Merge pull request #4 from OfficeDev/users/shuc/updatedoc

Change installation instruction from PDF to md
microsoftarchive · Jun 9, 2021 · fd98a8b · fd98a8b
2 parents 60af51b + 6e52a1f
commit fd98a8b
Show file tree

Hide file tree

Showing 27 changed files with 160 additions and 0 deletions.
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/01.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/01.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/02.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/02.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/03.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/03.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/04.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/04.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/05.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/05.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/06.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/06.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/07.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/07.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/08.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/08.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/09.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/09.jpeg
diff --git a/Documentation/Perspectives - Add as managed solution in Dataverse/10.jpeg b/Documentation/Perspectives - Add as managed solution in Dataverse/10.jpeg
diff --git a/...ed solution in Dataverse/Perspectives - Add as managed solution in Dataverse.md b/...ed solution in Dataverse/Perspectives - Add as managed solution in Dataverse.md
@@ -0,0 +1,61 @@
+# Import Perspectives as a managed solution into Dataverse environment 
+
+This document provides instructions on how to add the components of Perspectives app in a *Dataverse* or *Dataverse for Teams* environment as a managed solution.  
+
+
+## Contents 
+
+1. [Download the managed Solution file](#p1)
+1. [Import the solution in Dataverse for Teams](#p2)
+1. [Import Solution in Dataverse environment](#p3)
+---
+
+## Download the managed Solution file<a name="p1"></a>
+
+1. Browse to the Releases section of github repository 
+
+   ![](01.jpeg)
+
+1. Review the assets for latest release and download the ‘Perspectives\_DataverseSolution\_<Version>.zip’ file 
+
+   ![](02.jpeg)
+
+## Import the solution in Dataverse for Teams<a name="p2"></a>
+
+1. Open Teams. Go to the Power Apps app within Teams (Install the app from Teams app store if needed) 
+
+   ![](03.jpeg)
+
+1. Browse to the Teams team environment where you’d like to import the solution. Select See All. 
+
+   ![](04.jpeg)
+
+1. Click the “Import” button. 
+
+   ![](05.jpeg)
+
+1. Browse to the Dataverse Solution file downloaded in [Download the managed Solution file](#p1) step and click Next. 
+
+   ![](06.jpeg)
+
+1. Select the components you want to import (recommended you select all) and click on Import 
+
+   ![](07.jpeg)
+
+The import process will start in background.
+
+## Import Solution in Dataverse environment<a name="p3"></a>
+
+1. Go to make.powerapps.com. Select the environment you want to import the solution to. Go to Solutions section. Select Import.
+
+   ![](08.jpeg)
+
+1. Browse to the Dataverse Solution downloaded in [Download the managed Solution file](#p1) step. Click Next.
+
+   ![](09.jpeg)
+
+1. Click Import.
+
+   ![](10.jpeg)
+
+Solution import will begin in the background.
diff --git a/Documentation/Perspectives - Add as unmanaged solution in Dataverse.pdf b/Documentation/Perspectives - Add as unmanaged solution in Dataverse.pdf
diff --git a/Documentation/Perspectives - Install in Teams/01.jpg b/Documentation/Perspectives - Install in Teams/01.jpg
diff --git a/Documentation/Perspectives - Install in Teams/02.jpg b/Documentation/Perspectives - Install in Teams/02.jpg
diff --git a/Documentation/Perspectives - Install in Teams/03.jpg b/Documentation/Perspectives - Install in Teams/03.jpg
diff --git a/Documentation/Perspectives - Install in Teams/04.jpg b/Documentation/Perspectives - Install in Teams/04.jpg
diff --git a/Documentation/Perspectives - Install in Teams/05.jpg b/Documentation/Perspectives - Install in Teams/05.jpg
diff --git a/Documentation/Perspectives - Install in Teams/06.jpg b/Documentation/Perspectives - Install in Teams/06.jpg
diff --git a/Documentation/Perspectives - Install in Teams/07.jpg b/Documentation/Perspectives - Install in Teams/07.jpg
diff --git a/Documentation/Perspectives - Install in Teams/08.jpg b/Documentation/Perspectives - Install in Teams/08.jpg
diff --git a/Documentation/Perspectives - Install in Teams/09.jpg b/Documentation/Perspectives - Install in Teams/09.jpg
diff --git a/Documentation/Perspectives - Install in Teams/10.jpg b/Documentation/Perspectives - Install in Teams/10.jpg
diff --git a/Documentation/Perspectives - Install in Teams/11.jpg b/Documentation/Perspectives - Install in Teams/11.jpg
