Step 5: Copy SafeSend Web Add-in v5.5 or below Settings to SafeSend 6.0+

In the SafeSend 6.0 web console, you'll see options to configure your desired policies, rules, and user assignments. 

To migrate your existing settings:

1. Open your old App Service in Microsoft Azure in a new browser tab
2. Open Settings > Environment Variables

Now you're going to copy the environment variable values from your old App Service and paste them into the new SafeSend web console. Find complete details on SafeSend policies by reading Web Add-in v6.0+ Policies.

3. In the new SafeSend web console, under Manage, select Policies
4. Click + Add Policy in the top right corner
5. Add a descriptive name and click Save
6. Click on the name of your newly created policy to open it and locate the following environment variables: 
   • Safe Domains: click General > Add Safe Domain
     • Enter one safe domain or email address per line
   • General Settings: Under the Settings tab, there are options to toggle certain features on or off; refer to the Web Add-in Settings Reference for a description and valid options for each setting
     • enableplatform value: Still within your policy configuration, select Settings, then search the word enable
       • You should see Enable for Mac, Enable for PC, Enable for Web under Advanced; toggle the correction option(s) on as is necessary
   • DLP: Click the DLP tab from the top navigation menu, then click the + to create a new ruleset to add content scanning and client/keyword domain rules

     

     • To edit your newly created DLP ruleset and add your existing configuration:
       1. In the Not Linked list, select your ruleset
       2. Click the name of your ruleset on the main part of the screen to open the configuration rules
       3. Under Content Scanning Rules, click +Add Rule, then copy/paste your Content Scanning Rules as desired
       4. Under Client/Keyword Domain Rules, click +Add Rule, then copy/paste your Client/Keyword Domain Rules as desired
       5. Assign the DLP ruleset to your policy by selecting the policy from the Not Linked column and dragging it over to the Linked column 
       6. Click Save
     • To read more about Data Loss Prevention, visit Web Add-in: Data Loss Prevention 
   • Forbidden Recipients: Click Forbidden and type one email address or domain per line; you can also toggle Block Distribution Lists on or off
     • To read more about Forbidden Recipients, visit Web Add-in Forbidden Lists and Recipients

Assign Users to Policy

1. Click Assignments in the left side menu, then the +Add Assignment button
2. Name your assignment, then choose a policy from the dropdown menu
3. To assign specific users or groups to the chosen policy, click Add Users and/or Add Groups
4. Click Save

Add your Logo

1. Under Settings, click Edit Logo
   1. Image size must be no larger than 155x40
   2. Image type must be .png file type
   3. Images with transparent backgrounds are recommended so that your logo matches the rest of SafeSend
2. Upload your logo
3. Click Apply

Since we're in already on the Settings page, let's move on to deploying the manifest. 

Step 5: Copy SafeSend PC Add-in v5.5 or below Settings to SafeSend 6.0+

In the SafeSend 6.0 web console, you'll see options to configure your desired policies, rules, and user assignments. To migrate your existing settings:

1. Open the settings.json file from SafeSend PC add-in in a text editor
2. Create a new policy in the SafeSend web console by selecting Policies > Create; find complete details for how to configure SafeSend policies by reading Web Add-in v6.0+ Policies
3. Copy the environment variable values from the settings.json file and paste them into the new SafeSend policy
   1. To add a safe domain, click General > Add Safe Domain; enter one safe domain or email address per line
   2. Under Settings, there are options to toggle certain features on or off; refer to the Web Add-in Settings Reference for a description and valid options for each setting
      • enableplatform value: Still within your policy configuration, select Settings, then search the word enable
        • You should see Enable for Mac, Enable for PC, Enable for Web under Advanced; toggle the correction option(s) on as is necessary
   3. To create a Data Loss Prevention (DLP) ruleset, click the DLP tab from the top navigation menu, then click the + to create a new ruleset to add content scanning and client/keyword domain rules; to assign a policy to the DLP ruleset, drag your policy from Not Linked to Linked
      • To read more about Data Loss Prevention, including the complete process to configure and manage DLP rulesets, visit Web Add-in: Data Loss Prevention
   4. To add forbidden recipients, click Forbidden, include one email per line
      1. To read more about Forbidden Lists and Recipients, visit Web Add-in: Forbidden Lists and Recipients
   5. When you're done, click Save

