Backup and Restore Office 365 Data in Admin Mode
First, select the 'Admin User' mode from the options provided.
Next, click the 'CONTINUE' button to proceed.
In the confirmation pop-up, please check the acknowledgment box to confirm you understand the selected mode.
Finally, click 'Continue' in the pop-up to finalize the mode selection.
You can skip the introductory screen if it appears.
Use the 'Help' icon if you require assistance during the process.
Use the 'Activate' icon to enter your license key. Follow the linked Activation Steps for more detailed instructions.
Within the Settings menu, you can adjust the number of concurrent users if necessary.
Procedure: Admin Mode Backup
In the 'Setup' screen (ensure Backup mode is selected), select the Source as 'Microsoft 365' and the Destination as 'Outlook' (for PST backup).
Check the boxes for the workloads you wish to back up: 'Email', 'Document', 'Contact', and 'Calendar'.
Optionally, you can apply a 'Date Filter' to specific workloads if you only need to back up data within a certain date range.
Example showing an Email Date Filter being applied.
Example showing a Document Date Filter being applied.
Example showing a Contact Date Filter being applied.
Example showing a Calendar Date Filter being applied.
Once workloads and filters are set, click the 'Next' button.
Enter your source Office 365 'Admin Email' and the 'Application ID' obtained from Azure App Registration. Office 365 Project Creation Settings
Click the 'Validate' button to verify the source credentials and permissions.
After successful validation, review the validated permissions and click 'Next'.
Browse to select the destination 'Backup folder path' on your Mac where the backup files will be saved.
Select the desired folder and click 'Open'.
From the 'File size (in GB)' dropdown menu, select the maximum size for individual PST files. The backup data will be automatically split into multiple PST files if it exceeds this selected split size.
This value specifies a maximum size limit for each resultant PST file(s).
Examples:
- If you have 11 GB of data to backup and you have selected a 10 GB PST size. Then the software will create 2 PST files, one with 10 GB and another with the remaining 1 GB of data.
- As long as the exported data (11 GB) is less than the partition size (20, 30, or 40 GB), you will get a single PST file of original size.
- If you have large mailbox data to export (let’s say 200 GB), and if you select the 40 GB partition size. The tool will automatically split the data and create five separate 40 GB PST files (5 * 40 = 200 GB).
Click the 'Validate' button to confirm the destination path and permissions.
Once validated, review the permissions and click 'Next'.
Choose the method for adding users whose data you want to back up: 'Fetch Users' (automatically retrieves users from O365), 'Import Users' (upload a CSV file), or 'Download Template' (to create the CSV file).
If using the template: Download the template file and Save it to your Mac.
Locate the saved template file.
Edit the Template CSV: Add the required user emails and ensure you set MarkForExecution=TRUE for users you want to back up.
Verify the contents of the edited template file.
If using Import Users: Click 'Import Users' and Browse for your prepared CSV file.
Select the correct CSV file and click 'Open'.
Then, click 'Upload' to import the user list from the CSV.
A confirmation message will appear upon successful import; click 'OK'.
If using Fetch Users: Click 'Fetch Users', then click 'Continue' on the confirmation pop-up.
A confirmation message will appear when fetching is complete; click 'OK'.
Review the displayed user list obtained via fetch or import.
Select the specific users you wish to include in the backup by checking the box next to their names, then click 'Validate'.
Click 'OK' on the validation complete message pop-up.
Initiate the backup process by clicking the 'Start Backup' button.
Confirm the license usage for the selected users, then click 'Start' to begin.
A message will confirm that the backup has started; click 'OK'.
You can monitor the backup progress by switching between the Pending, In Progress, and Completed tabs.
Viewing the Pending tab:
Viewing the In Progress tab:
To Stop Backup prematurely, click the Stop backup button located in the top right corner.
After clicking the button, Confirm Yes in the prompt,
then press OK to close the confirmation alert box.
You can then view the Stopped status in the dashboard.
View the list of completed backup jobs in the 'Completed' tab.
Use the 'Re-Run Backup' dropdown menu for additional backup options on completed jobs.
To Retry Failed Items: Choose this option, select the relevant users, and click Start.
To Re-Run Full Backup: Choose this option, select the users, and click Start to perform another complete backup.
To perform a Delta Backup (backing up only new/changed data since the last run): Choose this option, select the users, and click Start.
Click the 'Download Report' dropdown menu to access reporting options.
For a Summary Report: Select the option and Save the generated CSV file.
Locate the downloaded CSV file on your system.
Open the file to view the backup Summary.
For a Detailed Report: Select the option, select the desired users, and click Download.
