Installation Guide for TeamConnect O365 Add-in 4.0

Introduction

TeamConnect O365 Add-in 4.0 introduces a modern approach to Outlook integration by utilizing Microsoft’s Add-in technology. Its goal is to enable attorneys and business users to perform frequently used TeamConnect actions directly within Outlook 365 instead of navigating to TeamConnect. For determining your TeamConnect version, refer to Upgrade Scenarios for TeamConnect O365 Add-in 4.0.

The Add-in must be deployed through the Microsoft 365 Admin Center and is fully managed by the client’s IT team, regardless of whether the organization is hosted or on-premise.

System Requirements

To implement TeamConnect O365 Add-in 4.0, the following requirements must be met:

An active Outlook 365 license and a valid TeamConnect user account
TeamConnect Enterprise 7.1 or higher
Installation of TeamConnect O365 4.x module via Admin Settings → About → Available Updates
Supported browsers: Google Chrome, Microsoft Edge, Mozilla Firefox
Safari is not supported; Mac users must use a supported browser
Supported desktop platforms: Windows and Mac
Installation of the add-in via the Microsoft 365 Admin Center
Outlook 2019 or earlier desktop versions are not supported

Add-in Limitations

The legacy Office Suite Plugin and the new Add-in cannot be used simultaneously. Uninstall the previous plugin before installing the new version.
Tasks functionality is still under research for a future TCE release. Clients requiring Tasks should continue using the plugin.
File check-in/out is supported in the Outlook Add-in, not in Word, Excel, or PowerPoint. Users may manage files via Outlook Add-in or directly in TeamConnect.

Outlook Integration with TeamConnect
Prior to initiating the integration process, review the Admin Guide for complete configuration details.

Custom Fields Included with Outlook Module Installation

Certain categories and custom fields are currently in use with the plugin, and some come along with the new Add-in. This section outlines these custom fields and categories that are included with the Outlook module installation in TeamConnect. It provides a comprehensive overview of these elements and their functionality.

Existing Fields

The subsequent fields are already available in the plugin.

Documents	Office Category
authorName	cc
createdDate	date
modifiedBy	from
modifiedDate	subject
	to
	attachments

New Fields

The following fields are newly introduced with the Add-in.

Appointments

Appointments Category

integrationId (text): This field is used to save the appointment ID after creating the item in the MS Graph API.
externalOrganizer (boolean): A field to determine whether or not the appointment has an external organizer. This is crucial as it helps in monitoring Graph API changes for the organizer's events.
syncToOutlook (boolean): This field is used to determine whether or not an appointment should be synced to Outlook.
changeKey: This field is used to store the hash associated with the appointment to indicate changes for the resource.
iCalUID: This is an ID that is unique across mailboxes and can be used to indicate the same appointment across attendees.

Attendees

appointmentViewAttendees.jsp/appointmentEditAttendees.jsp: In these views, the contact's default/primary email address was added as a column to assist users in understanding whether or not their attendees would sync the appointment in the Add-in. This functionality should be moved to a custom screen in the new Office Suite module.

Rules

Custom Invoice Action Rule: This rule is used to force sync appointments to Exchange and set the syncToOutlook flag for those appointments in TeamConnect.
Office Suite Retry Executor (wip): This is a scheduled action that processes the Office Suite Retry Queue.

Custom Object Definitions

Office Suite Retry Queue

Appointment: This represents a TC appointment associated with the sync request (TC->OL).
Resource: Represents the Graph API Resource associated with the sync request (OL->TC).
ChangeKey: Represents the change key for the resource indicating changes (OL->TC).
ChangeType: Denotes the operation, which can be one of Create, Update, or Delete (Both).
SubscriptionID: This represents the ID of the subscription associated with the sync request (OL->TC).

Azure Keys for Graph API Configuration

TeamConnect utilizes the Microsoft Graph API for communication with the Microsoft Exchange server. Below are comprehensive, step-by-step instructions on configuring Azure keys for Graph API.

