Asset & Inventory Management (AIM) App: Deployment Guide

This deployment guide is designed to help admins effectively deploy the Asset & Inventory Management (AIM) app to their environment. It provides step-by-step instructions and information about deploying the app in the environment.
Table of contents
1. Asset & Inventory Management (AIM) App
2. Pre-Requisites
3. Installation Instructions
• App Setup
• Need Assistance?

Asset & Inventory Management (AIM) App

The AIM App is designed to significantly improve your Organization’s operational efficiency. It accomplishes this by streamlining the maintenance and management of office assets. The app acts as a centralized repository, providing a comprehensive tracking system for all assets within the organization.

Pre-Requisites

Before diving into the development process, make sure you have all the necessary prerequisites ready.

Prerequisites and Permissions:

  • It is necessary at least to be a System Customizer (can only install the solutions in the same environment, where they're in that role.) to deploy the solution.
  • It is assumed that the user has a basic knowledge of Power Automate Flows and Power Apps.

Licensing:

  • A Microsoft Office 365 E3 license which includes Power Platform and all other Office 365 apps.
  • You will need a Power Apps 30-day trial to run the deployment flow. You can follow this link to get a Power Apps 30-day trial. This trial will let you use the premium connectors in the deployment flow. You will need this to run the deployment flow for the first-time setup.

In our solution, we have six connectors listed below:

  1. SharePoint Connector
  2. Microsoft Dataverse Connector
  3. Microsoft Entra ID Connector
  4. Office 365 Outlook Connector
  5. Office 365 Users Connector
  6. Power Apps for Makers

Installation Instructions

To Deploy this solution to your environment, please follow the below instructions.

If you have any questions, feel free to contact us at support@penthara.com.

App Setup

  1. After the installation has completed, navigate to powerapps.com and go to Solutions.
  2. Click on All and then click on “Default Solution”.
  1. Click on Connection references and then click on Name.
  1. Select Filter By.
  1. Enter “cr444” in the input box and click on apply.
  1. You will see that only the connection references used in the Asset and Inventory app are visible.
  1. Select a connection reference from the list
  1. In the new panel at the right side of the screen either select an existing connection or create a new connection.
  1. After selecting a connection click on Save.
  1. Repeat the step 7, 8 and 9 for all the connection references that were in the list. Once all the Connections have been setup go back to solutions.
  2. Click on Managed solution and then click on “Asset and Inventory Management”.
  1. Once you select the solution you will see the following page:
  1. Select Cloud Flows from the left navigation panel.
  1. Select “AIM deployment flow” from the list of the flows, it opens the Flow Details Page.
  1. Turn on the flow from the top command bar. Make sure that you have signed up for the Power Apps trial license before turning ON the flow.
  1. Now run the flow, by clicking on the run button.
  1. You will see a new panel on the right side of the screen.
  1. Enter your SharePoint Base URL e.g. “https://your_tenant_name.sharepoint.com/” (Don’t forget to add “/” at the end of the URL) and click on Run Flow. Select the user from the HR Email input which will then be used in the app and flows to send emails.
  1. Now click on Done.
  1. After a minute you will see that the flow run has succeeded.
  1. This process includes creating a SharePoint Site, setting up lists and columns, adding default values, creating M365 Admin Groups, and including the current user to the admin group. The process will also add the selected user’s email to the HREmailEV environment variable which is then used in the app and flows to send emails.

This will also populate the environment variables we left blank when setting up the solution. For more information related to these, please refer to the AIM App Information Architecture and Requirements Document.

  1. Go back to cloud flows in the solution and turn on all the other flows.
  1. Select Apps from the left navigation panel.
  1. Select the More options and then select Play to play the app.
  1. You will see a popup asking you to allow the permissions needed for the app to run. Click on Allow button.
  1. The app will start. To add more Admin and HR users, kindly refer to the admin guide.

Need Assistance?

If you encounter any issues during the deployment process or have questions, don’t hesitate to reach out to our support team. You can email us at support@penthara.com.

We’re here to help!

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