MSPs onboarding a client
Hand over the as-built document on day one, in Word, ready to edit into your own binder, with your cover and logo.
A new client, a finished engagement, an audit next month: someone has to write down how the Microsoft 365 tenant is set up. GlacierPoint Atlas reads identity, sign-in and access, mail flow, mail protection, devices, collaboration and licensing in one run, and writes the dated document: numbered sections in plain sentences, tables and six diagrams, as a PDF and a Word file.
You need a Windows computer and a Microsoft 365 administrator account. Details below.
The tenant, the date, the person who ran it, and how many sections, pages and diagrams follow. Then a paragraph written from the facts: how many users are licensed, how mail enters and leaves, what signs in under what conditions, how many devices are managed.
After a run
ExampleContoso: 10 sections, 31 pages, 6 diagrams.
412 users, 388 licensed and 24 not. Mail enters through one third-party gateway and leaves directly. 23 Conditional Access policies govern sign-in, 19 of them enabled. 297 devices are managed under 6 compliance policies.
contoso.com, an example tenant. Dated, with the name of the person who ran it.
Every section opens with its diagram or its headline table and a plain description, then the settings as tables, then a note for anything the sign-in could not read.
The organization, its domains, the workloads in use, the subscriptions, and who holds which administrator role.
Figure: Tenant topology: domains, workloads in use, administrator roles
Users and groups by count and kind, applications and service principals, on-premises synchronization, federation and cross-tenant access.
Figure: Identity sources: on-premises sync, federation, guest access
Conditional Access policies, named locations, authentication methods and strengths, security defaults.
Figure: Conditional Access map: who, from where, to what, with what grant
Accepted and remote domains, connectors, transport rules, DKIM, SPF, DMARC and MX as published, forwarding.
Figure: Mail flow: inbound and outbound paths through connectors and gateways
Anti-spam, anti-malware, anti-phish, Safe Links and Safe Attachments, preset policies, quarantine, allow and block lists.
Figure: Protection pipeline: the order mail passes the filters
Sensitivity labels and their policies, data loss prevention, retention.
Second release: until then a one-page note names the module it needs
Intune compliance, configuration, enrollment, update rings, app protection, filters and roles, with device counts.
Figure: Device management: enrollment paths, compliance to Conditional Access
SharePoint and OneDrive sharing, Teams meeting, messaging and external access.
Second release: until then a one-page note names the module it needs
Subscriptions, seats, assigned and unassigned, service plans on or off.
Directory role members, partner (GDAP) relationships, service principals that hold directory roles.
Figure: Shown in the figure of section 1
Sections 6 (information protection) and 8 (collaboration) ship in the second release, because each needs a PowerShell module you install. Until then they print as a one-page note that names the module, so the numbering never changes. An appendix closes the document: the change log since the previous document, the register of what was not collected, and a glossary.
Hand over the as-built document on day one, in Word, ready to edit into your own binder, with your cover and logo.
Leave behind a dated record of how the tenant stood when you finished, and a change log when you come back.
Answer “how is it configured?” with a document whose every number comes from one run, and whose gaps are listed, not hidden.
A Windows app does the reading with your own sign-in. The portal writes the document and keeps it for your team.
Create your workspace with your work email: a six-digit code, no password. The free Preview starts at once.
Download the Windows app from the portal and start it. It shows a code, and an owner or operator of your workspace approves it.
Sign in to Microsoft with your administrator account. The app reads the sections, looks up your domains’ mail records, and sends the result to the portal sealed.
The portal writes the document as pages behind your sign-in, a PDF and a Word file. Add your notes and the next document prints them.
With Watch and MSP, the app runs once a month on a computer of yours, and the portal mails your team when the new document is ready, with the number of changes in the subject.
New document mail
ExampleThe November document of Contoso is ready. Since October:
The PDF and the Word file are one click away in the portal.
The document describes how a tenant is set up, so Atlas reads settings, policies and counts, and nothing that people wrote or received.
GlacierPoint Scan finds configuration weaknesses and sets priorities; GlacierPoint Snapshot preserves configuration history and recovers supported settings. Together: assess, capture the current configuration, make the approved changes, verify. GlacierPoint Atlas writes down how the tenant stands, as a dated document for the handover, the binder or the audit.
GlacierPoint Technologies builds tools that keep Microsoft 365 and Windows environments known, safe and recoverable.
We started from a simple observation: most organizations don't know where their directory and tenant stand until something goes wrong, and the tools that could tell them are written for specialists. Our products put a clear answer in front of the people who have to act on it — a brief a leadership team can read, evidence an administrator can verify, and changes you approve one at a time.
Plain-language reports and prices on the page. The same evidence sits behind every number.
You authorize every collection and every change. Nothing runs in your environment without your sign-in, and every change our tools make records a way back.
Evidence is encrypted on your computer before it leaves. We never train AI on customer data, and support sees your data only when you grant it, for as long as you choose.
Paid plans differ by how long they run, whether the document is written on a schedule, and how many tenants you look after. Never by what is read.
One-time $299 per tenant for 30 days; Watch $29 per month, $290 a year billed in advance; MSP $149 a month plus $19 a month per tenant. See the plans
Every workspace starts as the free Preview. Compare the plans in full, with the MSP plan’s monthly totals worked out.
The free Preview runs up to 2 times on one tenant: the summary, section 1 in full, and the headline tables and diagrams of the rest. Decide with your own tenant in front of you.