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LibChat: Use Microsoft Teams with LibChat screensharing

In this article

Before you begin: please note that screensharing is available as an add-on to your LibAnswers subscription. Learn how to enable LibChat screensharing for your LibAnswers system.

LibAnswers supports using the Microsoft Teams online meeting platform to provide screensharing functionality within LibChat.

To get started, you will need to work with your institution's IT administrator to set up the integration between Microsoft Teams and your LibAnswers system.

  • Step 1. An Admin user will need to register the LibAnswers app with Microsoft for your organization. You may want to ask the appropriate IT staff member do this, though it may not be required for your organization.
    • Registering an app is what allows you to create Teams meetings while using LibChat.
    • The LibAnswers app requires only the OnlineMeetings.ReadWrite permissions to be granted (offline access will need to be enabled). No other account permissions are needed by LibAnswers.
    • The person registering the app can user either their organizational Exchange/Office 365 account, or a personal Microsoft account.
  • Step 2. Once the app has been registered, a LibAnswers admin will need to enter the Application ID and Application Secret (provided during the registration process) in your LibAnswers screensharing settings.
    • Please note: it may take a few minutes after the app is registered before LibAnswers will be able to communicate with it.
  • Step 3. After the integration has been set up and enabled, users can authorize the integration in their LibAnswers account settings. This will allow them to start launching screensharing sessions using Teams.
    • IMPORTANT: depending upon your organization's consent framework settings, an Office 365 administrator may first need to approve a user's app authorization before they can connect it to their Teams account.

Step 1. Register the app for your institution

Before you can enable the Microsoft Teams integration for your LibAnswers system, you must first register the LibAnswers app for your organization. Although you may prefer to ask a member of your IT staff to do this step, it is not required. Once the app has been registered, you will receive a unique Application ID and Application Secret, which LibAnswers needs in order for OAuth 2 sync to work. This step only needs to be done once.

In addition to following the instructions below, your IT staff will also need to provide you with the MaxInactiveTime value for your institution's Azure Active Directory setup.

A. Obtaining the Redirect URL

The first part of this step is to obtain your system's Redirect URL. A LibAnswers admin will need to do this part.

  1. Log into LibAnswers and go to Admin > LibChat Set-up.
  2. Click on the Screensharing APIs tab.
  3. In the Screensharing Integration box, select Microsoft Teams from the Screenshare Status dropdown.
  4. Click the Save button.

Screensharing integration panel

  1. In the My Institution's Keys box, you'll find the Redirect URL for your system.
    • If you will be completing the app registration yourself, leave this page open in a separate browser tab. You'll need to copy and paste this URL during the registration process.
    • Otherwise, provide this URL to the person completing the app registration.

Redirect URL in the My Institution's Keys panel

B. Registering the app

The person who will be registering the app for your organization will complete the following steps. (This only needs set up once.)

  1. Sign into the Microsoft Azure App Registrations service with your Microsoft account.

Microsoft Azure sign in page

Searching for the App registrations service

  1. Click on the New Registration button.

The New Registration button

  1. On the Register an application page, give your new application a name to help you identify it (i.e. LibAnswers screensharing).
  2. For the Supported account types, select the level of access that you want to allow.
  3. ​For the Redirect URI setting, leave the dropdown set to Web and enter the Redirect URL provided in your LibAnswers Azure AD OAuth2 settings.
  4. Click the Register button.

The Name, Supported Account Types, and Redirect URI options

  1. Once your app has been registered, you'll be taken to its Overview page. Locate the Application (client) ID and copy it -- you'll need to enter this in your LibAnswers Integrations settings.
    1. If you selected Accounts in this organizational directory only for the Supported Account types above, locate the Directory (tenant) ID and copy that as well -- you'll need to enter it in LibAnswers.

The Application ID on the Overview page

  1. Under the Manage menu, click on Certificates & secrets.
  2. Under Client secrets, click on the New client secret button.

The New Client Secret button

  1. In the Add a Client Secret window, enter a description for this secret (it'll help you identify where this is being used).
  2. Under Expires, select whether you want this secret to automatically expire or not.
    • If you select In 1 year, for example, you will have to generate a new secret and add it to your LibAnswers screensharing settings in order for syncing to continue working.
    • If you do not want to replace this secret, select Never.
  3. Click the Add button.

The Add a Client Secret window

  1. Once the secret has been created, copy it -- you'll need to enter this in your LibAnswers screensharingsettings along with the Application ID.

Copying the client secret

  1. Under the Manage menu, click on API Permissions.
  2. Click on the Add a permission button.

The Add a Permission button

  1. In the Request API Permissions list, click on Microsoft Graph.

The Microsoft Graph button

  1. Click on Delegated Permissions.

The Delegated Permissions button

  1. Select the offline_access checkbox.
  2. Under OnlineMeetings, select the OnlineMeetings.ReadWrite checkbox.
  3. Click the Add permissions button. Once finished, remember to provide the Application ID and Client Secret to the LibAnswers admin so they can enter it into LibAnswers to enable the app (see Step 2 below).

Selecting and adding permissions

Step 2. Enable Azure AD OAuth 2 sync in LibAnswers

Once the Application ID and Application Password have been obtained during the app registration process, the LibAnswers Admin will use these to enable syncing for their LibAnswers system.

  1. Log into LibAnswers and go to Admin > LibChat Set-up.
  2. Click on the Screensharing APIs tab.
  3. In the My Institution's Keys box, enter the Application ID obtained during the app registration process.
  4. In the Application Secret field, enter the Application Password obtained during the app registration process.
  5. If you set up the Azure app to be a single tenant application (i.e. only allow users from your organization), enter the app's Directory (tenant) ID in the Tenant ID field.
  6. Click the Save button.
    • Please note: it may take a few minutes after registering the app with Microsoft's Azure Portal before LibAnswers will be able to communicate with it.

application ID, application secret, and tenant ID fields

Step 3. Connecting a LibAnswers user's account to their Microsoft Teams account

The last step in the process is for each user to authorize the Microsoft Teams app in their LibAnswers user account settings. Note: each user must have LibChat enabled in their user account settings before they can authorize the Teams app.

To do this, each user must:

  1. Log into LibAnswers and click on their email address in the navigation bar. This will take them to their account settings page.

the email address link in the navigation bar

  1. On the Manage Account page, under LibChat Settings, click the Authorize Teams button.

authorize teams button

  1. Follow any prompts to grant authorization to the LibAnswers app.

Using LibChat screensharing

Once you've granted authorization, you'll be redirected back to LibAnswers. You can then begin using LibChat screensharing when chatting with patrons! (You can also use screensharing for internal chats, too!)

Deauthorizing the LibAnswers app for your Microsoft Teams account

If a user would no longer like to use the Microsoft Teams screensharing integration with your LibAnswers account, they can deauthorizing the app at any time.

To do this, each user must:

  1. Log into LibAnswers and click on their email address in the navigation bar. This will take them to their account settings page.

the email address link in the navigation bar

  1. Under LibChat Settings, click on the Remove button next to the Current Teams Account.

the remove button

  1. Follow any prompts to revoke authorization from the LibAnswers app.

Once the app is deauthorized, you will need to grant authorization again in order to use LibChat screensharing.

Uninstalling the LibAnswers app for your organization

Admin users can completely disable the Microsoft Teams integration for all users. This will prevent users from setting up the integration with their Microsoft Teams accounts and launching screensharing sessions with it.

  1. Go to Admin > LibChat Set-up.
  2. Click on the Screensharing APIs tab.
  3. In the Microsoft Teams panel, empty the Application IDApplication Secret, and Tenant ID fields.
  4. Click the Save button.