How the Add-in Works

The Add-in package is uploaded into your organization's Teams environment. This makes the "TonicDM" tab available for your staff to add as a channel in Team. Note: it doesn't automatically add the "TonicDM" tab to any Teams, it just makes it available.

Before Starting

  1. Prior to doing the installation please ensure your TonicDM account is connected to your Office 365 account because this is required for later steps.

  2. Get the installation ZIP from TonicDM Support and place it in an accessible location.

Doing the Installation

Installation can be done from within the Teams app or from the Admin portal.

Installing from within the Teams app

Within Teams, click on the Apps icon in the bottom left corner, then click "Upload a custom app", and finally "Upload for my org."

Locate the downloaded ZIP and upload it, this may take a minute.

Once completed, Teams should redirect you to the "Built for your org" tab of the Apps section where you should now see the installed TonicDM app.

There are two ways to add the app to a channel within a Team:

  • Click on the installed TonicDM app inside the “Built for your org” tab and then click "Add to a team," then search for and select the channel that you would like to install the App in.

  • Navigate to any channel within Microsoft Teams and then click on the plus button in the tab header, then search for TonicDM and select the app.

Once you've completed the previous step, Teams will initiate a popup asking you to grant permissions. Click Continue and follow the Microsoft prompt to grant permissions. This step will allow you to grant consent on behalf of your entire organization, meaning everyone will have easy access afterwards.

Once permissions have been granted, the Team channel configuration window should appear. In order for the configuration to automatically recognize the TonicDM project associated with the channel, the Team channel name must start with the project number as shown in the TonicDM portal.

  • If it cannot automatically configure, close the configuration window, update the channel name, and then try again.

  • If it successfully configured, then it should show the associated project. Clicking the save button will add the TonicDM app as a tab in the channel that can be accessed from then on.

TonicDM should now load seamlessly into Teams! Use the expand button for the best experience.

Installing from the Admin portal

Go to the Teams Admin Portal and under Manage Apps click + Upload.

Locate the downloaded ZIP and upload it. This adds TonicDM to your organization's gallery and you'll be able to search for "tonicdm" to find it.

Note: this may take a minute and may require you to refresh the browser.

Click on View Details in the rightmost column.

Click Review Permissions and grant permissions for the TonicDM app.

Navigate to a channel within Microsoft Teams and then click on the plus button in the tab header, then search for TonicDM and select the app.

The Team channel configuration window should appear. In order for the configuration to automatically recognize the TonicDM project associated with the channel, the Team channel name must start with the project number as shown in the TonicDM portal.

  • If it cannot automatically configure, close the configuration window, update the channel name, and then try again.

  • If it successfully configured, then it should show the associated project. Clicking the save button will add the TonicDM app as a tab in the channel that can be accessed from then on.

TonicDM should now load seamlessly into Teams! Use the expand button for the best experience.

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