Office 365 Integration

This integration enables the flow of data from Office 365 directly into IT Glue. Tenants, Users and Mailbox information will sync automatically, staying accurate and up to date. 

Benefits of this integration include:

  • Managing the options of your Office 365 asset including manual syncing and comparing data between IT Glue and Office 365
  • Jump from IT Glue to a User List in the Tenant Portal when you click Manage on a synced Contact
  • Viewing logs related to your Office 365 integration in the Sync Logs 

At any time, you can come back to the Active Integrations screen (Account > Integrations) to make changes to the integration.

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at Office 365 Field Mapping.

Prerequisites

  • Manager or Administrator access to IT Glue
  • One free data source
  • Microsoft Cloud Partner certified to offer delegated administration
  • Delegated admin permissions to each of your clients' Office 365 tenants through your own Office 365 admin portal, rather than direct logins to their admin portals
Note: The Office 365 integration does support direct logins to client admin portals, but integrating in this way requires an additional data source, and following the steps in this article, for each client you wish to integrate.


Create an Azure Active Directory Application

Before integrating your Office 365 Tenants into IT Glue, you need to create an application through the Azure Active Directory Admin Center. 

 The following steps must be completed to create your application:

Create Application

  1.  Sign in to your Office 365 Account.

    MS_sign_in__3_.png


  2. On the left hand sidebar, expand Admin centers and select Azure Active Directory.

    Azure_active_directory.png

  3. Select App registrations.

    Select_app_registrations.png

  4. Select New application registration.

    New_Application_registration__1_.png


  5. Provide a name and URL for the application. Select Web app / API for the type of application you want to create. After setting the values, select Create.

    Create_ITG_Integrations.png

    You have created your application.

Get Application ID 

  1. From App registrations in Azure Active Directory, select  View all applications

    view_all_apps.png

  2. Select your application.

    Select_App.png

  3. Copy the Application ID and store it in IT Glue.

    Azure_application_id__1_.png

Get Authentication Key

  1. To generate an authentication key, select Settings.

    Key_Settings.png

  2. Select Keys.


    select_keys.png

  3. Provide a description and a duration for the key. When done, select Save.

    ITG_Key_description.png

  4. After saving the key, the value of the key is displayed. This is your Secret Key. Copy this value because you are not able to retrieve the key later. You provide the key value with the Application ID to sign in as the application. Store the key in IT Glue.

    ITG_Key.png


Add Permissions

You will need to add API access to complete the application. The APIs you need are Windows Azure Active Directory, which is automatically added when you create the application, and Microsoft Graph.

  1. To edit the Azure Active directory and add APIs, select Settings.

    Key_Settings.png

  2. Select Required Permissions.

    required_permissions.png

  3. Click Windows Azure Active Directory.

    Azure_req_permissions.png

  4. Under Application Permissions, select Read and write directory data. Under Delegated Permissions, deselect Sign in and read user profile. Click Save.



  5. Click Grant Permissions to save your changes.
  6. To add an API, select Settings.

    Key_Settings.png

     Add_permissions.png 

  7. Select Add.  
    requied_permissions.png 
  8. Select the API to add. Click Select.

    Add_API.png
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  9. Select permissions. 

    MG_permissions.png
  10.  You will need to add the following permissions for Microsoft Graph:
        - Read all usage reports
        - Read directory data
        - Read all users full profile


    Screen_Shot_2018-08-22_at_2.41.10_PM.png

    microsoft_graph_access.png

  11. Select Done

    Add_done.png


  12. Select Grant permissions to save your access choices.

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  13. Select Yes.

    Grant_permissions_modal__1_.png

    Required_permissions_2.png


  14. After granting permissions, visit the "Properties" page in the configured Application, and set Multi-tenanted to On.

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Get Tenant ID

  1. Select Azure Active Directory.

    Azure_active_directory_2.png

  2. To get the tenant ID, select Properties for your Azure AD tenant. Copy the Directory ID. This value is your Tenant ID. Store the Tenant ID in IT Glue. 

    Tenant_ID.png

  3. Use the Application and Tenant ID, and Secret Key to start your Office 365 Integration. 

To Integrate Office 365 with IT Glue

  1. Navigate to Account > Integrations and choose Office 365

    Office_365_select.png


  2. Enter your application sign in information and click Connect.

    Sync_Data_3.png

  3. After you enter your Office 365 sign in information in IT Glue, you'll be taken to the following screen:

    SAve_and_continue.png

  4. From the Sync your data with Office 365 screen, tell us how much of your data to sync. By default, recommended options are listed first. Your options may look different than in the screenshot above.

    Note: As a best practice, we recommend you only select the user subscriptions that you actively manage.
     
  5. Click Save and Continue. The sync will be automatically queued.

  6. By default, newly queued syncs are scheduled to take place one hour later.

    You can use the manual sync option to prioritize the sync to start sooner. From the Active Integrations screen (Account > Integrations), click Actions and then Start Manual Sync.

    O365_Manual_Sync.png

  7. From the Active Integrations screen, you can see the overall sync status. When the sync is complete, the status column changes from Syncing... to OK.

    Office_365_Syncing.png

    Office_365_OK.png

    Note: If you have a Microsoft Partner Network account with access to multiple tenants, disconnecting an Office 365 integration will not remove Admin privileges from your configured application. Remove these Admin privileges yourself or delete the configured application if no longer needed.  

View Synced Contacts

IT Glue discovers tenants and users and tries to match them to data in your account. The matching logic is at the top of this article. Anything that isn't automatically matched will need to be manually actioned.

  1. From Account > Integrations, click on Actions and then Matching.

    Sync_settings_O365_2.png

  2. Start with the Unmatched filter to review unmatched organizations.

    unmatched_2.png

  3. If you're happy with any suggested match, click Accept Suggestion to accept it, or, you can search for and choose a different organization using the Match To column. You can also choose to ignore organizations, which means they won't count as unmatched items in subsequent syncs.

    Warning. If you don't see an organization, you can choose the Create Organization action to create (import) it. But make sure there is nothing to match first, so that you don't create a duplicate organization.

    create_org_2.png

  4. Keep going through all your unmatched organizations until they are all matched.

  5. If you change your mind about any of the matches, click Actions, choose Change Match, and then manually search for and choose a different organization.

    Change_matching.pngchange_match.png



    Matching Criteria

    Standard rules are used to associate Office 365 data to data that is already in your account. The sync will discover and attempt to associate data coming from your Office 365 to data in IT Glue (PSA, imported, or manually entered data) based on the following rules:

    Rule

    Matches on

    Organization

    Name field exact match. If no exact match, suggests organizations based on name pattern recognition for manual matching.

    Contacts

    Email

     

  6. If there are no unmatched contacts, select the Matched filter. 

    Unmatched_O365.png

    365_Tenant_matching.png

  7. Click on the matched Tenant. This will take you to the matched Organization. 

    ITG_Contacts_select.png
     
  8. Choose the contact you want to view.


    ITG_Contacts.png

 

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Next steps, continue on to the Office 365 License Integration.

 

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