Q Catalog Deployment Steps Quadrion
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Summary
Q-CatalogDeploymentStepsQuadrion proudly presents Q-Catalog tool whichprovides dynamically configurable set of web partsto provide a Catalog driven Search/Resultssummary view with a connected item detail view
www.quadrionus.com This document explains the deployment steps ofQ-Catalog App in a SharePoint Online Tenant. Thesesteps have been written in the order of configuration
Please follow below steps 1. After you get the app, deploy it in your Tenant level App Catalog. Make sure there is no error in the deployment
2. Then go to a site collection and add the Q-Catalog app there. [If you deployed the Q-Catalog App globally in your App Catalog, then you don’t need to add the app in the site collection explicitly.] 3. After adding the app successfully, create a page and add the Q Catalog Master Web Part there
4. If you are adding this app very first time in your tenant, you will see instructions on the web part as shown below: 5. Follow the instructions to register the app in your tenant. In order to register, first provide the permission consent which will be prompted on your screen when you click on the link “Click here to register”
6. Fill the registration form to activate your FREE Trial
7. Then come back to your SharePoint Page and click on the 2nd link to approve the API Access. For that, you must have the SharePoint Admin Center permission
www.quadrionus.com 8. If you are not automatically redirected to the API Access page on the SharePoint Admin Center, follow the URL given on the web part instructions
9. After approving the API Access, save and refresh your page
10. If you still see the below message on the web part after approving the API Access, wait for few minutes because it may take some time to approve the API Access in your tenant especially if it’s a very first SPFx app in your tenant
11. Once you see below message on the web part, edit the page and edit the web part properties
12. In the Q Catalog Master Web Part Property pane, put the full URL of the current site which will enable the Configure Lists button. Please see below screenshot: www.quadrionus.com 13. Click the “Configure Lists” button and it’ll create three lists – Product Catalog, Q-Catalog Images and Q-Catalog Documents in your site. You can verify that by going to the Site Contents
14. Upload few images in the Q-Catalog Images library which will be linked with the products in the Product Catalog list
15. Go to the Product Catalog list and add any additional columns of Text, Number or Choice type as per your need. You can make the columns “Link Location” and “Launch Behavior” optional in the list. They are not required
16. Add some products in the Product Catalog list by adding values in all the columns. Put the image URLs from the Q-Catalog Images library in the “Background Image Location” column of the Product Catalog list for different products
17. Create a list “Interested Parties” in the same site and create few columns there such as Party Name, Party Email and Party Phone of Text type. Create a Lookup column “ProductID” in the Interested Parties list pointing to the Product Catalog list’s ID column
18. Add some rows in the Interested Parties list by filling values in all the columns
19. Wait for some time while the crawled properties are available for the Product Catalog columns
20. Go to the Search Schema at the site collection level and create some Managed Properties for the Product Catalog list columns as shown below (Use the existing RefinableString Managed Properties of Text type and add the crawled properties in them as shown below):21. Go back to your page and edit the properties of the Q-Catalog Master Web Part
Provide the Managed Properties and their display names in under the “Setup Catalog Refiners” as shown below. These refiners will be shown to refine the data
www.quadrionus.com 22. Similarly, setup some Managed Properties under the “Setup Catalog Sorting” as shown below. These properties will allow user to sort the data under “Featured” sorting
23. Provide the Managed Property for the Title of the Catalog tile in the “Title” property as shown below
24. Save the page
25. Create another page say Product Details where you will be showing the Product Details
26. Add two web parts there – Q Catalog Detail and Q Catalog Detail Grid
27. In the Q Catalog Detail Web Part, edit the web part properties, select the Product Catalog list from the dropdown, select any field of any type except Managed Metadata, Person/Group and Lookup column and click Copy button. Then paste into the Rich Text Editor and provide the formatting as necessary. Below is a sample of the dynamic tokens in the Q-Catalog Detail Web Part along with the formatting
