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 151 will then appear.

    Figure 151 : Welcome page of the Office 365 portal

  1. Click on Admin under Apps (in Figure 151). The Microsoft Office 365 Admin Center will then appear. Expand the Users drop-down list and click on Active users (see Figure 152).

    Figure 152 : The Microsoft Office 365 Admin Center

  2. To create a new user, click on the Add a user link in Figure 152.
  3. Figure 153 will then appear.

    Figure 153 : Adding a new user

  4. 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 154 : Choosing the geographic location of the new user

  5. Then, select the geographic Location of the new user. Turn On the Create user without product license flag in Figure 154.
  6. Clicking the Next button in Figure 154 will reveal Figure 155. Here, select the Admin center access option.

    Figure 155 : Selecting the Admin center access

  7. For the purpose of monitoring, the new user should be assigned the Global reader role. Select this role from Figure 155.

  8. Click the Next button in Figure 155 to review your selection which appears in Figure 156.

    Figure 156 : Reviewing your selection

  9. Finally, click the Finish adding button in Figure 156 to add the new user. Figure 157 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 157, as this is what you need to configure against the OFFICE 365 USER and OFFICE 365 PASSWORD parameters of the eG tests.

    Figure 157 : Message confirming the successful addition of a user

  10. 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 158. From the menu that pops up, click on Exchange.

    Figure 158 : Connecting to the Exchange Admin Center

  11. Figure 159 will then appear.

    Figure 159 : The Exchange Admin Center

  12. From the list of options in the left panel of Figure 159, select permissions. Figure 160 will then appear listing the admin role groups that pre-exist.

    Figure 160 : Clicking on the permissions option to view the admin role groups

  13. 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 160). Figure 161 will then appear.

    Figure 161 : Adding a new role group

  14. Provide a unique Name and Description for the new role group (see Figure 161). Then, click on the button in the Roles section of Figure 161. Figure 162 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 162 : Adding the permissions to the new role

  15. Figure 163 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 163.

    Figure 163 : Clicking on the '+' icon in the Members section

  16. Figure 164 will then appear. From the list of user names displayed in Figure 164, select the name of the user you created for monitoring purposes and click the add -> button. Then, click OK.

    Figure 164 : Assigning the role group to a user

  17. When Figure 165 appears, click the Save button to save the new role group definition.

    Figure 165 : Saving the new role group