In this article, you will learn how to install DeliverPoint into your SharePoint Online tenant to use it within SharePoint and Teams. This normally only takes a few minutes.
Steps to install the DeliverPoint Client Side Web Part
To install DeliverPoint into your SharePoint Online Tenant, you will need to be at least a SharePoint Administrator, and also a Site Collection Admin of the tenant App Catalog site. To approve the Microsoft Graph API permissions, you will need to be a Global Admin or an Application Admin. Please follow these steps:
- Download the Lightning Tools DeliverPoint Files.
- If you are planning on installing the trial version, please download DeliverPoint by completing the following online form: Download Here (Note: you will receive an email from Lightning Tools with the direct download link in the email).
- If you are an existing customer, you can download DeliverPoint Here
- Extract the downloaded zip file to an appropriate location on a PC.
- Meanwhile, open a browser and navigate to your App Catalog from your SharePoint Admin Center. This can be found under More Features in the left navigation, then Open the Apps tile. If this is the first time an app has been added in your environment, the App Catalog site collection will be automatically provisioned at this point. If your organization is using the “classic” App Catalog interface, please see the section below.
- In the modern App Catalog interface, click Upload and then browse to the extracted folder. For most SharePoint Online tenants, select the deliverpoint-cswp.sppkg file in the main folder. Note: If you are using a dedicated SharePoint Online tenant, please use the deliverpoint-cswp.sppkg file in the subfolder SharePoint Online Dedicated)
- The Enable App panel will open on the right side. It will give you some information about the app, and allow you to choose how you wish to deploy the app (its availability). We recommend the default setting: Enable this app and add it to all sites. This will make DeliverPoint available to site owners in any site in your tenant. By default, the box is also ticked to Add to Teams, which you can choose to do now if you wish, or you can add it to Teams later if you’re unsure at this point. The other option (Only enable this app) will enable the app in the App Catalog, but if someone wishes to use DeliverPoint on a site, they will need to use SharePoint’s Add an App feature on that site, to add DeliverPoint there. In either case, click the Enable App button.
- Next, a panel will appear that says “Approve access so this app works as designed”. This is because DeliverPoint takes advantage of a number of Microsoft Graph entities, and a Global or Application Admin must give approval to allow DeliverPoint to make requests to the Microsoft Graph. If you are a Global Admin, click Go to API access page. Otherwise, a Global Admin can come back and do the approvals later via the API access link on the left menu of the App Catalog.
- This will take you to the API Access page, which normally takes a moment to load. You should eventually see a number of Pending permission requests by DeliverPoint. Note that you may see different requests than shown below, either because some of these permissions have already been approved, or because there have been changes to DeliverPoint since the time this article was written. You can view a current list of DeliverPoint API requests in this Knowledge Base article. The article also describes the purpose of each request; you may find that some are not necessary to approve if you don’t plan to use the relevant feature. However, some are necessary for DeliverPoint to function properly; these are noted in the KB article.
- Approve the appropriate Pending requests one by one; it’s not possible to approve them in bulk.
- If you did not add DeliverPoint to Teams in Step 5 above, then you can do it later by selecting the Lightning Tools DeliverPoint app in the App Catalog, and clicking Add to Teams. You will need to be at least a Teams Admin to perform this action, and your Teams environment must be configured to allow third-party apps.
You can now use DeliverPoint in your sites.
Installation using the Classic App Catalog interface
Within the following training video and steps, you will learn how to install DeliverPoint into your SharePoint Online Tenant using the classic App Catalog UI.
- The downloaded folder will contain a file called deliverpoint-cswp.sppkg. (Note: If you are using a dedicated SharePoint Online tenant, please use the deliverpoint-cswp-sppkg file in the subfolder SP Online Dedicated)
- Meanwhile, open a browser and navigate to your App Catalog. The url will typically be: https://[TenantName].sharepoint.com/sites/appcatalog/SitePages/Home.aspx
- Within the AppCatalog site, please open the Apps for SharePoint library from the left hand navigation pane.
- Drag and drop the deliverpoint-cswp.sppkg file into the Apps for SharePoint library.
- You will be prompted as to whether you trust the deliver-point-cswp-client-side-solution. If you wish to use the product, please check the check box “Make this solution available to all sites in the organization” and click Deploy.
- If you wish to use DeliverPoint within Microsoft Teams as well as SharePoint Online, please select the deliver-point-cswp-client-side-solution package, and choose “Sync to Teams” from the FILES ribbon.
- Grant the DeliverPoint solution API access permissions to read and write to the Active Directory via the Graph API by navigating to the Microsoft 365 Admin centre. (Note: This is required to query permissions granted via Active Directory Security Groups and Microsoft 365 Groups).
- Click Show all in the left-hand navigation pane of the Admin centre.
- Navigate to the SharePoint Admin Centre using the left-hand navigation menu.
- Expand Advanced.
- Click API Access on the left-hand navigation menu.
- Approve the separate pending requests to grant DeliverPoint API access.
- You have now fully installed DeliverPoint in your SharePoint environment!
- With DeliverPoint successfully installed and synced to Teams, you can open a Teams channel, search and add the DeliverPoint tab to the channel.
.webp)
15. If you want to add DeliverPoint as a personal app in Teams, you can go to your Teams admin center and confirm it is published and allowed in the Manage apps section.webp)
- You can also confirm that third-party apps and custom apps are enabled under org-wide app settings.
- Note that it may take up to a few days before you can add DeliverPoint as a personal app from the Apps button on the Teams left pane.
Updated November 2023