{ "showQuestionNumbers": "off", "checkErrorsMode": "onValueChanging", "pages": [ { "name": "welcome", "title": "Welcome", "elements": [ { "type": "checkbox", "name": "installType", "title": "What component(s) are you looking to setup?", "isRequired": true, "colCount": 1, "choices": [ "Main solution", "Satellite solution", "Scheduler solution", "Security Group Setup" ] }, { "type": "html", "visibleIf": "contains({installType}, 'Main solution')", "html": "Will collect connection information for Main solution deployment. The main solution manages and monitors metered Power Automate Desktop solutions. Normally there will be one Main solution deployment per Power Platform tenant" }, { "type": "html", "visibleIf": "contains({installType}, 'Satellite solution')", "html": "Will collect information required to setup a monitored Power Platform environment. Power Automate cloud flows to centralize information with the central main solution Automation Kit environment. Normally there will be multiple satellite solution deployments per Power Platform tenant" }, { "type": "html", "visibleIf": "contains({installType}, 'Scheduler solution')", "html": "Display calendar based solution to view Power Automate Desktop flows that are triggered from a recurring cloud flow" }, { "type": "html", "visibleIf": "contains({installType}, 'Security Group Setup')", "html": "Configure users / groups that should be assigned to security groups for Administration, Contribution and View permissions for Automation projects" } ] }, { "title": "Main Solution - Prerequisites", "name": "prereqTest1", "visibleIf": "contains({installType}, 'Main solution')", "elements": [ { "type": "checkbox", "name": "prereqTest1", "title": "Verify that the following has been setup for the environment you will install the Automation Kit Main solution", "choices": [ "You have have environment administrator rights so we can enable [PowerApps component framework feature](https://learn.microsoft.com/power-apps/developer/component-framework/component-framework-for-canvas-apps#enable-the-power-apps-component-framework-feature)", "I DO NOT have environment administrator rights", "The [Power Apps Component Framework feature](https://learn.microsoft.com/power-apps/developer/component-framework/component-framework-for-canvas-apps#enable-the-power-apps-component-framework-feature) has been enabled in the environment", "The [Creator Kit](https://appsource.microsoft.com/product/dynamics-365/microsoftpowercatarch.creatorkit1) has been installed in the environment", "[Install Microsoft Power Platform CLI](https://learn.microsoft.com/power-platform/developer/cli/introduction#install-microsoft-power-platform-cli)", "The environment DLP policy allows for following connectors [Approvals](https://learn.microsoft.com/en-us/connectors/approvals/), [Microsoft Dataverse](https://learn.microsoft.com/en-us/connectors/commondataserviceforapps/), [Office 365 Outlook](https://learn.microsoft.com/en-us/connectors/office365/), [Office 365 Users](https://learn.microsoft.com/en-us/connectors/office365users/) and [Power Platform for Admins](https://learn.microsoft.com/en-us/connectors/powerplatformforadmins/)", "'Power Apps Per User', 'Per App' or 'Pays as you go' license for users who will be Administrators, Contributors or viewers of Automation Projects", "Office E3 license or above for Office 365 Outlook connection used by Cloud Flow", "Download of free [Power BI Desktop](https://powerbi.microsoft.com/en-us/desktop/) or [Power BI Premium](https://powerbi.microsoft.com/en-us/power-bi-premium/) to share your dashboard inside your organization" ] }, { "type": "html", "visibleIf": "contains({prereqTest1}, 'I DO NOT have environment administrator rights')", "html": "You will need to have have an environment admin enable PowerApps component framework feature. If you have PowerApps component framework feature enabled you do not need environment administrator rights." }, { "type": "boolean", "name": "isSystemCustomizer", "visibleIf": "contains({prereqTest1}, 'I DO NOT have environment administrator rights')", "title": "Are you a member of the System Customizer role for the environment?" }, { "type": "html", "visibleIf": "contains({prereqTest1}, 'I DO NOT have environment administrator rights') and {isSystemCustomizer} = false", "html": "You will need need to have a minimum of System Customizer to import the Automation Kit solutions" } ] }, { "title": "Main Solution", "visibleIf": "contains({installType}, 'Main solution')", "elements": [ { "name": "main-instanceUrl", "type": "text", "title": "Copy instance url", "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid environment instance url like https://contoso.crm.dyanamics.com/", "regex": "https://([-a-z0-9].