Getting started
Once you've connected to your tenant by creating a Standard or Advanced session, you're ready to use sapio365!
If your Microsoft 365 tenant is hybrid and you need to work with data in your local Active Directory (AD), make sure that sapio365 is connected to your local AD.
If you have a National Cloud Deployment (GCC High or DoD), you’ll need to do a few additional steps to connect sapio365 to your tenant. Learn more on this page.
The main window of sapio365 is your starting point. Learn more about it here.
3 concepts
To use sapio365, you must understand 3 major concepts:
1 - Choose what you want to load
sapio365 first retrieves general properties. Sometimes, there are more properties that require you to click “Load more” on selected entries. For example, loading MFA or OneDrive information on a selection of users. This allows you to limit processing time when all you need is basic information.
2 - Organize your data with filters, groupings and other grid tools
Once you have loaded your data, you can isolate entries by sorting or filtering on the properties. Grouping entries by properties can help you identify outliers or it can give you an overall summary of the data. Your custom view can be saved, and it can even be automatically exported and emailed on a recurrent basis.
3 - Preview changes before saving them
Any changes you apply to sapio365 grid are first displayed as a preview. This lets you review and validate changes before saving them.
Changes are automatically saved when running certain automated jobs
When you run or schedule automated tasks that make updates (pen icon
), be aware that some jobs save changes automatically (example the “OFFBOARDING USERS” job). We recommend to try these jobs on test accounts first.
Example: managing users
1 - See everything in one place
Let's start by looking at your list of user accounts by clicking on 'All users' as shown in the image below. Learn more about what's available to manage users here.
You'll see:
All your user accounts with a few properties represented by columns that you can show or hide in the grid.
Buttons in the Manage tab of the ribbon that let you make changes or retrieve content or relationships based on the entries that you select, in this case users.
Automated reports or tasks on the left that can be executed based on a selection of users or for the whole tenant.
Next, here's an example on how to export a report of users who are blocked from signing into Microsoft 365.
2 - Organize your data or create a custom view
The other tabs in the ribbon, highlighted in yellow in the image below, let you organize your data the way you want before exporting for a quick report, for analyzing your data further or for making changes to a select group of users. Learn more about customizing your data here.
In the image below, a filter on the property 'Sign-in Status' will be applied to only show users who are blocked from signing in:
Click on a cell in the column to filter to bring it into focus. Its title will be blue.
Go to the Sort/Filter tab and click on Values to uncheck 'Allowed' value to filter out entries from the column in focus.
Apply a filter by right-clicking a column header
Optionally, you can apply filters, group, format or sort a column’s values from the right-click menu.
Export your report
A selected entry row in a sapio365 FlexyView grid can be copied with the standard CTRL+C shortcut or it can be exported.
Once you've organized your data, go to the Global tab and click on 'Export'.
To export all rows, uncheck the option “Selected rows only”. You can decide to omit technical columns (system) from your report.
Finally, here’s how you can confidently make bulk changes by previewing changes.
3 - Preview changes before saving them
Once you've organized your data, you may find something that needs to be changed.
For example, you want to reactivate some accounts by allowing them to sign in.
Select the accounts using Shift or CTRL.
Go to Manage tab and click 'Edit'.
Click on the pencil icon to change the value, and apply.
Important
Clicking 'Apply' will only show your changes in the grid as a preview. You can commit the changes in the grid by clicking the Save button.
Explore
Get more details on how to: