M365

CAM App Registrations This process allows adding the CAM App (by Litera) via the Azure Acti”: entra.microsoft.com Go to Applications in the far-left hand menu. Click on App registrations on the left-side bar. If the App registrations are not visible, you can use the steps under the Enterprise applications section instead. 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 URL, you will have to select the “Web” option from the dropdown list that displays. Redirect Endpoint URI's For full whitelisting details visit: Region URI UK(prosperoware.co.uk) (eu-west-2) https://5cerfmm2b5.execute-api.eu-west-2.amazonaws.com/v1/cam/auth/redirect EU(prosperoware.eu) (eu-west-1) https://y20ve77is6.execute-api.eu-west-1.amazonaws.com/v1/cam/auth/redirect US East (prosperoware.io) https://90uqmfzsbl.execute-api.us-east-1.amazonaws.com/v1/cam/auth/redirect Apac(Singapore)(camapac.com) (ap-southeast-1) https://c9efufodx8.execute-api.ap-southeast-1.amazonaws.com/v1/cam/auth/redirect US West(Oregon)(camuswest.com) https://1aj9ofu8f8.execute-api.us-west-2.amazonaws.com/v1/cam/auth/redirect Australia (Sydney)(pwcamau.com) (ap-southeast-2) https://43b9imoxzb.execute-api.ap-southeast-2.amazonaws.com/v1/cam/auth/redirect Canada(Central)(pwcamcanada.com) https://5y7l4fx7x1.execute-api.ca-central-1.amazonaws.com/v1/cam/auth/redirect 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. Enterprise Applications If a user doesn’t have access in the Entra portal to App registrations, they can use Enterprise applications instead. Click on Enterprise Applications fromApplications on the entra.microsoft.com portal. Click New Application. Click the button tab on top called Create your own application. Put a friendly name like CAM Azure proxy. Click on Register an Application to integrate with Microsoft Entra ID Follow the steps under App registrations above, starting from Step 5.

Microsoft Graph Permissions in M365 The following permissions will need to be enabled in the Entra Portal. Go to "Entra Portal" entra.microsoft.com. Select "App registration" in the left sidebar. Select the registered app. Select "API permissions" in the left sidebar. To configure new permissions, select "+ Add a permission" Select "Microsoft Graph" Now add Delegated and Application Permissions provided below, by either clicking Delegated or Application on the screen, and filtering for the permission. Select "Add permissions" and select "Grant admin consent for <user admin>" Click on "Add permissions" and select "Grant admin consent for <app admin>" Click on "Add permissions" and select "Grant admin consent for <teams admin>" Application Permissions Permission Required =✅ Optional= X Operation Description AppCatalog.Read.All X 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.All X Read Calendar Used for reading and visualizing the Calendar tab in the CAM Teams App. Channel.Create.All ✅ Create channel Used for creating a channel. Used in conjunction with Group.ReadWrite.All. ChannelMember.ReadWrite.All ✅ Add Channel Members Used for assigning and reassigning team channel members. Files.ReadWrite.All ✅ Get Channel SharePoint Folder, Create Channel Folder Used for file creation and editing in channels or sharepoint. Needed if you use Content Mover. Not needed if you don’t use Content Mover. Can also be delegated. Group.ReadWrite.All ✅ Create/Edit Group, Team, Channel Set Group Owner Delete Group Used for creating and editing Groups, Teams, Channels, Planners, and Sharepoint folders. Allows setting the group owner. Allows for the deletion of groups. GroupMember.ReadWrite.All ✅ Create/Edit Group memberships Used for creating or modifying group memberships for groups. Can also be delegated. Mail.Read.All X Read Mail Used for reading mail and visualizing the Calendar tab in the CAM Teams App. Sites.ReadWrite.All ✅ Create Channel Folder, Create List, Create List Item Used for creating channel folders, lists, and assigning items to the lists