How to Install Orchestry into Your Tenant

The Orchestry Application provides a wizard to guide you throughout the installation process.  

The following details the steps in the installation process.

Step #1: Login to the Installation Wizard as a Microsoft 365 Global Admin

1. Go to https://app.orchestry.com/install.  You will be presented with button to login with your M365 credentials
2. Login as a M365 global admin.  You cannot complete the installation without GA access

 

Step #2: Enter Your License Key

1. Add your license key.  If you don't have a license, please contact your Orchestry partner or contact us
2. Click NEXT to proceed

 

 

Step #3: Welcome Page

The Welcome Page welcomes the user to the installation process and informs them that they must be a Global Administrator to proceed. 

If you are logged in as a global admin, then you have no action to take on this page. Click NEXT to proceed.

 

Step #4: Accept Terms of Service

Terms of Service (TOS) is displayed on this page. 

1. Review the entire TOS
2. Accept the TOS
3. Click NEXT STEP

 

Step #5: Provide Information /Account Details

The next step is for the user to provide their information. This helps Orchestry track the installation status and gathers additional information.

 

Step #6: Partner Association (optional)

If you are an Orchestry partner (or are working with a partner), enter in the partner connection secret to allow the partner to view the tenant from Partner Tools.

1. Add the Partner Connection Secret (key) provided by the partner
2. Review and consent to the Partner Connection terms of service
3. Click NEXT to proceed

 

Step #7: Region

On this page, choose the closest Azure data region to your organization.  

1. Choose the region from the dropdown menu
2. Click NEXT to proceed

 

Step #8: Application Permissions

In this step, you will grant consent for the three applications Orchestry will install in your tenant, (1) the Orchestry app, the (2) Orchestry Service app, and (3) the Orchestry Content app.

1. Ensure you're logged in as a M365 Global Admin
2. Click REVIEW PERMISSIONS AND GRANT CONSENT for the Orchestry App permissions
   1. In the pop-up window, click 'GRANT ORCHESTRY PERMISSION' after reviewing the list of permissions the Orchestry app needs
   2. Click ACCEPT on the formal M365 'Permissions Requested' window
   3. WAIT for the 60-second timer to complete before proceeding.
      
      
3. Click REVIEW PERMISSIONS AND GRANT CONSENT for the Orchestry Service app permissions
   1. In the pop-up window, click 'GRANT ORCHESTRY PERMISSION' after reviewing the list of permissions the Orchestry Service app needs
   2. Click ACCEPT on the formal M365 'Permissions Requested' window
   3. Wait for the 60-second timer
4. Click REVIEW PERMISSIONS AND GRANT CONSENT for the Orchestry Content app permissions
   1. In the pop-up window, click 'GRANT ORCHESTRY PERMISSION' after reviewing the list of permissions the Orchestry Content app needs
   2. Click ACCEPT on the formal M365 'Permissions Requested' window
   3. Wait for the 60-second timer
5. Click NEXT to proceed

 

 

Step #9: Configure (Accounts)

In this step some default options are shown to configure Orchestry:

 

 

Step 8: Installation

In this step the actual installation occurs.  Once installation is complete, click NEXT STEP

Step 9: Confirmation

This is a page that confirms Orchestry has been installed successfully. Clicking on the 'Use Orchestry Now' will open  the Orchestry app.

 

 

What is Installed in my Tenant?

Along with the Orchestry app and Orchestry Service app installed in Azure, Orchestry installs the following into your tenant: 

Orchestry Configuration Database

This is installed in the Orchestry Azure Instance and holds all of the configuration information for the application. This information contains configuration options such as your Workspace Template configuration, Workflows, Naming policies and others.

Orchestry Site Collection

A Site Collection is provisioned at /sites/Orchestry that contains a Document Library to store any Document Templates as well as the Workspace Directory list that contains information to power the Workspace Directory.

 

Orchestry Teams Application

The Orchestry Teams Application is added as a custom application so that it can be added and used by users.

 

Orchestry Default Content

Orchestry will install some default content as part of the installation which includes the following: