LMS 365 Learning Module Builder Add-in Installation Guide VERSION x

Transcription

1 LMS 365 Learning Module Builder Add-in Installation Guide VERSION x

2 Contents 1. OVERVIEW AND SOFTWARE REQUIREMENTS AUDIENCE ABOUT THE ADD-IN SERVER SOFTWARE REQUIREMENTS: CLIENT REQUIREMENTS: INSTALLING THE ADD-IN INSTALLING THE ADD-IN PART SETTING THE ADMINISTRATOR PERMISSIONS ADDING AZURE AD GROUPS LICENSE INFORMATION TRIAL LICENSE ACTIVATE A LICENSE UPDATE UNINSTALL

3 1. Overview and Software Requirements 1.1 Audience This guide has been written for the System Administrator to install the Learning Module Builder Add-in and Add-in Parts and create a fully working solution including uploading the Learning Module Builder Add-in. For detailed information about configuring the Settings please consult the User Guide. 1.2 About the Add-in The LMS 365 Learning Module Builder Add-in has been developed to run on Office 365 SharePoint Online Team Sites. It is not supported on SharePoint 2013 On Premise. For On Premise solutions please contact us. The LMS 365 Learning Module Builder Add-in is a part of the LMS 365 suite of Learning Add-ins. 1.3 Server software requirements: The Add-in has been developed to run within the Microsoft Office 365 SharePoint Online environment. 1.4 Client requirements: A supported browser such as Internet Explorer 10 onwards. Recent versions of Chrome and Firefox are also supported. Please note that the Add-in cannot be installed on My Sites. 3

4 2. Installing the Add-in NOTE: For the installation of the Add-in the user must has Site Collection Administrator rights. To install the add-in click Settings icon and select Add an App from the Menu as illustrated: Enter Learning Module Builder in the Search Field and click Search: 4

5 The Search Result will tell you it has found results in the SharePoint Store as shown in the next illustration: Click the results link and you will be presented with the following screen: Click the Learning Module Builder Add-in Icon. You will be presented with the following screen from where you can add the Add-in to your Site: Please note that the Add-in cannot be installed on My Sites. 5

6 You will be asked to confirm that you wish to add the add-in. Click Continue to confirm: When you get the confirmation page you can click Return to site: You must click Trust it to enable the Add-in to function properly: 6

7 You will now see the Add-in installed on your Team Site: 7

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9 3. Installing the Add-in Part The LMS 365 Learning Module Builder Add-in comes with an Add-in Part. The Add-in Part will provide the UI for users to see the Learning Modules and they will be able to complete them. To add the Add-in Part you must Edit the Page: Once in Edit Mode click the Insert Tab followed by App Part: Insert your Cursor in the location you wish to insert the Add-in Part, select My Learning Modules and click Add: 9

10 The Add-in Part has now been inserted in the Page. Click Save icon in the Menu to save the Page: The Page will now be saved. To create a new Learning Module, click the Add / Edit / Manage link and select Learning Modules: Alternatively you can click the add-in name under Site Contents. 10

11 4. Setting the Administrator permissions To be allowed access to the Back-end Administration you have to be a member of the Site Owners Groups. If you are not you get the following error message: The name of your group will differ from the one on the image above. To add yourself to the Site Owners Group, do the following: 1. Go to Site Settings: 2. Click People and groups: 11

12 3. Select the Site Owners Group from the left menu and click Site Owners Group followed by New and Add Users: 4. Add the user(s) you want to be able to administer the LMS 365 Learning Module Builder Add-in and click Share to confirm their invitation or cancel to discard your actions: By default an invitation will be sent to the user(s). To disable this function click Show Options and uncheck Send an invitation box. 12

13 5. Adding Azure AD Groups SharePoint Online allows adding Azure AD Group principals as site members. This great ability helps a lot, but there is no out of the box ability to get members of the Azure AD groups. It means that your Azure AD should be configured to trust our add-ins to be able to read members of Azure AD groups. To give the add-in permissions to read users data you need to run a powershell script as described in LMS 365 Installation Guide. Running the script requires Tenant Administrator rights. 13

14 6. License Information 6.1. Trial License The Free Add-in comes with a 30 day trial license included and the number of users unlimited. There is no need to obtain a license during the trial period. To get access to the license information, go to the Administration Back-end and click License Information tile: To activate the Trial license, fill in the form and click Activate: You do not need to enter License Key to activate a Trial license. Upon successful License activation a confirmation page will be displayed: 14

15 To check the status of the license click License Information tile: 15

16 6.2. Activate a License If you have received a License Key from ELEARNINGFORCE you can add this in the License Key field and click Activate button: Upon successful License activation a confirmation page will be displayed: 16

17 To check the status of the license click License Information tile. License information will be displayed: Start date shows start date of your license. End Date shows end date of your license. Max number of users shows maximum number of users allowed by your license. Current number of users shows current number of users (Learner group members in courses, Visitor group members in usual sites are counted. Only unique users are counted across each site where Add-in is added). License key shows last symbols of your license key. A License Error will appear within the Learning Module Builder Add-in Part when: - Trial expired: 17

18 - License has expired: - Or has exceeded the maximum number of users: 18

19 7. Update The update of the Learning Module Builder Add-in is taken care of automatically via the Office Market Place. Within 24 hours after a new version has been released, a notification that an update is available will appear on Site Contents page. A link is provided to immediately install the update. The update is installed without first uninstalling the earlier version. The update infrastructure tests the update installation and rolls it back if there are any errors. For more information you can go to 19

20 8. Uninstall Users who are members of Owners group can uninstall the Add-in. To uninstall the Learning Module Builder Add-in from your SharePoint, do the following: 1. Go to Settings > Site Contents; 2. Open the Add-in settings and select Remove: 3. Confirm the uninstall: The Add-in will be deleted from the site. The Add-in Part My Learning Modules will be deleted from all pages, to which it had beed added. All information about your Learning Modules and attempts will be stored and will become available after next installation of the Add-in. All Attachments uploaded to the Addin will be removed, and will not be restored after next installation. 20