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centrexIT
Knowledge Center

CentrexIT M365 Backups - Test Restores.

KB00040405
Mike Hicks Work Instruction 1 min
PublishedMike Hicksv2.5
Published Oct 10, 2025Expires Jan 9, 2027

Backups must be tested to verify they work.


vITMs and CS Team


vITMs, CS


Sucessful test restores completed quarterly by CS team.


CS Team will do the restores, vITMs will create restore tickets on a quarterly basis.


  1. Prerequisite Steps (Should be completed a few days prior to the Halo ticket submission:
  • Identify the 2-5 users that will have files restored each time and have them complete the following. Record the users that will do the following

    1. Create a Outlook folder called “Test Restore” with 5-10 files/emails that can be restored.
    1. Create a onedrive folder in the users one drive with the name “Test Restore”, add 5-10 generic files for restore
  • Identify 1-2 teams or sharepoint sites and create a folder in that site called “Test Restore” with 5-10 generic files for restore - Record these sharepoint/teams sites

  1. Create a re-occuring planner task for the client with the users and sharepoint/teams site information to reoccure every quarter in the clients planner space with the details from step 1.
  2. When that planner task is due for completion for the quarter, create a Halo request ticket with the users and folder details from step 1 as the listed items to be restored in the request ticket.
  • Name the ticket “ClientName - current Year & month - M365 Test restore” (Example: KPE - 2024-10 - M365 Test restore)
  1. Assign the ticket to Centralized Services Team.
  2. After CS completes the ticket, mark the client test restore planner ticket completed.
  3. Repeat these steps each quarterly date for each client with M365 Backups.

  1. See relationship to related processes.