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

Register CodeTwo application in Microsoft Entra ID

To enable CodeTwo Backup to connect to Microsoft 365 (Office 365) by using the secure OAuth 2.0 authorization protocol, first you need to register a CodeTwo application in Entra ID for all Microsoft 365 tenants that will be used in the program. Next, to allow the CodeTwo application to access your data and perform the necessary tasks, you also need to grant the necessary permissions to that application.

Use the links below for guidelines on how to register the CodeTwo application in Entra ID (Azure AD):

  1. Before you start
  2. Register a new application in Entra ID
  3. Configure application permissions
  4. Assign certificates / secrets to an app in Entra ID

Before you start

Keep in mind that CodeTwo software can perform the registration automatically. You simply need to provide the credentials of a user with the Global Administrator or Privileged Role Administrator role in the server connection wizard. To learn more, see the articles about:

If you want to continue with manual registration, proceed to the next section.

Registering a new application in Entra ID

  1. Sign in to the Microsoft Entra admin center.
  2. Navigate to Entra ID > App registrations. 
  3. Click New registration (Fig 1.). This opens the Register an application page.

The App registrations page in the Microsoft Entra admin center.
Fig 1. The App registrations page in the Microsoft Entra admin center.

  1. Enter a name for the application (e.g., CodeTwo Backup app) and click Register (Fig 2.). You can leave the other options to their defaults.

Registering the CodeTwo application with Entra ID.
Fig 2. Registering the CodeTwo application with Entra ID.

Configuring application permissions

  1. On the application Overview page, click View API permissions (Fig 3.). The API permissions page will open.

Accessing the API permissions page.
Fig 3. Accessing the API permissions page.

  1. Click the Add a permission button and in the pane that opens click APIs my organization uses (Fig 4.).

Listing all APIs available for your organization.
Fig 4. Listing all APIs available for your organization.

  1. Enter Office 365 in the search box and select Office 365 Exchange Online (Fig 5.).

Finding the Exchange Online API.
Fig 5. Finding the Exchange Online API.

  1. Click Application permissions, expand Other permissions, select full_access_as_app and then click Add permissions (Fig 6.).

Adding a new permission to an application in Entra ID.
Fig 6. Adding a new permission to an application in Entra ID.

  1. Click Add a permission and select Microsoft Graph under Microsoft APIs.
  2. Click Application permissions and select the permissions required by a specific server connection type:

If you are configuring a connection to Exchange Online, select:

  • Directory.Read.All
  • Group.Read.All
  • MailboxSettings.ReadWrite
  • User.Read.All
    and skip to this step.

If you are configuring a connection to SharePoint Online, select:

  • Directory.Read.All
  • Group.Read.All
  • User.Read.All
    and go to the next step.
  1. (SharePoint Online connections only) Click Add a permission once again and click APIs my organization uses (see Fig 4.). Type Office 365 in the search box, click Office 365 SharePoint Online on the list (see Fig 5.) and choose Application permissions. Select the following permissions:
  • Sites.FullControl.All
  • User.Read.All
    and click Add permissions.
  1. Back on the API permissions page, click the Grant admin consent for <your organization name> button (once it becomes available) and then click Yes to confirm (Fig 7.).

Granting the necessary consents.
Fig 7. Granting the necessary consents.

Assigning certificates / secrets in Entra ID

You need to assign a certificate or client secret (app password) to the newly added application. This will allow the OAuth protocol to prove the application’s identity. Follow the steps below to assign a certificate or add a client secret to the CodeTwo application registered in Entra ID (Azure AD).

Important

Note that client secrets (app passwords) cannot be used if you want to connect to SharePoint Online from CodeTwo Backup. For this scenario, you can use a certificate only.

  1. Navigate to Entra ID > App registrations > All applications and select the newly added application (in this example: CodeTwo Backup app).
  2. In the navigation menu, click Certificates & secrets (see Fig 8.). Now, you need to assign either a certificate or client secret to the CodeTwo application.
  3. 3a To assign a certificate, click Certificates > Upload certificate, select your certificate file and click Add (Fig 8.). The certificate needs to be signed with a key size of 2048 bits.

Assigning a certificate in Entra ID.
Fig 8. Assigning a certificate in Entra ID.

  1. 3b To add a client secret, click Client secrets > New client secret, enter a short description (e.g., CodeTwo Backup app), select the expiration time (whichever suits your needs) from the drop-down menu, and click Add (Fig. 9.).

Creating a new client secret for an application registered in Entra ID.
Fig 9. Creating a new client secret for an application registered in Entra ID.

Important

Make sure to copy the client secret value to clipboard (Fig 10.) or use it in your CodeTwo application straightaway, because once you refresh the page, you will not be able to view that value again. You will have to create another client secret.

How to copy the client secret value to the clipboard.
Fig 10. How to copy the client secret value to the clipboard.

Once done, the application registration process is completed. You can now configure an Exchange or SharePoint connection in CodeTwo Backup. All the information that you need to provide in the Application details step of the server connection wizard (Fig 11.) is provided in Entra ID either on the application overview page (Application (client) ID and Directory (tenant) ID) or on the Certificates & secrets page (the Certificates or Client secrets tab).

Important

If you have used a certificate to identify an application, you can enter the Certificate thumbprint only if the certificate associated with the CodeTwo application has been added to the correct certificate store on the machine where the application is installed. If not, use the Import button to add the necessary certificate to that store.

Application registration details filled out in Exchange connection wizard.
Fig 11. Providing the registration details in the Exchange connection wizard in CodeTwo Backup.

For more information on how to configure server connections, refer to:

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