Office 365
    • 12 Nov 2024
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    Office 365

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    Article summary

    The Office 365 integration allows you to sync SysAid with your Office 365 account so you can automatically log in to SysAid whenever you are logged in to Office 365.

    For this integration to work, you must be running SysAid 16.1.25 or higher.

    Note:

    You cannot activate this integration if another single-sign-on integration has already been enabled for SysAid.

    Set up Office 365 integration in SysAid

    The first step to enabling your Office 365 integration is configuring certain parameters from SysAid's Office 365 integration page. Speak to your account manager to ensure that Office 365 is added to your available integrations.

    Note:

    Only an admin with SysAid Administrator permissions can set up this integration.

    Configure Callback URL and Issuer in SysAid

    To configure Office 365 parameters in SysAid:

    1. Navigate to Settings > Integrations > My Apps.

    2. Click the gear icon on Office 365.

    3. In the Office 365 Callback URL field, enter https://<SYSAID URL>/addons/office365/jsp/consume.jsp.
       IntegrationOffice365parameters1.png

    Generate the Federation Metadata URL

    1. Login to the Azure Active Directory admin center: https://aad.portal.azure.com.

    2. From the left pane, select Azure Active Directory.

    3. From the left pane, select App Registration.

    4. Click New Registration.
       IntegrationOffice365NewRegistrationNewRegistration2.jpg

    5. In the Name field, enter a name for the application (for example "SysAid Login").

    6. Click Register.
       IntegrationOffice365RegisterApplication1.jpg

    7. Click Manifest.

    8. Search for the signinurl parameter.
       IntegrationOffice365SignInURL.jpg

    9. Change the parameter to the callback URL you set in SysAid. Make sure it's enclosed with quotes.
       IntegrationOffice365NewSignInURL.jpg

    10. Click Save.

    11. Select Overview > Endpoints.
       IntegrationOffice365EndpointsNEW.jpg

    12. In the Federation Metadata Document URL field, click  IntegrationOffice365Copy.jpg to copy the URL.
       IntegrationOffice365FederationMetaDataDocNEW.jpg

    13. Back in SysAid, paste the contents of the copied field into the Federation Metadata Document URL field.
       IntegrationOffice365parameters2.png

    Fill in the App ID URI field and copy the Application ID

    1. Click X to close the Endpoints screen.

    2. From the side panel, select Authentication.

    3. Click Add a platform.

    4. Click Web.
       IntegrationOffice365Web.png

    5. In the Redirect URI column, add your SysAid account URL.

    6. Click Configure.
       IntegrationOffice365RedirectURL.png

    7. Click Expose an API.

    8. Find the Add an Application ID URI and click Set.

    9. Click Save.

    10. Copy the string after api://.
       IntegrationOffice365ExposeAnAPI.png

    11. Paste the string in the Office 365 Issuer field in SysAid.

    12. Click Save.

    13. Add an optional claim (this step is required when the 'Sync user based on email address' field in the integration setup page is set to Y):

      1. In Azure, from the side menu, click Token configuration.

      2. Click Add optional claim.

      3. In the Token Type area, select SAML.

      4. In the Claim column, select email.

      5. Click Add.
         IntegrationOffice365AddOptionalClaim.png

    14. Click Save.

    Enable the integration

    1. (Optional) If you want SysAid to create new users with their Office 365 IDs, enter "Y" in the Create New Users field.

    2. (Optional) You can replace the domain of users who log into SysAid via Office 365 with any name you want in the Domain Mapping field. This allows you to sync users with their existing names in SysAid.
      To map domains, use the "=" character. You can map multiple domains by entering them in a comma-separated list. For example, "MyDomain= MyCompany.com, MyDomain2= MyCompany.com".
      If you want user names to contain the Office 365 domain, leave this field blank.

    3. (Optional) If you want to use the Azure Email Address field as the User Principle Name instead of the Azure user name, enter "Y" in the Sync user based on email address field.

    4. Click Save Changes.

    5. Click the Activate Integration slider.
       IntegrationOffice365Slider.png

    This completes the SysAid Office 365 integration!

    When you access your SysAid login screen, you are routed to the Office 365 login screen. If you are logged into Office 365, you are automatically logged in to SysAid.

    If you need to manually log in to SysAid to fix your Office 365 configuration:

    • For SysAid Spaces use the following URL: <SYSAID URL>/spaces/login?manual=true

    • For SysAid Classic use the following URL: <SYSAID URL>/Login.jsp?manual=true

    For further assistance, please contact SysAid Support.


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