IT Administration

15 articles

Pre-deployment preparation

DotAlign Cloud is a privacy-first solution that provides relationship intelligence by securely analyzing interaction data from mailboxes (email messages, calendar entries, and contact cards), CRM (Cu…

Updated by Jaspreet Bakshi

Deployment

Before continuing, please read pre-installation instructions. Click here to download the installation scripts. Once downloaded, right click on the file and open the properties dialog. At the bottom o…

Updated by Jaspreet Bakshi

Post-deployment

After installing DotAlign Cloud a new resource group will appear in your Azure tenant with the name that was provided during installation. In that group you should expect to see the following resourc…

Updated by Jaspreet Bakshi

Logging & Monitoring

DotAlign analyzes email data (messages, calendar entries, and contact cards) to provide up-to-date contact information and relationship intelligence that colleagues within a firm can choose to share…

Updated by Jaspreet Bakshi

Migrating from ADAL to MSAL

MSAL (Microsoft Authentication Library) is the recommended authentication library for use with the Microsoft Identity platform. It provides several benefits over ADAL and you can read more about it h…

Updated by Jaspreet Bakshi

Database backups

Your DotAlign database is automatically backed up and can be restored to any point in time in the previous 15 days. However, there may be times when it is necessary to take a file based backup into a…

Updated by Jaspreet Bakshi

Enabling events and interactions

Using the events and interactions functionality, users can now view their calendar events for today or any day, right inside the DotAlign app, and see the people and companies they are about to meet…

Updated by Jaspreet Bakshi

Setting up Exchange access policy to restrict accessible mailboxes

Exchange access policy is essentially a set of rules defined on the Exchange server, which impose mailbox related restriction on apps. This allows an independent, "sideways" method to guarantee that…

Updated by Jaspreet Bakshi

Set up DotAlign for Outlook

Our philosophy is to meet the user where they are, whether that happens to be while they are using their CRM, inside LinkedIn , in Outlook or on a mobile device. With that in mind, you can deploy Dot…

Updated by Jaspreet Bakshi

Configuring the Azure web app using REST API

Some types of Azure configuration cannot be done from the Azure portal and require the use of the config update REST API. While any of the available settings can be configured using the config update…

Updated by Jaspreet Bakshi

Network security

The DotAlign Cloud app uses Azure Active Directory for authentication and authorization. If you're using an identity provider like Okta along with Azure AD, it will be automatically used during the a…

Updated by Jaspreet Bakshi

Enable DotAlign email notifications through Microsoft 365

This article is intended for a Microsoft 365 or Exchange Online administrator with rights to manage app registrations and mail flow. DotAlign can be set up to send notification alerts to inform admin…

Updated by Jaspreet Bakshi

Using a custom Salesforce connected app from DotAlign

DotAlign supports certain Salesforce integration from within the app, and that integration requires a connected app to be registered with Salesforce. While some firms may be able to use a connected a…

Updated by Jaspreet Bakshi

Managed Identity based access to MS Graph

Managed identities in Azure provide a great way of not having to deal with messy credentials or certificate based authentication. They can be used to provide apps with access to resources like databa…

Updated by Jaspreet Bakshi

Manual set up of DotAlign on Azure

Typically, the DotAlign solution is deployed via a PowerShell based deployment script provided by DotAlign, Inc. However, in situations where the resources are not deployed using the DotAlign deploym…

Updated by Jaspreet Bakshi