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Visio Client Credentials

tip

Visio Client Credentials is no longer available when selecting Add Application on the Managed SaaS Applications page. Use instead the Microsoft 365, Microsoft 365 Certificate Based Authentication, or Microsoft 365 Client Credentials integration to view your organization’s Office 365 Client Credentials, Dynamics 365 Client Credentials, Power BI Client Credentials, Project Client Credentials, and Visio Client Credentials license usage data. To deactivate an existing integration, see Avoiding Duplicate Microsoft 365 Client Credentials Licenses between SaaS Management and IT Asset Management.

Microsoft Visio is software used for drawing a variety of diagrams. These diagrams include flowcharts, org charts, building plans, floor plans, data flow diagrams, process flow diagrams, business process modeling, swimlane diagrams, 3D maps, and more.

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This Visio integration requires the authentication method OAuth2 with client credentials.

The following sections explain prerequisites, resources, and instructions for integrating with SaaS Management.

Stored Information for Visio Client Credentials​

The following table describes the available integration tasks and stored data within SaaS Management.

Available Integration TasksInformation Stored
Application RosterUser ID (User Principal Name) Email First Name Last Name Active Date
Application AccessUser ID (User Principal Name) Last Login
note

The information stored is subject to change as enhancements are made to the SaaS application.

Required Minimum Permissions for Visio Client Credentials​

The minimum API required permissions are based on the Required Application Permissions for Visio Client Credentials and the Required User Role for Visio Client Credentials.

Required Application Permissions for Visio Client Credentials​

Application PermissionDescriptionIntegration Task Name
Directory.Read.AllEnables you to read the list of users in your Microsoft account.Application Roster
AuditLog.Read.AllEnables you to read the audit log details in your Microsoft account.Application Access

Required User Role for Visio Client Credentials​

note

The following SaaS application user role is not applicable to Flexera One roles.

User RoleDescription
Global AdministratorTo grant the application permissions, the user must have Global Administrator access. For more information, see Microsoft’s documentation topic, Microsoft Entra Built-In Roles.
note

To fetch sign-in events:

Authentication Method for Visio Client Credentials​

The required authentication method is OAuth 2.0 With Client Credentials. For more information, see Microsoft’s documentation topic, Microsoft Identity Platform and the OAuth 2.0 Client Credentials Flow.

Required Credentials for Visio Client Credentials​

The following credentials are required:

  • Client ID
  • Client Secret
  • Tenant ID.

Obtaining Client Credentials and Tenant ID for Visio Client Credentials​

Complete the following steps to obtain the client credentials and tenant ID.

To obtain Client Credentials and Tenant ID:

  1. Sign in to your Microsoft Azure Portal.
  2. In the Search box at the top of the screen, enter App registrations and click App registrations in the search results to select it. The App registrations page opens.
  3. Click New Registration . The Register an application page opens.
  4. Enter a Name and choose the Accounts in this organizational directory only option.
  5. Click Register .
  6. On the Overview tab, copy the Application (client) ID and copy the Directory (tenant) ID to a location you can access later. You will need these values in Integrating Visio Client Credentials With SaaS Management.
  7. To generate a Client secret, do the following:
  8. Click the Certificates & secrets tab.
  9. Under Client secrets , click New client secret . The Add a client secret dialog box opens.
  10. In the Description field, enter a name for the new secret.
  11. Under Expires , choose an expiration value.
  12. Click Add .
  13. Under Client secrets , copy and paste the client secret value . into a file. You will need this in Integrating Visio Client Credentials With SaaS Management.
  14. Click the API permissions tab and do the following:
  15. Click Microsoft Graph . The Request API permissions panel opens.
  16. Click Application permissions .

    • Do not select Delegated permissions . Delegated permissions will not work.

  17. In the Select permissions search box, enter AuditLog and click the arrow to expand AuditLog . Select the AuditLog.Read.All permission checkbox.
  18. In the Select permissions search box, enter Directory and click the arrow to expand Directory . Select the Directory.Read.All permission checkbox.
  19. Click Update permissions .
  20. After the permissions are added, grant admin consent.
  21. Complete Integrating Visio Client Credentials With SaaS Management.

Data Anonymization for Visio Client Credentials​

Data anonymization is the processing technique that removes or modifies identifiable information. After the process is complete, data cannot be associated with a specific user. It helps protect private and sensitive data as well as private activities while maintaining its integrity.

When adding the Visio Client Credentials application, it is important to make sure that anonymized users are not imported from Office 365 into SaaS Management. You will need to access reports that provide information about your organization’s use of applications and services.

The following procedure is important as a prerequisite to ensure that anonymized user data is not imported when integrating Visio Client Credentials with SaaS Management.

To view reports with anonymized user data:

  1. Sign in to the Microsoft 365 Portal Admin Center.
  2. In the menu, go to Settings > Org settings and click the Services link at the top.
  3. Scroll down and click Reports.
  4. In the window that is displayed, clear the Display concealed user, group, and site names in all reportsbox.
  5. Proceed to Integrating Visio Client Credentials With SaaS Management.
note

Ensure that data anonymization is disabled in your Microsoft account. Otherwise, all activity data will end up in Suspicious SaaS Activities. For more information, see Microsoft’s documentation topic, Microsoft 365 Reports Show Anonymous User Names Instead of Actual Users Names. If anonymized user data has been imported after integrating Visio Client Credentials with SaaS Management, submit a Support Case.

Integrating Visio Client Credentials With SaaS Management​

Complete the following steps to integrate Visio Client Credentials with SaaS Management.

To integrate Visio Client Credentials with SaaS Management:

  1. In the Microsoft admin portal, enter your Global Administrator username and password to sign in.
  2. From your Microsoft account, copy the Client ID , Client Secret , and Tenant ID values.
  3. in SaaS Management, add the Visio Client Credentials application. For more information, see Adding an Application.
  4. In the Add Application page for Visio with Client Credentials:
  5. Select the Application Roster and Application Access checkboxes located under Integration Tasks .
  6. Paste the previously copied values for Client ID , Client Secret , and Tenant ID .
  7. Click Authorize .

    • All blocked users will be displayed as normal users in SaaS Management.

API Endpoints for Visio Client Credentials​

Application Roster​

https://graph.microsoft.com/v1.0/users

Application Access​

https://graph.microsoft.com/v1.0/auditLogs/signIns

note

Due to the limitations in Microsoft Graph APIs, we are not able to capture Suspicious Activities for the Visio integration.