AvePoint Meetings for SharePoint On-Premises. Installation and Configuration Guide

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1 AvePoint Meetings for SharePoint On-Premises Installation and Configuration Guide Issued August 2015

2 Table of Contents About AvePoint Meetings for SharePoint... 4 System Requirements System Requirements for Installation: Hardware Requirements... 5 System Requirements for AvePoint Meetings App Package Installation... 5 System Requirement for AvePoint Platform Service Installation... 5 System Requirement for AvePoint Meetings Website Installation... 6 Software Requirements... 7 Supported SharePoint Versions... 7 Permissions... 7 Processors... 8 Supported Browsers... 8 Server Communication... 8 AvePoint Meetings Outlook Plug-In Requirements... 9 Installing Visual Studio Pre-Installation Checklist Preparing the Environment to Host Starting SharePoint Service Applications and Instances Setting up an App Catalog Verifying App Domain and App Prefix Configuration Configuring ADFS Authentication for Preparing the ADFS Environment for AvePoint Meetings for SharePoint Configuring ADFS Authentication for AvePoint Meetings for SharePoint Configuring User Profile Synchronization Configure an ADFS Relying Party Trust Adding the Token-signing Certificate as a Trusted Certificate Export the Token-signing Certificate from ADFS server Adding the Exported Certificate as a Trusted Certificate Installing Running the AvePoint Meetings App Package Installation Wizard... 37

3 Running the AvePoint Platform Service Installation Wizard Running the AvePoint Meetings Website Installation Wizard Adding to a SharePoint Site Installing in a Network Load Balanced Cluster Installation Option A Installation Option B Adding a Host in DNS for Configuring AvePoint Meetings Website Load Balance Pre-requirements Installing the AvePoint Meetings Outlook Plug-In Activating the Installed AvePoint Meetings Outlook Plug-In Using AvePoint Meetings for SharePoint Applying an AvePoint Meetings for SharePoint License Updating Updating the AvePoint Meetings App Package Updating the AvePoint Platform Service Updating AvePoint Meetings Website Uninstalling Uninstalling the AvePoint Meetings Outlook Plug-In Notices and Copyright Information

4 About AvePoint Meetings for SharePoint AvePoint Meetings for SharePoint, an app for SharePoint 2013, brings order and efficiency to routine activities such as organizational meetings, note-taking, and task assignments. Use AvePoint Meetings for SharePoint to collaborate with one another in real-time before, during, and after meetings by: Creating single or recurring meetings Allowing meeting attendees to adjust and update meeting agendas as well as discussion topics Capturing meeting information and notes with multi-user support Tracking meeting minutes with full auditing, allowing for historical search capabilities Assigning, aggregating, and synchronizing tasks and actions Uploading, deleting, and downloading attachments Searching by meetings, agendas, actions, notes, decisions, and attachments Support for Advanced Search Tracking the roll call for meeting attendance Printing the meeting minutes Sharing meetings with others Exporting meeting minutes to a PDF file Managing the metadata Using agenda timer for timing 4

5 System Requirements Refer to the sections below for AvePoint Meetings for SharePoint on-premises hardware and software requirements. System Requirements for AvePoint Meetings for SharePoint On- Premises Installation: Hardware Requirements Refer to the following tables for the system requirements for each of the AvePoint Meetings for SharePoint on-premises components: System Requirements for AvePoint Meetings App Package Installation The following table identifies the system requirements for the AvePoint Meetings app package. Elements Operating System Number of CPU Cores Available Physical Memory Available Disk Space for Generated Temporary Files Available Disk Space for Installation Package.Net Framework Version.Net Framework Features PowerShell Version Requirements Windows Server 2008 R2 SP1, Windows Server 2012, Windows Server 2012 R2 Minimum: 2 cores Minimum: 512MB Recommended: 2GB Required: 32MB Required: 32MB.NET Framework 4.5 or above The following Windows features must be active and installed on the system: WCF Activation, HTTP Activation, and Non-HTTP Activation. PowerShell 2.0 or above System Requirement for AvePoint Platform Service Installation The following table identifies the system requirement for the AvePoint Platform service. Elements Operating System Number of CPU Cores Available Physical Memory Available Disk Space for Generated Temporary Files Requirements Windows Server 2008, Windows Server 2008 R2 SP1, Windows Server 2012, Windows Server 2012 R2 Minimum: 2 cores Minimum: 512MB Recommended: 2GB Required: 64MB 5

