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Setting up d.velop contracts for Microsoft 365

Deploying the instance configuration

Several instances of d.velop contracts for Microsoft 365 can be provided per SharePoint tenant. One instance corresponds to one site collection in SharePoint Online.

The provisioning of an instance configuration is carried out by d.velop AG. The following information must be communicated to the d.velop support:

  • Tenant ID of Microsoft Entra ID

  • URL of the site collection (see the chapter System requirements)

  • Schema for the automatic generation of an internal contract ID. The following values must be specified for a contract ID according to the schema CM00001

    • Start value, e.g. 1.

    • Step size, e.g. 1.

    • Number of digits, e.g. 5.

    • Prefix for the contractID, e.g. CM.

  • Name of the SharePoint tenant

    • For the SharePoint URL https://<mytenant>.sharepoint.com this would be mytenant.

  • Desired ID of the instance

    • For the URL https://contracts.d-velop365.com/<mystanceid> this would be myinstanceid.

Granting of permission for the Microsoft Entra ID enterprise applications

In the context of a global administrator of the Microsoft 365 tenant, the permission requests must be approved.

According to the chapter System architecture these are the applications:

  • d.velop 365

  • d.velop 365 service user

Granting administrative approval to the d.velop apps - This is how it works 

  1. Open https://onboarding.d-velop365.com.

  2. Click Login.

  3. Log in with your authorized user account.

  4. Select d.velop contracts for Microsoft 365.

  5. Under User permissions, click Grant administrative approval for missing user permissions.

  6. Click on your user account or click Use other account to log in with a different authorized user account.

  7. Click Accept.

  8. Click Check status to see if Microsoft has processed the administrative approval yet. The update can take up to three minutes. Repeat this step until all permissions have a green check mark.

  9. Repeat steps 4-7 for service account permissions.

The approval applies to the tenant.

Although the approval for d.velop contracts is possible by every single user, we recommend central approval by an administrator.

Setting up the service account for background processes

A dedicated service account is required for the operation of d.velop contracts for Microsoft 365. The service account must have permission as SharePoint site administrator in the SharePoint site used. It is important that the service account explicitly be granted permission via the Site permissions page of the respective SharePoint site. The following URL will take you to the Site permissions page:

Example URL

https://yourtenant.sharepoint.com/sites/yoursite/_layouts/15/user.aspx

Replace "yourtenant" as well as "yoursite" with your data in the URL.

  1. Open the configuration page https://contracts-config.d-velop365.com/

  2. Log in with a user account previously authorized as an application administrator.

  3. If you do not see any listed configurations after logging in, log out and log in again.

  4. Perform the following steps for EACH of the displayed configurations

    1. Select a configuration.

    2. Copy the link under Link to start service account setup to the clipboard to start service account setup.

    3. Open a new InPrivate window (anonymous window) in your browser. This will ensure that you do not accidentally set up your current user account as a service account.

    4. Paste the link from your clipboard and press enter to navigate to it.

    5. Select the push button Start service account log in.

    6. Log in with the user data of the service account.

    7. When you see the confirmation, close the InPrivate window.

    8. Refresh the previously opened configuration page. You will now see a what was previously defined under the item Service account status as well as to the SharePoint site administrator status under the item Service account is site administrator.

Creating the SharePoint structure

The creation of the SharePoint structure is initiated by d.velop AG as soon as the permission for the Microsoft Entra ID enterprise applications has been granted and the service account for the background processes has been created.

This will be done in the context of the service account for background processes.

Access to d.velop contracts for Microsoft 365

After successful configuration, d.velop contracts for Microsoft 365 can be accessed via the web browser.

The environment can be accessed by all users according to their permissions within the site collection.

The ID of your instance will be communicated to you by d.velop AG.

Accessing d.velop contracts for Microsoft 365

  • Open the web page https://contracts.d-velop365.com/<ID of the instance>