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Using the Connect action

  • Updated: 10/19/2021
    • Automation 360 v.x
    • Build
    • RPA Workspace

Using the Connect action

Use the Connect action to establish a connection with the Office 365 server using your organization's (client ID and tenant ID) and user credentials. All of the fields in this action accept a credential from the Credential Vault or a user-input value.

Prerequisites

Note:
  • The Connect action does not currently support Multi-Factor Authentication or Single Sign-on.
  • The best practice is for a system administrator to perform the following steps.
  1. Log in to the Azure portal using your Office 365 credentials.
  2. Register your application with the Microsoft identity platform to obtain the client ID and tenant ID. See Register your app.
  3. Grant the required permissions for Microsoft Graph to the application. See Permissions for application.
  4. To add a client secret, you must first subscribe to Azure. See Subscribe to Azure.
  5. Add a client secret. See Add a client secret.

For an example on how to setup and connect to the Office 365 OneDrive package, see Working with the Office 365 OneDrive package.

Procedure

To establish a connection to the Office 365 server, follow these steps:

  1. In the Actions palette, double-click or drag the Connect action from the package you want to use.
  2. In the User session field, enter a name for this session.
    Provide this session name in subsequent actions from this package.
  3. In the Username and Password fields, enter your user credentials or insert them from the Credential Vault.
  4. In the Tenant ID field, enter the unique ID for your Office 365 subscription or insert it from the Credential Vault.
  5. In the Client ID field, enter the Office 365 client or insert it from the Credential Vault.
  6. In the Client Secret Key field enter your access token or insert it from the Credential Vault.
  7. Click Save.
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