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Version: 11.5

DeskAlerts Microsoft Teams Bot installation and configuration

Pre-requisites

  1. Active Azure Subscription
  2. A Resource group within the subscription
  3. Teams module license for DeskAlerts server

1. Create Azure Bot resource

1.1. Register the Application

Go to Azure portal > "App registrations" > "New registration"

Register new App

1.2. Choose Account Type

  • Name: Any unique name
  • Supported account types: Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant)
  • Click "Register"

Configure account type

1.3. Save App ID and Tenant ID

  • After the app is created, copy the Application (client) ID and Directory (tenant) ID to a secure location
  • Click “Add a Certificate or Secret”.

App ID & Tenant ID

1.4. Create a Client Secret

  • Click “New Client Secret”.
  • Set a Description and Expires date.
  • Click “Add”.

Client Secret

  • Copy the Secret Key Value and save it.

Client Secret Generated

1.5. Create Azure bot

Go to Azure portal, click "Create a resource" > find a resource called "Azure bot" and click Create

Create Azure bot

Configure parameters:

  • Bot handle (Globally unique)
  • Select Subscription and Resource group
  • "Pricing tier" > "Change plan" > "Free" > "Select"

Configure Azure bot parameters

  • Type of App > "Single tenant"
  • Creation type > "Use existing app registration"
  • App ID: paste "Application (client) ID" you copied earlier
  • App tenant ID: paste "Directory (tenant) ID" you copied earlier

Click "Review + create" > "Create"

Configure Azure bot parameters

Wait for resource deployment to finish and click "Go to resource"

Configure Azure bot parameters

1.6. Set Up the Bot Profile

Adjust optional settings:

  • Icon: a PNG image of your choice
  • Display Name.
  • Description
  • Click “Apply”.

Bot Profile

1.7. Configure DeskAlerts Endpoint

  • Navigate to "Settings" > "Configuration".
  • Add the DeskAlerts Messaging endpoint: https://yourcorpserver.com/DeskAlerts/msteams/api/messages (where https://yourcorpserver.com/DeskAlerts is your DeskAlerts URL, and msteams/api/messages is the endpoint the bot will use to send the alerts)
  • Ensure this URL is reachable over the internet.
  • Click “Apply”.

Configure endpoint

1.8. Connect bot to Microsoft Teams channel

  • Navigate to "Settings" > "Channels".
  • Find Microsoft Teams.
  • Click Add.

Add Microsoft Teams channel

  • Agree with Terms and Conditions.

Accept terms and conditions

  • Messaging: Microsoft Teams Commercial (most common).
  • Click Apply.

Apply channel settings

  • Close the channel configuration page and verify that the Microsoft Teams channel is available

verify teams channel


2. Install DeskAlerts Server and Configure Integration

2.1. Install DeskAlerts Server

warning

You need to provide Teams Bot credentials in the DeskAlerts server installer. If fields are left blank, the Teams Bot service will not be created by the installer, which makes Teams integration impossible.

  • Perform DeskAlerts Server install.
  • Insert App ID, Tenant ID, and Secret Value in the MS Teams configuration window of the installer and finish the install.

MS Teams Configuration

2.2. Locate the Manifest File

  • After installation is finished, navigate to DeskAlertsMSTeams service folder (C:\inetpub\wwwroot\DeskAlerts\msteams by default) and take a note of the manifest.zip file location. You can navigate to this folder in IIS if you right click the DeskAlertsMSTeams website and select Explore.

Exploring teams service directory

Locating manifests.zip File


3. Add DeskAlerts Teams Bot Application to your tenant

3.1. Open MS Teams Admin Center

3.2. Upload the Manifest File

  • On the right side of the page select Actions > Upload New App.
  • Select the manifest.zip file.

Upload New App Upload Process

  • After upload completes search for "DeskAlerts" to verify it has been installed:

Upload Process

Note: Azure AD synchronization must be performed on your DeskAlerts server and Teams users must be present in the DeskAlerts Audience.

4. Add DeskAlerts Teams Bot to all users in the tenant

  • In Microsoft Teams Admin center navigate to Teams apps > Setup policies > Click Global (Org-wide default)
  • installed apps > Add apps > find "DeskAlerts 11 Bot" in the list > Click Select > Add

![Configure setup policy on tenant]Upload Process

  • Add the app to pidded the same way (optional)
  • Clieck Save
  • Confirm changes t oGlobal (Org-wide default) policy by pressing Confirm

Configure pinning Confirm global changes

Users will receive DeskAlerts Teams bot app and it will be pinned according to the policy:

Teams bot in users account

If configured correctly, MS Teams will display the following confirmation:

Success Message

Troubleshooting

If you see an error message like this:

Error Message

Steps to Resolve:

  1. Go to the DeskAlerts server and initiate Azure AD Sync.
  2. Delete the DeskAlerts bot in MS Teams.
  3. Add the bot again from the list of applications.

Delete Bot