Signing in to CrashPlan
To configure settings and view information inside the CrashPlan M365 console, administrators must sign in to the CrashPlan portal with valid credentials. The CrashPlan team will provide new administrators with credentials.
- Navigate to the link provided by the CrashPlan team (or your administrator if you are an end user)
This is usually in the format of "https://[yourcompany].parablu.com/portal/login" - Enter the appropriate login credentials
If you encounter issues signing in, contact our support team.
Navigating the CrashPlan M365 console
Navigation sidebar
After signing in, you'll arrive at the Home Dashboard by default. Each icon in the navigation sidebar on the left side of the screen corresponds with a different area of the product.
Navigation item visibility depends on role
All items listed below will be visible to administrators, but only the Home Dashboard and Asset Overview icons are visible to end users
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My Assets | |
Cloud settings | |
Manage assets | |
Policy management | |
User migration | |
Manage users | |
Unusual Activity Dashboard | |
Support | |
Downloads |
Top navigation bar
a | Search | Search your entire environment for files, folders, and text. |
b | Light/Dark Mode | Switch between light and dark mode views of the M365 console. |
c | User profile | View and edit profile details for the signed-in user. |
Search
The Search field allows you to search for users, assets, files, folders, and other objects. When you click the search field, three tabs will appear:
Search Users/Assets
This tab allows you to search for specific users or assets.
Search by file/folder name
This tab allows you to search for particular files and folders by name, and has three configurable fields:
- Product type: Choose between OneDrive for Business or SharePoint Online to limit your search to a specific product.
- UserID: Limit search to a specific UserID. To search, you must input at least three characters of a given UserID.
- Asset name: Limit search to a specified asset (such as an email account or mailbox).
Full text/search
This tab allows for a more granular search to quickly identify specific emails or data. It offers the same three fields as Search by file/folder name, but with the addition of several more specific fields.
- From, To, CC:, BCC:, Subject, and Body: Find matching text in the respective fields of an email.
- Keywords: Enter broad terms to search for areas they might appear throughout the email.
- Date from: Search only within the specified date range.
User profile
a | My account | Opens the User Account Details page. |
b | Activity History | Shows a log of activity for users and administrators. |
c | Unusual Activity History | Shows a log of activity for the Unusual Activity feature. |
d | Download Agent | Does not apply to CrashPlan M365 |
e | Logout | Sign out of the CrashPlan M365 console. |
User Account Details
This page allows you to modify your user profile and password, as well as see storage, device, and access details.
Access Details
This area indicates whether Exchange, SharePoint, and OneDrive backups are enabled for your user account.
My assets
This section displays two asset tiles - one for Microsoft Exchange, and one for Microsoft OneDrive (if they are enabled for your account as indicated in Access Details).
To view the assets for a particular tile, select the envelope or cloud icon to expand the chosen asset tile.
Upon expanding the chosen tile, you'll see the following information:
Last Successful Backup | The most recent date and time when the asset backup was completed successfully. |
Next Successful Backup | The next scheduled backup time and date for the asset. |
Asset Configured on | The date and time when the asset was first registered. |
Storage Media | Shows where the asset is stored (such as Azure Blob) |
You can view even more details by selecting the sub-menu icon in the upper-right corner of the asset tile, which will show the following details:
List Emails |
Displays a list of emails in the backed up Microsoft Exchange inbox. You'll see the mailbox's directory root level, which includes Inbox and Sent Items. The following options are available:
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Restore | Displays a complete list of assets that can be restored. |
Backup Summary | Displays the backup history for registered assets. You can generate a comprehensive report by selecting the Show Details option in the Detailed Analysis column. |
Block | Blocks the specified asset. |
Actions |
Upon selecting this option, the Asset Actions dialogue box will appear. This interface allows users to manage and monitor the backup and restore status of a given asset.
Note that some changes may not take effect until the next policy refresh. |
Blocked assets
Shows blocked assets, if any, highlighted in red.
Edit profile
Several options can be edited on this page. Fields marked with an asterisk are required. To confirm changes, click the Save button.
Basic Information
Account Status | Displays whether an account is active or inactive. |
Display Name | The user name associated with the account. |
Location | Indicates the user's location. |
Department | Indicates the user's department |
Account type | Indicate if the account has administrator or user privileges. |
Email Address | The email address of the user. |
M365 Information
For Microsoft Exchange, OneDrive, and SharePoint backups, the following options can be configured:
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Enable Exchange/OneDrive/SharePoint
Select the checkbox to enable or disable backup for the specified asset. -
Exchange/OneDrive/SharePoint Policy Name
Choose the desired policy for the specified asset.
