Configure a client for Office365 Management

This forum is used to document the operation and use of the office 365 for Automate plugin. Please keep comments to a minimum inside this forum. If you have a particular issue, post that issue in the main office365 forum.
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Cubert
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Configure a client for Office365 Management

Post by Cubert »

How-to configure the Office365 plugin to collect data for a Client in ConnectWise Automate.

Here is a PDF that includes the API setup in Office365 Online.
Configure-Office365-ForAutomate.pdf
(1.6 MiB) Downloaded 221 times

You will need to do this for each client you want to manage in office365 for Automate.

To get started with managing a client we need a few pieces of information.
  • Administrator UPN
  • Password
  • SharePoint Domain (optional)
  • Tenant ID

The first configuration we need to do is add the UPN, Password and SharePoint domain if you have one to the Passwords list under the Client Console in Automate.

Clientpassword.PNG
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The name of this entry must be "Office365" so the plugin can identify the credentials.

Once this is done you can then launch the Office365 Console from the [Tools] menu in ConnectWise Automate. The new company will now be listed in the company dropdown list at the top of the plugin.

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Select the blue logo at the top left corner to launch the configuration console. This console will allow you to manually seed the database as automation of this process only happens twice daily and to configure the agent to use as the collector.

Configure_O365.PNG
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Once the client is configured with a password it will show all eligible agents under the client that can collect Office365 data. You can only select one agent for this task. It will be denoted with a symbol in the drop down list. Once selected you can set what data the agent will collect and the tenant ID of that client.

Configure_Scanner.PNG
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Close the collector configuration windows and now you are ready to enable the collector with the on/off switch.

Use the control menu to seed the database and test collectors ability to grab data. If agent switch is on then automated collections will start on next cycle.


Here is a video showing how this process is done.

url =https://www.youtube.com/watch?v=7dLf6rq3UTM

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Cubert
Posts: 2430
Joined: Tue Dec 29, 2015 7:57 pm
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Re: Configure a client for Office365 Management

Post by Cubert »

After you configure a client and start testing the collection service you might see the following error.

You know you set the correct password and user. The issue maybe the complexity of password when being converted between several programs. We have seen where some special chars work fine when directly typed into a password box but when transferred across different application such as Automate, Command shell and PowerShell the password sometimes gets escaped by one of these specials chars.

Capture.PNG
Capture.PNG (21.33 KiB) Viewed 3733 times

So try and stay away from the following

$
\
^
'
"
}
{

You might find others that have issue so if In doubt try a simple password first to see if your able to operate function, then make more complex as needed once your collections are working.

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