How To Scan Microsoft OneNote

This section covers the following topics:

• Overview
• Licensing
• Requirements
• Configure Microsoft 365 Account
  • Generate Client ID and Tenant ID Key
  • Generate Client Secret Key
  • Grant API Access
• Set Up and Scan a Microsoft OneNote Target
• Edit Microsoft OneNote Target Path
• Matches in Attachments in Microsoft OneNote
• Remediate Matches in Microsoft OneNote
• Users in Multiple Groups

Overview

When Microsoft OneNote is added as a scan Target, ER Cloud returns the notebooks for all Microsoft 365 groups and user accounts. You can select specific groups, users, notebook folders, notebooks, sections, or pages when setting up the scan schedule.

You can also scan all users with Microsoft OneNote notebooks in your organization's domain by selecting the "All Users" group as a scan location.

Example of Microsoft OneNote structure: Microsoft OneNote [domain: example.onmicrosoft.com] +- Microsoft OneNote on target MS365:EXAMPLE.ONMICROSOFT.COM +- Group Engineering +- User A +- Notebook A +- Section A +- Page 1 +- Page 2 +- Section B +- Page 1 +- Page 2 +- Group Design +- Group's Notebook +- Notebook A +- Section A +- Page 1 +- Page 2 +- Section Group A +- Section A +- Section Group B

Licensing

For Sitewide Licenses, all scanned Microsoft OneNote Targets consume data from the Sitewide License data allowance limit.

For Non-Sitewide Licenses, Microsoft OneNote Targets require Client Licenses, and consume data from the Client License data allowance limit.

See Target Licenses for more information.

Requirements

Configure Microsoft 365 Account

Generate Client ID and Tenant ID Key

1. With your administrator account, log in to the Azure app registration portal.
2. In the App registrations page, click + New registration.

3. In the Register an application page, fill in the following fields:

   Field	Description
   Name	Enter a descriptive display name for ER Cloud. For example, Enterprise Recon.
   Supported account types	Select Accounts in this organizational directory only.

4. Click Register. You will be redirected to the Overview page for the newly registered app, Enterprise Recon.

5. Take down the Application (client) ID and Directory (tenant) ID. This is required when you want to set up and scan a Microsoft OneNote Target. Refer to Set Up and Scan a Microsoft OneNote Target.

   

Generate Client Secret Key

1. With your administrator account, log in to the Azure app registration portal.
2. In the App registrations page, go to the Owned applications tab. Click on the app that you registered (e.g. Enterprise Recon) when generating the Client ID and Tenant ID key.
3. In the Manage panel, click Certificates & secrets.
4. In the Client secrets section, click + New client secret.

5. In the Add a client secret page, fill in the following fields:

   Field	Description
   Description	Enter a descriptive label for the Client Secret key.
   Expires	Select a validity period for the Client Secret key.

6. Click Add. The Value column will contain the Client Secret key.

   

7. Copy and save the Client Secret key to a secure location. This is required when you want to set up and scan a Microsoft OneNote Target. Refer to Set Up and Scan a Microsoft OneNote Target.

   Save your Client Secret key in a secure location. You cannot access this Client Secret key once you navigate away from the page.

Grant API Access

To scan Microsoft OneNote Targets, you will need to grant ER Cloud permissions to access specific resource APIs.

1. With your administrator account, log in to the Azure app registration portal.
2. In the App registrations page, go to the Owned applications tab. Click on the app that you registered (e.g. Enterprise Recon) when generating the Client ID and Tenant ID key.
3. In the Manage panel, click API permissions.
4. In the Configured permissions section, click + Add a permission.
5. In the Request API permissions page, select Microsoft Graph > Application permissions.

6. Select the following permissions for the Enterprise Recon app:

   API Permissions	Description
   Group.Read.All User.Read.All Directory.Read.All Notes.Read.All	Required for probing and scanning Microsoft OneNote Targets.