Confirm the report generation and click Download when prompted.
Save the downloaded ZIP file containing the detailed reports.
Locate the saved ZIP file.
Extract the contents of the ZIP file.
Select the extracted folder to access the reports.
View the individual detailed CSVs inside the folder for granular backup information.
Procedure: Admin Mode Restore
Ensure the 'Restore' tab is active. Select the Source as 'Outlook' (since you are restoring from PST) and the Destination as 'Microsoft 365'.
Check the boxes for the workloads ('Email', 'Document', etc.) you wish to restore from the backup data.
Optionally, apply a 'Date Filter' per workload if you only want to restore items within a specific date range from the backup.
Example: Email Date Filter applied for restore.
Example: Document Date Filter applied for restore.
Example: Contact Date Filter applied for restore.
Example: Calendar Date Filter applied for restore.
After setting workloads and optional filters, click 'Next'.
Browse for the 'Restore folder path', which is the main folder containing the previously created backup data (PSTs/user folders).
Select the correct source folder and click 'Open'.
Click the 'Validate' button to verify the source folder structure and contents.
After validation, review the permissions shown and click 'Next'.
Enter the target Office 365 'Admin Email' and the corresponding 'Application ID' for the destination tenant. Office 365 Project Creation Settings
Click the 'Validate' button to verify the destination credentials and permissions.
Once validated, review the displayed permissions and click 'Next'.
Choose the method for mapping source backup users to destination users: 'Fetch Users', 'Import Users', or 'Download Template' (for mapping).
If using template: Download the MappingSample.csv template and Save it.
If using Import Users: Browse for your prepared mapping CSV file.
Select the mapping CSV file and click 'Upload'.
Click 'OK' on the import completion message.
If using Fetch Users: Click 'Fetch Users', then click 'Continue'.
Click 'OK' when user fetching is complete.
Manually enter or verify the 'Destination Email' for each user to establish the mapping between the source backup and the target mailbox.
Select the users for restore, carefully verify the mapping, and then click 'Validate'.
Confirm the validation action.
Click 'OK' on the validation completion message.
Begin the restore process by clicking the 'Start Restore' button.
Confirm the license usage for the restore operation and click 'Start'.
A confirmation message will indicate the restore has started; click 'OK'.
Monitor the restore progress using the Pending, In Progress, and Completed tabs.
Viewing the Pending tab during restore:
Viewing the In Progress tab during restore:
Viewing the Completed tab after restore:
Use the 'Re-Run Restore' dropdown menu for options related to completed restore jobs.
To Retry Failed Items: Confirm the users and click Start to re-attempt restoring only the items that failed previously.
To Re-Run Full Restore: Confirm the users and click Start to perform the entire restore operation again.
To perform a Delta Restore (restoring only items present in the backup but not found in the destination): Confirm the users and click Start.
Click the 'Download Report' dropdown for restore reporting options.
For the Summary Report: Select the option and Save the generated CSV file.
Locate the downloaded CSV file.
Open the file to view the restore Summary.
For the Detailed Report: Select the option, select the relevant users, and click Download.
Confirm report generation and click Download.
Save the resulting ZIP file containing the detailed reports.
Extract the ZIP file using your Mac's Archive Utility or another tool.
Open the extracted folder to view the detailed CSVs for the restore operation.
Backup and Restore Office 365 Data in Standard User Mode
Begin by selecting the 'Standard User' mode, then click 'CONTINUE'.
Read and acknowledge the confirmation warning pop-up.
Check the confirmation box and click 'Continue' to proceed in Standard User mode.
Procedure: Standard User Mode Backup
Access 'Help' if needed. Also, ensure you have activated the software; see Activation Steps for details.
Make sure the 'Backup' tab is active. In Standard User mode, the Source 'Microsoft 365' and Destination 'Outlook' are preset.
Check the boxes for the desired workloads (Email, Document, Contact, Calendar) you want to include in the backup.
Optionally, apply a 'Date Filter' for each selected workload if you need to back up items within a specific date range.
Review the applied filter settings (Email example shown).
Review the applied filter settings (Document example shown).
Review the applied filter settings (Contact example shown).
Review the applied filter settings (Calendar example shown).
After configuring workloads and filters, click 'Next'.
Enter your Office 365 'User Email' address. See how to toggle Office 365 User Permission Grant/Revoke Settings
Click the 'Sign In With M365' button.
Enter your account password (or App Password if MFA is enabled without Modern Auth support) in the Microsoft sign-in pop-up, then click 'Sign in'.
Review the requested permissions and Accept them to allow the tool access.
After successful sign-in, click the 'Validate' button.
