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Smart Backup for SharePoint
Updated over 2 months ago


❗IMPORTANT

The Smart Backup feature is enabled by default for all customers on June 29, 2024. If you have any questions or do not want this setting enabled by default, contact Support.


Overview

The Smart Backup feature for SharePoint Online sites leverages an intelligent site change detection algorithm to selectively backup sites whose content has been modified, thereby skipping redundant backups of sites without content changes and optimizing resource utilization.

Smart Backup Workflow

This section explains how Smart Backup works.

Step 1 - Identify Backup Type

  • Manual or Full Scan Requested?

    • Yes: Launch a normal or full scan backup.

    • No: Proceed to check for site modification time (mtime) changes.

Step 2 - Check if mtime is updated

  • Changes Detected?

    • Yes: Initiate a normal Backup for the containers that have been modified.

    • No: The last restore point is committed as the current restore point and backup process is completed.


📝NOTE

Smart Backups rely on site modification time (mtime) to determine whether a backup is necessary.

Any changes to file permissions, settings, change in views or UI language, user alerts alone won't trigger a backup, since these changes typically don't alter the mtime. However, Smart Backups still capture these changes during mandatory backups, which are scheduled at user-defined intervals (2-90 days, default: 7 days)

To learn more about the parameters that influence mtime, refer to the Factors Triggering SharePoint Site Backups below.


Benefits of enabling Smart Backup

Implementing Smart Backup can help;

  • Mitigate API throttling issues.

  • Improve service level agreement (SLA) compliance for SharePoint sites undergoing content changes.


📝NOTE

Smart Backup exclusively supports Graph API backups. If Smart Scan is enabled for sites utilizing REST API backup, regular backups will be performed for them.


Enable or Disable Smart Backup

Smart settings can be enabled or disabled through Default Backup Settings for SharePoint Online site collections, as well as for SharePoint sites associated with Teams and groups.

Procedure

To enable or disable Smart Backup at workload, follow these steps:

  1. Navigate to Groups/SharePoint/Teams on your Druva console.

  2. Go to Settings.

  3. Click on Edit (Default Backup settings).

  4. Check or uncheck "Enable Smart Backup"

  5. Choose the Mandatory Backup interval between 2 to 90 days.

  6. Click Save.

Enable or Disable at Site Level

Smart settings can be enabled or disabled for a specific SharePoint Online site collection. However, for Teams and Groups, they can only be enabled or disabled at the parent site level; it is not possible to modify them directly from SharePoint Online.

Procedure

To enable or disable Smart Backup at workload, follow these steps:

  1. Navigate to Groups/SharePoint/Teams on your Druva console.

  2. Go to All Groups/All Sites/All Teams.

  3. Select the Group/Site/Team and then select Configure for Backup.

  4. Click on Custom under backup settings.

  5. Check or uncheck Enable Smart Backup.

  6. Choose the Mandatory Backup interval between 2 to 90 days.

  7. Click Save.

Factors Triggering SharePoint Site Backups

The backup process is initiated when the following actions are performed on a SharePoint site:

Content Management

  • Creating attachments, content types, distribution lists, folders, lists, list items, subsites, and views

  • Uploading documents

  • Adding columns, site columns, and quick launch items

  • Updating columns, distribution lists settings, and views

  • Deleting content and columns

  • Restoring from the recycle bin

  • Changing file metadata

User Management

  • Adding admins from the admin center site

File Sharing

  • Sharing files

Factors Not Triggering SharePoint Site Backups

The backup process is bypassed when the following actions are performed on a SharePoint site:

  • Adding or updating a site column

  • Modifying Supported UI Languages

  • Adding or updating a Quick Launch Node

  • Modifying List / Document Library Views

  • Changing role assignments at any level

  • Modifying site user alerts

Audit Trail

When an administrator enables or disables this feature, an audit trail will be automatically recorded for the respective workload.

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