Office365

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Introduction

Office 365 services complement the Moodle learning platform to provide a more productive experience for teachers and students.

Requirements

To use the Office 365 plugins, you need the following:

  • An Office 365 subscription.
  • A Microsoft Azure subscription.
  • Moodle version 2.7 or above.

Plugins & Features

The Office 365 set of plugins contains 7 different plugins which provide a wide variety of features to enhance your Moodle instance.

  • Office 365 Local Plugin (local_office365)
    • This is a shell plugin which has dependencies on the current version of each of the other 6 plugins. Installing this plugin ensures you have the current version of each of the functional plugins installed.
  • OpenID Connect Authentication Plugin (auth_oidc)
    • This plugin allows users to log in to Moodle using their Office 365 accounts.
    • Users with existing Moodle accounts can switch to using this authentication plugin, and new users can log in with this plugin and have an account created for them.
    • If the administrator allows, users can also choose to disconnect from OpenID Connect and revert their previous login method, or to a username/password.
    • Features
      • Standards-Compliant OpenID Connect Authentication
      • Supports authorization code or resource-owner credentials grants
        • Users can log in to Moodle by clicking the identity provider on the login page, or by entering their OpenID Connect credentials.
      • Customizable Icon + Identity Provider name
        • The icon and identity provider name shown on the Moodle login page can be customized. A number of prechosen icons are available, as well as the ability to upload your own.
      • Provides hooks to link OpenID Connect accounts to Moodle accounts
        • If you do not want to change your users' login method, you can still connect to an OpenID Connect provider. The plugin provides code-level hooks to link a Moodle account to an OpenID Connect account without changing the Moodle user's authentication method. This means you can obtain tokens from an OpenID Connect service in the background.
      • Optional user-self-service connection and disconnection
        • A user-facing page is available for users to switch to and from OpenID Connect authentication. Access to this page and feature is controlled by a capability so administrators can disable it.
  • o365 local plugin (local_o365)
    • This plugin provides most of the Office 365 integration back-end. This provides shared code to communicate with Office 365, and powers the calendar sync.
    • Features
      • Calendar sync from/to Office 365 Outlook.
        • Users can sync site events, course events, assignment due dates, and their personal Moodle calendar to their Outlook calendar.
      • SharePoint sites for each Moodle course.
        • You can connect your Moodle instance to a SharePoint subsite. Sites below this will be created for each course in your Moodle instance, and the document library from each course subsite is accessible through the OneDrive for Business repository. The course subsite document library is accessible by course teachers, serving as a place for teachers to share documents.
  • OneDrive for Business Repository (repository_office 365)
    • This is a repository plugin that communicates with OneDrive for Business. If the SharePoint link is configured, this also provides access to Moodle course SharePoint sites' document libraries.
    • Features
      • Import files into Moodle from OneDrive for Business
      • Upload files into OneDrive for Business from within Moodle
      • Link to files in OneDrive for Business so users always get the most up-to-date version.
      • Embed documents into Moodle courses so users can view documents directly on the site.
  • o365 Profile Field (profilefield_o365)
    • This profile field provides status information on a user's Office 365 connection and a link for users to manage their Office 365-related preferences.
  • OIDC Profile Field (profilefield_oidc)
    • This profile field provides status information on a user's OpenID Connect connection and a link for users to manage it.
  • oEmbed Filter (filter_oembed)
    • This filter converts links to a variety of sites into oembed-powered interactions.
    • Provides Office Mix support for Moodle, allowing you to embed Office Mixes directly into any text within Moodle.

Setup

Installation

The packages are available from:

When you log back in to your Moodle instance, you are presented with the all the plugin configuration options. Since you are installing the plugins as a package there are dependencies that have not yet been enabled. Save the settings without configuring them. You will come back to them later.

For information on installing plugins in Moodle see Installing plugins

Configuration

After you have the code installed in your Moodle instance, you'll need to do a bit of setup before you can use the plugins.

