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Orchestry Installation Overview

In this article, learn about the requirements for installing Orchestry

Installing Orchestry is designed to be a fast and intuitive process with our guided wizard.  The article and supporting materials are here to help admins and partners plan their next installation.

 

Considerations for Installing Orchestry

  1. The user undertaking the installation MUST have the Global Administrator role. Only Global Admins can grant consent to the various permissions that Orchestry requests when performing the installation.  PIM elevated roles are also supported.

  2. At least one Microsoft Entra ID P1 license. This is necessary to leverage Orchestry's guest management features.

  3. Use a Windows 10/11 device. At this time, Mac users may experience authentication issues that prevent Orchestry from being installed

  4. Conditional access policies may get in the way.  If you experience sign-in issues while granting permissions, ensure your sign-in is not being blocked by a tenant policy.

 

Installing Orchestry

To provide the best setup experience possible, Orchestry is best installed during a live call with one of our team members, or with an Orchestry partner

  • If you purchased Orchestry from a certified partner, contact your partner for installation guidance.
  • If you purchased Orchestry directly (or the Azure marketplace) and do NOT have an install meeting in place or need to reinstall, contact our Support team

Want to learn how to install Orchestry?
Check out the article: How to Install Orchestry into Your Tenant

 

What is Installed with Orchestry?

Depending on your subscription plan, the installation of Orchestry can include any of the following:

  • Three Entra Enterprise apps (Orchestry app, Orchestry Service app, and Orchestry Content app),
  • The 'Orchestry' SharePoint site collection,
  • The Orchestry SharePoint web parts,
  • The Orchestry app for Microsoft Teams, and
  • Sample content

  STARTER PLAN PROFESSIONAL PLAN ENTERPRISE PLAN
Orchestry App x x x
Orchestry Service App x x x
Orchestry Content App x x x
Orchestry Site Collection x x x
Orchestry Web Parts   x x
Orchestry Teams app   x x
Sample Content   x x

Want to learn more about what's installed with Orchestry and the permissions required?
Check out the article: Orchestry Technical Information Overview

 

Post-Installation Configuration

After installing Orchestry, we recommend admins complete the following actions:

  • Install and approve the Orchestry web part APIs
  • Setup the Orchestry Directory to import existing workspaces
  • Setup OneDrive content scanning (Enterprise only)
  • Setup Licensing reporting and custom pricing (Enterprise only)

Want to learn more about what to do after installing Orchestry?
Check out the article: Orchestry Post Installation Configuration Steps

 

Questions and Answers

Can Orchestry be Installed Without the Full Set of Permissions Consented To?

No, it cannot.  Each permission is necessary for Orchestry to function.

Orchestry performs an incredibly large amount of functions including copying Teams, SharePoint sites, Planner plans, M365 groups, lists, document libraries, reading site collections and more.

Orchestry will not ask for permissions to anything it doesn't require.