> For the complete documentation index, see [llms.txt](https://helpcenter.xopero.com/xopero-one-en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpcenter.xopero.com/xopero-one-en/backup-and-recovery/microsoft-365/backup/creating-a-backup-plan.md).

# Creating a backup plan

## Backup plan setup <a href="#backup_plan_creation" id="backup_plan_creation"></a>

{% stepper %}
{% step %}
Login to [**XMS**](#user-content-fn-1)[^1], open the **Plans** > **Backup** tab and click the <img src="/files/cP3ARjuLWqJ9T4N5H2Cb" alt="" data-size="original"> **Add plan** button in the top bar.
{% endstep %}

{% step %}
Select **Microsoft 365** from the list.
{% endstep %}

{% step %}
Specify a name for the backup plan. Select the **Microsoft 365** environment you want to include in the backup process, and choose the users to back up.

{% hint style="success" %}
**Xopero ONE** supports **Microsoft 365** groups — they appear in the users list and can be used to filter that list, **including when creating a backup plan**. To access the groups field in **Xopero ONE**, you must re-register your **Microsoft 365** organization.
{% endhint %}
{% endstep %}

{% step %}
Choose the data you want to protect. Here, you can also change the **default worker**, which is the device directly responsible for the backup process of your repositories.

{% hint style="success" %}
You can have multiple workers and assign different workers to each backup plan.
{% endhint %}

{% hint style="info" %}
It is worth noting that the **cloud worker** (a cloud-installed **Xopero ONE** worker) allows you to perform cloud-to-cloud backups if you want to store your backups in the cloud.
{% endhint %}

<figure><img src="/files/EW9pDwUjuMDRzokjSqzn" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select one of the locations assigned to your **Xopero ONE** instance as storage.

<figure><img src="/files/nPdEJSv4GBrdZezw4NKg" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Customize the scheduler and specify how long your data should be retained.

<figure><img src="/files/KF8R8x8N9JauVJ2Y9nM0" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
If necessary, adjust the advanced settings such as encryption, error handling, or bandwidth limits to fit your requirements.

<figure><img src="/files/8IS0gWGixx1vz0GjNBAg" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Double-check your data and click **Save** to create the backup plan.
{% endstep %}
{% endstepper %}

[^1]: Xopero ONE Management Service


---

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