2️⃣Tenant Setup

Using Onboarding as a Tenant to start email archiving

Login to Automated Onboarding

Once you have opened your email, click on the link to access the personalized automated onboarding website. Follow the prompts to log in using the username and password that were sent to you in the email.

The username and password is within the email initially sent to you.

Confirm Details

Upon successful login, you will be presented with information about your archive. It is crucial to thoroughly review this information to ensure that the configuration is accurate, as it will affect the installation process of your archive. If there are any discrepancies, please reach out to your account manager for assistance.

Previous Data to Import

Additionally, you can verify if you have any prior data to import into your archive. If you do, make sure to mark the corresponding checkbox.

Download Install Script

After confirming that the information is accurate, you will be shown a screen with a download script option. To move forward, click the "Download for Windows" button to download the installation script. The script will be saved in your downloads folder.

Leave your browser window open as it will detect whether the script has installed correctly.

Add Permissions

The script for automated onboarding requires privileges to run, this allows us to interact with your systems.

  1. Open PowerShell

  2. Enter the following lines:

    Get-ExecutionPolicy

    Set-ExecutionPolicy RemoteSigned CurrentUser

  3. This will show a confirmation message and a warning from Microsoft, you will need to select: [Yes]

Run the Install Script

You will need to run the install script, to do this please follow these instructions carefully:

Ensure that you have Global Admin privileges before proceeding with the automated script. If you need further information, it can be found here.

  1. Locate the downloaded installation script on your hard drive.

  2. Right-click on the file and select Properties.

  3. Unblock the File by Checking the "Unblock" checkbox.

  4. Right-click on the Script

  5. Click "Run in Windows PowerShell."

  6. The script will now start running.

  7. On the Windows Account Screen, select the Global Admin User from the list of options.

  8. The script should run successfully. If it does not, please contact your account manager.

  9. Return to your browser window.

  10. Continue with the onboarding process.

If you have checked "Previous Data to Import" please continue to the "Data Import" page.

If not, please continue to "User Setup"

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