Cloud App Security Administration Guide for Office 365

Activating Office 365 and Microsoft 365 Cloud Applications

Cloud App Security can secure cloud applications with these subscription types:

  • Business
  • Microsoft 365 Apps
  • Education

Office 365 and Microsoft 365 Personal and Home subscription plans are not supported by SonicWall Cloud App Security.

If you plan to assign Cloud App Security licenses to only a specific set of Office 365 and Microsoft 365 users, create the Office 365 and Microsoft 365 user group before activating your Office 365 and Microsoft 365 cloud applications for Cloud App Security. After initial cloud application activation, the cloud application onboarding process may take up to 12 hours.

Adding new users to the Office 365 and Microsoft 365 group later may result in delay in synchronizing the licensed users with both systems. For more information, refer to Managing Cloud App Security Licenses.

To activate Office 365 and Microsoft 365 cloud applications for Cloud App Security

  1. Navigate to either the:
    • SaaS Selection page (during initial setup and configuration).
    • Cloud App Store page.
  2. Click Start on the tile for the Office 365 and Microsoft 365 cloud application you want activate.
  3. Select the installation mode you want to use to activate the Office 365 and Microsoft 365 cloud application.

    Office 365 Install Mode

  4. To automatically activate the Office 365 and Microsoft 365 cloud application, select Automatic Mode and click Ok.

    Automatic Mode is the recommended activation mode and will work for most organizations. Manual Mode is intended for use by experienced Office 365 and Microsoft 365 administrators. For information on how to manually activate Office 365 and Microsoft 365 cloud applications using Manual Mode, see Manually Configuring Office 365 and Microsoft 365 Cloud Applications During Activation.)

  5. Click Continue to authorize any supporting applications.

    Office 365 Authorization - Step 1

  6. Select your Microsoft account from the list and, if prompted, log in using your Microsoft account username and password.

    This must be an administrator account associated with your Microsoft account.

    Microsoft - Pick an account

  7. Sign into your Microsoft business account.

    Microsoft Sign in Microsoft Sign in

  8. When prompted with a list of permissions to which to grant SonicWall Cloud App Security access, click Accept.

  9. Click Continue to continue the activation process.

    Office 365 Authorization - Step 2

  10. Select your Microsoft account from the list and, if prompted, log in using your Microsoft account username and password.

    Make certain that you select the same Microsoft account that you used in previous steps.

    Microsoft - Pick an account

  11. When prompted with a new list of permissions to which to grant Cloud App Security access, click Accept.

  12. On the Office 365 and Microsoft 365 groups selection page:

    Office 365 Outlook groups selection

    • Select All Organization if you want to assign Cloud App Security licenses to all of the users in your organization.
    • Select Specific Group/s if you want to assign Cloud App Security licenses to only a specific Office 365 and Microsoft 365 group in your organization. Using Group Filters is the most effective way to manage you Cloud App Security licenses for a specific subset of users within your organization.

      Office 365 Outlook groups selection

      Licenses are assigned in alphabetical order.

      • If the number of users exceeds the number of available licenses, all user licenses will be assigned in alphabetical order by the system automatically. You can manually unassign users in order to free up licenses.
      • If the number of licenses exceeds the number of users, the remaining licenses will remain unassigned. Any new users added to the group will be assigned from the available license pool.

      Refer to Managing Cloud App Security Licenses for more information.

      Enter the name of the Office 365 and Microsoft 365 group to which you want to assign the licenses.

      Only one group is supported for Office 365 and Microsoft 365 cloud applications at this time. If you enter more than one group, an error message is displayed.

      You can change this setting later, if you needed, on the Configuration > Cloud App Store page. Refer to Managing Cloud App Security Licenses for more information.

      If you add users to the Office 365 and Microsoft 365 group later, it may take up to 12 hours for the user licenses to synchronize between the systems. For more information, refer to Managing Cloud App Security Licenses.

  13. Click Ok.
  14. On the SaaS Selection page, verify that a green checkbox appears on the tile for the Office 365 and Microsoft 365 cloud application indicating that the application has been activated for SonicWall Cloud App Security.
  15. Navigate to the Configuration > Cloud App Store page.
  16. On the tile for the Office 365 and Microsoft 365 application(s) you want to run, click Start to start the protection of Office 365 and Microsoft 365 using Cloud App Security.

    This begins the process of scanning existing email messages and files.

    • For email messages: previous 5 days
    • For cloud storage: previous 7 days

If you have only activated Office 365 and Microsoft 365 cloud application at this time, you will not need to reauthorize Cloud App Security again when you activate any additional Office 365 and Microsoft 365 cloud applications.

The Office 365 and Microsoft 365 cloud application activation process can take several hours, depending on the number of users in the Office 365 and Microsoft 365 account. An email will be sent to the email address associated with your MySonicWall account after the process has completed.

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