Here you will be able to see a step-by-step process of how to successfully register and add your Office 365/Azure account to ATRS.
Step 1: Create a new App Registration in your Azure Portal.
To do this, you will need to log into Azure, which should not be an issue so long as you have your Azure AD/Office 365 credentials and are a part of Azure AD.
- Sign into your Azure Portal.
- Select or search for App Registrations.
- Select New Registration
- When you register the app in Azure, it’s important to note that your account type may vary depending on your organization – please consult your Azure administrator on this. Creating a redirect URI is optional, but may be required depending on your organization.
Step 2: Register the Application
- Click Register.
- Once your app is registered, you will see a page with the name, Application (client) ID, Directory (tenant) ID, and other properties.
Step 3: Create a Client Secret
- Create a Client Secret, which will only be visible once, so take note of it!
- To create a secret, look on the left menu pane for Certificates & Secrets.
- When you add a client secret, give it a specific name and select the duration of time before it expires.
Step 4: Add API Permissions
- Now, arguably the most important step in this process is adding the API permissions. Make sure all permissions are of the Delegated type and administrator consent should not be required. Please refer to the snippet below to see which permissions are required.
Step 5: Link Office 365 to ATRS
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- Go to Integrations.
- Select Office 365.
- Click Add.
- Account name: Enter the account credentials.
- Client ID: Enter the client ID.
- Tenant ID: Enter the tenant ID.
- Click Verify.
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- Upon clicking Verify, a window will prompt you to log in with your Windows credentials and require some form of multifactor authentication (if it’s required by your organization).
- Enter the code that was sent to your phone.
- Click Verify.
- You should see a message pop-up that indicates your account was added successfully.
- Upon clicking Verify, a window will prompt you to log in with your Windows credentials and require some form of multifactor authentication (if it’s required by your organization).
- Your Office 365 account is ready to go.
OR to verify with a browser
- Click the down arrow beside Verify and click With Browser
- A window will pop up prompting the instructions for copying the browser.
- Copy the browser and paste it into the empty box.
- Click OK.
- You should see a message pop-up that indicates your account was added successfully.
- Click OK.
- Click Save & Close.
- The Office 365 account is added to ATRS.
After adding the Office 365 account, if you change the account name, you will need to go to the app in Azure to get new Client ID and Tenant ID.