dox42 Azure Active Directory Integration

Transcription

1 dox4 Azure Active Directory Integration Fabian Huber Documentation

2 Summary In this document an instruction will be provided how to configure Azure Active Directory (ADD) with dox4, the Server Web and how to integrate ADD into the dox4 Data Map Designer and SharePoint. CONTENTS Summary... Document information... Configuring Azure Active Directory (AAD) App Registration Activation of oauthallowimplicitflow Setting of the Required Permissions Entering the Reply URLs Further information... 8 Configure Azure AD in dox4 Data Map Designer Configure Azure AD Access in Server Web.config Configure SharePoint Configure the Javascript Interface Add the dox4 Javascript Interface to your SharePoint Page Configure the Calls to the dox4 Server... 5 Dynamics 365 CRM... Document information Version:.0 Author: Christian Bauer, Fabian Huber Date: Jan, 08

3 Configuring Azure Active Directory (AAD) For the AAD configuration, only a few settings needed to be made: App Registration Activation of oauthallowimplicitflow Enabling required permissions Entering Reply URL(s). App Registration. Open the Office 365 Admin Center. Go to -> Admin centers -> Azure AD (or click here in order to log in immediately: 3. Click on More services -> App registrations

4 The next step is to create two apps dox4 Add-In (Native app) and dox4 Server (Web app/api): Additional Information: After you have clicked on new application registration, you will be asked to enter the sign-on URL of the application. For the dox4 Server app, enter the URL of your dox4 server, e.g.: You need the following properties for further steps in Chapter and 4: Application ID > is provided after the app registration Reply URLs Tenant > App registrations > Endpoints > WS-FEDERATION SIGN-ON ENDPOINT > Copy the Tenant ID (= GUID) 4

5 ClientKey for dox4 Server: Please follow the next quick steps to generate your ADD-ClientKey for the dox4 Server: Fill out the form and generate an AAD Key by clicking on Save Make sure to COPY the ClientKey, as it will be hidden afterwards and you will not be able to retrieve it: 5

6 . Activation of oauthallowimplicitflow App registrations > select dox4 Server > Click on dox4 Server > Open Manifest Find oauthallowimplicitflow in the list and set value from false to true > Click Save. 6

7 .3 Setting of the Required Permissions Depending on your MS Cloud Applications you are using, please select your permissions accordingly: This instruction shows you how you to set the required permissions: 3.4 Entering the Reply URLs The last step is to enter your dox4 Server URL the URL of the MS Cloud Application from which you want to call the dox4 server 7

8 We added the URLs of the MS Cloud Application SharePoint and Dynamics 365 for Sales (CRM), for instance. And of course your dox4 server. 3 You may use Wildcards (*) Further information 8

9 Configure Azure AD in dox4 Data Map Designer Don t forget to click Consent for dox4 Add-Ins and dox4 Server Access. 3 Configure Azure AD Access in Server Web.config This is necessary to store dox4 Templates and Data-Maps on SharePoint Online. ConfigSection: <configsections>... <section name ="azuread" type ="dox4.core.utils.azureadsectionhandler,dox4core"/> </configsections> Azure AD Section: <azuread> <add </azuread> resource365=" appid=" " tenant=" " clientkey="*********************************" /> 9

10 4 Configure SharePoint 4. Configure the Javascript Interface Your find the Javascript Interface in the dox4 Server Pack (AzureAD_dox4_Javascript_Interface.html). Open the file in a text editor (e.g. Notepad) and insert your tenant, clientid (=App ID) and endpointapiuri. <script src=" <script type="text/javascript"> var config = { instance: ' tenant: '...', // put your Tenant here clientid: '...', // put your App ID here endpoints: { endpointapiuri: ' // your dox4 server url here }, cachelocation: 'sessionstorage' // Could use localstorage as well, but that creates trouble with expiring cookies }; var reportlabel = 'loginstatus'; // Set to null, to switch off reporting The reportlabel is the id of a html label to display status information. If you don t have such a label, or don t want to display this information, just set reportlabel = null; 0

11 4. Add the dox4 Javascript Interface to your SharePoint Page On your SharePoint site add a Script Editor Web Part: Add a Web Part > Media and Content > Script Editor Click EDIT SNIPPET and paste the whole html of the Javascript Interface.

12 4.3 Configure the Calls to the dox4 Server One option is to add an HTML Button to the Page (e.g. add it to the javascript Interface): <input id="call4" type="button" value="call dox4 Server" onclick="dox4rest(' n=generatedocument&doctemplate= ');" /> Second option is to add a custom action via SharePoint Designer: 5 Dynamics 365 CRM To call dox4 Server from CRM you can add the AzureAD_dox4_javascript_interface to your CRM solution as a webresource. Then you can insert the webresource into a page using the page-editor.