Install Exclaimer Compliance Outlook Add-in

Description

The Exclaimer Compliance Add-in helps monitor changes to Exclaimer-managed email signatures when users send emails. If a user changes the signature text, the Add-in flags a policy violation.

This article guides you through how to install the Exclaimer Compliance Add-in in your Microsoft 365 tenant.

Deploying the Compliance Add-in to your Microsoft 365 tenant

Follow these steps to deploy the Compliance Add-in to your Microsoft 365 tenant:

1. Log on to the Microsoft 365 Portal as a Global Administrator.
    
2. Open the admin center.
    
3. From the menu sidebar, select Settings, then select Integrated apps. 
    

4. Select Upload custom apps.
   
   
   _{Select Settings, select Integrated apps. Then select Upload custom apps.}  
    

   The Deploy New App window is displayed.
    

5. From the App type drop-down list, select Office Add-in.
   
   
   _{From the App type drop-down list, select Office Add-in.}
    

6. You can either

   • Select the Upload manifest file (xml) from device option. Select Choose File. Browse to and select the manifest.xml file sent to you by Exclaimer.
   OR
   • Select Provide link to manifest file. Enter https://outlookclient.exclaimer.net/compliance-addin/manifest.xml. Select Validate.
   
   
   _{Enter the manifest file link.}
    

7. Select  Next.
    

8. Select which assigned users should have access to the Exclaimer Compliance Add-in:
   
   • Just me: Select to assign only yourself, in your organization, access to the Exclaimer Compliance Add-in.
   
   • All users: Select to assign everyone in your organization access to the Exclaimer Compliance Add-in.
   
   • Specific users/groups: Select to assign specific users or groups within your organization access to the Exclaimer Compliance Add-in. Enter a specific user or group name; this is a predictive text field, so it will display any matching users or groups as you start to type.

   NOTE: You cannot use nested groups. 

   
   
   _{Select which users should have access to the Compliance Add-in.}
    

9. Select Next.
    
10. Select Finish deployment to complete the deployment process.
    
    
    _{Select Finish deployment.}
     
11. Review the permissions requests. Select Next.
    
    
    _{Review the permissions request. Select Next.} 

Authorizing permissions via admin consent

After you deploy the manifest, grant admin consent for the Compliance Add-in to read enrolled user profiles. 

To authorize permissions:

1. Log on to the Microsoft 365 Portal as a Global Administrator.
    
2. Open the following URL: 
   
   https://login.microsoftonline.com/organizations/adminconsent?client_id=0879b393-3c3a-4d08-b2a3-ded5f99a9cb6&scope=https://graph.microsoft.com/User.Read&redirect_uri=https://outlookclient.exclaimer.net/compliance-addin/consented.html
    

3. Select Accept on the Microsoft permissions screen.
   
   
   _{Review the permissions request. Select Next.} 
    

   You are redirected to the Exclaimer consent confirmation page. Close the browser window.
   For more information on how the Compliance Add-in works, see Using the Exclaimer Compliance Outlook Add-in.

Troubleshooting