Adding Microsoft 365 Accounts

Before you start backing up items from your organization’s Microsoft 365 account, you need to add the Microsoft 365 account to Inventory in NAKIVO Backup & Replication.

Adding Microsoft 365 Account to Inventory

To add a Microsoft 365 account to the Inventory, do the following:

  1. Check if you meet the requirements for Backup for Microsoft 365.

  2. Click Settings in the left pane.

  3. Go to the Inventory tab and click +.

  4. On the Platform page of the wizard, select SaaS. Click Next to proceed.

  5. On the Services page, provide the following information:

    • Display name: Enter a name for the account.

    • Services: Select the Microsoft 365 services that you want to back up:

      • Exchange Online Users

      • Exchange Online Groups

      • OneDrive for Business

        Note

        OneDrives without added email addresses or assigned licenses are ignored.

      • SharePoint Online

      • Teams

        Note
        For NAKIVO Backup & Replication to successfully discover Teams, the following conditions must be met:

        • Microsoft Teams Exploratory experience license or higher (access to Microsoft Teams API is required).

        • The administrator account must have the Global Administrator role or Team Administrator role assigned.

    • Username: Provide the administrator username required for Exchange Online Groups or Teams.

    • Password: Provide the administrator password required for Exchange Online Groups or Teams.

  6. Click Next to proceed.

  7. On the Configuration page, choose one of the following:

    • Automatically register a new Azure AD application: When this option is selected, NAKIVO Backup & Replication automatically registers the Microsoft 365 account as a new application along with a new self-signed certificate in Azure Active Directory and grants the required permissions after authentication.

    • Use an existing Azure AD application: When this option is selected, you can manually add an existing Microsoft 365 application already registered in Azure Active Directory.

      Note
      In order to add a Microsoft 365 account to NAKIVO Backup & Replication, the account has to be registered in Azure Active Directory.

  8. Click Next to proceed. If you selected Automatically register a new Azure AD application, skip to step 12.

  9. The Credentials page opens if you have chosen Use an existing Azure AD application option on the Configuration page. Provide the following information:

    • Tenant ID: Enter your Azure Tenant ID created when registering your Microsoft 365 account in the Azure Portal.

    • Azure Client ID: Enter your Azure Client ID created when registering your Microsoft 365 account in the Azure Portal.

  10. Choose one of the following authentication methods:

    • Client Certificate: Choose a saved certificate from the drop-down list to use an existing certificate. If you don’t have any saved certificates or want to generate a new one, click the Manage certificates button. In the resulting pop-up, you can edit and delete existing certificates, generate new certificates, or import existing certificates.

      • To generate a certificate, click the Generate Certificate button. In the Generate New Self-Signed Certificate pop-up, enter a display name and (optionally) a description for the certificate. Clicking Save will generate a new self-signed certificate and add it to the list of saved certificates.

      • To import an existing certificate, click the Import Certificate button. In the Import Certificate pop-up, enter a display name for the certificate and click the Browse… button to upload a certificate in the required .pfx format. Then, enter the certificate password if required, and (optionally) add a description for the certificate. Clicking Save will add the certificate to the list of saved certificates.

    • Azure Client Secret: Enter your Azure Client Secret obtained from the Azure Portal. For more information on obtaining the Azure credentials, refer to the Obtaining Microsoft 365 Credentials below.

  11. Depending on the authentication method you selected, you can optionally select Automatically grant required permissions (for Azure Client Secret authentication) or Automatically grant required permissions and register certificate (for Client Certificate authentication). This allows NAKIVO Backup & Replication to automatically check the required API permissions for the selected services of your organization’s Microsoft 365 account and to add them if they are missing. If you do not select this option, you have to manually grant the required permissions. If this option is selected for Client Certificate authentication, NAKIVO Backup & Replication will also automatically register the selected certificate with the specified application, if it is not already registered. If you do not select this option, you have to manually register the certificate with the application. If you have selected either option, click Next. Alternatively, click Finish to complete adding the item to the Inventory.

