This article helps you integrate your Microsoft Defender for Endpoint installation with the Expel Workbench.

Prerequisites

  1. You must be able to log into Microsoft Entra as a user assigned the Global Administrator or User Administrator role.

Step 1: Enable Console Access

Note
If your organization has already created a new Expel account for console access and enabled cross-tenant access for another Microsoft integration, you may skip to Step 3. The same "<Your Organization GUID>@soc.expel.io" account provides access across all Microsoft services.

Enable Console Access for a New Account

Expel requires console access to allow analysts to perform investigation and triage. Without this additional level of information, details cannot be verified by our analysts and an investigation cannot be initiated. For more information, see Why Expel Asks for Console Access.

  1. Log in to the Microsoft Entra Admin Center as a user assigned the Global Administrator or User Administrator role.
  2. Navigate to Entra ID > Users > All Users.
  3. Select User > Invite external user.
  4. On the Basics tab, include the following:
  5. On the Assignments tab, configure the following:
    • Select Add role.
    • Search for and select Global Reader. Note: This role provides read-only access across most Microsoft 365 and Azure management consoles.
  6. Select Review + invite and then Invite. The user account will be added to your directory as a guest, and an invitation will be sent to the email provided.
  7. Next, you have two user permission options: Basic AAD Permissions and RBAC Permissions. See instructions for these options below.

Option 1: Basic Entra ID (AAD) Permissions

The simplest way to grant Expel access to the Microsoft Defender for Endpoint console is with basic AAD permissions.

Note
If the tenant is using RBAC (Role-Based Access Control) to manage permissions in Microsoft Defender for Endpoint, basic permissions won’t be an option for that tenant. Use Option 2 in this case.

You have 2 permission levels for basic AAD access. Expel prefers full access but can still operate with read-only access. However, some of our capabilities are limited.

Access Level Description
Full access

Users with full access can log in, view all system information and resolve alerts, submit files for deep analysis, and download the onboarding package. To assign full access rights, add the users to all these Directory roles:

  • Security administrator
  • Security operator
  • Security reader
Read only access

Users with read-only access can log in, view all alerts, and related information. They can't change alert states, submit files for deep analysis or perform any state-changing operations. To assign read-only access rights, add the users to the Security Reader AAD built-in role.

Note

In addition to the Security Reader role, the Security Operator role is also required to view EDR alerts within your Microsoft Defender for Endpoint console. If only granted the Security Reader role, we may not be able to view all of your alerts and may have limited investigate and monitoring capabilities for your device(s).

Option 2: Role-Based Access Control (RBAC) Permissions

To more granularly control what permissions Expel has in Microsoft Defender for Endpoint, use RBAC permissions.

Note
Enabling RBAC in Microsoft Defender for Endpoint may have an unintended consequence if you were previously using basic permissions. Users who were previously granted read-only access (Security Reader role) are denied access until they are added to a Microsoft Defender for Endpoint role.

  1. From the Microsoft 365 Defender portal, navigate to Permissions > Microsoft 365 Defender, and then create the new role for Expel.
  2. On the role creation page, fill out the required fields:

    • Role name: name the role you’re creating.
    • Description: describe what this role is for.
    • Permissions: select the appropriate permissions to grant to Expel depending on your solution:


    Microsoft Defender for Endpoint RBAC: 

    • Required Permissions:
      • View Data (all)
      • Security operations
      • Threat and vulnerability management
      • Alerts investigation
    • Recommended Permissions:
      • Active remediation actions (all)
      • Security operations
      • Threat and vulnerability management
      • Remediation handling
      • Threat and vulnerability management
      • Exception handling
      • Live response capabilities (advanced)
    • Permissions not Required:
      • Manage security settings


    Microsoft Defender XDR RBAC:

    • Required Permissions:
      • Security operations \ Security data \ Security data basics (read)
      • Security operations \ Raw data (Email & collaboration) \ Email & collaboration metadata (read)
      • Security operations \ Security data \ Response (manage)
    • Recommended Permissions:
      • Security operations \ Security data \ Security data basics (read)
      • Security operations \ Security data \ Alerts (manage)
      • Security operations \ Raw data (Email & collaboration) \ Email & collaboration metadata (read)
      • Security operations \ Security data \ Response (manage)
      • Security operations \ Advanced live response (manage)
      • Security operations \ Security data \ File collection (manage)
    • Permissions not Required:
      • Authorization and settings \ Security settings \ Core security settings (manage)
      • Authorization and settings\Security settings \ Detection tuning (manage)
         

    3. Select Save.

Step 2: Enable Cross-Tenant Access

In this step you will add Expel as an external organization and configure inbound trust.

