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 189 will then appear.

    Figure 189 : Welcome page of the Office 365 portal

  1. Click on Admin under Apps (in Figure 189). The Microsoft Office 365 Admin Center will then appear. Expand the Users drop-down list and click on Active users (see Figure 190).

    Figure 190 : The Microsoft Office 365 Admin Center

  2. To create a new user, click on the Add a user link in Figure 190.
  3. Figure 191 will then appear.

    Figure 191 : 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 192 : 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 192.
  6. Clicking the Next button in Figure 192 will reveal Figure 193. Here, select the Admin center access option.

    Figure 193 : 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 193.

  8. Click the Next button in Figure 193 to review your selection which appears in Figure 194.

    Figure 194 : Reviewing your selection

  9. Finally, click the Finish adding button in Figure 194 to add the new user. Figure 195 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 195, as this is what you need to configure against the OFFICE 365 USER and OFFICE 365 PASSWORD parameters of the eG tests.

    Figure 195 : 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 196. From the menu that pops up, click on Exchange.

    Figure 196 : Connecting to the Exchange Admin Center

  11. Figure 197 will then appear.

    Figure 197 : The Exchange Admin Center

  12. From the list of options in the left panel of Figure 197, select permissions. Figure 198 will then appear listing the admin role groups that pre-exist.

    Figure 198 : 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 198). Figure 199 will then appear.

    Figure 199 : Adding a new role group

  14. Provide a unique Name and Description for the new role group (see Figure 199). Then, click on the button in the Roles section of Figure 199. Figure 200 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 200 : Adding the permissions to the new role

  15. Figure 201 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 201.

    Figure 201 : Clicking on the '+' icon in the Members section

  16. Figure 202 will then appear. From the list of user names displayed in Figure 202, select the name of the user you created for monitoring purposes and click the add -> button. Then, click OK.

    Figure 202 : Assigning the role group to a user

  17. When Figure 203 appears, click the Save button to save the new role group definition.

    Figure 203 : Saving the new role group