Deploying Office 365

Introduction

The Office 365 plugin is dynamic - the plugin reads the settings from your Lucy server, so if you update those settings you do not need to re-deploy the plugin.

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Azure (Entra ID) settings

1. Login to your Azure portal and navigate to Microsoft Entra ID (formerly Azure AD).

2. Navigate to App Registrations and create a New Registration.

3. Give the application a name.

4. For the organization type select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant).

5. Define a Web redirect URI like so: https://<yourURL>.<tld>/oauth

6. Click Register.

• In the application overview, click the Redirect URIs option then select Add a platform.

  
• Select the Single-page Application option and add the following two redirects:

  1. https://<yourLucyURL>.<tld>/login/login.html

  2. https://<yourLucyURL>.<tld>/new-o365/dist/index.html

• Navigate to Certificates & secrets and create a new client secret. Give the secret a name and expiration date, then click Add.

• Copy the Secret Value. Then navigate to the Overview and copy the Application (client) ID and Directory (tenant) ID as well. You will need all three values for the next steps.

Be sure to copy the secret value, once you navigate away from the page you will not be able to see or copy it again.

Deploying the plugin

For an individual

1. Configure and download the plugin.
2. Sign in to your Office 365 account: https://outlook.live.com/owa/
3. Select an email from your inbox and click the "Apps" button. Then, select "Get add-ins":

   
4. Select My add-ins and scroll to "Custom Add-ins", then click "Add a custom add-in" and "Add from file..."

   
5. Upload the XML file from Step 1 and refresh the page. Now when you click the "Apps" button the Lucy plugin should be present:

1. The first time you use the plugin you must authorize it:

For an organization

This type of deployment requires administrator privileges in your O365 environment.

1. Configure and download the plugin.
2. Go to your Office 365 admin center.
3. Navigate to Settings > Integrated Apps.

4. Select "Upload custom apps" to open the wizard.

5. Choose "Office Add-in" for the App type and then "Upload manifest file (.xml) from device". Select the XML file you downloaded from Step 1, then click Next.

6. Under Assign users select "Entire Organization", then click Next.

7. Accept the required permissions for the plugin and click Next, then click Finish Deployment.

   
8. Once the plugin finishes deployment click Done.

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Mac and mobile compatibility

The organization-wide deployment is compatible with Mac and mobile devices. Mobile devices that are part of the organization should require no additional setup. For Apple computers, the user must be logged in through Microsoft's Office for Mac product.