Add Microsoft 365 Organization Account using Credential Process
The Microsoft 365 Organization has to be added as a data source in the BDRCloud Server. This will establish a connection between the Microsoft 365 and the BDRCloud Server allowing users to perform cloud backup for Microsoft 365 using the BDRCloud Server console.
Navigate to the Data Source section under the SaaS Applications main tab. Click on “Add Microsoft 365 organization”. On the page that opens once again click on “Add Microsoft 365 organization.”
Step 1 : Add Method Selection
Azure Cloud Environment Selection
You can select the Azure Cloud environment that your Microsoft 365 account is located in. BDRCloud Server needs to access the Microsoft 365 APIs for backup and recovery from within the same cloud environment as your Microsoft 365 account. If your account was created in the global Azure environment, then the BDRSuite Backup Server will automatically use this environment by default. However, if your organization is using Azure (US Government GCC High & DOD) or Azure China , then you can choose the specific government cloud you are using.
Select a method to add M365 organization
This option lets you choose the method using which you want to add the Microsoft 365 organization.
Note: If your Microsoft 365 organization is using the global Azure environment in the above step then you can add the organization in all the three different methods listed on the UI. If your Microsoft 365 organization is using Azure US government or Azure China then choose the specific government cloud you are using and you can do that only using the Device Code or the Manual process. i.e. you cannot use this Credential Process.
Choose this option to add a Microsoft 365 organization account for backup and recovery, and allow BDRCloud to automatically complete the necessary steps using credential process to obtain authorization to access the M365 organization account.
Step 2: BDRCloud Server Authorization
- Once the Automatic Credential Process is chosen click on the ‘Next::BDRSuite Authorization’ button to proceed.
- The page will be redirected to ‘Microsoft Sign in’ and you will be asked to select the account or enter username.
- Once the username is provided you will be asked to provide the password. Enter the password and click ‘Sign In’.
- If Signed in Account is a non admin account then ‘Need Admin Approval’ dialog will be shown.
- If Signed in Account is an admin account then ‘Grant Access’ dialog will be displayed.
- Once the approval is granted ‘Application Creation is in Progress’ dialog will be shown.
- Once the Application is created, details will be populated in the input field of the ‘Completion Steps’ page in the BDRCloud UI automatically.
Step 3: Completion Steps
The following details will be automatically fetched as shown in the above image representation.
1. Organization Name
Enter a name using which you can identify the same.
2. Tenant ID
3. Application ID
4. Application Password
Note: Make sure the ‘Application password’ is copied and saved locally for future reference.
When these required details are automatically fetched then click on save and the organization will be added in the BDRCloud Server and will be listed on the Add & Manage Microsoft 365 Organizations page. You can make changes to the added organization by clicking on the edit option and apart from editing the App ID and App Secret key, there is no password requirement to have the other details and changes updated.
