Microsoft 365 plugin

For more information about what this plugin does and the data streams it retrieves, see:

Analyze and report on your Microsoft 365 usage.

Adding a data source

To add a data source click on the + next to Data Sources on the left-hand menu in SquaredUp. Search for the data source and click on it to open the Configure data source page.

Before you start

The Microsoft 365 plugin is a "hybrid" plugin, meaning it is available in SquaredUp as both a cloud and an on-prem plugin.

Use the cloud plugin if your API is available on the internet. You do not need to configure a relay agent.
Use the on-prem plugin to access an API on your internal network. You will need to configure a relay agent before you configure the Microsoft 365 on-prem plugin.
An on-prem data source uses a relay agent to connect SquaredUp to a data source running on your internal network.
A relay agent is installed on a server on your internal network, and has access to your data source.
Using a relay agent means that you don't need to open your firewall to allow access.

If you are adding a plugin marked as On-Prem, you will need a relay agent that can access the server hosting your on-prem data source. You do not need a relay agent for cloud plugins.

If you have already created a relay agent in SquaredUp that can access this data source, then you can skip this step and choose the agent group you want to use while Configuring the data source.

You can install an agent on either Windows or Linux:

When configuring the data source, the plugin's connection to Microsoft 365 can be authenticated by either manually entering the client credentials of your Microsoft account or by via Microsoft Entra ID and logging in with your Microsoft account.

While authentication via Microsoft Entra ID is encouraged, if you must authenticate using client credentials, first follow the steps in Configuring App Registration for the Microsoft 365 Plugin.

Configuring the data source

Display name:
Enter a name for your data source. This helps you to identify this data source in the list of your data sources.
Agent group:
Select the Agent Group that contains the agent(s) you want to use.
Add Intune Support:
Select to enable the Microsoft Intune extension for this plugin, allowing you to monitor device compliance managed by Intune.
If you select this option, you can optionally select the Import User Objects check box to import additional user data.
Authentication Type:
Select how the plugin authenticates with Microsoft 365. Choose from:
- Microsoft Entra ID: Click the Sign in with Microsoft button that appears. You are redirected to the Microsoft authentication client. After signing in with your Microsoft account you are redirected back to the plugin configuration page in SquaredUp.
- Client Credentials: Manually specify your client credentials. You must complete the following fields using the credentials you noted when Configuring App Registration for the Microsoft 365 Plugin:
  - Directory (Tenant) ID
  - Application (Client) ID
  - Client Secret
(Optional) Restrict access to this data source:
You can enable this option if you only want certain users or groups to have access to the data source, or the permission to link it to new workspaces. See data source access control for more information.
Install dashboards:
Select whether you would like to install pre-built dashboards and perspectives with the data source. By default, this is set to on.
Currently all the available pre-built dashboards require Microsoft Intune support to function. Installing dashboards without adding Intune support will still add them, however they will not display any data.
Click Test and add to validate the data source configuration. SquaredUp will now attempt to connect to SquaredUp using the provided authentication method.
- Testing passed – a success message will be displayed and then the configuration will be saved.
- Testing passed with warnings – warnings will be listed and potential fixes suggested. You can still use the data source with warnings. Select Save with warnings if you believe that you can still use the data source as required with the warnings listed. Alternatively, address the issues listed and then select Rerun tests to validate the data source configuration again. If the validation now passes, click Save.
- Testing Failed – errors will be listed and potential fixes suggested. You cannot use the data source with errors. You are able to select Save with errors if you believe that a system outside of SquaredUp is causing the error that you need to fix. Alternatively, address the issues listed and then select Rerun tests to validate the data source configuration again. If the validation now passes, click Save.
You can edit any data source configurations at any time from Settings > Data Sources.

Next Steps

Once you have successfully connected to data source, you can start exploring your imported objects and using your data streams to create data tiles on your dashboards.

If you chose to install pre-built dashboards when configuring the data source, now is a great time to take a look at those and how you can visualize your data.

Dashboards

Currently all the available pre-built dashboards require Microsoft Intune support to function. Installing dashboards without adding Intune support will still add them, however they will not display any data.

The following pre-built dashboards can be installed with this plugin:

Intune:
- Managed device compliance overview
- Perspectives:
  - Compliance Policy Status
  - Configuration Policy Status
  - Device Compliance and Configuration Status
M365 Usage:
- Licence Usage
- Activations
- Groups
- Outlook Usage
- OneDrive Usage
- SharePoint Usage
- Copilot Usage
- Teams Usage

Graph imported objects

Microsoft Intune imported objects

The following objects are imported if you have selected to Add Intune Support during plugin configuration.

Object	Description
Compliance Policies	Contains data about each of the compliance policies returned from the connected MS Intune instance.
Configuration Policies	Contains data about each of the configuration policies returned from the connected MS Intune instance.
Managed Devices	Contains data about each of the devices managed by the connected MS Intune instance.

Data streams

Microsoft Intune data streams

The following data streams are installed if you have selected to Add Intune Support during plugin configuration.

