Application integration using Microsoft Graph

Application integration using Microsoft Graph

Relatics provides users with the ability to relate and manage all data relevant to a systems engineering model. In some situations, however, it might be preferred that data be stored and edited in Microsoft Graph. Therefore, it is possible to integrate Microsoft Graph with Relatics. If Graph is integrated with Relatics, you can relate documents managed in Graph to your elements. The Relatics interface keeps the documents up to date by automatically synchronizing them. Thus, even when other applications also store files for your project in Graph, you always have the current set of documents available in Relatics.

After integrating Microsoft Graph and connecting it to your workspace, you can choose which external type element will be filled (automatically) with data from Graph. This data cannot be edited from within Relatics, but it will be synchronized. So changes made in Graph will be automatically visible in the workspace.

Prepare Graph client for Relatics *

  1. In the environment administration, click on Application authentications.
  2. Click on New key. This opens a dialog wherein you can configure the authentication client.
  3. In the field Name give the Graph client you are about to integrate a relevant name.
  4. In the field API select Microsoft Graph. The dialog will now update and show the fields to be filled out.
  5. In the field Client ID provide the Client ID of the Graph client.
  6. In the field Client Secret provide the Client secret of the Graph client.
  7. In the field Tenant ID provide the Tenant ID of the Graph client.
  8. In the field Environment provide the environment of the Graph client.
  9. Click on Create. Relatics will automatically check if the connection to the Graph client you just integrated is working.

Give workspace access to Graph access key *

  1. In the environment administration, navigate to and click on the Graph access key containing the data you want to integrate into a workspace.
  2. Check if Status is set to enabled. If not click on the icon and in the following dialog toggle Status to enabled. Press Update.
  3. Link the access key to the desired workspace by pressing the icon next to Workspaces with permission and selecting it from the dialog. Press Update.

Integrate Graph client into workspace **

  1. Create a new external type element.
  2. Navigate to the  application integration tab on the left side of the workspace.
  3. Click on New interface. This opens a dialog in which you can configure the Graph interface.
  4. In the field Name give the Graph interface you are about to integrate a relevant name.
  5. In the field Type element select the external type element you created in step 1.
  6. In the field Type of external connection select Dedicated.
  7. In the field Category select DMS.
  8. In the field External service select Microsoft Sharepoint Online.
  9. In the field Access key select the name of the Graph access key. Wait until the dialog updates and shows new fields.
  10. In the field SharePoint site select the name of the Graph site.
  11. In the field SharePoint list(s) select the Graph folders you need.
  12. Click on Create
* In the environment, the administration role of your user must be set to administrator to enable this feature.
** In the workspace, the user type of your user must be set to power user to enable this feature.
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