Edit M365 access docs (#1256)
## Description - Use subsections for easier linking - Consolidate some text - Switch to MD images as I needed to zoom in on every one in its default config - Switch to MD images for alignment with rest of the page - Add alt-text to images - Ensure consistency for order of Azure variables - Add missing links - Add missing instructions ## Type of change - [x] 🐛 Bugfix - [x] 🗺️ Documentation
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@ -26,8 +26,8 @@ Obtaining credentials from Microsoft 365 to allow Corso to run is a one-time ope
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<TabItem value="unix" label="Linux/macOS">
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```bash
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export AZURE_TENANT_ID=<Directory (tenant) ID for configured app>
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export AZURE_CLIENT_ID=<Application (client) ID for configured app>
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export AZURE_TENANT_ID=<Directory (tenant) ID for configured app>
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export AZURE_CLIENT_SECRET=<Client secret value>
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```
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@ -35,8 +35,8 @@ Obtaining credentials from Microsoft 365 to allow Corso to run is a one-time ope
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<TabItem value="docker" label="Docker">
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```bash
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export AZURE_TENANT_ID=<Directory (tenant) ID for configured app>
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export AZURE_CLIENT_ID=<Application (client) ID for configured app>
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export AZURE_TENANT_ID=<Directory (tenant) ID for configured app>
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export AZURE_CLIENT_SECRET=<Client secret value>
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```
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@ -23,8 +23,8 @@ alternate ways to pass AWS credentials.
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* Microsoft 365 Configuration
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* `AZURE_CLIENT_ID`: Client ID for your Azure AD application used to access your M365 tenant
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* `AZURE_CLIENT_SECRET`: Azure secret for your Azure AD application used to access your M365 tenant
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* `AZURE_TENANT_ID`: ID for the M365 tenant where the Azure AD application is registered
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* `AZURE_CLIENT_SECRET`: Azure secret for your Azure AD application used to access your M365 tenant
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* Corso Security Passphrase
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* `CORSO_PASSPHRASE`: Passphrase to protect encrypted repository contents
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@ -51,8 +51,8 @@ To create the environment variables file, you can run the following command:
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mkdir -p $HOME/.corso
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cat <<EOF > $HOME/.corso/corso.env
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CORSO_PASSPHRASE
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AZURE_TENANT_ID
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AZURE_CLIENT_ID
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AZURE_TENANT_ID
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AZURE_CLIENT_SECRET
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AWS_ACCESS_KEY_ID
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AWS_SECRET_ACCESS_KEY
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@ -8,49 +8,62 @@ import Tabs from '@theme/Tabs';
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import TabItem from '@theme/TabItem';
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To perform backup and restore operations, Corso requires access to your [M365 tenant](concepts#m365-concepts)
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through an [Azure AD application](concepts#m365-concepts) with appropriate permissions.
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by creating an [Azure AD application](concepts#m365-concepts) with appropriate permissions.
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The following steps outline a simplified procedure for creating an Azure Ad application suitable for use with Corso.
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For more details, please refer to the
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[official documentation](https://docs.microsoft.com/en-us/azure/active-directory/develop/howto-create-service-principal-portal)
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for adding an Azure AD Application and Service Principal using the Azure Portal.
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## Create an Azure AD application
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For the official documentation for adding an Azure AD Application and Service Principal using the Azure Portal see
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[here](https://docs.microsoft.com/en-us/azure/active-directory/develop/howto-create-service-principal-portal).
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Sign in into the [Azure Portal](https://portal.azure.com/) with a user that has sufficient permissions to create an
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AD application.
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The following steps outline a simplified procedure for creating an Azure Ad application suitable for use with Corso.
