
HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
Embedding your Halo Self-Service Portal into Microsoft Teams with Automatic Sign-in
Introduction
Prerequisites
- Complete the guide "Embedding your Halo Self-Service Portal into Microsoft Teams" to set up your Self-Service portal embedding in Microsoft Teams. This prompts Users to sign in.
- Azure Single Sign on has been configured for your Halo Self Service Portal
- You are on Halo version 2.120 or above
Complete these additional steps to get Teams to automatically sign-in to Halo.
** Please note that configuring this will mean the pop-up to manually log into Halo will no longer function within Teams. If a User is not a User in Halo, they will not be able to log into the Portal, unless the setting to "Automatically create unmatched users that login with Azure AD but aren't present in Halo" is enabled.**
Azure AD application
The Azure AD application should be the same application you used to initially set up your Teams embedded Halo Portal, and the same application you used to configure Azure SSO with your Halo Portal.
"Expose an API" needs to be configured for your Azure AD application.
Follow this guide from Microsoft: https://learn.microsoft.com/en-us/microsoftteams/platform/tabs/how-to/authentication/tab-sso-register-aad#to-expose-an-api.
Make note of your Application ID URI as this will be needed later. This should be in the format of;
api://{HaloPortalUrl}/{AzureAppId}
Where;
- {HaloPortalUrl} = the base URL of your Halo Portal.
- {AzureAppId} = the Application (Client) ID of your Azure AD application.
Teams application
In your Teams application config (https://dev.teams.microsoft.com/) select the Single Sign on tab.
Set Application ID URI equal to the Application ID URI you noted down earlier.
Also make sure the Application (client) ID on the Basic Information tab is set to your Azure Application ID.
Save and preview your changes.
When the Halo Portal loads, it should now retrieve an id token and automatically sign you into Halo.
Popular Guides
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Suppliers
- Syncing Exchange Calendars