6 Elements Available Disk Space for Installation Package Available Disk Space for Physical Files.Net Framework Version.Net Framework Features Required Services: PowerShell Version Required: 64MB Required: 64MB Requirements.NET Framework 4.5 or above The following Windows features must be active and installed on the system: WCF Activation, HTTP Activation, and Non-HTTP Activation. Net.Tcp Port Sharing Service PowerShell 2.0 or above System Requirement for AvePoint Meetings Website Installation The following table identifies the system requirement for AvePoint Meetings website. Elements Operating System Number of CPU Cores Available Physical Memory Available Disk Space for Generated Temporary Files Available Disk Space for Installation Package Available Disk Space for Generated Physical Files.Net Framework Version.Net Framework Features Net.Tcp Port Sharing Service Windows Process Activation Service World Wide Web Publishing Service Web Server(IIS) Role Requirements Windows Server 2008, Windows Server 2008 R2 SP1, Windows Server 2012, Windows Server 2012 R2 Minimum: 2 cores Minimum: 512MB Recommended: 2GB Required: 128MB Required: 128MB Required: 128MB.NET Framework 4.5 or above The following Windows features must be active and installed on the system: WCF Activation, HTTP Activation, and Non-HTTP Activation. Net.Tcp Port Sharing Service is started. Windows Process Activation Service is started. World Wide Web Publishing Service is started. Windows features installed: Management Tools (IIS Management Console, IIS 6 Management Compatibility and IIS 6 Metabase Compatibility) World Wide Web Publishing Service and its following components IIS Service Version IIS Service Version 7.0 or 8.0 PowerShell Version PowerShell 2.0 or above 6

7 *Note: AvePoint Meetings for SharePoint can be added to an environment where DocAve is currently deployed without any restrictions. Software Requirements Refer to the sections below for the software requirements for AvePoint Meetings for SharePoint onpremises: Supported SharePoint Versions AvePoint Meetings for SharePoint on-premises supports the following SharePoint versions: SharePoint 2013 on-premises SharePoint 2013 SP1 on-premises *Note: AvePoint Meetings for SharePoint does not support SharePoint Foundation Permissions To install and use AvePoint Meetings for SharePoint on-premises properly, ensure that the following permission requirements are in place: *Note: Only the SharePoint users can run the AvePoint Meetings for SharePoint on-premises installation wizard mentioned below or add AvePoint Meetings for SharePoint on-premises to a SharePoint site. AvePoint Platform Service Installation Wizard The user running the AvePoint Platform Service Installation Wizard must be a member of the local Administrators group. The Platform Service Account (configured in the installation wizard) must be a member of the local Administrators group on the server that the Platform service is being installed on. AvePoint Meetings App Package Installation Wizard The user running the AvePoint Meetings App Package Installation Wizard must have the following permissions: A member of local Administrators group. A member of Farm Administrators group. db_owner database role in SharePoint Configuration database. db_owner database role in the content database of the Web application to which AvePoint Meetings for SharePoint on-premises will be added. At least Edit permission to the app catalog site to which AvePoint Meetings for SharePoint on-premises will be uploaded. 7

8 AvePoint Meetings Website Installation Wizard The user running the AvePoint Meetings Website Installation Wizard must be a member of local Administrators group. The application pool account of the AvePoint Meetings website must be a member of local Administrators group. Adding to a SharePoint Site The user adding AvePoint Meetings for SharePoint on-premises to a SharePoint site must have the following permissions: *Note: System accounts cannot add AvePoint Meetings for SharePoint on-premises to a SharePoint site. Processors A member of Farm Administrators group or local Administrators group. Has Full Control permission to the site to which you are about to add AvePoint Meetings for SharePoint on-premises. Has at least Read permission to the site app catalog site. AvePoint Meetings for SharePoint on-premises must be installed on a server with a dual-core processor (at a minimum). Supported Browsers AvePoint Meetings for SharePoint on-premises supports the following browsers and versions: Internet Explorer 9 or above *Note: Internet Explorer 9 does not support the uploading of multiple attachments at the same time. Mozilla Firefox Google Chrome m Server Communication Make sure the following servers can communicate with one another: If you are installing the AvePoint Meetings app package, AvePoint Meetings website, and the Platform service on different servers, make sure that all of the servers can communicate with one another. Communication is available between the SharePoint farm and the AvePoint Meetings website. Ensure that the Platform service port is available. The default port used by AvePoint Platform service is

9 AvePoint Meetings Outlook Plug-In Requirements The AvePoint Meetings Outlook Plug-In (available in AvePoint Meetings for SharePoint 3.1 and later) is an optional add-in for Microsoft Outlook that synchronizes meetings created in Microsoft Outlook to AvePoint Meetings for SharePoint online or AvePoint Meetings for SharePoint on-premises. For installation instructions, refer to Installing the AvePoint Meetings Outlook Plug-In. Every end-user computer using the AvePoint Meetings Outlook Plug-In must meet the following requirements: Microsoft Outlook 2010 or Microsoft Outlook 2013 is installed on the computer..net Framework Version 4.5 or above is installed on the computer that will host this add-in. The AvePoint_Outlook_Plugin.zip file or the setup.exe of the AvePoint _Meetings_Outlook_AutoUpdate_Plugin.zip has been downloaded and extracted to every end-user computer that will use this add-in. Visual Studio 2010 Tools for Office is downloaded and installed on the computers that will host the AvePoint Meetings Outlook Plug-in. Refer to Installing Visual Studio Installing Visual Studio 2010 To install Visual Studio 2010, follow the steps below. 1. Download the Visual Studio 2010 Tools for Office.exe file to the computer where you are about to install AvePoint Meetings Outlook Plug-in. Download the executable file from the following address: 2. Double-click the Visual Studio 2010 Tools for Office.exe file. The extraction process automatically starts. After it completes, the Microsoft Visual Studio Tools for Office Runtime 2010 Setup interface appears. 3. Select the I have read and accepted the license terms. checkbox and then click Install. The Installation Progress interface appears. 4. Click Finish when the installation completes. 9