Assign Users to Policy

1. Click Assignments in the left side menu, then the +Add Assignment button
2. Name your assignment, then choose a policy from the dropdown menu
3. To assign specific users or groups to the chosen policy, click Add Users and/or Add Groups
4. Click Save

Add your Logo

1. Under Settings, click Edit Logo
   1. Image size must be no larger than 155x40
   2. Image type must be .png file type
   3. Images with transparent backgrounds are recommended so that your logo matches the rest of SafeSend
2. Upload your logo
3. Click Apply

Step 5: Configuring the SafeSend Web Add-in

In the SafeSend 6.0 web console, you'll see options to configure your desired policies, rules, and user assignments. Find complete details for how to configure SafeSend policies by reading Web Add-in v6.0+ Policies.

1. To create a new policy, select Create New Policy from the Getting Started Wizard
2. To add a safe domain, click General > Add Safe Domain; enter one safe domain or email address per line.
3. Under Settings, there are Advanced, Commonly Used, and Special Case settings to toggle certain features on or off; refer to the Web Add-in Settings Reference for a description and valid options for each setting
   • enableplatform value: Still within your policy configuration, select Settings, then search the word enable
     • You should see Enable for Mac, Enable for PC, Enable for Web under Advanced; toggle the correction option(s) on as is necessary
4. Click the DLP tab from the top navigation menu, then click the + to create a new ruleset to add content scanning and client/keyword domain rules
   • To edit your newly created DLP ruleset:
     1. In the Not Linked list, select your ruleset
     2. Click the name of your ruleset on the main part of the screen to open the configuration rules
     3. Under Content Scanning Rules, click +Add Rule
        1. Name your content scanning rule
        2. Select from the following actions in the dropdown box: Inform, Confirm, ConfirmText, Deny; Confirm is the default selected action
        3. Choose the content type: All Support Files, All Except PDF, or Specific File Types; If selecting Specific File Types, a box will appear allowing you to select all desired file types you want DLP to scan for 
        4. Write a regular expression (also known as regex); If you need assistance, you can do an Internet search for a regex generator or use an AI model to help create a regex
        5. Test your regex by adding test strings to match and test strings to NOT match; Green indicates the test passed; Red indicates the test failed
        6. When done, click OK at the bottom 
     4. Under Client/Keyword Domain Rules, click +Add Rule
        1. Add any keywords you want SafeSend to look for
        2. Add any domains or email addresses you want to associate with the above keyboards
        3. If you want SafeSend to automatically rewrite the listed domains with alternate text, add that under Alternate Text Domain
        4. Click OK 
     5. Assign the DLP ruleset to your policy by selecting the policy from the Not Linked column and dragging it over to the Linked column 
     6. Click Save
   • To read more about Data Loss Prevention, visit Web Add-in: Data Loss Prevention 
5. Click Forbidden and type one email address or domain per line; you can also toggle Block Distribution Lists on or off
   • To read more about Forbidden Lists and Recipients, visit Web Add-in: Forbidden Lists and Recipients

Assign Users to Policy

1. Click Assignments in the left side menu, then the +Add Assignment button
2. Name your assignment, then choose a policy from the dropdown menu
3. To assign specific users or groups to the chosen policy, click Add Users and/or Add Groups
4. Click Save

Add your Logo

1. Under Settings, click Edit Logo
   1. Image size must be no larger than 155x40
   2. Image type must be .png file type
   3. Images with transparent backgrounds are recommended so that your logo matches the rest of SafeSend
2. Upload your logo
3. Click Apply