Exact Synergy Enterprise

Single sign-on configuration guide for Synergy Office Integration (SOI)

Introduction

Synergy Office Integration (SOI) allows for closer integration between Exact Synergy Enterprise and Microsoft Office. When you install SOI, you will be able to access Exact Synergy Enterprise using Microsoft Outlook. On top of that, you will be able to perform other functions such as saving and viewing documents, saving presentations, and spreadsheets directly and easily to Exact Synergy Enterprise.

In Exact Synergy Enterprise product update 256, the federated identity (previously referred to as single-sign on) with Microsoft Entra ID via WS-Federation and OAuth was implemented. This document describes how you can use the federated identity for SOI.

How do I configure SOI with Microsoft Entra ID (for product updates 503SP3 and above)?

Note: The verification code is required to log in. Download the Authenticator application onto your phone.

1. Open Microsoft Word, Microsoft Excel, Microsoft Outlook, or Microsoft PowerPoint. You will see the following screen:



2. Click Next. The following screen will be displayed:

 

3. Define the following fields:
• Authentication Mode — Select Microsoft Entra ID Authentication.
• Authority — When Microsoft Entra ID is used, the value at Authority is taken from the Federation Metadata document URL in the Microsoft Entra ID portal.
• ClientID — When Microsoft Entra ID is used, the value at ClientID is the client ID from the native application in the Microsoft Entra ID portal.
• App ID URI — Type the web address of the application where you will get the ID.
4. Click Next. The following screen will be displayed:

 

5. Type your login information at Sign in.
6. Click Next. The following screen will be displayed:

 

7. Type your password at Enter password.
8. Click Next. The following screen will be displayed:

 

9. Open the Authenticator application on your phone.
10. Type the code displayed in the Authenticator application at Code.
11. Click Verify.

Related documents

• Exact Synergy Enterprise Single Sign-on configuration guide (web.config)
• Exact Synergy Office Integration startpage
• How-to: Retrieving information for Microsoft Entra ID