www.quadrionus.com 28. Then go to the Q Catalog Detail Grid web part and edit its properties
29. Select Interested Parties list in the Select List dropdown, hit Apply button and save the page
30. Then edit the page again and click the Edit properties button of the Q Catalog Detail Grid web part
31. Select columns from the dropdown and hit Apply button
32. If you have data in the selected list, you will see the data in the web part. Below is one example of the Interested Parties list in the Q Catalog Detail Grid Web Part
33. Save and publish the page
34. Copy the URL of the Product Details page and go back to the previous page where you added the Q Catalog Master Web Part
35. Edit its properties and put the Product Details Page’s FULL URL in the Catalog Page Detail URL textbox. The Page URL should be fully qualified e.g. https://
sharepoint.com/sites/Brand/SitePages/Product-Details.aspx. Below is the screenshot of the Detail Page URL Property
36. Save and Publish this page
37. Wait for some time until you start seeing the data populated in the content area of the Catalog Master web part. It may take several minutes to a day because the Q Catalog Master Web Part is search driven and Managed Properties may take time to get the data from Search
38. Once you start seeing the catalog tiles in the Q Catalog Master web part, right click on any tile and open the page in a new tab. You should see the product details on the page as you configured the Q Catalog Detail and the Grid web parts. Below is the screenshot of the of the Q-Catalog Master Web Part with catalog tiles
www.quadrionus.com 39. In the new tab, it’ll open the Product Details page where you will see the values of the dynamic field tokens that you placed in the Q-Catalog Detail web part and the Interested Party’s list value in the Q-Catalog Detail Grid web part
Please note that these Detail web parts show the values based on the Product ID Query String which is automatically appended on the Detail Page URL
40. For any questions, please contact us at [email protected]
www.quadrionus.com What Quadrion offers The Quadrion AdvantageQuadrion-A Microsoft Gold Partner offers At Quadrion, we endeavor not to be a solutioncustom implementation of Microsoft Project, developer for your business needs, but as adesigned to perfectly match your business technology partner who can help acceleraterequirements and give you the speed and your path towards digital transformation. Ouragility in managing your projects. This helps custom four-phased approach towardsyou accelerate your path towards digital solution development-Planning, Adopting,transformation by equipping your business Managing and Embracing gives you thewith efficient tools to manage project perfect advantage in having a comprehensiveoperations. and bespoke solution for your business needs. Quadrion's team of certified and expertOur solutions are an outcome of over a developers ensures that our solutions aredecade long experience in working with entirely aligned with your custom needs andMicrosoft technologies, which has helped make way for transformative changes in yourus offer a wide range of solutions in the business operations. Contact us to knowplatform. We have delivered custom more about how we can make a difference tosolutions to numerous organizations across your business
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About QuadrionQuadrion, a Microexcel company is a Microsoft Managed Partner with multiple Goldcompetencies. We are a certified Microsoft Cloud Partner (MCP) with proven expertise indelivering Digital Transformation solutions. With global delivery capabilities, proven tools andtested methodologies, Quadrion offers customers end-to-end solutions and services thatenables businesses to harness technologies for sustainable growth
To know more, visit www.quadrionus.comTo learn more about how you can benefit from our IT expertise and professional services,please contact us at [email protected]New Jersey (Headquarters) North America: Secaucus, NJ, USA | Rolling Meadows, IL, USA |400 Plaza Drive, 1st Floor Mississauga, ON, CanadaSecaucus, NJ 07094, USA Asia Pacific: Bangalore, KA, India | Hyderabad, TS, India1833 Quadrion | EMNA: Baden, Switzerland, Europe | Dubai, UAE | © Quadrion US. All rights reservedToll free Number, (833)-7823746 Abu Dhabi, UAE www.quadrionus.com
Q-Catalog App globally in your App Catalog, then you don’t need to add the app in the site collection explicitly.] 3. After adding the app successfully, create a page and add the Q Catalog …
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