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Audit Vault Step by Step Implementation Guide


Introduction:

Audit Vault for M365 empowers you to manage your Microsoft 365 Audit Logs effectively. It's designed to store your audit logs securely for as long as you need, and is equipped with advanced reporting and search features. Many organizations rely on Audit Vault for M365 to maintain their audit logs securely without the need for costly additional Microsoft licenses.

In today's heavily regulated environment, having robust auditing mechanisms is crucial to ensuring data security, compliance, and adherence to governance standards.


What you'll learn:
  • How to create your account
  • How to configure your tenant
  • How to import and preserve your audit logs from Microsoft
Prerequisites:

Below is a general list of pre-requisites you want to have ready in order to get started. This will help you move smoothly through the actual implementation.

  • A Microsoft 365 (M365) Tenant
  • Your corresponding Microsoft 365 Account details (username and password)
  • Microsoft 365 Global Administrator for your organization (required to approve our App Read Access to your tenant)


Create Your Account:
Sign in with Microsoft

NOTE: The account you sign-in as must be associated to the Microsoft Tenant or Organization you are wanting to protect with Audit Vault for M365.

  1. Navigate to https://auditvault365.com – and choose to Sign Up.
  2. Click on the "Sign in with Microsoft" button.
    • Sign in with your organizations Microsoft Account.
    • Microsoft will prompt you for requesting ECM Insights: Audit Vault for M365 for the following permissions:
      • Sign in and read your profile
      • Maintain access to data you have given it access to
    • Accept the permissions request.


Enter Company and Contact information

Note: We'll never share your contact information with anyone else.

  1. Tell us about your company:
    • Enter your company name.
    • Select the size of your company.
  2. Provide us with your contact information:
    • Enter in your first and last name.
    • Enter in you email address.
    • Provide us with your phone number.
    • Select what country you reside in.
  3. Review our terms of service and privacy policy.
  4. Check the I attest as an authorized representative of Company checkbox.
  5. Click on the "Create Account and Continue" button.


Add Billing Info:

This section is where you provide us with your billing information needed for invoicing:

  1. Enter your company phone number.
  2. Enter in your billing email address. This is where receipts will be emailed to.
  3. Enter in your company address info.
  4. Click on the "Save and Continue" button.

NOTE: Payment information is collected once your 14 day trial is complete. No credit card is required at this stage.


Company Setup is complete! Next steps are to configure your tenant settings.


Configure Your Tenant:


Add Your M365 Tenant:

This step allows you to set up and configure your M365 Tenant in Audit Vault for M365.

  1. Click on the option “Add a New Tenant”.
  2. Select the Tenant name from your existing list of domains from Microsoft 365 (if you have multiple domains just select your main/primary domain).
  3. Choose your corresponding Microsoft endpoint (if you are unsure of which endpoint you reside on, please talk to your IT or M365 Administrator).
  4. Check "Send Email Notifications" if you wish your company Administrator to receive emails if there are issues with the service.
  5. Audit History for SharePoint App Permissions:
    • The Audit History for SharePoint menu App can be added to your SharePoint tenant via Microsoft AppSource.
    • When installed on your Tenant's Site Collection(s), an "Audit history" menu and command bar button is exposed in SharePoint.
    • Select "Use SharePoint Permissions (recommended)"
  6. Audit Source Workloads:
    • Enable the workloads you wish to preserve in Audit Vault for M365.
    • Selecte the frequency for audit vault processing (recommended frequency is 60 mins)
  7. Click “Create Tenant”.


Grant App Access:

Grant Audit Vault for M365 read-access to your M365 Tenant’s audit log information. This is required for our App to ensure application security for your tenant and to preserve your important audit log history.

NOTE: This section requires your Global Administrator to log into Audit Vault and Grant Consent for Audit Vault to access your tenant audit logs.

  1. Click on the option “Grant Consent” button.
  2. Sign in as your tenant's Global Administrator.
  3. Review the requested permisions.
    • Read activity data for your organization
    • Read user files
    • Sign in and read user profile
    • Read directory data
    • Read organization information
    • Read SharePoint and OneDrive tenant settings
    • Read items in all site collections
    • Read all users' full profiles
    • Read items in all site collections
  4. Click “Accept”.


Tenant setup is complete!


Validate and First Import:


First Audit Vault Synchronization:

We need to validate that your Tenant is setup correctly with audit logging enabled and API access in place for your tenant.

  1. Click the "Validate" button.
  2. You may need to wait up to 10 mins for for Microsoft to propogate the appropriate permissions to your M365 Tenant.
  3. Click the “Run First Audit Synch” button once enabled.
  4. Watch the last 7 days of audit records being imported from your tenant.
  5. Once completed you should see a message indicating “Setup Complete.”.


Congratulations! Audit Vault for M365 is now preserving your important audit history information.


Additional Setup Guides

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