Installing Moveworks for Web on SharePoint Online (Cloud)

Who can install this?

A SharePoint admin with the global administrator role.

Upload the Moveworks-for-Web Sharepoint Web Part to your SharePoint Tenant

1. Download the Moveworks-for-Web Sharepoint package from here and unzip it to reveal the sppkg web-part file.
2. Navigate to this page: https://YOUR_TENANT.sharepoint.com/sites/appcatalog/_layouts/15/tenantAppCatalog.aspx/manageApps
3. Click upload, and upload the web-part file.

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Double check that you are uploading a .sppkg file NOT a .zip file.

4. Check the box to deploy it to all sites in the organization.

4. Click Enable App.

5. Ensure your app has been successfully enabled. You should see the green check mark as shown below: After successful enablement, the app is now available to be added on all sites.

Approve Permissions

1. Navigate to this page: https://login.microsoftonline.com/common/adminconsent?client_id=cf538890-2c10-4680-84ee-9081502a25b5&redirect_uri=https://www.moveworks.com/sharepoint-installed

   1. Click Accept.
   2. You will be redirected to a Moveworks page with a confirmation. You can close that now.

2. Navigate to the SharePoint admin center API Access page here:

   1. https://{{tenant}}-admin.sharepoint.com/_layouts/15/online/AdminHome.aspx#/webApiPermissionManagement
   2. Under pending requests, Approve both requested permissions (one from Windows Azure Active Directory for User.Read and one from mw-webchat for user_impersonation).

Now the webpart will be available in your webpart toolbox.

Add the Web Part to a Page

If your user account is allow listed on the Moveworks side, then you will see it right away, if not, work with Moveworks to do so.

Sharepoint Modern Site

It will look like this (a thin rectangle) if you successfully added it and are not allow listed (you can use the trash can to remove it, if desired):

Once you click on the plus icon, you should be able to search for Moveworks and find the package:

Sharepoint Classic Site

Find the Moveworks for Web web part located in the Other category, and insert it on the page.

After the web part is added to the page. Edit the web part configuration. Change Chrome Type to None.

Installing it on SharePoint Online (Cloud) using OIDC

Who can install this?

A SharePoint admin with the global administrator role.

Upload the Moveworks for Web Package to your SharePoint Tenant

1. Download the Moveworks-for-Web Sharepoint package from here and unzip it to reveal the sppkg web-part file.
2. Navigate to this page: https://{{tenant}}.sharepoint.com/sites/appcatalog/AppCatalog/Forms/AllItems.aspx
3. Click upload, and upload the web-part file.
4. Check the box to deploy it to all sites in the organization.
5. Click Deploy.
6. After deploying, now the web-part will be available in your web-part toolbox.

Configure SSO Configuration

right(px), bottom (px), and zIndex - These determine where on the Site UI the bot shows up.

bot id — This will be provided by your Moveworks Customer Success team.

server url — For commercial customers this is https://webchat-kprod.moveworks.io however for GovCloud, this URL should be: https://webchat.prod.am-usge1.moveworks.io

Add the Web Part to a Page

If your user account is allow listed on the Moveworks side, then you will see it right away, if not, work with Moveworks to do so.

Sharepoint Modern Site

It will look like this (a thin rectangle) if you successfully added it and are not allow listed (you can use the trash can to remove it, if desired):

Sharepoint Classic Site

Find the Moveworks for Web web part located in the Other category, and insert it on the page.

After the web part is added to the page. Edit the web part configuration. Change Chrome Type to None.