Office 365 installation

Contact us at support@kanbozone.com to receive most recent KanBo installation package.


Prerequisites

  1. KanBo installation package and KanBo.app.
  2. Office 365 Enterprise E1 environment (or a higher version) and administrator access to it.
  3. Administrator access to Azure portal.
  4. One SQL Database on Basic: 5 DTU, 2 GB pricing tier created manually for the initial installation process (will be removed after the installation).

(Important information - These three databases will be created automatically and charged on Azure during the final steps of installation process, hovewer you can change KanBo Content database pricing tier to recommended version for a certain number of KanBo users. See the details about recommended pricing tiers for databases in Configuring KanBo Content Database on Azure part of installation).


Creating the hosting site

Creating a Web App

First of all, we need to start with creating a new Web App on your Azure. It will be used to host the application.

Go to your Azure management page, click on +New and search for Web App.

Full KanBo installation on Office 365 SharePoint Azure Microsoft


Choose a Web App.

Full KanBo installation on Office 365 SharePoint Azure Microsoft


Click on "Create button".

Full KanBo installation on Office 365 SharePoint Azure Microsoft


Provide the name url of your site, in our case it will be "kanboinstallation".

Choose your Subscribtion, Resource Group (create new and name it "Kanbo") and choose the App Service plan/location.



Configuring the newly Web App

After the page has been created, we need to change some settings. Click on Web Apps icon on the left pane and search for your application. Click on your page to navigate to its options.


After the page has loaded, scroll the menu down and click on the "Application settings". You will see the configuration screen, find the Web Sockets option and turn it on. Save your changes.


Registering the app within the Site Collection

Go to the site collection where you want to install KanBo and navigate to the following URL: {YourSiteCollectionURL}/_layouts/15/appregnew.aspx .

After navigating to the site click on both "Generate" buttons.

In the title field enter "KanBo".

App domain should be the domain of the site you we have created on Azure – in this example it is: kanboinstallation.azurewebsites.com .

The Redirect Uri should be the site address with the HTTPS prefix + /pages/default.aspx. In our case it will be https://kanboinstallation.azurewebsites.com/pages/default.aspx.


After clicking "ok", you will be presented with the following page:


It is very important to save this information for later. Please copy all the data into a Notepad or any other text editor and save it.


Configuring the web.config file

Providing the ClientId and ClientSecret

Download the most recent KanBo installation package (contact us at support@kanbozone.com to receive it).

Extract the KanBo Package.zip and open the web.config file provided in it.

After opening it, insert values of ClientId and ClientSecret into appropriate places:



Moreover, remove entire section dedicated on premise installation

<!-- <on premise> -->    
<add key="ClientSigningCertificatePath" value="{CERTIFICATEPATH}" />
<add key="ClientSigningCertificatePassword" value="{CERTIFICATEPASSWORD}" />
<add key="IssuerId" value="{ISSUERID}" />
<!-- </on premise> -->

Save your changes.


Creating an SQL database

Enter link https://portal.azure.com/#create/Microsoft.SQLDatabase to create an SQL Database.


The new database is only temporary as it is needed only to configure DB connectivity in the further steps of the installation. In the last step of the installation procedure we will ask you to delete it - it will not be used.

You can name it "kanboinstallation_db" or use any other name. Please set the pricing tier to "Basic: 5 DTU, 2 GB", collation to SQL_Latin1_General_CP1_CI_AS and leave all other parameters as they are.

Click on Create to save your database.


Configuring the DB connectivity

Use the Azure portal to obtain the connection string necessary for your Web App to connect with Azure SQL Database:


Click on SQL Databases icon and then, search for your temporary database.


Click on your database, then click Show database connection strings.


If you are going to use ADO.NET connection library, copy the string of ADO.NET.



Go to the web.config file where we have previously entered the ClientId and ClientSecret. Search for connection strings section.



Paste the connection string there in the place of an old string. Please modify added connection string - add your user ID and password (use server admin's credentials).

Save the changes.



There are two important things:


a) Put "MultipleActiveResultSets=True" at the end of each connection string.



b) Change both Database parameters so they are unique for the chosen database and also have the different names.(the name can't be the same as the name of the database we've created for the Azure site).

Add Instances in the database's name in following string:

<add name="KanBoSqlConnectionString" connectionString="Server=tcp:kanboinstallation.database.windows.net,1433;Initial Catalog=kanboinstallationInstances_db;Persist Security Info=False;User ID=xxx;Password=xxx;MultipleActiveResultSets=True;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;" providerName="System.Data.SqlClient" />


Add Profiles in the database's name in following string:

<add name="KanBoProfilesConnectionString" connectionString="Server=tcp:kanboinstallation.database.windows.net,1433;Initial Catalog=kanboinstallationProfiles_db;Persist Security Info=False;User ID=xxx;Password=xxx;MultipleActiveResultSets=True;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;" providerName="System.Data.SqlClient" />


See example:



Now you can delete the previously created temporary database (in our scenario it will be "kanboinstallation_db").



Uploading the KanBo installation package

You can do it in two different ways.


Option 1 - Use FTP

After all changes to the web.config have been made, save the file and upload the whole content of the .rar to the {yourAzureFTPRootFolder}/site/wwwroot/. ATTENTION: DO NOT DELETE EXISTING SITE STRUCTURE!

Full KanBo installation on Office 365 SharePoint Azure Microsoft


Option 2 - Use KUDU service

Navigate to your Azure website KUDU service (add .scm just before azurewebsites.net e.g https://kanbo-online-kanbo.scm.azurewebsites.net, then select Debug console -> PowerShell).

Then enter site folder -> wwwroot.


