This section provides a simplified overview of required setup O365 and sharedo to be used together. A step by step detailed guide is provided in later sections;

• Authentication of users
  • Setup an app registration in O365/Azure active directory for sharedo
  • Configure O365 authentication in sharedo using the client ID generated in the previous step.
  • Add O365 users to sharedo
• Document management
  • Setup a service account user in O365/Azure active directory that sharedo can use to connect to sharepoint and interrogate documents.
  • Setup site collections for current and future years
  • Configure repositories in sharedo to use sharepoint online.
• Ingesting team emails into sharedo
  • Setup team email addresses in O365
  • Configuring monitored email addresses in sharedo
• Sending emails from sharedo
  • Choose an outbound email mechanism (SMTP / Graph API)
  • Sending emails using O365 SMTP
    • Setup O365 SMTP
    • Configure a service account in O365
    • Configure sent items behaviour in O365
    • Grant “Send as” permissions for the service account on team emails
  • Sending email using Graph API
    • Setup an app registration and secret
    • Configure the sharedo linked service for O365 – Email
    • Configure the sharedo feature for Outbound Email
    • Link system and user accounts