10 Pre- Installation Checklist Ensure that the following items are in place before installing AvePoint Meetings for SharePoint: SharePoint 2013 on-premises is installed on the server that will contain this app. The SharePoint site that will host AvePoint Meetings for SharePoint is created. A User Profile Service Application is created. For more information, refer to the instructions provided here: The following.zip files have been downloaded and extracted to the servers where you want to deploy AvePoint Meetings for SharePoint: o AvePoint_Meetings_App_AppVersionNumber_SerialNumber.zip Download and extract this file to any SharePoint Web front-end server. o o AvePoint_Meetings_Platform_AppVersionNumber_SerialNumber.zip Download and extract this file to any Windows server. AvePoint_Meetings_Website_AppVersionNumber_SerialNumber.zip Download and extract this file to an IIS server that is in the same Active Directory domain as the Web front-end server in the first bullet above. *Note: The AvePoint Meetings app package must be installed in the same Active Directory domain as the AvePoint Meetings website. AvePoint recommends installing the Platform service in the same Active Directory domain as well. To configure ADFS authentication for AvePoint Meetings for SharePoint on-premises, ensure that the following are in place before installing AvePoint Meetings for SharePoint in addition to the items above. o o ADFS authentication is configured in your SharePoint 2013 environment and on the ADFS server. Both Windows authentication and the configured ADFS authentication (Trusted Identity provider) are used by the Web application where you are about to add AvePoint Meetings for SharePoint. 10

11 Preparing the Environment to Host AvePoint Meetings for SharePoint On-Premises Before installing AvePoint Meetings for SharePoint on-premises, the environment should be configured to host AvePoint Meetings for SharePoint. Refer to the instructions in the following sections on how to prepare your environment to host AvePoint Meetings for SharePoint. If your environment is already configured to host apps, skip directly to Verifying App Domain and App Prefix Configuration. *Note: If you have already installed SharePoint apps, these settings may already be configured. Starting SharePoint Service Applications and Instances Setting up an App Catalog Verifying App Domain and App Prefix Configuration 11

12 Starting SharePoint Service Applications and Instances If you have already used apps in your SharePoint 2013 on-premises environment, you can skip this section. *Note: The user who will be performing these steps must be an Active Directory domain user, a member of local Administrators group, a member of the SharePoint Farm Administrators group, with Full Control permission to the Web front-end server, and access to the Site Collection where you are deploying the app. First, perform the following steps to verify that the appropriate services are running: Navigate to Start > All Programs > Microsoft SharePoint 2013 Products > SharePoint 2013 Central Administration. Click Manage service applications under the Application Management heading. Figure 1: Clicking Manage service applications. In the Manage Service Applications page, verify that the following three service applications are created. App Management Service Application Subscription Settings Service Application User Profile Service Application Click System Settings on the left pane. Click Manage services on server under the Servers heading. In the Services on Server interface, verify that the following three service instances are Started. If they are not, click Start. 12

13 App Management Service Microsoft SharePoint Foundation Subscription Settings Service User Profile Service Application If these three service applications do not exist, refer to the following steps to create them through Windows PowerShell. Locate the ConfigServices.ps1 file in the ConfigurationScripts folder under the extracted AvePoint Meetings app package directory. Open this file using Notepad. Configure the SPManagedAccount nodes. Replace AccountName in $account = Get- SPManagedAccount "<AccountName>" with the username of the SharePoint Managed Account. Figure 2: Locate the $account = Get-SPManagedAccount "<AccountName>" node. *Note: You can find the SharePoint Managed Account name by navigating to SharePoint 2013 Central Administration > Security > Configure managed accounts. Save and close the modified file. Navigate to Start > All Programs > Microsoft SharePoint 2013 Products. 13

14 Right-click SharePoint 2013 Management Shell, and then select Run as administrator from the drop-down menu. Figure 3: The SharePoint 2013 Management Shell window pops up. Run & ConfigService.ps1 from the file directory in the SharePoint Management Shell to start the created services. For example, if the directory of the ConfigService.ps1 file is C:\Users\add\Meetings\AvePoint_Meetings_App\ConfigurationScripts\ConfigService.ps1, enter the following command: & C:\Users\add\Meetings\AvePoint_Meetings_App\ConfigurationScripts\ConfigService.ps1 And press Enter to run the script. For more information on how to configure an environment for apps for SharePoint 2013, refer to the instructions provided here: 14

15 Setting up an App Catalog An app catalog site is used to store apps. These apps can be installed on any site under the Web application where the app catalog site resides. Only the members of the Farm Administrators group can view and operate the app catalog site collection. Follow the steps below to configure SharePoint 2013 App catalog: Navigate to Start > All Programs > Microsoft SharePoint 2013 Products > SharePoint 2013 Central Administration. Click Manage App Catalog under the Apps heading. Figure 4: Clicking Manage App Catalog under the Apps heading. In the Manage App Catalog page, select the Web application where you are about to create the app catalog site. 15

