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Installation and Configuration Process

Abstract

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.

. Install the PoolParty for SharePoint Administration Application on a SharePoint Site
  1. Create a SharePoint site on which you will install the PoolParty for SharePoint Administration application.

    Create a Site for PoolParty for SharePoint Administration

  2. Use a PowerShell script from the deployment package to create system lists that the PoolParty for SharePoint Administration application needs to run properly.

    Generate System Lists

  3. 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.

  4. 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

  5. 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.

    Approve a Request from the PoolParty for SharePoint Administration Webpart to Access Microsoft Graph API

  6. 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 PoolParty for SharePoint Administration to the Site

  7. Add the PoolParty for SharePoint Administration application as a web part to a specific page on the SharePoint site.

    Add PoolParty for SharePoint Administration to a Page

. Install the PoolParty for SharePoint Search Application on a SharePoint Site
  1. Create a SharePoint site on which you will install the PoolParty for SharePoint Search application.

    Create a Site for PoolParty for SharePoint Search

  2. 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

  3. 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

  4. 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.

    Create a Site Page

  5. Add the PoolParty for SharePoint Search application as a web part to the page you created in the previous step.

    Add PoolParty for SharePoint Search to the Page

. Deploy the PoolParty for SharePoint Command Bar and Views Application to a Tenant App Catalog
  1. 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.

    Deploy PoolParty for SharePoint Command Bar and Views

. Set up Authentication for the PoolParty for SharePoint Administration Application
  1. 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.

    Create an App Registration

  2. 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:

. Deploy Azure Functions to the Azure Portal
  1. Create a function app that will host the execution of the Azure functions used by PoolParty for SharePoint.

    Create a Function App

  2. Use Azure Kudu to upload the zip file with the Azure functions from the deployment package.

    Upload the Azure Functions to the Function App

  3. Configure the function app by editing its settings in bulk.

    Configure the Function App

  4. The Azure functions communicate with the PoolParty server via REST API calls, which are protected with Basic Authentication by default. You can change the authentication method to OAuth 2.0.

    Specify Authentication Method for the API Calls between the Azure Functions and PoolParty

  5. If you want to lower Azure costs, you can exclude certain file types such as videos or images from the tagging process.

    Exclude Files with Certain Extensions from Tagging

  6. Take note of 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.

    Get the URL and API Key of the Azure Functions

. Configure the PoolParty for SharePoint Administration Application
  1. 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.

    Configure PoolParty for SharePoint Administration

. Configure the PoolParty for SharePoint Search Application
  1. 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.

    Configure PoolParty for SharePoint Search