Shipping your Office Online integration

Once you believe you are ready to ship your integration, you should contact Microsoft and ask to begin the launch process. This process will prepare you to ship your Office Online integration.

Important

Before starting the launch process, please ensure that you have throughly reviewed all the information here, and that you are ready to provide test accounts and videos.

The launch process consists of three phases:

  1. Validation - Microsoft will validate your WOPI implementation as well as your UI integration. Depending on what issues are uncovered during validation, this may take some time. You should estimate a two-week turnaround time assuming there are no major issues uncovered. However, we recommend allowing at least a month unless your integration is very simple.

    Important

    You can avoid delays in validation by ensuring that your implementation is consistent with this documentation and that you have done manual testing using our testing guide and that the WOPI Validation application tests are passing before beginning the launch process.

  2. Production testing - If requested, Microsoft will enable you to use the production Office Online environment for preliminary smoke-testing prior to enabling your full production access. This should be basic testing performed by the host since the production environment is slightly different than the test environment, and different issues may be uncovered. This can be as long or as short as the host deems necessary.

  3. Sign off and roll out - Once Microsoft has signed off on your integration, you can begin to roll out to your users. Depending on your traffic estimates, Microsoft may request that you roll out over a period of several days to ensure you do not overload Office Online or your WOPI servers.

To manage this process, Microsoft will create a dedicated Trello board to track issues and provide a common communication channel between your team and Microsoft. You can learn more about how to use this Trello board in the Using Trello to manage the launch process section.

Before starting the launch process, you should read the below sections for an overview of the types of questions and issues that you may need to address during the process.

Preparing for the launch process

WOPI validation

As part of the validation process, Microsoft will test your WOPI implementation using the WOPI Validation application. All of the tests in the following categories must be passing:

  • HostFrameIntegration (ValidLanguagePlaceholderValues may be skipped if the host is not using the UI_LLCC or DC_LLCC placeholder values)
  • BaseWopiViewing
  • CheckFileInfoSchema
  • EditFlows
  • Locks
  • PutRelativeFile or PutRelativeFileUnsupported
  • RenameFileIfCreateChildFileIsNotSupported or RenameFileIfCreateChildFileIsSupported (applicable only if the host supports RenameFile)
  • FileVersion
  • PutUserInfo (applicable only if the host supports PutUserInfo)
  • ProofKeys (applicable only for hosts implementing proof key validation)

Important

All of the applicable tests listed above must pass in order to go to production. We do not make exceptions to this requirement.

Tip

Hosts are not required to support RenameFile, PutRelativeFile or use proof key validation. However, hosts that do support these operations, or use application features that rely on them, those test groups must be passing.

For example, binary file conversion requires the PutRelativeFile operation be implemented, so hosts that support conversion must also pass the PutRelativeFile tests.

Manual testing

In addition to checking the WOPI validation results, Microsoft will do some manual validation of scenarios that cannot currently be tested using the WOPI validator. You should follow the steps in the testing guide and fully test these scenarios prior to starting the launch process.

Important

Multi-user co-authoring is used to test parts of a WOPI server implementation. Therefore, the validation process requires that multi-user co-authoring can be tested using the test accounts

Test accounts and video

In order to enable your WOPI host to use Office Online’s production environment, Microsoft will perform some validation of your WOPI implementation and Office Online integration. This requires that you provide Microsoft test accounts in addition to a video demonstrating the testing.

Requirements

You must provide the following information when submitting your integration for validation:

  • At least two (2) test accounts for your test system; the accounts you provide must be capable of doing the following:
    • Upload new files of any file type you open with Office Online, including .wopitest and .wopitestx files used by the WOPI validator
    • Open .wopitest files in the WOPI validator
    • The accounts must be capable of testing multi-user co-authoring; co-authoring with a single user account is not sufficient
  • A login URL to use to sign in to your test system
  • A video (or several videos) demonstrating the following scenarios using the test accounts provided
    • Upload a new .wopitest file and open it in the WOPI validator
    • Demonstrate your integration with Word by uploading a new Word document and editing it in Word Online
    • Demonstrate your integration with PowerPoint by uploading a new PowerPoint document and editing it in PowerPoint Online
    • Demonstrate your integration with Excel by uploading a new Excel document and editing it in Excel Online
    • Open a document as two different user accounts and demonstrate multi-user coauthoring (test details)
      • If an explicit “share” action is needed to share a document between two users, demonstrate how to do this in your video

Important

Before starting the launch process, please ensure that you have throughly reviewed all the information here, and that you are ready to provide test accounts and videos.

