Security Policies Migration
Overview
The security policies have been revamped with a new set of configurations and policies designed to enhance your users’ login experience. We have introduced new policies, each with unique functionality to provide greater flexibility in managing your organization’s authentication process.
The new set of policies includes:
1. Conditional Access Policies
Conditional access allows you to set policies that dictate how and when a user should be able to access their account. For example, you can set conditions that allow a user to sign in to their Zoho account only on certain days of the week, from certain locations, or
through certain devices.
2. Routing Policies
Routing policies enable you to decide which of your users must use which authentication modes to sign in with.
3. Security Policies
Security policies provide you with a customizable password policy and advanced settings.
Security Policies Migration
1. Multi-Factor Authentication (MFA)
If you have configured MFA for a policy and selected any authentication mode for your users, your existing setup will be migrated to the Conditional Access Policies.
In Conditional Access Policies:
- MFA is configured as an action.
When migrated, a Conditional Access Policy will be created with the following settings:
- Condition: None
- Action: Allow with MFA (with your previous authentication mode)
When a policy member attempts to sign in, the “Allow with MFA” action will be triggered, prompting users to authenticate using multi-factor authentication.
If Allow Passwordless Sign-in was disabled, a routing policy will be created for them with Password as the authentication mode.
To learn more about Conditional Access Policies, click here.
2. Allowed IPs
If Allowed IPs were configured for a policy, the specified IP addresses will be migrated to the Conditional Access Policies.
In Conditional Access Policies:
- Allowed IPs is referred as IP address.
- IP address is configured as a condition.
When migrated, a Conditional Access Policy will be created with the following settings:
- Condition: IP Address (the IP address will retain the name of your original policy and will be selected here)
- Criteria: IP is not
- Action: Deny access
When a policy member attempts to sign in from an IP address that does not match the specified condition, the action "Deny access" will be triggered, blocking the user's sign-in attempt.
To learn more about Conditional Access Policies, click here.
3. Session Lifetime and Idle Session Timeout
If Session Lifetime and Idle Session Timeout are configured under Advanced Settings within Security Policies, both settings will be migrated to the Routing Policies.
When migrated:
- A Routing Policy will be created and Session Settings will be configured.
- With this, you can continue to manage users’ web sessions efficiently, enhancing security and user experience.
To learn more about Routing Policies, click here.
4. Device Management
If Device Management is configured for users, the existing setup will be migrated to the Conditional Access Policies.
In Conditional Access Policies:
- Device Management is referred to as Device management status.
- It is configured as a condition.
When migrated, a Conditional Access Policy will be created with the following settings:
- Condition: Device management status
- Criteria: Unmanaged Device
- Action: Deny access
When a policy member attempts to sign in with an unmanaged device that meets this condition, the action "Deny access" will be triggered, blocking the user's sign-in attempt. To learn more about Conditional Access Policies, click here.
5. Multiple Configurations
If Allowed IPs, Device Management, and MFA are all configured for a user under a single security policy, two separate policies will be created under Conditional Access Policy.
Policy 1 with two conditions: A policy will be created with the following settings:
- Condition 1: IP address (the IP address will retain the name of your original policy and will be selected here)
- Criteria: IP is not
- Condition 2: Device management status
- Criteria: Unmanaged Device
- Action: Deny access
This will restrict the user from signing in from any location other than the specified IP address and block user's sign-in from unmanaged devices.
Policy 2: A policy will be created with the following settings:
- Condition: None
- Action: Allow with MFA (with your previous authentication mode)
This ensures users can sign in only after completing multi-factor authentication. To learn more about Conditional Access Policies, click here.
6. Custom Authentication
If you have added IdPs in Custom Authentication and have assigned groups to be authenticated through those IdPs, the setup will be migrated to Routing Policies as authentication mode.
In Routing Policies:
- Custom Authentication is referred to as Identity Providers.
- It is configured as an authentication mode.
When migrated:
- The existing IdP setup will be added to Identity Providers.
- A Routing Policy will be created and assigned to the same users.
- The IdP that is added will be selected as the authentication mode under the Routing Policy.
- The members belonging to these groups will be required to sign in using the same IdP.
To learn more about Routing Policies, click here.
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