This manual refers to an old version of CodeTwo Backup. Go here if you use the latest version.


CodeTwo Backup is designed to create local backups of your Exchange and SharePoint data sitting on Office 365 and on-premises servers. The program allows you to back up mailboxes, public folders, SharePoint site collections, team sites connected to Office 365 groups, as well as Office 365 users' personal OneDrive for Business sites. CodeTwo Backup can be installed on any Windows-based machine, physical or virtual, located within a particular domain for Exchange or SharePoint on-premises backups or with internet access for Exchange Online and SharePoint Online backups, that meets the specified system requirements. The built-in search mechanism makes it possible to look through the backed-up data in detail, from entire mailboxes and SharePoint sites to individual folders, lists, libraries, and even items, such as emails and their attachments. You can then restore selected items, folders or whole mailboxes and sites to a chosen target location. CodeTwo Backup can be used to back up and restore data for Exchange Server 2019/2016/2013/2010 (SP1 and newer), SharePoint Server 2016/2013, and Office 365 (Exchange Online, SharePoint Online and OneDrive for Business).

Backup - Overview diagram.

How it works

To back up your data, you need to define a job referring to particular mailboxes or SharePoint sites residing on your on-premises server or in Office 365. CodeTwo Backup enables you to create multiple jobs that can be run concurrently. Mailboxes and other data are processed by jobs in recurring cycles or as one-time jobs and saved to a local repository called a storage – a local folder on a machine where the program is installed where backups of Exchange and SharePoint data are kept. The program backs up data using the recurring incremental backup model. Thanks to this solution, the amount of data pulled from the source server in subsequent backup cycles is limited only to new or modified items, which reduces the size of the storage and saves time (read more about item versioning).

You can choose to back up individual or multiple Exchange mailboxes or SharePoint sites. Additionally, you can configure the Exchange backup job to back up items depending on their age or to exclude special folders, such as Deleted Items or Junk Email, from being backed up.

Learn how to create backup jobs

Data restoring

Data saved in a storage location is displayed by the program in a way that mimics the original folder structure of mailboxes and SharePoint sites. Thanks to this solution, you can quickly browse and search data backed up in a storage by using a variety of filters (such as text fields, date, size, sender, recipient, etc.). This also allows you to find the exact item you want to restore. CodeTwo Backup lets you perform granular restore operations (via restore jobs), which means that you can recover individual items, selected folders or SharePoint list and libraries, as well as entire mailboxes or sites. You can also select exact versions of source items or select items depending on their modification time. As far as the target location for data restoration is concerned, you can choose between the original source (the original mailbox, site, folder, etc. on the same server) and another location (different mailbox/site/folder on the original as well as another server). The program also allows you to decide how to resolve item conflicts  you can choose to overwrite the existing items, leave them unchanged or duplicate them.

Learn how to create restore jobs

Data retention policy

CodeTwo Backup features data retention policies that allow you to perform automatic removal of items which are older than a desired amount of time (e.g. a number of days) from their storage location. A retention policy is always applied separately for each of your storage. Thanks to this function, you will never encounter an error caused by insufficient free storage space on your server. What is more, we strongly recommend combining a data retention policy with the storage archiving feature described below.

Read more about CodeTwo Backup data retention policies 

Storage archiving

When you are backing up your Exchange data, the storage takes more and more space on your hard disk. Consequently, at some point, you will need to store your data on some external drives or in a network location. This can be done using archive jobs. If you combine storage archiving with data retention policies, you will be able to e.g. store all Exchange data on the external drive and keep only the latest items inside a storage space. If necessary, you can always recover data from archived storage objects by importing the archive to the program.

Learn how to create archive jobs

Scheduler and activity periods

You can define the time frames (called activity periods) when a job will be running. This allows you to schedule the program e.g. to back up data only during the lowest traffic on your server. The scheduler can be considered as a tool that automatically clicks the Start and Stop buttons for a job within defined time frames.

You can use the scheduler for various types of jobs, both continuous (default) and one-time, but the available configuration options differ depending on the job type.

Learn more about the scheduler and activity periods

Working with multiple servers

The program can be used to back up and restore data simultaneously for multiple Exchange and SharePoint servers located even in different domains or forests. The program can also work with Office 365 and on-premises environments at the same time. As the choice of a server connection is done per job, each job can be connected to a different server.

Learn more about managing server connections

Background operation

CodeTwo Backup consists of two main components: the Administration Panel and the Backup Service. The Administration Panel is used to define and manage all the features of the program, whereas the Backup Service is responsible for executing jobs, i.e. backing up and restoring data. Such a solution makes it possible to run all jobs in the background and does not require the Administration Panel to be constantly open. Furthermore, you do not even need to log in to the system.

Learn more about the program's components

See next

Frequently Asked Questions

Supported platforms and requirements

Quick guide to creating and restoring backups


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