Activity History
Clicking Activity History shows a time-stamped log of actions taken by users and administrators. Any significant user activity is logged, such as credential changes, sign-in and sign-out actions, report views, and much more.
The log is presented in chronological order with the most recent activity shown first. Activity details may include the following, depending on the activity logged:
- Date and time
- Action description
- Email address
- IP address
- Domain name,
- Operating system
To filter activity to a specific user, click on the username within the activity log.
Export Activity History to Excel
In the upper-right corner, there is a button to export the activity history log to an Excel file. When clicked, you will be presented with a few options to tailor the output of the log file:
- Get history for: Select Administrators, Users, or both.
- User selection field: If desired, you can click the search box to select a specific user for the log. Only one specific user log may be generated at a time.
- Date range: Choose the desired date range for the export.
Home dashboard
The Home dashboard provides an overview of all areas of your environment, such as backup data, reports, and notifications.
a | Dashboard tiles |
At-a-glance information about your CrashPlan M365 environment, such as:
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b | Currently running backups | Any backups currently running in your environment will appear here. |
c | Currently running restores | Any restores currently running in your environment will appear here. |
d | Reports |
A variety of detailed reports encompassing aspects of your CrashPlan M365 environment:
Each report can be downloaded as an Excel or PDF file, and can be scheduled to run at specified times. |
Reports
Several useful reports are available on the Home page. The reports available will depend on the Home page tab you have selected (Microsoft Exchange, OneDrive for Business, or SharePoint Online).
Data protection scorecard
The Data Protection Scorecard summarizes the protection status of Microsoft 365 Backup solutions, including Exchange, OneDrive, and SharePoint Online site environments over a period of time.
Microsoft Exchange, and OneDrive for Business
You can filter the report based on the following criteria:
- Exchange policy name: Select a specific policy to filter by, or select All to show data for all policies (enabled by default).
- Data protection scorecard for ____ days: Enter the number of days to specify how many days of data the report should include (backwards from the current date).
Click View to generate the report. The report shows the following fields:
- Active users
- Users with at least one asset assigned
- No. of users for whom at least one full backup is completed
- No. of users without any asset registered
- No. of users whose assets have been protected in the last 30 days.
SharePoint Online
You can filter the report based on the following criteria:
- SharePoint Online policy name: Select a specific policy to filter by, or select All to show data for all policies (enabled by default).
- Data protection scorecard for ____ days: Enter the number of days to specify how many days of data the report should include (backwards from the current date).
Click View to generate the report. The report shows the following fields:
- Active sites
- No. of Sites for which at least one full backup is completed
- No. of Sites which have been protected in the last 30 days.
To download this report, see Download reports. To schedule this report, see Schedule reports.
Backup overview
The Backup Overview report provides comprehensive information about users and their devices.
Microsoft Exchange, and OneDrive for Business
You can filter the report based on the following criteria:
- Policy Name or UserID and Asset Name: Choose the policy name to include only users enrolled under the specified policy, or specify a UserID to see only assets associated with a particular user. You can further refine by Asset name to view only the stats for a specific asset.
- Include Users without an asset installed: Check this box to report on all users, even those without an asset.
- Include Blocked Users: Check this box to include users who are blocked.
- Include Blocked Assets: Check this box to include assets who are blocked
Click View to generate the report. The report shows the following fields:
- User ID
- Email Address
- User Status
- Asset Name
- Asset Status
- Client Version
- Backup Policy Name
- Is First Backup Completed
- Last Successful Backup End Time
- Current Backup Status (if applicable)
- Current Backup Completion Percentage (if applicable)
- Current Backup Size (if applicable)
- Is Backup Running
- Last Heard Time
- Total Data Backed Up
- Notes
SharePoint Online
You can filter the report based on the following criteria:
- Policy Name or Site Name: Choose the policy name to include only sites enrolled under the specified policy, or specify a Site name to see only specific sites.
- Include Blocked Users: Check this box to include sites which are blocked.
Click View to generate the report. The report shows the following fields:
- Site Name
- Site Status
- Client Version
- SharePoint Online Policy Name
- Is First Backup Completed
- Last Successful Backup End Time
- Current Backup Status (if applicable)
- Current Backup Completion Percentage (if applicable)
- Current Backup Size (if applicable)
- Is Backup Running
- Last Heard Time
- Total Data Backed Up
- Notes
To download this report, see Download reports. To schedule this report, see Schedule reports.
