M365 Application Installation Guide

This document describes the steps required to install and add the eShare M365 app to your organization’s M365 tenant. The application will be available in Teams, SharePoint, Outlook App for Windows/Web (commercial cloud only), and the M365 homepage (commercial cloud only). At a high level, the steps involved are:

• Install eShare M365 App in SharePoint App Catalog (SharePoint Store)

• Install eShare M365 App in SharePoint App Catalog (Custom Package)

• Install eShare M365 App in Teams Admin Console

• Install eShare M365 App to M365 Homepage and Outlook App

REQUIREMENT:

The Person performing these steps must have an administrator role assignment of SharePoint Administator and Teams Administator roles, or the Global Administator role in the destination M365 tenant.

Install eShare M365 App in SharePoint App Catalog (SharePoint Store)

1. Access the ‘SharePoint Admin Center’ (https://yourdomain-admin.sharepoint.com).

2. Navigate to the ‘More features’ page and select the ‘Open’ button under the ‘Apps’ category.

3. On the ‘Apps‘ page, select the ‘SharePoint Store’ button to access Microsoft SharePoint App Store.

4. In the top right corner of the SharePoint Store page, select the search bar, input ‘eShare Trusted Sharing’ and search.

5. Review the returned results, select the Application which says ‘eShare Trusted Sharing’ and has both the SharePoint and Teams icon.

CAUTION:

Be careful not to confuse it with the dedicated SharePoint app called ‘eShare Trusted Sharing for SharePoint’. The screenshot below illustrates both applications and indicates which one to select.

6. On the application catalog page, select the ‘Add to Apps site’ button to start installing the Application.

7. When prompted, select ‘Enable this app and add it to all sites’, ensure the checkbox for ‘Add to Teams’ is enabled, then select ‘Add’.

8. The next screen will inform that the application requires permission approval, select the ‘OK‘ button, and then browse back to the SharePoint Admin portal:
    

   

9. Expand the ‘Advanced‘ section, select ‘API access‘, then approve the Pending Permissions containing ‘eShare Trusted Sharing’ as the package. Once approved, the app install for SharePoint has been completed.

Install eShare M365 App in SharePoint App Catalog (Custom Package)

NOTE:

Please contact your eShare Customer Success Manager for the latest Commercial or Government Cloud M365 SharePoint Application Package.

10. Access the ‘SharePoint Admin Center’ (https://yourdomain-admin.sharepoint.us).

11. Navigate to the ‘More features’ page and select the ‘Open’ button under the ‘Apps’ category.

12. On the ‘Apps‘ page, select the ‘Upload’ button, then select and upload the eShare M365 App Custom .sspkg file from the location in which it is saved.

13. When prompted, select ‘Enable this app and add it to all sites’, ensure the checkbox for ‘Add to Teams’ is enabled, then select ‘Add’.

14. The next screen will inform that the application requires permission approval, select the ‘OK‘ button, and then browse back to the SharePoint Admin portal:
    

    

15. Expand the ‘Advanced‘ section, select ‘API access‘, then approve the Pending Permissions containing ‘eShare Trusted Sharing’ as the package. Once approved, the app install for SharePoint has been completed.

Install eShare M365 App in Teams

1. Navigate to the ‘Teams admin center’ (https://admin.teams.microsoft.com or https://admin.gov.teams.microsoft.us).

2. In the left navigation pane, expand the ‘Teams apps’ category and select ‘Manage apps’.

3. Select the search bar on the far right side of the page, type ‘eShare’ and initiate a search for the app.

4. Locate the app ‘eShare’ and select the button ‘Edit availability’.

5. Determine who the Teams Application should be made available and deployed to by selecting one of the options: ‘Everyone’, ‘Specific users or groups’, and ‘No one’.

NOTE:

This next part of the guide outlines the option for pinning the application to the Teams app bar for all users in your organization and is optional.

6. Next go to the ‘Setup Policies’ menu, select the policy deployed to your users (ex. Global Org-wide default policy), and click the ‘Edit’ button.

7. In the Setup Policy of your choosing, go to the ‘Installed apps’ section and select ‘Add apps’.

8. Search for ‘eShare’, select the app, then select the ‘Add’ button to add the app for all users in the setup policy.

9. Next, scroll down to find the ‘Pinned apps’ section, then select ‘Add apps’.

11. Search for ‘eShare’, select the app, then select the ‘Add’ button to pin the app for all users in the setup policy.

12. Determine where the App should be pinned in the App bar, then select ‘Save’.

13. A window will pop up mentioning the Changes will take time to take effect, acknowledge this and select ‘Confirm’.

When users navigate to Teams, they will now see the eShare app pinned in the Teams App bar and will be able to manage, access, and create Trusted Shares from the application page.

Install eShare M365 App in M365 Homepage and Outlook App

NOTE:

These steps will only work for M365 Commercial Cloud customers, M365 GCC High Cloud does not support Integrated apps for the M365 Homepage or Outlook App.

1. Navigate to the Microsoft 365 Admin Center portal (https://admin.microsoft.cloud).

2. On the left navigation panel under the ‘Settings’ category and select ‘Integrated apps’.

3. Select the ‘Available apps’ category, search for ‘eShare’ and select the app from the listing.

4. An App details page will appear on the right, proceed with selecting the ‘Deploy app’ button.

5. Within the ‘Deploy New App‘ wizard, select ‘Next’, then choose the scope of the users: ‘Just me’, ‘Entire Organization’, or ‘Specifc users/groups’.

6. On the ‘Accept permissions requests‘ page, select ‘Approve Permissions’ and then select ‘Next’.

7. Finally, review the deployment details and select the ‘Finish deployment’ button to complete the process. Users will now be able to access the eShare App directly on the M365 Homepage and the Outlook App for Windows and Web.