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WorkPoint Express Setup Guide

Article last updated on the 5th of July 2021.

Contents

1. Downloading WorkPoint Express Installation files

Please go to this article for guidance regarding WorkPoint Express download

2. Scripted installation

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

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.

3. 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.

4. 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".
WorkPoint Express - InstallShield Wizard
  1. Select which Office applications WorkPoint Express should be installed to. In deselected applications you will not be able to use WorkPoint Express.
  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.

5. 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.

6. 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.

   6.1. Adding solutions common to groups

In some cases, you might want to allow a group of users to have access to certain WorkPoint or SharePoint sites, which others do not have access to. An example could be if an organization has two WorkPoint solutions, but one of them is only relevant to a few select people.

In this case, it is possible to define a Local- or an Azure Active Directory group and make sites available to the members of that group.

For demonstration purposes, we will show how to set up a WorkPoint site specifically accessible to the members of an Azure Active Directory group.

Note that this demonstration does not cover how to set up local- or Azure active directory groups.

We begin by setting up the "Azure" settings in WorkPoint Express:

  1. In WorkPoint Express, click the "Menu" icon.
  2. In the pop-up menu, click "Settings".
  1. In the WorkPoint Express settings, open the "System" tab.
  2. In the System tab, open the "Miscellaneous" tab.
  3. In the "Azure" section of the Miscellaneous tab, input either the Primary Domain of your tenant, or your Tenant ID.

Both the primary domain and your tenant ID can be found by logging into the Azure Active Directory portal at aad.portal.azure.com, as shown in the following image:

This process is done so that WorkPoint Express knows where to look for your Azure Active Directory groups.

Next, we add the site to WorkPoint Express which needs to be accessible only to a specific Azure AD group:

  1. In the WorkPoint Express settings, on the "Sites" tab, we click the "Show sites common for all users" checker.
  2. Next, we click the "Add" button.

If you cannot enable the "Show sites common for all users" checker, ensure that you are member of the group set in the "Access Control" tab inside the "System" tab.

  1. Fill in all necessary information for your WorkPoint or SharePoint site.
  2. In the "Filter by" section, click the binoculars icon.
  1. If you have performed step 31 in this guide, you have two options; you can either search for groups locally, or in your Azure Active Directory. If you did not perform step 31, you will not see this option, and whatever search query you use will search through your local active directory groups.

We can now perform a search for the group which members should be able to see the site we are configuring in WorkPoint Express:

  1. In this example we search for "OneProAM 01".
  2. We select the group in the search results.
  3. To accept the selection, we click the "OK" button.

The group has now been added to the site configuration:

Add Site
  1. You can remove the group from the site configuration by clicking the "X".
  2. To complete the configuration, we click the "OK" button.

At this point, you will be prompted to log in to the site you are adding to WorkPoint Express. After successful log in, the site now appears in the list of sites in WorkPoint Express:

Note that we are currently still in the "Show sites common for all users" mode. Any site listed here will only be accessible to members of the groups specified for the sites.

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