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| Table of Contents |
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Content
| Table of Contents |
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Overview
Here
Getting Started
Here
Setup
Credentials
here
Event Set
Here
Integration Rules
Here
Company Mapping
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Overview
Integration with Office 365 email allows ConnectSecure to send outbound emails for notification and report scheduling.
| Info |
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Using a licensed user’s email address as the ‘Send From’ email address when sending reports is recommended. There might be restrictions when using a Shared Mailbox and could prevent our reporting tool from producing reports correctly. |
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Getting Started
Navigate to Global > Integrations > Office 365 Email
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Setup
Credentials
Complete the required fields and tap Update to continue:
Name: Enter a name of your choice for the integration credentials.
Email for Receiving Test Email: Enter an email address to receive the test email.
Client ID: Enter the Client ID from the Microsoft Azure portal.
Client Secret: Enter the Client Secret from the Microsoft Azure portal.
Tenant ID: Enter the Tenant ID from the Microsoft Azure portal.
Email Address to Send From: Enter the email address used when sending from ConnectSecure.
Email Address for Reply To: Enter the email address used for a reply when the email is sent from ConnectSecure.
Associated Company: Leave this blank to use for all companies.
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Obtain Microsoft Client ID, Client Secret, and Tenant ID
Navigate to https://portal.azure.com/ and log in using MFA enabled Global Administrator.
Click on App Registrations > New Registration
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Enter a Name to be used for the registered application (Example: ConnectSecure_O365Email)
Select the ‘single tenant’ option under Supported Account Types
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Tap on the Register button once done.
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From the left panel, select the API Permissions and tap ‘Add a permission’
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Tap the Microsoft Graph choice under the Microsoft API’s selection.
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Tap on the Delegated Permissions option and add the following:
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Tap on the ‘Grant admin consent….' button to complete permissions.
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Confirm again using the Yes button.
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Navigate to Certificates & secrets for the newly created application and tap on ‘New client secret’.
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Give the new client secret a Description and Expires option, then tap Add.
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Copy the Value from the newly created Client secret, which is used in the ConnectSecure integration setup.
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Navigate back to the Overview for the app registration to copy the Application (Client) ID and Directory (Tenant) ID needed in ConnectSecure.
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Event Set
This is where you tell the integration what events should generate an alert. Tap the Add button to view and add your desired event sets.
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Give the Event Set a name of your choosing, select a Notify By option, and select the Event Set(s) you want to create the alert(s) for.
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Tap on the Category name (expand style menu) to see the individual Event Sets based on Category.
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Use the checkboxes to select the Event Sets, then tap the Save button. Upon doing so, you will be prompted with a Confirmation box asking if you want to create an Integration Profile or save your event set.
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Integration Rules
Here, we define which email address will be notified based on the configured Event Set(s) from above. Complete the required fields to save.
Name: Give the integration rule a name of your choice.
Email ID: Enter the email address(s) comma separated to receive any configured Event Set alert.
Event Set: Select the Event Set for the associated email profile to use.
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Company Mapping
This is where you map your ConnectSecure company to the Integration Rule(s) and can enable the ‘Create Office 365 Email Alert’ box to enable this rule.
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Get Support
If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.
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