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Overview
Integration with Office 365 email allows ConnectSecure to send outbound emails for notification and report scheduling.
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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 > Settings/Integrations > Office 365 Email
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then tap the Office365 Email tile.
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Setup
Credentials
Complete the required fields and tap Update to continue:
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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 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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Setup both Delegrated and Application permissions.
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Mail.send - Application
Mail.send - Delegated
Mail.send.shared - Delegated
User.read - Delegated
Tap on the ‘Grant admin consent….' button to complete permissions.
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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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Refer to our Event Set KB here: https://cybercns.atlassian.net/wiki/x/UYCugg
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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.
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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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