16 Select Create a new app catalog site. Then, click OK. The Create App Catalog page appears. Figure 5: Selecting Create a new app catalog site. Configure the necessary settings for creating a new app catalog site. a. Enter a title for the App Catalog site in the Title text box. b. In the Description text box, enter the description for the site. c. In the URL text box, enter the URL to use for the site. d. In the User Name text box of the Primary Site Collection Administrator section, enter the user who will manage the catalog. *Note: Only one user name can be entered. Security groups are not supported. e. In the Users/Groups text box of the End Users section, enter the names of the users or groups that can browse the catalog. *Note: Added users or groups have read access to the App Catalog site. You can add multiple user names and security groups. Users must be added as End Users to be able to browse the App Catalog from their site collections. However, if users want to add the app to their sites, these users must be farm administrators by default. f. In the Select a quota template drop-down list, select the quota template to use for the site. g. Click OK to create the app catalog site. 16

17 Verifying App Domain and App Prefix Configuration Before installing AvePoint Meetings for SharePoint, the App domain and App prefix must be configured (if they were not configured previously). Complete the following steps to verify the App domain and App prefix: In the SharePoint 2013 server where you are about to install AvePoint Meetings for SharePoint, navigate to Start > All Programs > Microsoft SharePoint 2013 Products > SharePoint 2013 Central Administration. Click Apps on the left pane. Click Configure App URLs under the App Management heading. The Configure App URLs interface appears. Figure 6: The Configure App URLs interface appears. If the App domain and App prefix text boxes have values in them, then the App domain and App prefix are already configured. If the text boxes are empty, configure the App domain and App prefix following the instructions provided in the Configure the app URLs to use section of this article: 17

18 Configuring ADFS Authentication for AvePoint Meetings for SharePoint On-Premises Active Directory Federation Services (ADFS) authentication simplifies access to systems and applications using a claims-based access (CBA) authorization mechanism to maintain application security. ADFS authentication supports Web single-sign-on (SSO) technologies that help information technology organizations collaborate across organizational boundaries. Installed in the SharePoint 2013 onpremises environment with ADFS authentication configured, AvePoint Meetings for SharePoint can be accessed by users in the ADFS server domain (a domain that is separated from that of AvePoint Meetings for SharePoint). *Note: The properties of users who want to access AvePoint Meetings for SharePoint must be configured in the domain controller (the server where Active Directory Manager is installed). Preparing the ADFS Environment for AvePoint Meetings for SharePoint Before installing AvePoint Meetings for SharePoint on a SharePoint 2013 environment that has ADFS authentication configured, the environment should be properly configured. For details, refer to Preparing the Environment to Host and Configuring ADFS Authentication for AvePoint Meetings for SharePoint. *Note: If you have already installed SharePoint apps, proceed directly to Configuring ADFS Authentication for AvePoint Meetings for SharePoint. Configuring ADFS Authentication for AvePoint Meetings for SharePoint After getting the SharePoint 2013 environment ready for hosting AvePoint Meetings for SharePoint, refer to the sections below to configure the ADFS authentication in the environment for AvePoint Meetings for SharePoint. Configuring User Profile Synchronization If the users in the domain where the ADFS server resides want to access AvePoint Meetings for SharePoint in another domain, the properties of these users must be synchronized to the SharePoint 2013 environment that has AvePoint Meetings for SharePoint installed. *Note: To synchronize the properties of these users, the properties for these users must be properly configured in the domain controller of the domain where the ADFS server resides. 18

19 Refer to the sections below to synchronize the properties of the specific users to the SharePoint 2013 environment. Starting the User Profile Synchronization Service Complete the following steps to start the user profile synchronization service: 1. Navigate to Start > All Programs > Microsoft SharePoint 2013 Products > SharePoint 2013 Central Administration. 2. Click Manage service on server under the System Settings heading. Figure 7: Clicking Manage service on server under the System Settings heading. 3. In the Services on Server interface, locate the User Profile Synchronization Service and click Start. The User Profile Synchronization Service interface appears. 4. Select the user profile service you are about to synchronize data to from the Select the User Profile Service drop-down list. 5. Enter the password and the confirm password for the loaded service account. Click OK to start the User Profile Synchronization Service. *Note: The Forefront Identity Manager Service and Forefront Identity Manager Synchronization Service will be automatically started along with the user profile synchronization service, which may take at least 10 minutes. Please do not start these two services manually during the startup process. After starting the user profile synchronization service, execute the IISReset cmdlet to restart the IIS service. Configuring Synchronization Connections Complete the following steps to configure the synchronization connections: 1. Navigate to Application Management > Manage service application. In the SERVICE APPLCIATIONS interface, click the user profile service you selected in the User Profile Synchronization Service interface. The Manage Profile Service interface appears. 19

