Exchange Discovery Task Wizard - Exchange Servers (online)

Use the Exchange Servers (online) page of the Exchange discovery task wizard to provide connection information.

Before you begin, define a service account for Exchange discovery scanning. Grant the account one of the following roles. This is necessary so that Data Security can discover messages and display results.

  • Organization Management
  • View Only Organization Management

See Scanning Microsoft Office 365 documents with Forcepoint Data Security Solutions for more information.

  1. Select an authentication method:
    • User name and password: Enter the Email address and Password used for logging on to the Exchange Online account.
    • OAuth 2.0: Enter Email address, Tenant ID, Client ID, and Client secret. For more information about getting your Tenant ID, Client ID, and Client secret, see the Configuring Azure Active Directory to use OAuth2 authentication Knowledge Base article.
  2. Click Test Connection to test the connection to the Exchange server. If the connection fails, verify the credentials entered in Step 1.
  3. Click Next to continue with Exchange Discovery Task Wizard - Mailboxes.