Backup history
The Backup History report provides a concise summary of backup history for a configurable set of users or assets.
Microsoft Exchange, and OneDrive for Business
The report filter criteria here is the same as the Backup Overview report.
Click View to generate the report. The report shows the following fields:
- UserID
- Asset Name
- Start Time
- End Time
- Files Backed Up
- Remarks
SharePoint Online
You can filter the report based on the following criteria:
- Policy Name or Site Name: Choose the policy name to include only sites enrolled under the specified policy, or specify a Site name to see only specific sites.
- Include Blocked Users: Check this box to include sites which are blocked.
Click View to generate the report. The report shows the following fields:
- Site name
- Start Time
- End Time
- Files Backed Up
- Remarks
To download this report, see Download reports. To schedule this report, see Schedule reports.
Assets not protected
Not available for SharePoint Online
The Assets not protected report provides an at-a-glance overview of users in your organization with unprotected assets (assets which have not backed up in many days).
You can filter the report based on the following criteria:
- Policy name: Select a specific policy to filter by, or select All to show data for all policies (enabled by default).
- Number of Days: Filter by how many days it has been since the asset last backed up.
- Include assets heard from ____ days: Filter by how many days it has been since the asset was last seen online.
Click View to generate the report. The report shows the following fields:
- UserID
- Asset Name
- Policy Name
- Last Backup (In Days)
- Last Heard Time (In Days)
To download this report, see Download reports. To schedule this report, see Schedule reports.
Users without any assets protected
Not available for SharePoint Online
This report is identical to the Assets not protected report, but it filters by username instead of asset name.
To download this report, see Download reports. To schedule this report, see Schedule reports.
Restore history
The Rackup History report provides a concise summary of restore history for a configurable set of users or assets.
Microsoft Exchange, and OneDrive for Business
You can filter the report based on the following criteria:
- Policy Name or UserID and Asset Name: Choose the policy name to include only users enrolled under the specified policy, or specify a UserID to see only assets associated with a particular user. You can further refine by Asset name to view only the stats for a specific asset.
- From Date / To Date: Enter the start and end dates you wish to limit the report to.
Click View to generate the report. The report shows the following fields:
- UserID
- Source Asset Name [Path]
- Restored By
- Destination Asset Name [Path]
- Start Time
- End Time
- Items Restored
- Restored Size
- Status
SharePoint Online
You can filter the report based on the following criteria:
- Policy Name or Site Name: Choose the policy name to include only sites enrolled under the specified policy, or specify a Site name to see only specific sites.
- From Date / To Date: Enter the start and end dates you wish to limit the report to.
Click View to generate the report. The report shows the following fields:
- Source Site [Path]
- Restored By
- Destination Site [Path]
- Start Time
- End Time
- Items Restored
- Restored Size
- Status
To download this report, see Download reports. To schedule this report, see Schedule reports.
Capacity Savings
This report shows how much storage space CrashPlan M365 has been able to save by running Capacity Storage jobs.
You can filter the report based on the following criteria:
- Policy Name or Site Name: Choose the policy name to include only sites enrolled under the specified policy, or specify a Site name to see only specific sites.
Click View to generate the report. The report shows the following fields:
- Asset / Site Name
- Storage Savings
To download this report, see Download reports. To schedule this report, see Schedule reports.
Asset heartbeat
Not available for SharePoint Online
The Asset heartbeat report is a simple report that will show Assets that have not connected to the server in a specified number of days. You can filter the report based on the following criteria:
- Policy name: Select a specific policy to filter by, or select All to show data for all policies (enabled by default).
- Asset not heard from in ___ days: Filter by how many days it has been since the asset last connected to the server.
Click View to generate the report. The report shows the following fields:
- Asset Name
- UserID
- Last Server Connection Time
To download this report, see Download reports. To schedule this report, see Schedule reports.
Asset assignment
Not available for SharePoint Online
This report shows which assets are assigned to which user. Click View to generate the report. The report shows the following fields:
- User Name
- Asset Name
- Assigned User Name
To download this report, see Download reports. To schedule this report, see Schedule reports.
Download reports
Reports may be downloaded in either PDF or Excel format by selecting the Download as button on the report page and selecting the desired format.
Schedule reports
Clicking Schedule on a report page will bring up the list of schedules for that report. The following information is displayed:
- Schedule Name
- Schedule Time
- Recipient email IDs
- Action
Create schedule
Click the Create New Schedule button at the bottom of the page and the Schedule Settings window appears. In addition to the filter criteria for the selected report, the following fields are configurable:
- Schedule Name: Enter a name for the schedule to identify it.
