Adding Domains and Mailboxes via Microsoft 365 sync

Please check the Requirements, Limitations and What is configured during sync during the Microsoft 365 sync, so that you are fully aware of the feature before beginning.

  1. Log in as an Admin or Domain level user, using the Login with SolarWinds Single Sign-On (SSO) button:
  2. Information on this can be found on the Setup SolarWinds Single Sign-On page.

  3. Click on the Try the new beta interface link at the top right of the page.
  4. Using the side menu on the left of the page, navigate to General > Domains Overview.
  5. Once on the Domains Overview page, select Configure Microsoft 365 Sync which can be found just below the page description.
  6. You will now be taken to the Configure Microsoft 365 Sync wizard.Click Connect on the wizard .
  7. Ensure your browser is configured to allow pop-ups from Mail Assure before clicking on Connect in the wizard as you will need to authenticate to Microsoft 365 twice via pop-up windows for security purposes.

  8. Log in to your Microsoft 365 Global Administrator account.
  9. Now accept the permissions for the Mail Assure Microsoft 365 sync. This initial connection is to allow the wizard to collect the domain and mailbox information.
  10. If you check Mail Assure at this time, you will see that Microsoft is processing the connection with a page that looks like the below:

  11. You will again need to select the same Global Administrator account you used in step #7. This secondary connection allows the scheduled synchronization to run.
  12. Once you see the wizard has connected, click Next.
  13. Select the domain(s) you wish to configure through the Microsoft 365 sync and choose the frequency of the synchronization by using the Mailbox Synchronization Frequency dropdown in the right of the wizard.
  14. The times you may choose from are:

    • Every 4 hours (this is the default)
    • Every 1 hour
    • Every 12 hours
    • Every day
    • Every week
  15. After selecting the frequency, choose whether to enable Auto-sync and automatically apply any mailbox changes discovered during synchronization, or disable Auto-sync and receive a notification email listing all of these changes for you to approve. The notification emails also include a link to "Turn off these email notifications" through the sync notifications page.
  16. Once you have selected the domain(s), frequency and Auto-sync setting, click Next.
  17. Now select the Mailbox(es) you wish to sync and click Next. In here, you will see the domain the mailbox(es) belong to, the full email address, mailbox type and if there are any mailbox aliases.
  18. The mailbox type can be Distribution list, Shared Mailbox or Regular.

    Please note: if you wish to select all items on a page, tick the select all checkbox to the top left of the mailbox names. If you wish to select all mailboxes on all pages, click the arrow beside this and click Select all items on all pages.

  19. Now set the configuration for the mailbox(es) selected and click Next.
  20. In here you can:

    • Enable or disable Incoming Filtering of mail (enabled by default).
    • Enable or disable Outgoing Filtering of mail (enabled by default).
    • Enable or disable Email Archiving (enabled by default).
    • Enable or disable Automatic Email Scout Reports (ESR) (enabled by default).
    • Allow or disallow SSO logins for the email users created when mailbox(es) is added (enabled by default).
    • Configure the timezone used by the mailbox(es).
    • Configure the date format used by the mailbox(es).
    • Configure the time format used by the mailbox(es).
    • Select if you want the same configuration applied to all future synchronized mailboxes by ticking the checkbox at the bottom of this page.
    • If you leave this unticked, future mailboxes will be added using the default settings that can be found in Mailboxes Configuration.

  21. Review your settings in the summary page and click Confirm. Here you will see a breakdown of the number of each mailbox type selected, the number of domains found and how many of these were selected, and all of the synchronization and configuration settings selected through steps 10 and 13.
  22. If any changes are required, you can jump back to the part of the wizard required by either clicking the breadcrumbs along the top of the screen, or Edit beside the specific section.

  23. Once confirmed, you will see the banner will change to say Mailboxes synchronization successfully started and you may now close the wizard.

Once the wizard is closed, the Domains Overview page will refresh and you will see the domains added during the Microsoft 365 sync now showing in your list.

When checking the Mailboxes list from Mailboxes Overview, you will find all Microsoft 365 mailboxes. The mailboxes that were selected during sync will show the selected services are enabled. Any that was not selected through the sync will show the services set to No.

If you make changes to mailboxes in Mail Assure without using the Microsoft 365 sync, other than adding or removing filtering or archiving services, these changes will be reverted to match what you have set up in the Microsoft 365 sync.

Next Steps

After completing the above configuration, you will need to apply several further changes outwith the Microsoft 365 sync both in and outside of Mail Assure in order to ensure that mail filtering and archiving (where applicable) are configured correctly. Please see our Next Steps section for these details.