Configure Office 365 Tenant

This section allows you to configure

• O365 Tenant Settings
• Manage Licenses

Before you configure an Office 365 tenant, make sure that you satisfy all prerequisites.

Configuring Office 365 tenant:

• To add an new Office 365 tenant, click the Add New Tenant button in the top-right corner of the O365 Tenant Settings page.
• Enter the Account Name and the Password of the Office 365 tenant.
  • It is better to have an Office 365 service account to configure in Exchange Reporter Plus. The service account must meet the following criteria:
    1. Global admin: Service account must have global admin permission so that all the reports and management tasks can be performed seamlessly. If the global admin permission could not be provided, the service account must have atleast View-Only Organization Management and Service Administrator permissions. Without global admin rights, the management functions pertaining to the assigned rights alone could be performed.
    2. No MFA and ADFS: Multi-factor authentication must not be enabled and for that service account and it should not be Federated account. Not meeting this criteria would affect background data fetching when tasks are scheduled. Some native modules also do not support MFA and ADFS
• Use the credentials of an administrator who is a member of the Office 365 Global admin role. The account name should be entered in the format "account@company.onmicrosoft.com".
• Click Save to add the tenant.

Modify an existing Ofice365 tenant:

You can edit the details of any existing Office 365 tenant or delete an Office 365 tenant.

• To edit an existing tenant, click on the icon located in the action column of the desired tenant.
• To delete an Office 365 tenant, click on the icon located in the action column of the desired tenant.

Make any existing Office 365 tenant the default tenant:

Making an Office 365 tenant the default tenant will make the particular tenant default across all tabs in the product.

• To make an Office 365 tenant the default tenant, click the icon located in the action column of the desired tenant.

Manage Licenses

Exchange Reporter Plus is licensed based on the number of users. This section allows you to manage licenses and select the users that you wish to manage. Exchange Reporter Plus is licensed based on the number of users that you wish to manage. To manage licenses, click Manage Licenses. (Admin → O365 Tenant Settings → Manage Licenses). The Manage Licenses screen displays the following information at the top of the table.

• Total License Count – This shows the number of licenses purchased.
• Managed Users – This shows the number of users being managed by the product.
• Available License Count – The number of unused licenses is shown here.

To modify the users that are managed:

• Click on the icon under the Action column to manage all users for that tenant.
• Click on the icon under the Action column to stop managing all users for that tenant.
• To handpick the users that are to be managed, click the Total Number of Users in the Managed Users column. This will open a pop-up.
  • In the pop-up, select the type of users that you wish to see, i.e., only the managed users, or the unmanaged, or both.
  • Click icon to search for the user by name
  • Click the drop-down box on the right hand side of the pop-up to manage the number of users that will be displayed.
  • Select the check-boxes against each user to manage/unmanage them.
  • Click OK to save the selection.

In some cases, the number of Office 365 users managed and the number of licenses purchased might be different. In such cases, when new users/ additional licenses are added, the product automatically adds users to the managed users list.

Case 1 - Licenses purchased is greater than the number of users managed : In such a case, all existing users will be managed by the product. When new users are added, the product will automatically link the unused licenses with the new users.

Case 2 - Licenses purchased is lesser than the total number of users : In such a case, only the selected users will be managed by the product. When additional licenses are purchased, the unmanaged users will automatically be added to the managed users list based on availability of licenses.

NOTE: If you haven’t installed the Azure AD module, the pop-up while clicking the count in Managed users column, gives details on mailboxes.