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Schedule Type
- Days: When this option is selected, the report will run every day by default. You can click the Days dropdown menu to select multiple days you want the report to run. Clicking Every Day will select all days. When all days are selected, De Select All appears and can be selected to return to the blank default state.
- Months: Select the month(s) you wish the report to run, and specify which day of the month the report should run.
- Schedule Time: Specify what time the report should run (24hr format).
- Administrators: Check the box next to the name of the administrator you wish to send the report to according to the schedule created. You can also select All admins to send to every admin in your organization.
- Email reports to: Specify email addresses of additional recipients (who need not be administrators).
Click Save to finalize the new schedule. Note that once a schedule is saved, it will take at least 5 minutes to take effect.
Edit schedule
In the Action column of the schedule list, click Edit to make changes to a desired schedule. You will then be able to adjust any of the fields listed in the Create Schedule section.
Delete schedule
In the Action column of the schedule list, click Delete to permanently remove a schedule. A confirmation window will appear - click OK to confirm the deletion, or Cancel.
My Assets
This area shows only the assets assigned of the signed-in user
To see a list of all assets in your organization, see the Manage Assets page. You must be an administrator to view this page.
a | Asset name | The name of the listed asset in Exchange, OneDrive, or SharePoint. Clicking the name of the asset will display additional information - see the Manage Assets section for details. |
b | Status | Displays whether or not the asset is active. |
c | Asset Configured on | Displays the time and date when the asset was first set up |
d | Last Successful Backup | Displays the time and date when the asset last completed a backup. |
e | Backup Summary |
Opens a detailed backup summary page for the selected asset, including the following information:
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f | Restore entire asset | Provides a list of options to restore the entire contents of the asset. See the Manage Assets section for more information. |
Cloud settings
Click the name of a setting area below to learn more.
a | Destination storage credentials |
Displays details for your destination storage credentials. |
b | M365 Settings |
Configure and modify settings for your M365 integration.
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c | Cloud2Cloud Credentials | Manage credentials for cloud restore destination. |
d | AAD Credentials | Manage Azure Active Directory settings and group policy mapping. |
e | Backup Agent Package Management | Configure and modify settings for backup installation packages for Windows, Mac, and Linux. |
f | Global Settings | Configure a variety of administration settings for your CrashPlan M365 environment. |
g | Encryption Key Management | Create and manage encryption keys |
M365 settings
M365 Tenant Settings
Below is a list of configurable settings for your M365 tenant:
Client ID |
Preconfigured when you create a CrashPlan M365 app. |
Client Secret | Preconfigured when you create a CrashPlan M365 app. |
App Name | Preconfigured when you create a CrashPlan M365 app. |
Tenant ID | Configured by the CrashPlan support team. |
Client OneDrive for Business URL | Your OneDrive for Business URL - for example, https://customername-my.sharepoint.com |
Client Token URL | Preconfigured when you create a CrashPlan M365 app. |
Portal URL | Preconfigured - Do not change this URL without contacting CrashPlan support. |
For Admin Consent | Once you've set up your tenant settings, click the Grant Admin Consent button - this will bring up a Microsoft login page. Grant the necessary permissions with your Microsoft Administrator account, then click Accept to complete the integration. |
Exchange Online Settings
The configurable options available here are the same as the M365 Tenant Settings, just with Exchange information instead of OneDrive information. Note that this application is required to use Microsoft Exchange backup and restore.
M365 Backup Agent Settings
These settings are preconfigured.
Cloud2Cloud credentials
The configurable options available here are the same as the M365 Tenant Settings.
AAD credentials
These fields control how CrashPlan M365 communicates with your Active Directory environment. To edit these fields, click the Edit Credentials button.
- Client ID for Login
- Client ID
- Secret Key
- Tenant ID
- Endpoint Redirect URL
- Redirect URL
- Portal Redirect URL
- Authentication Mode
Group to policy mapping
To edit these fields, click Edit Credentials
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- Default Backup Policy Name
- Default Policy name for Microsoft Exchange users
- Default Policy name for OneDrive for Business users
- Default Policy name for Sharepoint sites
By default, the default policies apply to all Microsoft products in use in your environment. However, by selecting Many to Many mapping, you can add more groups and designate a group name and policy type to for each product.
Backup agent package management
Windows
Allow Agent Download | Checkbox that determines whether the package is available for download. |
Auto-Update Agent | Checkbox that determines whether the agent will update automatically to future versions. |
Current Version | Displays the current version of the app that is packaged. |
Upload Package |
Package URL: Specify a URL where the package repository is stored. Select File: Click Browse to chose a local file to upload and host on CrashPlan 365. |
Save |
Click Save to apply changes. |
Mac
The same options as Windows, but without the option to auto-update.