  1. Still in the Microsoft Entra Admin Center, navigate to Entra ID > External Identities > Cross-tenant access settings.
  2. Select the Organizational settings tab.
  3. Select Add organization.
  4. On the Add organization pane, enter Expel’s tenant ID: 1cde81fd-b430-4035-b24d-709921922876
  5. Select Expel from the search results, and then select Add.
  6. In the Organizational settings list, locate the Expel row and select Inbound access.
  7. On the "Inbound access settings - Expel" page, select the Trust settings tab, and configure the following:
    • Select Customize settings.
    • Enable Trust multifactor authentication from Microsoft Entra tenants.
    • Enable Trust compliant devices.
    • Enable Trust Microsoft Entra hybrid joined devices.
    • Under Automatic redemption, enable Automatically redeem invitations with the tenant Expel.
  8. Select Save.

Step 3: Generate API Credentials

To integrate Microsoft Defender for Endpoint with Expel, we need to create secure credentials to the API. You have 2 options for enabling API access:

  1. Enable the Expel Defender for Endpoint Integration Enterprise Application within Azure.
  2. Create a custom Azure Microsoft Entra ID Application.

Usually enabling the Enterprise Application is the recommended approach. The second option is offered for cases where the absolute minimum permissions are required. In either case, the table shows the required items to be obtained during this step:

  Description
Azure Directory (tenant) ID A unique identifier for your Azure instance. Expel needs this information to route our API requests to the right place.
Application (client) ID (Option 2 only) A unique identifier for the application you create that grants Expel the access it needs to your Azure instance.
Application (client) Secret (Option 2 only) The API secret that allows Expel to authenticate as the created application to your Azure instance.

Option 1: Enable Defender for Endpoint Enterprise Application (Preferred)

  1. As an Administrator, navigate to the Expel Admin Consent Page.
  2. Review and accept requested permissions.
  3. The Expel Defender for Endpoint Integration app appears under Enterprise Applications. Review properties and ensure that all permissions are properly granted.
  4. Note the Directory (Tenant) ID when viewing the Expel Defender for Endpoint Integration application for use in later steps.

Option 2: Create a Custom Microsoft Entra ID Application

  1. As an Azure administrator, log in to the Azure Portal.
  2. Navigate to App registrations and click + New registration.
  3. Fill in the application details. We recommend the following:
    • Name: Expel Defender for Endpoint Integration.
    • Supported account types: accounts in this organizational directory only (first option).
  4. After you fill out the fields, click Register to create the new application.
  5. Navigate to the application registration created, and open API permissions. Click Add permissions.
  6. On the next screen, select APIs my organization uses tab and search for WindowsDefenderATP.
  7. Click WindowsDefenderATP.
  8. On the next screen, select Application permissions and then Add permissions.
  9. On the next screen, select the required permissions below and select Add permissions.
    • Required Permissions:
      •  WindowsDefenderATP
        • AdvancedQuery.Read.All
        • Alert.Read.All
        • File.Read.All
        • Ip.Read.All
        • Machine.CollectForensics
        • Machine.Read.All
        • Score.Read.All
        • SecurityConfiguration.Read.All
        • SecurityRecommendation.Read.All
        • Software.Read.All
        • Url.Read.All
        • User.Read.All
        • Vulnerability.Read.All
      • Microsoft Graph
        • User.Read
        • User.Read.All
    • Optional Permissions:

      Note
      Additional permissions are required if you would like to set up and use the auto remediation actions for which you are licensed. See the Auto Remediations Getting Started Guides for more information.
  10. Grant admin consent to the application.
  11. Navigate to Certificates & secrets and click + New client secret.

    Note
    The client secret only appears once; make a note of the value before navigating away from the page.

Step 4: Configure the Technology in Workbench

Now that we have the correct access configured and noted the credentials, we can integrate your tech with Workbench.

  1. Log in to Workbench.
  2. In the side menu, navigate to Organization Settings > Security Devices.
  3. Select the Add Security Device button.
  4. In the search box, type “Defender” and then select the Microsoft Defender for Endpoint integration.
  5. Complete the fields as follows:
    • Name - enter a name that might help you more easily identify this integration, such as “CompanyName Defender”; this name will display in Workbench under the Name column, and is a text string that you can filter on.
    • Location - enter the location of your server.
    • Directory (tenant) ID - enter the Directory (tenant) ID from Step 3.
    • Application (client) ID - enter the Application (client) ID from Step 3.
    • App (client) secret - enter the Application (client) Secret from Step 3.
  6. Your device should be created successfully within a few seconds. A few reminders:
    • After your connection is healthy, it will take some time for your device to begin polling and receiving data.
    • To check on the status, click on the downward arrow for your device in the first column and choose View details. You can then scroll to the Connection section to see if your device is fully connected.
    • Polling will happen first; data will be received after that. You must refresh the page to see updates.
    • If your device does not begin polling within 15 minutes, and does not begin receiving data within 30 minutes, contact our support team for help.