Microsoft 365 configuration

Posted 12 months ago by Harrison Gowers

Please note:

  • Instructions may vary depending on your Microsoft subscription and settings.
  • Currently only Exchange and OneDrive imports are supported, but more applications will be added in the future.


Requirements:

  • Active Microsoft 365 subscription (E3 and above)
  • Admin access to your organisation’s Microsoft tenant
  • Access to Azure Active Directory


Instructions



Step 1: Access Azure Active Directory




Step 2: Create a new app

  • Click ‘App registrations’ under ‘Manage’ on the left-hand side



  • Click ‘New registration’



  • Enter a Name 
  • Choose the supported account types according to your requirement
  • Under ‘Redirect URL’ select ‘Mobile & Desktop’ as platform 
  • Enter https://app.smartbox.ai/data/connectors in the URL field



  • Click ‘Register’ to create the application



Step 3: Enable Microsoft Graph permissions

  • Go to ‘App registrations’
  • Open the application you have created for the Smartbox connection
  • Choose ‘API permissions’ under ‘Manage’ on the left-hand side



  • Click ‘Add a permission’, select ‘Microsoft Graph’ and choose your required permissions



  • Below are the options for full access to OneDrive and Exchange as guidance:

 


For OneDrive access
For Exchange access
Field
Permission type

Field
Permission type
Files.ReadDelegated

Mail.Read
Delegated

Files.Read.All

Delegated
Mail.Read
Application

Files.Read.All

Application

Mail.Read.Shared

Delegated

Files.Read.Selected

Delegated

Mail.ReadBasic
Delegated
User.ReadDelegated

Mail.ReadBasic
Application

User.Read.All

Application

Mail.ReadBasic.All
Application




Mail.ReadBasic.Shared
Delegated



User.Read
Delegated



User.Read.All
Application


  • Click ‘Grant admin consent for company name’ to approve the permissions

 


Step 4: Create a secret key

  • In App Registrations click ‘Certificates & secrets’ from the left hand side
  • In the ‘Client secrets’ tab click ‘New client secret’



  • Enter a description, set an expiry policy and click ‘Add’ to confirm
  • Make a note of your Secret Value – it can only be viewed once


 


Step 5: Disable security defaults

  • From the homepage of your tenant click 'Properties'



  • Toggle 'Access management for Azure resources' to 'Yes' (Optional)
  • Click 'Manage security defaults'
  • On the window that expands change 'Enable' to 'Disable' and click 'Save'



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