You are just a few clicks away from using OfficeExpert EPM – just follow these instructions:

Customer Input

In order to initiate the on-boarding process for your company, the following data is required:

• the Tenant ID(s) of the endpoints you wish to monitor in the following format: "XXXXX-XXX-XXXXX-XXXXX".
  These should also include the associated name(s) for each tenant, e.g. "ACME production".
  
  
• the Domain(s) that should get access to the reporting platform
  (e.g. for admin@acme.com → "acme.com")
  
  
• for Trial only: the list of users  who will use the EPM App during the evaluation. The list should be in CSV format and contain the following columns:

UPN, E-Mail Address, Display First Name, Last Name, Given Name (?), User ID (GUID)

Please send this information to sales@panagenda.com.

Azure Apps

Three Azure AD Applications needs to be added and an Admin consent must be given.

Windows Agent App

To add the first App, please access the following URL:

https://login.microsoftonline.com/organizations/v2.0/adminconsent?client_id=261f3858-8cfb-4e86-bbd1-e4e036ca4c3b&state=12345&redirect_uri=https%3A%2F%2Fportal.azure.com&scope=User.Read%20Mail.ReadBasic%20TeamsApp.Read%20Chat.Read%20ChannelMessage.Read.All%20Sites.Read.All%20Files.Read.All%20Files.Read%20Presence.Read.All%20TeamsActivity.Read%20https%3A%2F%2Foutlook.office365.com%2FEAS.AccessAsUser.All%20https%3A%2F%2Foutlook.office365.com%2FEWS.AccessAsUser.All%20https%3A%2F%2Foutlook.office365.com%2FUser.Read%20https%3A%2F%2Foutlook.office365.com%2FMail.ReadBasic%20

Give "consent on behalf of your organization"by ticking the corresponding checkbox

EPM Call and Health Agent

With this application, call record data is being retrieved from your tenant, using the official Call Records API. Note: Filtering on Tenant level is not supported by this MS API!

To add this second App, please access the following URL:

>>> new URL

You will see the following dialog:

One Delegated and two Application permissions are required:

• User.Read   (Delegated)
• CallRecords.Read.All   (Application)
• User.Read.All   (Application)

Click on Accept to add the Teams Cloud Reporting Agent to your Azure.

EPM Portal

This app is required to allow your Admins or even certain Users access to the panagenda EPM Portal, the (SaaS) reporting platform for OfficeExpert EPM.

When the panagernda internal provisioning process is complete, you will receive an email from panagenda with the URL to the OfficeExpert EPM Portal.
Use a global administrator account and accept the following request "on behalf of your organization" (tick the corresponding checkbox):

The EPM Portal app will appear as Enterprise App in your tenant. You can adjust the user accesses accordingly in your Azure portal, see EPM Portal Azure AD Application for further details.

How to Video:

OfficeExpert EPM Client Roll Out

While the SaaS on-boarding process is in progress, you can already roll out the OfficeExpert EPM client in your organization. Therefore proceed as follows:
Note: Only Windows 10 Devices are supported at the moment!

• Download the OfficeExpert EPM Client from 
  • OfficeExpert EPM Client
    
    

• Install the EPM client locally by double clicking on the downloaded .msixbundle file

  Please make sure to that the Windows Agent Azure AD App is available and installed before you install and deploy the EPM Client to all Devices!

• Start the client app

If you use SSO, the App will immediately login. If not, you will see a Login Dialog where you need to login manually. Whenever done - you will see the Homepage of the Client app. This is the point where the client got registered and where you can close the app.

Afterwards, everything is ready for you to roll out the EPM clients in your user environment. For this, one scenario is described in detail in the knowledge base article: EPM Client - Intune Deployment.  But you can use any other Software Deployment tool you have (e.g SCCM, ...).

Now everything is ready to proactively monitor and analyze your end points with OfficeExpert EPM. For further information, please have a look at the EPM articles in the panagenda knowledge base.