How to assign M365 licenses to applicants using SAM

[nagaryu]

We are considering implementing SAM Professional to realize the following use cases.

1. For example, a user who wants to use Microsoft 365 makes an application through the Service Portal.

2. The user's manager approves the application.

3. The license manager checks the license inventory and assigns the license to the user if there is inventory.

4. The assessment data for applications received each month is viewed on list screens and reports.

I posted this because I wanted to know what tables to use and what test records to create when testing the above.

I imagine the following, but since I am still studying SAM, could you let me know if there are any mistakes or best practices?

1. A Catalog Item needs to be created to make an application.

2. Settings need to be made in Flow Designer to approve the application.

3. (After creating demo data in the [alm_license] table) the license manager first checks the license inventory in the [allocations_available] field of the [alm_license table], and if inventory is available, then creates user linkage information in the [alm_entitlement_user] table.

4. I assume that monthly reports can be calculated by specifying the range by the [sc_req_item] date and then using the amount in the [unit_cost] field of the [alm_license] table, which is probably linked to the Reference field of that record.

*In the future, I plan to connect to the Microsoft 365 server via API and automatically obtain allocation information, but even after reading the official documentation on M365 integration, it seems difficult, so I would like to start by considering whether the above can be done manually.

[dreinhardt · Accepted solution]

Hi @nagaryu,

Before answering your question about the process, I would highly recommend to check out the following YouTube Ask a SAM Ranger session about „Setting up Microsoft“ it includes detailed videos about the M365 integration - https://m.youtube.com/playlist?list=PLkGSnjw5y2U7zP2ZAbRP31CAMfeoXomdJ - no rocket science.

With the completed integration you‘ve full transparency into your M365 SaaS managed and after adding entitlements and allocating all subscription users (check the Remediation option to allocate all at once) you’ll get a good baseline for your planned SAM request and validation process.

Best, Dennis

[nagaryu]

Thank you for introducing the videos!

There are 19 of them, so it seems like it would be hard to watch them all...

Anyway, I'll start by saying I'll watch them!

[dreinhardt]

Hi @nagaryu, 

the videos starting with „Integration Microsoft 365…“ are the ones that you need.

 Best, Dennis

[nagaryu]

Thank you for your additional information. I didn't know what plugins were required for SAM, so the first and second videos were helpful.

I also got a rough idea of ​​the M365 integration.

I would also be grateful if you could give me any advice on my initial questions about items 1 to 4.