Office 365 Integration
Introduction
This document describes how to install, configure and use the QLM / Office 365 module (QLM-O365).
QLM-O365 is designed to perform the following tasks:
Export customers from QLM to O365 contacts
Export contacts from O365 to QLM customers
Requirements
The QLM-O365 module is designed to work with Office 365 2018.
.NET 4.5 must be installed on the target system.
QLM Enterprise Edition
Installation
QLM-O365 is automatically installed with QLM. It is typically located in:
C:\Program Files\Soraco\QuickLicenseMgr\Integrations\QlmOffice365
Azure Application
In order to enable QLM to communicate with Office 365, you need to register an App in the Azure Active Directory service as shown below.
Login to O365
Go to the Admin centers
Click "Azure Active Directory"
Click All services
In the "Security + Identity" section, select "App registrations"
Click "New application registration"
Enter a name for the application such as: QLM O365 Integration
Set the Application Type to: Native
Set the Sign-on URL to: http://localhost
Click Create
Once the App registration is created, make a note of the Application ID. You will need it later on when running the QlmOffice365 tool.
Then, click Settings and select Required Permissions
Click Add then "Select an API"
Click "Microsoft Graph" then click Select
In the Select Permissions section, check the following entries:
Read and write user and shared contacts
Read user and shared contacts
Click Select then click Done
Configuration
The first time you launch QLM-O365, you must configure it to connect to your QLM License Server:
Go to the Settings tab
Enter your O365 Application ID
Enter your O365 Authority URL
Enter the URL to your QLM License Server
Enter the communicationEncryptionKey of your QLM License Server
Enter the adminEncryptionKey of your QLM License Server
Export to Office 365
To export QLM customers to Office 365 Contacts
Go to the âExport Customers to Office 365â
Click âLoad Customers from QLMâ
Select each customer that you would like to Export
Click âExport to Office 365â
Login to O365 when prompted
A dialog will display the result of the operation.
Export to QLM
To export Office 365 Contacts to QLM customers
Go to the âExport Contacts to QLMâ
Click âLoad Contacts from Office 365â
Select each customer that you would like to Export
Click âExport to QLMâ
A dialog will display the result of the operation.
Command Line
You can automate the export process by creating a scheduled task that runs a command line version of the export tool.
Syntax for running QlmOffice365 from the command line:
QlmOffice365.exe /from [o365|qlm] /to [o365|qlm] [/overwrite]
Example 1: Import from Office 365 to QLM, do not overwrite existing entries
QlmOffice365.exe /from o365 /to qlm
Example 2: Import from Office 365 to QLM, overwrite existing entries
QlmOffice365.exe /from o365 /to qlm /overwrite
Example 3: Import from QLM to Office 365, do not overwrite existing entries
QlmOffice365.exe /from qlm /to o365
Example 4: Import from QLM to Office 365, overwrite existing entries
QlmOffice365.exe /from qlm /to o365 /overwrite
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