Installation

Import solution

⚠️ The topics in this article are more advanced use cases in Microsoft 365 administration. We recommend these steps to be done by an IT professional. We provide assistance in installing the solution. Contact us at support@sharecontrol.no.

Prerequisites

Before importing the solution, you must complete the steps described in Create environment and Create service account.

All the following steps should be done while logged in as the service account. You will also have to generate the SharePoint lists used for notifications by the SharePoint add-in. This is done by first activating the notification module by opening the Settings page in the add-in and navigating to the Power Automate Notifications tab.

If the settings are not available in the tab and the tab only contains information about the notifications module, it’s because the notifications module is not activated for your license key. Contact Share Control at support@sharecontrol.no for help activating notifications.

In the Power Automate Notifications tab, enable the module and all 3 notification fields. Then, navigate to the Properties and Support tab and click the Scan button under Upgrade Repair. A list of all missing lists and metadata fields should be displayed. Click Repair and let the app finish repairing the solution before you refresh the site. Run another Scan and Repair after refreshing to fix the order for the metadata fields.

If you now open a contract or try to register a new one, you will see that the notification fields are added at the bottom of the registration window. If you check the site contents for the site, the Power Automate lists used by the solution should’ve been generated as well.

Importing the solution

It’s important that you do the following steps logged in as the service account, so that the notification solution later runs in the context of the service account.

Navigate to the newly created Power Automate environment and select Solutions in the left panel. Click Import solution in the top menu, and select the zip file containing the Share Control Notifications solution (download). Click Next until the setup wizard asks you to set up the connections. Follow the on-screen instructions and click Next when finished.

Finally, you will be asked to define the environment variables in the solution. Enter the site address first. It’s easier to paste the URL instead of selecting from the dropdown since some sites may have identical names. Then, point each list reference to its corresponding list. If the lists do not appear in the dropdown, you might have forgotten to do the steps described as prerequisites above. The solution usually takes a couple of minutes to upload. Before you finish, make sure all the flows (not variables and references) have the status On by opening the solution.

Update permissions for the notifications log

The SharePoint list ShareControl - Power Automate Log will contain information about the notifications that will be sent and the contracts they belong to. The list is by default accessible by everyone, so in order to control data access we need to update the permissions for this list. Locate the list in site contents, click the three dots to open its settings, and select Permissions for this list. Click Stop Inheriting Permissions in the ribbon menu and then remove all groups except then Owners group. Make sure the service account is part of the “Owners” group before you do this, so that you don’t lose access.

Test notification

We recommend to test that the notifications solution work as expected after you’ve installed it. Create a contract with a notification addressed to the service account or your personal account and run the flow called Main. The could take some minutes to run the first time around. You should receive the notification eventually and this confirms that the solution is imported correctly.