We look forward to partnering with you on your journey toward Digital Transformation!Thank you for choosing SP Marketplace to take your organization to the next level of collaboration and productivity with a Digital Workplace on Office 365. Since 2012 we have partnered with hundreds of customers to deliver a successful deployment of our products using a well defined process. This page takes you through the steps of that process and provides links to key resources you may need.
Once again, we appreciate your business and look forward to working with you. Darrell Trimble CEO |
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How to prepare for Product Installation/Deployment
SP Marketplace products run on a standard SharePoint environment The following apps are required/recommended.
In preparation for the installation process you will need to review the following system prerequisites information. These are settings we expect to have in place on your SharePoint Online environment.
- For SharePoint Online you will need the following licenses:
- Office 365 Business, E1-E5, or corresponding G levels w/Outlook
- Power BI Pro (if wanting to use the product dashboards)
- Power Automate Per-User License, only one license applied to the Service/Install account is needed.
(optional but highly recommended to keep back-end flows from being disabled by Microsoft)
In preparation for the installation process you will need to review the following system prerequisites information. These are settings we expect to have in place on your SharePoint Online environment.
As outlined in the above documents you will need to:
- Provide SPMP access to your SharePoint environment with a specific user ID - example: SPServices@"yourdomain".com
- This service account will require the following roles:
- Global Administrator – Requested requirement for installation if lacking IT staff and/or O365 administration and to eliminate any potential installation issues and authentications.
- SharePoint Administrator – Minimum requirement for installation, and highly recommended for post-installation support. Requires customer to run a PowerShell script and authentication process prior to SP Marketplace installation of product. (Download the "NEW PnP PowerShell Instructions" using the above link)
- Recommended: Exchange Admin and PBI Admin. to allow us to install our SharePoint products, deploy Power Automate process Flows, and setup Power BI.
- NOTE: if having these roles enabled presents a challenge for your organization, please let us know as soon as possible
- Create/set a complex password on the service account.
- Turn off Multi-Factor Authentication (MFA) during our installation and QC processes, if applicable.
- If your domain enforces Conditional Access Policies, please allow the Service Account ID access rights including MFA exemptions.
- Appoint a staff member to be the SP Marketplace Application Administrator - preferably an IT staff member or business Power User. This will be our primary contact during installation.
- NOTE: If you've ordered our Intranet package we request that the Global Administrator role be applied on the service account during the installation process only for SPMP to fully provision and perform our QC. Once installation is complete, the Global Admin role can be removed. (if this is not possible, manual authentications and setup will be required after installation.
- If you are new to SharePoint we highly recommend upgrading to our Full Start Service or review our SharePoint Training Resources
Basic Product Deployment
Step 1 Product Registration - Complete ASAP to get the process started!
Reference your welcome email for your Account and Tracking numbers. We ask for contact information, SharePoint platform information and Admin Sign-on.
Step 2 Schedule Kick-Off Call
This is a 30-45 minute online MS TEAMS meeting to go over your Quick Start or Full Start process. This meeting is geared towards technical and product administrators and staff involved in the deployment project.
Step 3 Installation
Once we receive your specific Site Configuration information (using the below form) we will install the purchased product(s) on your SharePoint environment. The products are installed into a new site collection for each product. Each site are named with a default name for each product (example: SP Intranet = Intranet, Human Resources = SPHR, etc.) If you have a preferred or different name for your product, please include that information on the Site Configuration Form. NOTE: once the installation is complete, the Site URL cannot be changed.
Step 4 Product Tour & Overview (per product) - with Admin & Staff Users
This is a 45-60 minute online MS TEAMS meeting with your product specific Admin and Staff users (example: HR Staff or IT Staff). You will be contacted to schedule this session by an SP Marketplace Certified Trainer within one week of your product(s) installation and final QC.
Step 5 Product Setup & Configuration (per product) - with your Product Admin
This is a 45-60 minute online MS TEAMS meeting with your Product Admin person to guide them in how to configure the product for your organization. It includes populating users into permission groups and setting up various reference lists and fields. This meeting will be scheduled during the Product Tour & Overview meeting. In the meantime, download the Product Configuration Worksheets and if applicable, the Intranet Content Worksheet.
Basic Product Deployment is Complete!
Now you are ready to train your staff.
Or... if you purchased our Full Start package, click the button below to get started.
Optional Services
Go beyond basic product deployment with our extended Services
Full StartFull Start Deployment Service goes beyond Quick Start to lead your team through a full training and roll-out of your SP Marketplace Application.
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DIY Customizer AcademyAdvanced Training for your Power Users to Customize the products themselves. Includes SharePoint, Forms, and Process Flow training.
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Customization ServicesRequire customizations or changes to fit your requirements? Let our experts build it for you with our customization services.
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