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

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|Titel=User Manual: Authorize at Azure Active Directory
 
|Titel=User Manual: Authorize at Azure Active Directory
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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]]
 
|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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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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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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You can provide your users with a better search experience if you use search refiners. Users can further refine their search result by clicking on the refiner values, e.g. to retrieve "sales orders" or "invoices", only. Before you are able to create meaningful search refiners, you have to arrange for a couple of pre-requisites which include tagging documents with tags. This guide shows you how to automatically tag documents with their type (e.g. invoice, sales order, cv, inquiry) and how to provide search refiners that contain these document types.
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Please follow this sequence of steps. If you require assistance then we are happy to help!
 
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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!</p>
 
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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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=== Automatically tags entire libraries ===
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=== Open your Azure Active Directory ===
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Launch the automatic tagging process for all documents in a library (or a subset) in the "Tag documents"-dialog. Inspect the tagging progress and check the tagging report after the process has completed.
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Open your organisation's Azure Active Directory and select the "App registrations" action.
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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_registrations.PNG|x300px|center|middle]]</div>
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</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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<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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=== 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>
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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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<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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=== 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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</div>
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<div class="row funktionen-row">
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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:Tag_a_library.PNG|x300px|center|middle]]</div>
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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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=== Enter the Application ID and Secret into the Easy Tagging App ===
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# Open the EasyTagging App from within your Sharepoint site
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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: [email protected]
  
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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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* Add refiners for important words:
 
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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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==Questions?==
 
==Questions?==
 
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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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