Creating First Backup Policy

When you start to create the first backup policies for a customer, the portal opens the Setting up first backup wizard. For example, after you finish working with the Onboarding wizard.

The portal limits the number of Microsoft 365 users for which you can create the first backup policy yourself. If the number of users in the Microsoft 365 tenant of the customer exceeds this limit, the portal will prompt you to book a meeting with Customer Success to arrange the backup policy setup. To check availability and schedule your meeting, go to VCSP Meeting Calendar.

To create the first backup policies, do the following:

In the Setting up first backup wizard, use one of the following options:

Select Yes to create the recommended backup policies automatically. You can edit the policies later. For details, see Editing Flex Backup Policies.
Select Yes for a limited number of licences to limit the number of users that will be backed up by the automatically created policies. You can specify objects that will be backed up after you click Continue.
Select No to create the policies manually. For details, see Creating Flex Backup Policies.

Click Continue to create the backup policies.