Enable OpenID Connect authentication plugin

  1. Navigate to Site Administration > Plugins > Authentication and click Manage authentication
  2. Locate the OpenID Connect authentication plugin and click the eye icon to enable
  3. Click the Settings link for the plugin.
  4. In the Provider Name field type an end user-facing label that will inform a user of the type credentials her or she must use to login. This can be anything you choose.
  5. Verify the auth and token endpoints. These should be set by default but if not, set the endpoints to the following:
    1. Auth Endpoint: https://login.windows.net/common/oauth2/authorize
    2. Token Endpoint: https://login.windows.net/common/oauth2/token
  6. Note the Redirect URI. This should be the URI of the Moodle instance followed by /auth/oidc.
    1. For example, https:// www.bellowscollege.com/auth/oidc/
    2. Note: The Microsoft application redirect URL can only be the fully qualified domain name pointing to your Moodle instance.
      1. If your Moodle installation is configured with an IP address pointing to your instance, you must change $CFG->wwwroot in your config.php to a fully-qualified domain name.
      2. The redirect URL must use the same domain name as the domain used to access your Moodle instance.
      3. This domain name does not need to be publicly accessible (i.e. internet-wide), but does need to be accessible to users of your Moodle instance. So, for example, you can use a intranet-only domain name.

Prepare your Office 365 account for single sign-on with your Moodle installation

You will need an Azure subscription. If you do not have one, you can create one by visiting [Microsoft Azure Sign Up]

To use Moodle with Office 365 for SSO, you must configure Microsoft Azure to manage your Office 365 Microsoft Azure Active Directory:

  1. Create a new Active Directory.
  2. Select Use existing directory.
  1. Select I am ready to be signed out now and click the check mark.
  1. Sign in with your Office 365 subscription credentials.
  2. Click Continue.
  3. Log out and sign back in to your Azure account.

Note: During the setup, you are required to enter a credit card and phone number. If you do not setup virtual machines or use paid services on the subscription, and only use it to access the Azure Active Directory, you will not be charged for the subscription.

Register Application in Azure

  1. Sign in to the Microsoft Azure Management Portal.
  2. Click on the Active Directory icon on the left menu, and then click on the desired Office 365 connected Azure AD.
  3. On the top menu, click Applications. If no apps have been added to your directory, this page will only show the Add an App link. Click on the link, or alternatively you can click on the Add button on the command bar.
  4. On the What do you want to do page, click on the link to Add an application my organization is developing.
  5. On the Tell us about your application page, you must specify a name for your application and indicate the type of application you are registering with Azure AD. Click web application and/or web API (default) and then click the arrow icon on the bottom-right corner of the page.
  6. On the App properties page, provide the Sign-on URL and App ID URI for your Moodle instance.
    1. The Sign-on URI is the Redirect URI you from the OpenID Connect authentication plugin configuration. Ensure there is a trailing slash for this URL - i.e. https://example.com/auth/oidc/
    2. The APP ID URI is the main URI of the Moodle instance.
  7. Click the checkbox in the bottom-right hand corner of the page and then click Ok to add your app to Azure Active Directory.
  8. There are a couple more values and changes you need to make and write down some values which you will need in the next section.

Configure application

  1. Click on the Active Directory icon on the left menu, and then click on the desired Azure AD.
  2. Click the Applications tab at the top of the screen.
  3. Select your app.
  4. Click Configure at the top of the screen.
  5. Locate the Client ID and copy it to the Client ID field in your OpenID connect configuration screen.
  6. To create a Client Secret, locate the keys section and select a duration for the validity of the key. Save the new key and copy it to the Client Secret field in your OpenID connect configuration screen.
  7. Locate the Permissions to other applications section.
  8. Click Add application click the plus sign to the right of Office 365 Exchange Online and Office 365 SharePoint Online. Note, the plus will appear when you hover over each of the items.
  9. Click the check mark at the bottom right of the dialog.
  10. In the Delegated Permissions dropdown for Office 365 Exchange Online select the following permissions:
    1. Read users’ calendars
    2. Read and write users' calendars
  11. In the Delegated Permissions dropdown for Office 365 SharePoint Online select the following permissions:
    1. Read items in all site collections
    2. Read and write items in all site collections
    3. Create or delete items and lists in all site collections
    4. Have full control of all site collections
    5. Read users' files
    6. Read and write users' files
  12. In the Application Permissions dropdown for Windows Azure Active Directory select the following permissions:
    1. Read directory data
  13. In the Delegated Permissions dropdown for Windows Azure Active Directory select the following permissions:
    1. Read directory data
    2. Enable sign-on and read users' profiles
  14. Click save at the bottom of the screen.

