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Office365 Scanning

Learn how to efficiently scan documents and images using Office365, improving your productivity and organization skills.

Written by Liam Downward

Updated at December 20th, 2024

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Navigate to Admin, click on Integrations the choose Office365 as your Credential Type:

Setting up and running a data scan in your Office 365 (O365) environment involves configuring integrations, assigning permissions, and provisioning a cloud agent. Follow the detailed guide below to ensure a seamless process.

search for app

3. Click on “+ New registration”

new registration

4. Name it: CYRISMA. Select: Accounts in this organizational directory only ([organization_Name].com only - Single tenant) as shown here and then click the “Register” button at the bottom of the page.

register app

5. A registration object has been created, now assign it appropriate permissions.

On the left Azure menu, follow the link: API Permissions -> Add a Permission.

add permission

Select Microsoft Graph API.

request permission

Navigate through permissions and select read only as needed, as shown here:

read permission

Continue through the API permission list and make sure the following have been selected:

app permission list

When all the permissions have been assigned, click on the Grant Admin link to accept all permission changes, and permission indicators will turn into green checkmarks:

grant admin link

6. Generate a “Client Secret” which will be needed by the agent to authorize its access. Go to “Certificates and Secrets”:

certificate and secret

Follow the link to: “+ New client secret” and provide the Name “CYRISMA” with 12 months expiration as shown:

add secret

IMPORTANT NOTE: When a secret is generated, it is only shown ONE TIME at the time of generation. PLEASE RECORD this secret; it will be needed when provisioning the credentials for the cloud sensor. Do NOT copy the secret ID, but rather the secret VALUE.

copy secret value

7. Along with the secret that was recorded above, also collect the Client ID and Netorg URL. Click Overview on the left menu and copy the Application (client) ID to clipboard, then paste and record this value for future use:

copy app id

The Netorg URL can be found at the upper right of the Azure web page under the user name. A convenient copy of this can also be found by clicking “Branding & Properties” on the left menu:

publisher domain

8. In the “3rd Party Credentials” pop-up, enter the collected MS Application (Client) ID, Publisher Doman (The Domain or Netorg value) and the Client Secret Value as shown:

office 365 credentials”

Now that this is setup, you just need to provision your cloud agent, do so by going back to

https://msp.cyrisma.com/


Click the instance you want to add cloud agent for on left hand side, then hit the [Update] button


 


On this menu you will see a button to add a cloud agent to the instance.

 

microsoft scanning email scanning add cloud agent add cloud agent instance add cloud agent to instance choose cloud agent

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