Installation for SharePoint 2019 / SE

Prerequisites

Below are the prerequisites for the installation of Org Chart:

Permissions on the root site collection on the web application

Start SharePoint 2019/SE Central Administration as administrator on your server. On the SharePoint Central Administration website navigate to Application Management and click on Change site collection administrators in Site Collections section.

Click on the link with site collection address and press Change Site Collection:

Change site collection

Choose the root site collection for the web application that you need to install Org Chart:

Note

Also you may change the web application on this step if needed.

Select site collection

After selection press OK.

Please make sure that you are one of the administrators:

Site collection administrator

Add AppCatalog for the web application

Run SharePoint 2019/SE Central Administration as administrator on your server.

Central Administration

Navigate to Apps -> Manage App Catalog

Manage app catalog Create app catalog

Just fill in Title, Web Site Address, Primary Site Collection Administrator and click OK. For example:

  • Title – App Catalog Site

  • Web Site address – AppCatalog

  • Primary Site Collection Administrator – Fill in your account name

Create app catalog form

Permissions on the app catalog for the web application

Start SharePoint 2019/SE Central Administration on your server. On the SharePoint Central Administration website navigate to Application Management and click on Change site collection administrators in Site Collections section.

Click on the link with site collection address and press Change Site Collection:

Change site collection

Choose the app catalog site collection for the web application that you need to install Org Chart:

Note

Also you may change the web application on this step if needed.

Change site collection

After selection press OK.

Please make sure that you are one of the administrators:

AppCatalog SiteCollection Administrators

Installation

Download setup file from our website. You’ll need to select the SharePoint 2019/SE version and enter your email address.

Download

Then click on Download installer and run the file on one of the servers in your SharePoint 2019/SE farm as Farm Administrator. Follow the wizard steps.

Note

You have to be a Farm Administrator to complete the installation. If you have any warning messages during installation check the prerequisites described above.

Alternatively, you can install Org Chart using wsp-package.

Adding web part to a page

Note

If you use Classic SharePoint pages follow this instruction to add web part to a page.

Navigate to the page where you want to add an org chart.

Pick Plumsail Org Chart web part from the menu to add it to your page:

Add web part

Once you added the web part you can configure it.

Localization

Org Chart allows changing strings in the user interface since version 2.2.30. You can use this functionality to translate user interface to your language.

The picture below will help you to understand the structure of the localization strings:

Localization strings

You need to open the configuration wizard and navigate to the custom code step. Then you can override strings like this:

Plumsail.OrgChart.LocalizationStrings.SearchInputWatermark = "Suche";
Plumsail.OrgChart.LocalizationStrings.Settings.PrintOrgChart.Title = "Drucken";
Plumsail.OrgChart.LocalizationStrings.Settings.ManageVacancies = "Stellenangebote";
Plumsail.OrgChart.LocalizationStrings.Settings.ClearCache = "Cache leeren";
Plumsail.OrgChart.LocalizationStrings.Settings.Help = "Über";
Change Localization Strings