Connector for Microsoft 365 and Teams - Overview of the configuration

Requirements

  • Intrexx Steady Track 10.4.0

  • Licensed Connector for Microsoft 365 and Teams - the license must be assigned to the portal in which the connector is registered.

  • Account for Microsoft 365 Business / Personal (with restrictions)

Register Intrexx at Microsoft Azure

To be able to access Microsoft 365 from the Intrexx portal, you must first register your Intrexx portal as an app at Microsoft Azure.

By registering Intrexx as an app with Microsoft Azure, Intrexx gains access to Microsoft 365.

Your Microsoft 365 subscription includes a subscription to Entra ID (formerly Azure AD), so you can integrate Microsoft 365 with Entra ID (formerly Azure AD) if you want to synchronize passwords or set up single sign-on with your local environment.
You can find further information on this under the following link: https://docs.microsoft.com/de-de/microsoft-365/enterprise/azure-integration?view=o365-worldwide

Detailed information on registering Intrexx in Microsoft Azure can be found in the section Registering Intrexx Portal as an app in Microsoft Azure.

Set login from Intrexx to Microsoft 365

You can define several options for the login of Intrexx users to Microsoft 365 in Connector for Microsoft 365 and Teams.

  1. Login to Microsoft 365 via the browser

    With this login variant, a browser window opens when the portal user performs an action, such as accessing Microsoft 365 data.

    If you choose this option, you must ensure that pop-ups are not blocked in the browser.

  2. Login via a static user account

    With this login variant, an Intrexx user is assigned an (impersonal) Microsoft 365 user. This means that all accesses from the Intrexx portal to Microsoft 365 are carried out via the assigned Microsoft 365 user.

  3. Login via a service account

    After you have registered Intrexx as an app in Microsoft Azure, a service account is available in Microsoft Azure, which you can use to access Microsoft 365.

    So that you can log in to Microsoft 365 from Intrexx with the service account, the service account must be assigned to an Intrexx user. When you register the Connector for Microsoft 365 and Teams, Intrexx automatically creates such an assignment. This assigns the administrator to the service account. However, you can also assign other users to the service account.

Overview of the required actions

In order for the connection between the Intrexx portal and Microsoft 365 to work, you must perform activities in both Microsoft and Intrexx. In connection with Microsoft, the activities relate to Microsoft Azure. You need to register your Intrexx portal as an app there. The following graphic provides you with an overview of the actions that you need to perform in Microsoft Azure and Intrexx: