IT Administration

11 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 1 year ago 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 2 years ago 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 2 years ago 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 1 year ago 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 2 years ago 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 1 year ago 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 1 year ago 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 2 years ago 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 1 year ago 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 2 years ago 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 1 year ago by Jaspreet Bakshi