Microsoft SharePoint & Exchange - Case Manager Setup Guidance

Required Configuration

Before this process can begin. The following will be required from the Customer:

• Application (Client) ID
• Client Secret (Secret Value)
• Authority (Tenant) ID

If you do not have the following details you will need to send the customer the following guidance for their IT Department: https://iizuka.kayako.com/article/55-microsoft-sharepoint-exchange-setup-guidance

Setup Configuration

In the Case Manager administration screen, click on Microsoft Configuration:

Select "Add a new Microsoft Configuration". Set the application (Client ID) to match the ID that was generated by the Azure Portal when registering the app. Set the Client Secret to the one that was noted earlier in the process. 

The authority is a URL that indicates a directory from which tokens can be requested. The authority can be one of the following:

• Azure AD cloud authority - https://login.microsoftonline.com/{tenant_id}/
• Azure AD B2C authority - https://{tenant_name}.b2clogin.com/tfp/{tenant_id}/{policy_name}
• Active Directory Federation Service (AD FS) authority - https://{site.com}/adfs/Directory (tenant) ID - {tenant_id} - must be included for Azure AD cloud and B2C authorities.

In the case of configurations based on the App Registered in the previous section of this document, use https://login.microsoftonline.com/{tenant_id}/