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Office 365 Users | Enforce License rule (deprecated)

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Rule description

Important: License assignment rules created before the 9.1.0 release make use of APIs that Microsoft is retiring on August 26, 2022. These rules must be migrated to their corresponding new versions before this time or the functionality will stop working.  Deprecated rules can be deleted after migration. Please see this article for details: Deprecated Rules.

This rule queries Office 365 and for each user that satisfies specific criteria assigns the selected Office 365 license plans and options.

It is possible to use Ignore option to completely exclude the license plan from the rule. In this case, this licensing plan and its options will be ignored by the rule. If a user already has assigned options from this plan, these options will be preserved. If a user doesn't have the options from this plan, these options won't be assigned.

 

When to use this rule

These are some typical license assignment scenarios, supplied with recommendations on an optimal configuration for the rule settings:

  1. Assign Office 365 license to a newly created Office 365 user accounts that have not been licensed:

    1. Set the Only users who are not assigned a license setting to Yes to enforce licenses only to unlicensed users.
    2. Set the Account status setting to Show enabled only to exclude Office 365 disabled user accounts.
    3. For the License options setting, select the plan to be assigned and configure its option.
  2. Ensure that all users in the scope have specific license plans and options assigned, and other conflicting plans revoked:
    1. Set Only users who are not assigned a license setting to No.
    2. Set the Account status setting to Show enabled only to exclude Office 365 disabled user accounts.
    3. For the License options setting, select the plan to be assigned and configure its options. Set Revoke setting for conflicting plans. Set Ignore setting for all the other plans.

  3. Add or remove license plan or option in bulk, to all users in the specified scope:

    1. Set Only users who are not assigned a license setting to No.
    2. Set the Account status setting to Show enabled only to exclude Office 365 disabled user accounts.
    3. For the License options setting, select the plan or option to be assigned. Set Ignore setting for all the other plans.

Rule configuration:

  1. Query section: limit the query scope and set the query criteria

  2. Action section: specify license plans and options to enforce Office 365 users. Set Assign or Revoke next to license plans and options.  

  3. Select Ignore option next to the plans you want to exclude from the rule execution and preserve its current assignment state on users.

Rule Settings

Query Section

Setting name Description

General Settings

  

Account Status

Select user account status: enabled, disabled or both.

Filter

To hide unwanted data returned by the query, select the filtering conditions.

Only users who are not assigned a license

It is possible to select whether to run the rule for all users or only for those who don't have a license. 

Query Filters

  

Display Name/E-mail starts with

Specify the first letters of Name or Email attributes.

Filter by Title

Filter by Department

Filter by City

Filter by State

Filter by Country

Filter by Usage Location

Specify the value of corresponding attributes.

 

More options

  

Properties to Display

To display additional Office 365 properties for each object found by the query, add those properties to the list. 

Sort by

Sort result objects list.

Limit query for Office 365

 

The maximum number of users returned from Office 365 by default is 2000. 

Tip: It is possible to change the default value in Microsoft Office 365 extension settings.  

Stop rule if tenant licensing change detected

 

It is recommended to stop the rule execution if a tenant licensing change is discovered.

Tip: If licensing change is detected, you should click Update License in Microsoft Office 365 extension. For details, see KB20181017-1.

Stop rule if errors exceed

 

Too many errors may indicate rule misconfiguration or problems with connectivity.

Set this value to some integer value, indicating the number of occurred errors, when the rule execution should stop. 

 

Action Section

Setting name Description

License options

Select which Microsoft Office 365 license plans and options to assign or revoke to Office 365 user accounts.

Tip: You could use Ignore option to exclude the plan from the rule entirely. In this case, this plan and its options won't be taken into consideration at all. Those users that have this plan and options assigned would preserve the plan and options. Those users that don't have this license plan and options assigned would preserve that state. 

License update order

Select a method to assign selected license plans and options:

  1. Revoke Previous then Assign New.
  2. Assign New then Revoke Old - this setting is deprecated
  3. Revoke Previous then Assign New (Restore delegation) - this setting is used for Office 365 mailboxes only. 
Note: In most cases Revoke Previous then Assign New option should be used. Please contact Cayosoft support before changing the default value.

Enforce license precedence (Advanced)

For details, see KB20181026-1.

 

 

Output Section

This section defines the output format of this rule.

To get more information about this section, please see the Output section article.

 

Enforce/Schedule section

This section defines the schedule for how often to run the rule.

To get more information about this section, please see the Enforce/Schedule section article. 

 

 Change History

Version Notes
5.4.0 The rule is optimized and updated, and new License options control added.

 

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