Linux
The same options as Windows, but without the option to auto-update. Additionally, there are separate areas for both Debian and RPM packages.
Global settings
Remember to select Save to confirm any setting changes
General
Password Enforcement |
Enforce rules determines whether the rules below are active. Each setting has an Enabled/Disabled state.
This setting is only applicable for local users and does not apply to AAD synchronized users. |
Data Management |
The switch determines if Global settings override policy settings. Each setting has an Enabled/Disabled state.
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Soft Block Management |
The switch determines if soft-blocked users are blocked automatically. |
Email Alerts |
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Miscellaneous |
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Advanced
Authentication Settings
Complex Password | Enabled / Disabled |
Password Visibility | Enabled / Disabled |
Brute force password protection | Enabled / Disabled |
Multi-factor authentication | Enabled / Disabled |
Allow reset password for Parablu namespace users | Enabled / Disabled |
Force change password at first time login | Enabled / Disabled |
Force session logout after change password | Enabled / Disabled |
GUI Settings
Each Dashboard area (Microsoft Exchange, Microsoft OneDrive, and SharePoint Online) has tiles that can be configured to show different information. For each Tile:
- Select a Tile position. Tile 1 will be the top-left tile, then continuing left to right, top to bottom.
- Select whether the tile can be flipped to show more information.
- Select what information should be shown on the front of the tile.
Branding Settings
You can upload a file to be used in brand customization for each of the following options by clicking Browse to choose a file.
- Login Page Logo
- Header Logo
- Disclaimer File
- Custom Email Template File
- User Manual Guide
Encryption Key Management
Select type
Select the type of encryption key configuration you'd like to use for your environment. This is usually "Local Encryption Configuration", but your options will depend on your environment.
Add a New Configuration
Select your product type, and then enter your Salt Key to save a new configuration. The key must be a minimum length of 16 and a maximum length of 128
Manage Assets
The Manage Assets page features three tabs - Microsoft Exchange, OneDrive for Business, and SharePoint Online. The Microsoft Exchange tab is shown by default, but the other tabs can be viewed by clicking on them.
The layout of each tab is mostly the same, with minor variations that are noted in this section.
a | Total asset count | Shows the number of assets for the specified product |
b | Asset/Site quick tasks | A selection of useful tasks for managing, configuring, and reporting on assets. This list varies depending on which product is specified. |
c | Search | Search the list for an asset name. It is also possible to filter by entering part of a name - for example, entering a mailbox name (email) to find a specific user's mailbox. |
d | Asset Name/Site Name | A list of assets names or SharePoint sites. Clicking the name of a particular asset or site will open up the Asset Details page. |
e | User Name | The email address associated with the user. This field does not appear in the SharePoint tab. |
f | Status | Displays whether or not the asset is active. |
g | Asset Configured on | The date and time when the asset was first registered. |
h | Actions | An array of actions that govern settings and configuration for the selected asset or site. |
Asset Details
After clicking the name of a specific asset, you'll be brought to a page that shows the file and folder structure for the asset or site you selected. The name, type, modified date, and size of each file will be shown, and the actions you can take differ slightly depending on what kind of asset or site is selected.
When you right-click on a folder after first left-clicking to select it, you have the following options:
Export as PST Exchange only |
Exports the selected folder as a .PST file. |
Download |
Downloads the selected folder. This method is not recommended for large file or folder sizes - the Restore method should be used instead. Once the download has been prepared, it will be available in the Downloads section. |
Open | Navigates inside the selected folder. To return to the parent folder, use the file path at the top of the page and click on the desired folder. |
Restore | See Restore Settings. |
Delete |
Deletes the specified file or folder from the backup. This option will only appear if enabled by an administrator in Global Settings. |
Asset/Site Quick Tasks
These options appear on the Manage Assets homepage and give several convenient shortcuts to common tasks.
