Employee Training Management for Office 365 Installation

Applies to: Employee Training Management for Office 365/SharePoint online
Other versions: View the version for SharePoint on premise (SP2010, SP2013, SP2016, SP2019)


The following guide describes how to install the Employee Training Management app for Office 365.

In this article:

Prerequisites

You are a Global or a SharePoint administrator in your Office 365 tenancy. If this is not the case, please forward these instructions to your SharePoint administrator or learn how to install the Employee Training Management app from the app store.

Install the add-in

Step 1: Download the package

Here you can download the package: Sapiens.at.SharePoint.ETM.package.zip.
Download and unzip the package to a local folder.

The package contains two add-ins, SharePoint.Sapiens.ETM.app and sapiens.at.sharepoint.modernui.sppkg. Both add-ins have to be installed.

The add-ins currently contains English (US), German, French and Dutch language resources. If you prefer to have British-English or Australian-English resources use the add-ins in the en-GB or en-AU folder.

Step 2: Open/Create an App Catalog site

  1. Sign in to Office 365 with your SharePoint Online admin account

  2. Open the SharePoint Admin Center, click on Show All and then on SharePoint

  3. Click on More features on the left and click on Open in the Apps section

    This will open the Manage apps screen. Continue with Step 3: Add both add-ins to the App Catalog. If you don’t see the Manage apps screen, continue with the next step.

  4. Click on App Catalog
    If you see the Manage apps screen instead of this screen, skip the next steps and continue with Step 3: Add both add-ins to the App Catalog.
    This will open the app catalog site/manage apps screen, in case you already have one. If not, please continue with 5.

  5. Select Create a new app catalog site, and then click OK.

  6. On the Create App Catalog Site Collection page, enter the required information, and then click OK.

Note: It can take a few minutes to create the app catalog site. Once the app catalog site is created, you can open it if you click on the App Catalog link again.

Step 3: Add both add-ins to the App Catalog

You can now upload both add-ins to the app catalog.

  1. Open the app catalog and click on Upload.

  2. Browse to the folder that contains the add-in, select the file SharePoint.Sapiens.ETM.app and click Open.

  3. After the upload is completed successfully, you should see the app in the app catalog.

  4. Click on Upload again, browse to the same folder, select the file sapiens.at.sharepoint.modernui.sppkg and click Open.

  5. After the upload is completed successfully, you will be prompted to enable the app. Click on Enable App.

  6. Now you’ll see a dialog to go to the API access page. This is optional, the app works fine if you don’t approve the additional APIs. The APIs only need to be approved if you want users to be able to create Team Meetings directly in SharePoint or if users should be able to enroll teams, distribution lists or other groups. Click on Go to API access page to approve the APIs or click on I’ll do it later.

  7. If you want to approve the APIs now, select the API and click on Approve.

Step 4: Install both add-ins for users

Now you can install both add-ins on a SharePoint site. Important: Note that you should not install the add-ins on the app catalog site, use a modern team site or communication site instead.

  1. Open the SharePoint site where you want to install the add-ins and click on Site Contents. We recommend that you use the add-in on a new SharePoint site.

  2. Click on New/App.
  3. Click on From Your Organization and click on the add-in SharePoint|sapiens Employee Training Management

  4. Click on Trust It

  5. Click on New/App again.

  6. Click on From Your Organization and click on the add-in SharePoint|sapiens Modern User Interface

Step 5: Verify

In Site Contents you should see two add-ins installed: SharePoint|sapiens Employee Training Management and SharePoint|sapiens Modern User Interface.

Step 6: Continue with the configuration

If both apps are successfully installed, click on the SharePoint|sapiens Employee Training Management add-in and continue with the configuration.

Learn more about configuring the add-in in the configuration guide.

Update both add-ins

The following section describes how you can update the apps to the latest version. If you just installed the app, please ignore this section.

Please check the release notes for updates. To update both add-ins, download the latest version (Sapiens.at.SharePoint.ETM.package.zip), unzip the package to a local folder and upload both add-ins (SharePoint.Sapiens.ETM.app and sapiens.at.sharepoint.modernui.sppkg) to the app catalog (Step 3). If you upload the file sapiens.at.sharepoint.modernui.sppkg, you also have to click on Deploy.

If you now view ‘About the add-in’ in site contents of your SharePoint site, you can get the latest version of the add-in. Make sure you update both add-ins (SharePoint|sapiens Employee Training Management and SharePoint|sapiens Modern User Interface). If the ‘Get it’ button is not enabled, the update is not necessary, the latest version has already been installed on this SharePoint site.

Important: Please also click on the ‘SharePoint|sapiens Employee Training Management’ add-in in site contents, click on ‘Configure’ and save the settings again.

Uninstall both add-ins

The following section describes how you can remove the apps from your website.

If you want to delete the lists created by the add-in, please delete all items from these lists before uninstalling the add-in. If all lists are empty, the lists, content types and columns created by the add-in will also be removed during uninstall.

To uninstall both add-ins, open site contents and remove both add-ins (SharePoint|sapiens Employee Training Management and SharePoint|sapiens Modern User Interface).

Also open the app catalog site and delete both add-ins (SharePoint.Sapiens.ETM.app and sapiens.at.sharepoint.modernui.sppkg) in the library ‘Apps for SharePoint’.