Overview
M365 is a web-based system that allows the user to access and share files and information. To integrate CAM with M365, the M365 cloud servers must be configured here. You can add and manage multiple M365 servers, define the group name rules to be applied, and the default metadata mapping. The following instructions describe how to configure M365 and CAM for team building and provisioning through the CAM and CAM Team app.
Pre-requisites
M365 tenant must be set up with at least a P1 license.
The user completing the initial configuration must be an M365 Administrator and have access to the admin and Azure Active Directory pages in M365.
The service account that CAM will use should have a Teams license if using MS Teams, or a Planner license if using MS Planner.
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Azure & CAM Integration Notes
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.
| Reason |
Application Administrator | Needs to be assigned for generating the token. Can be removed afterwards. |
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. An Application Administrator role is not needed for this additional account.
Note: If you plan to create a planner, refer to Step 4: Setting Service Account Permissions for the use of Microsoft Planner in Teams.
Setting up M365
Step 1 - CAM App Registration in M365
CAM App Registration
This process allows adding the CAM App (by Litera) via the Azure Active Directory. User/organization can be imported to the Teams app once the registration completes. For iManage M365 App Proxy, see iManage
Login to M365 with your Global Admin Access. Go to “Azure portal” : https://portal.azure.com/#home.
Go to Azure Active Directory in the far-left hand menu.
Click on App registrations on the left-side bar.
Click on the New Registration tab.
Set a name for it. For example, CAM Teams App.
Select the Accounts option based on the organization’s requirements:
Accounts in this organizational directory only (Azure AD directory - Single tenant)
Accounts in any organizational directory (Any Azure AD directory - Multitenant)
Fill in the Redirect URL with a redirect URL listed in the following table.
To put in the redirect URI, you will have to select the “Web” option from the dropdown list that displays.
Redirect Endpoint URI's
Click Register to register the Add-in. The system will show a successfully created message with the information created. Save the retrieved information (client id and client secret), since you will need this in the next step ahead and to enter in the M365 configuration setup.
On the App Registration page, click into APP, find the Application ID, Directory (Tenant) Id field.
Save this information in Notepad - The ID and Directory (Tenant) Id fields will be used when completing the M365 configuration panel in CAM later in the process.
Click on the Certificates and Secrets page in the left-hand menu.
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 M365 Configuration panel in CAM later in the process.
Step 2. Setting Microsoft Graph Permissions in M365 for the CAM App
Microsoft Graph Permissions in M365
The following permissions will need to be enabled in the Azure Portal.
Go to "Azure Active Directory".
Click on "App registration" in the left side bar.
Select the registered app.
Click on "API permissions" in the left side bar.
To configure new permissions, Click on "+ Add a permission"
Select "Microsoft Graph"
Now add Delegated and Application Permissions provided below
Click on "Add permissions" and select "Grant admin consent for <global admin user>"
Required Permissions to Create or Manage Teams
Permission | Type | Operation | Description |
|---|
Channel.Create | Application | Create channel | Used for creating a channel. Used in conjunction with Group.ReadWrite.All. |
ChannelMember.ReadWrite.All | Application | Add Channel Members | Used for assigning and reassigning team channel members. |
Files.ReadWrite.All | Application Can be Delegated | Get Channel SharePoint Folder, Create Channel Folder | Used for file creation and editing in channels or sharepoint. |
Group.ReadWrite.All | Application | Create/Edit Group, Team, Channel Set Group Owner Delete Group | Used for creating and editing Groups, Teams, Channels, Planners, and Sharepoint folders. Allows to set the group owner. Allows to delete groups. |
GroupMember.ReadWrite.All | Application Can be Delegated | Create/Edit Group memberships | Used for creating or modifying group memberships for groups. |
Sites.ReadWrite.All | Application | Create Channel Folder, Create List, Create List Item | Used for creating channel folders, and lists and assigning items to the lists in Teams and Sharepoint. |
User.ReadWrite.All | Application | Create/Edit/Delete User | Used for creating, editing and deleting users. |
Permissions for -APIs my Organization Uses-> Microsoft Teams Services
Permission | Type | Operation | Description |
|---|
Region.ReadWrite | Delegated | Read or write user region | This is an API permission found under ‘Request API Permissions’ and the purpose of this permission is not strictly for private channel creation, but rather to read and write users’ regions in their profiles. A dependency for private channel creation in CAM. Find the permission under APIs my Organization uses->Search for Microsoft Teams Services and add this permission. |
User_impersonation | Delegated | Have full access to the Team service. | Needed for private channel creation. Follow the Manifest instructions below in Step 3 to add. The Sharepoint site won’t get created without this. Add this by APIs my Organization uses->Search for User_impersonation and add this permission. |
Optional Permissions
These permissions are optional and can be added based on your firm’s usage of CAM.