Instructions	Screenshot for Reference
1. Go to the Azure Active Directory. (Note: This website is external and managed by Microsoft, not under the Mitratech domain.) 2. Sign in with your Azure admin account that has administrative privileges to the organization’s M365 domain.
3. Click on App Registrations → New Registrations. 4. Enter a name for the registration. 5. Select the ‘Single Tenant’ option for Supported Account Types. 6. Click the Register button.
If you have upgraded to TCE 7.1 PB10 kindly check the Admin Guide for TCE 7.1 PB10 O365 Add-in 4.1 to complete the installation process. or If you have upgraded to TCE 7.2 PB1, kindly check the Admin Guide for TCE 7.2 PB1 O365 Add-in 4.2 to complete the installation process.
7. Go to the API Permissions tab on the left task pane. 8. Click Add a Permission. 9. Select Microsoft Graph → Application Permissions. 10. Click Add Permissions. 11. Search for User Permissions and add ‘User.Read.All’. 12. Search for Calendars and add 'Calendars.ReadWrite'.
14. The added permissions are displayed. You need to grant admin consent for all the permissions added.
15. To grant permissions, go to the Certificates & Secrets tab on the left task pane → New Client Secret → Add a description. 16. Once the new client secret is added, copy the Client Secret Value as it will disappear if you navigate away from the page. 17. Paste the copied value at TeamConnect instance, navigate to Admin → Admin Settings → Office Suite → Graph API Config Keys → Client Secret.
18. Go back to Overview (Azure page)→ copy the Application (Client) ID, paste it at Graph API Config Keys (in TeamConnect) → Application ID.
19. Go back to Overview (Azure page) → copy the Directory (Tenant) ID, paste it at Graph API Config Keys (in TeamConnect) → *Tenant ID.*
20. Click the Update button. The Azure Keys for Graph API are now configured.

Note: To ensure seamless integration between the Office Add-in 4.x and TeamConnect, it is imperative that the Notifications API of TeamConnect remain accessible to Microsoft's Graph API. This accessibility is crucial for enabling Web Hook to synchronize any changes made to appointments. Failure to grant access to TeamConnect's Notifications API will result in the inability to receive updates for appointments from Outlook.

For instructions on changing the Permission Type setting at a later time, please click here.

Test Connection Button

To verify the Graph API connection, use the 'Test Connection' button under Admin Settings → Office Suite, located below Graph API Config keys. In case the test connection fails, the error details will be recorded in the error logs. (Refer above image.)

How to generate the Manifest file?

A Manifest File is an XML document that describes the manifest, or package contents, of a Windows software application. It is pre-configured by Mitratech and hence any customization to this file is not supported. The manifest file is used to deploy the Add-in from the Microsoft Admin Center.

💡 Pro Tip: The "Generate manifest" option works in TeamConnect only when using the 4.0 version of the Add-in.

Each TeamConnect Environment will have its own manifest file. You can generate the manifest from your Teamconnect environment.

Note: Please make sure to check if the TeamConnect URL under Admin Settings → General is populated as per the below screenshot - {your TeamConnect domain name}/login. Otherwise, the Add-in will not work after deployment.

TeamConnect URL

Open TeamConnect and log in with your credentials.
Navigate to Admin → Admin Settings → Office Suite → Generate Manifest.
Save the generated manifest to your local storage.

Generate Manifest Screen

Note: Multiple manifest files can be generated and deployed.

Add-in Deployment

Once you get your manifest file, follow the steps below to deploy the Add-in. TeamConnect O365 Add-in 4.0 deployment requires Microsoft 365, and Exchange Online.

Follow the instructions below to deploy the Add-in from the Microsoft Admin Center:

Instructions	Screenshot for Reference
Navigate to your Microsoft 365 Admin Center or admin.microsoft.com and search for Add-ins in the search bar or go to Settings → Integrated Apps.
2. In the search results, from the options displayed, click Integrated apps.
3. The Add-in can be deployed in two different ways:
4. Method 1: (Recommended) a. Select Add-ins on the Integrated Apps page.	4. Method 2: a. Click Upload custom apps on the Integrated apps page.
b. Click the Deploy Add-in button.	b. Deploy New App modal is displayed. Select Office Add-in from the App Type drop-down options.
c. Deploy a new Add-in modal is displayed. Click the Upload Custom Apps button.	c. Select the Upload manifest file from the device and choose the manifest file provided to you by Mitratech and click the Next button.
Select I have the manifest file option and click Choose File. Upload the manifest file generated through the Microsoft Admin Center and click the Upload button.	Select the availability of the Add-in to the users by selecting the Assign Users radio button.
d. The Configure Add-in modal is displayed. Configure the settings as per your organization.	d. Click the Next button.
e. Finally, click the Deploy button.	e. Click the Deploy button. Note: Configuration options are not available in this method.
5. The Add-in will be deployed, and it will be automatically available within the duration mentioned by Microsoft post-deployment. (Note: This website is external and managed by Microsoft, not under the Mitratech domain.) 5. The TeamConnect icon is present in every Outlook mail of the end user. Clicking the icon will display the TeamConnect task pane on the screen.

The latest TeamConnect Outlook 365 Add-in can be updated through the Microsoft 365 Admin Center, utilizing the updated Manifest file from your TeamConnect Instance (provided the Manifest File has been updated).

There are certain functions in the admin interface that only the organization administrators can perform to set limitations or ease of use for the end users. For a detailed list of tasks achievable by administrators, refer to the following document: Admin Guide