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Quadrotech Archive Shuttle 10.3 - Installation Guide

Providing credentials to Office 365 Module under Basic Authentication

The Office 365 module needs credentials so it can connect to Office 365. To provide these credentials, follow these steps. This is only if you’re authenticating under basic authentication.

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NOTE: Windows Remote Manager (WinRM) needs to allow basic authentication to be able to proceed.

Be aware you must select ONE method of authentication with your Archive Shuttle project; either basic authentication or Modern Authentication (OAuth). Mixed authentication is not available.

1.Log in to the server or workstation where the Office 365 Module is currently deployed using the account that is used to run the Archive Shuttle Office 365 Service.

2.Click Start.

3.Open the Credentials Editor.

4.Click Add and enter the UPN and password for the account described in the prerequisites section.

5.Click OK on the UPN/Password dialog.

6.Click Save in the Credentials Editor, and close the application.

These credentials will be used by the module when it connects to Office 365.

Providing Credentials to Connect to Office 365

The Office 365 module needs credentials supplying to it in order to be able to connect to Office 365. To provide these credentials, follow the steps below:

1.Log in to the server or workstation where the Office 365 Module is currently deployed using the account that is used to run the Archive Shuttle Office 365 Service.

2.Click Start and locate the Credentials Editor, and then click it to launch the editor.

3.In the small application that launches, click Add and enter the account UPN and password for the account described in the prerequisites section.

4.Click [OK] on the UPN/Password dialog.

5.Click [Save] in the Credential Editor, and close the application

These credentials will be used by the module when it connects to Office 365.

The final step in configuring the module is to start the Office 365 Module Service using the Windows Service Control Manager.

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NOTES:

·Additional configuration may be necessary in order to obtain good ingest performance, and/or to work in environments where web/HTTP proxies are used. These are described in the Installation Overview.

·Alternatively, you can use Modern Authentication (OAuth) instead of service account credentials. To do this, add the Modern Authentication (OAuth) credentials using the Credential Editor, and also select the Use modern authentication (OAuth) option on the Office 365 Module settings.

·Credentials Editor currently supports TLS 1.2.

Configuring Application Impersonation

In order for the accounts specified above to be used to ingest data into Office 365 mailboxes of Personal Archives, the Application Impersonation role needs to be assigned to the user. This can be done in the Office 365 Portal or via PowerShell.

To do the required steps using PowerShell, follow the steps below:

1.Log in to a server that has Windows PowerShell installed

2.Issue the following commands in PowerShell, comments and responses are noted below each command:

$User-Credential = Get-Credential

Supply values for the following parameters:

Credential

A pop-up will appear asking for a username and password. The Global Administrator that needs to have Application Impersonation granted to them should be input.

$Session = New-PSSession –ConfiguratioName Microsoft.Exchange –ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential –Authentication Basic –AllowRedirection

This connects a PowerShell session to Office 365 using the credentials that were just entered.

Import-PSSession $Session

This activates the above session. It may take a few seconds for this to return to the command prompt.

New-ManagementRoleAssignment –Name:VaultAdminImpersonation –Role:ApplicationImpersonation –User:<upn>

This grants the user specified the Application Impersonation role.

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NOTE: Customers may have a standard system for naming role assignments. That naming convention can be used, but the required role is fixed by Office 365 – Application Impersonation.

For more on Application Impersonations, click here.

Configuring Office 365 Connection Rather Than Autodiscover

Normally the Office 365 Module will use the default configuration and be able to contact Office 365. In some situations it might be necessary to configure a specific URL to access Office 365. This can be done on the System Configuration page as follows:

1.Go to the System Configuration page in Archive Shuttle.

2.Click on Office 365 Module

3.Locate the Connection URL entry near the bottom, and update it to show the required value.

4.Click [Save] to commit the changes.

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