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Deployment Guide

4. Deployment Steps​

This section outlines the standardized steps required to deploy SmartOfficeNXT into a new client environment (silo or enterprise-level). The steps below ensure a clean, secure, and consistent deployment process without exposing internal infrastructure or sensitive implementation details.

4.1 SharePoint Site Creation​

SmartOfficeNXT requires a dedicated SharePoint site for hosting the application. The site can be created using one of the following approaches:

Create Site Using the Provided Deployment Package (Recommended):

This is the preferred and most efficient method.

  1. The SharePoint administrator provisions a new Communication Site for SmartOfficeNXT.
  2. Apply the provided deployment package, which automatically creates the required site structure.
  3. After the package is applied, verify that the site contains the required pages, lists, libraries, and components.
  4. Proceed with uploading the SmartOfficeNXT application package.

4.2 Uploading the Application Package​

  1. Open the SharePoint App Catalog (tenant or site-level).
  2. Upload the SmartOfficeNXT “.sppkg” package provided for deployment.
  3. Approve and deploy the application globally or to the specific site, based on client governance.
  4. Once deployed, add the SmartOfficeNXT app to the newly created SharePoint site using:
    1. Site Contents → Add an App → Select SmartOfficeNXT

After installation, the SmartOfficeNXT components become available within the site.

4.3 Configuring the Site​

After the application is added to the site:

  1. Set the desired SmartOfficeNXT home page as the default landing page.
  2. Validate that the required lists, libraries, and site elements were created successfully.
  3. Upload any required branding assets (logo, header images, etc.) into the designated library.
  4. Grant admin access to authorized personnel by updating the appropriate configuration list.
  5. Verify that all user-facing components are accessible, and permissions are functioning as expected.

4.4 Power Automate Deployment​

SmartOfficeNXT uses Microsoft Power Automate to support platform automation.

Steps to deploy flows:

  1. Import the Power Automate solution package provided for deployment.
  2. During import:
    1. Map required connections to client-approved connectors.
    2. Update environment variables (e.g., SharePoint site URL, configuration values, communication endpoints).
  3. After import completes, turn on each flow.

Important:

All environment-specific values must be configured during import.

4.5 Post-Deployment Validation​

Once the application and automation components are deployed:

  1. Confirm site accessibility for all user roles.
  2. Validate that SmartOfficeNXT pages load as expected.
  3. Verify that data is created and stored properly within SharePoint.
  4. Ensure all automation components trigger successfully.
  5. Perform a basic functional walkthrough of form creation, submission, and processing.