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Connect Paligo to MS Teams

Abstract

Learn how to connect Paligo to Microsoft Teams either by using a webhook or by using the Paligo App.

You can set up Paligo to either:

  • Only send Paligo activity feed notifications to a channel in MS Teams. We call these activity feed notifications.

  • Only send personal notifications to individual users in MS Teams.

  • Send both activity feed notifications and personal notifications to MS Teams.

Each of these possibilities has a slightly different setup, so consider what sort of notifications you want, and then refer to the appropriate section for instructions:

If you want Paligo to send activity feed notifications and personal notifications to MS Teams, follow the steps below. Activity feed notifications are system events, such as a topic being renamed, and personal notifications are for individual users, such as when they are mentioned in a review comment.

  1. Make sure the prerequisites are in place.

  2. In Microsoft Teams, get your tenant ID. It is on the Properties page as explained in the Microsoft Help:

    https://docs.microsoft.com/en-us/onedrive/find-your-office-365-tenant-id

    Tip

    Alternatively, you can get the tenant ID by selecting the options menu ( ... ) for a team or channel and then selecting Get Link. MS Teams will provide you with a full URL and towards the end of the URL there is an equals sign ( = ). The characters after the equals sign are your tenant ID.

  3. Log in to Paligo via a user account that has admin permissions.

  4. Select your profile name in the upper right corner to display a menu, and then select Settings.

  5. Select the Integrations tab and then find the MS Teams section and select Add.

    Paligo's integration settings - there is a box for Microsoft Teams with an Add button or a Change button.

    Note

    If Paligo has already been set up to connect to MS Teams, you will only see a Change option.

  6. Set the Connection Type to Paligo Teams app.

    Microsoft Teams integration settings. The connection type setting is shown and it is set to Paligo Teams App.
  7. Enter your Microsoft Tenant ID.

    Remember that if you used the Get link technique for finding your tenant ID, you need to edit the URL that MS Teams has provided. You need to remove the equals sign ( = ) and all of the characters before it.

  8. Check the Send activity feed notifications to a Teams channel box.

    This allows Paligo to send the Paligo activity feed notifications to a specific Teams channel.

  9. Enter the name of the Channel that will receive the activity feed notifications. This name has to be an exact match of a channel name in your MS Teams.

  10. Select Save.

Next, you will need to install the Paligo app in MS Teams.

Note

If you use the Paligo App connection, you will need to reinstall the Paligo app in MS Teams each time that changes are made to the Paligo-MS Teams integration settings.

Note

Each different Paligo user will need to set their own personal notification preferences in My Settings.

If you want Paligo to be able to send activity feed notifications to MS Teams, but not personal notifications, follow the steps below. Activity feed notifications are system events, such as a topic being renamed, and personal notifications are for individual users, such as when they are mentioned in a review comment.

  1. Make sure the prerequisites are in place.

  2. In Microsoft Teams, select the options menu ( ... ) for the channel that will receive notifications from Paligo. Select the Connectors option.

    Note

    You can choose a public or private channel, as for channel notifications only, you will use the webhooks connection. The webhooks connection allows notifications to be sent to private channels (but can only be used for activity feed notifications).

  3. Add the Incoming Webhook connector and then give it a name and a logo (the logo is optional). The name can be anything, for example, "Paligo".

  4. Select Create to add the webhook connector. MS Teams then provides a URL.

    MS Teams interface showing the settings for a new webhook connector. The URL that MS Teams provides is highlighted.
  5. Copy the URL and select Done.

  6. Log in to Paligo via a user account that has admin permissions.

  7. Select your profile name in the upper right corner to display a menu, and then select Settings.

  8. Select the Integrations tab and then find the MS Teams section and select Add.

    Note

    If Paligo has already been set up to connect to MS Teams, you will only see a Change option.

  9. Set the Connection Type to Webhook.

    MS Teams integration settings. Connection Type is set to Webhook.
  10. Check the Send activity feed notifications to a Teams channel box.

  11. Use the Filters to choose which activity feed notifications Paligo will send. There are two settings - one for choosing the users you are interested in, and one for choosing the types of events. Check the boxes for the users and events that you want to get notifications for in MS Teams.

    Paligo's MS Teams integration settings. A callout arrow points to the Filters settings. There are two filter combo-boxes, the left one is for filtering by user name. The right one is for filtering by type of event. The event combo-box is selected, revealing a list of the events, each with a checkbox for including or excluding that type of event.

    If you do not want to receive MS Teams notifications about particular users or events, clear their checkboxes.

  12. Paste the URL from MS Teams into the Incoming webhook URL field.

    MS Teams integration settings. The Incoming Webhook URL field has a URL pasted into it from MS Teams.
  13. Select Save.

That's it, it is all set up and ready to go. Next, you should test that Paligo's notifications are received in MS Teams.

If you want Paligo to only send personal notifications to MS Teams, follow the steps below. (Paligo will be unable to send activity feed notifications). Personal notifications are for individual users, such as when they are mentioned in a review comment. Activity feed notifications are system events, such as a publication being published. To find out about the different types of notification, see MS Teams Integration.

  1. Make sure the prerequisites are in place.

  2. In Microsoft Teams, get your tenant ID. It is on the Properties page as explained in the Microsoft Help:

    https://docs.microsoft.com/en-us/onedrive/find-your-office-365-tenant-id

    Tip

    Alternatively, you can get the tenant ID by selecting the options menu ( ... ) for a team or channel and then selecting Get Link. MS Teams will provode you with a full URL and towards the end of the URL there is an equals sign ( = ). The characters after the equals sign are your tenant ID.

  3. Log in to Paligo via a user account that has admin permissions.

  4. Select your profile name in the upper right corner to display a menu, and then select Settings.

  5. Select the Integrations tab and then find the MS Teams section and select Add.

    Paligo's integration settings - there is a box for Microsoft Teams with an Add button or a Change button.

    Note

    If Paligo has already been set up to connect to MS Teams, you will only see a Change option.

  6. Set the Connection Type to Paligo Teams app.

    Microsoft Teams integration settings. The connection type setting is shown and it is set to Paligo Teams App.
  7. Enter your Microsoft Tenant ID.

    Remember that if you used the Get link technique for finding your tenant ID, you need to edit the URL that MS Teams has provided. You need to remove the equals sign ( = ) and all of the characters before it.

  8. Clear the Send activity feed notifications to a Teams channel box.

    This prevents Paligo from sending activity feed notifications to a specific MS Teams channel.

  9. Leave the Channel name field empty.

  10. Select Save.

Next, you will need to install the Paligo app in MS Teams.

Note

If you use the Paligo App connection, you will need to reinstall the Paligo app in MS Teams each time that changes are made to the Paligo-MS Teams integration settings.

Note

Each different Paligo user will need to set their own personal notification preferences in My Settings.