Pack all your files into a .zip file (but please don't add the folder!)


Now drag and drop your .zip archive into left upper part of KUDU service.


Modifying the KanBo.app file

Download the KanBo.app. 


First of all change the extension of the KanBo.app to .zip so that it is KanBo.zip. When it is done, open the .zip file(do not extract it!) and open AppManifest.xml. It should be opened in a new window of a text editor (f. ex. Notepad, Wordpad).



Change the following in the AppManifest.xml:

  1. The <StartPage> section: change every single address so that it points to your site where KanBo is hosted, HTTPS is important. Replace url.placeholder with adres of your KanBo IIS.
  2. <RemoteWebApplication> section, change the ClientIdPlaceholder, so that it is the same as the ID you’ve previously generated while registering the app in SharePoint.


After the changes have been made, save the file, allow the .zip file to update, and change the file extension back to .app so that it is KanBo.app again.


Uploading the KanBo.app

When you are done with changes in the KanBo.app file you can upload it to the App Catalog. Navigate to your app catalog, choose Apps for SharePoint, upload the KanBo.app file there. (See more here).


In the app catalog, navigate to the "Distribute apps for SharePoint" and upload there our freshly modified KanBo.app file:


Do not install KanBo in AppCatalog! Please do it on the Site Collection.


Adding the KanBo App to your Site Collection

Do not use system account! Use tenant admin account instead-http://www.codeproject.com/Articles/808291/Sorry-only-tenant-administrators-can-add-or-give-a

Navigate to the site collection, click on add an app:


Find KanBo on the list of the apps you can add and click on it to install it.


You will have to click on "Trust" when asked if you trust the app. After a couple of seconds you should see the app installed and ready to use. Before navigating to the app please click on the app details to be sure that no errors occurred during the installation process.If no errors occurred you can click on the app to navigate to it.


You might find yourself not able to add this app.


To solve this issue, simply click Find out why link. After you enter the next site, please click Request Approval link.



Simply send it by pressing Request. You don't need to type any text into white area.



At https://YOURNAME.sharepoint.com/sites/appcatalog/AppRequests/ActiveRequests.aspx you might find your pending request for KanBo app approval. Approve it to move forward.




Go to your Site collection -> Settings -> Add an app.

Click on KanBo app tile.

After clicking Trust it button or solving App Request problem and then clicking Trust It button, KanBo app will be added to your Site Collection. It takes 10-30 seconds depending on the current load of Office 365.




Once the KanBo App has been added, you can proceed with the initial run of KanBo.

Move to your Site collection page and click on KanBo in the left pane to open it.




First run

Creating the databases

On the first run of the KanBo app the databases will be created.


You will be directed to the KanBo Setup page. Choose the Automatic Setup option.

Full KanBo installation on Office 365 SharePoint Azure Microsoft

After clicking on the Automatic Setup option, installation of KanBo Setup will proceed. Wait a couple of seconds until it is finished.

Full KanBo installation on Office 365 SharePoint Azure Microsoft


When the process succeeds you'll be presented with the following communicate (in the screen below in Obtaining the licence key part).


Obtaining the licence key

You will get the following communicate.In order to obtain the licence key you will need to send us your KanBo.

The selected string is essential for the license key creation process. Please send the KanBo ID to people@kanbosales.com so a license key can be generated and send to you.


After obtaining the key you have to paste it into the web.config file. To achieve that, please follow these steps:


Go to KUDU service (https://YOURNAME.scm.azurewebsites.net). Please navigate to: Debug console -> Powershell -> site ->wwwroot and open the webconfig file.



Enter the webconfig and paste the license key in the following place.


After updating the pasting the KanBoLicenseKey save the web.config.


Running the app

Navigate to the site collection where you've installed the KanBo app and click on it to initiate the first run after entering the licence key:



You will be directed to the KanBo Setup page. Choose the Automatic Setup option.

Full KanBo installation on Office 365 SharePoint Azure Microsoft


After clicking on the Automatic Setup option, installation of KanBo Setup will proceed. Wait a couple of seconds until it is finished.

Full KanBo installation on Office 365 SharePoint Azure Microsoft



Click on Go back. You will be redirected to your KanBo Landing Page.

Full KanBo installation on Office 365 SharePoint Azure Microsoft


Your KanBo has been successfully installed.



Adding users

After installing KanBo, only the user who has installed it obtains access to the app. In order to allow others to use KanBo they need to be added.


Configure email notifications

Follow http://community.kanbozone.com/topics/76-setting-up-kanbo-email-notifications-on-azure/ to configure email notificatons


Configuring KanBo Content Database on Azure

As soon as your KanBo is installed, please delete your temporary SQL database (in this scenario "kanboinstallation_db"). When it is deleted from Azure, we recommend you to purchase a more advanced Pricing Tier for KanBo Content Database.

You can purchase a new pricing plan in the settings of your SQL Database in Azure. Read more about upgrading pricing tiers here.

A change will be necessary for a good performance of KanBo Content Database which has been created during the Setup installation.

You can see dependencies on the table below:


Number of users on your KanBo instance Recommended Pricing Tier for KanBo Content Database
20+ users S0
50+ users S1
100+ users S2

Please keep in mind that you need to change the Pricing Tier only for KanBo Content database, not for Instances and Profiles databases.


Possible mistakes

  • Be sure that every single address you've provided in the configuration was https and NOT http address.
  • If errors occur please check if the ClientId and ClientSecret are properly provided - many copy paste errors like spaces in the beginning or the end of these strings
  • If you haven't copied the ClientId direct from browser check if the "-" signs are correctly encoded (the best solution is to delete them and then put back again).
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