Review the validated permissions and click 'Next' to proceed.
Browse to select the 'Backup folder path' where the backup files will be saved on your Mac.
Select the desired folder and click 'Open'.
Optionally, use the 'File size (in GB)' dropdown to select the maximum size for individual backup PST files (PST split size).
This value specifies a maximum size limit for each resultant PST file(s).
Examples:
- If you have 11 GB of data to backup and you have selected a 10 GB PST size. Then the software will create 2 PST files, one with 10 GB and another with the remaining 1 GB of data.
- As long as the exported data (11 GB) is less than the partition size (20, 30, or 40 GB), you will get a single PST file of original size.
- If you have large mailbox data to export (let’s say 200 GB), and if you select the 40 GB partition size. The tool will automatically split the data and create five separate 40 GB PST files (5 * 40 = 200 GB).
Click the 'Validate' button to confirm the destination.
Review the permissions and click 'Next'.
Click the 'Fetch Workload Folders' button to retrieve the folder structure from your account.
Click 'Continue' on the confirmation prompt.
Click 'OK' once the fetching process is complete.
Expand and select the specific Email folders you want to back up.
Confirm your Email folder selection.
Expand and select the specific Document folders (OneDrive/SharePoint) to include.
Confirm your Document folder selection.
Expand and select the specific Contact folders.
Confirm your Contact folder selection.
Expand and select the specific Calendar folders.
Confirm your Calendar folder selection.
Initiate the backup by clicking the 'Start Backup' button.
Confirm the license usage and click 'Start' to begin the backup process.
A message will confirm the backup has started; click 'OK'.
Monitor the ongoing backup process on the dashboard.
View the progress details as the backup runs.
To Stop Backup prematurely: Click the stop button, Confirm Yes, then click OK.
Confirmation message indicating the backup stop was successful.
View the completed job status on the dashboard.
Use the 'Re-Run Backup' dropdown menu for additional options.
Choose 'Retry Failed Items' to re-attempt backing up only items that failed previously.
Choose 'Re-Run Full Backup' to perform the entire backup operation again.
Choose 'Delta Backup' to back up only new or modified items since the last successful backup.
Procedure: Standard User Mode Restore
Access 'Help' if needed. Also confirm software activation; see Activation Steps for guidance.
Ensure the 'Restore' tab is active. The Source 'Outlook' and Destination 'Microsoft 365' are preset for user mode restore.
Check the boxes for the desired workloads you wish to restore.
Optionally, apply a 'Date Filter' for each workload if you only need to restore items from a specific date range within the backup.
Review the applied filter settings.
Example: Email Filter applied for restore.
Example: Document Filter applied for restore.
Example: Contact Filter applied for restore.
Example: Calendar Filter applied for restore.
Once configured, click 'Next'.
Browse for the 'Restore folder path', which is the location of your previously created backup data.
Select your specific user's backup folder containing the PST/data, then click 'Open'.
Click the 'Validate' button to check the selected source folder.
Review the permissions and click 'Next' after successful validation.
Enter the target 'User Email' address where the data will be restored. See how to toggle Office 365 User Permission Grant/Revoke Settings
Click the 'Sign In With M365' button to authenticate the destination account.
Review and Accept the required permissions in the Microsoft sign-in pop-up.
After successful authentication, click the 'Validate' button.
Review the validated permissions and click 'Next'.
Click the 'Fetch Workload Folders' button to load the folder structure from the destination account (this helps prevent duplicates if folders already exist).
Click 'Continue' on the confirmation prompt.
Click 'OK' when the folder fetching is complete.
Expand and select the target Email folders in the destination account where you want to restore the email data.
Confirm the Email folder selection for restore.
Expand and select the target Document folders in the destination.
Confirm the Document folder selection for restore.
Expand and select the target Contact folders in the destination.
Confirm the Contact folder selection for restore.
Expand and select the target Calendar folders in the destination.
Confirm the Calendar folder selection for restore.
Initiate the restore process by clicking the 'Start Restore' button.
Confirm the license usage for the restore operation and click 'Start'.
A message confirms the restore has begun; click 'OK'.
Monitor the restore process via the dashboard (view shows completed state).
Monitor the restore progress details as it runs.
Optionally, you can Stop Restore prematurely using the stop button (image shown might be incorrect, typically a stop button is present).
Use the 'Re-Run Restore' dropdown menu for additional actions on completed restore jobs.
Select 'Retry Failed Items' to attempt restoring only items that failed in the previous run.
Select 'Re-Run Full Restore' to perform the entire restore operation again.
Select 'Delta Restore' to restore only items present in the backup that are not found in the destination account.
