Step 1: Prerequisites

Installing and using WorkPoint 365 is associated with a set of system requirements.

these requirements are outlined in this article, and should be understood before undertaking the installation process.

WorkPoint requires that you set up an Microsoft 365 tenant.

A Microsoft 365 tenant refers to the Microsoft 365 suite associated with a given domain. A Microsoft 365 tenant stores the data in Microsoft 365 applications, such as SharePoint, OneDrive and Yammer. In that way, your organization's data is stored in a single environment.

This step is typically performed by the customer themselves when purchasing Microsoft 365 licenses.

Once your Microsoft 365 tenant is set up, you will need to perform the following steps:

For new tenants (Microsoft doesn't specify what they mean by new tenants), apps using an ACS app-only access token (like WorkPoint is using) is disabled by default.

You can change the behavior by running ‘Set-SPOTenant -DisableCustomAppAuthentication $false' (needs the latest SharePoint admin PowerShell).

Reference: https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azureacs

Installing WorkPoint 365 on a SharePoint site on a Microsoft 365 tenant requires a WorkPoint License key. This license key can be acquired by contacting WorkPoint Sales at sales@workpoint.dk.

WorkPoint 365 Business license:

The WorkPoint 365 Business license plan is designed for customers that are looking for a solution to manage large amounts of information and support basic business processes in a simple structure. Typical customers are small to medium-sized companies with a large pool of users and data but only have a need for a few business modules.

WorkPoint 365 Enterprise license:

The WorkPoint 365 Enterprise license plan is aimed at customers looking for a solution to support complex processes across their entire department or even across their entire organization. The license plan is designed for large and medium-sized companies with a great amount of data and can manage most of the comprehensive processes across the organization. To take full advantage of the functionality and possibilities of WorkPoint 365 Enterprise, we recommend that the solution is configured by silver- or gold partners.

If you need additional guidance on which type of license to acquire, please contact WorkPoint Support at support@workpoint.dk.

An App Catalog site to make internally developed custom apps available for users to install when they browse apps under the From Your Organization filter on the Site Contents page.

It is essentially a store whereto you upload the WorkPoint App and from where you can then add it to the site on which WorkPoint should be installed.

You can read about how to create an app catalog site in this article (External link).

Before proceeding to step 2 of the installation of WorkPoint 365, please ensure that you have:

□  Understood the WorkPoint 365 System Requirements

□  Set up a Microsoft 365 tenant (including setting the DisableCustomAppAuthentication variable to false on the tenant)

□  Acquired a fitting WorkPoint 365 license for your business needs

□  Created an app catalog site in which to store the WorkPoint App