Creating a New User in the Office 365 Portal

To monitor Microsoft SharePoint Online, the eG agent has to be configured with the credentials of a user who has been assigned the Service support admin and SharePoint admin roles and is vested with the View-Only Audit Logs permission. 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 252 will then appear.

    Figure 252 : Welcome page of the Office 365 portal

  4. Click on Admin under Apps (in Figure 252). The Microsoft Office 365 Admin Center will then appear (see Figure 253).

    Figure 253 : The Microsoft Office 365 Admin Center

  5. To create a new user, click on the Add a user link under the Active users section in Figure 253.
  6. Figure 254 will then appear.

    Figure 254 : 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 255 : 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 255.
  9. Clicking the Next button in Figure 255 will reveal Figure 256. Here, select the Admin center access option.

    Figure 256 : Selecting the Admin center access

  10. For the purpose of monitoring, the new user should be assigned the Service support admin role and the SharePoint admin. Select these roles from Figure 256.

  11. Click the Next button in Figure 256 to review your selection which appears in Figure 257.

    Figure 257 : Reviewing your selection

  12. Finally, click the Finish adding button in Figure 257 to add the new user. Figure 258 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 258, as this is what you need to configure against the O365 USER name and O365 PASSWORD parameters of the eG tests.

    Figure 258 : Message confirming the successful addition of a user

  13. Next, proceed to assign the View-Only Audit Logs permission to the new user. For that, first click on the Admin Center tool in the tool bar depicted by Figure 259. From the menu that pops up, click on Exchange.

    Figure 259 : Connecting to the Exchange Admin Center

  14. Figure 260 will then appear.

    Figure 260 : The Exchange Admin Center

  15. From the list of options in the left panel of Figure 260, select permissions. Figure 261 will then appear listing the admin role groups that pre-exist.

    Figure 261 : 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 permission. For that, click on the button on top of the list of admin role groups (see Figure 261). Figure 262 will then appear.

    Figure 262 : Adding a new role group

  17. Provide a unique Name and Description for the new role group (see Figure 262). Then, click on the button in the Roles section of Figure 262. Figure 263 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 permission and click the add -> button to add the permission. Then, click OK to save the changes.

    Figure 263 : Adding the View-Only Audit Logs permission to the new role

  18. Figure 264 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 264.

    Figure 264 : Clicking on the '+' icon in the Members section

  19. Figure 265 will then appear. From the list of user names displayed in Figure 265, select the name of the user you created for monitoring purposes and click the add -> button. Then, click OK.

    Figure 265 : Assigning the role group to a user

  20. When Figure 266 appears, click the Save button to save the new role group definition.

    Figure 266 : Saving the new role group