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title | How to switch to classic D365 viewer |
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Click Solutions → APSD → ... → Switch to classic |
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When setting up a brand new environment, there are a few additional steps that must be done other than simply importing the solution. The NAPA-SNAPA custom connectors connector must be created (as there is currently a bug that doesn’t allow them it to be migrated with the solution due to the OAuth secrets) and all lookup data must be imported. * Note for DEV Only: Custom connectors must be created before importing the APSD & Flows solutions.
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title | Add CivAv application from Azure Portal as an Application User |
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This must be done in order for the pipeline & for the flows to work (we are using Service Principal account to connect to Dataverse). Go to the Power Platform admin center. Select the new environment. In the Access section, click on See All under S2S Apps. Click + New app user . Click + Add an app and enter in the App ID in the search bar.
CivAv-Reg-APSD-PAPS: 27b29278-594f-484d-a0c0-9c61381bad31 For the business unit, select the one with the environment name. Edit the security roles and select System Administrator and System Customizer. Click Create.
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title | Creating Connections for Do Not Reply APSD / Ne Pas Répondre PAPS |
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Perform the steps in this section in a FireFox browser. For some reason, Chrome auto-signs in to your personal account. |
Go to https://myaccount.microsoft.com/, click on your profile icon in the top right corner and select Sign in with a different account . Click + Use another account . Log in to DoNotReplyAPSD-NePasRepondrePAPS@tc.gc.ca (info in RDIMS 17999814). In the same browser, go to Power Apps Studio and login as your own account. Click on Data/Dataverse > Connections in the side menu. Click on + New connection and select Office 365 Outlook. Click Create and select the Do Not Reply APSD account that you signed into in Step 3. Repeat Steps 6-7 for the Office 365 Groups and Excel Online (Business) connections.
You should now have the following connections set up |
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title | Creating custom connectors in new environment - DEV ONLY |
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Only for the DEV environment Custom connectors must be created before importing the APSD & Flows solutions. |
Clone the APSD-PAPS repository to your local computer. On the left hand menu, navigate to Data → Custom Connectors . Click on + New custom connector → Import an OpenAPI file . In the Connector name field, type “NAPA-SNAPA”. Click Import and go to \repos\APSD-PAPS\Custom Connectors\JSON and select the NAPA-SNAPA.json file. Click Continue . Verify that the Host and Base URL point to the correct location for the environment you are in (refer to chart below). For NAPA API only: Set up OAuth security Click Create connector . Click on the Test tab, then + New connection . Enter the API Key (RDIMS 17999814) and click Create connection . Repeat steps 3-10 to create the rest of the connectors using their json files (SIAPI, SPAPI, MTAPI & TMAPI). *Note: SIAPI doesn’t require an API Key. On the left hand menu, navigate to Data → Connections . For each connection, share them with the organization. Click ... → Share → + Add everyone in my org → Save . This must be done so that any changes to the API Key get shared to all users. The update should be instant, if users are not receiving the updated key, they will need to clear their browser’s cache. Give edit access to TC-CivAv Azure group.
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Data will not be migrated between environments through the solution. You will need to perform data migration separately following the steps below. Open the Power Apps Studio and select the environment you are migrating from. Click on Solutions in the side menu, then click Publish all customizations in the top menu bar. Select the APSD solution. Click Export → Next . Increase version number as applicable, and select Managed, then click on Export . Repeat steps 3-5 with the APSD-PAPS Env Variables, APSD-PAPS Flows and APSD-PAPS Custom Connectors solutions but export them as Unmanaged. Any future deployments will only require the APSD and Flows solutions to be migrated. EXCEPTION: Custom Connectors solution must only be migrated if there are any changes to the existing custom connectors or a new custom connector is added. EXCEPTION: Env Variables solution must only be migrated if new environment variables are added.
