Connecting Archive Manager to Office 365 (8.2 and newer) (4300277)

Prerequisites

To connect Metalogix Archive Manager to an Office 365 account, first you must setup an account which will be used by the software to connect to Office 365. When setting up this account we need the following prerequisites:

• The account must have a mailbox in Office 365
• If you still have an on-premise Exchange environment, we recommend creating an account in your on-premise Exchange environment and migrating the account to Office 365
• The account can be a Global Administrator for your Office 365 account or other account having following rights granted (member of):

NOTE: You must register your Quest Archive Manager application in Microsoft Entra ID. For more details, see Registering Quest in Microsoft Entra ID for EWS.

Connecting Metalogix Archive Manager to Office 365

1. Open the Metalogix Archive Manager for Exchange Console

2. Open the Address Book Manager from the Tools menu or from the red icon on the toolbar

3. Select the Servers tab in the Address Book Manager window. In the right pane right click, go to Tasks and select Add Server...

4. Select Exchange Online and click Next

5. The Credentials for Exchange Online window open. Specify the information as described below:

a. Username - username of the administrator.

b. Client ID - the Application ID that you copied from Microsoft Entra ID.

c. Client secret - the Secret ID that you copied from Microsoft Entra ID.

d. Endpoint type - select from the following options:

·Worldwide endpoints - endpoints for worldwide Microsoft 365 subscriptions, which include the United States Government Community Cloud (GCC).

·U.S. Government DoD endpoints - endpoints for United States Department of Defense (DoD) subscriptions.

·U.S. Government GCC High endpoints - endpoints for United States Government Community Cloud High (GCC High) subscriptions.

6. Click Next. The Available Exchange Servers window opens. Select the Office 365 instance. You can click Back to select more servers to add or remove some of the selected servers.

7. Set the permission as described below:

·Set Public Folder permissions for <Exchange server online superuser> - grants OWNER permission for the Public folders to the Exchange serve online superuser.

8. Click Next. The Summary window opens that lists the online Microsoft Exchange servers that will be added.

9. Click Finish to start the import process. The Creating object window opens.

10. When the import process has completed, click Close.

Steps to verify the imported Microsoft Exchange servers

1.Open the Address Book Manager

2.Click the Servers tab and verify the imported servers in the list view.

Note: If during the wizard you receive an error that the software could not run the get-organizationconfig cmdlet, this indicates the account is not a global administrator or that the user does not have rights granted, or the rights have not propagated in Office 365 yet.