20 2. Click Configure Synchronization Connections in the Synchronization section. In the pop-up Synchronization Connection interface, click Create New Connection. Figure 8: Clicking Create New Connection. 3. In the Add new synchronization connection interface, configure the following settings: Connection Name Enter the connection name in the Connection Name field. Type Select Active Directory as the type of the source data to be synchronized. Connection Settings Complete the following settings in the Connection Settings field. o o o o Forest Name Enter the domain where the ADFS server resides, and then select Specify a domain controller. Domain controller name Enter the full computer name of the server where the domain controller of the entered domain resides. *Note: The domain controller must be added as a host in DNS Manager or the hosts file and the added host must direct to the server where the domain controller resides. For more instructions about how to add a host in DNS, refer to Adding a Host in DNS for. Authentication Provider type Select Trusted Claims Provider Authentication as the authentication provider type, and then select the employed trusted identity provider of the Web application where you are about to add AvePoint Meetings for SharePoint. Account name Enter the account name. *Note: The entered account must be a member of the Domain Admins group in the domain where the ADFS server resides. o o o Password Enter the corresponding password for the entered account. Confirm password Enter the password again. Port Keep the default value 389 for this setting. Containers Click Populate Containers and then the entered domain is loaded in the table. Expand the tree and select the users whose attribute you are about to synchronize, or the Organization Units these users reside from the tree. 20

21 *Note: Make sure that the property of the selected users are properly configured in the domain controller of the domain where the ADFS server resides. Figure 9: Selecting users or organization units from the domain tree. Click OK to create the configured connection. Mapping the User Profile Properties Complete the following steps to map the user profile properties: 1. Navigate to Application Management > Manage service application. In the SERVICE APPLCIATIONS interface, click the user profile service you selected to synchronize the source data to. The Manage Profile Service interface appears. Figure 10: The Manage Profile Service interface appears. 21

22 2. Click Manage User Properties in the People section. The Manage User Properties interface appears. Figure 11: The Manage User Properties interface appears. 3. Select the Claim User Identifier property and click Edit. The Edit User Profile Property interface appears. 4. In the Add New Mapping field, select the corresponding attribute from the Attribute dropdown list. This attribute must be the one the IdentifierClaim attribute is mapped to when you created the Trusted Identity Provider during your ADFS configuration process. 5. Click OK to save the configurations and go back to the Manage User Properties interface. 6. Select the Work property and click Edit. The Edit User Profile Property interface appears. 7. In the Property Mapping for Synchronization field, click Remove to delete the existing mapping. 8. In the Add New Mapping field, select mail from the Attribute drop-down list. 9. Click OK to save the configurations. 22

23 Starting the Profile Synchronization Complete the following steps to start the profile synchronization: 1. Navigate to Application Management > Manage service application. In the SERVICE APPLCIATIONS interface, click the selected user profile service where you are about to synchronize the source data. The Manage Profile Service interface appears. Figure 12: The Manage Profile Service interface appears. 2. Click Start Profile Synchronization in the Synchronization section. The Start Profile Synchronization interface appears. 3. Click Start Full Synchronization to start a full synchronization. 4. Click OK to start the synchronization and go back to the Manager User Profile interface. The synchronization information is displayed in the Manager User Profile interface. Refresh the page to view the synchronization progress. When the synchronization process finishes, the Profile Synchronization Status will be displayed as Idle. Figure 13: The Profile Synchronization Status is displayed as Idle. 23

24 Verifying the Profile Synchronization Complete the following steps to verify whether the user profiles are successfully synchronized to the specific user profile service. 1. Navigate to Application Management > Manage service application. In the SERVICE APPLCIATION interface, click the user profile service where you have synchronized the source data. The Manage Profile Service interface appears. Figure 14: The Manage Profile Service interface appears. 2. Click Manage User Profiles in the People section. The Manage User Profiles interface appears. Figure 15: The Manage User Profiles interface appears. 3. Enter one of the users whose user profiles you synchronized to the specific user profile service in the Find profiles text box and then click Find. Verify whether the address property of the entered user has the corresponding value in the search results. *Note: If you are about to synchronize properties of more users in the domain where the ADFS server resides, edit the created synchronization connection, select these users in the loaded domain tree and then run the profile synchronization again. For more information, refer to Configuring Synchronization Connections and Starting the Profile Synchronization. 24

25 Configure an ADFS Relying Party Trust Refer to the sections below to configure an ADFS relying party trust for AvePoint Meetings for SharePoint you are about to install. Adding a Relying Party Trust Complete the following steps to add a relying party trust: 1. Navigate to Start > All Programs > Administrative Tools > AD FS 2.0 Management. Figure 16: The AD FS 2.0 window pops up. 2. Expand the Trust Relationships node on the left pane and select the Relying Party Trusts node. 3. In the Actions pane, click Add Relying Party Trust and the Add Relying Party Trust Wizard appears. 4. In the Welcome interface, click Start to start this wizard. The Select Data Source interface appears. Click Enter data about the relying party manually, and then click Next. 25

