Installation and Configuration Process
This article provides an overview of the installation step guide that you will need to successfully install and configure PoolParty for SharePoint.
Here is an overview of the steps that you will take during installation and configuration of PoolParty for SharePoint.
Create a SharePoint site on which you will install the PoolParty for SharePoint Administration application.
Use a PowerShell script from the deployment package to create system lists that the PoolParty for SharePoint Administration application needs to run properly.
Create a site app catalog. It will allow you to deploy the PoolParty for SharePoint Administration application to the site.
Create a Site App Catalog for PoolParty for SharePoint Administration
Note
Alternatively, you can use a tenant app catalog to install PoolParty for SharePoint Administration. However, we strongly recommend using the site app catalog to limit the deployment of the application to only one site.
Upload the package with the PoolParty for SharePoint Administration application to the site app catalog that you created in the previous step.
Deploy PoolParty for SharePoint Administration to the Site App Catalog
If you want to enable management of site permissions from the PoolParty for SharePoint Administration application, log in to the SharePoint admin center and approve a pending request from the application webpart to access the Microsoft Graph API.
In SharePoint, a site can contain one or more pages, which in turn can contain one or more web parts. To be able to use the PoolParty for SharePoint Administration application from a page on your site, you first need to create that page.
Add the PoolParty for SharePoint Administration application as a web part to a specific page on the SharePoint site.
Create a SharePoint site on which you will install the PoolParty for SharePoint Search application.
Create a site app catalog. It will allow you to deploy the PoolParty for SharePoint Search application to the site.
Create a Site App Catalog for PoolParty for SharePoint Search
Upload the package with the PoolParty for SharePoint Search application to the site app catalog that you created in the previous step.
Deploy PoolParty for SharePoint Search to the Site App Catalog
In SharePoint, a site can contain one or more pages, which in turn can contain one or more web parts. To be able to use the PoolParty for SharePoint Search application, you first need to create a new site page that will contain the PoolParty for SharePoint Search web part.
Add the PoolParty for SharePoint Search application as a web part to the page you created in the previous step.
Deploy the PoolParty for SharePoint Command Bar and Views application to a SharePoint tenant app catalog from where you can add it to any site in that tenant.
The PoolParty for SharePoint Administration application delegates the identity and access management to Azure Active Directory. As a first step, establish a one-way trust relationship from the application towards Azure Active Directory by registering the application with the Microsoft identity platform.
As a next step, configure the app registration to allow the PoolParty for SharePoint Administration application to authenticate and authorize against resources. The configuration process includes the following steps:
Grant the app registration permissions to call the Microsoft Graph and SharePoint APIs. You also need to grant the app registration an admin consent to access your organization's data.
Create a key vault, which will allow you to generate a certificate and a client secret for your app registration.
Generate a certificate.
Export the certificate in a CER format so that you can upload it into the app registration.
Upload the certificate into the app registration.
Add a client secret to the app registration.
Create a function app that will host the execution of the Azure functions used by PoolParty for SharePoint.
Use Azure Kudu to upload the zip file with the Azure functions from the deployment package.
Configure the function app by editing its settings.
Note down the URLs of the deployed Azure functions, as you will need them to establish communication between the PoolParty for SharePoint Administration application and the PoolParty for SharePoint Search application on the one hand and the PoolParty server on the other hand.
After you have installed PoolParty for SharePoint Administration on a SharePoint site, set up authentication for the application and deployed Azure functions to the Azure portal, go to SharePoint and further configure PoolParty for SharePoint Administration to enable communication between the application and the PoolParty server as well as between the application and Azure Active Directory.
After you have installed PoolParty for SharePoint Search on a SharePoint site, further configure it to enable communication between the application and the PoolParty server as well as between the application and Azure Active Directory.