in Teams and SharePoint. To create lists, you will need to add the Sites.Manage.All permission. Tasks.ReadWrite X Create, read, update, and delete user’s planner tasks and task lists. Allows creating, reading and updating planner tasks and lists. TeamMember.Read. All X 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 X Read the app name Get the name of app in the app store of Teams. Sets it as a custom tab. If using the iManage app in Teams, they will need this permission. User.invite.All X Adding/Inviting external users to team and channel Invite guest/external users to the Teams organization. User.Read.All X Read Directory Used for reading and visualizing the Directory (Person) tab in the CAM Teams App. User.ReadWrite.All ✅ Create/Edit/Delete User Used for creating, editing, and deleting users. You cannot delete a user without the Global Admin or User Admin role. If Group.ReadWrite.All, Channel.Create and User.ReadWrite.All permissions (all three) are not provided, then Directory.ReadWrite.All is needed to be delegated and enabled. Delegated Permissions Permission Required =✅ Optional= X Operation Description AllSites.FullControl X Manage sharepoint sites This gives full control to manage Sharepoint site collections Files.Read.All X Read Documents Used for reading and visualizing the Documents tab in the CAM Teams App. Notes.ReadWrite.All* X OneNote Read and write all OneNote notebooks and use OneNote in Teams. *Read the OneNote permission section below to change this permission type if you already have this setup. Region.ReadWrite.All Under APIs my Organization Uses-> Microsoft Teams Services ✅ 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 Under APIs my Organization Uses-> Microsoft Teams Services ✅ 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. OneNote Permission Change Steps Effective March 31, 2025, the Microsoft OneNote API does not support the Application permission type for the OneNote permissions including Notes.ReadWrite.All. This warning note can be read on Microsoft here. If you as a CAM user, utilize OneNote, and get the error “The request does not contain a valid authentication token. This API will no longer support app-only tokens starting from March 31, 2025”, you will need to perform the steps below. The steps to modify the Application permission type to the supported Delegated permission type are: In the Azure Portal, browse to Microsoft Entra ID from the Search bar. Expand Manage, and click on App Registrations on the left navigation bar. Click on Owned Applications or All applications, and find your cam application. Click the link. Upon loading, on the left navigation bar, click API permissions. Click on Microsoft Graph. On the top of the window, there are two boxes Delegated permissions, and Application permissions. Application permissions will be already set for the Notes.ReadWrite.all if you click the Application Permissions box and scroll down. We want to change this. To change, click the Delegated permissions box on the top of the window. In the search, find Notes.ReadWrite.All. If the search is not working, scroll down to the Notes Section, expand it to find the permission. Check the box making it blue to enable as delegated. Click Update permissions. A message on the upper right will update saying it Successfully saved permissions. On the page that displays for Configured permissions, click “Grant Admin consent for your tenant”. Confirm this action by selecting Yes. Open CAM, and browse to Administration-> External System Configuration-> Office365 Click Edit on your system connection that we modified the permission for. Click Get Token on the Get Token line item. Pick the account used to sign in for Office365. Check “Consent on behalf of your organization”, and Accept. This generates the refresh token. Click Update on the External System Configuration, and OneNote will work as expected, and the External System will show a green status.

