Add a Microsoft Office 365 data source

To add a Microsoft Office 365 data source in the Intrexx Portal Manager, please proceed as follows:

  1. Open the "Integration" menu.

  2. Select "Connector for Microsoft Office 365" under "Consume data".

    Add data source

  3. Click on "New Microsoft Office 365 data source"

    or

    right-click and select "New data source" from the context menu.

    The "General" dialog will open.

    Enter redirect URL

    Name

    Description

    Name

    Enter a name for the new handler here. The name may only consist of letters [a-zA-Z] and numbers [0-9].

    Description

    You can provide a description for the connection here. This description is purely informative.

    Redirect URL

    Enter the redirect URI here, which you stored when registering your Intrexx portal as an app in Microsoft Azure. (For more information, please refer to the chapter Register your Intrexx portal as an app in Microsoft Azure.)

    Redirect URI

    The redirect URI is composed as follows:

    <Base URL>/oauth2/token/msexchange

    The redirect URL for the base URL "https:/exampleportal.com/" looks as follows:

    https:/exampleportal.com/oauth2/token/msexchange

    Note You can find the base URL via the "Portal" menu -> "Portal properties".

    Timeout

    A timeout for the connection between the Intrexx portal and OneDrive can be set here. The timeout only applies if you activate the "Active" checkbox.

  4. Click on "Next".
    The "OAUTH2 settings" dialog will now open.

    The connection between Intrexx and Microsoft Office 365 is made via the OAuth2 protocol. More information about OAuth2 is available from the following links:

    Client ID and client secret

    Names

    Description

    Register app on www.microsoft.com

    		Click on the globe symbol to open the Azure portal in the browser.

    You can log in to Microsoft Azure and register your Intrexx portal as an app.

    APPLICATION ID (CLIENT ID)

    Static

    		Enter the client ID that was generated while registering your Intrexx portal as an app in Microsoft Azure.

    (For more information, please refer to the chapter Register your Intrexx portal as an app in Microsoft Azure.)

    From user management

    The client ID can be stored for each user in a field in the "User" module. Select the corresponding field here.
    Please note that in this scenario, every user needs to add Intrexx as an app in Microsoft Azure because every user needs their own client ID.

    From group attribute

    The client ID can be stored for each user group in a field in the "Users" module. Select the corresponding field here.
    Please note that in this scenario, every user group needs to add Intrexx as an app in Microsoft Azure because every user group needs its own client ID.

    APPLICATION SECRETS (CLIENT SECRET)

    Static

    		Enter the client secret that was generated while registering your Intrexx portal as an app in Microsoft Azure.

    (For more information, please refer to the chapter Register your Intrexx portal as an app in Microsoft Azure.)

    From user management

    The client secret can be stored for each user in a field in the "User" module. Select the corresponding field here.
    Please note that in this scenario, every user needs to add Intrexx as an app in Microsoft Azure because every user needs their own client secret.

    From group attribute

    The client secret can be stored in a field in the "Users" module for each user group. Select the corresponding field here.
    Please note that in this scenario, every user group needs to add Intrexx as an app in Microsoft Azure because every user group needs its own client secret.

    MICROSOFT GRAPH PERMISSIONS (SCOPE)

    Static

    Enter the client ID that was generated while registering your Intrexx portal as an app in Microsoft Azure.
    Please note that the permissions of the Office 365 user are the deciding factor when accessing OneDrive. If you give your Intrexx portal full access to OneDrive here but the portal user/Office 365 user only has read access to the OneDrive, then the read access of the Office 365 user "wins".

    You can enter the following permissions in the field:

    • Files.Read the user can read his/her files
    • Files.Read.All the user can read all files that he/she have permission for
    • Files.Read.Selected the application can read files that the user selects (preview)
    • Files.ReadWrite the user can read/write his/her files
    • Files.ReadWrite.All the user can read/write all files that he/she have permission for
    • Files.ReadWrite.Selected the application can read/write files that the user selects (preview)
    • Files.ReadWrite.AppFolder the application can read/write files in the app directory
    • offline_access Optional if the Microsoft Office 365 session of the portal user should be refreshed automatically after it has expired

    Enter the permissions one after another and separate them with a space.

    Example

    offline_access Files.ReadWrite.All Files.ReadWrite.AppFolder Files.ReadWrite.Selected User.Read

    From user management

    The scope can be stored for each user in a field in the "User" module. Select the corresponding field here.

    From group attribute

    The scope can be stored for each user group in a field in the "User" module. Select the corresponding field here.

  5. Specify the corresponding information.

  6. Click on "Next".
    The "Connection test" dialog will open.

  7. Click on "Log in to Microsoft Office365".
    A notification will appear.

  8. Confirm this with "OK".
    The browser will open with a login box.

  9. Log in to Microsoft.
    You will now be in your Intrexx portal.

  10. Go back to the "Connection test" dialog and click on "Test".

    The result of the connection test is shown in the "Output" area.

    The status code 200 is shown if the connection was successful.

  11. Click on "Next".
    Das Dialogfenster "Office365 Ordner" wird angezeigt.

    Configure access to OneDrive folders

  12. Click on "Add folder". The "Folder selection" dialog will open.

    In this dialog, you can define which OneDrive folders should be access via the Intrexx portal. You need the OneDrive ID and folder ID of the folder that you would like to access. You can identify the OneDrive ID and folder ID in one of two ways:

    • Microsoft Graph

      Microsoft Graph is a web tool from Microsoft that allows you to query data from OneDrive, among other things. You can log in to Microsoft Graph with your Microsoft 365 user data (https://developer.microsoft.com/en-us/graph/graph-explorer). You can make queries to OneDrive here. For example, you can click on "GET all the items in my drive". Afterwards, all IDs of your OneDrive accounts will be shown, among other things. You can copy these to the "Folder ID" und "Drive ID" fields in the "Folder selection" dialog.

    • Search for folder

      This button opens a dialog where you can search for folders in your OneDrive account and then select the corresponding folder.

    The following will describe how to identify the OneDrive ID and folder ID via the Search for folder

  13. Click on "Search for folder". A notification will appear.

  14. Click on "Microsoft OneDrive folder". The "Folder selection" dialog will open. This dialog helps you search for folders on OneDrive.

    Name

    Description

    Folder name

    You have the following options when searching for folders on OneDrive:

    • - Enter * to list all folders that are on OneDrive.

    • If the field is left blank, the root folders will be displayed (corresponds to a search for "root").

  15. Click on "Search for folder". The search results are shown.

  16. Select the corresponding folder from the list.

  17. Click on "Finish". You will return to the "Folder selection" dialog. The entries from the selected entry will be shown.

    Name

    Description

    Folder name

    The OneDrive folder that the Intrexx portal will access is shown here.

    Intrexx folder key

    Enter a unique name for identifying the Microsoft OneDrive folder. Intrexx generates a suggestion based on the folder name in OneDrive. You can edit this as needed. The folder key may only consist of capital letters, numbers, hyphens and underscores. It is only used to identify the folder in Intrexx.

    Folder ID

    The ID of the folder on OneDrive is shown here.

    Drive ID

    The OneDrive ID is shown here.

  18. Click on "Finish". You will return to the "Office365 folder" dialog.

  19. Click on "Next". The "Service users" dialog will open. You can define a service user here, if required. Service users are required for data groups / processes where all access needs to take place using a technical Microsoft Office 365 service user.

  20. Click on "Finish". You will return to the "Connector for Microsoft Office 365 sources" page.

    You have added a Microsoft Office 365 data source.