diff --git a/Documentation/Perspectives - Install in Teams/12.jpg b/Documentation/Perspectives - Install in Teams/12.jpg
diff --git a/Documentation/Perspectives - Install in Teams/13.jpg b/Documentation/Perspectives - Install in Teams/13.jpg
diff --git a/Documentation/Perspectives - Install in Teams/14.jpg b/Documentation/Perspectives - Install in Teams/14.jpg
diff --git a/Documentation/Perspectives - Install in Teams/Perspectives - Install in Teams.md b/Documentation/Perspectives - Install in Teams/Perspectives - Install in Teams.md
@@ -0,0 +1,99 @@
+# Install Perspectives in Teams
+
+This document provides instructions to install the Perspectives application in Teams.   
+
+
+## Contents 
+
+1. [Download the Teams Custom App File](#p1)
+1. [Install the Custom App in Teams](#p2)
+1. [Run and extend the app](#p3)
+1. [Known Issues](#p3)
+---
+
+## Download the Teams Custom App File<a name="p1"></a>
+
+1. Browse to the Releases section of github repository 
+
+   ![](01.jpg)
+
+1. Review the assets for latest release and download the ‘Perspectives_TeamsCustomApp_<Version>.zip’
+file
+
+   ![](02.jpg)
+
+## Install the Custom App in Teams<a name="p2"></a>
+
+1. Open Teams, go to app store. Click on upload a custom app. 
+
+   ![](03.jpg)
+
+   Note: ‘Upload a custom app’ option needs to be enabled by your Teams admin. Please contact your Teams admin if you do not see this option for you. You can learn more about uploading customer apps on Teams here: [Upload your custom app - Teams | Microsoft Docs](https://docs.microsoft.com/en-us/microsoftteams/platform/concepts/deploy-and-publish/apps-upload)
+
+1. Browse to the Teams Custom App zip file downloaded in step 1.2. You will be prompted with a dialog to select the team in which you would like to install the app. 
+
+   ![](04.jpg)
+
+1. Select the Teams team and channel where you want to install the app. Click on “Set up a tab” 
+
+   ![](05.jpg)
+
+   Note: Once installed, you can change the location of tabs within the team. You can also share the app with members in your organization outside the specific Teams team. It is best to select the Teams team where whose members include people who are likely to extend the app or administer the app.
+
+
+1. Click on Save to start the installation process. 
+
+   ![](06.jpg)
+
+   Note: The installation may take up to 2 – 3 minutes to complete. During the installation, you are getting a local copy of the database and the applications. The finished application is functional out of the box, but since you have the local copy and full access to source code, you can customize or extend the experience using Power Platform’s low-code development framework.
+
+   During installation, you will see the following screen. You can continue your work within Teams while the installation is being completed. Once complete, you will get an activity feed notification and an email notifying the completion of the installation process.
+
+   ![](07.jpg)
+
+## Run and extend the app<a name="p3"></a>
+
+Once installed, you can run the app within Teams by accessing the Boards tab in the channel where you installed the app. 
+
+You can find additional instructions on using the app here: https://aka.ms/TeamsBoardsDocs
+
+You can find instructions on how to customize or extend the app here: https://docs.microsoft.com/en-us/powerapps/teams/customize-sample-apps
+
+You can explore additional Power Apps template applications to be used within Teams here:
+
+
+## Known Issues<a name="p4"></a>
+
+   After installation, you may get a notification that the app installed successfully:
+
+   ![](08.jpg)
+
+   But you do not see the tab being added to the channel where you installed it.
+   Or you may see the following error at the end of the installation:
+
+   ![](09.jpg)
+
+   In either of these cases, you can validate if the app installed correctly by going to Power Apps personal
+   app, and checking for the presence of the app in “Installed Apps” section of the specific Teams team.
+
+   ![](10.jpg)
+
+   If you cannot locate the app here, you should retry installing.
+   If you can locate the app here, you have successfully installed the app and need to re-add the tab using the instructions below.
+
+   Go to the Teams team channel where you want to add the tab. Click on “+” icon on top to add a tab.
+
+   ![](11.jpg)
+
+   Search for and launch the “Power Apps” app.
+
+   ![](12.jpg)
+
+   The Power Apps will give options for all apps that can be tabbed. Look for the app you recently installed by searching for ‘Boards’.
+   You may see multiple versions of the app if you have installed it in multiple teams. Select the team inwhich you are pinning this app (in this example, the Boards app from “Test Team_05_19”) and click “Save”.
+
+   ![](13.jpg)
+
+   The tab should be successfully added to the Teams team channel.
+
+   ![](14.jpg)