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Setting up d.velop contracts for Microsoft 365

Note the following content for setting up d.velop contracts for Microsoft 365:

Access to d.velop contracts for Microsoft 365

Once setup is successful, you can open d.velop contracts for Microsoft 365 at https://contracts.d-velop365.com/<instance name> with your web browser. Users can access the environment depending on the permission within the site collection.

Enabling tenants

Only connections from known tenants are permitted for using d.velop contracts for Microsoft 365. For this reason, tenants must first be enabled by d.velop AG. Provide your d.velop contact person or d.velop support with the following information:

  • Name of the company

  • Name of the product to be enabled (d.velop contracts for Microsoft 365)

  • Microsoft 365 tenant ID (tenant ID)

  • Name and e-mail address of your responsible contact person

Granting of permission for Microsoft Entra ID enterprise applications

Members of the global administration of the Microsoft 365 tenant must approve the permission requests.

Approval is required for the following applications:

  • d.velop 365

  • d.velop 365 service user

You can find more information at 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 an 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 been granted. Granted permissions are shown with a green tick.

  9. Repeat steps 4–7 for service user permissions.

The approval applies only to the tenant.

Every user is able to grant approval for d.velop contracts for Microsoft 365. d.velop recommends central approval by the administration team.

Configuring the application administration

With the application administrator role, users can configure d.velop contracts for Microsoft 365. You can assign the role in Microsoft Entra Admin Center to specific user accounts.

This is how it works 

  1. Log in to Microsoft Entra Admin Center.

  2. Go to Enterprise Applications > d.velop 365 > Users and groups.

  3. Click Add user person/group.

  4. Under Users and groups, click None selected.

  5. Select the relevant user account and click Select.

  6. Under Select role, click None selected.

  7. Select the Administrator role and click Select.

  8. Save your entries with Assign.

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.

You can deploy an instance configuration independently. Existing instances cannot be edited or deleted.

Creating a new instance configuration – This is how it works 

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

  2. Click Log in and log in with your authorized user account.

  3. Under Contract management, click Manage instances.

  4. Click New.

Then perform the deployment of the instance configuration.

Deploying the instance configuration – This is how it works 

  1. In Step 1, specify the following information:

    1. URL of the site collection: Select the desired site collection from the selection list.

    2. Name of the number sequence: The number sequence represents the schema for the automatic generation of an internal contract ID. If the relevant number sequence has already been created, you can set the number sequence using the selection list. Otherwise, you can create a new number sequence by clicking on the plus symbol and completing the following fields:

      • Name 

      • Initial value (start value) 

      • Counting up steps 

      • Prefix 

      • Number of padding characters 

      • Description: 

      Note

      Example 

      For a contract ID according to the schema CM00001, you must specify the following values:

      • Initial value: 1

      • Counting up steps: 1

      • Prefix: CM

      • Number of padding characters: 5

    3. Instance name: Specify the name of the instance. You can determine the instance name in the URL (e.g. https://contracts.d-velop365.com/<instance name>).

    4. Technical contact person: Specify the e-mail addresses of the technical contact person.

    5. Description: 

  2. Click Next.

  3. In Step 2, specify the service user with the deployed URL. To do this, follow the instructions above the presented URL.

  4. Click Check requirement and, once the verification is successful, click Next.

  5. In Step 3, click Initiate provisioning.

The structure within the site collection is then deployed and the instance for contract management is created. This will be done in the context of the service accounts (service users) for background processes.