Securely Transmit Configuration to BP Logix

Note A PDF file for end-to-end Azure/Entra configuration for both SMTP and M365 CDA can be found here: Configuring Azure For Process Director (PDF Download)

Important This topic discusses a product feature in active development, and is subject to change at any time.

Note The secure online information exchange services mentioned in this topic are suggestions. BP Logix is happy to use other secure services you've vetted and wish to use. Avoid sending any this information in this topic to BP Logix via email or other insecure methods to prevent unnecessarily exposing this sensitive data.

Using a secure online information exchange mechanism (e.g. FireCloud, Kiteworks, ShareFile, onetimescret.com, Privnote, etc.), send BP Logix the following information:

  • Site Tenant ID
  • Site Client ID
  • Site Client Secret
  • Site Client Secret Expiration Date (what month/day/year will the secret expire?)
  • SharePoint site URL, e.g.: https://<tenant-name>.sharepoint.com/sites/<site-name>
  • (Optional) SharePoint site folder path: If there’s a specific location within the site where you'd like to store the Process Director data, provide that path here.

Once BP Logix receives this information, we can perform the next step in the process, Configuring your Process Director installation.

Other M365 CDA Configuration Topics

M365 CDA Overview

M365 CDA Configuration Process