Install the Supervision add-in for Outlook desktop

Created by Vivek Dhingra, Modified on Fri, 26 Jul, 2019 at 4:41 PM by Shashank Gupta

Install the Supervision add-in for Outlook desktop

To review communications identified by a supervision policy, reviewers use the Supervision add-in for Outlook and Outlook web app. The add-in is installed automatically in Outlook web app for all reviewers you specified in the policy. However, reviewers must run through some steps to install it in the desktop version of Outlook.

Note: Using supervision policies requires an Office 365 E5 subscription for your organization. If you don't have that plan and want to try supervision, you can sign up for a trial of Office 365 Enterprise E5.

Step 1: Copy the address for the supervision mailbox

To install the add-in for Outlook desktop, you'll need the address for the supervision mailbox that was created as part of the supervision policy setup.

To find the supervision mailbox address

Sign into the Security & Compliance Center using credentials for an admin account in your Office 365 organization.

Go to Data governance > Supervision.

Click the supervision policy that's gathering the communications you want to review.

In the policy details flyout, under Supervision mailbox, copy the address.

Step 2: Configure the supervision mailbox for Outlook desktop access

Next, reviewers will need to run a couple Exchange Online PowerShell commands so they can connect Outlook to the supervision mailbox.

Connect to Exchange Online PowerShell.

(Exchange Online PowerShell allows you to manage your Exchange Online settings from the command line. You use Windows PowerShell on your local computer to create a remote PowerShell session to Exchange Online. It's a simple three-step process where you enter your Office 365 credentials, provide the required connection settings, and then import the Exchange Online cmdlets into your local Windows PowerShell session so that you can use them)

Set-ExecutionPolicy -ExecutionPolicy RemoteSigned

$UserCredential = Get-Credential

$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection

Import-PSSession $Session

Run the following commands in owerShell

Add-MailboxPermission "SupervisoryReview{GUID}@domain.onmicrosoft.com" -User <alias or email address of the account that has reviewer permissions to the supervision mailbox> -AccessRights FullAccess

Set-Mailbox "<SupervisoryReview{GUID}@domain.onmicrosoft.com>" -HiddenFromAddressListsEnabled: $false

Note: Where SupervisoryReview{GUID}@domain.onmicrosoft.com is the address you copied in Step 1 above, and User is the name of the reviewer who will be connecting to the supervision mailbox in the next step.

Wait at least an hour before moving on to Step 3 below.

Step 3: Create an Outlook profile to connect to the supervision mailbox

For the final step, reviewers will need to create an Outlook profile to connect to the supervision mailbox.

Open the Control Panel, and in the Search box at the top of the window, type Mail .
Open the Mail app.
In Mail Setup - Outlook, click Show Profiles.

In Mail, click Add. Then, in New Profile, enter a name for the supervision mailbox (such as Supervision).
In Connect Outlook to Office 365, click Connect to a different account.
In Auto Account Setup, choose Manual setup or additional server types, and then click Next.In Choose Your Account Type, choose Office 365. Then, in the Email Address box, enter the address of the supervision mailbox you copied previously.
When prompted, enter your Office 365 credentials.
If successful, you'll see the Supervision - <policy name> folder listed in the Folder List view in Outlook.