Teams setup guide

This page walks through how to set up the connection between Ebbot and Teams. Note that you need administrator permissions in Azure and Teams admin panels to complete these steps.

Step 1: Create an Azure Bot

  1. Navigate to the Azure portal and log in with your credentials.

  2. Click on + Create a resource.

  3. In the search bar, type "Azure Bot" and press Enter.

  4. From the search results, select Azure Bot and then click Create.

  5. On the "Create an Azure Bot" page, fill in the required information:

    • Bot handle: A unique name for your bot. Please note that Microsoft does not support the characters å, ä, or ö.

    • Subscription: Choose your desired subscription.

    • Resource group: Select an existing resource group or create a new one.

    • Type of App: Select Single Tenant.

    • Ensure that Create new Microsoft App ID is checked.

  6. Proceed by clicking Next until you reach the Review + Create page.

  7. Review your configuration and click Create.

  8. Wait for the deployment to complete. Once you see the confirmation, click on Go to resource.

Step 2: Configure the Azure Bot and Link to Ebbot

  1. In your newly created Azure Bot resource menu, navigate to Settings > Configuration.

  2. Locate the Messaging endpoint field. Copy the Webhook URL from the Ebbot Teams integration page (Settings -> Integrations -> Channels -> User -> Teams) and paste it here. Click Apply to save the changes in Azure.

  3. From the same Azure Bot configuration page, copy the Microsoft App ID. Paste this ID into the corresponding Microsoft App ID field on your Ebbot Teams Integration page.

  4. Copy the App Tenant ID from the Azure Bot configuration and paste it into the App Tenant ID field in the Ebbot Teams Integration settings.

  5. On the Azure Bot configuration page, click on Manage Password located next to the "Microsoft App ID".

  6. This will take you to the Certificates & secrets page. Click on + New client secret.

  7. In the pane that appears on the right, provide a description for the secret and select the maximum expiration period (24 months). Important: Take note of the expiration date, as you will need to create a new secret before it expires to maintain the integration.

  8. Immediately after creation, copy the secret's Value and paste it into the Client secret field on the Ebbot Teams Integration page.

Step 3: Add the Microsoft Teams Channel

  1. In your Azure portal, navigate back to your Bot's main menu and select Channels under "Settings".

  2. Scroll through the "Available Channels" and select Microsoft Teams.

  3. Review the terms of service, check the box to agree, and click Agree.

  4. Click the Apply button at the bottom of the page to finalize the channel connection.

Step 4: Customize and Download the Manifest File

For a more branded experience, you can customize the bot's name, description, and logos directly on the Ebbot Teams Integration page. For optimal results, use transparent PNG images for the icons.

  1. Once all the required fields (Microsoft App ID, App Tenant ID, and Client secret) are filled in on the Ebbot Teams Integration page, a link to download the manifest zip file will become available.

  2. Download the application.zip file to your computer.

Step 5: Upload the App to Microsoft Teams

Note: These steps require administrative permissions for your Teams user account.

  1. Open your Microsoft Teams desktop application.

  2. Navigate to Apps and then select Manage your apps.

  3. Click on Upload an app.

  4. Choose to Upload an app to your org's app catalog and select the application.zip file you downloaded earlier.

  5. After the upload is complete, you can find your new app by navigating to Apps > Built for your org.

Step 6: Configure Teams Admin Center

  1. Navigate to the Teams admin center.

  2. From the left-hand menu, select Teams Apps > Setup Policies.

  3. Click on the policy group for which you want to enable the Ebbot (e.g., "Global (Org-wide default)").

  4. Click the Add apps button.

  5. In the search panel that opens, search for your newly created Ebbot app, select it, and click Add. Confirm by clicking Add again at the bottom of the page.

  6. Your Ebbot app should now appear in the list of apps for that policy.

  7. Restart your Microsoft Teams application for the changes to take effect.

Enabling Image/File Sharing

To allow users to send files to the bot within Teams, a security restriction needs to be configured in your Ebbot account. This requires an "Owner" level account in Ebbot.

  1. In the Ebbot application, go to Settings > Restrictions.

  2. Click the + icon in the top-right corner to add a new restriction.

  3. Configure the restriction with the following settings:

    • Type: file origin

    • Type: whitelist

    • Value: MYDOMAIN-my.sharepoint.com (Replace "MYDOMAIN" with your organization's SharePoint name. For example, if your SharePoint URL is helloebbot.sharepoint.com, the value would be helloebbot-my.sharepoint.com).

    • Ensure the restriction is set to Active.

  4. Save the new restriction.

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