Configuration Steps for Exchange Online - Lepide Trust

1. Configure the Exchange Online Component

1.1 Permissions for Current Permissions Analysis

For Office 365 Exchange Online

Exchange.ManageAsApp

Application

For Providing the Permission to Client Id and Secret key to Manage Exchange as Application

Role: Exchange Administrator

2. Add a Data Set for Exchange Online

  • From the Settings Screen

  • Select the Current Permission Scan Settings option:

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Current Permission Scan Settings
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Add a Data Set Name
  • Create a new Data Set Profile by clicking the (+) icon and give the Data Set a name

  • Click Next

  • Select Exchange Online and Add the Credentials as specified below:

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Add Component and Server Information

  • The Credentials will validate:

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Validate Credentials
  • Once the Credentials are Successfully verified, the Scan Options dialog box is displayed:

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Scan Options

  • Here, you can select from the following options:

    • Scan Now: Check this box to start the Permission scan immediately

    • Schedule Scan: Check this box and click Change Schedule to specify a time to run the scan

    • Scan on Remote Agent: Check this box to run the Scan on a Remote Agent. This is explained further in the following section.

  • Click Finish

2.1 Running a Permission Scan using a Remote Agent

A permission scan can be configured to run using a remote agent. This can be done while setting up a new profile or when modifying a profile and is explained as follows:

  • From the Add a Data Set Wizard, in the Scan Options dialog box, there is a check box for Scan on Remote Agent:

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Permission Scanning Options
  • Check this box to run the permission scan on a remote agent

  • Once the Scan on Remote Agent box is checked, the Agent Location/IP option becomes available to enter the IP/Agent Location

  • There is also a

    Add Agent
    icon next to the Agent Location/Ip option

  • Click on the

    icon and an Add Agent dialog box will be displayed with four fields: IP Address, Agent Path, Username, Password:

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  • Enter the Agent details and click OK when finished