Private Channel Permissions 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

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: Group owners do not have access to Planners. 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: Warning: Ensure the Additional Service Account is set in the External System configuration.

Connecting M365 with the CAM Platform To add a New M365 Connection to the CAM Platform  As a CAM Admin User, log into CAM and click on the Administration Tab.  Select External System Configuration. Click the Office365/ M365 tab, depending on how your tab was named (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 the Support team.)  In the panel for M365 Authentication, click the Add New button.  Add the following information based on your needs. Required fields are labeled required. Column Name Description Required? Name Enter a name for the M365 configuration. If the name is not valid, the M365 Unique Id is displayed. Required Is multi tenant? 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. Pick One Directory(Tenant) Id Enter the Directory Id from the Azure EntraId Portal. Please see Step 1: CAM App Registration in M365 for instructions  Required Client Id Enter the Client ID from the Azure EntraId Portal. This may be also called the application id.  Please see Step 1: CAM App Registration in M365 for instructions  Required Client Secret Enter the client secret from the Azure EntraId Portal. Please see Step 1: CAM App Registration in M365 for instructions. This is the Client Secret that you saved in Step 1. Required SharePoint URL (applicable if connecting sharepoint) Enter the SharePoint URL to access. For e.g. https://<sitename>.sharepoint.com Optional, applicable if connecting sharepoint Is Sharepoint Permissions on Entra Enabled EntraId Settings If using Entra ID for SharePoint, and confirm Entra Id is configured in the client Office365, click Yes. The options update where the client secret, key and name disappear as these are not needed. Set No if you are using the Azure AD or the old methods of authentication. Do note the old Azure ACS authentication method is retired, per Microsoft. A benefit of using Entra is you don’t need to re-register the client application each year to prevent token expiry. Steps to enable EntraId In your Entra ID portal: Go to Applications-> App registrations Confirm your application has been setup per this page already. Go to Permissions. Add a permission and select the SharePoint icon on the screen. Set it as Delegated, and access to “Sites.Manage.All” Then get your token, and go through this configuration set of steps in the table. On the “Is SharepointEntraEnabled” option select yes. Options in the panel change, enter the site URL and the token. Hit validate and you are ready to save the config. Optional, applicable if connecting sharepoint 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: The resource string: 00000003-0000-0ff1-ce00-000000000000 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. If the Azure AD tenant is set for single tenant mode only, the SharePoint resource string does not require the @directory_or_tenant_id component, but it never hurts to include it.  The information must be entered in the format 00000003-0000-0ff1-ce00-000000000000/M365TenantId.sharepoint.com@Directory (Tenant) Id Optional, applicable if connecting SharePoint SharePoint Client Id (applicable if connecting sharepoint) Go to: https://tenantname-admin.sharepoint.com/_layouts/15/appregnew.aspx Fill out the form to register a new App. Copy Client Id and enter into the SharePoint Client Id. Format: 2f1af3fc-74b2-4825-b355-591f0abcd3fd Optional, applicable if connecting sharepoint SharePoint Client Secret (applicable if connecting sharepoint) Enter the Application Password (entered earlier in the Application Password field above). Application password=client secret Optional, applicable if connecting sharepoint Planner Owner User Email This is the email to set as the owner for any planners that CAM may provision, or move or copy. Optional, applicable if integrating with Teams Is Default Sets if this is the default M365 connection in CAM. Select One Sync Users and Groups from Microsoft Entra Id If this is set to yes, the connection allows users and groups to be synced from Entra Id Select One Enable Sharepoint Integration If this is set to yes, then sharepoint sites can be configured to be synced from M365 or provisioned. Select One Enable Microsoft Teams Integration If this is set to yes, then Teams can be configured to be synced from M365 or provisioned. Select One Enable OneDrive Integration If this is set to yes, then onedrives can be configured to be synced from M365 or provisioned. Select One Show Scopes After getting the token, you can click Get Scopes to confirm all the Microsoft Graph permissions and Entra Permissions needed for CAM are enabled accordingly. Required and granted permissions display in green, required and missing permissions show in red. Granted permissions that aren’t required and optional are shown in yellow. Required Permissions should be: Required List of M365 Permissions Optional Permissions are: Optional List of M365 Permissions Optional Get Token Click the Get Token button, to log in to the M365 URL specified above. On successful login, the token is displayed here. We also show when the token expiry is on. Note: The default validity of the refresh token is 90 days which means the customer has 90 days until they need to generate a new token. An organization can extend the refresh token validity using the PowerShell scripts. For more details on configuring refresh token, refer to the following links: Customers will need to set a reminder for themselves re-authenticate the token after the designated token expiration date Required Continue to the next page by clicking Save and Go to Next Step. Follow the steps for Creating the role mappings below. Creating or Editing M365 Role Mapping  This section allows mapping roles between M365/EntraId to CAM. Roles in each system are different and need to be mapped so the rights and roles for each role are applied. Click Edit Configuration in the Office 365 external System Configuration.  Go to the next step on page 2. At the bottom, select the CAM Roles. Map them to the Office 365 role permissions.  Member  Owner   Click Save and Go to Next Step to do the EntraId Field Mapping EntraId Field Mapping We now support mapping EntraId fields to CAM fields, in addition to the role mapping described above. On this step, relevant EntraId fields are imported from the connection, and the user can select where they map to in CAM. Sample fields display to show what this looks like. Select the CAM value from each dropdown. If you have a custom EntraId field, select the Add New Field button, enter the EntraId field, and map it to the CAM field. When done, click Save and Continue to review. A review and confirm screen displays, and this is the final review before the M365 Connection is added.

Default Property Mappings This feature allows to set default mappings for all systems or all EntraId connections. Inside the External System Configuration panel, click the Default Property Mappings button on the upper right side. On the window, add any fields that need a default global value set, so that, as a fallback, if there is no mapping setup on a specific external system, that value would be used. To add a new property, click the Add New Property button, and enter the CAM field and Value. These defaults can be assigned to all property users, or you can select specific users and groups. Click Save Default Property Mappings, and any mappings that get used from then on will look at those defaults if they match.

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. Tip: The naming format is suggested as "Client ID- Matter ID- Matter Name" {@ClientId@ - @MatterId@ - @MatterName@} 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. To add more than one metadata to the rule click the '+' sign at the end of the text box. Select the search operator from the drop-down. You can also combine the two search operators. AND: Use AND to search and include all the selected metadata values. OR: Use OR to broaden your search criteria. 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 the red minus sign to remove a row of metadata. 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.

Metadata Mapping 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. Tip: Another method to access the Metadata Mapping screen is to click the Manage button in the metadata column in the M365 Authentication section for a particular M365 site. From there, you can view metadata configured, and click Add Metadata, which is the same as the Metadata Mapping section. 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.

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.

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.