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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 > 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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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
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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