Creating a New User in the Office 365 Portal

To monitor Microsoft Exchange Online, the eG agent has to be configured with the credentials of a user who has been assigned the Global reader role and is vested with the View-Only Audit Logs, View-Only Recipients, Mail Recipients, and Mail Import Export permissions. While you can use the credentials of any existing O365 user with the aforesaid privileges, it is recommended that you create a special user for monitoring purposes using the Office 365 portal and pass the credentials of that user to the eG agent. To create a new user using the Office 365 portal and assign the required privileges to that user, follow the steps detailed below:

1. Using a browser, connect to the Office 365 portal. The default URL of the portal is: https://portal.office.com
2. Login to the portal as a user with administrator privileges.

3. Figure 163 will then appear.

   

   Figure 163 : Welcome page of the Office 365 portal

4. Click on Admin under Apps (in Figure 163). The Microsoft Office 365 Admin Center will then appear. Expand the Users drop-down list and click on Active users (see Figure 164).

   

   Figure 164 : The Microsoft Office 365 Admin Center

5. To create a new user, click on the Add a user link in Figure 164.

6. Figure 165 will then appear.

   

   Figure 165 : Adding a new user

7. Provide the First name, Last name, and Display name of the new user. Then, provide a Username, which will be automatically suffixed with the domain name of the Domain you have logged into. Click the Next button to select the geographic location of the new user.

   

   Figure 166 : Choosing the geographic location of the new user

8. Then, select the geographic Location of the new user. Turn On the Create user without product license flag in Figure 166.

9. Clicking the Next button in Figure 166 will reveal Figure 167. Here, select the Admin center access option.

   

   Figure 167 : Selecting the Admin center access

10. For the purpose of monitoring, the new user should be assigned the Global reader role. Select this role from Figure 167.

11. Click the Next button in Figure 167 to review your selection which appears in Figure 168.

    

    Figure 168 : Reviewing your selection

12. Finally, click the Finish adding button in Figure 168 to add the new user. Figure 169 will then appear providing a quick summary of details of the user you just created. Office 365 also automatically generates and assigns a password to the new user. Make a note of the Username and Password displayed in Figure 169, as this is what you need to configure against the OFFICE 365 USER and OFFICE 365 PASSWORD parameters of the eG tests.

    

    Figure 169 : Message confirming the successful addition of a user

13. Next, proceed to assign the View-Only Audit Logs, View-Only Recipients, Mail Recipients, and Mail Import Export permissions to the new user. For that, first click on the Admin Center tool in the tool bar depicted by Figure 170. From the menu that pops up, click on Exchange.

    

    Figure 170 : Connecting to the Exchange Admin Center

14. Figure 171 will then appear.

    

    Figure 171 : The Exchange Admin Center

15. From the list of options in the left panel of Figure 171, select permissions. Figure 172 will then appear listing the admin role groups that pre-exist.

    

    Figure 172 : Clicking on the permissions option to view the admin role groups

16. Let us now proceed to create a role group that includes the View-Only Audit Logs, View-Only Recipients, Mail Recipients, and Mail Import Export permissions. For that, click on the button on top of the list of admin role groups (see Figure 172). Figure 173 will then appear.

    

    Figure 173 : Adding a new role group

17. Provide a unique Name and Description for the new role group (see Figure 173). Then, click on the button in the Roles section of Figure 173. Figure 174 will then appear listing the DISPLAY NAMEs of permissions that you want to add to the new role. From this list, select the View-Only Audit Logs, View-Only Recipients, Mail Recipients, and Mail Import Export permissions and click the add -> button to add the permissions. Then, click OK to save the changes.

    

    Figure 174 : Adding the permissions to the new role

18. Figure 175 will then appear. Next, proceed to assign the new role group (that includes the three permissions) to the user you created previously. For that, click on the button in the Members section of Figure 175.

    

    Figure 175 : Clicking on the '+' icon in the Members section

19. Figure 176 will then appear. From the list of user names displayed in Figure 176, select the name of the user you created for monitoring purposes and click the add -> button. Then, click OK.

    

    Figure 176 : Assigning the role group to a user

20. When Figure 177 appears, click the Save button to save the new role group definition.

    

    Figure 177 : Saving the new role group