Managing existing connections

All server connections defined in the program can be easily configured via the Manage server connections window.

To open this window, go the Dashboard tab of the Administration Panel and click the Manage server connections () button in the upper-right corner of the Defined server connections card (Fig. 1.).

Fig. 1. Opening the server connections management window.

The Manage server connections window allows you to create new connections, view and edit any previously defined connections, or delete them, if necessary (Fig. 2.). After you apply any changes to server connections, remember to save them by clicking OK in the Manage server connections window.

Fig. 2. The Manage server connections window.

The window with the defined connections gives you the following information:

Type: shows whether the connection is to Exchange Online or SharePoint Online, based on the type of Microsoft service being backed up.
Connection name: displays the name assigned by the program, identified by either the admin’s username/UPN or a domain name – used when configuring the connection. It also indicates whether the connection needs to be reconfigured or is no longer supported, as described in this section.
Location: indicates the location of the service being backed up.
Authentication type: lists the authentication method(s) used for the connection:
- modern – uses OAuth 2.0 authorization protocol.
- modern and legacy – deprecated (this type of authentication is no longer supported).
- legacy – deprecated (this type of authentication is no longer supported).

Editing the connections

Important

After you apply any changes to server connections, always remember to save them by clicking OK in the Manage server connections window (see Fig. 2.).

Server connections are edited the same way as they were created. Click the links below to find out how to edit a connection to:

Exchange Online
SharePoint Online
on-premises SharePoint Server (legacy feature)

The existing connections can be edited anytime, even if they are used by active jobs. This does not affect any active jobs because each running job keeps a copy of the previously defined server connection. This mechanism ensures that jobs are not interrupted even if you change their current server connection settings. Changes applied to server connections will only impact a job when you restart it or, in the case of continuous backup jobs, when another backup cycle starts.

Important

You cannot delete a server connection if it is used by any job. You first need to delete that job on the Jobs tab.

Unsupported connections

Server connections configured in previous versions of the program may not be supported in the current version. Such connections can be marked as:

[reconfig required] – this status is shown for Microsoft 365 connections that:
- use Exchange Web Services (EWS) instead of the Microsoft Graph API to access Exchange Online data, or
- use legacy authentication protocols (Basic Authentication) to access SharePoint Online data.

You need to reconfigure these connections to continue using them. To do so, select the connection in the Manage server connections window and click Edit (Fig. 3.). Next, confirm your choice if prompted and follow the steps in the Exchange connection wizard or SharePoint connection wizard.

Fig. 3. Reconfiguring a server connection in CodeTwo Backup.

[unsupported] – this status is shown for on-premises connections that are no longer supported by the program and cannot be reconfigured.