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
- Go to Microsoft Azure: https://portal.azure.com/
- Open 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.Read | Delegated | 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.Read | Delegated | 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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