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 โ€œExport Customers to Office 365โ€

  • Click โ€œLoad Customers from QLMโ€

  • Select each customer that you would like to Export

  • Click โ€œExport to Office 365โ€

  • 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 โ€œExport Contacts to QLMโ€

  • Click โ€œLoad Contacts from Office 365โ€

  • Select each customer that you would like to Export

  • Click โ€œExport to QLMโ€

  • 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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