*?)\\.crm(.*?)\\.dynamics\\.com/" } ] }, { "type": "html", "html": "Get the instance url from http://make.powerapps.com Settings -> Session details dialog" }, { "type": "markdown", "title": "Installation home link Notes", "markdown": "To obtain the the install environment parameters, visit http://make.powerapps.com select the **home icon** for your environment you want to install main solution components into" }, { "name": "main-installEnvironment", "type": "text", "title": "Copy Install Environment home link", "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform environment starting with https://make.powerapps.com", "regex": "^https:\\/(.*?).powerapps.com\\/environments\\/([a-zA-Z0-9\\-].*?)\\/home" } ] }, { "type": "html", "html": "This environment could be the same environment as the CoE Kit." }, { "type": "create-connection", "title": "Create", "connector": "shared_approvals", "environment": "main-installEnvironment" }, { "name": "main-approvalConnection", "type": "text", "title": "Copy Approval Connection details page link here", "isRequired": true, "startWithNewLine": false, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_approvals/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Approvals Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1599/1.0.1599.3017/approvals/icon.png =32x32) The Approvals connector is used to approve or deny Automation Project requests" }, { "type": "create-connection", "title": "Create", "connector": "shared_commondataserviceforapps", "environment": "main-installEnvironment" }, { "name": "main-dataverseConnection", "type": "text", "title": "Copy Microsoft Dataverse Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_commondataserviceforapps/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Dataverse Icon](https://connectoricons-prod.azureedge.net/u/juanq/releases/v1.0.1609-localization/1.0.1609.3085/commondataserviceforapps/icon.png =32x32) The Dataverse connector is used to store your Automation Kit project and telemetry data" }, { "type": "create-connection", "title": "Create", "connector": "shared_office365", "environment": "main-installEnvironment" }, { "name": "main-office365OutlookConnection", "type": "text", "title": "Copy Office 365 Outlook Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_office365/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Connector Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1611/1.0.1611.3104/office365/icon.png =32x32) The Office 365 connector is used to send emails as part of the Automation Kit management process" }, { "type": "create-connection", "title": "Create", "connector": "shared_office365users", "environment": "main-installEnvironment" }, { "name": "main-office365UserConnection", "type": "text", "title": "Copy Office 365 User Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_office365users/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Connector Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1611/1.0.1611.3104/office365users/icon.png =32x32) The Office 365 users connector is used to query user information from the Office 365 graph" }, { "type": "create-connection", "title": "Create", "connector": "shared_powerplatformforadmins", "environment": "main-installEnvironment" }, { "name": "main-powerPlatformAdminConnection", "type": "text", "title": "Copy Power Platform for Admins Automation Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_powerplatformforadmins/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Connector Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1602/1.0.1602.3056/powerplatformforadmins/icon.png =32x32) The Power Platform for Admins Automation connector is used to query information about your deployed solutions" } ] }, { "title": "Main Solution - Options", "visibleIf": "contains({installType}, 'Main solution')", "elements": [ { "type": "text", "name": "main-businessApprover", "isRequired": true, "inputMask": "email", "title": "What is the email address of the default approver?", "validators": [ { "type": "email" } ] }, { "type": "boolean", "name": "main-installSampleData", "isRequired": true, "title": "Import sample data after main solution is setup?" }, { "type": "html", "visibleIf": "{main-installSampleData} == true", "html": "Sample Corporate Goals, Automation