  12. If you have selected Automatically grant required permissions or Automatically grant required permissions and register certificate on the Credentials page or Automatically register a new Azure AD application on the Configuration page, the Authentication page opens. Do the following:

    • If you selected Automatically register a new Azure AD application on the Configuration page, enter a name for the application in the Application name field.

    • If you selected Automatically register a new Azure AD application on the Configuration page, add a client certificate as described in step 10.

    • The Code field shows the code that needs to be entered at https://microsoft.com/devicelogin.

    • Clicking the link will open the page in a new tab and you will be required to log in to the Microsoft Azure Cross-Platform Command-Line Interface (xplat-cli) using the provided code.

    • If the provided credentials are correct, the account will be authenticated and you will be able to continue with the discovery process.

    Notes

    • The Global Administrator role must be assigned to the account in the Microsoft 365 admin center for the authentication process to be successful.

    • If SharePoint Online was selected on the Services page, the SharePoint Administrator role must be assigned to the account in Microsoft 365 admin center for the authentication process to be successful.

    • It is possible to bypass the Authentication step if the IP address or hostname of your NAKIVO Backup & Replication installation location is added as a trusted location in Azure Active Directory. For more information, refer to this page.

    • If Automatically register a new Azure AD application is selected in the Configuration step, then the credentials to the newly registered application will be downloaded to the browser after successful authentication.

    • When generating a new certificate, the new self-signed certificate will be downloaded to the browser in .pfx format after clicking Save in the Generate New Self-Signed Certificate pop-up.

    • If NAKIVO Backup & Replication is updated from a version that did not include support for Microsoft 365 Groups to a version that does, it is possible for the group mailboxes and group sites to be discovered automatically for existing Microsoft 365 accounts:

      • If you have selected Automatically grant required permissions on the Credentials page, the group mailboxes and group sites will be added automatically with all of the required permissions granted.

      • If you have not selected Automatically grant required permissions on the Credentials page, the group mailboxes and group sites will remain undiscovered by the solution.

    • If NAKIVO Backup & Replication is updated from a version that did not include support for Microsoft Teams to a version that does, Teams will not be discovered automatically. In order to discover Teams, you will need to edit the appropriate Microsoft 365 account in Inventory and add Teams as a service.

  13. Click Finish to complete adding the item to Inventory.

    Note
    If you selected only SharePoint Online in the Services step and authenticated using a Client Secret in the Credentials step, clicking Finish will first prompt you to enter your SharePoint Online Username and Password in the Services step.

Obtaining Microsoft 365 Credentials

To obtain the credentials required to add a Microsoft 365 account to the Inventory in NAKIVO Backup & Replication, follow the steps below:

  1. Open the Azure Portal by going to portal.azure.com

  2. Sign in to Microsoft Azure with your Microsoft 365 account credentials.

  3. Select Azure Active Directory from the Dashboard or from the Portal Menu.


  4. In the left menu, click App registrations.

  5. Click New registration on the App registrations page.


  6. On the Register an application page, enter a name for the application and click Register. 


    The application has been successfully registered and Tenant ID and Azure Client ID are displayed: Directory (tenant) ID and Application (client) ID respectively.

  7.  Click View API Permissions to add the necessary permissions. 


  8.  Click Microsoft Graph.

  9.  Click the Application permissions tab.

  10.  Provide the necessary API Permissions. Refer to Required API Permissions from Microsoft 365 for details.

    Notes

    • To skip discovering Exchange Online mailboxes, OneDrives or SharePoint sites in inventory, disable the API permissions for the corresponding service.

    • If the necessary Microsoft Exchange Online/OneDrive/Shaepoint API permissions are not provided, the corresponding service will not be discovered by NAKIVO Backup & Replication.

    • If the necessary API permissions for Microsoft Exchange Online contact and calendar items are not provided, the items will not be supported for backup and recovery operations.

    • To recover messages and contacts containing a lot of content, you also need to enable full_access_as_app for Office 365 Exchange Online in APIs my organization uses.

  11.  Click Update Permissions.


  12. Click Certificates & secrets > New client secret to create a new client secret for your app.


  13. Enter a description for the client secret, select the expiration period, and click Add.


    The new Client secret is generated.


    Make sure to save the client secret ID in a safe location. If you lose it, you will need to generate a new one.