Engage - Rapid Deployment for Email Security Cloud Gateway

This article contains information on Rapid Deployment for Engage, including its guided setup process, prerequisites, and steps for first-time configuration to automate a year-long security awareness training and phishing simulation program.

Overview

Rapid Deployment is an improved guided setup journey for Engage administrators. In this configuration, Mimecast automatically schedules 12 effective monthly training videos from a start date you specify. It also schedules 5 automated Phishing simulations. 

• The initial setup journey will produce an effective and viable year-long Engage program that is preset and automated. It is built according to security awareness best practices.
• The one-page setup process is very simple and fast.
• This is a seamless experience in a cross functional suite product.

How it works  

When you access the Engage platform for the first time, you will progress through the Rapid Deployment workflow. This involves responding to a series of questions and input fields.
To get started, you will have to select an industry, which will then arrange the training videos according to the top ranking within your industry. These videos can also be rearranged by dragging them to your preferred order. Following the identification of training groups, the platform generates a pre-set of an automated 12-month Engage program.

The platform prepares a detailed summary page of the prescribed Engage program, before prompting you to launch the program. After launching the program, the first-time setup process concludes, and you are directed to the platform where additional changes and updates can be made at any time.

Prerequisites

Please validate that you have completed the following (this should have been done as part of your Email Security Cloud Gateway installation):

• Mimecast has been allowlisted, to ensure phishing simulations pass seamlessly through your email provider:
  • For Microsoft O365, see Simulations Via Microsoft Advanced Delivery, or see Microsoft's article about how to Configure the advanced delivery policy for third-party phishing simulations and email delivery.
  • For Google, see the Google Workspace section of Setting Up Your Inbound Email, and also see Google's article Allowlists, denylists and approved senders.

First Time Setup

You can carry out the Rapid Deployment of Engage by using the following steps:

1. Log in to the Mimecast Administration Console
2. Navigate to the More Services section in the left hand menu.
3. Click on Engage.
4. You will see the Welcome page.

5. Click the Let’s go Button, to launch the Configuration screen.

    
6. Choose the Industry.
7. Under Video Based Training:

• Enable | Disable the Video Based Training.
• Select Group(s) (this option allows you to select the user groups you want to do the training assignments)

You can choose multiple Directory Groups only.

• Insert a Notification Email Address (this is the local  email address users will be receiving the notifications from must be valid in your environment).
• Enter the Start Date (date which the user groups will begin receiving training).

10. Enable | Disable the Video Based Training.
11. Under Phishing Simulation:

You can choose a maximum of 50 multiple groups from either Local or Active Directory groups.

• Enable | Disable the Phishing Simulation functionality.
• Select Group(s).
  • You should use this to test this functionality.
  • Additional target groups can be selected after Rapid Deployment is completed within the application.

10. Click Next.

11. The Program Review page confirms the previous page setup.

    
12. Click Confirm to see the Summary page.

13. Click the Launch Engage to load the Engage modules.