Permission | Type | Operation | Description |
AppCatalog.Read.All | Application | Used to get custom app detail from app store | Used to display the iManage Teams application in Teams for example inside a tab in a team |
Calendars.Read | Application | Read Calendar | Used for reading and visualizing the Calendar tab in the CAM Teams App. |
Files.Read.All | Delegated | Read Documents | Used for reading and visualizing the Documents tab in the CAM Teams App. |
Mail.Read | Application | Read Mail | Used for reading mail and visualizing the Calendar tab in the CAM Teams App. |
Notes.ReadWrite.All | Application | OneNote | Read and write all OneNote notebooks and use OneNote in Teams. |
Tasks.ReadWrite | Application | Create, read, update, and delete user’s planner tasks and task lists. | Allows creating, reading and updating planner tasks and lists. |
TeamMember.Read. All | Application | Read Team Members within the CAM Teams app | Read the members of all teams so they can be shown in the CAM Teams app. |
TeamsAppInstallation.ReadForTeam.All | Application | Read the app name | Get the name of app in the app store of Teams. Sets it as a custom tab. |
User.invite.All | Application | Adding/Inviting external users to team and channel | Invite guest/external users to the Teams organization. |
User.Read.All | Application | Read Directory | Used for reading and visualizing the Directory (Person) tab in the CAM Teams App. |
Step 3. Setting Private Channel Creation Permissions in M365
Private Channel
CAM uses Azure AD - Microsoft Graph API - to access resources in M365 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 -
Login to M365 with your Global Admin Access. Go to the “Azure portal”. https://portal.azure.com/#home
Go to Azure Active Directory on the far-left menu bar.
Click on App Registration.
Select the registered app.
Click on Manifest.
On the right side (in the manifest), click within the manifest and scroll down till the end.
On your keyboard, process Ctrl+F to bring up the search bar.
Search requiredResourceAccess
Put comma, after the previous node then copy below node in the List -
{
"resourceAppId": "cc15fd57-2c6c-4117-a88c-83b1d56b4bbe",
"resourceAccess": [
{
"id": "fd7bf697-168c-45be-b7ba-e94b3529deff",
"type": "Scope"
}
]
},
10. Click Save.
11. Now click on API permissions on the left bar.
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.
Click Save and Continue.
Follow the instructions on the page until permissions are granted successfully.
Snapshot of Manifest
Step 4. Setting Service Account Permissions for the use of Microsoft Planner in Teams
Service Account Permission - Use Planner in Teams
Note: 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 member 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.
In the M365 Admin Centre, in the left-hand menu click on Users and then Active Users.
Click Add User. It is recommended to use a generic name such as “Planner User” with an email address of “planneruser@<domain>”
Assign the user a license.
Do not assign any administration permissions or roles. This user should be set up as a standard user.
Record the email address, as you will require this with configuring M365 within the CAM platform.
Configuration in CAM Planner
Follow the steps to create a Planner inside a Channel.
Follow these steps to create a Planner.
Create a Planner Template. Click here to Setup the Planner structure in the template Editor.
Create a Planner on a Teams/Channel using a CSV upload or Request workflow using the Template.
Set up a CSV upload.
Enter the Unique Ids metadata for the M365 creating Teams. Click the CSV parameters for further help.
Sample CSV
Go to the Jobs tab and upload the CSV.
Configure a Request Workflow.
On a successful job execution, the Planner displayed on teams as follows:
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 the creation of planners.
Steps to Set an Additional Service Account in the External System Configuration
Go to Administration.
Click External System Configuration.
Select M365.
Click Edit. The following screen will be displayed:
Step 5. Connecting M365 with the CAM Platform
As a CAM Admin User, log into CAM and click on the Administration Tab.