Projects and telemetry data will be imported" }, { "type": "html", "visibleIf": "{main-installSampleData} == false", "html": "Only base data required for solution will be imported" }, { "type": "boolean", "name": "main-enableROIFlow", "isRequired": true, "title": "Enable Return on Investment (ROI) Power Automate cloud flow?" }, { "type": "html", "visibleIf": "{main-enableROIFlow} == true", "html": "The ROI cloud flow will be enabled so that complexity and ROI are calculated when Automation Projects are inserted or updated" }, { "type": "html", "visibleIf": "{main-enableROIFlow} == false", "html": "You can enable the ROI cloud flow after update" }, { "type": "boolean", "name": "main-enableApprovalFlow", "isRequired": true, "title": "Enable Approval Power Automate cloud flow?" }, { "type": "html", "visibleIf": "{main-enableApprovalFlow} == true", "html": "The Approval cloud flow will be enabled so that approval requests are sent to approvers" }, { "type": "html", "visibleIf": "{main-enableApprovalFlow} == false", "html": "You can enable the Approval cloud flow after update" }, { "type": "boolean", "name": "main-enableSyncFlow", "isRequired": true, "title": "Enable Synchronization of Automation Kit data between environments?" }, { "type": "html", "visibleIf": "{main-enableSyncFlow} == true", "html": "The Synchronization cloud flow will be enabled so data is sychronized with satellite environments" }, { "type": "html", "visibleIf": "{main-enableSyncFlow} == false", "html": "You can enable the Synchronization cloud flow after update" } ] }, { "title": "Main Solution - Security Group Setup", "visibleIf": "contains({installType}, 'Main solution') and contains({installType}, 'Security Group Setup')", "elements": [ { "type": "paneldynamic", "name": "main-administrators", "title": "Please add Automation Kit members for the Automation Administrators Security Group", "templateElements": [ { "name": "user", "type": "text", "inputMask": "email", "title": "User or group email address", "isRequired": true, "validators": [ { "type": "email", "text": "Value must be a valid email address" } ] } ] }, { "type": "paneldynamic", "name": "main-contributors", "title": "Please add Automation Kit contributors that can view and edit Automation Projects", "templateElements": [ { "name": "user", "type": "text", "inputMask": "email", "title": "User or group email address", "isRequired": true, "validators": [ { "type": "email", "text": "Value must be a valid email address" } ] } ] }, { "type": "paneldynamic", "name": "main-viewers", "title": "Please add Automation Kit contributors that can review and view Automation Projects", "templateElements": [ { "name": "user", "type": "text", "title": "User or group email address", "isRequired": true, "inputMask": "email", "validators": [ { "type": "email", "text": "Value must be a valid email address" } ] } ] } ] }, { "visibleIf": "contains({installType}, 'Main solution')", "elements": [ { "type": "html", "html": "Use the download button below to obtain your main configuration file that will be used to customize your deployment" }, { "type": "download-task", "title": "Download results", "text": "Download", "name": "downloadResults", "fileName": "automation-kit-main-install.json", "filter": "main" } ] }, { "title": "Satellite Solution - Prerequisites", "visibleIf": "contains({installType}, 'Satellite solution')", "elements": [ { "name": "satellite-april-2023", "type": "boolean", "title": "Install version, April 2023 or later?", "isRequired": true }, { "type": "checkbox", "name": "prereqTest2", "title": "Verify that the following has been setup for the environment you will install the Automation Kit Satellite solution", "choices": [ "You have have environment administrator rights so we can enable [PowerApps component framework feature](https://learn.microsoft.com/power-apps/developer/component-framework/component-framework-for-canvas-apps#enable-the-power-apps-component-framework-feature)", "I DO NOT have environment administrator rights", "The [Power Apps Component Framework feature](https://learn.microsoft.com/power-apps/developer/component-framework/component-framework-for-canvas-apps#enable-the-power-apps-component-framework-feature) has been enabled in the environment", "The [Creator Kit](https://appsource.microsoft.com/product/dynamics-365/microsoftpowercatarch.creatorkit1) has been installed in the environment", "[Install Microsoft Power Platform CLI](https://learn.microsoft.com/power-platform/developer/cli/introduction#install-microsoft-power-platform-cli)", "The