Microsoft Entra ID to OnePlan Resource Center Integration - Integration Setup

1. Log into your OnePlan group using your OnePlan login credentials.

2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.

3. Navigate to the Integration section in the left-hand navigation panel. 

4. Next to the Authentication Keys section click the +Add Key button. 

5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD. 

6. Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that this key will no longer be visible after the page is refreshed. 

Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.

1. Log into your OnePlan group using your OnePlan login credentials.

2. Click on the ? icon in the upper-right corner of the screen.
3. Select Getting Started > Begin Setup.
4. Navigate to Step 5: Integration.
5. Locate and click on Microsoft Teams: Enable Permissions, allow the tenant administrator to grant permissions.
   • The tenant administrator will have to provide their tenant credentials to approve the app permissions on behalf of the organization.

6. Open the OnePlan configuration pages by clicking on the Settings (gear) icon.

   • Please note that some steps listed below should have been covered during Technical Readiness.

7. Select Users on the Admin Navigation panel.

8. Expand the AD Synchronization section.

9. 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.

   • The tenant administrator will have to provide their tenant credentials to approve the app permissions on behalf of the organization.

10. Once the permissions have been granted for step 9, go to the OnePlan configuration page, go to Integration section, locate: To allow integration to this tenant, please make sure you are logged in with a tenant admin and click here. Click on the blue here button to allow the tenant administrator to grant permissions. 
    • The tenant administrator will have to provide their tenant credentials to approve the app permissions on behalf of the organization. 

11. Once the permissions have been granted for step 10, navigate to  https://my.oneplan.ai/account/ConsentIntegration to provide admin consent for the OnePlan Group.

    • The tenant administrator will have to provide their tenant credentials to approve the app permissions on behalf of the organization. 

1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai)

2. Navigate to Microsoft Entra ID Users to OnePlan. Click Configure.

   

Microsoft Entra ID Connector

Connecting to Microsoft Entra involves four key sections, each with its associated fields.

1. Locating Entra Environment - 
   1. Tenant Domain: 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).
2. Authentication Options - Each option here is a separate way to authenticate to Entra ID. 
   1. Authorize Button -  To add the default OnePlan application to use the integration. A Tenant Administrator will have to enter their credentials on behalf of the Organization.
   2. Modern Authentication - Used instead of the Authorize button. This option includes entering a Client Id and Client Secret.
      • Client Id and Client Secret: For instructions on how to set the Client Id and Client Secret up, please review the Microsoft Entra ID Authentication Methods steps. 
3. Additional Integration Settings - These are options relating to the integration that might fulfill your needs.  
   1. Optional: Microsoft Entra ID Groups: Groups entered here will only have those users queried and imported into OnePlan. If this field is left blank, all users will be queried from your tenant to be imported into OnePlan. This field is case sensitive. Filters are recommended to only import the necessary resources into OnePlan. Located in Additional Options.
4. Test & Save - Confirm the connection to Entra ID authenticates and save your settings. Located at the bottom of the connector.  
   1. Test the connection to verify correct settings. A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
   2. Save the configuration to finalize setup. 

OnePlan Connector

Connecting to OnePlan involves two key sections, each with its associated fields. 

1. Connect to OnePlan - 
   1. Optional: Group Name: The name of the OnePlan Group you intend to integrate with. 
   2. Authentication Key: Paste the generated OnePlan Authentication Key obtained from OnePlan.
   3. Optional: Alternate OnePlan Environment URL: If using an environment other than the default environment, select the appropriate URL from the available options. Located in Additional Options. 
2. Test & Save - Confirm the connection to OnePlan authenticates and save your settings. Located at the bottom of the connector.
   1. Test the connection to verify correct settings. A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
   2. Save the configuration to finalize setup.