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How to enable regular backups on Sharepoint

A step by step guide

Pavel Krkoška avatar
Written by Pavel Krkoška
Updated over a month ago

If you are the global administrator of your Microsoft account, you can enable backups as described below. If you are not, please create an administrator account in SingleCase first.

1. On the Settings -> Backups -> Regular Backups to Sharepoint page, click the toggle.

2. You will be automatically redirected to the Microsoft page, where please log in with an account with global administrator rights.

3. The system will then ask you to agree to the permissions for the SingleCase application. Agree.

4. After granting consent, you will be redirected back to the SingleCase administration. At this point, a security alert is sent to all colleagues in the Manager role. At the same time, the first backup is started.

5. After the first (and every subsequent) backup is created, a notification of the successful completion of the backup is sent to the same recipients along with a direct link to the repository. The same link is now also displayed in the administration, along with the date of the last backup.

6. Optional: Click on the link to the SharePoint website and add read access to all colleagues who should have access to the backup (by default, access to the website is not shared with your colleagues).

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