A step-by-step list for configuring your account and deploying the Outlook Add-in.
Table of Contents
Troubleshooting and Support Familiarization
Activating Your Account
- Email your licensed administrator's Entra ID Email (see instructions) to Preava support (see instructions).
- Await confirmation from Preava that your account has been provisioned.
- Use the provided account to authorize Entra ID as an identity provider (see instructions).
Configuring Protection
- Notify support if your organization uses any of the following. Support will configure endpoint exclusion filters to ensure clean data for the Preava API so risk analysis isn't adversely affected (Contact Support).
- Third-party tools that automatically add email recipients to emails for tracking purposes or otherwise, e.g. BCC email recipients are added for tracking in your CRM.
- Email signatures with embedded images.
- Configure protection to meet the needs of your organization (see instructions).
Troubleshooting and Support Familiarization
Inform your IT support team of the following.- The steps to take if users are blocked from sending email (see instructions).
- Requesting full access to our knowledge base (see documentation).
- Contacting support.
Deploying the Add-in
- If any of your users are behind a firewall, please allowlist the domains listed here.
- Determine which manifest flavor(s) you will deploy (see documentation).
- Determine which manifest distribution(s) you will deploy, and when (see documentation).
- Determine which deployment method(s) you will use, and in which phase (see documentation).
- Determine your deployment schedule (see documentation).
- Configure Entra ID groups to manage users (see documentation).
- Deploy the add-in (see documentation).
- Communicate instructions on how to use the add-in to users (see sample).
Reviewing Performance
- Review the detailed logs by navigating to Admin Dashboard > Logs (tenant-specific links).
- Adjust protection configuration as needed (see documentation).