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Upgrading Graphwise for Microsoft 365

04/07/2025

This provides an overview of the steps to upgrade of Graphwise for SharePoint.

Important

Before you start, make sure that you fulfill the minimum prerequisites and requirements.Prerequisites and Requirements

  1. Use the GraphwiseForSharePointAdminStructureUPDATEScript.ps1 PowerShell script from the deployment package to update system lists that were created during installation.

    The procedure is the same as for a fresh installation: Generate System Lists). In step 1, run GraphwiseForSharePointAdminStructureUPDATEScript.ps1 instead.Generate System Lists

  2. Upload packages with updated SPFx functions into corresponding app catalogs.

    1. Upload the Graphwise for SharePoint Administration application package (graphwise-for-sharepoint-admin-web-part.sppkg) into the corresponding site app catalog created during installation.

      For a step-by-step guide, refer to the installation documentation: Deploy PoolParty for SharePoint Administration to the Site App Catalog.Deploy PoolParty for SharePoint Administration to the Site App Catalog

    2. Upload the Graphwise for SharePoint Search application package (graphwise-for-sharepoint-search-web-part.sppkg) into the corresponding site app catalog created during installation if you want to use the Tagging module.

      For a step-by-step guide, refer to the installation documentation: Deploying Graphwise for SharePoint Search to the Site App Catalog.

    3. Upload the the Graphwise for SharePoint Command Bar and Views extension package (graphwise-for-sharepoint-list-webparts-client-side-solution.sppkg) into the tenant app catalog for the Tagging module.

      For a step-by-step guide, refer to the installation documentation: Deploying Graphwise for SharePoint Command Bar and Views.

  3. Upload packages with updated Azure functions into corresponding function apps. You should have a dedicated function app for each module (Tagging and SharePoint synchronization) that you are using.

    For a step-by-step guide, refer to the installation documentation: Deploying Graphwise for SharePoint Command Bar and Views.

  4. Optional: If you wish, you can change the configuration settings of Azure functions.

    Note

    If you have already changed those settings during installation or previous upgrades, your changes have been preserved.

    1. You can change the authentication method to protect the API calls between Graphwise for SharePoint and PoolParty.

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

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

      Note

      The tagging process works with text-based files; other file types will not return any results.

      Limit Files for Tagging

    3. If you want to use the Term Store Synchronization module, you can enable and configure logging of Term Store synchronizations on the concept level.

      Configuring Term Store Synchronization Logging in the Administration Application

    4. You can enable Microsoft's built-in App Service authentication to provide the Azure functions with an additional layer of security.

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

  5. If you are experiencing issues after the upgrade, you can use the GetVersion and GetWebsite functions to test whether the PoolParty server is up and running and Graphwise for SharePoint can access it.

    Verifying the Connection between PoolParty and the Azure Portal

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