Add a user to the app

  1. Click on the Active Directory icon on the left menu, and then click on the desired Azure AD.
  2. Click the Applications tab at the top of the screen.
  3. Select your app.
  4. Click the Users tab at the top of the screen.
  5. Select an Office 365 User to assign to assign to the App.
  6. Click Assign at the bottom of the screen.
  7. When prompted whether you are sure you want to enable access, click Yes.

The application will appear in the My apps page of the application launcher on the o365 portal for the users which have been assigned.

Configure the O365 plugin

  1. Navigate to Site Administration > Plugins > Local plugins.
  2. Click Microsoft Office 365 Integration.
  3. In the AzureAD Tenant field type the subdomain of your Office 365 subscription.
    1. For example "contoso.onmicrosoft.com"
  4. In the OneDrive for Business field type the url you use to access OneDrive for Business. This can usually be determined from your AzureAD tenant.
    1. For example, if your tenant is "contoso.onmicrosoft.com", your OneDrive for Business URL is "contoso-my.sharepoint.com.
  5. Click Save changes.
  6. Click the System API User link and log in with an Azure AD user to use to perform operations that are not user-specific. We recommend that you select either the account of an administrator or create a dedicated account to use.
  7. Click Save changes.
  8. In the SharePoint Link field, type the URL of a SharePoint site you'd like to use to connect to Moodle. As you type, Moodle will verify the URL. You should type a complete URL of a SharePoint subsite. If the subsite does not exist, Moodle will attempt to create it.
    1. For example: http://contoso.sharepoint.com/moodle
  9. If you want to sync users from Azure AD to your Moodle instance, click the Select Sync users from Azure AD checkbox. This will create users in Moodle for each user in the Active Directory you registered the Moodle app with.

Connecting users to Office 365

To use any Office 365 features, a Moodle user must be connected to an Office 365 user that has an active Office 365 subscription. There are two ways to connect a Moodle user to an Office 365 user.

Switch the user to use OpenID Connect authentication.

With this method, the user will log in to Moodle using their Office 365 account credentials.

Link a Moodle user to an Office 365 user.

Users in Moodle can also be linked to Office 365 users without changing the Moodle user's authentication method. Users will be able to log in as they always have, and still use all the Office 365 features.

  1. As the user, visit the user's profile page.
  2. Assuming all plugins are installed (specifically profilefield_o365), there should be an Office 365 Connection profile field listed. It should read You are not connected to Office 365. with a link reading Connect to Office 365
  3. Click Connect to Office 365
  4. You will be brought to the Office 365 Connection Management page, where you should see a connection status section with two indicators,one for Office 365 login and one for Office 365 connection.
  5. Click Connect to Office 365 next to the Office 365 Connection indicator.
  6. You will be brought to the AzureAD authentication screen. Log in with the Office 365 user's credentials you'd like to connect to the Moodle user you are logged in as.
  7. If login was successful, you will be brought back to the Office 365 Connection Management page, where the Office 365 connection indicator should now read Active.
  8. This user is now connected to the Office 365 user.
  9. To disconnect the Moodle user from the Office 365 user, click the Disconnect from Office 365 link that appears next to the Office 365 connection indicator when the connection is active.

Office 365 Integration Local Plugin

Calendar sync

This feature allows users to sync their Moodle calendars with Office 365. Users can have events in their Moodle calendar appear in any Office 365 calendar, and have events created in Office 365 synced back to Moodle.

To use this feature:

  1. As a user connected to Office 365 go to your profile and look for the "Manage" link next to "Office 365 connection".
  2. Clicking the link should bring you to the "Office 365 Connection Management" page. This page is the main page for a user to manage their Office 365 integration features.
  3. On this page you should see a section called "Office 365 Features", under which you should see a "Outlook Calendar Sync" link.
  4. Click the "Outlook Calendar sync" link.
  5. From here, you should see a list of your available Moodle calendars. Click the checkmark next to the ones you'd like to sync.
    1. By default, the calendars will sync with your Office 365 "primary" calendar. You can choose a different calendar to sync with using the "Sync with" select box.
  6. You can also choose to sync from Office 365 in to Moodle (or both from Moodle to Office 365 and from Office 365 to Moodle). This is done using the "Sync behavior" select box.
  7. Once you're subscribed to a calendar, wait for the site's cron function to run to sync older calendar events. However, new events should sync right away.

