Architecture, security, requirements and onboarding procedure of Tricent for Microsoft 365

First, a couple of basic concepts on the architecture and security of the product that you are about to onboard:

• Tricent for Microsoft 365 (Tricent) runs as a managed Software-as-a-Service (SaaS).
• Each Tricent customer runs in their own isolated data environment without any data sharing between customer domains. 
• All customer data is stored encrypted at rest and in transit using standards-based encryption algorithms.
• All customer data access keys are stored encrypted and only exposed in memory for the Tricent service when needed.
• All data access, user actions, and admin access to the customer's Tricent application in support scenarios are logged and kept for the duration of the service contract to fulfill compliance and regulatory requirements.

We currently have SOC 2 Type 1 and are working towards Type 2 and plan to achieve a ISO 27001 attestation afterward.

Read more about our general security architecture and setup in the Security FAQ.

Tricent requirements

To set up Tricent for Microsoft 365's connection to your tenant, you need to grant the necessary permissions in your Microsoft Entra ID to these Tricent apps.

Tricent Portal

Tricent Portal API

• Sign in and read user profile

Tricent Metadata Scanner (in 5 versions)

You also need to ensure that Tricent has access to “Last activity” on your users, as well as provide us with your Microsoft Entra tenant ID, organization name, and the trusted domains.

Tricent onboarding procedure

A detailed step-by-step guide on meeting the above requirements is available right here. It can be completed in 10-15 minutes by any employee with adequate permissions to your Microsoft Entra admin center and Microsoft 365 admin center.

Our Customer Success team is available to help during all phases of the onboarding and can answer any questions that C-level, technical, legal, or compliance teams may have regarding the functionality, security, and architecture of Tricent for Microsoft 365.

You can also get an online meeting walkthrough of the product if you need it, and we are ready to advise on end user onboarding and adoption.

We also have a full support universe with guides, videos, and frequently asked questions for admins and end users at support.tricent.com. And you can get complete operational transparency by signing up for notifications on incidents and maintenance work at status.tricent.com.