Switching Deployment Method

This article provides instructions on how to switch between deployment methods within Proofpoint Essentials.

Before continuing, you should confirm that meet the following pre-requisites:

• Microsoft 365 is the mail provider
• you have Global Admin rights on the Microsoft tenant
• you are an organization admin or above in Proofpoint Essentials
• you have access to alter your DNS records when switching

Switching from Integrated Deployment for Microsoft 365 to MX Deployment

1. While logged into Proofpoint Essentials, under Account Management, click Profile.
2. Locate the Mailflow Setup section then click View Details.
   • You will see the current Deployment Method.
3. Click Change Deployment.
   • This will launch a new wizard where you can select Direct MX Routing.
4. The wizard will inform you that you need to change the MX and SPF records.
   • This can be done after all the new rules have been configured and enabled.
5. Once the wizard is complete, close the wizard, then click on Account Management, followed by Integrations.
   • If you have an existing integration with Microsoft, click Details followed by Delete Integration.
6. Now click Connect, followed by Next.
   • This will prompt the Microsoft 365 Integration and a pop-up will appear for you to grant consent to begin the Integration with the MX Deployment Rules and Connectors.

4. Log into the Microsoft 365 Exchange Admin Center.
5. Click mailflow, followed by rules.
6. Confirm that the new rule “Bypass Spam Filtering for Proofpoint Essentials” and the Inbound connector “Inbound Connector for Proofpoint Essentials” are enabled.