Table of Contents

Post-Deployment & Configuration

Niamh Ferns Updated by Niamh Ferns

Post-Deployment Overview

Before proceeding, please ensure that you have completed both our Pre-Deployment Checks and PowerPlay Provisioning & Deployment

Connections & Connection References

Estimated Time: 15 Minutes

Before proceeding, our I want to provision a Tokity PowerPlay Environment... form on the DeskDirector Support Portal should have been updated to show that the following solutions were deployed:

  1. DeskDirector Custom Connector
  2. IECB CustOrg Library
  3. IECB ServOrg Library
  4. Service Orchestrator Library

ServOrg Connectors

  1. Log in to Power Apps as your Onboarding Administrator
  2. From the top right corner, select your ServOrg environment:
  3. From the left-hand menu, select the Connections menu
    If this is not available, select ...More from the left-hand menu and pin the Connections menu
  4. Select Create Connection and proceed with configuring the following:
    1. DeskDirector:
      Site Host: <your sub domain>.deskdirector.com
      API Key: Advanced > Developer Corner > API Key
    2. DeskDirector Custom Connector:
      Authorisation: Your API Key prefaced with DdApi (i.e. DdApi YourApiKeyHere)
    1. Microsoft Dataverse:
      Authenticate with Oauth, using the Onboarding Administrator account, then Allow Access when prompted:
    2. Microsoft Teams:
      Sign in using the Onboarding Administrator account, then Allow Access when prompted:
    3. Office 365 Outlook:
      Sign in using the Onboarding Administrator account, then Allow Access when prompted:
  5. With the above steps complete, validate everything is correct. The required Connections should now display in a Connected status:

ServOrg Connection References

  1. Log in to Power Apps as your Onboarding Administrator
  2. From the top right corner, select your ServOrg environment
  3. From the Solutions menu, select Unmanaged > Default Solution:
  4. Select the Connection References menu
  5. For each DeskDirector solution Connection Reference:
    1. Select the Connection Reference
    2. Select the Connection drop-down
    3. Select the relevant Connection created in the previous step
    4. Select Save and Save Changes

ServOrg Connection Reference List:

  • DD Custom Connector
  • IECB Microsoft Dataverse
  • IECB ServOrg - DeskDirector
  • SO - Dataverse
  • SO - DeskDirector
  • SO - DeskDirector Custom Connector
  • SO - MS Teams

CustOrg Connectors

  1. Log in to Power Apps as your Onboarding Administrator
  2. From the top right corner, select your CustOrg environment:
  3. From the left-hand menu, select the Connections menu
  4. Select Create Connection and proceed with configuring the following
    1. Power Automate Management:
      Sign in using the Onboarding Administrator account, then Allow Access when prompted
    2. HTTP with Microsoft Entra ID
      Select Connect directly (cloud-services), then use https://graph.microsoft.com for both the Base Resource and Microsoft Entra ID Resource URLs, then Allow Access when prompted
    3. Microsoft Dataverse
      Authenticate via Oauth using the Onboarding Administrator account, then Allow Access when prompted
  5. With the above steps complete, validate your connections. The required connections should now display in a Connected status:

CustOrg Connection References

  1. Log in to Power Apps as your Onboarding Administrator
  2. From the top right corner, select your CustOrg environment
  3. From the Solutions menu, select Unmanaged > Default Solution:
  4. Select the Connection References menu
  5. For each DeskDirector solution Connection Reference:
    1. Select the Connection Reference
    2. Select the Connection drop-down
    3. Select the relevant Connection created in the previous step
    4. Select Save and Save Changes
CustOrg Connection Reference List:

  • IECB HTTP with Microsoft Entra ID
  • IECB Microsoft Dataverse
  • IECB Power Automate Management

Environment Variables

Estimated Time: 10 Minutes

ServOrg Variables

  1. Log in to Power Apps as your Onboarding Administrator
  2. From the top right corner, select your ServOrg environment
  3. From the Solutions menu, select Unmanaged > Default Solution
  4. Select Environment variables from the Objects panel
For each variable, it is important to add a New Value instead of updating the Default Value

Update the following environment variables:

  1. Custom Connector - Domain: Your DeskDirector host: <your subdomain>.deskdirector.com
  2. IECB ServOrg DD Host URL: Your DeskDirector host: <your subdomain>.deskdirector.com
  3. SO - Domain: Your DeskDirector host: <your subdomain>.deskdirector.com
  4. IECB ServOrg Admin Id: An id for an agent in your DeskDirector instance with Master Admin permissions
  5. SO - Member ID: An id for an agent in your DeskDirector instance with Master Admin permissions
  6. IECB ServOrg Id: The id for Your MSP Details from the Command Broker Manager
  7. SO - App URL: The Web link for: Managed > Service-Orchestrator-Library > Apps >Service Orchestrator

CustOrg Variables

  1. Log in to Power Apps as your Onboarding Administrator
  2. From the top right corner, select your CustOrg environment
  3. From the Solutions menu, select Unmanaged > Default Solution
  4. Select Environment variables from the Objects panel
For each variable, it is important to add a New Value instead of updating the Default Value

Most of the following variables are available from the IECB Permissions Application output of one of the two ProvisionSummary .txt files

Update the following environment variables:

  1. IECB Client ID: The IECB App (Client) ID output within your ProvisionSummary file
  2. IECB Client Secret: The IECB Client Secret output within your ProvisionSummary file
  3. IECB CustOrg Environment ID: This can be found in the Power Platform Admin Center under your CustOrg Environment.
  4. IECB CustOrg ID: id for Your details from the Command Broker Manager
  5. IECB ServOrgAccessToken: Shared Access Token value from Your MSP details in the Command Broker Manager
  6. IECB Tenant ID: The Tenant ID output within your ProvisionSummary file

Flows

Estimated Time: <5 Minutes

ServOrg Flows

Primary
  1. Log in to Power Apps as your Onboarding Administrator
  2. From the top right corner, select your ServOrg environment
  3. Navigate to your ServOrgs Managed Solutions and open the Service-Orchestrator-Library
  4. Under Cloud flows in the Objects panel, enable all 13 Flows in the following order:
    You must enable the Child flows first! If you do not enable child Flows first, things will likely not work.
    1. SO - Attach Form to Ticket (Child)
    2. SO - Cancel Request (Child)
    3. SO - Create Ticket Fan-out (Child)
    4. SO - Create/update task template (Child)
    5. SO - Get Current User Details (Child)
    6. SO - Get DeskDirector Data (Child)
    7. SO - Import Task Templates (Child)
    8. SO - Update ticket status (DeskDirector)
    9. [Power Apps] SO - Configuration
    10. [Power Apps] SO - Get Environment Variables Values
    11. [Power Apps] SO - Run a child flow
    12. [Power Apps] SO - Set Up Playbooks
    13. [Scheduled] SO - Get DeskDirector Data
ServOrg IECB
  1. Navigate to your ServOrg's Managed Solutions and open the IECB ServOrg Library, and then open the Cloud flows tab under the Object panel
  2. Enable the [Manual] Get CustOrg Token Flow
  3. Enable the remaining 3 flows :
    1. [HttpReq] IECB ServOrg Command Broker ServOrg
    2. [Manual] Get CustOrg Entra ID Generated Permissions
    3. [Scheduled] Get CustOrg Access Token

ServOrg - Service Orchestrator

While not explicitly required, we recommend setting up your Service Orchestrator app while going through these post deployment steps. You can read more on how to deploy the Service Orchestrator in this article.

Note, for users who are following along with the Quick Start guide and are deploying the Sync Entra Groups solution, you can safely skip this step for now and come back to this at a later date!

CustOrg Flows

  1. Navigate to your CustOrgs Managed Solutions and open the IECB CustOrg Library solution
  2. Under Cloud flows in the Objects panel, enable the [Scheduled] Enumerate Command Offers flow
  3. You can then enable the following 3 Flows:
    1. Check Command Runners Info
    2. Retire Command Runners
    3. Supply Command Runners v3
  4. Enable all remaining IECB CustOrg Library flows

Next Steps

Now that you've finished deploying your Service Provider and Customer environments, you can dive into some of the solutions that we have on offer to pair with these. We've prepared a series of articles under the PowerPlay Solution Library for you to learn more about these and then follow along on the ones you wish to install.

For those who are following the Quick Start Guide, we recommend you start with the Sync Entra Groups solution first!

Troubleshooting & Common Issues

"Why am I unable to turn on Flows when I get to that stage in the guide?"

This is usually related to the order in which you turn them on. Please turn Flows on only in the order shown in this article. This will ensure that child Flows are all enabled before their parents, which will resolve most of these issues.

If you are following the correct order in this article and are still unable to get them to enable, please reach out to DeskDirector's support team.

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