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docs: name the M365 account Veeam needs when adding an organisation - #19

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docs: name the M365 account Veeam needs when adding an organisation#19
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@ndfivegn ndfivegn commented Sep 2, 2026

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Raised by COS-4132.

The app-only auth rewrite in #17 removed the backup service account prerequisite. Veeam still asks for a username when an organisation is added with an existing Entra ID application, so the page understated what the customer has to hand over.

This puts the account back as a prerequisite, corrects the details we collect in the joint session, and covers the public folder case (active mailbox, Exchange Online licence, Owner permission on the folders).

The old Global Reader, Exchange Administrator, SharePoint Administrator and Teams Administrator list stays out. Those roles apply to restores through the device code flow, and restores here use the application certificate.

Sources:

🤖 Generated with Claude Code

https://claude.ai/code/session_0183f9SrbggbtXU6SD962By6

The app-only auth rewrite dropped the backup service account prerequisite
outright. Adding an organisation with an existing Entra ID application still
asks for a username: an account in the customer tenant that Veeam uses for
Exchange impersonation. The organisation name field only replaces it when
SharePoint Online and OneDrive are the only services protected, and AUCyber
backs up Exchange and Teams as well, so the customer does have to supply an
account.

Public folder mailboxes need that account to have an active mailbox, an
Exchange Online licence and Owner permission on the folders.

The four admin roles from the old page stay out. They apply to restores
through the device code flow, and restores here use the application
certificate.

Raised by COS-4132.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0183f9SrbggbtXU6SD962By6
Signed-off-by: nd0001 <nd0001@ss.australiacloud.com.au>
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ndfivegn merged commit 9e2fad2 into main Sep 2, 2026
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ndfivegn deleted the nd/m365-account-prereq branch September 2, 2026 00:35
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