Article last updated on the 27th of August, 2021.
Before performing going through the procedures in this article, make sure you have already undergone the procedures in step 1 through 4 of the installation guide. Click here to go back to the installation guide overview article.
1. Adding the WorkPoint App to the WorkPoint site
In this step, we will add the WorkPoint App from our App Catalog to the site we created for WorkPoint.
- In the “Active sites” section of the SharePoint admin center, click the URL of the site collection.
- Click the “Site contents”-menu item in the left side menu to access the “Site contents”-page of the site collection.
- On the “Site contents”-page, click the “Add an app”-button.
- In the “Apps you can add”-section, click the “WorkPoint 365 App#”-button. The “#” should correspond with the version of the WorkPoint app you have uploaded to the App Catalog, and that you wish to add.
From here, if you have followed this guide and completed the steps in section 4.1 and 4.1.1., you can skip to pt. 61. Else, proceed to pt. 54.
- A text below the app should tell the user “You can’t add this app here”. Click the “Find out why”-text.
- The reason the app cannot be added at this point is that it needs to be approved by an administrator. Click the “Request Approval”-text in the yellow box.
- Optionally add a request justification, or a comment to the approval request.
- Click the “Request”-button.
An E-mail will now be sent to the person who requested the approval of the app. This e-mail looks something like the following:
- Click the link in the E-mail to proceed in the approval process for the app. Note that the user attempting to approve the app must have Global Admin rights in Office 365.
An “Approve or Reject App Request”-page shows information about the app, which permission it requests, and the justification message or comment that was sent with the request:
- Click the “Approve”-button.
Now, back in the “Site contents”-page of the site collection which should have the WorkPoint app added, we can now add the app:
- Click the “WorkPoint 365 App#”-button again.
- Click the “Trust it”-button.
The WorkPoint app is now being added to the site collection:
This process usually takes about 30 seconds. The user can cancel the addition of the app by clicking the “Click here to cancel”-text.
Once added, the WorkPoint app looks like this in the app catalog:
Clicking the app starts the WorkPoint installation wizard.
Note that after adding the WorkPoint App, you should also see an app called "WorkPoint 365 App# (shared)". This is normal, but you should click the non-shared version to install WorkPoint on the site collection.
2. Installing WorkPoint
In this step, we will install the newly added WorkPoint app on the WorkPoint site.
As previously mentioned, clicking the WorkPoint App in the app catalog starts the WorkPoint installation wizard:
Here, the user can input the license key which is provided by WorkPoint. The WorkPoint license is provided upon the purchase of WorkPoint. You can click the "Order a license key" link to go to the WorkPoint order form.
If an invalid license key is typed in, the system will give a message notifying the user that the key is invalid.
Once a valid license is typed into the License Key field, a message notifying the user that they key is valid appears
- Upon entering a valid license key and clicking continue, the next step allows the user to select which type of WorkPoint solution should be applied to the site collection. In this case, an empty WorkPoint solution with the Modern UI layout is selected.
- Click the “Continue”-button to proceed.
- The last step is to read and accept the WorkPoint terms and conditions. You can read the license information by clicking the “license”-text. Once read, click the “I accept the terms and conditions”-checker.
- Click the “Continue”-button to proceed.
The WorkPoint solution is now being installed on the site collection. The following window is displayed:
This process may take several minutes. An e-mail will be sent to the installing user’s e-mail once completed. This process does not require the window to be open, so it can be closed at this point.
Once completed, a ready WorkPoint solution has been set up, ready to be configured further.
Note that dependent on which type of solution you choose to install, the installation wizard might include additional steps to what is shown here.
2.1. Granting consents
Once the WorkPoint app is installed on the site collection, you should grant consents to various APIs. This can be done from the WorkPoint Administration:
- On the WorkPoint solution, click the "Home" button in the top left.
- Click the cog-icon to access the WorkPoint Administration.
- In the left side menu of the WorkPoint Administration, click "App Management".
From here, various consents and permissions can be given:
- If your solution uses Email Manager 365, click the "WorkPoint365 web API sign up" button to sign up for the WorkPoint Web API.
- Click the "Tenant administrator app consent" button to go to Tenant administrator app consent.
- Click the "Tenant administrator web API permission management" button to go to Tenant administrator web API permission management.
- Click the "Assign the current app to this solution" button to assign the current app to this solution.
Before concluding the installation of WorkPoint, please ensure that you have:
□ Added the WorkPoint App to the site on which it should be installed
□ Provided a valid license key in the installation wizard
□ Gone through the installation wizard and all necessary steps
□ Granted the necessary consents after installation and approved the WorkPoint APIs in SharePoint API Management if using Modern UI