User sync

Users from AzureAD can be automatically created in Moodle using the user sync option. This creates a Moodle account for every user in the connected Active Directory allowing you to manage and enrol users in Moodle without the user having to log in first. When the user does log in using the OpenID Connect authentication plugin and their Office 365 account, they will be logged in to the account created for them during the user sync.

To enable:

  1. Visit the plugin's settings page (Site Administration > Plugins > Local plugins > Microsoft Office 365 Integration).
  2. Under the "Options" section, look for the "Sync users from AzureAD" setting.
  3. Check the checkbox beside each user sync option that you want to use.
  4. Click Save Changes.
  5. Run the Moodle cron to run the user sync process.

Notes:

  • The sync job runs in the Moodle cron, and syncs 1000 users at a time.
  • By default, this runs once per day at 1:00 AM in the time zone local to your server.
  • To sync large sets of users more quickly, you can increase the freqency of the Sync users with Azure AD task using the Scheduled tasks management page. See Scheduled_tasks.

There are four options that affect user sync:

Create accounts in Moodle for users in Azure AD

This will create users in Moodle from each user in the linked Azure Active Directory. Only users which do not currently have Moodle accounts will have accounts created. New accounts will be set up to use their Office 365 credentials to log in to Moodle (using the OpenID Connect authentication plugin), and will be able to use all the features of the Office 365 plugin set.

Delete previously synced accounts in Moodle when they are deleted from Azure AD

This will delete users from Moodle if they are marked as deleted in Azure AD. The Moodle account will be deleted and all associated user information will be removed from Moodle. Be careful!

Match preexisting Moodle users with same-named accounts in Azure AD

This will look at the each user in the linked Azure Active Directory and try to match them with a user in Moodle. This looks for matching usernames in Azure AD and Moodle. Matches are case-insentitive and ignore the Office 365 tenant. For example, "BoB.SmiTh" in Moodle would match "bob.smith@example.onmicrosoft.com". Users who are matched will have their Moodle and Office accounts connected and will be able to use all Office 365/Moodle integration features. The user's authentication method will not change unless the setting below is enabled.

Switch matched users to Office 365 (OpenID Connect) authentication

This requires the "Match" setting above to be enabled. When a user is matched, enabling this setting will switch their authentication method to OpenID Connect. They will then log in to Moodle with their Office 365 credentials. Note: Please ensure the OpenID Connect authentication plugin is enabled if you want to use this setting.

SharePoint Connection

SharePoint sites can be created for each course on your Moodle site. You will provide a parent SharePoint site and subsites for each course will be automatically created. The document library for each of these subsites can then be accessed by teachers using the OneDrive for Business repository. This provides a shared store of files for a course, allowing teachers to collaborate on documents and share resources.

  • Any AzureAD-connected Moodle user with the moodle/course:managefiles capability in a course will be able to access the document library from the repository.

Setting up the SharePoint connection

  1. Visit the plugin's settings page (Site Administration > Plugins > Local plugins > Microsoft Office 365 Integration).
  2. Under the Setup section, look for the SharePoint Link setting.
  3. Type in the URL of the parent SharePoint site you'd like to use for the course subsites.
    1. This should be the entire URL to the SharePoint site - for example: https://contoso.sharepoint.com/moodle.
    2. This site must be accessible to the System API user
  4. When you are done typing in the URL, the URL will be checked for suitability.
    1. If the valid is invalid, you will see a red box and the text "This is not a usable SharePoint site."
    2. If the site already exists, you will see a blue box and the text "This site is usable, but already exists". You can use this site, but conflicts can arise. It's recommended to use a URL to a SharePoint site that doesn't yet exist. The site will be created during initialization.
    3. If the site does not exist but can be created, you will see a green box and the text "This SharePoint site will be created by Moodle and used for Moodle content.". This SharePoint site will be created by Moodle during initialization.
  5. Click Save changes at the bottom of the settings page.
  6. You will see a spinning icon below the SharePoint Link setting, and the text "Moodle is setting up this SharePoint site.". This will not automatically update - refresh the page to check if the connection has been set up..
  7. The SharePoint Link is set up during the Moodle cron, so ensure your Moodle cron is set up and running.