Select External System Configuration.
Click the M365 tab (if you cannot see the M365 tab, please click on the Settings tab, click on the Active slide under the M365 box, and click Save at the bottom of the screen. If you cannot see the Office 365 box on the Settings page, please contact Prosperoware.Licensing@litera.com)
In the panel for M365 Authentication click the Add New button.
In the window for M365- Add New, type the information in the provided fields, based on the table below,
Column Name | Description |
|---|
Name | The M365 configuration name entered above. Hover your cursor over the name to view the M365URL. |
Updated By | Name of the user who was logged in when the change was made |
Action | Click Edit to edit the configuration set up. The M365- Edit window is displayed. Make the necessary changes and click Update. Click Delete to remove the setup. |
Metadata | Click Manage to edit or update the Metadata to sync. |
The following information will now be available to continue entering in the CAM M365 tab.
Some fields are optional and can be filled if you are choosing to include Sharepoint in the M365 Connection.
Field | Description |
|---|
Name | Enter a name for the M365 configuration. This is a required field. The preferred default name is: M365 SharePoint Online Application ID |
Auth URL | The URL of the M365 portal. This is a required field. This is based on your firm’s implementation of tenants. If you have two tenants (e.g. production and staging or two different CAM instances), select multi-tenant. By default, this is: Multi-tenant - https://login.microsoftonline.com/common/oauth2/v2.0/authorize Single tenant - https://login.microsoftonline.com/(Directory(Tenant) Id)/oauth2/v2.0/authorize
Note: Based on the your selection of singletenant or multitenant the Auth URL will change. Do note these URLs are using OAuth2 authentication.
|
Directory(Tenant) Id | Enter the Directory Id from the Azure Active Directory Portal. Please see Step 1: CAM App Registration in M365 for instructions |
Application Id | Enter the Application (client) ID from the Azure Active Directory Portal. Please see Step 1: CAM App Registration in M365 for instructions |
Application Password | Enter the application password. Please see Step 1: CAM App Registration in M365 for instructions. This is the Client Secret that you saved in Step 1. |
SharePoint URL (applicable if connecting sharepoint) | Enter the SharePoint URL to access. For e.g. https://<sitename>.sharepoint.com |
SharePoint Resource (applicable if connecting sharepoint) | This string is used to connect CAM directly with SharePoint distinguishing from a connection to Teams. SharePoint is the document and data storage platform for Teams but CAM can also just create SharePoint Sites that don't have Teams.
The SharePoint Resource is comprised of three values:
Note the resource string is the same for all systems.
M365TenantId.sharepoint.com. For ex., tenantsite.sharepoint.com or company_name.sharepoint.com The value entered in the Directory (Tenant) Id field above in the table.
The information must be entered in the format 00000003-0000-0ff1-ce00-000000000000/M365TenantId.sharepoint.com@Directory (Tenant) Id |
SharePoint Client Id (applicable if connecting sharepoint) | Format: 2f1af3fc-74b2-4825-b355-591f0abcd3fd |
SharePoint Client Secret (applicable if connecting sharepoint) | Enter the Application Password (entered earlier in the Application Password field above). Application password=client secret |
App Domain (applicable if connecting sharepoint) | This is the following format replacing tenant name with your tenant: |
Redirect URl (applicable if connecting sharepoint) | This is in the following format: https://tenantname.sharepoint.com/default.aspx |
Additional Service Account | If you are using Planner, and you haven’t created a planner user yet, follow this step: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/30244896/M365+with+CAM+configuration#Service-Account-Permission---Use-Planner-in-Teams . This should be listed here. This account should be any account other than the Token user. It can be any user with no specific requirement. |
App Permissions (applicable if connecting sharepoint) | This will set permissions for Sharepoint to work with CAM using an app principal. Before setting these permissions up, get the clientid/secret and appid. Set the required permissions as defined in the tables above. Use the clientid and secret from the Step 1 App Registration section or the ClientId step here if you have not done Step 1. Add the following into the App Permission XML section:
<AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" /> </AppPermissionRequests>
|
Get Token | Click the Get Token button, to log in to the M365 URL specified above. On successful login, the token is displayed here. |
Is Default | Select Yes to set as the default external system. |
Last Refreshed | The last updated date and time when changed. |
Dynamic Group | Select Yes to create a dynamic group in the M365 workspace. Selecting this option will allow you to add multiple users to the to the security list of the workspace. Read dynamic groups for more details to create and add users to the group. |
Default Matter Container | Select the value from the drop down list. The accepted values are - |
M365 Role Mapping
Click Edit Configuration in the Office 365 external System Configuration.
