Prerequisites for Microsoft 365
To populate the Microsoft 365 pages in SAM Core with data, you need inventory sources. To get accurate statistics and insights, you must add cost periods and link users.
Description
To populate the Microsoft 365 pages with data, you need inventory sources. To get accurate statistics and insights, you must add cost periods and link users.
Add inventory sources
To get information on subscriptions, users, applications, and activity into the Microsoft 365 pages, you need inventory sources.
Snow Integration Connector for Microsoft 365
The connector imports information on subscription plans and some user activity from the Microsoft 365 portal. See Snow Integration Connector for Microsoft 365 for more information and configuration.
Note
You are recommended to schedule data aggregations for the Microsoft 365 connector every 24 hours, to get the latest activity data from the Microsoft 365 portal. Aggregations more often than on a daily basis adds minimal benefit, since the Snow Inventory Agent, which also provides activity from on-premises inventory sources, is scanned on a daily basis in most cases.
Manual aggregations should only be done when necessary, for example, due to changes within the portal itself.
Snow Inventory Agents
The agents provide inventory of devices and Microsoft 365 on-premises applications as well as user activity in those applications. See the links below for more information:
Cloud Application Metering
The browser extensions collect cloud application use and user activity. See Cloud application metering for more information.
Add cost periods and link users
To get accurate statistics and insights in the Microsoft 365 pages, cost periods must be added manually and Microsoft 365 users linked to Snow inventoried users.
Add cost periods
Information imported from the Microsoft 365 portal only contains the total number of subscriptions and the number of subscriptions that have been assigned to users. There is no information about the costs for the Microsoft 365 subscriptions in the portal, so the cost periods must be added manually.
See Manage cost periods in Microsoft 365 for information on how to add, edit, and delete cost periods on the Cost page.
Link users
To automatically detect license coverage of applications, users gathered from the inventory sources and the Microsoft 365 portal users must be linked. The usage of on-premises applications can then be connected to the corresponding user and subscription plan.
Manual linking and unlinking is done on the Link users page. See Manage user linking in Microsoft 365 for more information on how to set up automatic linking, manually link users, and unlink users.