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The Canvas apps are inside the APSD-PAPS Flows solution. |
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Solution Import Order Must be followed or else will break dependencies APSD-PAPS Env Variables > APSD-PAPS Custom Connectors > APSD > APSD-PAPS Flows Env Variables & Custom Connectors solutions only have to be imported if there are changes. |
Click on Solutions on the left-hand menu and then Import in the top menu bar. Select Browse and point to the zip file, e.g. APSD_PAPS_EnvVariables_1_0_0_X.zip , created in the export solution steps. "X" will be the current iteration number at the time of deployment. New environments only, once Custom Connectors solution is imported: Clone the APSD-PAPS repository to your local computer. Go into the APSD-PAPS Custom Connector solution. Click on + New > Automation > Custom connector Enter in the info as follows: Click Create connector On the left-hand menu, click on Data/Dataverse > Custom connectors Beside the NAPA-SNAPA connector, click ... > Update from OpenAPI file . Image RemovedImage AddedClick Import and go to \repos\APSD-PAPS\Custom Connectors\JSON and select the NAPA-SNAPA.json file. Click Continue . Toggle the Swagger Editor ON > OFF. Go to the Security tab and enter in the information as per RDIMS 17999814. Click Update connector . Click on the Test tab, then + New connection . Click X Close . For the rest of the connectors, edit them and go to the Test tab, then click + New connection (API key are in RDIMS 17999814). On the left-hand menu, click on Data/Dataverse > Connections. For the MTAPI, SPAPI & TMAPI connections, share them with the organization. Click ... → Share → + Add everyone in my org → Save . This must be done so that any changes to the API Key get shared to all users. The update should be instant, if users are not receiving the updated key, they will need to clear their browser’s cache. Give edit access to TC-CivAv Azure group.
New environments (when importing the Flows solution): Make sure the CivAv APSD Service Principal Dataverse connection has been created (see steps above). Click Next twice then select the CivAv APSD Service Principal connection for Dataverse and the shared connections for the APIs. For the Office 365 and Excel Online connections, select the Do Not Reply APSD / Ne Pas Répondre PAPS connection created earlier.
Click Import and wait for the process to finish. Import the rest of the solutions as needed. Click on Publish all customizations . New environments: Share the APSD-PAPS Canvas App with Everyone in TC. Uncheck the box at the bottom “Send an email invitation to new users”. New environments: Assign a security role to yourself in order to test the application through Advanced Settings.
If importing the APSD Custom Connectors solution: Even if there are no edits to make, you must still click on Update Connector for it to connect properly. |
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title | Update connectors and dropdowns in the Canvas app - NO LONGER REQUIRED |
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IGNORE THIS SECTION Not necessary anymore now that the custom connectors are inside solutions. |
Edit the APSD-PAPS Canvas app. When prompted, select Don't Allow . Remove all connections that are showing as not connected - 5 connections (APSR, MTAPI, SIAPI, SPAPI, TMAPI), Office365Users and APSD_Translations. Add all of them back. SharePoint data connector: for APSD_Translation file. In the box enter the following URL: https://034gc.sharepoint.com/sites/DSD-CivilAviation/Lists/APSD_Translations/AllItems.aspx Check off the APSD_Translations list & click Connect . Run the App Checker and ensure no errors are reported. Turn on “Allow searching” in the properties for the following elements: New Service Request Step One Screen - cboNapaProject element
New Service Request Step Three Contact Info Screen - cboFindOrganizationAlt element Service Request Review Screen - ddSRRChangeReAssignment element
New Invoice Step One Screen - cboInvoiceCustomer and cboCustomerAddress elements
Weekly Time Entry Normalized Screen - cmbProject
Save and Publish the app.
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title | Importing SCRAM task data |
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Go to the environment that has the master set of data for the SCRAM tasks. Currently, this is QA. On the left menu, go to Data → Tables , then open the Scram Tasks table. On the top menu, click on Data → Export data . Once the export has been successfully completed, click on Download exported data . Unzip the csv file. Switch to the environment you are deploying to. On the left menu, go to Data → Tables , then open the Scram Tasks table. On the top menu, click on Data → > beside Get data → Get data from Excel . Upload the csv file from step 4. If there are any mapping issues, fix them. Click Import . Wait for the process to complete, then verify that the data was imported.
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title | Importing AP task data |
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Follow the same steps for Importing SCRAM task data using the AP Task table instead. |
Flows
The service principal account should be used for all connections to the DataVerse.
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