Connect Application - The User Interface

Customers currently using the Connect Application are advised to complete their onboarding setup as soon as possible, as the Connect Application is scheduled to be discontinued on the 31st of January, 2024.

This article contains information on navigating the Connect Application interface, including main menu/sub-menu items, the Connect Progress panel, Account Profile access, and the Configuration Summary for Mimecast setup tasks.

The Connect Application user interface provides:

• • • Main Menu / Sub-Menu Items to navigate between the steps you'll configure.
    • A Connect Progress panel to show all of the steps completed visually.
    • An Account Profile to access additional functionality, settings, and help.
    • A Configuration Summary to display the progress to date.

Main Menu/Sub-Menu Items

The Connect Application tasks are grouped into four areas, each of which has a main menu item on the left-hand side. When any main menu item is clicked, the sub-menu displays all of the tasks (both optional and mandatory) included in that section. Click on a sub-menu item to start the configuration for that task.

Sub-menu items have icons that indicate whether the task can be performed. Locked tasks cannot be started until all prerequisite tasks are completed. If you've previously started a task, clicking the sub-menu item displays the progress as you last left it. When a task is completed successfully, a summary page displays, and you can move on to the next step.

The main menu/sub-menu items are:

Main Menu Item	Sub-Menu Items
Platform	Validating Your Domains Synchronizing Your Directory Adding Users Manually (optional) Setting Up User Authentication
Gateway	Preparing for Inbound Email (On-Premise / Hybrid Exchanges)  Setting Up Your Outbound Email Importing Permitted Senders (optional) Setting Up Recipient Validation Modifying Your MX Records Securing Your Inbound Email (Microsoft 365) Securing Your Inbound Email (On Premise / Hybrid)
Archive	Setting Up Your Journaling
Optional	Managing Basic Administrators Managing Forwarding Addresses Bypassing Anti-Spoofing Policies Setting Up TLS Policies

Connect Progress Panel

The Connect Progress Panel on the right-hand side displays a visual indicator of the Connect Application steps. It shows:

• • • The number of tasks you've completed to date.
    • The total number of tasks required to set up your Mimecast account.

Each step is represented by an icon that changes as you progress through the steps. The key to the icon status is hidden by default in the "Key" section but can be displayed or hidden by clicking on the Down or Up arrow in the top right corner of the Key field.

Additionally:

• • • Locked tasks are represented by the padlock icon, indicating that you'll need to complete prerequisite tasks to access them.
    • Tasks in the Optional Tasks group use a different color scheme and iconography.

Account Profile

Click on your Account Profile in the top-right corner of the interface to access these menu items:

Menu Item	Description
Connect Application: Changing Your Connect Cloud Password	Allows you to change your Connect Application password.
Your Mimecast Account Settings	Displays your customer details, your Mimecast product details, and key contacts for additional support.
Connect Application: The Tour	Displays a visual five-step tour of the Connect Application.

View Summary Link

In addition to the Connect Progress panel, a clickable View Configuration link is available on the right- hand side. The Configuration Summary page displays an overview of all the tasks that are completed, pending, or locked. Click on the tabs at the top to view a summary of the tasks in each main menu category:

• • • General.
    • Platform.
    • Gateway.
    • Archive.
    • Optional.

The following configuration summary options display:

• • • Task still pending: Click on the Get Started link to begin configuration for the pending task.
    • Unlock by completing: Click on the task link to complete the prerequisite task.
    • Green tick: The task is completed successfully.
    • More / Less: Use the links to toggle the display of a completed task's configuration details.
    • X:Click the X in the top right-hand corner to close the summary page.

See Also...

• • • Connect Application Guides