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):

• Outlook 2016 32-bit or newer should be installed on the archive server
• You should be able to setup a mail profile for the account on the archive server. Metalogix Archive Manager will not be able to connect to an Office 365 account if there are problems with mail routing or autodiscover.
• The account will need access to your Office 365 mailboxes and needs impersonation which should be granted using the following Powershell commands:

$LiveCred = Get-Credential 

$session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $LiveCred -Authentication Basic -AllowRedirection 

Import-PSSession $Session 

Get-Mailbox -ResultSize unlimited -Filter {RecipientTypeDetails -eq 'UserMailbox'} | Add-Mailboxpermission -User admin@company.com -AccessRights fullaccess -InheritanceType all -Automapping $False

New-ManagementRoleAssignment –Name "Impersonation-Metalogix" –Role "ApplicationImpersonation" –User admin@company.com

Add-RoleGroupMember "Impersonation-Metalogix" -Member admin@company.com

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. Enter the credentials for the global administrator account or user with granted rights and click Next

6. Complete the wizard and click Finish, check the "Set Exchange server permission for Metalogix service account" checkbox

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.