Once test accounts are provided, Microsoft will typically test your implementation the first Tuesday following when the accounts are provided. Usually testing can be completed within two to four weeks. However, this time line is subject to demand; if other partners are already being tested it may take additional time for Microsoft to begin testing your implementation. In addition, if implementation issues are uncovered during testing the process may take longer.

WOPI implementation questionnaire

There are some aspects of your WOPI implementation that are particularly critical to the success of your integration. In order to verify these parts of your implementation, Microsoft will ask you to answer some questions regarding your specific WOPI implementation. These questions are included below.

Note

This list of questions is subject to change. Microsoft will provide you with a specific list of questions as part of the launch process that may differ from the list below.

  1. Confirm that your File IDs meet the criteria listed in the documentation. Office Online expects file IDs to be unique and consistent over time, as well as when accessed by different users or via different UI paths (e.g. a given file might be available in two different parts of your UI, such as in a typical folder and also in search results. If the document is meant to be the same, then the file IDs should match. Otherwise users will see unexpected behavior when they access the same file via different UI paths).
  2. Confirm you’re providing a user ID using the UserId field and that the ID is unique and consistent over time as described here.
  3. Confirm that the value in the OwnerId field represents the user who owns the document and is unique and consistent over time as described here.
  4. Are you sending the SHA256 value in CheckFileInfo?
  5. Are you using the business user flow?
  6. What WOPI host capabilities properties are you passing in CheckFileInfo?
  7. Do you use IPv6 in your datacenters?

Production settings check

Prior to enabling your integration in the production environment, Microsoft will ask you to verify your current Microsoft-configured settings, including your entries in the WOPI domain allow list and Redirect domain allow list.

Important

Changes to production settings require time to make.

Any changes to Microsoft-configured settings will take 2-3 weeks to fully roll out to the production environment. This includes changes to the WOPI domain allow list.

The test environment, on the other hand, is generally updated with new settings within 24-48 hours.

Service management contacts

Office Online is a worldwide cloud service, and is thus monitored at all times. As part of the launch process, Microsoft will provide you with information regarding how to escalate service quality issues with Office Online’s on-call engineers.

In order to use the production environment, you must also provide a contact for Microsoft’s on-call engineers to reach if Office Online detects an issue that we suspect is due to a problem on the host side. For example, Office Online’s monitoring systems might detect error rates for sessions spiking, and the on-call engineer would contact the host to see if it’s a known issue on the host side. Ideally this emergency contact can be reached 24x7, either by phone or email.

Rollout schedule and traffic estimates

Typically Microsoft asks partners to roll out over a period of time - between a few days to two weeks - depending on the anticipated traffic. For smaller hosts this is not always necessary. If you’re already planning on doing this, you should communicate the schedule to Microsoft (i.e. 10% day 1, 50% day 2, etc.). If you’re not, you must coordinate with Microsoft to ensure this is appropriate given your traffic estimates.

In order to best plan the rollout, you should be prepared to provide Microsoft with updated traffic estimates. Ideally these will be broken down by view/edit, file type, and geography, but provide whatever you can.

Production access

Once you and Microsoft have agreed on a rollout plan and Microsoft has signed off on your WOPI implementation, your WOPI host will be enabled in the production environment. You should plan to do some basic testing against the production environment prior to rollout to ensure there are no unique issues using that environment. Once you have completed that testing, you can roll your integration out to users according the agreed-upon rollout schedule.