26 5. In the Specify Display Name interface, enter the display name for the relying party. 6. Click Next and the Choose Profile interface appears. Select AD FS 2.0 profile as the configuration file for the relying party. Figure 17: Selecting AD FS 2.0 profile as the configuration file to the relying party. 7. Click Next to proceed to the Configure URL interface. 8. Click the Enable support for the WS-Federation Passive protocol checkbox. In the Relying Party WS-Federation Passive protocol URL text box, enter the Relying Party WS-Federation Passive protocol URL in the format of https://appredirecturl/pages/default.aspx/_trust. For example, https://avepointmeetings:20000/pages/default.aspx/_trust. *Note: The app redirect URL contains the hostname and the port for AvePoint Meetings for SharePoint you are about to install. For example, if you entered avepointmeetings:20000 as the app redirect URL, avepointmeetings will be the hostname and will be the port for AvePoint Meetings for SharePoint. The app redirect URL entered here will be employed when installing AvePoint Meetings app package. *Note: If the port number you are about to use for AvePoint Meetings for SharePoint is 443, which is the default port, you can either omit the port number in the text box and enter the Relying Party WS-Federation Passive protocol URL in the format of https://hostname/pages/default.aspx/_trust, or enter the Relying Party WS-Federation Passive protocol URL in the format of https://appredirecturl/pages/default.aspx/_trust without omitting the port number. 9. Click Next to proceed to the next step. 26

27 10. In the Configure Identifiers interface, enter the relying party trust identifier in the following format: aaa:bbb:ccc. For example, urn:sharepoint:contoso. Click Add. *Note: The relying party trust identifier name you entered here will be employed when installing the AvePoint Meetings website. 11. Click Next. The Choose Issuance Authorization Rules interface appears. Figure 18: The Choose Issuance Authorization Rules interface appears. 12. Click Permit all users to access this relying party. Click Next. 27

28 13. Click Next to proceed to Finish interface. Figure 19: The Finish interface appears. 14. Click Close to exist the Add Relying Party Trust Wizard and then the Edit Claim Rules interface pops up. To configure the claim rule, refer to Configuring the Claim Rule. Configuring the Claim Rule Complete the following steps to configure a claim rule for AvePoint Meetings for SharePoint you are about to install. 1. In the Issuance Transform Rules tab, click Add Rule. The Add Transform Claim Rule Wizard appears. 2. Complete the following settings to add a claim role: 28

29 In the Select Rule Template interface, select Send LDAP Attributes as Claims from the Claim rule template drop-down list. Click Next. Figure 20: Selecting Send LDAP Attributes as Claims. 29

30 In the Configure Rule interface, configure the following settings: Figure 21: The Configure Rule interface appears. o o o o Claim rule name Enter the claim rule name in the Claim rule name field. Attribute store Select Active Directory from the Attribute store drop-down list. Mapping of LDAP attributes to outgoing claim types Select -Addresses from the LDAP Attribute drop-down list and Outgoing Claim Type drop-down list respectively. 3. Click OK to save the configurations. Click Finish to exit this wizard and go back to the Edit Claim Rules interface. 30

31 Adding the Token-signing Certificate as a Trusted Certificate Before the specified users in the ADFS server domain access AvePoint Meetings for SharePoint in the SharePoint site, the token-signing certificate of ADFS server must be added as a trusted certificate to the server where the AvePoint Meetings website resides. Refer to the sections below for more information: Export the Token-signing Certificate from ADFS server Adding the Exported Certificate as a Trusted Certificate Export the Token-signing Certificate from ADFS server To add the token-signing certificate as a trusted certificate to another server, you must export this certificate from the ADFS server first. Complete the following steps to export the token-signing certificate: 1. Log into the server that has ADFS server installed. Navigate to Start > All Programs > Administrative Tools > AD FS 2.0 Management. Figure 22: The AD FS 2.0 window pops up. 31

32 2. On the left pane, expand the Service node and select the Certificates node. The Certificates pane appears. Figure 23: The Certificates pane appears. 3. Double-click the token-signing certificate under the Token-signing heading. The Certificate window pops up. 4. Under the Details tab, click Copy to File. The Certificate Export Wizard appears. Figure 24: Clicking Copy to File under the Details tab. 5. In the Welcome interface, click Next to proceed to the next step. 32

33 6. In the Export File Format interface, select DER encoded binary X.509 (.CER) as the file format of the certificate you are about to export. Figure 25: Selecting DER encoded binary X.509 (.CER) as the file format. 7. Click Next. The File to Export interface appears. 8. Click Browse to locate a folder to store the exported.cer certificate. In the pop-up Save as window, enter a name for this exported file. Click Save. 9. Click Next to proceed to next step. 10. In the Complete the Certificate Export Wizard interface, click Finish to exit this wizard. 33

34 Adding the Exported Certificate as a Trusted Certificate Complete the following steps to add the exported token-signing certificate as a trusted certificate to the server where you are about to install the AvePoint Meetings website, or that already has AvePoint Meetings website installed: 1. Log into the server where you are about to install the AvePoint Meetings website or that already has AvePoint Meetings website installed. 2. Copy the exported token-signing certificate to this server. 3. Click Start on the desktop and enter mms as the keyword to search for the mmc.exe file. 4. Right-click the searched out mmc.exe file and select Run as administrator. The Console Root interface appears. Figure 26: The Console Root interface appears. 34

35 5. Click File on the ribbon, and then select Add/Remove Snap-in from the drop-down menu. The Add or Remove Snap-ins interface appears. 6. Select Certificates from the Available snap-ins table and then click Add. The Certificates snap-in interface appears. Figure 27: Selecting Certificates from the Available snap-ins table. 7. Click Computer account and then click Next. 8. In the Select Computer interface, keep the default settings and then click Finish to go back to the Add or Remove Snap-in interface. 9. Click OK. The Certificates folder node appears on the left pane. 35