7. Click Add permissions.
8. In the Configured permissions page, click on Grant admin consent for <organization name>.
9. In the Grant admin consent confirmation dialog, click Yes. The Status column for all the newly added API permissions will be updated to "Granted for <organization name>".

Set Up and Scan a Microsoft OneNote Target

1. Configure Microsoft 365 Account.
2. From the New Scan page, add Targets. Refer to the Add Targets section.
3. In the Select Target Type dialog box, select Microsoft 365 > Microsoft OneNote.

4. Fill in the following details:

   

   Field	Description
   OneNote Domain	Enter the Microsoft 365 domain to scan. Example: example.onmicrosoft.com Only accounts where the user principal name (UPN) shares the same domain as specified in the OneNote Domain field will be scanned and/or listed when probing the Target. For example, if OneNote Domain is set to example.onmicrosoft.com, user1@example2.onmicrosoft.com will not be scanned and/or listed when probing the Target even if the user belongs to a group in the example.onmicrosoft.com domain. To scan multiple domains within your organization's Microsoft 365 environment, add these domains as separate Microsoft OneNote Targets.
   New Credential Label	Enter a descriptive label for the Microsoft OneNote credential set. Example: m365-microsoftonenote-exampledomain
   Client ID	Enter the Client ID. Example: clientid-1234-5678-abcd-6d05bf28c2bf For more information, refer to Generate Client ID and Tenant ID Key.
   Client Secret Key	Enter the Client Secret key. Example: client~secret.key-CHvV1B5YQfr~6zDjEyv For more information, refer to Generate Client Secret Key.
   Tenant ID	Enter the Tenant ID. Example: tenantid-1234-abcd-5678-02011df316f4 For more information, refer to Generate Client ID and Tenant ID Key.
   Agent to act as proxy host	Select a Windows, Linux or macOS Proxy Agent host with direct Internet access.

5. Click Test. If ER Cloud can connect to the Target, the button changes to a Commit button.
6. Click Commit to add the Target.
7. Back in the New Scan page, locate the newly added Microsoft OneNote Target and click on the arrow next to it to display a list of available Microsoft 365 groups for the domain.
8. Select the Target location(s) to scan:

   1. If "All Users" is selected, ER Cloud scans all user accounts in the Microsoft 365 domain.

      "All Users" is a default, non-configurable virtual group in ER Cloud that automatically includes all user accounts in the Microsoft 365 domain. If a similar "All Users" group pre-exists in your Microsoft 365 environment, we recommend that you change the display name for that group as it will be viewed as a duplicate group and will not be displayed in ER Cloud.

   2. If only specific groups are selected, ER Cloud only scans notebooks from user accounts or notebook folders in the selected groups.

   For Microsoft OneNote Target location paths that contain special characters (e.g. "#", "%", "&", etc…), probe the Target to add and scan the location. Refer to Probe Targets in the Start a Scan section.
9. Click Test. If ER Cloud can connect to the Target, the button changes to a Commit button.
10. Click Commit to add the Target.

11. (Optional) On the Select Locations page, probe the Target to browse and select specific Target locations to scan. Refer to Probe Targets in the Start a Scan section.

12. Click Next.
13. On the Select Data Types page, select the data type profiles to be included in your scan (refer to the Use Data Type Profile section) and click Next.

14. On the Set Schedule page, configure the parameters for your scan. For more information, refer to Set Schedule in the Start a Scan section.

15. Click Next.
16. On the Confirm Details page, review the details of the scan schedule, and click Start Scan to start the scan. Otherwise, click Back to modify the scan schedule settings.

Edit Microsoft OneNote Target Path

1. Set Up and Scan a Microsoft OneNote Target.

2. In the Select Locations section, select your Microsoft OneNote Target location and click Edit.

   For Microsoft OneNote Target location paths that contain special characters (e.g. "#", "%", "&", etc…), probe the Target instead to add and scan the location. Refer to Probe Targets in the Start a Scan section.

