Installing from the Microsoft AppSource Marketplace
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 Automate.
Once logged in, you will be presented with the approval screen, explaining that CloudM Automate
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 Automate.
Upon completion of the installation process, CloudM Automate 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 Automate advanced configuration.
Run a manual sync
The Domain Actions section (in Settings > Domain Settings) allows you to monitor the
synchronization between CloudM Automate and your domain, and provides some synchronization
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).
- 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.
If you are experiencing issues with Search results, select the Maintain Search Indexes
button to rebuild the Indexes.
Setting the Domain Administrator
To set the Domain Admin:
- Select Settings > Domain Settings.
- Under the Admin Account section, click on the Email field and search for the required
- Adding a new user as Domain Admin will replace the current admin.
- Select Save to confirm the changes.
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:
- In the Notifications Settings section, click on the Email field.
- Start typing in the email for the required user. The results will be filtered in real time
and displayed in a drop down table.
- The email address must be associated with an existing CloudM Automate account.
Setting Admin Access for other users
You may need to give some of your users Administrative access to CloudM Automate 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 Automate roles) to those users.
To assign a role:
- On the Settings > Roles screen, select the Administrators role,
- Select the Role Assignment tab,
- 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.
- Click on the Name field to choose the name of the Holder that you want to apply the
- Click on Add.
- 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.
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 Automate, 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.
- 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.
- Setup your Password Policy to configure password complexity policies for each Smart
Team within the domain.
- Optionally, you can also Customize the CloudM Automate User Interface to match your
organization's design, including brand colors, favicons and logos.
Secondary Domain FAQs
CloudM Automate, as it currently stands, absolutely requires to be installed on the Primary Domain Attempting to do otherwise can cause issues when accessing CloudM Automate or running any sync.