Active Backup for Microsoft 365

Created by Liam Ralph, Modified on Thu, 10 Jul at 2:29 PM by Liam Ralph

Prerequisites

  • DSM 6.2 or above

  • Compatible Synology NAS model

  • Synology Account for activation

  • Microsoft 365 admin access

Check NAS compatibility:
Synology Compatibility List


Activate Package

  1. Open AB4M365 → Click Activate

  2. Sign in with your Synology Account

  3. Agree to Terms & Conditions


Create a Backup Task

  1. Go to Task List → Click Create

  2. Choose Microsoft 365 Endpoint

  3. Upload certificate & set password

  4. Authorise using Microsoft login

  5. Configure:

    • Task Name

    • Backup Destination

    • Users/Groups/Sites/Teams to include

    • (Optional) Enable Self-Service Portal

  6. Set Auto-discovery options

  7. Choose Backup Policy:

    • Continuous (every 1–10 mins, dynamic)

    • Scheduled (user-defined time)

    • Manual

  8. Choose Retention Policy:

    • Keep all versions

    • Keep versions for specified days

  9. Review Summary → Click Apply


Manage Backup Tasks

  • Access via Task List

  • Actions:

    • Edit backup target / policies

    • Enable/Disable Auto-discovery

    • Modify Azure AD application

    • Delete specific user/group/site/team data under Storage Management


View Logs

  • Go to Log tab

  • Use filters: Keyword, Type, or Date

  • View restore activities and errors

  • Click ▸ icon for log detail (Status, Restore Info)


Restore via Self-Service Portal

Enable Portal Access

Admin:

  • Control Panel > Login Portal > Applications > Active Backup for Microsoft 365 Portal

Users:

  • Click Active Backup for Microsoft 365 Portal on the DSM main menu.

Restore Steps

  1. View Role – Choose user/site

  2. Task – Select backup task

  3. Service – Choose:

    • Drives

    • Mails

    • Contacts

    • Calendars

    • Sites

    • Teams

  4. Date/Version – Use timeline or calendar

  5. Actions:

    • Restore to original tenant

    • Export to local machine


Teams Backup Coverage

  • SharePoint Team Sites + Subsites

  • Files (channel/chat uploads)

  • Wiki tab

  • OneNote notebooks

  • Teams messages


Detailed instructions: https://kb.synology.com/en-uk/DSM/tutorial/Quick_Start_Active_Backup_for_Microsoft_365


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