Introduction
This document describes how to install, configure and use the QLM / Office 365 module (QLM-O365).
QLM-O365 is designed to perform the following tasks:
- Export customers from QLM to O365 contacts
- Export contacts from O365 to QLM customers
Requirements
- The QLM-O365 module is designed to work with Office 365 2018.
- .NET 4.5 must be installed on the target system.
- QLM Enterprise Edition
Installation
QLM-O365 is automatically installed with QLM. It is typically located in:
C:\Program Files\Soraco\QuickLicenseMgr\Integrations\QlmOffice365
Azure Application
In order to enable QLM to communicate with Office 365, you need to register an App in the Azure Active Directory service as shown below.
- Login to O365
- Go to the Admin centers
- Click "Azure Active Directory"
- Click All services
- In the "Security + Identity" section, select "App registrations"
- Click "New application registration"
- Enter a name for the application such as: QLM O365 Integration
- Set the Application Type to: Native
- Set the Sign-on URL to: http://localhost
- Click Create
- Once the App registration is created, make a note of the Application ID. You will need it later on when running the QlmOffice365 tool.
- Then, click Settings and select Required Permissions
- Click Add then "Select an API"
- Click "Microsoft Graph" then click Select
- In the Select Permissions section, check the following entries:
- Read and write user and shared contacts
- Read user and shared contacts
- Click Select then click Done
Configuration
The first time you launch QLM-O365, you must configure it to connect to your QLM License Server:
- Go to the Settings tab
- Enter your O365 Application ID
- Enter your O365 Authority URL
- Enter the URL to your QLM License Server
- Enter the communicationEncryptionKey of your QLM License Server
- Enter the adminEncryptionKey of your QLM License Server
Export to Office 365
To export QLM customers to Office 365 Contacts
- Go to the “Export Customers to Office 365”
- Click “Load Customers from QLM”
- Select each customer that you would like to Export
- Click “Export to Office 365”
- Login to O365 when prompted
- A dialog will display the result of the operation.
Export to QLM
To export Office 365 Contacts to QLM customers
- Go to the “Export Contacts to QLM”
- Click “Load Contacts from Office 365”
- Select each customer that you would like to Export
- Click “Export to QLM”
- A dialog will display the result of the operation.
Command Line
You can automate the export process by creating a scheduled task that runs a command line version of the export tool.
Syntax for running QlmOffice365 from the command line:
QlmOffice365.exe /from [o365|qlm] /to [o365|qlm] [/overwrite]
Example 1: Import from Office 365 to QLM, do not overwrite existing entries
QlmOffice365.exe /from o365 /to qlm
Example 2: Import from Office 365 to QLM, overwrite existing entries
QlmOffice365.exe /from o365 /to qlm /overwrite
Example 3: Import from QLM to Office 365, do not overwrite existing entries
QlmOffice365.exe /from qlm /to o365
Example 4: Import from QLM to Office 365, overwrite existing entries
QlmOffice365.exe /from qlm /to o365 /overwrite
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