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WorkPoint Express Setup Guide

Article published on the 6th of November 2020.

Contents

1. Checking Office 365 bit-version

It is important to select the correct WorkPoint Express installation file.

The correct file depends on the bit-version of your installed Office 365 products. Follow this guide to find out whether you have a 32-bit or a 64-bit installation of Microsoft Office:

Subsite documentation.docx - Word
  1. In one of your Office applications (here, Microsoft Word is used for demonstration), click the "File" menu.
Subsite documentation.docx - Word
  1. In the bottom of the side panel, click "Account".
Subsite documentation.docx - Word
  1. In the "Account" page, click "About Word". In other applications, this button will carry the name of the application instead of "Word".
Subsite documentation.docx - Word
  1. In the newly opened window, the first line should let you know which bit-version of Word (and Office) you have. In this case, a 32-bit version of Office is installed on the machine.

PLEASE NOTE about Microsoft Office 365 updates: WorkPoint recommends that you have your Office 365 set to the "Semi-Annual Channel". This means that Office 365 will be receiving updates twice a year. If your Office 365 is set to "Monthly Channel" some features in WorkPoint Express might not work correctly. You can read more about Office 365 update channels here.

2. Downloading WorkPoint Express Installation files

   2.1. Complete package (incl. Microsoft.Net framework)

   2.2. MSI package (does not include Microsoft.Net framework)

3. Scripted installation

If you want to deploy WorkPoint Express to multiple users at once see this article for more information.

http://support.workpoint.dk/hc/en-us/articles/206486658

Datastore version requirements:

If you are using a local installed WorkPoint Express datastore, please ensure the WorkPoint Express datastore version is updated to version 5.8.0. For more information contact your WorkPoint partner.

4. Locating WorkPoint Solution ID

Your WorkPoint Solution ID is a collection of configuration settings for WorkPoint Express.

Providing the Solution ID is a required step when installing WorkPoint Express. Therefore, being able to locate the Solution ID is important. The following steps describe how to locate the Solution ID.

WorkPoint365 Administration - Google Chrome
  1. In the WorkPoint Administration, under "Get started with WorkPoint Express, click the "here" link.
WorkPoint Express - Google Chrome
  1. In the "WorkPoint Express" page, you will find the Solution ID for your solution. This is the Solution ID which is required for installing WorkPoint Express and should either be written down or copied to the clipboard for use in the installation wizard.

5. Installing WorkPoint Express

The following section describes how to install WorkPoint Express once.

Once you have downloaded the installation file, open it to run the WorkPoint Express installation wizard.

  1. In the welcome step, click "Next".
Install WorkPoint Express for WorkPoint 365 – Welcome! How can we help? - Google Chrome
  1. In the WorkPoint Solution ID step, enter the Solution ID into the text field.
  2. Click "Next".
Install WorkPoint Express for WorkPoint 365 – Welcome! How can we help? - Google Chrome
  1. In the "Ready to install the Program" step, click "Install". If prompted by the Windows operating system, click "Yes" to allow the installation.
Install WorkPoint Express for WorkPoint 365 – Welcome! How can we help? - Google Chrome
  1. When the installation is complete, click the "Finish" button.

6. Providing consents for WorkPoint Express functionality

For all aspects and functions of WorkPoint Express to work properly, various consents needs to be granted.

The following steps describe how to grant these consents.

 

  1. In WorkPoint Express, click the "Menu" icon.
  2. In the menu, click "Settings...".
  1. In the WorkPoint Express settings, go to the "System" tab.
  2. In the System tab, go to the "Miscellaneous" tab.
  3. In the bottom of the Miscellaneous tab, under "Consent Links" click the drop down menu and select the consent you wish to grant. The different consents are described further down in this section.
  4. Type in the tenant on which you wish to grant the selected permission.
  5. To start the consent process, click "Open Link".

Performing the previous steps opens a browser window like the following:

Sign in to your account - Google Chrome
  1. Select an account or type in your Office 365 credentials to proceed.
Sign in to your account - Google Chrome
  1. You can click the arrows to expand or collapse the information about what you grant consent to.
  2. Once you have read and understood what you consent to, click the "Accept" button.

Consents only need to be granted once. As consents are given on behalf of your organization, it is required that the person granting consent has the Global Admin role in Office 365.

7. Adding solution to WorkPoint Express

Once WorkPoint Express is installed and running, you can add solutions to it.

The following steps describe how to add solutions to WorkPoint Express.

  1. In WorkPoint Express, click the "Menu" icon.
  2. In the menu, click "Settings...".
  1. In the "Sites" tab of the WorkPoint Express settings, click "Add" to add a solution.

In the "Add Site" window, you can add various types of solutions to WorkPoint Express. Depending on which type you select, you will be prompted to provide more information, such as site url, a user friendly name for the solution, etc.

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