How to configure and run OneDrive Archiving (Capacity Savings)

Objective

Follow these steps to authorize, configure, and execute OneDrive Archiving (also known as Capacity Savings) to optimize your Microsoft 365 backup storage.

Environment

  • CrashPlan for Microsoft 365
  • Capacity Savings add-on purchased
  • Administrative access to the CrashPlan console

Procedure

Step 1: Grant administrator consent

Before you can configure archiving policies, a Microsoft 365 administrator must authorize the CrashPlan app to manage storage.

 Only required once
If you have already granted consent for SharePoint Archiving, you do not need to do it again.

  1. Sign in to the CrashPlan console.
  2. Navigate to Settings > Destination storage credentials > Microsoft 365 Configurations.
  3. Click Grant Admin Consent next to the Consent for Capacity Savings.
  4. In the Microsoft login window that appears, sign in using your Microsoft 365 Administrator account.
  5. Review the requested permissions and click Accept.
  6. Return to the CrashPlan console and verify that a green checkmark now appears under the Status column for Consent for Capacity Savings.
capacity-saving-admin-consent.png

Step 2: Configure the archival policy

Define the specific conditions a file must meet to be considered "cold" and eligible for archiving.

  1. Navigate to Policy Management > OneDrive Policy Configuration in the console.
  2. Click Create Policy (or select an existing policy to edit).
  3. Enable the toggle for Archive files from OneDrive for Business if.
  4. Check the boxes and define the thresholds for your desired eligibility conditions:
    • OneDrive consumption percentage
    • File inactivity duration
    • Minimum file size
  5. Save your policy configuration.
    A file must meet ALL of the selected conditions to be archived.
onedrive-archiving-params.png

Part 3: Execute the Capacity Savings job

Once your consent is granted and your policy is defined, you can execute the archiving job.

  1. Navigate to Manage Assets > OneDrive for Business > Capacity Savings in the console.
  2. To allow the system to run the job on a schedule, enable the Capacity Savings Job – Run Automatically toggle.
  3. To manually execute a job immediately, click Run Now.
  4. Select your desired execution mode:
    • Dry run: Evaluates the policy and generates an estimated savings report. No actual files are archived or changed.
    • Live run: Actively archives files matching your policy, replacing the original files in primary storage with lightweight URL stubs.
  5. If you selected a Live run, read the confirmation prompt and click OK to proceed.
  6. Monitor the progress of your active execution under the Capacity Savings Job Status section.
capacity-savings-jobs.png

Additional information

  • You can abort an actively running job at any time by clicking Stop (Abort) in the job status section. Any files that were already archived before the job was aborted will remain stubbed.
  • To review the exact storage reclaimed and the number of items stubbed during previous runs, click View Capacity Savings Job History.

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