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    Onboarding Microsoft 365 Infrastructure

    Overview

    These instructions are used for onboarding Microsoft 365 Tenants as Infrastructure Connections within Dasera. Such connections permit Dasera to automatically discover, connect, and scan OneDrive, Teams sites, and SharePoint document libraries. Follow the steps below for each Microsoft 365 Account you wish to onboard to Dasera.

    Register Dasera App in Microsoft 365

    1. Login to the Microsoft 365 admin center.
    2. From the left side nav, click Show allAll admin centers.
    3. Click on the hyperlink for Microsoft Entra.
    4. From the left nav, click ApplicationsApp registrations.
    5. Click New registration.
    6. Create your new app registration. Include Dasera in the name for your reference and keep settings as default. Then click Register.
    7. From the Overview screen, capture Application ID and Tenant ID (Directory ID) for use in Dasera.

    Create Client Secret

    1. From Dasera App overview, navigate to Certificates & secrets and click on New client secret.
    2. Enter Description and validity of secret.
    3. On clicking Add, the secret is created. Copy and capture the Secret value as Application Secret.

    Add API Permissions to Dasera App

    You'll need to add several API permissions for both Microsoft Graph and SharePoint for Dasera to complete the infrastructure connection and auto-connect to data stores.

    Microsoft Graph

    1. Click API Permissions from the left nav, then click Add a permission.
    2. Click the large button for Microsoft GraphApplication Permissions.
    3. Search for and add all of the following permissions by checking the box to the left of the permission name.
    Directory.Read.All
    Files.Read.All
    Group.Read.All
    User.Read
    User.Read.All

    SharePoint

    1. Click API Permissions from the left nav, then click Add a permission.
    2. Click the large button for Microsoft GraphApplication Permissions.
    3. Scroll down until you see the button for SharePoint. Click on it then click Application Permissions.
    4. Search for and add Sites.Read.All by checking the box to the left of the permission name.

    Once you've added all the permissions, click Grant Permissions on the Configured permissions screen to finish granting admin consent for all configured permissions.

    Create Dasera Infrastructure Connection

    1. Log into Dasera
    2. Navigate to the Administration > Infrastructure Connections > Microsoft 365 tab
    3. Click the Add Infrastructure button.
    4. Click Next
    5. Disable auto-discovery and auto-connection to Apps (only if desired).
    6. Click Next.
    7. Enter the following values:
    Field Value
    Tenant Name Any value (this is used to identify your infrastructure connection within the Dasera UI).
    Tenant ID Enter the Tenant ID captured in Step 7 in Register Dasera App in Microsoft 365 section above.
    Application ID Enter the Application ID captured in Step 7 in Register Dasera App in Microsoft 365 section above.
    Application Secret Enter the Application Secret (value) captured in Step 3 in Create Client Secret section above
    1. Click Next.
    2. Select if you want Dasera to scan all data or selected groups, which appear as a drop-down pick list.
    3. Hit Save to complete the Infrastructure connection.

    Next Steps

    • Repeat the above steps if you have additional Microsoft 365 Accounts to onboard in Dasera.
    • Review auto-connected OneDrive, SharePoint, and Teams sites. You can also connect to other OneDrive and SharePoint sites manually. 

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