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Pre-requisites

Performing this task will require the following:
  • Portal Administrator privileges
  • Global Admin privileges on the Tenant/Office 365 instance
  • The 3.2 portal version is only supported to 3.2 version of core application. It is required to install and upgrade the core application before upgrading the self service portal. To upgrade the core solution follow https://help.work365apps.com/documentation/billing/upgrade-work-365/

Time required

The steps outlined in this task will take approximately 15-25 minutes.

Notes: The recommended approach for managing the Work 365 Self-Service Portal is to setup two Applications in Azure AD.  If you are upgrading from a previous version of the Work 365 Self-Service Portal, you may continue to use the single Application approach since switching to a two Application approach will require that your existing users re-consent to the Application.

Using the two Application approach will reduce signup friction for new Users, where previously Admin consent was required for Portal Signup. With the new approach, the Admin consent is required only for the Manage License experience, allowing end users to sign up for the Portal without requiring Admin consent.

Procedure

If you are setting up Work 365 Self-Service Portal for the first time, follow Setting up Work 365 Self-Service Portal’ for the First Time

If you are upgrading from version 2.7 or earlier of the Work 365 Self-Service Portal, refer Upgrading to Work 365 Self-Service Portal’ solution ver. 3.2.0.10 using two Application approach

If you are upgrading from version 3.0 of the Work 365 Self-Service Portal having already configured the Portal for the ‘Manage License’ experience and would like to stick with the same single Application approach there is no additional configuration to be done.

If you are upgrading from version 3.0 of the Work 365 Self-Service Portal, and have not already configured the Portal for the ‘Manage License’ experience we would highly recommend to follow the two Application approach by referring to Upgrading to Work 365 Self-Service Portal’ solution ver. 3.2.0.10 using two Application approach

Setting up Work 365 Self-Service Portal’ for the First Time

Note: Both the steps below may or may not be needed depending on how you plan to configure your Portal.

Step 1: Enable Azure AD authentication for the Portal.

Note: Although the ‘Work 365 Self-Service Portal’ functionality works with any mode of authentication, the ‘Manage License’ experience within the ‘Work 365 Self-Service Portal’ will strictly require Azure AD authentication.
Please follow the instructions in the article ‘Setting up Azure AD Authentication for Portal’ to enable your Portal for Azure AD authentication.


Step 2: Enable Office 365 License Management for the Portal

Note: This feature works only if you have enabled ‘Azure AD’ authentication for the Portal. (as described in step #1 above)     
Please follow the instructions in the article ‘Enable Portal for Office 365 License Management’ to enable Office 365 License management within your Portal
 

Upgrading to Work 365 Self-Service Portal’ solution ver. 3.2.0.10 using two Application approach

Note: These steps are applicable for customers who were previously on Work 365 Self-Service Portal’ solution ver. 2.7 or ver. 3.0 and plan to follow the two Application approach after upgrading to Work 365 Self-Service Portal’ solution ver. 3.2

Step 1: Enable Azure AD authentication for the Portal.
Since you are already using the previous versions of ‘Work 365 Self-Service Portal’ solution, Azure AD authentication may already have been configured, in which case this step can be ignored.

Please follow the instructions in the article ‘Setting up Azure AD Authentication for Portal’ to enable your Portal for Azure AD authentication.

Step 2: Disable Office 365 License Management setup for Portal
This step is needed only If you had enabled Office 365 License Management on the previous version of your Portal.

To confirm if you had enabled Office 365 License Management on the previous version of Portal navigate to the application you had created within your ‘Azure Portal’ and check for any ‘Redirect URI’ configured which had the term ‘license’ in the URL.

If you find any URL with the term ‘license’ (as below) you will need to disable the same, by following the article below. This is needed as we are moving the Office 365 License Management configuration to the new application (as mentioned in Step 3)

In case you don’t find any such URL configured this step can be ignored.



Please follow the instructions in the article ‘Disable Office 365 License Management setup for Portal’.

Step 3: Enable Office 365 License Management for the Portal 

Note: This feature works only if you have enabled ‘Office 365’ authentication for the Portal (as described in step #1).

Performing this step ensures that the ‘Admin consent’ process which was previously needed to access the Portal is no longer required. Going forward the ‘Admin Consent’ will only be required if users accesses the ‘Manage License’ functionality on the Work 365 Portal.

After performing this step, any new portal user for a new customer should now be able to access the Work 365 portal without requiring the ‘Admin Consent’.
    
Please follow the instructions in the article ‘Enable Portal for Office 365 License Management’ to enable Office 365 License management within your Portal.