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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. Provide d.velop support with the following information:

  • 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 member of the global administration of the Microsoft 365 tenant, the permission requests must be approved.

Approval is necessary for the following applications:

  • d.velop 365

  • d.velop 365 service user

For more information, see the chapter: System architecture

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 only to the tenant.

Every user is able to grant approval for d.velop contracts. However, d.velop recommends central approval by the administration team.

Defining the application administration

With the Application administrator role, users can configure the contract management interface and make further application settings. You can define the role in Microsoft Entra Admin Center for specific user accounts.

This is how it works

  1. Sign in to Microsoft Entra Admin Center.

  2. Navigate to Enterprise applications > d.velop 365 > Users and groups.

  3. Click Add user/group.

  4. Click None selected under User.

  5. Select the appropriate user account and click Select.

  6. Click None selected under Select role.

  7. Select the Administrator role and click Select.

  8. Save the information you have entered with Assign.

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 is explicitly 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 and yoursite in the URL with your data.

This is how it works

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

  2. Log in with a user account that is part of the application administration.

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

  4. Perform the following steps for each one 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 open the link.

    5. Select Start service account log in.

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

    7. Close the InPrivate window after confirmation.

    8. Refresh the previously opened configuration page. You will now see a status to set under Service account status as well as a SharePoint site administration status under 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, you can open d.velop contracts for Microsoft 365 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. Open the web page https://contracts.d-velop365.com/<ID of the instance>.