If your organization is currently using Microsoft 365, you can facilitate user login through Microsoft 365 accounts by integrating Microsoft 365's Unified Authentication Service.
By configuring Microsoft 365-based user synchronization services, you can connect to Microsoft 365's Azure AD service to automate the addition of Microsoft 365 users to the user list in eEco. If you configure the synchronization service, your current Microsoft 365 users and new Microsoft 365 users will be added to eEco automatically in the future. When you make changes to the user's properties in Microsoft 365, the corresponding changes will also be synchronized to the corresponding user properties in eEco.
For the users deleted in Microsoft 365, we will not synchronize the user deletion operation, you need to go to the user management of e-Business Office to disable or delete them manually.
Tips : To set up Office 365 user sync in Yeeflow, you must have the sufficient permission in AAD.
Before you start
Before you start, here are some things to know before this process.
You need to be an administrator in Microsoft 365 directory to connect it.
You need to understand which users or groups in Microsoft 365 directory should be Yeeflow users.
You need to decide which information in Microsoft 365 directory should be updated in Yeeflow.
You need to add or update the user fields of Yeeflow which will sync from Microsoft 365.
Set up the sync service
Firstly, login to Yeeflow with the system admin account, then go to the Admin center. From the left navigation panel click to expand the "User management", and click "User sync":
If you haven't configure the Microsoft 365 user sync service yet, the status will show as "Not connected".
Click on this section to open the Microsoft 365 user sync configuration page.
Click the "Connect Microsoft 365" button to start the step by step configuration.
Firstly, the system requires to connect with your Microsoft 365 tenant with the Microsoft 365 administrator account. Click the "Connect" button to login with your Microsoft 365 account.
You are asked to login with Office 365 administrator account and "Accept" the permissions request.
After login, the next step is to choose which Microsoft 365 user properties you want to include when sync users to Yeeflow.
The left column shows the name of the user properties in Microsoft 365, while the right column show the mapped Yeeflow user properties (fields of Yeeflow users list). By default, the UPN from Microsoft 365 is automatically mapped with Yeeflow login account.
Click the "+ Add field" button to add additional mapping fields from the pop-up window.
Please refer to below [Configuring Parameters] for directory mapping.
Configuring Parameters
Once the configuration fields are set up, you can run the tool on the command. The tool accepts optional parameters that determine its specific behavior in various situations. Below are available fields for syncing(will add more in future).
Grid in AAD | Name in AAD | Name in Office 365 | Name in Yeeflow | ID(Yeeflow) | Field Type | Remarks(Yeeflow) |
Identity | userPrincipalName | UPN (userPrincipalName) | Login Account (SPAccount) | Login Account | String | ReadOnly and defaulted; |
Identity | Name | DisplayName (displayName) | User Name (Name) | Name_CN | String | ReadOnly and defaulted |
Identity | User name | Email (mail) | Email(Email) | String | Customizable | |
Identity | Last name | Surname (surname) |
|
| String | New and Customizable |
Identity | First name | GivenName (givenName) |
|
| String | New and Customizable |
Identity | User type | UserType (userType) |
|
| String | New and Customizable |
Summary | Image | Photo (special_photo) | Profile Picture (Photo) | Profile Picture | Image | Customizable |
Job info | Job title | JobTitle (jobTitle) | Job Title (JobTitle) | JobTitle | String | Customizable |
Job info | Manager | LineManagers (special_lineManager) | Line Manager (LineManager) | Line Manager | User | Customizable; |
Job info | Department | Department (special_department) | Department (DepartmentID) | Department | String | Create a new one when first syncing |
Contact info | Country or region | Country (country) |
|
| String | New and Customizable |
Contact info | Office | OfficeLocation (officeLocation) |
|
| String | New and Customizable |
Contact info | City | City (city) |
|
| String | New and Customizable |
Contact info | Mobile phone | mobilePhone (mobilePhone) | Mobile No. (Mobile) | Mobile | String | Customizable |
Contact info | ZIP or postal code | PostalCode (postalCode) |
|
| String | New and Customizable |
|
| CompanyName (companyName) |
|
| String | New and Customizable |
|
| EmployeeId (employeeId) | Employee No.(EmployeeNo) | EmployeeNo | String | Customizable |
|
| FaxNumber (faxNumber) |
|
| String | New and Customizable |
After the mapping of selected fields are set, click the "Continue" button to jump to the next step.
You can choose to sync all your Microsoft 365 users to Yeeflow, or just sync certain selected Microsoft 365 user groups. For example sync only users from the Sales Team, Designers, Engineering and Marketing user groups as below:
You can find the available user groups from your Microsoft 365 admin center.
Click "Continue" and click the "Start syncing users" button on the next step to complete the configuration.
Upon a successful setup, you will be taken to the Microsoft 365 user sync service page. You will see the sync status is "Job running":
Manage the sync service
After your configuration, you may need to know more about how to managing this services.
Please go to Monitoring and Managing User Sync Services . You may run a manual sync, edit the services or stop it.