Creating a new connection to SharePoint

CodeTwo Backup allows you to connect to multiple SharePoint sites. You can configure the connection when creating a new backup job or directly from the program’s Dashboard, by clicking the Settings button () on the Defined server connections card and selecting New > SharePoint connection (Fig. 1.).

Backup SharePoint connection new
Fig. 1. Creating a new SharePoint connection.

The SharePoint connection wizard will open (Fig. 2.). In the Server type step of the wizard, you can choose between connecting to:

Backup SharePoint connection wizard
Fig. 2. The SharePoint connection wizard.

Once you make your selection, click Next to proceed.

Connecting to SharePoint Online (Office 365)

In the Server address step, you need to provide the URL to your SharePoint Online organization. You can simply replace <mycompany> in the SharePoint server URL field with the actual name of your domain (also known as the organization's name). For example, if your domain name is company.onmicrosoft.com or company.com, SharePoint server URL is https://company.sharepoint.com (Fig. 3.). The Admin center URL field will be populated automatically, based on your SharePoint server URL.

Backup SharePoint connection Server address
Fig. 3. Providing URLs of your SharePoint Online site.

In the next step, enter the credentials of an Office 365 admin account (Fig. 4.). This account will be used to connect to your SharePoint site, so it needs to have appropriate access rights. Make sure that this account is assigned the SharePoint administrator role.

Backup SharePoint connection Admin credentials
Fig. 4. Providing an Office 365 admin credentials.

Important

If this admin account has multi-factor authentication (MFA) enabled, use the app password instead of the regular Office 365 password. Otherwise, the configuration will fail. Learn more.

In the last step, Configuration, the program will attempt to connect to your SharePoint based on the data provided in the previous steps of the wizard. To start the verification process, click Configure. During this process, the program tries to enumerate SharePoint site collections and connect to one of them. If the configuration is successful, you will see the following information (Fig. 5.):

Backup SharePoint connection Configuration
Fig. 5. Window informing about the successful connection to SharePoint.

If you get any errors instead, consult the Troubleshooting section.

Click Finish to close the wizard. Your connection will be listed on the Defined server connections card.

Connecting to on-premises SharePoint server

In the Server address step, you need to specify your SharePoint Server URL (Fig. 6.). The URL must include the (http or https) and FQDN (fully qualified domain name) of your server, e.g. https://sharepoint_server.com. The Central Administration URL field will be populated with data from the SharePoint Server URL field. You just need to provide the port number of the SharePoint Central Administration web application.

Info

This port number is configured when deploying SharePoint on your server.

Backup SharePoint Server connection address
Fig. 6. Providing SharePoint server URL.

In the next step, provide the server’s administrator User Principal Name (UPN) and password (Fig. 7.). Enter the UPN manually or select it from your Active Directory by clicking the Browse button.

Important

The Browse button can only be used to list the UPNs of administrators from the same domain or from different trusted domains. If you want to use a UPN from an untrusted domain, you will have to type it manually.

Keep in mind that this admin must fulfill specific requirements and have certain access rights. Learn more.

Backup SharePoint Server connection admin
Fig. 7. Providing admin’s credentials.

In the last step, Configuration, the program will attempt to connect to your SharePoint based on the data provided in previous steps of the wizard. To start the verification process, click Configure. During this process, the program tries to enumerate site collections with PowerShell and connect to any SharePoint site collections and Central Administration service. If the configuration is successful, you will see the following information (Fig. 8.):

Backup SharePoint Server connection configuration
Fig. 8. Window informing about the successful connection to SharePoint.

If you get any errors instead, consult the Troubleshooting section.

Click Finish to close the wizard. Your connection will be listed on the Defined server connections card.

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