How to Setup SharePoint

1. This document is intended to help our customers set up SharePoint document storage for Case Manager and also allow for optional configuration of email sending from Exchange instead of IIZUKA's standard SMTP mail sending.
   
   
2. In order to interact with SharePoint and Exchange, Case Manager requires permissions to be granted on behalf of users in the customer organisation. An administrator within the organisation will need to register an application within the Microsoft Azure platform and grant permissions for that application. The details of that application will then be configured within the administration area of Case Manager to access the appropriate resources when needed.

App Registration

Registering your application establishes a trust relationship between a Case Manager application and the Microsoft identity platform. The trust is unidirectional: the app trusts the Microsoft identity platform, and not the other way around.

Follow these steps to create the app registration:

1. Sign in to the Azure portal.
2. If you have access to multiple tenants, use the Directory + subscription filter in the top menu to select the tenant in which you want to register an application.
3. Search for and select Azure Active Directory.
4. Under Manage, select App registrations, then New registration.
5. Enter a Name for your application. We recommend a meaningful name such as 
6. Specify who can use the application. Select "Accounts in this organisational directory only".
7. Leave Redirect URI (optional) blank.
8. Select Register to complete the initial app registration.

When registration completes, the Azure portal displays the app registration's Overview pane, which includes its Application (client ID). Also referred to as just client ID, this value uniquely identifies your application in the Microsoft identity platform. We'll need this to be entered in the Case Manager admin screens later.

Add Credentials

Credentials are used by Case Manager to access Case Manager's web API. This prevents the need for users in your organisation to enter credentials each time they interact with the system.

The client secret, known also as an application password, is a string value this app uses to identify itself with Case Manager. Select your application in App registrations in the Azure portal.

1. Select Certificates & secrets > New client secret.
2. Add a description for your client secret.
3. Select a duration.
4. Select Add.
5. Record the secret's value for use in your client application code - it's never displayed again after you leave this page.

Permissions

The following permissions are required:

• Directory.ReadWrite.All
• Files.ReadWrite.All
• Mail.ReadWrite
• Mail.Send
• User.Read

To grant these permissions, click on API permissions on the left-hand menu. Click on the Microsoft Graph, then select Application Permissions. Search for and tick each of the permissions, then select Add permissions.

Configuration within Case Manager will normally be carried out by IIZUKA staff. However, some resellers or customers who have had administration training may wish to configure this themselves.