Azure & CAM Integration Notes
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As of January 30, 2021 Azure is not allowing custom token expiry settings. The conditional access policies determine how the token expires are configured. This requires at least a P1 license. See the Microsoft link here. |
Service Account Permissions
Service Account/Token User
For creating teams in MS Teams, you must have a service account in M365 and this account must have the permission/roles included in the following table that describes the Service Account Permissions and Roles.
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Application Administrator | Needs to be assigned for generating the token. Can be removed afterwards.
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Microsoft Team Administrator | For creating and using team, channel, folder, tab, planner tab | ||
User Administrator | For user administration in a team for the addition or removal of users. |
When a team is created, by default, the service account is the owner of the team.
Planner User
To create and use the Planner tab in Teams, the delegated / service account user must be a member of the team.
To create a team, you must have a team owner. Because of this requirement, you need an additional service account so that you can switch to it to create a planner. This additional service account must have the same permission/roles included in the table that describes the Service Account Permissions and Roles.
Note: If you plan to create a planner, refer to Step 4: Setting Service Account Permissions for the use of Microsoft Planner in Teams.
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CAM App RegistrationAllows you to add the CAM (by Litera) App via the Azure Active Directory. User/organization can be imported App into Teams once registration completes. For iManage M365 App Proxy, see iManage Note: The following details are required when configuring M365 in CAM using External System Configuration:
12. In the Client Secret section, click New client secret, enter a description and select an expiry length. Save the Value in Notepad. You will need to put this into the Application Password field in the Office 365 Configuration panel in CAM later in the process. Redirect Endpoint URI's Redirect Endpoint URI's are as follows: |
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Microsoft Graph Permissions in M365The following permissions will need to be enabled in the Azure Portal.
Required Permissions to Create or Manage Teams
Optional PermissionsThese permissions are optional and can be added based on your firm’s usage of CAM.
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Private ChannelCAM uses Azure AD - Microsoft Graph API - to access resources in Office365 to create Groups and Teams. When you create a private channel, it has its own SharePoint site collection. The separate site collection is to ensure access to that private channel files are restricted to only members of the private channel compared to the team site where team owners have access to all the assets within the site collection. The site collection created using private channels as per Microsoft documentation is not visible in the SharePoint admin center unless someone manually clicks on the Files tab in teams once the SharePoint site will be available in 1-2 min or almost instantly. To trigger the click event on the Files tab, CAM needs the Microsoft native API permission which can be added by following the steps -
10. Click Save. 11. Now click on API permissions in the left sidebar. 12. On the right side, scroll down till the end. 13. Under "Microsoft Teams Services (1)", it will list user_impersonation under Microsoft Teams Services, status as Not granted for <global admin user>. 14. In order to provide admin consent, scroll to the top of the page and click on select Grant admin consent for <global admin user>. 15. Confirmation message pop up displays, select “Yes”, add other granted permissions to configured permissions.
Snapshot of Manifest |
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Service Account Permission - Use Planner in TeamsNote: If you would like to have Microsoft's Planner app within MS Teams, refer to Microsoft’s Planner app documentation. To be able to create the Planner tab in Team Channels, Microsoft requires that delegated / service account users be created and is a members of the team. However, to build a team, there must be an appointed owner. Because of this requirement, you need an additional service account so that you can switch to it to create a planner.
Configuration in CAM Planner Follow the steps to create Planner inside Channel. Follow the steps to create Planner.
. Go to Jobs tab, and upload the CSV b. Configure a Request Workflow
Note: Microsoft has a restriction, only group members can access Planners. As group owners cannot access Planners, you need an additional service account (group member) to create a Planner. Token roles can be assigned to group members while creating a planner. After a group member creates the Planner, the token role can be reassigned to the owner. A token role is assigned to a group member so that the group member is able to receive the token and approve creation of planners.
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Warning: Ensure Additional Service Account is set in the External System configuration. |
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Connecting M365 with the CAM PlatformTo add a New Office 365 Connection to the CAM Platform
The following information will now be available to continue entering in the CAM Office365 tab.
The configured O365 Authentication(s) displayed in the Office365 tab is as follows
Editing an Existing Configuration
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Group Name RulesDefine the Office 365 group names rules and format to be applied
Click Save. The configured group name rule(s) display in the table with the following columns:
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Metadata MappingMap the metadata for Office 365 group with these steps:
The completed metadata displays in the following columns in the table:
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M365 - Add Guest AccountGuest Accounts can be created in CAM for Office 365. If creating guest accounts externally, there are no password requirements, but a password can be set, as the user is created temporarily without a profile. Invite Guest Users from Request Workflow -> Default Security Or upload CSV. Sample CSV for uploading External Guest Accounts |
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M365 - User Default PasswordWhen creating users, a default password can be set. How to create a default password:
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CAM Microsoft Teams app
Read the Teams page for more information on how to install CAM teams app, required permissions and creating Teams, Channels, OneDrive, OneNote and Planner. Also how to access CAM application from Teams.
Teams and ETL
Read the ETL page for more information on how to use ETL to move or copy or link Teams, Channels, Tabs to a DMS system, and examples.
Teams and Template Editor
To use Template Editor to create Channels, Tabs and Teams, read here for steps.
Note: The job will not show errored if a user is missing from CAM during the Create Team/Tab or Channel process. The job inside will error in the log only.
Availability of Sharepoint Sites
While configuring M365 with CAM, there is now an option to make archived sharepoint sites read-only for Team Members.
In the Teams app, find a team you want to archive.
Click Archive button from the app menu.
The option now displays to Make the team read only if you choose to make it read only for all team members.
Click Archive to complete.
Troubleshooting
If you encounter any error while creating a team, check the following to ensure your team is created correctly:
Service Account/Token user and Planner user has the correct permissions. Refer to the Service Account Permissions section to verify and ensure it.
Log into Teams as the Service Account/Token User and/or Planner User and check whether you can create a team. If you are still not able to create a team, liaise with your IT or Security Team and let them check whether you have any internal policies set outside of CAM and MS Azure that are affecting this user.
Teams app has the correct Application and Delegated permissions. Refer to the Microsoft Graph Permissions in M365 section to verify and ensure it.
Related Topics
[Office 365 (CSV Parameter)] | [M365 Groups] | [M365 Users] | [CAM within M365 Team Apps]