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Authorize and Synchronize for Microsoft 365 subscription

Payal Arya
  • Updated

Description

An important step in configuring your Exclaimer Cloud - Signatures for Microsoft 365 subscription is to authorize Exclaimer Cloud to read user data from your Azure AD/Microsoft 365 directory (and maintain a replica in an Exclaimer Cloud database). This data is used to populate the contact details in your signature and can be used to control which users get which signature.

Once you have successfully authorized Exclaimer Cloud to read user data from your Azure AD/Microsoft 365 directory to an Exclaimer Cloud Signatures database so that it can be applied to your email signatures - you need to start the synchronization process.

The synchronization process synchronizes the contact details of all members or, if required, selected members with Exclaimer Cloud so signatures can be applied to their email messages.

Please click on the required options listed below to go through the detailed description:

Authorize permissions for Azure AD access

How to access it?

To access the Authorize option during the initial setup: 

  1. From the left-hand pane, click Configuration, then select Connect to Microsoft 365.
    NOTE: The options within Connect to Microsoft 365 are only available during the initial setup.
    Once you have successfully configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription, this section will not be available. 

    If required, you can edit the configuration settings via Manager User Data, Manage Mail Flow, Outlook Signatures and Exchange On-Premises.
  2. From the right-hand pane, under Synchronize User Contact Details, click AUTHORIZE.  

To access the Authorize option to authorize a change in data: 

  1. From the left-hand pane, click Configuration, then select Manage User Data.
    NOTE: Manage User Data, Manage Mail Flow, Outlook Signatures and Exchange On Premises are only available once you have successfully configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription. 
  2. From the right-hand pane, under Enable Azure AD Access, click AUTHORIZE.

Authorizing permissions

REQUIRED! You need to use your Microsoft 365 Global Administrator credentials to configure your Exclaimer Cloud - Signatures for Microsoft 365 subscription. 

To authorize Exclaimer Cloud to read user data from your Azure AD/Microsoft 365 directory: 

  1. Click AUTHORIZE.

  2. You are prompted to sign in to Microsoft 365 as a Global Administrator (be sure that you are entering the credentials for the correct Microsoft 365 tenant): 



  3. Once signed in, you are prompted to accept a permissions request for the Exclaimer Cloud to read your Azure AD data. Click Accept:



  4. The Authorization Successful message is displayed:


    You can view the status of this authorization under Manage User Data.
     
    Next Steps: Once you have confirmed these details and granted the required permissions, you are directed back to start the process of synchronizing user contact details.

     Have you got a question? Please take a look at our Frequently Asked Questions page.
Synchronize user contact details 

How to access it?

To access the Start Sync option during the initial setup:  

  1. From the left-hand pane, click Configuration, then select Connect to Microsoft 365.
    NOTE: The options within Connect to Microsoft 365 are only available during the initial setup. Once you have successfully configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription, this section will not be available.

    If required, you can edit the configuration settings via Manager User Data, Manage Mail Flow, Outlook Signatures and Exchange On-Premises.
  2. In the right-hand pane, under the Synchronize User Contact Details section, Start Synchronization is enabled only if the authorization process has been successfully completed. 

To access the Start Sync option to manually synchronize the data: 

  1. From the left-hand pane, click Configuration, then select Manage User Data.
    NOTE: Manage User Data, Manage Mail Flow, Outlook Signatures and Exchange On-Premises are only available once you have successfully configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription.   
  2. From the right-hand pane, under Start Synchronization are the relevant options.

Synchronizing user contact details 

REQUIRED! You need to use your Microsoft 365 Global Administrator credentials to configure your Exclaimer Cloud - Signatures for Microsoft 365 subscription. 

To synchronize user contact details: 

  1. You can either synchronize the contact details of all members within your organization with Exclaimer Cloud or synchronize the contact details of only the limited users within the selected Azure AD group.

    - Select Synchronize all users to synchronize the contact details of all members of your organization with Exclaimer Cloud. 

    or

    - In the Synchronize only users in this group, start entering the mail-enabled security group name (from the existing Azure AD groups); this is a predictive text field, so any matched groups will be shown as you start to type. Select the required group whose user contact details you want to sync with Exclaimer Cloud.
    NOTE:
    - Please ensure that the group needs to be a mail-enabled security group for this option to successfully synchronize user contact details.

    - The Synchronize only users in this group option is useful in scenarios where you don't want the contact details of all members within your organization to be synced with Exclaimer Cloud. For example, a large organization using Microsoft 365 has branches worldwide. But, only the UK branch employee contact details need to be synced with Exclaimer Cloud. This feature allows IT Admins to sync only specific (mail-enabled) Azure AD groups with Exclaimer Cloud. 

    Example:


    WARNING! By enabling the Synchronize only users in this group option, all user data for people outside this group will be removed from the database.
  2. Click START SYNC to start synchronizing the data from Azure AD.

    The synchronization process will continue in the background while you proceed with the setup.
    When the synchronization process is successfully completed, a confirmation message is displayed.

 

Next Steps: Once you have completed the synchronization process, you need to select how you wish to apply your email signatures: Server-side, client-side or Exchange On-premises.

Have you got a question? Please take a look at our Frequently Asked Questions page. 

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