Addovation Share for Teams - Setup Guide

Last Updated: 2025-12-26

IFS Configuration

Deploy Projection using Build Place

Refer Technical Documentation For IFS Cloud - docs.ifs.com

Configure IFS Values

There are few configurations required in IFS to support OAS 365 Teams Integration.

Prerequisites

  • A service user with granted permission to Teams Integration projections.

Setup a Client

A Client Id along with Secret is required to authenticate end users.

  • Sign in to IFS environment
  • Go to Solution Manager > User and Permissions > Identity and Access Manager > Select IAM Client
  • Select + (Add New) button
  • Enter unique Client ID
  • Enter a Description
  • Enable Service Accounts
  • Select service user from the Username
  • Click Ok button

  • Search and select newly created Client Id from IAM Client list.
Note

Client Id is required to configure OAS 365 Teams Integration in Addovation Cloud Portal.

Note

Client Secret is required to configure OAS 365 Teams Integration in Addovation Cloud Portal.

Client Id and Client Secret is available in IAM Client Details

Note

RealmId is required to configure OAS 365 Teams Integration in Addovation Cloud Portal. Realm Id is available in IFS Login URL

Azure Configuration

Resource group

A resource group is a container that holds related resources for an Azure solution. The resource group can include all the resources for the solution, or only those resources that you want to manage as a group.

Note

If you already have a resource group, you could use the existing group.

  • Sign into the Azure portal with your Azure account.
  • Select Resource groups and then select Create.

  • Enter the following values:

    • Subscription: Select your Azure subscription.
    • Resource group: Enter a new resource group name.
    • Region: Select an Azure location, such as Norway East.

  • Select Review + Create

  • Select Create. It takes a few seconds to create a resource group.

  • Select Refresh from the top menu to refresh the resource group list, and then click the newly created resource group to open or select Notification (the bell icon) from the top and select Go to resource group to see the newly created resource group.

Register New Application in Azure

The Microsoft identity platform performs identity and access management (IAM) only for registered applications. Whether it's a client application like a web or mobile app, or it's a web API that backs a client app, registering it establishes a trust relationship between your application and the identity provider, the Microsoft identity platform.

To register an application

  • Select Microsoft Entra ID and select App registrations

  • Select New registration to add new application

  • Provide a unique name to the application.

  • Select Authentication -> Add a platform -> Web

  • Configure the redirect URL provided by Addovation and click Configure button.

Once the web app is registered, the next step is to register the single-page application.

  • Select Authentication -> Add a platform -> Single-page application

  • Configure the redirect URL provided by Addovation and click Configure button.

Add Client Secret

  • Go to Certification & Secret --> Select Client secrets tab --> Click New client secret

  • Provide a secret name
  • Set expires in
  • Click on Save button

Note

Client Secret is required configure the Teams Integration in Addovation Cloud Portal.

Important

Once you created client secret save it for future use. The secret has one time access

Add API Permissions

API Permissions are required to define level of access to the user provided through registered App in Azure AD.

  • Go to API Permission -> Add a permission

  • Select Microsoft Graph

  • Select type between Delegated permissions and Application permissions
  • Search required permission name
  • Select the permission name(s)
  • Click Add permissions

For an app to access data in Microsoft Graph, the user or administrator must grant it the permissions it needs. This topic lists the delegated and application permissions exposed by Microsoft Graph.

Refer Microsoft Graph permissions for more details.

  • Add following API permissions to the Application and grant admin consent for tenant.

Deploy Teams Integration App

To integrate the Teams Integration App with MS Teams, you need to upload it to the MS Teams Admin portal to make it available as an app in MS Teams.

  • Select Teams apps -> Manage apps -> Upload new app

  • Upload the app package file provided by Addovation.

App Installation

Teams Apps store

  • Open Microsoft Teams and log in to your account.

  • In the left sidebar, click on the Apps icon. It may appear as a plus sign inside a square and be labeled as Apps.

  • In the Apps section, you can browse through the featured apps, or you can use the search bar to find the Teams Channel App.

  • Click on Addovation OAS 365 button

  • Now It will Open Addovation OAS 365 window as below.

  • Click on Add to a team button

  • Select your channel from the dropdown.

  • Click Set up a tab button.

A tab for OAS 365 will appear in the channel's menu.

Configure the Share tab (channel)

Each channel can have its own separate Share tab app and configuration. For example, one channel may be just customer focused, while another may be project and customer focused. The channel configuration determines what the end-user sees.

  • Go to the Teams channel's configuration menu (the "..." button to the right of the channel name) and select 'Rename channel' from the context menu to update the channel description.

In the channel's description field put your preferred filter (based on one or more logical units in IFS Cloud).

For example, documents connected to the customer ID SPC100:

LU_NAME=CustomerInfo KEY_REF=CUSTOMER_ID=SPC100^

For example, documents connected to the customer SPC100, and work order #76, and Part Revision #38134090:

LU_NAME=ActiveWorkOrder KEY_REF=WO_NO=76^, LU_NAME=CustomerInfo KEY_REF=CUSTOMER_ID=SPC100^, LU_NAME=EngPartRevision KEY_REF=PART_NO=38134090^PART_REV=R01^

  • After having configured the channel you can open the Teams Channel App and see the documents connected to your logical units.

Network Configurations

Click here to read details about network configurations.