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Installation and Setup Guide (Microsoft)

  • Updated

Installing from the Microsoft AppSource Marketplace

You can also access this via Microsoft AppSource Marketplace. Select the Free Trial option to start the installation. If you are not already logged in, you will be prompted to at this stage. Please note that your domain needs a license to install CloudM Manage.

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Once logged in, you will be presented with the approval screen, explaining that CloudM Manage
needs permission to access resources in your organization that only an "Admin" can grant.
If you are not an "Admin", please ask an ’Admin’ to grant permission to this app before you
install and use it.
Please Note: Both an Admin Account and an Exchange Admin Account are required to access
all features of CloudM Manage.

Installing_from_Microsoft_AppSource_2.png

 

Upon completion of the installation process, CloudM Manage will synchronise with the Microsoft
365 environment to ensure all users, groups etc. are available.

Please wait for this to complete before progressing with CloudM Manage advanced configuration.

 

Run a manual sync

The Domain Actions section (in Settings > Domain Settings) allows you to monitor the
synchronization between CloudM Manage and your domain, and provides some synchronization
actions.

Run_manual_sync.png

 

In the first section of Domain Actions, you can quickly view when the last domain sync occurred and whether or not it was successful. A Global Sync occurs every 48 hours (after the initial synchronization) and automatically syncs your domain information.


If you do need to manually force a domain sync in between automatic Global Syncs, select the
Synchronize Now button.

  • Depending on when you last synced the domain, the system may prevent manual
    syncing in some instances.
  • If the sync fails (red cross icon) or an error (yellow exclamation icon) has occurred, you
    can select the More information link to view in more detail. You can also see the areas
    that have successfully synced (a green tick icon) or are in the process of synchronizing
    (a gray progress wheel icon).

Run_manual_sync_2.png

  • If a sync error relates to the License Information Sync, you will see a description and a
    link to the logs. In the screenshot below, you can see that the sync could not match a
    license to 2 users.

Run_manual_sync_4.png

 

If you are experiencing issues with Search results, select the Maintain Search Indexes
button to rebuild the Indexes.

 

Configuring Modern Authentication for Microsoft Exchange Online

To configure Modern Authentication for Microsoft Exchange Online:

  1. Sign in to CloudM Manage using your Microsoft 365 credentials.
  2. Open up the Functions column on the left side of the screen and select Settings >
    Domain Settings.
  3. Scroll down to the Configure Exchange Online Access section.
  4. Select Start Flow,
  5. Select the https://microsoft.com/devicelogin URL (on screen) and open in a new
    tab,

Configure_Exchange.png

  1. Enter the unique code provided and select Next.
  2. On CloudM Manage, the Configure Exchange Online Access section will now
    display that the configuration has been successful.
  3. You can select the Check Validity button to check the connection status, if
    required.


If the authorization flow fails, you will see one of the following error messages, and should
attempt the process again:

  • The authorization flow process has timed out. Please complete the full process within
    the 15 minute time limit.
  • The connection to Exchange Online is successful
  • The connection to Exchange Online failed
  • The connection to Exchange Online failed. Error: {0}

 

Setting the Domain Administrator

To set the Domain Admin:

  1. Select Settings > Domain Settings.
  2. Under the Admin Account section, click on the Email field and search for the required
    user.
  3. Adding a new user as Domain Admin will replace the current admin.
  4. Select Save to confirm the changes.

Domain_Settings.png

 

Setting System Notifications

In the Notification Settings section of Settings > Domain Settings, you add and remove
multiple users on a mailing list that will send email notifications about the system.
The email address associated with the Admin Account (set in the section directly above
Notification Settings) is automatically added to the list and cannot be removed.

To add a user to the mailing list:

  1. In the Notifications Settings section, click on the Email field.
  2. Start typing in the email for the required user. The results will be filtered in real time
    and displayed in a drop down table.
  3. The email address must be associated with an existing CloudM Manage account.

 

Setting Admin Access for other users

You may need to give some of your users Administrative access to CloudM Manage so that they
can administer some of the tasks (such as managing users). In order to do this, you will need
to associate the Administrators role (one of the 2 default CloudM Manage roles) to those users.
To assign a role:

  1. On the Settings > Roles screen, select the Administrators role,
  2. Select the Role Assignment tab,
  3. Click on the Assign To field and choose whether you are assigning the role to an Org
    Unit, User Profile, Group, Service Account, External Profile or External Group.
  4. Click on the Name field to choose the name of the Holder that you want to apply the
    role to.
  5. Click on Add.
  6. The Holder will appear in the table on the Assigned Users tab. This list shows all the
    holders that are assigned to the selected Role.


For more details on setting up Roles (including setting up custom roles), please see the Roles
section in our Knowledge Base.
The Administrators role does not grant permissions to edit and assign Email Signatures. You
will need to create a new Role (using the Email Signature Manager template) and assign to any
administrator that needs access to the Email Signature Management features in CloudM
Manage.

 

Installing the On-Premise Integration Connector (if required)

Customers using Microsoft Azure AD Connect should also make sure to install our On-Premise Integration Connector. Details of which can be found in the below articles.

 

Additional Administrative Tasks

After you have installed CloudM Manage, synced to your domain and set up your basic
administrative access and notifications, there are a few tasks that you (or an administrator)
should complete to get the best out of the application.

  1. Set up Onboarding Workflows for each Smart Teams so that your users automatically
    have access to the documents, calendars and Shared Drives, and also have relevant
    tags / labels and extra information added to their user profiles.
  2. Set up Offboarding Workflows (which can be applied to your entire domain and, where
    required, specifically to different Smart Teams) so that leavers are offboarded from your
    domain in a simple, organized and compliant way. This is essential to make sure that
    access to sensitive information is delegated to other users correctly, access to data and
    applications is revoked for the leaver, and licenses are freed up.
  3. Setup your Password Policy to configure password complexity policies for each Smart
    Team within the domain.
  4. Optionally, you can also Customize the CloudM Manage User Interface to match your
    organization's design, including brand colors, favicons and logos.

 

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