Configure Sites SharePoint only |
Opens two tabs Configure Sites
Manage Sites A list of all configured SharePoint Online sites is shown. You can change the policy assigned for each site using the "Policy Assigned" dropdown menu, as well as block a specific site. |
Export Assets/Sites Exchange, OneDrive, and SharePoint |
Exports an .xlsx file containing detailed information for the listed assets and sites |
Get Capacity Savings Status Exchange, OneDrive, and SharePoint |
Capacity Savings jobs are like backup jobs, but work to optimize the storage capacity of your M365 workloads by replacing large email attachments and files from OneDrive and SharePoint with a redirect link. If a Capacity Savings Job is running, the following information will be shown:
You can also view Capacity Savings Job History by clicking the button, which shows the following for each job:
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Manage Assets in Bulk Exchange and OneDrive |
Presents options to block and unblock multiple assets at once. |
Actions
These options appear when you click the ellipsis icon in the Actions column:
Manage Asset | Shows the User Account Details page for the selected asset. |
Backup Management |
Shows the current backup and restore status. The "Start Backup" button will start a backup job immediately, with a checkbox option to perform a full backup instead of an incremental backup. |
Restore | See Restore Settings. |
Backup Summary | Shows a table of detailed information about backup jobs. |
Assign additional owners | Enter the email address of a specified user to allow them to manage the specified asset. |
Show Last Successful Backup Time | Clicking the button will show the last time a backup successfully completed. |
Manage Site SharePoint only |
Shows the Site Details page for the selected site. |
Edit Site SharePoint only |
Edit or view the following site information:
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Restore Settings
When you select Restore, you will be presented with a number of options to configure how you would like to restore the asset. If you wish to download only a few folders or files, use the Download icon on the Asset Details page instead.
Select a Destination Asset
Select a Uer ID and Asset Name to be restored from. For SharePoint sites, the UserID field is not present.
Select a Destination Path
Type the name of the desired path, or click Browse to select from a list of folders.
Restore Options
Switch on or off the following options:
- Disallow new backups during this restore
- Restore Links
- In Place Restore
- Restore Deleted Mails
- Restore Data before
- Specify date and time
Before you restore, you can click the Calculate Restorable Count button to see the number of files and size of the files to be restored. Click Initiate Restore to start the restore job.
Policy Management
Creating effective policy is a crucial part of CrashPlan for M365 administration. With policies, you can configure schedules, email alerts, user action preferences, and more. The policy options available depend on the product you wish to apply the policy to.
Create Policies
Microsoft Exchange / OneDrive for Business
Overview
The Microsoft Exchange and OneDrive for Business policy pages show a table with the following information and actions:
- Policy Name
- Users Mapped to Policy
- Actions
Create Policy
Clicking the Create Policy button in the upper-right corner will bring you to a new page to configure a new policy. Each policy needs a Policy Name and Description to create. Once you are satisfied with your poilcy, hit Save.
Each tab has a set of parameters that can be edited. The tables under the headings below list all the parameters that are available.
General
Backup Information
Schedules |
Select one or more schedules from the dropdown list. You can also select Create New Schedule to add a new schedule to the list. If schedules are added to the list, a Schedule Details summary will appear on the right, showing an overview of the schedules selected and providing an action button to edit them. |
Maximum Permissible Attachment Size (In MB) |
Toggle this parameter on or off.
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Backup Storage Limit (In GB) |
Toggle this parameter on or off.
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Purge deleted emails from the catalog after |
Toggle this parameter on or off.
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Purge deleted emails from the archive after |
Toggle this parameter on or off.
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Backup of In-Place Archive |
Enable or disable to determine if archives should be backed up in-place. |
Backup Contacts |
Enable or disable to determine if Contacts should be backed up. |
Backup Tasks |
Enable or disable to determine if Tasks should be backed up. |
Backup Calendar |
Enable or disable to determine if Calendars should be backed up. |
Turn on attachment archiving |
Toggle this parameter on or off.
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Asset Information
Default Folders to Backup |
If desired, add default folders to be included in the backup. A Default Folders summary appears on the right, along with an X button to quickly remove folders. |
Exclusion Folder Name |
If desired, add folders to be excluded from the policy. An Excluded Folders summary appears on the right, along with an X button to quickly remove folders. |
Email Filters
Toggle this parameter on or off. If enabled:
From | Specify a list of comma-separated email domains to specify that emails with these domains in the From field should not be backed up. |
To |
Specify a list of comma-separated email domains to specify that emails with these domains in the To field should not be backed up. |
Subject | Specify a list of comma-separated strings to specify that emails with these strings in the Subject field should not be backed up. |
Email Alert Configurations
The following email alerts can be enabled or disabled:
- User Created
- User Deleted
- User Blocked
- Asset Deleted
- Asset Blocked
- Weekly backup report
- First backup completed
- Restore initiated
- Storage limit reached
User action preferences
The following parameters can be enabled or disabled to determine what end users can access when a given policy is applied to them:
Portal
- Open
- Mail Preview
- Download
- Restore
Search
Content Index
Enable or Disable the Content Index for search.
