CV TMS Installation Guide

1. Prerequisites

• Before deploying a SharePoint app solution, ensure the following:
  1. SharePoint Environment: SharePoint Online with AppCatalog support.
  2. App Catalog Site: Must be created and accessible.
  3. Admin Access: To deploy the solution at the tenant level, the user must have Global – Administrator or SharePoint Administrator permission.

2. CV TMS SPFX Webpart Installation Steps

• Access CV TMS on Microsoft AppSource

• Before starting the deployment, you can directly access the solution from Microsoft
  AppSource
  
• Marketplace: https://marketplace.microsoft.com/en-us/product/WA200010504?tab=Overview
• From here, click “Get it now” to initiate the app acquisition process.

• Follow the steps below to deploy and configure the CV TMS SharePoint solution in tenant or site
  collection app catalog.

• Step 1: Deploy Solution

• https://yourtenantname.sharepoint.com/sites/appcatalog/_layouts/15/tenantAppCatalog.aspx/manageApps
• or
• https://yourtenantname.sharepoint.com/sites/yoursitecollectionname%C3%82%C2%A0/AppCatalog/Forms/AllItems.aspx
  1. Go to tenant or site collection app catalog.
  2. Navigate to settings from the top-right corner.
  3. Click on Add an app
  4. Search the keyword “CV TMS” in the search bar and find it under the
     SharePoint Source section.
  5. Select CV TMS Product and click on Add to Apps site
  6. Pop-ups will appear. Select the checkbox (Only enable this app or enable this
     app and add it to all sites) and click on the Add button.
  7. A prompt will open for additional permissions approval from the global
     admin side.

• Step 2: Grant API Access using global admin rights

• Go to SharePoint Admin Center. (https://yourtenant-admin.sharepoint.com/)
  Navigate to Advanced -> API access from left side menu
• Search “User.Read” API Permission.
• If found in Pending requests, then select & approve.

• Step 3: Add application to SharePoint site

• Note: Skip Step 3 if you checked (“Make this solution available to all sites”) checkbox from
  step 1.
  1. Go to the  arget Site Collection.
  2. Navigate to Site Contents. In the top-left ribbon, click the New button, then
     select App.
  3. Selectthe app from the ‘Apps You Can Add’ section.
  4. Click ‘Add’to installthe app

• Step 4: Configure CV TMS Web part

• Steps to Create Site Page & deploy webpart
  1. Go to site content >new >page
  2. Add full-width section or desired section
  3. Search & add ‘CV TMS’ webpart (Wait for the setup to be complete)
  4. Add configuration set up from settings tab
  5. Check & test all features
  6. Publish the page

2. CV TMS Purchase Subscription

• To use CV TMS SPFX webpart without any interruptions, please purchase aCV TMS
  subscription from Microsoft AppSource.

• Step 1: Access CV TMS on AppSource

• Go to Microsoft AppSource Marketplace
• SearchCV TMS under SaaS Products or open the link below for direct access.
• https://marketplace.microsoft.com/enus/product/codevisiontechnologiesprivatelimited1613132641660.cvtms>
• Click on “Get it now”
  

• Step 2: Select Billing Country

• You will be redirected to the purchase page
• Select your Billing Country/Region from the dropdown
• Note: This cannot be changed later
• Accept the terms and click Next
  

• Step 3: Choose Subscription Plan

• Select your preferred plan:
  1. Monthly
  2. Yearly
• Click Next
  

• Step 4: Review Pricing & Billing

• Verify pricing details and billing summar
• Click Next
  

• Step 5: Add Payment Details

• Enter payment information
• Click Save
  

• Step 6: Complete Purchase

• Click Place Order
• After successful payment, you will be redirect to our landing page to activate
  your subscription. Once subscription activated you will be seeing a confirmation
  message
• You can now access full CV TMS features without any interruptions.

4. CV TMS Automate – Installation & Configuration Steps

• CV TMS Automate enables notification features such as missing timesheetreminders to employee & daily team report to manager using Microsoft Power Automate.

• Step 1: Install Power Automate Solution

• Go to Power Automate https://make.powerautomate.com
• Sign in with your Microsoft account
• Select the correct Environment (same as SharePoint)
  
• Navigate to Solutions from the left menu
• Click on Open App Source
• Search For CV TMS Automate or directly access with this URL :https://marketplace.microsoft.com/en-us/product/dynamics-365/codevisiontechnologiesprivatelimited1613132641660.cvtmsautomate?tab=Overview
  
• Click On Get it Now Button
  
• Select an environment, check the box, and then click Install
  

• Step 2: Set up Solution and Environment variable

• Open Power Automate or click on this link: https://make.powerautomate.com
• Select the same environment where you installed CV TMS Automate
• In Left menu Select Solution
• Find CV TMS Pro
  
• Click on Update Environment variable
  
• Configure required connections:
  1. SharePoint
  2. Outlook (Office 365)
• Sign in and authorize all connections
  
• Set up the environment variables by selecting the appropriate values from the
  dropdown, then click Save and Close.
  

• Step 3: Enable Flows

• Go to Cloud Flows inside the solution
• Open each flow
• Click Turn On
• Ensure all flows are enabled successfully
• Flow will be triggered on daily basis as per scheduled time
• Test the Notification feature
• Your system is now fully configured to receive all alerts and notifications

5. Upgrade the CV TMS SharePoint App

• Open the tenant or site-collection App Catalog using one of the following URLs:
• https://[yourtenant].sharepoint.com/sites/appcatalog/_layouts/15/tenantAppCatalog.aspx/manageApps
• Or
• https://[yourtenant].sharepoint.com/sites/[yoursitecollection]/AppCatalog/Forms/AllItems.aspx
• Go to classic experience (skip this if already open classic experience)
• Search “CV TMS” & Select from grid
• Click on files from top header menu.
  
• Click Upgrade Store App options from App (If any upgrade version available it will enable)
• Wait for upgrading process.
• Once done deploy option will be visible. Review any pending additional API permission approval. (Refer step 2 from CV TMS SPFX Webpart Installation Steps – Step 1: Deploy Solution )
• Click on deploy. It will redirect back to app catalog once process done
• Go to site page where webpart installed & check upgraded feature.