Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Chase allows you to integrate with Microsoft Teams, Planner, and Outlook in different ways.

The integration allows for the following:

Integration with Microsoft 365 applications utilises the Microsoft Graph API. This setup needs to be completed in Microsoft Azure and Chase.


Below are steps to show you how to:

Step-by-step guide


Anchor
integration
integration
Set up Chase Integration in Microsft Azure


  1. Navigate to your Internet Browser e.g Chrome, Internet Explorer, Safari, and enter this Azure portal link:

    https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade



    The Microsoft Azure screen opens. 

  2. Enter your login details and click the Sign in button.



  3. Click on New registration



    The Register an application screen appears.

  4. In the Name field, enter the app that will be integrated with Microsoft Graphs.  

    In this example, Chase Software (Insika Production) was entered. 



  5. Ensure that the first radio button is selected under the Supported account types section. 


    For this example, Accounts in this organisation directory only (Insika Production only - Single Tenant) was selected. 



  6. Enter your Chase Production URI under the Redirect URI section.

    Info
    Please copy this link and replace the red text "site url" with your Chase Production URL: https://<site url>/ConnectToOAuthApiTarget.aspx.


    In this example, https://insikaproductions.chasesoftware.co.za/ConnectToOAuthApiTarget.aspx was entered in the Redirect URI field.



  7. Click the Register button.



  8. Once registered, click the View API permissions button.



    The API Permissions screen appears.

  9. Click the Add a permission button.



  10. Click on Microsoft Graph.



  11. Click on Delegated permissions.



  12. Type group.read in the field under Select permissions.



  13. Check the Group.Read.All and Group.ReadWrite.All checkboxes.



  14. Type directory in the field under Select permission.



  15. Check the Directory.Read.All and Directory.ReadWrite.All checkboxes.



    Info

    Please note that Step 16 - 17 should only be completed if you will be using the Import Time functionality.

  16. Type calendar in the field under Select permission.



  17. Check the Calendars.Read checkbox.



  18. Click the Add permissions button.



    The permissions are successfully saved.

    Info

    If the status of the APIs is Not granted, your administrator (IT) will need to grant permissions for APIs added. If you are the administrator you can click the Grant admin consent for (Company Name) button.



    Once permission is granted, the status of the APIs will change to green.

  19. Click on Certificates & secrets on the left side of the screen.



    The Certificates & secrets screen appears.

  20. Click the New client secret button.



    The Add a client secret screen appears.

  21. In the Description field enter the name for the client secret.

    Info
    This can be a short code or abbreviation. 


    In this example, insikapro was entered. 



  22. Select Never under the Expires section.



  23. Click the Add button.



    Anchor
    Value
    Value


    The Client secret code will be generated. 

    Info
    Save the OAuth Client Secret code somewhere as this will be required in Chase.




  24. On the left side of the screen, click on Overview.



  25. Click the Copy to clipboard icon next to the Application (client) ID and Directory (Tenant) ID code. 

    Info
    The icon will appear when you hover over the ID code.  This is the OAuth Client ID and API Account ID which will be used when setting up MsGraphs in Chase.

    Anchor
    Client ID
    Client ID
     
    Anchor
    Tenant ID
    Tenant ID


  26. Close the screen and Log into Chase.


Anchor
MsGraph
MsGraph
Set up MsGraph in Chase


  1. Click the Settings button and select the API Targets item.



    The API Targets screen appears.

  2. Click the Api Target drop down and select the application you want to integrate with. 

    For this example, msGraph was selected. 



    More field are added to the screen with information relevant to msGraph.

  3. In the OAuth Client ID field enter the Client ID created when you were setting up Chase details in MS Azure.

    Info

    Please refer to this screenshot on Set up Chase Integration in Microsft Azure



     

  4. Enter the OAuth Client Secret received when you were setting up Chase details in MS Azure.

    Info
    Please refer to the screenshot below step 23 on Set up Chase Integration in Microsft Azure


  5. Ensure that the Is Active checkbox is selected.



  6. Scroll down to the API Target Config tab and enter the Directory (tenant) ID in the Api Account ID field. 

    Info

    This is the code that you copied on the last screenshot on Set up Chase Integration in Microsft Azure


  7. Click the Grant Global Consent button to provide all Chase users with permissions to Chase Production. 

    Info

    This step requires an IT Administrator to provide all Chase users with permissions to the Chase Production registered application on the Azure portal.


    The Sign in screen appears.


  8. If you are the administrator (IT), enter your login details and click the Next button.


    Info

    If your agency has a multi factor authentication enabled you will see this screen.


    Once authenticated, the Permissions screen will be displayed.

  9. Click the Accept button.


    Info
    Step 10 and 11 can be skipped if you will not be using the Time Import functionality. 
  10. Click the Time Import Target tab.


  11. Check the IsActive checkbox next to Outlook Calendar to enable the Import Time functionality.



  12. Click the Save button.



  13. Navigate to Company Configuration and select Company Details.



    The Company Details screen appears.

  14. Click the Chase Setup tab.



    Ensure that the Chase Net Address is entered without a forward slash (/) at the end.



    Once the setup is complete, you can start linking/creating Teams Channels, Planner Tasks, and start using the Outlook Calendar Import functionality.