Search Filters
Filter type |
Specify if the filter should include or exclude the extensions specified in the search. |
Filters |
Select from the dropdown menu which filters you wish to include. There are several presets (such as Office Files, Videos, etc.) that can be selected, or you can create your own next to the Filter Type dropdown. The Filters summary on the right will show the extensions of the filters you select, as well as provide an option to Edit the file extensions in the filters listed. |
Advanced
Options
Legal Hold |
Enable or disable Legal Hold. |
Web Based Login | Enable or disable Web Based Login |
Delete assets which have not been active for |
Toggle this parameter on or off.
|
Can Administrator Restore/Delete User Data.
These options must be edited from the Cloud Properties section if the Global Override toggle is disabled.
SharePoint Online
Overview
The SharePoint Online policy page shows a table with the following information and actions:
- Policy Name
- Maximum number of Versions Allowed
- Sites Mapped to Policy
- Actions
Create Policy
Clicking the Create Policy button in the upper-right corner will bring you to a new page to configure a new policy. Each policy needs a Policy Name and Description to create. Once you are satisfied with your policy, hit Save.
Each tab has a set of parameters that can be edited. The tables under the headings below list all the parameters that are available.
General
Backup Information
Schedules |
Select one or more schedules from the dropdown list. You can also select Create New Schedule to add a new schedule to the list. If schedules are added to the list, a Schedule Details summary will appear on the right, showing an overview of the schedules selected and providing an action button to edit them. |
Maximum number of Versions Allowed |
Toggle this parameter on or off.
|
Backup all versions created since the last backup but not exceeding |
Toggle this parameter on or off.
|
Maximum Permissible File Size (In MB) |
Toggle this parameter on or off.
|
Per Site Backup Storage Limit (In GB) |
Toggle this parameter on or off.
|
Archive documents from SharePoint Online if
Toggle this parameter on or off. If enabled:
Site consumption is higher than (%) |
Toggle the checkbox to determine whether to archive documents from SharePoint Online once the site consumption exceeds the percentage you specify. |
Documents have not been modified in (days) | Toggle the checkbox to determine whether to archive documents from SharePoint Online if documents have not been modified in the number of days you specify. |
Documents are of size greater than (MB) |
Toggle the checkbox to determine whether to archive documents from SharePoint Online if documents exceed the size you specify. |
Backup Information
Default Folders to Backup |
If desired, add default folders to be included in the backup. A Default Folders summary appears on the right, along with an X button to quickly remove folders. |
Exclusion Folder Name |
If desired, add folders to be excluded from the policy. An Excluded Folders summary appears on the right, along with an X button to quickly remove folders. |
Filters
Filter type |
Specify if the filter should include or exclude the files specified. You can select Create New Filter to configure a filter name, choose a template, and select specific file extensions to exclude. |
Filters |
Select from the dropdown menu which filters you wish to include. There are several presets (such as Office Files, Videos, etc.) that can be selected, or you can create your own next to the Filter Type dropdown. The Filters summary on the right will show the extensions of the filters you select, as well as provide an option to Edit the file extensions in the filters listed. |
Advanced
Options
Web Based Login | Enable or disable Web Based Login |
Delete users/assets which have not been active for |
Toggle this parameter on or off.
|
Can Administrators Restore/Delete User Data
These options must be edited from the Cloud Properties section.
Policy Actions
Each Policy area has a number of quick actions listed in the overview table.
View Policy
Opens a non-editable view of the policy, showing which parameters are configured and their values.
Edit Policy
Opens the Edit Policy window for the specified product.
Clone Policy
Opens the Edit Policy window for the specified product and prepopulates all parameters and fields with identical settings to the policy that was selected to be cloned. "_copy" is appended to the policy name to distinguish it, but you can also choose an entirely new name if desired.
Block Policy
Upon confirmation, blocks the specific policy from taking effect.
Export Policy
Downloads a PDF document that outlines the policy's parameters and values.
Filter Policy
Shows a list of all file extension filters, including preset filters. You can edit or delete a specific filter, or create a new one.
Schedule Policy
Shows a list of all schedules. You can edit or delete a specific filter, or create a new one.
'No Backup' Windows
Shows a list of all 'No Backup' windows. You can edit or delete a specific 'No Backup' window, or create a new one.
Policy Mapping
Microsoft Exchange, and OneDrive for Business
Search for a single user/site/asset, a comma-separated list of users/sites/assets, or 'all' to show all users/sites/assets. Hit Enter to display the search results.