environment DLP policy allows for the following connectors [Microsoft Dataverse](https://learn.microsoft.com/en-us/connectors/commondataserviceforapps/), [Microsoft Dataverse (Legacy)](https://learn.microsoft.com/en-us/connectors/commondataservice/), [Office 365 Outlook](https://learn.microsoft.com/en-us/connectors/office365/), [Office 365 Users](https://learn.microsoft.com/en-us/connectors/office365users/), [Power Automate Management](https://learn.microsoft.com/en-us/connectors/flowmanagement/) and [Power Platform for Admins](https://learn.microsoft.com/en-us/connectors/powerplatformforadmins/)", "An Azure Application Registration. Check or create an Azure App Registration in your [Azure Portal](https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps)", { "text": "Configured Azure Application API Permissions", "visibleIf": "{satellite-april-2023} == false" }, { "text": "Configured Azure Application ClientId and Secret", "visibleIf": "{satellite-april-2023} == false" }, { "text": "An Azure Key Vault to store the ClientId, Secret and Tenant Id", "visibleIf": "{satellite-april-2023} == false" } ] }, { "type": "html", "visibleIf": "contains({prereqTest2}, 'I DO NOT have environment administrator rights')", "html": "You will need to have have an environment admin enable PowerApps component framework feature. If you have PowerApps component framework feature enabled you do not need environment administrator rights." }, { "type": "boolean", "name": "isSystemCustomizer", "visibleIf": "contains({prereqTest2}, 'I DO NOT have environment administrator rights')", "title": "Are you a member of the System Customizer role for the environment?" }, { "type": "html", "visibleIf": "contains({prereqTest2}, 'I DO NOT have environment administrator rights') and {isSystemCustomizer} = false", "html": "You will need need to have a minimum of System Customizer to import the Automation Kit solutions" }, { "type": "html", "html": "Read more in Automation Kit Prerequisites" } ] }, { "title": "Satellite Solution - Connections", "visibleIf": "contains({installType}, 'Satellite solution')", "elements": [ { "type": "html", "html": "For the install environment visit make.powerapps.com select the home icon for your environment you want to install the Automation Kit components into" }, { "name": "satellite-installEnvironment", "type": "text", "title": "Copy Install Environment home link", "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform environment starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/home)" } ] }, { "type": "html", "html": "NOTE: This environment MUST be the different than the main environment." }, { "type": "create-connection", "title": "Create", "connector": "shared_commondataservice", "environment": "satellite-installEnvironment" }, { "name": "satellite-dataverseLegacyConnection", "type": "text", "title": "Copy Microsoft Dataverse (Legacy) Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_commondataservice/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Legacy Dataverse Connector Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1611/1.0.1611.3104/commondataservice/icon.png =32x32) The Dataverse Legacy connector is used to connect to your main Dataverse environment" }, { "type": "create-connection", "title": "Create", "connector": "shared_commondataserviceforapps", "environment": "satellite-installEnvironment" }, { "name": "satellite-dataverseConnection", "type": "text", "title": "Copy Microsoft Dataverse Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_commondataserviceforapps/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Dataverse Connector Icon](https://connectoricons-prod.azureedge.net/u/juanq/releases/v1.0.1609-localization/1.0.1609.3085/commondataserviceforapps/icon.png =32x32) The Dataverse connector is used to store your Automation Kit project and telemetry data" }, { "type": "create-connection", "title": "Create", "connector": "shared_flowmanagement", "environment": "satellite-installEnvironment" }, { "name": "satellite-flowManagementConnection", "type": "text", "title": "Copy Flow Management Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_flowmanagement/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Flow Management Connector Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1604/1.0.1604.3062/flowmanagement/icon.png =32x32) The Flow Management connector is used to query Power Automate flows in the