3. In the Edit Microsoft OneNote dialog box, enter a (case sensitive) Path to scan. Use the following syntax:

   Locations to Scan	Path
   All notebooks for all users in all groups	Syntax: All Users Example: All Users
   All notebooks for all users or in the notebook folder of a specific group	Syntax: <Group Display Name> Example: Engineering
   All notebooks in the notebook folder of a specific group	Syntax: <Group Display Name>/g Example: Engineering/g
   Specific notebook for a specific user in a specific group	Syntax: <Group Display Name>/<User Principal Name>/<Notebook> Example: Engineering/user1@example.onmicrosoft.com/Q1 Notebook
   Specific notebook in the notebook folder of a specific group	Syntax: <Group Display Name>/g/<Notebook> Example: Engineering/g/Q1 Notebook
   Specific section of a notebook for a specific user in a specific group	Syntax: <Group Display Name>/<User Principal Name>/<Notebook>/<Section> Example: Engineering/user1@example.onmicrosoft.com/Q1 Notebook/Section A
   Specific section or section group of a notebook in the notebook folder of a specific group	Syntax: <Group Display Name>/g/<Notebook>/<Section or Section Group> Example: Engineering/g/Q1 Notebook/SG Branch
   Specific section or nested section in a section group of a specific notebook in the notebook folder of a specific group	Syntax: <Group Display Name>/<Notebook Folder>/<Notebook>/<Section Group>/<Section or Nested Section> Example: Engineering/g/Q1 Notebook/SG Branch/Section A
   Specific pages in a section of a specific notebook for a specific user in a specific group	Syntax: <Group Display Name>/<User Principal Name>/<Notebook>/<Section>/<Page> Example: Engineering/user1@example.onmicrosoft.com/Q1 Notebook/Section A/Page 1
   Specific pages in a section of a specific notebook in the notebook folder of a specific group	Syntax: <Group Display Name>/g/<Notebook>/<Section>/<Page> Example: Engineering/g/Q1 Notebook/Section A/Page 1

   If there are multiple Microsoft 365 groups with the same display name in your domain, ER Cloud will only retrieve the first group occurrence. For example, if there are three groups with the same display name, "Engineering", ER Cloud will only probe, scan and return results for the first "Engineering" group for the Microsoft OneNote Target.
4. Click Test and then Commit to save the path to the Target location.

Matches in Attachments in Microsoft OneNote

Matches that are found in attachments in notebooks are reported as distinct match locations from its parent page.

Example:

Page 1 in "Section A" of "Notebook A" contains the files "team-building.txt" and "members.txt". If matches are found in both files, ER Cloud reports this as two match locations, where "team-building.txt" and "members.txt" are distinct match locations.

Remediate Matches in Microsoft OneNote

The following remediation actions are supported for Microsoft OneNote Targets:

• Mark Locations for Compliance Report
• PRO Delegated Remediation

To remediate matches in Microsoft OneNote, refer to the Perform Remedial Actions section.

For more information on the supported remedial actions, refer to the Remedial Actions in ER Cloud section.

Users in Multiple Groups

This section describes the behavior of users that are members of multiple groups for the Microsoft OneNote Target.

License Consumption

A notebook owned by a user account that belongs to multiple groups

• is scanned each time a group the user belongs to is scanned.
• consumes only 1x data allowance usage regardless of how many times it is scanned as part of different groups.

Scan Results

Matches that are found in notebooks owned by users that belong to multiple groups will be reported as a distinct match count for each group.

Take for example a simplified Microsoft OneNote Target for the domain "example.onmicrosoft.com" below:

EXAMPLE.ONMICROSOFT.COM 55 matches +– Engineering 30 matches +– UserA 10 matches +– UserB 20 matches +– Design 25 matches +– UserA 10 matches +– UserC 15 matches

Matches found in notebook owned by "UserA" will be included in the match count for both Engineering and Design groups.

PRO This feature is only available in Enterprise Recon Cloud PRO Edition. To find out more about upgrading your ER Cloud license, please contact Ground Labs Licensing. See Subscription License for more information.