Step 4. Finish Working with Onboarding Wizard

At the Finish step of the wizard, choose how backup policies will be created:

NOTE

Before you select whether Veeam Data Cloud automatically configures backup policies or lets you manually create the policies after onboarding, make sure you have secured the following:

The customer is familiar with the Veeam Data Cloud services licensing model.
You have discussed with your customer which tenant users and services, for example, Teams or SharePoint, should be protected with Veeam Data Cloud.
You have reached an agreement on the resources to be included in the backup.

Select Automatically apply recommended Flex backup policies to all resources to let Veeam Data Cloud for Microsoft 365 create backup policies automatically. Then, do the following:

Click Enable Flex Backup Policies. The Veeam Data Cloud for Microsoft 365 starts to prepare the backup policies.
After the backup polices are ready, click Finish.

Select Manually apply Flex backup policies to resources. Then, click Create Flex Backup Policies.

The portal opens the Create new Backup policy wizard. To complete the wizard, follow the instructions in the Creating Flex Backup Policies section of the Veeam Data Cloud for Microsoft 365 User Guide.

If the Microsoft 365 tenant of the customer has more users than the Veeam Data Cloud platform threshold allows, 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.