Creating a Microsoft 365 Application Instance

To be able to use the Microsoft 365 application, first you need to create a new application instance:

  1. In the Provider Control Panel, go to Services > Applications. Then, select the APS Connectors tab and click the Microsoft 365 application.
  2. Select the Instances tab and click Add Instance.

  3. Complete these steps:

    1. Specify the following parameters:

      • Application Version: Select the required version of the application.

      • Application API end-point URI: The application API endpoint URI, which is constructed in the following way: https://<Microsoft_365_Gateway_Site_Hostname>/<Microsoft_365_Gateway_Application_Name>/aps/. For example: https://microsoft365gateway01.hosting.local/Microsoft365GatewayApplication01/aps/.

        Important: On your Operations Management Node, ensure the hostname specified in this URL is resolved to the BackNet IP address of the appropriate Microsoft 365 gateway site, which is located on the Microsoft 365 Application Endpoint Host.

      • Authentication Type: Select Certificate.
      • Network Access: Select Backnet.

    2. Select the Automatically create Resource Types and Service Templates or Automatically create Resource Types, Service Templates, and Service Profiles option to perform the initial resource configuration for this application instance through the Product Configuration Manager (both options work in the same way). If you want to configure resources later, select the Do not automatically create Resource Types, Service Templates, and Service Profiles option.

      Important: Performing the initial resource configuration for an existing Microsoft 365 application instance directly through the PCM is not supported. If you skip the initial resource configuration at this point, you will need to create resources and service templates by using either the manual procedure or the autoconf.py script.

    3. Select the Accept the impersonation level checkbox and click Next.

  4. Specify the following application instance settings:

    • Instance Name: The name of the application instance. We recommend that you use a prefix in this name (the prefix must end with a colon). This will allow the PCM to add the same prefix to the names of resources, service templates, and service plans (see Resource Configuration Through the Product Configuration Manager for details).
    • URL for Microsoft Online Services Portal: The URL of the Microsoft 365 admin center.
    • Homepage: (Optional) The URL of your website. If specified, this URL is displayed in the Customer Control Panel. For example: https://provider.com.

    • Billing OpenAPI URL: The Billing Public API URL. For example: https://bss-public-api.hosting.local:5224/RPC2.

      Important: On your Microsoft 365 Application Endpoint Host, ensure the hostname specified in this URL is resolved to the BackNet IP address of the Billing Application Server.

    • User name for connecting to Billing API: The name of the prepared user used to connect to the Billing Public API.
    • User password for connecting to Billing API: The password of the prepared user used to connect to the Billing Public API. Note that this setting is not displayed in view mode.
    • Reseller tenant ID: Specify the Microsoft ID of your CSP partner account that you prepared (see Preparing a CSP Account for details).

    • Customer Deactivation Behavior: Choose how to handle Microsoft accounts of customers when the corresponding CloudBlue Commerce subscriptions are canceled in CloudBlue Commerce. The following options are available:

      • Production Account. When a CloudBlue Commerce subscription is canceled in CloudBlue Commerce, the corresponding Microsoft account and subscriptions are disabled. The corresponding Microsoft users are removed. Use this option for production environments. This option is selected by default.
      • TIP (Test In Production) Account. When a CloudBlue Commerce subscription is canceled in CloudBlue Commerce, the corresponding Microsoft account, users, and subscriptions are removed. Use this option for test environments only.
    • Confirm Deactivation Behavior: Confirm the TIP (Test In Production) Account customer deactivation behavior by selecting the I understand the difference between TIP and Production accounts and my account is a TIP account option.
    • Federated Credentials Provider Application Instance: Leave the default value.

    • Prefix for Naming Subscriptions: A prefix for generating names of customer initial domains. The following options are available:

      • If this parameter is not specified, names of customer initial domains must be manually specified in the online store or Customer Control Panel.
      • If this parameter is specified and names of customer initial domains are not manually specified, CloudBlue Commerce automatically generates these names using the value of the parameter and subscription identifiers. For example, if the value of the parameter and a subscription identifier are companyabc and 1000000, the name of the customer initial domain will be companyabc1000000.onmicrosoft.com. Note that you must use only the following symbols for this parameter: a-z, A-Z, 0-9.
    • Reseller Mode: Select either Direct CSP Provider or Indirect CSP Provider depending on the type of the CSP account you create the application instance for.

    • Enforce Indirect Reseller Model: Specify whether to prohibit the placement of orders that contain Indirect CSP Provider resources under reseller accounts that are not configured as Indirect CSP Resellers (Yes or No).

      Note: This setting is intended for application instances where Reseller Mode is Indirect CSP Provider.

      Important: We recommend that you configure your Indirect CSP Resellers as described in Configuring Resellers and set this setting to Yes.

    • Operations OpenAPI URL: The Operations Public API URL. For example: https://oss-public-api.hosting.local:8440/.

      Important: On your Microsoft 365 Application Endpoint Host, ensure the hostname specified in the URL is resolved to the BackNet IP address of the Operations Management Node.

    • User name for connecting to Operations API: The login of the prepared user used to connect to the Operations Public API.
    • User password for connecting to Operations API: The password of the prepared user used to connect to the Operations Public API. Note that this setting is not displayed in view mode.

    • Automatically add domains to Microsoft 365 organizations: Specify whether the auto-linking of customer domains to Microsoft 365 organizations is turned on. The following options are available:

      • Yes. When a customer buys Microsoft 365 services, existing domains of the customer account as well as domains bought with the Microsoft 365 services are automatically added to the Microsoft 365 organization of the customer. Also, the Exchange and Lync services are enabled for these customer domains.

        Notes:

        1. Domains that already have MX DNS records are excluded from auto-linking.

        2. Up to 10 domains can be auto-linked. If a customer account has more domains, the remaining domains are not auto-linked.

      • No. The auto-linking of customer domains is turned off.

    • Frequency of sending activation reminders (in days): Specify the frequency of sending notification messages to customers that have bought a Microsoft 365 subscription but not activated it yet. If you do not want to send these notification messages, specify 0.

      Notes:

      1. A Microsoft 365 subscription is considered not activated if no initial subdomain was specified for this subscription during its creation.

      2. To learn more about these notification messages, see Notification Messages.

    • Validate parent license limits for add-on licenses: Specify whether to check that the number of add-on recurring licenses is less than or equal to the number of their parent licenses in a cart in the UX1 Marketplace. If this setting is turned on and a customer or a vendor on behalf of a customer tries to buy add-on recurring licenses without buying the appropriate number of parent recurring licenses, it will not be possible to complete this purchase and a notification will be displayed.

      Note: This setting works only if UX1 Marketplace 5.0 or later is installed in your system. For information about the UX1 Marketplace, please refer to the UX1 Marketplace Guide.

    • Invitation URL for indirect resellers: The URL of a page on which Indirect CSP Resellers can connect their CSP partner accounts with CSP partner accounts of Indirect CSP Providers. Leave the default value of this setting.

    Click Next.

  5. Check the parameters carefully and click Finish.
  6. Wait for the application instance is to be created. After that, if you chose the option to perform the initial resource configuration, complete the steps described in Performing the Initial Resource Configuration.

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