Configure Exchange Online Self-Service

To make the Exchange Online Self-Service feature visible to end users, a tenant administrator must complete the following tasks.

Verify the Setup for Self-Service

You must verify that the following entities and associations are created in the Commvault Cloud software.

Verify that a company is created.
Add an O365 application for Exchange Online.
Verify that there is a backup plan and an Office 365 plan created, either manually or automatically.
Create a SAML application for the Exchange Azure application domain
Verify that the Exchange Online mailboxes are backed up.
Verify that the Exchange Online mailboxes are content-indexed.
Complete the tasks in the following sections.

Create a User Group for Office 365 Self Service

You must create a user group, and then assign the Office 365 Self Service role so that the end users can view the Self-Service feature.

From the navigation pane, go to Manage > Security > User groups.

The User groups page appears.
At the top-right area of the page, click Add user group.

The Add user group page appears.
Beside Type, leave Local group selected.
In the Group name box enter, a name for the user group.
In the Group description box, enter a helpful description of the user group, and then click Save.

Associate the User Group with the Exchange Online App and the Office 365 Self Service Role

You must associate the Office 365 Self Service user group with the Exchange Online app, and then assign the Office 365 Self Service role.

From the navigation pane go to Protect > Office 365.

The Overview tab appears.
On the Apps tab, from the list, select the Exchange Online app.

The Overview tab appears.
On the Configuration tab, in the Security section, click Edit.

The Security dialog box appears.
From the Enter users, user groups list, select the Office 365 Self Service user group that you created.
From the None selected list, select the Office 365 Self Service role.
Click Add, and then click Save.

Edit the SAML App to Add the O365 Self Service User Group

From the navigation pane, go to Manage > Security > Identity Servers.

The Identity servers page appears.
From the list, select the SAML app.
On the General tab, in the General section, beside User group, click the edit button.
From the list, select the Office 365 Self Service user group that you created, and then click Submit.

Enable the Self-Service Option on the Office 365 Plan

Administrators must enable the Exchange Online Self-Service feature on the Office 365 plan so that end users can use it.

Important

For automatically-created Office 365 plans, the MSP administrator must enable the Self-service option. Tenant administrators cannot edit automatically-created Office 365 plans. For manually-created Office 365 plans, the tenant administrator can edit the Office 365 plan to enable the Self-service option. Alternatively, the tenant administrator can manually create a new Office 365 plan, and then enable the Self-service option.

From the navigation pane, go to Plans.

The Plans page appears.
On the Office 365 tab, click the plan.

The plan details page appears.
In the Exchange section, move the Self-service toggle key to the right.