Step 3 - Configuring Microsoft 365 [Inline]

You can integrate Perception Point with Microsoft 365. This enables Perception Point to protect all incoming mail.

This page describes Step 3 of the procedure to integrate Microsoft 365 with Perception Point:

This page includes:

About configuring Microsoft 365

To enable your Microsoft 365 integration with Perception Point, some configurations must be made in your Microsoft 365 account. You can perform these configurations either:

  • automatically - using the script that is available at the end of the onboarding wizard

    - or -

  • manually - as described below

Automatic configuration

See the available video.

You can use the automatic script to perform the required Microsoft 365 account configurations. This is the recommended way to perform these configurations.

Note:

  • Before you run the automatic script, make sure that your required domains are verified, as described in Step 2- Verifying your domains [Microsoft 365].

    If the multi-region functionality is enabled, make sure that your required domains are verified for both the pr

    imary region and the secondary region. [see Multi-region]

  • Even though the script is largely automatic, while the script runs, you may be required to perform some actions, as described in the procedure below.

  • If you want to protect only a few specified users or groups [and not all the users in your domains], you can perform the required configurations automatically - and then you must modify the redirect rule that was created by the script. For details about modifying the rule, see Modifying the list of users to protect [Microsoft 365 - Inline]. Contact Perception Point Support [support@perception-point.io] for assistance - if required.

  • The automatic script performs the required multi-region configurations when the multi-region functionality is enabled. [see Multi-region]

To perform the required configurations automatically:

  1. On the right of the Perception Point X‑Ray banner, click the Add Services [] icon. The "Add and Configure Services" wizard opens.

    Note: If your domain is verified, and the "Add and Configure Services" wizard doesn't appear, refresh the page.

  2. Click Complete configuration for existing services, locate and click your domain, and then click Next. The Complete your configuration dialog box opens.

    Note: If you don't see the Complete configuration for existing services option, click Refresh in your browser.

  3. Under Automatic Script, click Run Script.

    The script will begin to run, and soon the Granting Access dialog box will appear.

  4. Granting Access:

    1. Click the Copy icon [] to copy the code that appears.

    2. Click the link that appears below: 2. Paste the code in the link below. The Enter Code pop-up opens.

    Note: If the pop-up does not appear, make sure that pop-ups are not blocked on your computer.

  5. Paste the code into the Code field, and click Next.

  6. In the Pick an account dialog box that appears, click your Microsoft account.

    Note: You must be a global administrator in that account.

    A "confirmation required" dialog box opens.

  7. Click Continue. A "confirmation" dialog box opens.

  8. Close the pop-up that contains the above message.

    The automatic script will continue processing and setting the required configurations - in the background. This process will take about 10 minutes to complete. You can continue with other work on your computer while the script runs.

  9. Click Enable configuration to close the "Authentication completed successfully" dialog box.

    What's next

    • Perception Point will send you an email to let you know when the configuration is complete. The email will indicate if the configuration was successful or not.

      Important:

      • The email will be sent to the email address of the user that is signed-in to Perception Point X‑Ray.

      • The email should take about 10 minutes to arrive.

      • Your organization will be protected by Perception Point X‑Ray only if the email indicates that the configuration was successfully performed.

    • If the email indicates that the script did not complete the configuration successfully, see Microsoft 365 Integration: Troubleshooting automatic onboarding.

      Note: In the Account > Bundles and Channels page, under Enabled Channels, Email Service should now appear as Active. If it appears as Inactive, contact Perception Point Support [support@perception-point.io].

  10. If you want to configure this Microsoft 365 integration to operate in monitoring mode, continue with Configuring monitoring mode below.

Manual configuration

Perform the procedures below to manually configure the Microsoft 365 integration with Perception Point X‑Ray.

See the available video.

Note: The procedures below may differ slightly depending on the versions of the applications that you are using.

Your email is now scanned and protected by Perception Point X‑Ray.

If you want to configure this Microsoft 365 integration to operate in monitoring mode, continue with Configuring monitoring mode below.

Configuring monitoring mode

Important: Perform this procedure only if you want your Microsoft 365 Inline integration to operate in monitoring mode.

Monitoring mode is typically used for PoC implementations.

In monitoring mode [also known as passive, silent, or detection mode], Perception Point X‑Ray will not:

  • quarantine malicious emails

  • route spam to the Junk folder

To configure the integration to operate in monitoring mode:

  1. Open the Account > Bundles and Channels page.

  2. On the right, click Default Channel Settings.

  3. Click Edit [].

  4. Under Detection, clear the Malicious, Restricted, and Spam check boxes.

    Note:Perception Point X‑Ray will not quarantine any malicious emails.

  5. Click Save.

  6. In the Exchange admin center, disable the following rules:

    • Perception Point Spam Rule

    • Send Office365 spam emails to junk folder (High)

    • Send Office365 spam emails to junk folder (Low)

    Your Microsoft 365 Inline Integration is now configured to operate in monitoring mode.

    Perception Point X‑Raywill not quarantine any malicious emails or route spam to Junk folders.