Managing Integrated Applications

TABLE OF CONTENTS

• Understanding Application Authorization
  • CafeX Enterprise Application
  • Organization Application Accounts
  • Users' Own Accounts
• Installing an Application
• Configuring an Integrated Application
• Verifying Your CafeX Integration with Applications
• Using Alternative File Viewers in CafeX

As a Tenant Administrator, you can manage the applications that your Users can access through CafeX.

Integrated applications allow users to:

• Access content stored in the integrated application so workspace members can view it.
• Access applications via the workspace Add menu.
• Share content to workspaces they are members of. 

For each application you install, you decide:

• Whether to enable the application for your Users.
• Whether your Users can connect their own accounts to share content.

Some applications may also require:

• Configuration of your organization’s office suite.
• Configuration to access your organization’s application account.
• Settings to allow your Users to configure their own accounts.

Important: Your configuration applies to all the Users within your organization. Users from other organizations in the same workspace may use their own application accounts regardless of your settings.

If users are allowed to connect their own accounts, they can associate any account, including personal accounts, with CafeX.

Understanding Application Authorization

If you share resources and content from an application, CafeX uses the appropriate method of authorization to access and retrieve information from the application on behalf of your organization’s Users. 

Authorization methods vary by application:

• OAuth 2.0 (2-legged or 3-legged)

• API keys

• Access tokens

CafeX ensures content is only shown to users with appropriate permissions.

CafeX Enterprise Application

The CafeX office suite integration installs an enterprise application into your organization’s Microsoft Office 365 or Google account.

The CafeX enterprise application uses 2-legged OAuth to act on behalf of your organization’s Users.

CafeX has the following enterprise applications:

• Microsoft Office 365
• G Suite

Organization Application Accounts

Some applications require API keys or access tokens for your organization’s account. CafeX uses the application’s API to act on behalf of your organization’s Users.

CafeX uses application accounts for the following applications:

• Box
• Slack
• Zendesk

Users' Own Accounts

Some applications require each user to connect their own account via 3-legged OAuth.

Installing an Application

To install an integrated application:

1. Click the three-dot menu in the page header and select Tenant settings.
   
2. Navigate to Management > Applications.
3. From the available applications, click Install for any app that you require.
4. The applications you install appear under the Applications heading, where you configure the following:
   • Box
   • Dropbox
   • Google Drive
   • Jira
   • Microsoft OneDrive
   • Microsoft SharePoint
   • Microsoft Teams
   • Salesforce
   • Slack
   • Smartsheets
   • Zendesk

Important:

• Some applications require verifying your CafeX integration before use.
• Users can’t use an application unless it is enabled in your tenant settings.
• Your network administrator may need to grant access for certain applications. Refer to the application's documentation for setup requirements.
• CafeX typically does not require additional ports or protocols unless specified in the app configuration.

Configuring an Integrated Application

To configure an integrated application:

1. Click the three-dot menu in the page header and select Tenant settings.
2. Under Management > Applications, select the application.
3. Set the following options as needed:
   • Enabled – Makes the app visible in the workspace Add menu.
   • Allow member accounts – Allows users to link their own accounts.
   • Configure credentials if required.
4. Click Update.

See also:

• Configuring the Jira application
• Configuring the Slack application
• Configuring Zendesk application

Verifying Your CafeX Integration with Applications

As an application administrator, before you start using the following applications, verify each of your CafeX integrations with them:

• Box

Using Alternative File Viewers in CafeX

When you open a workspace resource, CafeX selects a suitable viewer to display the content. If your organization implements access controls to applications, Users of your organization may not be able to view content that members add to workspaces.

As an administrator, you can configure CafeX not to use these applications and use the default CafeX viewer for Users of your organization. This is helpful if your organization Users work with other organizations that use resources from applications that you typically do not allow access to.

As an administrator, you can instruct CafeX to not use the following application viewers:

• Google Drive
• Google Viewer

To change the file viewer settings:

1. Click the three-dot menu in the page header and select Tenant settings. 
2. Navigate to Configuration > File viewers.
3. Set the preferences that you require.