---
title: "Microsoft 365 Connector Setup Guide"
slug: "office-365-connector-setup-guide"
updated: 2025-07-18T11:32:35Z
published: 2025-07-18T11:32:35Z
canonical: "docs.revealdata.com/office-365-connector-setup-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft 365 Connector Setup Guide

# Overview

Reveal Hold supports integration with o365 Data sources Exchange, SharePoint & OneDrive for in-place preservation and data collection. This document describes the prerequisites for integrating Reveal Hold with o365 Data sources.

> [!NOTE]
> **Note**
> 
> All recent changes announced by Microsoft to the Purview eDiscovery experience—specifically, the unification of eDiscovery (Standard) and eDiscovery (Premium) under a single interface—do not impact the preservation capabilities of Reveal Hold. Reveal Hold operates independently of the Microsoft Purview user interface. Regardless of any change in interface announced by the Microsoft to the Purview eDiscovery experience, our preservation workflows remain fully functional and enforceable. Clients can continue to rely on Reveal Hold for issuing legal holds, tracking custodial compliance, and ensuring defensible preservation across Microsoft 365 and other supported data sources.
> 
> 
> 
> For further information or support, please contact your account representative or visit our support portal.

## Information Required for Integration

The following details are required from the client for configuring o365 connector in Reveal Hold.

1. Service account username and password which has been assigned the following roles:
  1. eDiscovery Manager
2. SharePoint URL.
3. OneDrive URL.

The below sections describe the steps to be carried out in o365 for integration with Reveal Hold.

## Create a Service Account in Office 365

### Adding User Account

Go to the admin center at https:/admin.microsoft.com.

**How do I sign into the Office 365 admin center?**

1. Head to the Microsoft **portal**.
2. Sign in using your **Office 365 admin login** details. ...
3. Once you have logged in, select the app launch icon in the upper bar and click on the **Admin** tile, which looks like the following image:

![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-6800go9t.png)

1. Go to **Users** > **Active users** and select **Add a user**.

![Graphical user interface, application Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-744yl33z.png)

![Graphical user interface, application Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-jclggjeq.png)

1. In the **Set up the basics** pane, fill in the basic user information, and then select **Next**.
  - **Name** Fill in the first and last name, display name, and username.
  - **Domain** Choose the domain for the user's account. For example, if the user's username is ****, and the domain is ***.com, they'll sign in by using ****@****.com.
  - **Password settings** Choose to use the autogenerated password or to create your own strong password for the user.
  - The user must change their password after 90 days. Or you can choose to **Require this user to change their password when they first sign in**.
  - Choose whether you want to send the password in email when the user is added.

![Graphical user interface, application Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-4xlzp1nq.png)

1. In the **Assign product licenses** pane, select the location and the appropriate license for the user. If you do not have any licenses available, you can still add a user and buy additional licenses. Expand **Apps** and select or deselect apps to limit the apps the user has a license for. Select **Next**.

![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-7zspgf7m.png)

1. In the **Optional settings** pane, expand **Roles** to make this user an admin. Expand **Profile info** to add additional information about the user.

![Graphical user interface, text, application Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-ortz10k6.png)

1. Select **Next**, review your new user's settings, make any changes you like, then select **Finish adding**, then **Close**

### Grant Another User Access to Security & Compliance Center

Use the Security & Compliance Center to give another user access to the Security Compliance Center

1. Open the Security & Compliance Center at and then go to **Permissions**. To go directly to the **Permissions** tab, open https://protection.office.com/permissions.

![Graphical user interface, application, Teams Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-1pzmmsp7.png)

1. In the left pane of the security and compliance center, select **Permissions**, and then select the checkbox next to **eDiscovery Manager**.

![Graphical user interface, text, application Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-lnh3u34e.png)

1. From the list of role groups, choose the role group, and then click **Edit** ![Edit icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-x6c1f2ys.gif).
2. In the role groupp’s properties page under **Members**, click **Add** ![Add Icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-hdus2jqn.gif) and select the name of the user (or users) you want to add.
3. When you've selected all of the users you want to add to the role group, click add-> and then OK.
4. When you're finished, click Save.

### Assign eDiscovery Permissions

1. Go to https:/protection.office.com.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(25).png)

1. Sign in using your work or school account.
2. On the **eDiscovery Manager** flyout page, do one of the following based on the eDiscovery permissions that you want to assign.

### Make User eDiscovery Manager

1. **To make a user an eDiscovery Manager:** Next to **eDiscovery Manager**, select **Edit**.
2. In the **Choose eDiscovery Manager** section, select the **Choose eDiscovery Manager** hyperlink.
3. Select ![Add Icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-8xd8ytn4.gif) **Add**. Select the user (or users) you want to add as an eDiscovery manager, and then select **Add**.
4. When you are finished adding users, select **Done**.
5. Then, on the **Editing Choose eDiscovery Manager** flyout page, select **Save** to save the changes to the eDiscovery Manager membership.

![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-37mdbrxi.png)

![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/office-365-connector-setup-guide-image-ik2u8dsh.png)

### Additional requirements for Office365 SharePoint Connector:

Apart from above permissions, SharePoint Online connector requires, below mentioned additional Roles and permissions required.

- Service Account needs be part of SharePoint Site Admin Group with Read-only access.