At the bottom, select the CAM Roles. Map them to the Office 365 role permissions.
Click Save.
The configured O365 Authentication(s) displayed in the M365 tab is as follows:
To set up Group Name Rules, see the section below.
To set up Metadata Mapping section, see the section below.
Editing an Existing Configuration
Click the Edit button in the Action column for the section to be edited (Authentication, Group Name Rules, Metadata Mapping).
Make the changes necessary.
Click Save.
Step 6. Group Name Rules in CAM
Group Name Rules
Define the M365 group names rules and format to be applied.
Click the M365 tab.
In the panel for Group Name Rules click the Add New button.
In the window for Add Rule Creator, type information in the provided fields, based on the table below:
Field | Description |
|---|
Is Default | Select Yes to set the workspace name as the default format.
Note: If the workspace name is not specified in the CSV file uploaded via the Jobs tab or in the SQL file uploaded via the Data Uploader, the default workspace name configure over here, will determine the workspace name format.
|
Rule | Enter a name for the rule |
Format | Enter a format for the workspace name to displayed. A sample rule is displayed as the placeholder in the format field. |
Metadata | Select the metadata from the drop-down. The metadata drop down will display both the metadata name and the display name added. To assign a metadata, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. In the corresponding text box, type the metadata value to be matched for the rule to be applied. Select the search operator from the drop-down. You can also combine the two search operators. The Workspace rule will only be applied if the search criteria matches with the metadata defined here. Enter the equivalent metadata on the right side of the equals sign. |
Click Save.
The configured group name rule(s) display in the table with the following columns:
Column Name | Description |
|---|
Rule | The rule name. |
Format | Workspace name format. |
Is Default | The selection sets if the record will be the primary default rule. Is updated based on selection made when adding workspace name. |
Action/ Edit | Click to edit the workspace name and rules. The Edit Rule Creator window is displayed. Make the necessary changes and click Update. Click Delete to delete the rule setup. |
Step 7 Metadata Mapping in CAM
Map the metadata for M365 group with these steps.
Best Practice- Don’t use invalid characters in the metadata creation or mapping.
Click the M365 tab.
In the panel for Metadata Mapping click the Add New button.
In the window for Add Metadata Mapping, type information in the provided fields, based on the table below,
Column Name | Description |
|---|
CAM | Select the metadata from the CAM system to be mapped to M365. |
M365 | Select the metadata from M365 to map to the CAM system. |
Is Unique Identifier | Select Yes to set the metadata value as a unique identifier. When a job is uploaded with a unique metadata, CAM will only modify the M365 workspace(s) that have the unique metadata assigned. If the unique metadata does exist in any of the existing workspace(s), CAM will create a new workspace for the uploaded job. |
Click Save.
The completed metadata displays in the following columns in the table:
Column Name | Description |
|---|
CAM | Metadata from CAM mapped to M365. To assign a metadata, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. |
M365 | Metadata from M365 mapped to CAM. The drop-down will include all the metadata defined in the M365 database. |
Is Unique Identifier | Is updated based on selection made when adding metadata |
Action | Click to edit the mapped metadata. The Edit Metadata Mapping window is displayed. Make the necessary changes and click Update. Click Delete to delete the metadata mapping. |
Adding Guest Accounts to Office365
M365 - Add Guest Account
Guest Accounts can be created in CAM for M365. 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.
Adding Default Passwords on Users for Office365
M365 - User Default Password
When creating users, a default password can be set.
How to create a default password:
In the CSV, add a column for TempPassword.
Put the default password.
Then add a column ForceUserToChangePassword.
Set to 0 if you want the user not to be forced to change this password. Set to 1 to have the user change the password upon first login to M365.
Sample CSV for a Default Password in M365.
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 Content Mover
Read the Content Mover page for more information on how to use Content Mover 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.
[M365 (CSV Parameter)] | [M365 Groups] | [M365 Users] | [CAM within M365 Team Apps]