Data stream	Description
Compliance Policy Device Status	Scopes to a `Compliance Policy` and returns device status records pertinent to that policy.
Compliance Policy Overview	Scopes to a `Compliance Policy` and returns summary counts of devices in various states.
Compliance Policy Status by Device	Scopes to a `Device` and returns device status records for compliance policies pertinent to that device.
Compliance Policy Summary	Returns a summary of non-compliant devices.
Configuration Policy Device Status	Scopes to a `Configuration Policy` and returns device status records pertinent to that policy.
Configuration Policy Overview	Scopes to a `Configuration Policy` and returns summary counts of devices in various states.
Configuration Policy Status by Device	Scopes to a `Device` and returns device status records for configuration policies pertinent to that device.
Configuration Policy Summary	Returns a summary configuration policy failures.
Managed Device Properties	Scopes to a `Device` and returns current property values for the selected Managed Device object(s).
Managed Devices by Compliance State	Returns managed devices in the required compliance state(s).

M365 data streams

The following data streams return information about your Microsoft 365 apps and users.

Data stream	Description
M365 Copilot: Active Users	Gets the most recent activity dates for enabled users of Microsoft 365 Copilot apps.
M365: Copilot: Enabled vs Active Users Trend	Get the trend in the daily numbers of active and enabled users of Microsoft 365 Copilot for a specific time period.
M365: Active Files	Get the total number of files and how many of them were active across all group sites associated with a Microsoft 365 group.
M365 Groups: Active Groups	Get the total daily number of groups and how many of them were active based on email conversations, yammer posts and SharePoint file activities.
M365 Groups: Activities Across Workloads	Get the number of emails received across group workloads.
M365 Groups: Details	Get details about Microsoft 365 groups activity, by group, such as the number of members, external members and storage used.
M365 Groups: Storage Used	Get the total storage used across all group mailboxes and group sites.
M365 Groups: Activated User Details	Get details about users who have a activated a Microsoft 365 subscription.
M365 Groups: Activations	Get the count of Microsoft 365 activation on desktop and mobile.
M365: Active Users by Platform	Get the number of active users across all apps for each platform (Windows, Mac, web and mobile) in your organization.
M365: Active Users Per App	Get the number of active users for each of the apps (Outlook, Excel, Word, PowerPoint, OneNote, Teams) in your organization.
M365: Active/Inactive Users by Service	Get the count of active users by activity type and service.
M365: Apps Usage by Users	Get details about which Microsoft 365 apps and platforms have been sued.
M365: Daily Active Users by Service	Get the count of daily active users in the reporting period by service.
M365: Service License Allocation	Get details about Microsoft 365 service allocation and last user activity.
M365: Subscriptions Assigned vs Activated	Get the count of users that are enabled and those that have activated the Office subscription on desktop devises or shared computers.

OneDrive data streams

The following data streams return information about your OneDrive users and usage.

Data stream	Description
OneDrive: Active Files	Get the total number of files across all sites and how many files are active files. A file is considered active if it has been saved, synced, modified or shared within a given time period.
OneDrive: Active Sites	Get the trend in the number of active OneDrive for business sites. A site is considered active if users have viewed, modified, uploaded, downloaded, shared or synced files in a given time frame.
OneDrive: Active Users	Get the trend in the number of active OneDrive users
OneDrive: File Interactions by Users	Get the number if unique licensed users that performed file interactions against any OneDrive account.
OneDrive: Storage Used	Get the trend in the amount of storage you're using in OneDrive for Business.
OneDrive: User Activities	Get details about OneDrive activity by users such as the number of files viewed, edited, synced or shared internally or externally.

SharePoint data streams

The following data streams return information about your SharePoint users and usage.

Data stream	Description
SharePoint: Active Files	Get the total number of files across all sites and the number of active files. A file (user or system) is considered active if been saves, synced, modified or shared within a specific time period.
SharePoint: Active Sites	Get the trend of total and active site count during the reporting period.
SharePoint: All Pages Viewed	Get the number of pages viewed across all sites.
SharePoint: File Interactions by Users	Get the number of unique, licensed users who interacted with the files stored on SharePoint sites.
SharePoint: Site Usage	Get SharePoint site usage, such as file counts, storage and activity.
SharePoint: Storage Used	Get the trend of storage allocated and consumed during the reporting period.
SharePoint: Unique Pages Viewed	Get the number of unique pages visited by users.
SharePoint: User Activities	Get the trend in the number of active users. A user is considered active if they have executed a file activity (save, sync, modify or share) or visited a page within the specific time period.
SharePoint: User Activity Details	Get the details of SharePoint activity by user such as the number of files viewed, edited, synced or shared (internally or externally).

Teams data streams

The following data streams return information about your Teams users and usage.

Data stream	Description
Teams: Device Usage	Get information about which device type users have used.
Teams: Team Activities	Get the number of all team activities such as meetings and messages across a specific time period.
Teams: Team Activity Details	Get details about activities about teams containing both licensed and unlicensed users.
Teams: Teams by Type	Get the number of teams of a particular type (public or private).
Teams: User Activities	Get the total number of users who had chats, calls, meetings etc. over a specific time period.
Teams: User Activity Details	Get details about all activities by all users, such as assigned calls, meetings, screen share duration etc.
Teams: User Activity Types	Get the total number of chats, calls, meetings etc. over a specific time period.
Teams: User Devices	Get the details about devices used (Windows, Linus, Mac etc.) by all users.

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