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### Register a new application
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1. **Create a new application**
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From the list of [Azure services](https://portal.azure.com/#allservices), select
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**Azure Active Directory → App Registrations → New Registration**
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Select **Azure Active Directory → App Registrations → New Registration**
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<img src="/img/m365app_create_new.png" className="guideImages"/>
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1. **Configure basic settings**
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### Configure basic settings
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* Give the application a name
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* Select **Accounts in this organizational directory only**
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* Skip the **Redirect URI** option
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Next, configure the following:
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<br/><img src="/img/m365app_configure.png" className="guideImages"/>
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* Give the application a name
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* Select **Accounts in this organizational directory only**
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* Skip the **Redirect URI** option
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* Click **Register** at the bottom of the screen
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1. **Configure required permissions**
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Select **API Permissions** from the app management panel.
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### Configure required permissions
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<img src="/img/m365app_permissions.png" className="guideImages"/>
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Within the new application (`CorsoApp` in the below diagram), select **API Permissions → Add a permission** from
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the management panel.
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Select the following permissions from **Microsoft API → Microsoft Graph → Application Permissions**:
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<!-- vale Microsoft.Spacing = NO -->
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| API / Permissions Name | Type | Description
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|:--|:--|:--|
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| Calendars.ReadWrite | Application | Read and write calendars in all mailboxes |
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| Contacts.ReadWrite | Application | Read and write contacts in all mailboxes |
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| Files.ReadWrite.All | Application | Read and write files in all site collections |
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| Mail.ReadWrite | Application | Read and write mail in all mailboxes |
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| User.Read.All | Application | Read all users' full profiles |
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<!-- vale Microsoft.Spacing = YES -->
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Select the following permissions from **Microsoft API → Microsoft Graph → Application Permissions** and
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then click **Add permissions**.
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1. **Grant admin consent**
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<!-- vale Microsoft.Spacing = NO -->
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| API / Permissions Name | Type | Description
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|:--|:--|:--|
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| Calendars.ReadWrite | Application | Read and write calendars in all mailboxes |
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| Contacts.ReadWrite | Application | Read and write contacts in all mailboxes |
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| Files.ReadWrite.All | Application | Read and write files in all site collections |
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| Mail.ReadWrite | Application | Read and write mail in all mailboxes |
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| User.Read.All | Application | Read all users' full profiles |
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<!-- vale Microsoft.Spacing = YES -->
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<img src="/img/m365app_consent.png" className="guideImages"/>
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### Grant admin consent
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Finally, grant admin consent to this application. This step is required even if the user that created the application
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is an Microsoft 365 admin.
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## Export application credentials
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@ -59,8 +72,11 @@ as environment variables.
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### Tenant ID and client ID
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To extract the tenant and client ID, select Overview from the app management panel and export the corresponding
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environment variables.
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To view the tenant and client ID, select Overview from the app management panel.
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Copy the client and tenant IDs and export them into the following environment variables.
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<Tabs groupId="os">
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<TabItem value="win" label="Powershell">
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@ -89,15 +105,17 @@ environment variables.
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</TabItem>
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</Tabs>
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<img src="/img/m365app_ids.png" className="guideImages"/>
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### Azure client secret
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Lastly, you need to configure a client secret associated with the app using **Certificates & Secrets** from the app
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Finally, you need to obtain a client secret associated with the app using **Certificates & Secrets** from the app
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management panel.
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Click **New Client Secret** and follow the instructions to create a secret. After creating the secret, copy the secret
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value right away because it won't be available later and export it as an environment variable.
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Click **New Client Secret** under **Client secrets** and follow the instructions to create a secret.
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After creating the secret, immediately copy the secret **Value** because it won't be available later. Export it as an
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environment variable.
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<Tabs groupId="os">
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<TabItem value="win" label="Powershell">
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@ -122,5 +140,3 @@ value right away because it won't be available later and export it as an environ
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</TabItem>
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</Tabs>
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<img src="/img/m365app_secret.png" className="guideImages"/>
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@ -45,10 +45,13 @@ html[data-theme='dark'] {
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.guideImages {
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max-width: 650px;
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width: 100%;
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border: 1px solid #80808029
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}
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.markdown {
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img {
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border: 1px solid #80808029;
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}
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code {
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border-color: transparent;
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vertical-align: initial;
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