Office 365 Mail

To set up Office 365 mail as a Target:

1. Enable Impersonation in Office 365
2. Set up Office 365 Mail as a Target location

To scan a specific user account in Office 365, see Edit Office 365 Target Path.

General Requirements

• Proxy Agent host with direct Internet access.
• Cloud service-specific access keys.

Enable Impersonation in Office 365

To scan Office 365, use a service account assigned with the ApplicationImpersonation and Mailbox Search roles:

1. Log into your Office 365 global administrator account.
2. Create a new service account for use with ER2.
   
   Service Accounts
   Service accounts are user accounts set up to perform administrative tasks only. Because of the broad permissions granted to service accounts, we recommend that you closely monitor and limit access to these accounts.
   Office 365 Licenses
   Office 365 does not usually require you to assign an Office 365 license to the service account used to scan mailboxes.
3. We need a custom admin role to assign the service account to. To create a custom admin role:
   1. Navigate to the Exchange admin center by going to ADMIN > Exchange.
   2. In the Exchange admin center, select permissions and go to the admin roles tab.
   3. In the roles tab, click +.
4. This brings up the Role Group page. Configure the custom admin role:
   1. Under the Roles section, select the ApplicationImpersonation and Mailbox Search roles.
   2. Add the service account created in step 2 to the list of Members, or users that are assigned this custom admin role.
5. Click Save.

Set up Office 365 Mail as a Target location

1. Enable Impersonation in Office 365.
2. From the New Search page, Add Targets.
3. In the Select Target Type dialog box, select Office 365 Mail.

4. Fill in the following details:

   Field	Description
   Office 365 Domain	Enter your Office 365 domain name. To scan a specific Office 365 user account, see Edit Office 365 Target Path.
   Credential Label	Enter a descriptive label for the credential set.
   Username	Enter the service account user name. See Enable Impersonation in Office 365 for more information.
   Password	Enter your service account password.
   Agent to act as proxy host	Select a Proxy Agent host with direct Internet access.

5. Click Test. If ER2 can connect to the Target, the button changes to a Commit button.
6. Click Commit to add the Target.

Edit Office 365 Target Path

1. Set up Office 365 Mail as a Target location.
2. In the Select Locations section, select your Office 365 Target location and click Edit.

3. In the Edit Office 365 Mail Location dialog box, enter a Path to scan. Use the following syntax:

   Path	Syntax
   Specific user account	<User Display Name>

4. Click Test and then Commit to save the path to the Target location.