For a specified user/site/asset, click Change Policy to select a new policy for that entity from the dropdown list, then select Save Policy.
SharePoint Online
SharePoint policies are managed via a two-column list. To change policies, follow the steps below:
- If needed, search for Sites using a single name, a comma-separated list of sites, or 'all'.
- Check the checkbox for each site whose policy you want to change, then click the green arrow pointing to the right.
- Choose a SharePoint Online Policy Name from the dropdown menu, then hit Map Policies.
Map policies in bulk
Not available for SharePoint Online.
You can use this action to quickly change the policy for a large number of users/assets/sites.
General
- Select a desired Policy Name from the dropdown menu.
- Under User Names, click the Browse button to upload a text file of comma-separated users/assets to apply the policy to, or enter the name of a filter to apply to that filtered set of users.
- Hit Save Policy.
Advanced
Using a policy template, upload a completed spreadsheet containing the details of the users/assets you wish to change as well as what policy you wish to use.
User Migration
a | Migration Overview | Shows the number of users currently in your environment. |
b | Migration Status | Check the status of all migrated users. |
c | Import Users | Import users from AAD |
Migration Status
Shows a table of all users and their migration status, including the following parameters:
- User ID
- Migrated Time
- Migrated by
- Status
- Reason
Import Users
This area should be used by CrashPlan support only. If you wish to import users with Azure Active Directory, contact Support.
Users
c | Search | Search the list for a desired UserID, Display Name, Email Address, or Policy name. |
d | User ID | A list of User IDs |
e | Display Name | The Display Name of the user. This may differ from the UserID and Email Address |
f | Policy Name | Displays which policy the user is governed by. |
g | Last Modified Time | The date and time when the user's information was last changed. |
Status | Shows whether or not the user is active. | |
Migration Status | Shows the user's migration status (if applicable). | |
h | Actions |
Edit Profile and Assets bring up the specified user's User Account Details page. Block immediately blocks the user after confirmation. |
Create Users
Upon clicking Create Users, you'll be shown a number of fields to configure a new user. Once you are done, hit Save.
Username | Specify a new username |
Specify a valid email address to be associated with the user | |
Generate Password |
Toggle this parameter on or off.
|
Display Name |
If desired, specify a display name for the user. This is often a "friendly name" to help identify the user, such as their full name. |
Location |
If desired, enter a location for the user. |
Department |
If desired, enter the user's department. |
Backup Target |
Specify the user's OneDrive for Business Login Id |
Basic Information
Username | Specify a new username |
Specify a valid email address to be associated with the user | |
Generate Password |
Toggle this parameter on or off.
|
Display Name |
If desired, specify a display name for the user. This is often a "friendly name" to help identify the user, such as their full name. |
Location |
If desired, enter a location for the user. |
Department |
If desired, enter the user's department. |
Backup Target |
Specify the user's OneDrive for Business Login Id |
M365 Information
Microsoft Exchange Backup |
Toggle this parameter on or off.
If backup is enabled for the user, choose a Microsoft Exchange Backup Policy Name in the dropdown menu to apply. |
OneDrive for Business Backup |
Toggle this parameter on or off.
If backup is enabled for the user, choose a OneDrive for Business Backup Policy Name in the dropdown menu to apply. |
SharePoint Online Backup |
Toggle this parameter on or off.
If backup is enabled for the user, choose a SharePoint Online Backup Policy Name in the dropdown menu to apply. |
Manage Users in Bulk
Create Users
Using the Excel template provided, enter the details for users you wish to create, then upload using the Import User ID's from Excel button.
Block Multiple Users
Using the Excel template provided, enter the details for users you wish to block, then upload using the Import User ID's from Excel button.
Delete/Unblock Multiple Users
Using the Excel template provided, enter the details for users you wish to delete/unblock, then upload using the Import User ID's from Excel button.
Approve User Blocking
Select Get User List to show a list of blocked users waiting for approval. Check the box next to the desired user name and select Block or Cancel. You can also select Export Users to export a list of users currently waiting for approval.
Bulk mapping of users to a multiplexed OneDrive for Business
Select from a list of unmapped users, then assign a OneDrive for Business ID to use as a backup target.
Export Users
Export a list of either All Users or Only Active Users to an Excel spreadsheet to download.
Unusual Activity Dashboard
More information on this new feature coming soon!
Support
Click Create Support Ticket to open the CrashPlan ticket creation form.
Downloads
A table of any files requested via the Download feature. The File name, Size, and Modification Time are listed. Clicking Download will download a .zip file with the requested data.