Difference between revisions of "Easy Tagging for SharePoint online/Manual/Authorize at Azure AD"

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|Titel=O365: Boost document findability with autotagging
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|Titel=User Manual: Authorize at Azure Active Directory
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|News image=File:EasyTaggingText.png
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|RelatedProduct=Easy_Tagging_for_SharePoint_online
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|Publication date=2020/09/01
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|Pfad=[[Main Page]] > Products > [[Easy_Tagging_for_SharePoint_online|Easy Tagging for SharePoint online]] > User Manual > [[Easy_Tagging_for_SharePoint_online/Manual/Authorize_at_Azure_AD|Authorize at Azure Active Directory]]
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|Keywords=sharepoint, office 365, o365
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|Keywords=SharePoint, o365, office 365, auto tagging
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|SEO-Description=Automatic document tagging boosts your document findability? ⇒reade more!
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|SEO-Description=The Easy Tagging App for SharePoint online greatly reduces the time to provide large numbers of documents with consistent tags.
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|Description=Finding documents in Sharepoint online/Office 365 can be tedious. If you want to restrict your search to certain document types (like: reports, inquiries, CVs, sales orders, invoices) you either end up with too many irrelevant search hits or relevant documents don't show up because they don't include the search term. If you rely on Sharepoint's fulltext search capabilities only, then your users will be frustrated and spend too much time to find the right documents.
 
 
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The following steps assume that you have Sharepoint Online/Office 365 and a library that contains at least dozens of documents or scanned documents (pdf or image formats). If you are familiar with certain configuration aspects of Sharepoint then you will need 30 minutes to go them through in your tenant. If you require assistance then we are happy to help!
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Before you are able to use the "MailDispatcher"-feature of the EasyTagging App, you have to authorize the EasyTagging App in your Azure Active Directory.
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Please follow this sequence of steps. If you require assistance then we are happy to help!
 
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<div class="row funktionen-row">
 
<div class="row funktionen-row">
 
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=== 1. Create a termset with your document types ===
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=== Open your Azure Active Directory ===
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# Open the termstore manager (from the site settings)
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Open your organisation's Azure Active Directory and select the "App registrations" action.
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# Create a new termset, named "document types"  
 
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# Create a term for each document type that you keep in your document library, e.g. inquiry, invoice, sales order, resume
 
 
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Create_termset.png|center|middle]]</div>
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:App_registrations.PNG|x300px|center|middle]]</div>
 
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<div class="row funktionen-row">
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<!-- --><div class="col-md-6 col-md-border funktionen" style="text-align: justify; ">
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=== Register an application ===
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#Click on the "Register an application" link and enter this information:
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:* Name: EasyTagging (or any other name of your choice)
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:* Supported account types: option 1: "Accounts in this organizational directory only"
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#Click on "Register" to submit the form.
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# Copy the value of the Application client id into a text editor, you will need that information later
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<!-- --></div>
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:App_registration_2.PNG|x300px|center|middle]]</div>
 
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=== Create a client secret ===
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# Click on the newly created application
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# Select "Certificates & secrets"
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# Click on the "New client secret"-action and fill in this information:
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:* short description
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:* expiration
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# Click on "Add" to submit the form
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* Copy the value of the client secret into a text editor, you will need that information later
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Client_secret1.PNG|x300px|center|middle]]</div>
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=== Grant permissions ===
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# Click on "API permissions"
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# Click on "Add a permission"
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# Select the "Microsoft Graph" API
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# Select "Application permissions" as type of permission
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# Tick the checkboxes for the "Mail.ReadBasic.All", "Mail.Read" and "Mail.Send" permissions
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# Click on "Add permissions" to submit the form
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<!-- --></div>
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Permissions_new.PNG|x300px|center|middle]]</div>
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=== Grant admin consent ===
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# In the "Configured permissions" blade: click on "Grant admin consent"
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Adminconsent_new.PNG|x300px|center|middle]]</div>
 
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==What's next?==
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* Add refiners for the document language like: english, french, german, spanisch
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** The Easy Tagging App has a built-in predictor that detects the language that is used in documents. You can simply use that predictor in a tagger to tag all your documents with the language. Similar to the steps in section 3 you would simply create another refiner that allows users to restrict their search results to certain languages.
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=== Enter the Application ID and Secret into the Easy Tagging App ===
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* Add refiners for important words:
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# Open the EasyTagging App from within your Sharepoint site
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** The Easy Tagging App is able to identify important words from documents and store them in the termstore as a new termset. If you let the tagger tag your documents with them, then your users can use them to filter their search results.
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# Click on "create new mail dispatcher" which opens a dialog
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# In the dialog click on "Click to enter authorization credentials" which opens another dialog
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# In the dialog "Enter or edit authorization credentials" enter this information:
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:* client application id from the steps above
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:* client secret from the steps above
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# click on "Store changes and close dialog"
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# Enter the rest of the information to configure the mail dispatcher
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# Test the mail dispatcher
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If the mail dispatcher fails (you will see the error message in the dispatcher log) then you should review your application permissions.
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Drop us an email if you have problems: info@diqa-pm.de
  
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<!-- --><div class="col-md-6 col-md-border funktionen imageExpand" style="text-align: justify; >[[File:Easytagging.PNG|x300px|center|middle]]</div>
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Latest revision as of 10:04, 8 April 2021

Main Page > Products > Easy Tagging App for Sharepoint online > User Manual > Authorize at Azure Active Directory
Manual

User Manual: Authorize at Azure Active Directory

Before you are able to use the "MailDispatcher"-feature of the EasyTagging App, you have to authorize the EasyTagging App in your Azure Active Directory.

Please follow this sequence of steps. If you require assistance then we are happy to help!

Open your Azure Active Directory

Open your organisation's Azure Active Directory and select the "App registrations" action.

App registrations.PNG

Register an application

  1. Click on the "Register an application" link and enter this information:
  • Name: EasyTagging (or any other name of your choice)
  • Supported account types: option 1: "Accounts in this organizational directory only"
  1. Click on "Register" to submit the form.
  2. Copy the value of the Application client id into a text editor, you will need that information later
App registration 2.PNG

Create a client secret

  1. Click on the newly created application
  2. Select "Certificates & secrets"
  3. Click on the "New client secret"-action and fill in this information:
  • short description
  • expiration
  1. Click on "Add" to submit the form
  • Copy the value of the client secret into a text editor, you will need that information later
Client secret1.PNG

Grant permissions

  1. Click on "API permissions"
  2. Click on "Add a permission"
  3. Select the "Microsoft Graph" API
  4. Select "Application permissions" as type of permission
  5. Tick the checkboxes for the "Mail.ReadBasic.All", "Mail.Read" and "Mail.Send" permissions
  6. Click on "Add permissions" to submit the form
Permissions new.PNG

Grant admin consent

  1. In the "Configured permissions" blade: click on "Grant admin consent"
Adminconsent new.PNG

Enter the Application ID and Secret into the Easy Tagging App

  1. Open the EasyTagging App from within your Sharepoint site
  2. Click on "create new mail dispatcher" which opens a dialog
  3. In the dialog click on "Click to enter authorization credentials" which opens another dialog
  4. In the dialog "Enter or edit authorization credentials" enter this information:
  • client application id from the steps above
  • client secret from the steps above
  1. click on "Store changes and close dialog"
  2. Enter the rest of the information to configure the mail dispatcher
  3. Test the mail dispatcher

If the mail dispatcher fails (you will see the error message in the dispatcher log) then you should review your application permissions. Drop us an email if you have problems: [email protected]

Easytagging.PNG

Questions?

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