Onboarding Prerequisites for Essentials Plus and Pro

The following table describes the procedures to perform prior to Onboarding.

Procedure	Mandatory or Optional	Reference
Microsoft requirements for Direct Routing hosted SBC.	Microsoft Guidelines	Microsoft Direct Routing with Multiple Tenants
Verify that a license is available for on the customer tenant. An M365 is license is required for activating the PSTN trunk (customer sub domain).	Mandatory	Verify License Availability
Setup the DNS server connection between the end customer domain and the service provider domain for DNS provisioning.	Mandatory	Register End Customer Tenant DNS Sub domains
Secure connection between Live Platform and the customer service M365 platform. This can performed using either Application registration or Delegated Token.	Mandatory	Secure Connection with Customer M365 Tenant Platform
Exclude customer tenant Azure account (used for Token authentication) from Conditional Access rules that forces session reauthentication. Failure to perform this action will cause Token invalidity. In addition, configure per-User MFA as an additional measure to ensure Token continuity.		Configure Conditional Access Rules and MFA
Assigned Admin roles to M365 users designated as Live Platform operators. This is required for the Daily Replication process to synchronize between Live Platform and the customer M365 tenant platform. For example, syncing users, configuring policies, LifeCycle management and assignment of numbers to users.	Mandatory	Assign Microsoft Admin Roles to Live Platform Customer Operators
Configure Privileged Identify Management (Zero-Trust policy) for granting access to Live Platform operators for specific time periods.	Optional for Enhanced security.	Configure Privileged Identity Management
Intercept Microsoft Teams Call Data Records for calls between Microsoft Teams users and calls between Microsoft Teams and the SBC.	Optional	Add Microsoft Teams Device (Direct Routing)