User Groups

User groups provide an easy way to share documents will all users of a course. For example, a teacher can share a document from OneDrive with all of their students by choosing the user group for their course - they don't have to choose each student individually.

You can have groups created and maintained automatically in Office 365 by enabling the "Create User Groups" setting. Once enabled, new groups will be created every cron run for any course that doesn't have a group set up. Once groups are set up, membership will be maintained automatically whenever someone joins or leaves a Moodle course.

To setup navigate to Site administration / Plugins / Local plugins / Microsoft Office 365 Integration and check "Create User Groups" in the Options section.

OpenID Connect Authentication Plugin

Basic Usage

Once configured, you should see a link named "OpenID Connect" on the Moodle login page. Clicking this link will redirect the browser to the identity provider. Users will log in there, and will be redirected back to Moodle. If they have logged in to Moodle using OpenID Connect before, they will be logged in to their existing Moodle account. If they have not logged in to Moodle with OpenID Connect before, an account will be created for them.

Note: If the "Prevent account creation when authenticating" setting is enabled in Moodle, new accounts will not be created.

Icon selection

This plugin allows you to choose from a selection of predefined icons to appear next to the identity provider link on the login page. You can also upload your own icon.

  1. Visit the plugin settings page (Site Administration > Plugins > Authentication > OpenID Connect)
  2. Locate the "Icon" section of the settings page.
  3. There are several predefined icons to choose from, clicking an icon will use that icon on the login page.
  4. To use a custom icon, use the file picker below the "Icon" setting.
    1. This image will not be resized on the login page, so we recommend uploading an image no bigger than 35x35 pixels.
    2. If you have uploaded a custom icon and want to go back to one of the stock icons, click the custom icon in the file picker and click "Delete", then "OK", then "Save Changes" at the bottom of the settings page. The selected stock icon will now appear on the Moodle login page.

Login flows

This plugin supports two different methods for users to log in: Authorization Request and Username/Password Authentication

Authorization Request

This flow redirects the user to Office 365 to log in and are then brought back to Moodle logged in.

Using this flow:

  1. The user clicks the name of the identity provider (What you entered in the "Provider Name" box at the top of the settings page.) on the Moodle login page.
  2. The user is redirected to Office 365 to log in.
  3. Once successfully logged in, the user is redirected back to Moodle where the Moodle login takes place transparently.

Username/Password Authentication

This login flow works like a classic username and password, except the user uses their Office 365 account information.

Using this flow:

  1. The user enters their Office 365 username and password directly into the Moodle login form.
  2. Their credentials are securely sent to Office 365 for verification.
  3. If the credentials are verified, the user is logged in to Moodle.

Switching existing Moodle users to use Office 365 to log in

If a user logs in to Moodle using OpenID Connect but does not have a Moodle account, one will be created for them. However, existing Moodle users can be migrated to use OpenID Connect and provide a connection to Office 365.

  1. Log in as the user to be migrated.
  2. Visit the user's profile.
  3. Locate the profile field that shows the configured Provider Name
    1. We'll use Office 365 in this description, if you've configured a different provider name, replace "Office 365" with you provider name in the following instructions.
  4. Click the "Start using Office 365 to log in." link. You will be directed to the Office 365 Management page.
  5. You will see an indicator saying "Office 365 login is: Disabled." and a link saying "Start using Office 365 to log in to Moodle."
  6. Click the "Start using Office 365 to log in to Moodle." link.
  7. You will be redirected to Office 365 to log in. Log in with the account you'd like to link to the Moodle account you're using.
    1. NOTE: If you're already logged in to Office 365, you will not have to enter your credentials on the Office 365 login page. This Office 365 account will be linked to the Moodle account. Ensure you are logged in to the correct account, or log out of Office 365 first to show the Office 365 login screen.
  8. The Moodle account will now use Office 365 to log in. The previous login method will not work.
  9. The Moodle user can now use any of the Office 365 features in Moodle.

