Introduction

About This Administrator Manual

This manual describes what administrators must do before starting to use the 365 Alert Outlook Add-in service, as well as the tools that administrators use.

About the Tools

The tools used with the 365 Alert Outlook Add-in service are as follows.
This manual explains the Admin Outlook Add-in and the Settings Distribution Tool. For the User Outlook Add-in, refer to the user manual.

Type	Purpose
Admin Outlook Add-in	A tool that runs as an Outlook add-in and creates and manages settings information. For details, refer to here.
Settings Distribution Tool	A GUI tool that runs on Windows and distributes to users the settings information files created and exported with the Admin Outlook Add-in. For details, refer to here.
User Outlook Add-in	A tool for preventing email misdelivery. It runs as an Outlook add-in and, when a message matches predefined conditions at send time, displays a pop-up (the Send Alert screen) prompting the user to recheck the email content.

About Settings Information

Settings information is a collection of the General Settings, Rules, Policies, and Internal Domains that control the behavior of the User Outlook Add-in.

Types of Settings Information

There are three types of settings information.

Type	Description
Tenant Settings	Settings information applied to all users belonging to the tenant. The administrator creates it using the Admin Outlook Add-in and distributes it to users.
Group Settings	Settings information applied to all users belonging to a group. The administrator creates it using the Admin Outlook Add-in and distributes it to users.
User Settings	Settings information applied to each individual user. Users edit it themselves using the User Outlook Add-in. The administrator can also use the Admin Outlook Add-in to create the initial settings for when the Outlook Add-in is first used, and distribute them to users as recommended settings. ※ When distributing recommended settings to users, distribution must be completed before the first launch of the User Outlook Add-in. Please note that settings information distributed after the first launch will not be applied. If you want it to be applied after the first launch, the user must perform a settings reset in the User Outlook Add-in.

Priority of Settings Information

The priority among settings information is as follows.

Tenant Settings > Group Settings > User Settings

When settings of multiple types of settings information exist for the same setting, the following applies.

Setting	Description
General Settings	The setting of the higher-priority settings information takes precedence. ※ General Settings cannot be configured in User Settings.
Rule	Rules from all types of settings information are applied. For rule settings, the higher-priority settings information takes precedence.
Policy	For the policy that is applied, refer to here.
Internal Domain	Internal domains and excluded addresses from all types of settings information are applied.

tip

In the General Settings of Tenant Settings, you can disable group and user features (Rules, Policies, Internal Domains).
In the General Settings of Group Settings, you can disable user features (Rules, Policies, Internal Domains).
For details, refer to here.

How to Distribute Settings Information

Settings information must be distributed to users and applied to the User Outlook Add-in.

The procedure is as follows.

1. Register an app in the Microsoft Entra admin center so that the Settings Distribution Tool can call the Microsoft Graph API. For the procedure, refer to here.
2. Using the Admin Outlook Add-in, create the necessary settings information (Tenant Settings, Group Settings, User Settings) and export it as files.
3. Using the Settings Distribution Tool, distribute the files exported in step 2 to the target users. For the procedure, refer to here.

Distribution Patterns for Settings Information

When distributing settings information to users, the following distribution patterns are possible depending on how each organization uses the service.

#	Pattern	Settings information to distribute to users
1	Using Tenant Settings only	Distribute "Tenant Settings with Group rules, Group policies, Group internal domains, User rules, User policies, and User internal domains disabled".
2	Using Group Settings only	Distribute "Group Settings with User rules, User policies, and User internal domains disabled".
3	Using User Settings only	No distribution of settings information is required.
4	Using User Settings only, and want to distribute the initial User Settings	Distribute "User Settings".
5	Using Tenant Settings and Group Settings only	Distribute "Tenant Settings with User rules, User policies, and User internal domains disabled" and "Group Settings".
6	Using Tenant Settings and User Settings only	Distribute "Tenant Settings".
7	Using Tenant Settings and User Settings only, and want to distribute the initial User Settings	Distribute "Tenant Settings" and "User Settings".
8	Using Group Settings and User Settings only	Distribute "Group Settings".
9	Using Group Settings and User Settings only, and want to distribute the initial User Settings	Distribute "Group Settings" and "User Settings".
10	Using Tenant Settings, Group Settings, and User Settings	Distribute "Tenant Settings" and "Group Settings".
11	Using Tenant Settings, Group Settings, and User Settings, and want to distribute the initial User Settings	Distribute "Tenant Settings", "Group Settings", and "User Settings".