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Cloud App Security protects the following services:
  • Microsoft 365 services, including Exchange Online, SharePoint Online, OneDrive, and Microsoft Teams
  • Google Workspace, including Google Drive and Gmail
  • Cloud storage applications, including Box and Dropbox
  • CRM platform, which is Salesforce
Cloud App Security requires service accounts to integrate with those applications and services that it protects. The service accounts can be categorized as:
  • Delegate accounts to integrate with Exchange Online, SharePoint Online, and OneDrive
  • Authorized accounts to integrate with Exchange Online, SharePoint Online, OneDrive, Microsoft Teams (Teams and Chat), Box, Dropbox, Google Drive, Gmail, and Salesforce
In Cloud App Security, go to Administration → Service Account, click Add, hover over the organization for which you need to grant access to services, and select a service from the list that appears on the right side.
Note
Note
If you have granted Cloud App Security access to a service in the organization, Cloud App Security grays it out on the list to prevent it from being selected again.
After you have granted Cloud App Security access to Microsoft 365 services for an organization, you can view the name of the Microsoft tenant associated with the organization.
Note
Note
If you have Trend Vision One, when you add a tenant in Trend Vision One → Third Party Integration → Microsoft Entra ID, Cloud App Security automatically associates the tenant with an organization with no service to which Cloud App Security has been granted access. If there is no such organization, Cloud App Security creates an organization and associates it with the tenant.
Related information

Re-creating an access token for Microsoft 365 services and Gmail

If the access token becomes invalid for any reason or you need to refresh the existing token, re-create an access token to continue using the service account.
The following procedure uses Exchange Online as an example to outline how to re-create an access token in the management console.
Note
Note
  • For Gmail and Gmail (Inline Mode), provide an administrator account in the same domain as the one used during access grant to ensure successful re-creation of the access token.

Procedure

  1. Click Recreate Access Token under Status of the Exchange Online service account.
  2. On the Recreate Access Token for Exchange Online Service Account screen that appears, click Grant Permission, specify your Microsoft 365 Global Administrator credentials to sign in if prompted, and then click Accept on the screen that appears.
  3. Go back to the management console as instructed and verify that a checkmark icon appears for the step, indicating that the access token and the service account are valid.
  4. Click Close.

Re-creating an access token for Box, Dropbox, and Google Drive

If the access token becomes invalid for any reason or you need to refresh the existing token, re-create an access token to continue using the service account.
The following procedure uses Box as an example to outline how to re-create an access token in the management console.

Procedure

  1. Click Recreate Access Token under Status of the Box service account.
  2. In the Recreate Access Token for Box Service Account screen that appears, select to use the current Box administrator or a different Box administrator.
    Important
    Important
    It is highly recommended to select the current administrator used for creating the Box service account. Changing administrators may result in the inability to access and recover files quarantined in the current administrator's quarantine folder, potentially leading to data loss.
  3. If you need to use a different administrator, decide how you want to handle the existing quarantined files:
    • By the current administrator: Restore or delete all these files before granting permission in the screen.
    • By the new administrator: Perform the following steps to transfer these files from the current administrator’s quarantine folder to the new administrator’s folder:
      1. Sign in to the Box admin console as the current administrator.
      2. Access the root directory, locate the quarantine folder trendmicro_cas_quarantine__dont_change_or_delete, rename the folder, and share it with the new administrator.
      3. Locate the temporary folder trendmicro_cas_temp__dont_change_or_delete, ensure that there are no files in the folder, and then unshare and delete the folder from the root directory.
        Note
        Note
        If there are files in the temporary folder, use the Move function to transfer the files to the renamed quarantine folder first.
      4. Sign in to the Box admin console as the new administrator.
      5. Navigate to the shared folder and use the Move function to transfer all quarantined files to the new administrator's quarantine folder trendmicro_cas_quarantine__dont_change_or_delete, which is under the root directory. This ensures the preservation of file integrity and maintains their accessibility.
        Note
        Note
        If you cannot find the folder with the specified name, create it manually.
  4. Go back to the management console and open the Recreate Access Token for Box Service Account screen.
  5. Click Grant Permission, specify your Box administrator credentials to sign in if prompted, and then click Accept in the screen that appears.
  6. Go back to the management console as instructed and verify that a checkmark icon appears for the step, indicating that the access token and the service account are valid.
  7. Click Close.