Supported platforms and requirements

• CodeTwo Backup Service - responsible for the back-end management of jobs and other associated processes
• CodeTwo Backup Administration Panel - allows the user to configure the Backup Service by creating jobs (backup, restore, archive) and server connections 

Connection to Microsoft 365 (Exchange Online)

To back up the Exchange Online mailboxes and public folders data from your Microsoft 365 (Office 365) tenant, you need to register CodeTwo Backup in that tenant's Microsoft Entra ID (Azure Active Directory). The program needs to be assigned application permissions listed below:

Microsoft Graph:

• Directory.Read.All
• Group.Read.All
• Mail.Send*
• MailboxFolder.ReadWrite.All
• MailboxItem.ImportExport.All
• MailboxItem.Read.All
• MailboxSettings.ReadWrite
• User.Read.All

CodeTwo Backup can be registered:

• automatically, when configuring a connection to Microsoft 365 in the program (an account with the Global Administrator or Privileged Role Administrator role is required when signing in to Microsoft 365);
• manually in Entra ID (Azure AD), as described in this article. You will be asked to provide the registration details and an email address of any user from your Microsoft 365 tenant in the program to establish a connection with Exchange Online.

No matter which registration method you use, the account that is used to sign in to Microsoft 365 or whose email address is provided in the program needs to be assigned a Microsoft 365 license that includes the Exchange Online plan.

Connection to SharePoint Online

To back up the SharePoint Online and OneDrive for Business data from your Microsoft 365 tenant, you need to register CodeTwo Backup in that tenant's Microsoft Entra ID. The program needs to be assigned application permissions listed below:

Microsoft Graph:

• Directory.Read.All
• Group.Read.All
• User.Read.All

Office 365 SharePoint Online:

• User.Read.All
• Sites.FullControl.All

CodeTwo Backup can be registered:

• automatically, when configuring a connection to SharePoint Online in the program (an account with the Global Administrator or Privileged Role Administrator role is required when signing in to Microsoft 365);
• manually in Entra ID, as described in this article. You will be asked to provide the registration details and an email address of any user from your Microsoft 365 tenant in the program to establish a connection with SharePoint Online.

Multi-factor authentication (MFA) is supported for Microsoft 365 connections. However, passkeys are not supported.

• Windows 11/10 or Windows Server 2025/2022/2019/2016*. Only the 64-bit versions are supported. 
• .NET 4.7.2 Framework or higher.
• Windows PowerShell 3.0 or higher.

Supported platforms

• In the case of Exchange Online:
  • Microsoft 365 (Office 365) plans with Exchange Online (including F1 and Kiosk plans)
  • Exchange Online standalone plans
• In the case of SharePoint Online:
  • Office 365 plans with SharePoint Online

The program can be installed on a physical or virtual machine.

* If you're installing the program on Windows Server 2016, make sure your operating system includes the latest updates. Learn more

To ensure optimum performance, it is strongly recommended to back up your data on SSDs (solid-state drives) and only use HDDs (hard-disk drives) for data archiving. While a standard HDD can be used as your backup storage, it should be avoided.

Note that using network drives (including iSCSI, NAS) or removable storage solutions (including USB-C disks) is possible only in the case of archive jobs (such devices cannot be used as primary storage).

• all types of mailbox items, such as emails, contacts, calendars, tasks, etc. (except for hidden system folders), residing within user, shared, and resource mailboxes,
• Exchange Online public folders data,
• SharePoint Online data residing in site collections, team sites, lists, libraries, etc.
• OneDrive for Business sites,
• Microsoft Teams data residing within Exchange Online, SharePoint Online and OneDrive for Business (channel and private files, calendar items, OneNote notebooks, voicemail messages, attachments sent in chat messages and Wiki pages; chats/conversations and other types of data not listed above are not supported).
• Support for archive mailboxes will be available soon.

Keep in mind that the program backs up only contents of mailboxes or public folders, not their properties or permissions (e.g. delegates).

General

This is a legacy feature used to back up data from SharePoint Server that is no longer supported by the program.

Connection to on-premises SharePoint Server

The administrator account used to configure a new connection to on-premises SharePoint server needs to be: 

• added to the Domain Users group
• added to the Administrators group of the server on which your SharePoint Server is installed
• added to the SharePoint Farm Administrators group
• granted Full Control permissions to the SharePoint site at the Web Application Policy level
• added to the Remote Management Users group
• added to the SharePoint_Shell_Access role
• set as the site collection administrator for each site collection you want to back up or to which you want to restore the backed-up data. 

The admin account used to deploy SharePoint will have all the necessary rights.