Microsoft Office365 Integration Guide

Microsoft Office365 - iX Hello Integration Guide

Follow the steps below to setup the Microsoft Office integration to your Microsoft Office365 instance.

Step 1: Obtain Microsoft Azure subscription.

To use Microsoft Office365 integration with iX Hello, it is required to have Microsoft Azure subscription. If you do not have this, get it with help of your Microsoft Office 365 administrator.

Step 2: Obtain your Microsoft Office 365 user login details

User login to Microsoft Office 365 / Azure requires username and password. Microsoft Azure will require the same credentials to connect your iX Hello platforms to Microsoft Office 365 in Step 6. Get your Microsoft Office 365 username and password from the administrator of your account of Microsoft Office 365.

Step 3: Configure Microsoft Azure Portal by creating new App Registration for iX Hello

1. Launch Microsoft Azure portal by navigating to https://portal.azure.com/#home. If you are not logged in, you will be prompted to login by providing Azure / Office 365 credentials.

1. Once you are logged in, find Azure services and click on App registrations section as shown below.

1. Once you are on App Registrations screen, click on “New registration” as shown below

1. Fill the details as shown in screenshot.

Redirect URI is shown as optional in the screen, however, to make this work with iX Hello, we need to provide correct url.

Enter https://bots.ixhello.com/OAuthCode/Redirect as the redirect URI. Make sure web is selected in the dropdown.

Application (Client) ID, Tenant ID, Client Secret, Permissions & Authentication

1. To be able to connect to Office365 from the iX Hello platform, one application registration is required, and user should have permissions to view and execute Office365 functions. Once the application registration is successful, you can copy the information as described in the steps below:

2. User will need to visit the newly created application and note the following information as highlighted with red marker. The user can find Application ID and Tenant ID market inside red contour.

1. On the left navigation menu click “Certificates & Secrets” and click on “New client secret” button as shown in picture below:

1. A popup will appear and fill-in the necessary information as shown in the picture below:

App expiration can be customized as shown below:

1. After user clicks “Add” button, the application secret will appear as shown below. Copy the value and store it in a safe location. This information can only be seen once, and it will be necessary to create a new secret if information is lost.

1. User should now have Client ID, Tenant ID, and client secret.

2. User will now need to create app permission. On left navigation menu, click “API permissions”, then click “Add a permission” button as shown below:

You can see that by default User.Read permission is listed. – we need to add more permissions.

1. Fill-up the details as shown below and click on register:

3. Application (Client) ID, Tenant ID, Client Secret, Permissions & Authentication

1. To be able to connect to Office365 from the iX Hello platform, one application registration is required, and user should have permissions to view and execute Office365 functions. Once the application registration is successful, you can copy the information as described in the steps below:

2. User will need to visit the newly created application and note the following information as highlighted with red marker. The user can find Application ID and Tenant ID market inside red contour.

1. Click on Register button.

Enter https://bots.ixhello.com/oauthcode/redirect as the redirect URI. Make sure web is selected in the dropdown.

1. On the left navigation menu click “Certificates & Secrets” and click on “New client secret” button as shown in picture below:

1. A popup will appear and fill-in the necessary information as shown in the picture below:

App expiration can be customized as shown below:

1. After user clicks “Add” button, the application secret will appear as shown below. Copy the value and store it in a safe location. This information can only be seen once, and it will be necessary to create a new secret if information is lost.

1. User should now have Client ID, Tenant ID and client secret.

2. User will now need to create app permission. On left navigation menu, click “API permissions”, then click “Add a permission” button as shown below:

1. You can see that by default User.Read permission is listed. – we need to add more permissions.

2. You should see below “Request API permissions” screen, make sure “Microsoft APIs” is selected and scroll down and find “SharePoint” and click on it.

1. Now you will get permission selection screen. Select “delegated permissions” as types of the permissions and then “AllSite.Manage” permission and click on Add Permissions button.

2. Now configured permissions should look like this

   

At this stage, you are done with configuration at Microsoft Azure/office 365 portal.

1. Now you will get permission selection screen. Select “delegated permissions” as types of the permissions and then “AllSite.Manage” permission and click on Add Permissions button.

2. Now configured permissions should look like this

   

At this stage, you are done with configuration at Microsoft Azure/office 365 portal.

Step 4: Configure iX Hello Connection to Microsoft Office 365

1. You will need three things from Azure Portal described in previous step

   1. ClientId (explained in step 3. e)

   2. Tenant Id (explained in step 3 .e)

   3. Client Secret (explained in step 3 .h)

2. Office365 integration with iX Hello is to be done at Admin level. Login to iX Hello with Organization Admin access at https://bots.ixhello.com/
3. On the Administration menu, select Connection Admin. On the resulting page, to set up for Office 365, click on Admin Settings.

1. Fill the following credential details from Step and click on Save.

1. After the connection info is saved, now the employees within that organization can also use the same integration for connection with MicrosoftOffice365.

2. Click on Go to Connect System. You will be redirected to the Connect System page. Click on Add New Connection. Other employees can access the Connect System menu from Integration menu.

1. Click on Add New Connection and fill out following details. Select the System Type depending upon the MicrosoftOffice365 service you are trying to connect. For example, if you are trying to connect to SharePoint, select Microsoft Office365 SharePoint.

1. Read the instructions and Click on Connect to Office365.

1. You will be redirected to the Microsoft login screen. Enter your Microsoft Office 365 login credentials.

1. Microsoft Office 365 will confirm your acceptance to allow iX Hello connect to your Microsoft Office 365 Platform. Click “Allow”.

2. You will be redirected to the iX Hello integration confirmation page

3. You have successfully configured iX Hello integration to Microsoft Office 365. You can now proceed to test some of the ITSM Commands.