36 10. Expand the Certificates folder node to load its child nodes. Expand the Personal folder node. The Certificates folder node appears. Figure 28: The Certificates folder node appears. 11. Right-click the Certificates folder node that appears and then select All Tasks > Import from the drop-down menu. The Certificate Import Wizard appears. 12. On the Welcome interface, click Next. The File to Import interface appears. 13. Click Browse to upload the exported token-signing certificate that is copied to the current server. 14. Click Next. Keep the default settings to proceed to the Completing the Certificates Import Wizard interface. Click Finish to exit this wizard. 15. Expand the Trusted Root Certification Authorities folder node and right-click the Certificates folder node that appears. Repeat the steps above to import the exported token-signing certificate into the Certificates folder under the Trusted Root Certification Authorities folder. 36

37 Installing AvePoint Meetings for SharePoint On- Premises Before you begin with installation, ensure that you have met all of the prerequisites listed in AvePoint Meetings for SharePoint On-Premises System Requirements. The AvePoint Meetings app package must be installed in the same Active Directory domain as that of the AvePoint Meetings website. AvePoint recommends installing the Platform service in the same Active Directory domain as well. AvePoint Meetings for SharePoint installation consists of the following steps, which must be completed in order. Running the AvePoint Meetings App Package Installation Wizard Run this wizard on any SharePoint Web front-end server. Running the AvePoint Platform Service Installation Wizard Run this wizard on any Windows server. Running the AvePoint Meetings Website Installation Wizard Run this wizard on an IIS server that is in the same Active Directory domain as the Web frontend server in step 1 above. Adding to a SharePoint Site Installing the AvePoint Meetings Outlook Plug-In (an optional step) Install this add-in on end-user computers. Running the AvePoint Meetings App Package Installation Wizard This wizard generates a.cer certificate (which establishes trust between a SharePoint site and the AvePoint Meetings application website), verifies that all of the prerequisite services and service applications have been started, registers the AvePoint Meetings for SharePoint information in SharePoint, and uploads the AvePoint Meetings app package to the selected app catalog site. To use AvePoint Meetings App Package Installation Wizard, complete the following steps: Go to the directory where you extracted the AvePoint_Meetings_App_AppVersionNumber_ SerialNumber.zip file. Right-click the Setup.exe file and then select Run as administrator to run this wizard. 37

38 In the Welcome page, select Upload a new AvePoint Meetings app package in the Welcome page and click Next to proceed to the next step. Select the I accept the terms in the license agreement. checkbox, and then click Next. In the Certificate Configuration interface, you can choose to import an existing.pfx certificate, or create a new certificate. To import an existing.pfx certificate, select Import an Existing Certificate and then complete the following steps: Figure 29: Selecting Import an Existing Certificate in the Certificate Configuration interface. i. Click Browse to upload an existing.pfx certificate file. ii. In the popped up window, locate the.pfx certificate file, and then click Open to upload it. iii. Enter the password of the uploaded certificate file in the Password text box. 38

39 To create a new.pfx certificate, select Create a New Certificate. A pop-up window appears to inform you that AvePoint does not recommend you create a new certificate in the production environment for the security reasons. Click OK to create a new certificate anyway. Enter the password and the confirm password in the corresponding text boxes, and then click Next. Figure 30: Selecting Create a New Certificate in the Certificate Configuration interface. Click Browse to locate a folder to store the exported.cer certificate file, and then click OK. Click Next to proceed to the next step. In the App Catalog Site Configuration interface, select a Web application from the drop-down list. If the app catalog site already exists in the selected Web application, the URL of this site will be displayed in this page. Figure 31: The URL of the app catalog site is displayed in the App Catalog Site Configuration interface. 39

40 If the app catalog site does not exist in the selected Web application, click Create a new app catalog site. A pop-up window appears. Figure 32: Clicking Create a new app catalog site. i. Click the Manage App Catalog link in the pop-up window. The SharePoint Manage App Catalog interface appears. ii. Create an app catalog site for the selected Web application. For more information on how to create an app catalog site, refer to Setting up an App Catalog. iii. Return to the wizard, click Close to close the pop-up window. iv. Click Refresh. v. Select the previously selected Web application again. The newly created app catalog site is displayed on GUI. *Note: The AvePoint Meetings App Package Installation Wizard uploads the AvePoint Meetings app package to one app catalog site collection. You must run this wizard again if you want to upload the AvePoint Meetings app package to another app catalog site collection. Click Next to proceed to the next step. The wizard automatically starts checking whether or not the environment has met the prerequisites for installing AvePoint Meetings for SharePoint. For more information on how to 40

