Configuration: Configure communication channels

Cayosoft Guardian allows the configuration of notification channels to get notifications and alerts about performed object changes via SMTP, Exchange Online, and Microsoft Teams.

NOTE: To use notification channels, you must apply for a Microsoft 365 license to an Microsoft 365 connection account with assigned Microsoft Teams and Exchange online options.

Adding Teams Connector

To add a Teams communication channel:

1. In Cayosoft Guardian, navigate to Configuration > Communication Channels.

2.  

3. Enter the following:

   • Name * – The display name for the Teams connector.

   • Description – Enter the description of the connector.

   • Default Team * – Specifies the default Microsoft Teams team to use (e.g., "General").

   • Default Channel * – Specifies the default channel within the selected team (e.g., "General").

   • Tenant – The Microsoft 365 tenant identifier (e.g., example.onmicrosoft.com).

   • Mention team – Mention (@team) in notifications.

   • Mention channel – Mention (@channel) in notifications.

Adding Exchange Online connector

1. In Cayosoft Guardian, navigate to Configuration > Communication Channels.

2. Select Exchange Online Communication Chanel.

   • Name * – A display name for the connector.

   • Description – An optional field to provide details about the connector’s purpose.

   • Sender * – The email address that will be used as the sender. This should be connected to your tenant.

   • Recipients – The list of email addresses from the To field that will receive notifications.

   • CC Recipients - The list of email addresses from the CC field that will receive notifications.

   • BCC Recipients - The list of email addresses (a copy of the email but conceals their email address from all other recipients) from the BCC field that will receive notifications.
     

3. Click Create.

Adding SMTP connector

1. In Cayosoft Guardian, navigate to Configuration > Communication Channels.

2. Click +Add and select SMTP connector from the dropdown list.

3. Enter the following:

• Name * – The display name for the SMTP connector.

• Description – An optional text field for describing the purpose of the connector.

• Mail Server * – The SMTP server address (e.g., smtp.office365.com).

• Mail Server Port – The port number for the SMTP server (e.g., 587 for SSL).

• Send Timeout – The duration (in seconds) to wait before sending an email (e.g., 3).

• Encrypted Connection (SSL) – Enable SSL encryption.

• Credentials:

• Account Name * – The email address used for authentication which should be added to the managed system.

• Password – The corresponding password for authentication.

• Type * – The authentication type (e.g., Generic).

• Sender * – The email address that will appear as the sender. This should be connected to your tenant.

• Recipients – The list of email addresses from the To field that will receive notifications.

• CC Recipients - The list of email addresses from the CC field that will receive notifications.

• BCC Recipients - The list of email addresses (a copy of the email but conceals their email address from all other recipients) from the BCC field that will receive notifications.
  
  

4. Click Create.

5. Click the edit icon next to Credentials to configure credentials.

6. To add new credentials, click +Add and select either Token or Password credentials.

7. To add Token credential, enter the following and click Create:

   • Account Name * – The account name for the token credential.

   • Refresh Token – The refresh token, which is used for renewing authentication without requiring user interaction.

   • Type * – The type of token credential.

8. To add Password credential, enter the following and click Create.

   • Account Name * – The email address used for authentication.

   • Password – The corresponding password for authentication.

   • Type * – The authentication type (e.g., Generic).

Configuring connectors

After creating the connector:

1. Click Test to check the configuration. When the connector is configured, the checkbox will be enabled and inactive.

2. Click Disable to disable the configured connector.

3. Set it as mail default by clicking the corresponding action.

4. After adding the credentials, you can perform the following:

   • Search – Use the search bar to find specific credentials by account name or type.

   • Refresh – Reload the credentials list to display the most recent updates.

   • Add – Add new credentials if necessary for authentication.

   • Properties – View and edit the properties of the selected credential, such as updating passwords or modifying settings.

   • General – General details about the connector, such as its name, description, and configuration settings.

   • Connected Systems - The systems or services the connector interacts with.

   • Health Check History - Logs of past health check results.

   • Delete – Remove credentials that are no longer needed.

   • Select a Credential – Choose the appropriate credential to associate with a communication channel or service.

To rename the connector:

1. Click the edit icon next to the connector name.

2. Enter a name.

3. Enter the description.

4. Click Yes to apply the change or No.