This article contains procedures for some common tasks in CloudAlly.


  • An active CloudAlly account

The Process

  • Activating backups: From the CloudAlly Backups screen, click “Activate a new backup” and select the
    service you wish to backup (Exchange Online, SharePoint, OneDrive, Salesforce, G Suite, etc). Use OAuth or enter your
    admin credentials and then click start. Once the credentials are validated, the system will auto-discover all
    mailboxes or sites and then you can click “Activate All” or selectively activate backups by clicking on the start icons.
  • Monitoring your backups: You can view your daily backup activity on the Account Activity page. You will
    also receive a daily email backup summary by default. Contact support if you would prefer to receive a
    backup exception report (generated only when exceptions exist) instead of the daily report.
  • Data Recovery: From the Restore and Download page you can select the service you want to recover, select
    the user or site, and then located the data by date snapshot or granular search. Once you’ve selected the
    item(s) you can click on “Restore” to perform a non-destructive restore directly to the service, or
    click on “Download” to create a zip extract of the backup data.
  • Archiving Backups: From the Backups page, click on the edit icon to the right of your backup task. You can
    then archive backups if needed (off-boarding employees, etc) by clicking on the “Pause” function to the right
    of the backup. This will stop the daily backup process but you can still restore the data to another user/site
    or download the data as needed.
  • Managing your account: You can view your projected monthly billing amount from the Billing Payments
    page, change your email ID and display name from the CloudAlly Account page, or change your CloudAlly
    password from the Change Password page.
  • Security and User Management: Select Two-Factor Authentication in the Settings section to set-up 2FA
    for added security. You can also add other admins to your CloudAlly account and manage their permissions
    by clicking on User Management in the Settings section.