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Preliminary Guide

Customer Preparation 1 | Microsoft Admin Permissions and Licenses​

  • Permission required for signing up for and using the Security 365 Portal:

    • When signing up for the Security365 Portal, administrative privileges are required to use the service.
    • **Microsoft License (E3 Recommended)** requires a global administrator or an administrator account with specific permissions.

    [Required Microsoft Administrative Permissions]

    • Global Administrator
      or
    • If you cannot receive global administrator privileges, you need the permissions of 'Privileged Role Administrator', 'Cloud Application Administrator', 'Office Apps Administrator', 'Teams Administrator', 'SharePoint Administrator'.

    [MSHow to Check Administrator Privileges]Portal.azure.comLog in with an administrator account **> Azure Active Directory > **Users **> **Search for and select the administrator account **>Select Assigned Role

Customer Preparation 2 | Microsoft MIP Label Check​

  • Check and create AIP labels:

    • When converting to MIP documents in SHIELD DRM, the MIP labels created/used by the client company are required.

    • If the AIP label has not been created,Microsoft Compliance CenterLog in with the administrator account and create a label in the [Information Protection] – [Label] menu.

    • Click the 'Create Label' button to generate a sensitivity label..

    • (Administrators who can set labels are 'Global Administrator' or 'Compliance Manager' You must have permission..)

    • Label creation, posting, and policy updates may take 4 to 8 hours to reflect for users.

    • For detailed label creation and publishing methods,Microsoft LearnYou can check it at.

Customer Preparation 3 | Confirm Tenant Name​

  • Check tenant name in Azure Portal:
    • Azure PortalIn the 'Custom Domain Name' menu of __PH_0__, the name written before '.onmicrosoft.com' is [Tenant Name].
    • Example)security365demo.onmicrosoft.comatsecurity365demoThis is the tenant name.

Customer Preparation 4 | Security365 Portal Membership Registration and Settings​

  • Adding and Configuring Users in the Security365 Portal:
    • Add Microsoft users through the 'User Synchronization' menu on the user management page.
    • Only users registered with Microsoft can be added, and all users within the organization are automatically added.
    • We are currently working on improvements to the functionality that allows only group users to be synchronized through the AD policy group.

Customer Preparation 5 | Firewall Allowance​

  • Service Configuration/Operation Related Allowed Processing URL:

    Product ClassificationURLUsageUser FirewallAdministrator FirewallNote
    Commonlogin.security365.comIntegrated Authentication ServiceOO
    Commonlogin.security365.comIntegrated Authentication ServiceOO
    Commonlogin.security365.comIntegrated Log TransmissionOO
    Commonportal.security365.comSecurity365 Management Center Page (Front)XO
    Commonspsvr.security365.comSecurity365 Management Center Page (Backend)XO
    SHIELD DRMSHIELD DRM.security365.comSHIELD DRM Admin Page (Front)XO
    SHIELD DRMssevtr.security365.comSHIELD DRM User/Admin Backend ServiceOO
    SHIELD DRMskms.security365.comSHIELD DRM Admin Page Key Retrieval Backend ServiceXO
    SHIELD Driveshieldrive.security365.comSHIELDrive User/Admin Page (Front)OOExclusion when SHIELD Drive is not in use
    SHIELD Drivewebdav.security365.comFile Upload/Download Used in SHIELDriveOOExclusion when SHIELD Drive is not in use
    SHIELD Drivedms.security365.comDocument web viewer service used in SHIELDriveOXExclusion when SHIELD Drive is not in use

    *Microsoft365 Service for Service Usage URL**It must be allowed by the client company itself..**SHIELD DRM**For customers using __PH_0__*, If on the client side Web Access Not allowed If there is a policy, partially sklogin.security365.com Permission may be required.