Installing and Configuring the Laserfiche Integration with Microsoft Teams

Before your organization can use the Laserfiche App for Microsoft Teams, you must install the app, grant users access to it, and configure OAuth in the Laserfiche Developer Console.

Installing the Laserfiche App in Microsoft Teams

1. Download the Laserfiche Integration with Microsoft Teams from the Laserfiche support site. Locate the correct ZIP file for your Laserfiche Cloud region. -CA for Canada -US for United States.
2. Sign in to the Microsoft Teams administration center.
3. In the left navigation, go to Teams apps and then Manage apps.
4. Click Upload, and then Select a file.
5. Select the Laserfiche Integration with Microsoft Teams ZIP file for your region.

Granting Users Access to the Laserfiche App

Note: To make the Laserfiche app available for your organization, you must be either a tenant global admin or a Teams service admin in Microsoft Teams .

1. After uploading the package, search the list of apps on the Manage apps page for Laserfiche.
2. From here you can "allow" the app, which makes it available to users in the Teams app store. You can also directly add it to specific teams.
3. Before users can connect to Laserfiche from Microsoft Teams, you must grant Microsoft Teams permission to access data in Laserfiche. Ensure you are signed in to Microsoft Teams as a global admin to complete the following steps.
1. Click Laserfiche to go to the details page.
2. Select the Permissions tab.
3. Under Org-wide permissions, click Review permissions and consent.
4. Review the permissions requested by the app, and click Accept to grant consent. A banner temporarily appears at the top of the page to let you know that the requested permissions have been granted for the app. The app now has access to the specified resources for all users in your organization.
4. Optional: Install and pin the Laserfiche app on behalf of users. Learn more.
   1. In the Microsoft Teams administration center, go to Teams apps > Setup policies.
   2. Select Add and provide a name and description for the policy.
   3. Under Installed apps, click Add apps.
   4. Under Add installed apps, search for Laserfiche, and click Add. Then, click Add at the bottom of the pane.
   5. To pin the Laserfiche app, under Add pinned apps, click Add apps.
   6. Search for Laserfiche, and click Add. Then, click Add at the bottom of the pane.
   7. Use the Move up and Move down options to arrange the apps in the order you want them to appear to your users.
   8. Click Save.
5. Optional: Control who has access to Laserfiche in Microsoft Teams. By default, all users in your organization can access the Laserfiche app. To restrict and control who has permission to use the Laserfiche Integration, refer to Manage app permission policies in Teams .

Configuring the Laserfiche Integration with Microsoft Teams to Use OAuth

For the Laserfiche App for Microsoft Teams to work with OAuth, you must configure OAuth in the Laserfiche Developer Console, and users will need to sign in to the Laserfiche App using the same account ID as configured in the Laserfiche Developer Console. Thus, for the app to support multi-tenant, you must follow the instructions below for all accounts that use the Laserfiche Integration with Microsoft Teams.

1. Download the manifest file located in KB 1014433.
2. Sign in to your Laserfiche Cloud account. From the app picker, select Developer Console. To sign into the developer console, you must have the Developer Console Administrator access right. Learn how to configure access rights.
3. Follow the instructions under "Create an Application from a Manifest" in the Import and Export Application Manifest How To Guide using the .json file downloaded in step 1.

Note: Do not change the value of clientId or redirectUris, or the OAuth flow will fail.

Updating the Laserfiche App for Microsoft Teams with a Newer Version of the App

1. Download the newest version of the app from the Laserfiche support site.
2. Follow Microsoft's instructions for updating a Teams app.