Hi @drPhil,
I will add to the information that @Sujay kumar already provided.
When you setup the MS365 application, you need to define a MS365 plan and a server plan.
Your MS365 plan is a specific plan only usable for MS365 applications (hence the name 😉) and defines the way the MS365 application handle content and the retention. You can see these as the old Exchange policies combined (archive, retention and cleanup policies) and they are associated to the content in the applications. Retention rules overrule the retention settings in
The server plan defines backup copies and schedules. You can see these as the combination of storage and schedule policies. You can use these for any type of agent/backup type. When a server plan has a snapshot copy (usually snap primary), these options are provided and go into effect when used for a backup agent that uses intellisnap.
If a backup agent does not use intellisnap, the snapshot copy and the snapshot option don't do anything and are ignored. As MS365 backups don't have an option to use snapshots, they don't do anything to the MS365 backups.
You don't have to create separate server plans for MS365 and just let you MS365 backups follow the usual backup copy logic you use for any other backup but I would advice you to think about it. Due to the aging mechanic I explained to you in another thread, it might be better to do create a separate server plan (without snapshot copies) that allow you to better control storage usage by these backups.
I hope this clears things up a bit.
Kind regards,
Paul
