# Installation

## Flow Properties

Before installing the workflows, it is required to create several **Global** Flow Properties within Novacura Flow Studio.

#### Flow Text Properties

<table><thead><tr><th width="256">Flow Property</th><th width="247.19409704852427">Example Value</th><th>Description</th></tr></thead><tbody><tr><td>ExcelMigration_IFSBaseUrl</td><td>https://ifscloud.ifscloud.com</td><td>Your IFS Cloud environment base URL use for the REST Connector</td></tr></tbody></table>

### Azure Services

#### Microsoft Graph

Create an Azure App Registration for reading and editing Excel files. The App Registration needs the following API permissions to be able to access the Excel documents.&#x20;

| Privileged permissions |
| ---------------------- |
| Files.ReadWrite.All    |
| Sites.ReadWrite.All    |

{% hint style="warning" %}
You will need to add additional permissions if you plan to utilize more functionality against the Graph API in other workflows.
{% endhint %}

Read more in the how-to guides [Create App Registration](https://docs.novacura.com/extensibility-and-integration/products/active-directory/microsoft-graph/how-to-guides/create-app-registration).

* Navigate to the registered Microsoft Graph application's *Authentication* page
* Add **ncflow://authenticate** value to *Mobile and desktop applications' Redirect URIs'* list
* Add **<https://web.novacuraflow.com/>** value to *Mobile and desktop application's ' Redirect URIs'* list

{% hint style="info" %}
The **ncflow://ncflowsuccess** value is needed instead if it is used External App Launcher integration call back.
{% endhint %}

| ![](https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FIZMfg4RwWq7qAUF8dqx5%2Fimage.png?alt=media\&token=8ab6c13e-ef94-4f0f-812d-458598c28da3) |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

The API's used in this connector are documented [here.](https://learn.microsoft.com/en-us/graph/api/worksheet-get?view=graph-rest-1.0\&tabs=http)

Read more in the how-to guides [Create App Registration](https://docs.novacura.com/extensibility-and-integration/products/active-directory/microsoft-graph/how-to-guides/create-app-registration).&#x20;

### Flow Connectors

#### REST Connector

#### IFS Cloud Rest Connector

This REST connector is used to gather object information directly from IFS, It uses this information to build the mapping tables within the app.

Create a new REST Service Connector named "IFS Cloud DataMigration" and import the configuration file "IFS23R1\_Connector.ncrcp". For more information see [Import a REST Configuration](https://docs.novacura.com/extensibility-and-integration/products/studio/connectors/rest-connector/how-to-guides/import-a-rest-configuration).

* Enter Base Address as your IFS Base Url Address. eg: **<https://ifscloud.ifscloud.com>**

{% hint style="info" %}
Follow the IFS Cloud authentication steps documented [here](https://help.novacuraflow.com/connectors/areas/business-systems/ifs-applications/ifs-odata/authentication-in-ifs-cloud).
{% endhint %}

Enter the Client ID, Client secret, and Realm as shown inside the Global Parameters for the REST connector from the Authentication setup above.&#x20;

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2FgOViwmGqcSqrt8DkLB47%2Fimage.png?alt=media&#x26;token=c80634e0-035e-4350-8884-993fbac96068" alt="" data-size="original"> |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

#### Microsoft Graph API

A REST Connector Project must be set up to utilize Microsoft Graph APIs.

Create a new REST Service Connector named "Microsoft Graph REST" and import the configuration file "Excel\_Connector.ncrcp". For more information see [Import a REST Configuration](https://docs.novacura.com/extensibility-and-integration/products/studio/connectors/rest-connector/how-to-guides/import-a-rest-configuration).

