Installation for SharePoint 2019

The installation process consists of two parts:

  • Install services – web part will pull data from them.
  • Install SharePoint Framework add-in – it is a web part itself.

Firstly, download setup file and web part add-in as a zip archive file. Extract them somewhere to your local PC. You will need them later.

Note: You have to be a Farm Administrator to complete the installation.

Install services

Run setup file on one of the servers in your SharePoint 2019 farm as a Farm Administrator. Follow the wizard steps.

Install add-in to App Catalog

Run SharePoint 2019 Central Administration as administrator on your server.

Open Central Administration 2019

Navigate to Apps -> Manage App Catalog

Manage App Catalog

If you don’t have App Catalog yet, you will be able to create a new one:

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

Сreating App Catalog Form

Navigate to ‘Apps for SharePoint’ and upload Add-in package that you downloaded at the beginning of this instruction:

Upload App To Catalog

You need to select “Make this solution available to all sites in the organization” in the dialog. Once you did this you can add a web part to a page.

Org Chart trust

If you don’t want to make this app availalbe on all sites, you will need to add app to each site manually.

Adding web part to a page

Note: If you use “Classic” SharePoint pages follow this instuction 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 Modern Org Chart WebPart

Once you added the web part you can configure it.