Installation and Configuration Process

Create a SharePoint site where you will install the Graphwise for SharePoint Administration application.

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

Create a site app catalog. It will allow you to deploy the Graphwise for SharePoint Administration application to the site.

Upload the package with the Graphwise for SharePoint Administration application to the site app catalog that you created in the previous step.

If you want to enable management of site permissions from the Graphwise for SharePoint Administration application, log in to the SharePoint admin center and approve a pending request from the application web part 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 Graphwise for SharePoint Administration application from a page on your site, you first need to add the application to the site.

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

Create a SharePoint site where you will install the Graphwise for SharePoint Search application.

Creating a Site for Graphwise for SharePoint Search

Create a site app catalog. It will allow you to deploy the Graphwise for SharePoint Search application on the site.

Creating a Site App Catalog for Graphwise for SharePoint Search

Upload the package with the Graphwise for SharePoint Search application to the site app catalog that you created in the previous step.

Deploying Graphwise 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 Graphwise for SharePoint Search application, you first need to create a new site page that will contain the Graphwise for SharePoint Search web part.

Creating a Site Page

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

Adding Graphwise for SharePoint Search to the Page

If you want to use the Tagging module, deploy the Graphwise 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.

Deploying Graphwise for SharePoint Command Bar and Views

The Graphwise for SharePoint Administration application delegates the identity and access management to Microsoft Entra ID (formerly Azure Active Directory). As a first step, establish a one-way trust relationship from the application towards Microsoft Entra ID by registering the application with the Microsoft identity platform.

Create an App RegistrationCreate an App Registration

As a next step, configure the app registration to allow the Graphwise for SharePoint Administration application to authenticate and authorize against resources. The configuration process includes the following steps:

Create function apps that will host the execution of the Azure functions used by Graphwise for SharePoint.

Creating a Function App

Use Azure Kudu to upload the zip files with the Azure functions into corresponding function apps.

Upload the Azure Functions to the Function AppUpload the Azure Functions to the Function App

Configure each function app by editing its settings in bulk.

Configuring the Function App

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

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

Recommended: If you want to use the Tagging module, you can lower Azure costs by exclude/include-listing certain file types for tagging. You can also set a limit on the file size.

Limit Files for Tagging

Optional: You can enable the built-in App Service authentication by Microsoft to provide the Azure functions with an additional layer of security.

Enabling Authentication with Microsoft Entra ID (Azure AD) for Azure Functions

Optional: If you want to use the Term Store Synchronization module, you can enable and configure logging of synchronizations in the Graphwise for SharePoint Administration application on the concept level.

Configuring Term Store Synchronization Logging in the Administration Application

Optional: You can use the Azure functions to verify that the connection between the PoolParty server and the Azure Portal works as intended.

Verifying the Connection between PoolParty and the Azure Portal

Take note of the URLs and app keys of the function apps you have just created, as you will need them to establish communication between the Graphwise for SharePoint Administration application and the Graphwise for SharePoint Search application on the one hand and the PoolParty server on the other hand.

Obtaining the URL and API Key of the Azure Functions

After you have installed Graphwise 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 Graphwise for SharePoint Administration to enable communication between the application and the PoolParty server as well as between the application and Microsoft Entra ID (formerly Azure Active Directory).

Configuring Graphwise for SharePoint Administration

After you have installed Graphwise 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 Microsoft Entra ID (formerly Azure Active Directory).

Configuring Graphwise for SharePoint Search