* Enter a Base Address **<https://graph.microsoft.com>**
* Set up the parameters for OAuth2 authentication

| <img src="https://3218748546-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MiW42YxFsGXIDjQJKNR%2Fuploads%2F6k9tFg2yjgHCsikmXIrB%2Fconnector%20conifg.png?alt=media&#x26;token=45cd0f58-dbad-4f87-af47-723383d79eae" alt="" data-size="original"> |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

<table><thead><tr><th width="213">Parameter</th><th>Value</th><th>Description</th><th data-type="checkbox">Required</th></tr></thead><tbody><tr><td>Enabledb</td><td>Checked<span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td>To enable OAuth2 Authentication in REST connector</td><td>true</td></tr><tr><td>Access Token URLec</td><td><a href="https://login.microsoftonline.com/64a246f0-4e4a-424c-ab19-cdeef059e05e/oauth2/v2.0/token">https://login.microsoftonline.com/<em>{tenant_id}</em>/oauth2/v2.0/token</a></td><td>URL to get token</td><td>true</td></tr><tr><td>Auth URLR</td><td><a href="https://login.microsoftonline.com/%7Btenant_id%7D/oauth2/v2.0/authorize">https://login.microsoftonline.com/<em>{tenant_id}</em>/oauth2/v2.0/authorize</a></td><td>URL to authorize</td><td>true</td></tr><tr><td>Client ID</td><td><em>{client_id}</em></td><td>The <strong>Application (client) ID</strong> that the <a href="https://go.microsoft.com/fwlink/?linkid=2083908">Azure portal – App registrations</a> experience assigned to your app.</td><td>true</td></tr><tr><td>Client Secret</td><td><em>{client_secret}</em></td><td>The application secret that you created in the app registration portal for your app. You shouldn't use the application secret in a native app or single page app because client_secrets stored on devices or web pages are not reliable. </td><td>false</td></tr><tr><td>Scope</td><td><a href="https://graph.microsoft.com/.default">https://graph.microsoft.com/.default</a></td><td>For ID tokens, must be updated to include the ID token scopes - <code>openid</code>, and optionally <code>profile</code> and <code>email</code>.</td><td>true</td></tr><tr><td>Extra query parameters</td><td>{"login_hint": "john.smith@example.com", "prompt": "login"}</td><td>To add extra paramters if needed. It has to be in JSON format.</td><td>false</td></tr></tbody></table>

#### IFS OData Connector

If you do not have a connector set up, you can see an example [here](https://docs.novacura.com/extensibility-and-integration/products/studio/connectors/odata-connector).

{% hint style="warning" %}
If you already have an IFS Cloud OData connector setup, you can skip this step and use the existing connector instead.
{% endhint %}

{% hint style="info" %}
For how to add a new projection to the connector click [here](https://docs.novacura.com/extensibility-and-integration/products/erp/ifs-cloud/how-to-guides/add-new-projection-to-the-connector).
{% endhint %}

#### **Mandatory Projections**

<table><thead><tr><th width="473">Projections Used</th></tr></thead><tbody><tr><td>PrepareWorkOrderHandling</td></tr><tr><td>CustomerHandling</td></tr><tr><td>PartHandling</td></tr><tr><td>SupplierHandling</td></tr></tbody></table>

## Installation <a href="#installation" id="installation"></a>

{% hint style="warning" %}
Make sure that you have created all connectors before importing the workflows.
{% endhint %}

### 1. Import Workflows

Import workflows in the file "Excel Connector.wap."

For details see [Import Workflows](https://docs.novacura.com/extensibility-and-integration/products/studio/applications/workflow/how-to-guides/import-workflows)

### 2. Setting Menu Roles

Together with the imported workflows, there will also be a menu. Connect the menu to your roles to make them available for users.

For details see [Setting Menu Roles](https://docs.novacura.com/extensibility-and-integration/products/studio/applications/workflow/how-to-guides/setting-menu-roles)

### 3. Publishing Workflows

Within the Server Contents Window, right-click on the Excel Connector folder and select “*Publish*.” This process can take a few minutes but once complete, a Publish Successful message will be displayed.