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Microsoft Entra ID to OnePlan Resource Center Integration - Integration Setup

  • Updated

This article explains how to set up the Microsoft Entra ID (previously Azure Active Directory) to OnePlan Resource Center integration.

OnePlan Setup

In order to do the OnePlan setup, you need to be an admin, meaning you are a user with Owner permissions in OnePlan. If the Advanced Settings are enabled for your group, continue to the next steps. If the Advanced Settings are NOT enabled, contact OnePlan for assistance.

  1. Log in to your OnePlan group with your Office365 account.

  2. Open the Admin pages by clicking on the Settings gear.

  3. Select Integration in the admin navigation.

  4. Click the + (plus) icon in the Authentication Keys section.

  5. Save the key name and generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.

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Enable OnePlan App Permissions

These steps will require action from the client's Tenant Administrator to enable app permissions and consent.

  1. Log into your OnePlan group using your Office365 account.

  2. Open the Admin pages by clicking on the Settings (gear) icon.

  3. Select Users on the Admin Navigation panel.

  4. Expand the AD Synchronization section.

  5. At the bottom of the section, locate: To Synchronize users, you must enable app permissions: here. Click on the blue here button to allow the tenant administrator to grant permissions.

    Note

    The Tenant Administrator will have to provide their Tenant Credentials to approve the app permissions.

  6. After enabling the app permissions, navigate to https://my.oneplan.ai/account/ConsentIntegration to provide admin consent for the specific OnePlan Group.

    Note

    The Tenant Administrator will have to provide their Tenant Credentials to approve the app permissions.

OneConnect Setup

To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.

  1. Go to https://my.oneconnect.ai.

  2. Navigate to Microsoft Entra ID Users to OnePlan. Click the Configure button. The integration configuration form will open.

  3. Complete the Microsoft Entra ID Users to OnePlan integration configuration form.

      • Tenant Domain: This is the URL for the tenant organization, this can be found in Microsoft Entra Admin Center > Identity > Overview > Primary Domain URL (i.e., TenantName.onmicrosoft.com).

      • Authorize (Button): This can be used as an alternative to creating a Client Id and Client Secret. A Tenant Administrator will have to enter their credentials on behalf of the Organization for the permissions to work.

      • (Optional) Client Id: This is the app registration Client Id that will be generated by the Tenant Administrator within the client’s organization. This can be used in place of the Authorize button.

      • (Optional) Client Secret: This is the app registration Client Secret that will be generated by the Tenant Administrator within the client’s organization. This can be used in place of the Authorize button.

      • (Optional) Microsoft Entra ID Group: Enter the group name(s) that will be synced over into OnePlan from Microsoft Entra ID.

        Note

        This field is case sensitive.

        Complete the Microsoft Entra ID section.

        Note

        Expand the Additional Options heading to see all the necessary fields to be filled in.

    2. Click Next.

    3. Complete the OnePlan section.

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    4. Click Next.

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