Connecting existing Moodle users to Office 365 without changing login method

  1. Log in as the user to be migrated.
  2. Visit the user's profile.
  3. Locate the profile field that shows the configured Provider Name and the word "connection", for example "Office 365 Connection".
    1. We'll use Office 365 in this description, if you've configured a different provider name, replace "Office 365" with you provider name in the following instructions.
  4. Click the "Connect to Office 365".
  5. You will be brought to the "Office 365 Connection Management" page
  6. You will see two indicators: "Office 365 login is: Disabled" and "Office 365 connection is: Not Connected".
    1. The first indicator shows whether you are using Office 365 to log in to Moodle. See the above section for migrating existing Moodle users to Office 365 login.
    2. The second indicator shows whether the Moodle user is connected to Office 365. If you are using Office 365 to log in to Moodle, you are also connected to Office 365. However, you can be connected to Office 365 without using Office 365 to log in to Moodle.
  7. Click the "Connect to Office 365" link.
  8. You will be redirected to Office 365 to log in. Log in with the account you'd like to link to the Moodle account you're using.
    1. NOTE: If you're already logged in to Office 365, you will not have to enter your credentials on the Office 365 login page. This Office 365 account will be linked to the Moodle account. Ensure you are logged in to the correct account, or log out of Office 365 first to show the Office 365 login screen.
  9. The Moodle account is now linked to the Office 365 account and can use Office 365 features as that user.
  10. The Moodle user's login method will not change, the user will log in to Moodle as they always have.

OneDrive for Business Repository

The OneDrive for Business repository allows users using the Office 365 integration plugins to connect to their OneDrive for Business as a Moodle repository.

Downloading and linking files

  1. When using a filepicker anywhere in Moodle, you'll see a list of repositories on the left side of the popup. Look for and click on "OneDrive for Business".
  2. You'll see two folders - "My Files" and "Courses". Click the folder for the document library you want to access.
    1. My Files contains all documents in your personal OneDrive for Business
    2. Courses will list all Moodle course shared document libraries that you have access to. If you want to download files from one of these, you'll click "Courses", then click the folder for the course you want to access.
  3. You will now see a list of all the files and folders in your OneDrive.
  4. Click the file you want to download into Moodle.
  5. Choose to "Make a copy of the file", or "Create an alias/shortcut to the file."
    1. If you want to download a copy of the file as it is now, choose "Make a cope of the file". This will copy the file into Moodle, and will then use the local Moodle copy when the file is accessed from within Moodle. Any changes to the file in OneDrive will not be seen in Moodle.
    2. If you want to link a file choose "Create an alias/shortcut to the file". This will create a link in Moodle to the file in OneDrive, and the file will be accessed from OneDrive directly. Any changes to the file in OneDrive will be seen when accessing the file from Moodle.
  6. You can change other file information like the filename or author name using the respective text fields. This information is only applicable to the Moodle side of the file, and will not transfer to OneDrive.
  7. Click "Select this file".

Uploading files

You can upload files into both your personal OneDrive for Business document library and a course SharePoint document library from the filepicker interface.

  1. When accessing a OneDrive document library from a file picker, you will see an "Upload New File" item in the list of files and folders.
  2. Click the "Upload new file" item.
  3. Choose the file you want to upload and click "Upload this file".
  4. The file will be uploaded to OneDrive and selected for the file picker.

Embedding Office documents

This repository allows users to embed Office documents from OneDrive into a course and have the live version viewable using Office web apps.

  1. Start as a user connected to Office 365 and who has access to modify a course.
  2. Turn on editing for the course and choose "Add an activity or resource" for the section of the course you want to add the document.
  3. Choose the "File" resource to add to the course.
  4. In the "Content" section of the file resource settings page, click the "Add" button in the filepicker
  5. Choose the "OneDrive for Business" repository and choose your Office document.
  6. When you select a file, make sure "Create an alias/shortcut to the file" is selected, the click "Select this file"
  7. Expand the "Appearance" section, and choose "Embed" for the "Display" select box.
  8. Click "Save and display"
  9. You should see the file embedded into the page.

OneNote

OneNote is now available through Office 365. If you have installed all the plugins (for example, by installing [1]) then you already have the OneNote plugins installed. To access OneNote using your Office 365 subscription, add OneNote to the list of applications in your Azure application. This is done the same way you configured Azure permissions, above. Note that OneNote is still in preview, and may not be available to everyone yet. If you don't see OneNote in the list of applications to add to your Azure application, you can try logging in to a desktop OneNote application using an administrator account in your Office 365 tenant. This sometimes expedites to the process of adding the OneNote preview to your tenant. For more information on OneNote, see MicrosoftServices#Configuring_OneNote