Configuration
Integration with MS Teams is only compatible with EMS 220.1 or later. If you are on a previous version of EMS, you will have to upgrade to use the functionality. You'll also need an updated EMS license to enable the integration. Contact your account manager for more information on acquiring an updated license.
Configure a New Application
To configure the Microsoft Teams Integration in your environment, you need to register a new application in the Microsoft Azure Portal under an admin account.
If you already created a Microsoft Azure app for 2-way Exchange Room Integration or OAuth, you can edit that app in the Microsoft Azure Portal to add the permission in step eight below.
- Sign into your Azure account through the Azure Portal.
- Select Azure Active Directory.
- Select App registrations > New Registration.
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When the Register an application page appears, enter your application's registration information:
- In Name, enter EMS Microsoft Teams Integration.
- Under Supported account types, select an account type.
- You do not need to configure a Redirect URI.
See Microsoft's documentation for more information about registering an application with the Microsoft identity platform.
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Click Register.
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Copy the Application (client) ID and the Directory (tenant) ID and save this information for later.
You will need this information to configure both of these IDs in EMS Platform Services Admin Portal.
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Select Certificates & secrets, and then click Clients secrets > New client secret.
The Add a client secret page opens.
- In Description, enter EMS Microsoft Teams Integration Secret.
- For the Expires value, select Never.
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Click Add.
The client secret for EMS Microsoft Teams Integration saves, and the value of the client secret displays.
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Copy the value for the secret. You will not be able to retrieve this value later.
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In the API permissions section of the Azure Portal, use the Add a permission button to add the following permissions for Microsoft Graph:
- Calendars.ReadWrite (Application)
- OnlineMeetings.ReadWrite.All (Application)
- User.Read.All (Application)
- After you finish adding permissions, click Grant admin consent for [your] (Default Directory) at the bottom of the page.
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Microsoft requires that you configure an application access policy to grant the app access to create online meetings on behalf of users via the Teams PowerShell.
This differs from other application access policies that might have been created via the Exchange Online PowerShell for the Azure app used for integration to EMS.
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Configure your Microsoft Teams Integration settings in EMS Platform Services Admin Portal.
Make sure you have access to the Application ID, Directory ID, and EMS Microsoft Teams Integration Secret that you copied in steps 7 and 8 above. To complete the Microsoft Teams Integration configuration, enter the IDs and secret into the Exchange Sync fields in EMS Platform Services Admin Portal.
Configure Microsoft Teams Integration in EMS Platform Services Admin Portal
- Navigate to the EMS Platform Services Admin Portal.
- Select Conferencing from the selections in the left column.
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Expand the Microsoft Teams Configuration pane.
The Microsoft Teams Configuration pane is only available if you have a valid license.
- To complete the Microsoft Teams Configuration fields, first register a new application for EMS in the Azure Portal under an admin account. You will need the Application ID, Application Secret, and Directory (Tenant) ID from the Azure Portal.
Complete the following Microsoft Teams Configuration fields:
Microsoft Teams Integration Fields | Description |
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Application ID | Enter the Application (client) ID that you copied when you configured Microsoft Teams Integration. |
Application Secret |
Enter the Application Secret that you copied when you configured Microsoft Teams Integration. |
Directory (Tenant) ID | Enter the Directory (tenant) ID that you copied when you configured Microsoft Teams Integration. |
Enable Microsoft Teams Integration in EMS Desktop Client
The Microsoft Teams Integration can be globally enabled or disabled in the EMS Desktop Client. The integration can also be enabled/disabled on individual Everyday User Process Templates.
Microsoft Teams Integration is ONLY available on Exchange-enabled Everyday User Templates.
- Navigate to System Administration > Settings > Parameters > Everyday User Applications tab.
- From the Area dropdown, choose Integration to Microsoft Exchange.
- Select Enable Microsoft Teams Integration.
- Click Edit.
- Set the Description to Yes.
- Click OK.
- Click Close.
Configure Microsoft Teams Integration on a Process Template Level
Changing the parameters on a template level will override the global settings.
- In the EMS Desktop Client, navigate to Configuration > Everyday User Applications > Everyday User Process Templates.
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Click New for a new process template or double-click and existing process template to edit settings.
The Template dialog appears.
- In the Everyday User Application Settings pane of the Process Templates tab, select the Enable Integration to Microsoft Exchange check box.
- Navigate to the Parameters tab.
- To filter the parameters, enter "Microsoft Teams" in the Filter field.
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Click the Enable Microsoft Teams Integration parameter and click Edit.
The Edit Parameter dialog appears. The default value is based on the global parameter setting.
- Select Yes from the Enable Microsoft Teams field.
- Click OK on the Edit Parameter dialog.
- Click OK on the Everyday User Process Template box.
- Click Close.