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New - Role Based Access Control for Applications Overview By default, once the Preserve365 Outlook application is consented, it can access all mailboxes in your Microsoft 365 tenant.If your organisation prefers to limit which mailboxes Preserve365 can access, you can configure Role Based Access Control (RBAC) for Applications in Exchange Online.This allows you to specify exactly which mailboxes the Preserve365 Outlook connector can scan.This step is optional, but recommended if you want more granular control over access.For more information, seeConfigure Role Based Access Control for Applications in Exchange Online  Purpose RBAC for Applications lets you restrict the Preserve365 Outlook connector to a defined set of mailboxes.Any attempt by the connector to access mailboxes outside that scope will be blocked by Exchange Online.  Prerequisites Exchange Administrator permissions Exchange Online PowerShell module The Preserve365 Outlook App ID (Client ID) from your Microsoft Entra (Az

Introduction Preserve365 allows users to send files from Microsoft 365 into their Preservica Preservation Archive. When enabled, you can grant access to the preserved representation of files to specific Microsoft 365 user groups you configure. Why this matters You may want to restrict access more tightly, extend access to additional groups, or define rules that differ from the original SharePoint permissions. Configuring Security Tags with user groups gives you this flexibility.You can grant specific user groups access in combination with Inherited Permissions, or instead of them. Prerequisites To configure access to preserved records from within Microsoft 365, you must have the Preserve365 Administrator role.  Granting Access to Microsoft 365 User Groups Access to preserved files is determined by: The Preservica Security Tag applied to the preserved files The configuration applied to that Security Tag In this example, we will configure the closed Security Tag. You may use any Securi

Introduction Preserve365 allows users to send files from Microsoft 365 into their Preservica Archive. When enabled, the preserved version of a file can inherit the same access permissions it had in Microsoft 365 at the time it was preserved.This ensures you can move records out of Microsoft 365 and into Preservica while maintaining continuity of access, by retaining the same permissions as the original in SharePoint.  Prerequisites To configure access to preserved records from within Microsoft 365, you must have the Preserve365 Administrator role.  Retain Original SharePoint Access Permissions Access to preserved files by your Microsoft 365 users is determined by: The Preservica Security Tag applied to the preserved files The configuration applied to that Security Tag In this example, we will configure the open Security Tag to inherit the original Microsoft 365 permissions. However, you can use any Security Tag for this purpose.Step 1: Configure the Security Tag Open Preserve 365 Adm

Preserve365 integrates directly with Microsoft 365 to allow your compliance and records teams to archive and preserve content (emails, SharePoint etc.).To do this, Preserve365 uses a Microsoft 365 Enterprise Application. Installing this app and granting permissions ensures that Preserve365 can: Respect and enforce your existing Microsoft 365 security and permissions. Connect to SharePoint, Outlook, and Teams data through Microsoft Graph. Allow background archiving to run automatically, without constant re-consent. This is a one-time setup task that only a Microsoft 365 Administrator (with Global Admin rights) can perform. After you complete it, your compliance team will handle all configuration within Preserve365.  Prerequisites To install and grant the necessary permissions for Preserve365, you’ll need to be a Microsoft 365 Administrator with Global Admin rights. This role is required because Preserve365’s Enterprise Application must be consented on behalf of the entire organisati

Each Microsoft 365 environment has a unique Tenant ID, a GUID that identifies your organisation in Microsoft’s cloud. Preserve365 uses this Tenant ID to: Associate your environment with your Preserve365 account Complete the Enterprise Application setup Ensure API calls and permissions are linked to the correct tenant  How to find your Tenant ID Follow Microsoft’s official guide:Find your Office 365 tenant IDOnce you have located your Tenant ID, please send it to your Preservica representative.Because the Tenant ID is considered sensitive information, it should only be shared using your organisation’s approved process for transmitting sensitive data. For example, this may include encrypted email or another secure channel.If you are unsure of the correct method, please consult your IT team. You can also share the following guidance with them: although the Tenant ID is not a secret (Microsoft makes it discoverable), it uniquely identifies your organisation’s Microsoft 365 environment

Hello! I’m trying to upload a folder with metadata but nothing is working. I read every post related to this topic on this community hub, I followed the related course on Preservica Academy and followed this guide :  https://cdn2.assets-servd.host/preservica-starter/production/resources/How-to-quickly-upload-metadata-files-in-bulk.pdf . I even tried with the training folder and metadata we’re given in the course but even this folder has problems. Help!Sarah

Hello, I am using Preservica Starter and deleted a series of items and would like to empty the recycle bin sooner than 90 days. Is there a way to do this? Thanks!Jim

Hello, I am wondering how I can change my account’s email address. The one I originally used will no longer be valid at the end of this year as it is my student university email. I put a lot of work into my account and would like to change the email so that I can continue to access my files.Thank you. 

