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Add Office 365 Account

Add Office 365 Account

After all the Office 365 configurations are completed from previous sections, follow these steps to add your Office 365 account on FortiCASB.

  1. Log into FortiCASB, go to Dashboard > Business Unit Overview, and click Add New.
  2. Select Office 365, and click Add Selected Cloud App.
  3. You will be prompted to provide administrator credentials. This is for the automation process of adding the global administrator as the "site collection administrator" for the users under the administrator account. For more details refer to https://docs.microsoft.com/en-us/sharepoint/manage-user-profiles
  4. Note: The credentials are only used for a one time configuration, FortiCASB will not store your Office 365 credential.

    Alternatively, if you don't want FortiCASB to audit your OneDrives, or want to install it manually, you can check "Prefer not to provide".

    If you have a custom SharePoint homepage URL, you will have to allow collection manually. See Manually Activate Sites Collection.

  5. Click OK.
  6. You will be redirected to the Office 365 login screen.

  7. After logging in, Office 365 will prompt you to accept FortiCASB access.
  8. Note: FortiCASB does not request all but only partial permissions from the global administrator user. Below is a list of permissions requested by FortiCASB.

    Permissions requested by FortiCASB
    Read and write files in all site collections
    Read items in all site collections (preview)
    Read files in all site collections
    Read and write all users' full profiles
    Read all users' full profiles
    Read and write items in all site collections (preview)
    Read all users' full profiles
    Read all groups
    Read and write all groups
    Read directory data
    Read and write directory data
    Access directory as the signed in user
    Read all files that user can access
    Read items in all site collections
    Read all groups
    Read directory data
    Read activity report for your organization
    Read activity data for your organization
    Sign in and read user profile
    Read directory data
  9. After you accept FortiCASB to access your Office 365 account, you will be redirected back to the FortiCASB dashboard.

You can see the installation checklist and monitoring status in the Office 365 dashboard. Notice that Add Sites Collection Admin is checked indicating that FortiCASB can now audit your OneDrive data.

If you checked "Prefer not to provide" earlier during authentication, please refer to Manually Activate Sites Collection for more details.

Add Office 365 Account

After all the Office 365 configurations are completed from previous sections, follow these steps to add your Office 365 account on FortiCASB.

  1. Log into FortiCASB, go to Dashboard > Business Unit Overview, and click Add New.
  2. Select Office 365, and click Add Selected Cloud App.
  3. You will be prompted to provide administrator credentials. This is for the automation process of adding the global administrator as the "site collection administrator" for the users under the administrator account. For more details refer to https://docs.microsoft.com/en-us/sharepoint/manage-user-profiles
  4. Note: The credentials are only used for a one time configuration, FortiCASB will not store your Office 365 credential.

    Alternatively, if you don't want FortiCASB to audit your OneDrives, or want to install it manually, you can check "Prefer not to provide".

    If you have a custom SharePoint homepage URL, you will have to allow collection manually. See Manually Activate Sites Collection.

  5. Click OK.
  6. You will be redirected to the Office 365 login screen.

  7. After logging in, Office 365 will prompt you to accept FortiCASB access.
  8. Note: FortiCASB does not request all but only partial permissions from the global administrator user. Below is a list of permissions requested by FortiCASB.

    Permissions requested by FortiCASB
    Read and write files in all site collections
    Read items in all site collections (preview)
    Read files in all site collections
    Read and write all users' full profiles
    Read all users' full profiles
    Read and write items in all site collections (preview)
    Read all users' full profiles
    Read all groups
    Read and write all groups
    Read directory data
    Read and write directory data
    Access directory as the signed in user
    Read all files that user can access
    Read items in all site collections
    Read all groups
    Read directory data
    Read activity report for your organization
    Read activity data for your organization
    Sign in and read user profile
    Read directory data
  9. After you accept FortiCASB to access your Office 365 account, you will be redirected back to the FortiCASB dashboard.

You can see the installation checklist and monitoring status in the Office 365 dashboard. Notice that Add Sites Collection Admin is checked indicating that FortiCASB can now audit your OneDrive data.

If you checked "Prefer not to provide" earlier during authentication, please refer to Manually Activate Sites Collection for more details.