41 configure the SharePoint environment for hosting AvePoint Meetings for SharePoint, refer to Preparing the Environment to Host. Figure 33: Checking rules in the Service Authentication interface. After the check is finished, click Next to proceed to the next step. If you failed to scan the rules, make sure the environment meets the installation rules first, and then click Rescan to scan again. Specify the hostname and the port for AvePoint Meetings for SharePoint in the App Redirect URL text box following the format of Hostname:Port. For example: avepointmeetings: If the port number you are about to use is 443, do not enter port number in the text box. For example: avepointmeetings *Note: To configure ADFS authentication for AvePoint Meetings for SharePoint, in the App Redirect URL text box, enter the app redirect URL you configured for AvePoint Meetings for SharePoint when adding the relying party trust. For more information, refer to Adding a Relying Party Trust. *Note: The host must be added in DNS Manager or the hosts file and direct to the computer where AvePoint Meetings website you are about to install resides. The port specified here will be used as the port of the AvePoint Meetings website. Complete the following steps to add the host in the hosts file: a. Click Run from the Start menu. b. Enter drivers in the text box. c. Open the etc folder. 41

42 d. Open the hosts file using Notepad. e. Enter the IP address in the left pane, press Tab on the keyboard twice, and then enter the hostname in the right pane. f. Save the changes and close the hosts file. Click Next to proceed to the next step. In the Installation Summary interface, the configuration information is listed for you to make sure if anything you configured is incorrect. Click Next to proceed to the next step. Figure 34: The Installation Summary interface appears. The wizard automatically starts installing the AvePoint Meetings app package. During the installation, a pop-up window appears to confirm whether or not you want to restart IIS service. Click Restart Now to restart the IIS service immediately or click Restart Later to manually restart it later. In the Complete interface, click Copy to copy the Issuer ID. This will be used when adding AvePoint Meetings website. A report containing your app package configuration information will be generated automatically after the installation. Click the link in the Report Location field to navigate to the folder where this report resides. Click Finish to exit this wizard. 42

43 Running the AvePoint Platform Service Installation Wizard AvePoint Platform for App Service (abbreviated as Platform service) transfers data between AvePoint Meetings for SharePoint and SharePoint. Complete the following steps to install the Platform service: Go to the directory where you extracted the AvePoint_Meetings_Platform_AppVersionNumber_ SerialNumber.zip file. Right-click the Setup.exe file and then select Run as administrator to run this wizard. In the Welcome page, click Next to proceed to the next step. Select the I accept the terms in the license agreement. checkbox, and then click Next. In the Installation Location interface, click Browse to locate a place to install this service. Figure 35: Clicking Browse to locate a place to install this service. In the appeared pop-up window, select a folder and then click OK. Click Next to proceed to the next step. In the Service Configuration interface, configure the following settings: 43

44 Platform Service Account Configure the user you are about to use as the Log On As user of the Platform service by entering the username and password in the corresponding text boxes. Figure 36: Entering the username and password in the corresponding text boxes. *Note: The user specified as the Platform service account must be a member of the local Administrators group on the server where you are about to install the Platform service. Platform Service Port Enter the port that will be used by the Platform service. Authentication Select the authentication method to communicate between the AvePoint Platform service and AvePoint Meetings website. HTTPS is recommended and selected by default. o o HTTP Select HTTP as the authentication method to communicate between the AvePoint Platform service and AvePoint Meetings website. HTTPS Select HTTPS as the authentication method to communicate between the AvePoint Platform service and AvePoint Meetings website. Click Next to proceed to the next step. Certificate file (.pfx) Click Browse and select a certificate to set up a trusted connection between the AvePoint Platform service and AvePoint Meetings website. Password Enter the password of the certificate. 44

45 In the Installation Summary interface, the configuration information is listed for you to make sure if anything you configured is incorrect. Click Next to proceed to the next step. Figure 37: Your configuration information is listed on the Installation Summary interface. The wizard automatically starts installing the Platform service. A report containing your Platform service configuration information will be generated automatically after the installation and the report location listed in the Complete interface is where this report resides. Click the link in the Report Location field to navigate to the folder where this report resides. Click Finish to exit this wizard. Verify that the Platform service has installed successfully. a. In the server where the Platform service is installed, select Run from the Start menu. b. Enter services.msc in the text box. c. Click OK to open it. The Services interface appears. d. Locate the AvePoint Platform for App Service. If this service exists, then the service was successfully installed. 45

46 Running the AvePoint Meetings Website Installation Wizard Because AvePoint Meetings for SharePoint is a Provider-Hosted app, this wizard creates a stand-alone website during installation. Once the app is installed, a user can click the AvePoint Meetings icon in any SharePoint 2013 site where AvePoint Meetings for SharePoint is configured to be redirected to this website. Follow the steps below to run this wizard: Go to the directory where you extracted the AvePoint_Meetings_Website_AppVersionNumber_ SerialNumber.zip file. *Note: If you are about to install more websites on the Network load balance cluster for the AvePoint Meetings website load balance function, copy and extract the AvePoint_Meetings_Website_AppVersionNumber_SerialNumber.zip file to any SharePoint Web front-end server that resides in the Network load balance cluster and does not have AvePoint Meetings website installed. Right-click the Setup.exe file and then select Run as administrator to run this wizard. In the Welcome page, click Next to proceed to the next step. Select the I accept the terms in the license agreement. checkbox, then click Next. This wizard automatically starts scanning the installation rules. Figure 38: This wizard automatically starts scanning the installation rules. 46

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