Hi everyone,It’s been some time since we posted release notes to the Community Hub but you will find them in this channel for each release going forward.In the meantime I’m excited to share what we’ve been working on throughout a busy Q3, including a key release for a new connector coming to Preserve365!Release: 25.9.2Bulk Preservation for SharePoint Sites New Role Requirement: Actions Manager Preserve365 for Outlook - Private preview Sensitivity Label to Security Tag Mapping Released into Production Improved handling of folder changes between SharePoint and PreservicaBulk Preservation for SharePoint SitesPreserve365 now enables you to preserve all the records and list items of SharePoint sites easily and in bulk. This is especially useful if you have multiple sites that are no longer in use and you want to move them quickly into your Archive.Rollout note: Bulk Preservation is currently being rolled out across customer tenancies. If you don’t see it yet, you can expect it to appear in

This document is useful for the following roles - Records Manager / Archivist & Preserve365 Archive Manager.  Introduction Preserve365 enables you to preserve the entire contents of SharePoint sites quickly and in bulk. This is especially useful when you need to archive multiple sites that are no longer in use and move them efficiently into your preservation library.  Prerequisites To perform bulk preservation actions, your Microsoft 365 account must have the appropriate Preserve365 role assignments: Actions Manager role — required to make bulk preservation requests. Learn more about Preserve365 roles here. Copy or Move role — required to perform Copy or Move requests. You must have either the Preserve365 Copy role, the Preserve365 Move role, or both.   Bulk Preservation Actions Open Preserve 365 Admin Navigate to the Bulk Actions Console. Search for the site you want to preserve.    Select Preserve for the chosen site. Choose a Security Tag, select whether to Copy or Move,

This document is useful for the following roles - Records Manager / Archivist.  Preserve365 uses role-based access to make sure the right people can do the right jobs, while keeping control and security in line with your Microsoft Entra setup.A key principle is separation of concerns: Administrators configure Preserve365: they define how the system behaves. Actions Managers execute preservation actions: they carry out operations at scale. Many organisations choose this split for additional security and oversight.This document explains what each role is for, and how organisations typically use them.To set up roles in Microsoft 365, follow this guide: Setting Up Role-Based Access Control for Preserve365  Preserve365 Administrator The Administrator controls how Preserve365 behaves.Typical responsibilities include: Configuring system settings and feature availability. Configuring which Microsoft 365 data will be directed to which Preservica preservation library. For example: Choosing w

This documentation is useful for the following roles - Microsoft 365 Global Admin & Microsoft 365 Privileged Role Administrators. Valid from v.25.8.1 Preserve365 relies on Microsoft Entra ID (formerly Azure AD) to manage who can do what inside the application. By assigning application roles through Security Groups, you keep control within your existing Microsoft 365 identity model. There are no parallel accounts or ad-hoc permissions to manage.This setup ensures: Users authenticate with their normal Microsoft 365 account. Permissions are centrally managed through Entra, consistent with your wider security model. Access is scalable and auditable, aligned with enterprise best practice.  Prerequisites To assign Preserve365 roles using Security Groups, you’ll need rights to create and manage role-assignable security groups in Microsoft Entra. At minimum, this requires the Privileged Role Administrator role. A Global Administrator (or equivalent) will also have sufficient permissi

This document is useful for the following roles - Records Manager / Archivist & Preserve365 Archive Manager  Introduction Preserve365 will now enable you to preserve the contents of Outlook mailboxes.With Preserve365 for Outlook, you can: Identify the specific emails you need to preserve. Preserve them from a centralised location in Preserve365 Admin. Ensure they are securely stored in your Preservation Library for long-term access and compliance.  Note: This feature is currently in Private Preview. Functionality may be limited, and feedback from participants will directly shape the final release.  Pre-requisites To preserve emails from Outlook: Your Microsoft 365 user must have the Preserve365 Copy role. Your Microsoft 365 user must have the Preserve365 Actions Manager role Access to Preserve365 Admin.   Preserve emails from Outlook Step 1. Enable Preserve365 for Outlook Open Preserve365 Admin Navigate to Outlook – Preview → Settings Enable the Outlook Preview integrat