Installation process

CodeTwo Backup can be installed on any computer that meets the installation requirements. This includes both physical and virtual machines. The program is also available on Azure Marketplace, which means you can easily deploy it on Azure virtual machines. Make sure that the machine on which you install the program has a stable and uninterrupted high-speed internet connection and is turned on all the time, otherwise no backups will be created. Follow the links below to:

Install CodeTwo Backup using a setup file

Download the program from the CodeTwo website and run the downloaded installer. This will install two components on your machine: the Backup Service and Administration Panel. The program needs to be installed using a local administrator account. The table below briefly describes the two components of the program and required installation rights:

CodeTwo Backup components Purpose Installation rights

Backup Service

Executes all jobs and settings defined in the Administration Panel.

  • Local administrator

Administration Panel

Used for defining all jobs and settings of the program.



If you intend to back up on-premises Exchange or SharePoint data, the program needs to be installed in the same domain where your Exchange Server or SharePoint Server resides.

The program is installed via a typical Windows installation wizard. You need to go through all the steps that include e.g. accepting the License Agreement or selecting an installation path.

After the installation is completed, the wizard closes, and the program starts automatically. During the first run, the Quick Tour window is displayed, which shows the main features of the program (Fig. 1.).

Backup Quick tour
Fig. 1. The Quick tour window.

Deploy CodeTwo Backup in the Azure portal

Create an Azure VM with CodeTwo Backup

Follow the steps below to create an Azure virtual machine based on Windows Server 2019, with CodeTwo Backup preinstalled and working in a 30-day trial mode. If you don’t have an Azure account yet, you can create a free account here.

  1. Go to the CodeTwo Backup app on Microsoft Azure Marketplace and click GET IT NOW (see Fig. 2.).
  2. In the window that opens, sign in with your Microsoft account (or create a new account) and click Continue (Fig. 2.). You will be redirected to your Microsoft Azure portal.

Backup - Install - Azure Marketplace
Fig. 2. Deploying CodeTwo Backup from the Azure Marketplace.

  1. In the Azure portal, click Create to begin the virtual machine (VM) provisioning process (Fig. 3.). This option will automatically select the recommended virtual machine that fulfills all system requirements of CodeTwo Backup.


You can also use the Start with a pre-set configuration option instead. If you do so, you will be asked to select your workload environment and type first. Based on your selection, a dedicated VM will be chosen. Click Continue to create a VM to proceed to the next step.

Backup - Install - Create VM
Fig. 3. Creating a virtual machine with CodeTwo Backup in the Azure portal.

  1. The Create a virtual machine page opens. On the Basics tab, fill in all the necessary fields marked with the red asterisk (*), such as Virtual machine name, Username (don’t use spaces or any special characters here!), Password, etc. (Fig. 4.). Make sure CodeTwo Backup for Office 365 is selected in the Image (operating system) drop-down menu. This image is used to deploy Windows Server 2019 and CodeTwo Backup on your virtual machine. If you want to change the recommended virtual machine specifications, click Change size under Size. For more information on how to create a virtual machine in the Azure portal, refer to this Microsoft article.

Backup - Install - Provisioning VM
Fig. 4. Provisioning the virtual machine in the Azure portal.

  1. (Optional) Use other tabs to configure the VM to your needs. For example, you can select additional data disks on the Disks tab. Make sure your virtual machine has enough space to back up your data.
  2. Go to the Review + create tab to begin the VM validation process. If you get the Validation passed notification, click Create at the bottom of the page to deploy your virtual machine. Note that the VM deployment process usually takes a couple of minutes to complete.

Connect to Azure VM (RDP)

Once the virtual machine with CodeTwo Backup has been deployed, you need to connect to it to start creating your backups. Follow the steps below to connect to your VM with a Remote Desktop (RDP) session.

  1. In the Azure portal, click Virtual machines in the left navigation menu, and then select your VM (Fig. 5.).

Backup - Install - Selecting VM in Azure
Fig. 5. Navigating to your virtual machine in the Azure panel.

  1. Click Connect at the top of the page and select RDP (Fig. 6.). If the Connect button is not available, you need to start the virtual machine first.

Backup - Install - Connect via RDP
Fig. 6. Selecting the Remote Desktop (RDP) connection.

  1. Use the default settings (recommended) and click Download RDP File. If necessary, change the IP address and Port number to meet your needs.
  2. Launch the downloaded RDP file and use the credentials specified in this step to connect to your virtual machine. Type the username as Virtual machine name\Username (Fig. 7.), e.g. CodeTwoBackup\Backupadmin

Backup - Install - RDP credentials
Fig. 7. Connecting to an Azure VM with a Remote Desktop session.

  1. If you receive a certificate warning, you can ignore it by clicking Yes.

This will connect you to the virtual machine with CodeTwo Backup preinstalled. Apart from that, the machine contains a clean installation of Windows Server 2019. You will find the shortcut to the program on the desktop. Once you start the program, the trial period will activate (Fig. 8.). If you have already purchased the product license key, make sure to activate the program.

Backup - Install - CodeTwo Backup deployed on VM
Fig. 8. CodeTwo Backup deployed on a virtual machine in Azure.

CodeTwo Backup deployed from Azure Marketplace comes with a preconfigured storage and an active storage archive job, with a weekly recurrence pattern set. Both the storage and archive job can be modified or deleted at any time.

Impact of the software on your IT infrastructure

During the installation and configuration of the program, CodeTwo Backup makes the following changes to your system:

Changes to operating system

The program lets you install the required .NET 4.6 Framework and/or Windows Management Framework Core if either of these is not already installed.

Changes to Exchange server and Office 365 (Exchange Online)

The program grants impersonation permissions over all users in an organization to the admin account used to configure a connection to your server.

Changes to SharePoint (SharePoint Online and on-premises SharePoint Server)

The admin account used to back up or restore SharePoint data is assigned the Owner role to every SharePoint site collection, team site and OneDrive for Business site included in the SharePoint backup or restore job.

The program changes the following versioning settings of a SharePoint list or library for the duration of a SharePoint restore job:

  • Content Approval > disabled
  • Document Version History > Create major versions
  • Require Check Out > enabled

See also

Supported platforms and system requirements – learn more about supported versions of Exchange and SharePoint servers and operating systems, program's hardware requirements, and necessary roles and privileges an administrator account must have to back up and restore data. The information about what data can be backed up by using the program is also included.

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