Set up Microsoft Social Engagement

This topic explains what the Administrator for your organization does to set up Microsoft Social Engagement.

Define global settings

You need to set up Microsoft Social Engagement so your users can work with Social Engagement data. Begin by setting the system defaults. You need to be a Social Engagement Administrator to perform this task.

  1. Go to Settings > Global Settings.

  2. In the list, click Default Preferences.

  3. In the Default Preferences pane, set your options.

    Option What you can do
    Name Edit the name of your solution.
    Screen language Set the default language for the user interface.
    Default time frame Define the default time frame for your users’ analysis.
    Date and time format Set the default date and time format. To edit the current values, click Edit.
    Number format Select the number format from a predefined set of options to show numbers on the user interface.
  4. Click Save.


The default values apply to all users for your organization. However, users can override the default settings for their accounts by editing them in Settings > Personal Settings > Your Preferences.

Set up your first search topic and add rules

After you set up your system defaults, define your first search topic so you have data available to analyze. Think about what topics are relevant to your users. The number of rules for a topic isn’t limited, and you can edit your rules anytime.

  1. Go to Search Setup.

  2. In the Search Topics pane, click the Add button Add button.

  3. Name your search topic and assign a category.

  4. Under Rules, click the Add rule button Add button.

  5. Select the rule type that you want to add, and configure the rule.

  6. In the rule pane, click Continue to see an approximate number of posts that you can expect from this rule. If the rule is within your post quota, you’ll be allowed to save it. Otherwise, a message will appear and indicate that you exceeded the quota.

  7. Repeat steps 4 through 6 until you have added all required rules for this search topic. (Optional)

  8. In the Search Topic Settings area, click Save Save button to save the search topic and start data acquisition.


You can create an unlimited number of search topics to meet your requirements for Microsoft Social Engagement. However, make sure that you stay within your post quota to keep data acquisition up and running. More information: Set up searches to listen to social media conversations

Privacy notices

Microsoft Social Engagement offers hosted online services available to a wide variety of customers and comprises the following social capability components within the software application:
Social Media Monitoring – ability to listen to and monitor publicly available social communications across public and managed networks administered by third parties.
Social Analytics – ability to identify, compute, and project queries related to publicly available documents and posts.
Please note that Microsoft Social Engagement may enable access to third-party services, such as Twitter, Facebook, Tumblr, YouTube, and blogs whose privacy practices may differ from Social Engagement. Your use of such services, and any information you provide to them, is governed by their service-specific privacy statements. When establishing these connections, certain data, such as the search query used to retrieve the Social Content and your IP address, may be shared with those services. You are encouraged to review these other privacy statements. You are also encouraged to review the Microsoft Online Services Terms.

Microsoft Social Engagement stores customer search configurations and data curations in tenant-separated databases (customer data). The customer data is then cached on the server side in an internal application, to allow common retrieval indexing for the sole purpose of maximizing solution performance.
Access to index cached data (customer data) is handled exclusively by the internal application, and does not allow users to access or modify index cached data interactively in the internal application. After a subscription license agreement is terminated, customer index cached data is removed after a period of 180 days, according to our data retention policies.

See Also

Administer Microsoft Social Engagement
Manage global settings
Set up searches to listen to social media conversations
Assign permissions and user roles