Overview
The Backup module provides a centralized view of backup protection status across your managed devices and Microsoft 365 services. Monitor backup health, identify at-risk systems, and track storage usage through the Cove Backup integration.
The Backup module requires an active Cove Backup integration. Configure your integration in Settings > Integrations to see backup data.
Getting Started
Prerequisites
- Cove Backup integration enabled and synced
- Appropriate user permissions to view backup data
Accessing Backup
Navigate to Backup from the main sidebar. The module has three main sections accessible via tabs:
- Dashboard: Overview of backup health metrics
- Devices: Detailed device backup status
- Microsoft 365: Exchange, OneDrive, SharePoint, and Teams backup status
Dashboard
The Dashboard provides a high-level view of your backup protection status.
Protection Status Cards
Monitor the overall health of your backup environment with four status cards:
| Status | Description |
|---|
| Protected | Devices with successful recent backups |
| Warning | Devices with backup issues that need attention |
| Failed | Devices where backups have failed |
| Unprotected | Devices without backup protection |
Storage Usage
View total backup storage consumption across all protected devices and services.
Devices Tab
The Devices tab shows detailed backup status for all monitored workstations, servers, and other devices.
For each device, you can view:
- Device name and type
- Company assignment
- Last successful backup timestamp
- Backup status (Protected, Warning, Failed, Unprotected)
- Storage consumption
Filtering Devices
Use filters to focus on specific devices:
- Filter by company to see backups for a specific client
- Filter by status to identify problem areas
- Search by device name
Microsoft 365 Tab
The Microsoft 365 tab displays backup status for cloud services:
- Exchange: Email and calendar backup
- OneDrive: Personal file storage backup
- SharePoint: Team sites and document libraries
- Teams: Teams data and conversations
M365 Backup Details
For each user or service, view:
- User/service name
- Associated company
- Last backup timestamp
- Items backed up
- Storage used
Common Tasks
Syncing Backup Data
Click Sync Button
Click the Sync button in the page header to refresh backup data from Cove
Wait for Sync
The button will show “Syncing…” while data is being refreshed
Review Updated Data
Once complete, the page will display the latest backup information
Backup data is synced automatically on a regular schedule. Use manual sync when you need the most current information.
Identifying At-Risk Devices
Go to Dashboard
Start on the Dashboard tab to see overall status
Check Failed/Warning Cards
Note the counts for Failed and Warning devices
Navigate to Devices
Click the Devices tab and filter by “Failed” or “Warning” status
Review and Take Action
For each at-risk device, investigate the cause and remediate
Monitoring Storage
View storage consumption at multiple levels:
- Dashboard: Total storage across all backups
- Devices Tab: Per-device storage breakdown
- M365 Tab: Per-user/service storage for cloud backups
Understanding Backup Status
| Status | Color | Action Required |
|---|
| Protected | Green | None - backups are healthy |
| Warning | Amber | Review - backup may be stale or incomplete |
| Failed | Red | Urgent - backup failures need immediate attention |
| Unprotected | Gray | Consider - device may need backup protection |
Failed backups should be investigated promptly. Extended periods without successful backups increase data loss risk.
Best Practices
- Daily Review: Check the Dashboard daily to catch backup issues early
- Address Warnings: Don’t ignore warning status - investigate before they become failures
- Storage Planning: Monitor storage trends to plan for capacity needs
- Document Exceptions: Keep notes on any intentionally unprotected devices
Troubleshooting
No Backup Data Showing
If the backup pages show no data:
- Verify your Cove Backup integration is active in Settings > Integrations
- Check that the integration has completed its initial sync
- Click the Sync button to refresh data manually
- If issues persist, check the integration status for error messages
Stale Backup Data
If data appears outdated:
- Click the Sync button to trigger a manual refresh
- Check the “Last backup check” timestamp on the Dashboard
- Verify the Cove integration credentials are still valid
