Recent updates
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How do I use the OnePlan Resource Planner? (Video)
Updated onArticleThis article contains a video that shows how the Resource Planner works and how to use it.
OnePlan Using OnePlan Resource Plans
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Technology & Data Overview
Updated onArticleThe various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft Office 365 platform, with the intent to leverage technology that our customers have already invested in. This also aids in adoption as a familiar application that is heavily incorporated into people’s day to day activities.
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OnePlan Technical Readiness
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What is the Microsoft Digital Partner of Record?
Updated onArticleThe Digital Partner of Record for Office 365 is the partner who is helping the customer design, build, deploy or manage a solution that they have built on the service. It is not the partner who sold the subscription.
We recommend a Digital Partner of Record be assigned to subscriptions right away. Digital Partners of Record can also be assigned for Azure subscriptions in the admin portal for that service.
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide Adding OnePlan as the Microsoft Digital Partner of Record
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Steps to set up DPOR
Updated onArticleNOTE: Office 365 Admin pages change frequently, so these screenshots may not match your environment exactly.
1. Navigate to the Global Admin Portal.
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide Adding OnePlan as the Microsoft Digital Partner of Record
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What is OneConnect & How Does it Work?
Updated onArticleOneConnect is the integration platform built by OnePlan. OneConnect connects data between multiple separate systems to bring data together for central visibility and business intelligence.
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OneConnect Technical Readiness
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Integration Multi-Factor Authentication Considerations
Updated onArticleAny form of Multi-Factor Authentication can cause connection issues with integrations. Where OneConnect integrations are concerned, there are three options to work around Multi-Factor Authentication:
- Disable Multi-Factor Authentication for the Service Account
The simplest and quickest strategy for an integration is to simply not have MFA enabled for the Service Account setup for OneConnect. Many MFA options allow the option of disabling this on a per-user basis.
- IP Whitelist
If your security policy will not allow disabling MFA on the OnePlan Service Account, the next best thing is to enable IP Whitelisting. Many MFA options will allow an account to login to Office 365 without any Multi-Factor requests if they enter through certain IP Addresses. If your security policy will allow this, work with your OnePlan representative to receive the list of IP addresses that pertain to your integration.
- Azure Relay
An Azure relay is an app that OnePlan can assist you in setting up on your network. When installed on an Azure or physical based server inside your network, the relay will periodically contact OneConnect to start any waiting jobs. This takes the normal requests coming from OnePlan's tenant and changes the source to the relay inside your network. Often, this is enough to bypass any MFA request, and allows your company to have control over the origination of integration requests. Contact your OnePlan representative to discuss the need for an Azure Relay. This could also be leveraged if direct external access is not available.
More info on Azure Relay: http://OnePlan.screenstepslive.com/s/product/m/oneconnect/l/848451-what-is-a-relay
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OneConnect Technical Readiness
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OneConnect Setup
Updated onArticleThe pre-requisites for OneConnect include the following:
- Office 365 Tenant
- Service Account(s) with appropriate licenses. It is important that each integration requires a unique service account to prevent potential throttling issues.
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OneConnect Technical Readiness
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OnePlan Office 365 Accessibility
Updated onArticleOnePlan consultants will require the ability to access your Office 365 environment. Please work with your OnePlan project team to identify how they can access your Office 365 environment. Considerations include:
- Direct access via OnePlan laptop
- VDI provided by the customer.
- Customer laptop provided to the OnePlan team members.
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OnePlan Consulting Team Access Requirements
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OnePlan Named Account & Licensing Requirements
Updated onArticleOnePlan consultants will also require named accounts and the following licenses for the duration identified below. This may vary based on your engagement and could be adjusted as the project is initiated.
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OnePlan Consulting Team Access Requirements
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OnePlan Software Requirements
Updated onArticle- Creation of a new Office 365 tenant to support the subscription(s) OR
- Utilization of an existing Office 365 tenant to support the subscription(s).
- A supported web browser is required. Supported browsers are the most current versions of Edge, Firefox, Chrome, and Safari, and the most current or immediately previous version of Internet Explorer.
- OnePlan
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OnePlan Technical Readiness