environment" }, { "type": "create-connection", "title": "Create", "connector": "shared_office365", "environment": "satellite-installEnvironment" }, { "name": "satellite-office365OutlookConnection", "type": "text", "title": "Copy Office 365 Outlook Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_office365/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Office 365 Connection Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1611/1.0.1611.3104/office365/icon.png =32x32) The Office 365 connector is used to send emails as part of the Automation Kit management process" }, { "type": "create-connection", "title": "Create", "connector": "shared_office365users", "environment": "satellite-installEnvironment" }, { "name": "satellite-office365UserConnection", "type": "text", "title": "Copy Office 365 User Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_office365users/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Office 365 Users Connection Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1611/1.0.1611.3104/office365users/icon.png =32x32) The Office 365 users connector is used to query user information from the Office 365 graph" }, { "type": "create-connection", "title": "Create", "connector": "shared_powerplatformforadmins", "environment": "satellite-installEnvironment" }, { "name": "satellite-powerPlatformAdminConnection", "type": "text", "title": "Copy Power Platform for Admins Automation Connection details page link here", "startWithNewLine": false, "isRequired": true, "validators": [ { "type": "regex", "text": "Must be a valid Power Platform connection link starting with https://make.powerapps.com", "regex": "^(https://(.*?).powerapps.com/environments/)([a-zA-Z0-9\\-].*?)(/connections/shared_powerplatformforadmins/)[a-zA-Z0-9]{32,32}(/details.*)" } ] }, { "type": "html", "html": "![Power Platform for Admins Connection Icon](https://connectoricons-prod.azureedge.net/releases/v1.0.1602/1.0.1602.3056/powerplatformforadmins/icon.png =32x32) The Power Platform for Admins Automation connector is used to query information about your deployed solutions" } ] }, { "title": "Satellite Solution - Environment Variables / Settings", "visibleIf": "contains({installType}, 'Satellite solution')", "elements": [ { "type": "html", "html": "Follow [Environment Variable Setup Guide](https://learn.microsoft.com/power-automate/guidance/automation-kit/setup/environment-variables) to obtain the values for the items below", "visibleIf": "{satellite-april-2023} == false" }, { "type": "html", "html": "**NOTES:**
- To import satellite solution, the user needs Azure Key Vault role of [Key Vault Secret User](https://learn.microsoft.com/en-us/azure/key-vault/general/rbac-migration#access-policies-to-azure-roles-mapping) or higher
- The Azure Key Vault (AKV) settings below should have the following format /subscriptions/{Subscription ID}/resourceGroups/{Resource Group Name}/providers/Microsoft.KeyVault/vaults/{Key Vault Name}/secrets/{Secret Name}
- As the flow owner the importing user will need **Basic User** and **Service Reader**", "visibleIf": "{satellite-april-2023} == false" }, { "type": "html", "html": "**NOTES:**
- For the April 2023 release or later Azure Key Vault is no longer required for install
-The Azure Application Id will be used to get solution artifacts in the Automation Manager
- The Application Id will be added as Application User and added to role **Desktop Flow Definition Admin**", "visibleIf": "{satellite-april-2023} == true" }, { "type": "html", "html": "Follow [Environment Variable Setup Guide](https://learn.microsoft.com/power-automate/guidance/automation-kit/setup/environment-variables) to obtain the values for the items below **except** Azure Key Vault environment variables (AKV Client Id, AKV Client SecretAKV Tenant ID Secret) which are no longer required", "visibleIf": "{satellite-april-2023} == true" }, { "name": "satellite-tellMeMore", "type": "boolean", "title": "Tell me more about each variable", "isRequired": false, "default": false }, { "name": "satellite-azureKeyVaultClientId", "type": "text", "title": "AKV Client Id Secret", "isRequired": true, "visibleIf": "{satellite-april-2023} == false" }, { "type": "html", "html": "Only required for March 2023 or earlier release. Contains the value of the Azure Key Vault Url that stores the Client Id of the Azure Application", "visibleIf": "{satellite-tellMeMore} == true && {satellite-april-2023} == false" }, { "name": "satellite-azureKeyVaultClientSecret", "type": "text", "title": "AKV Client Secret Secret", "isRequired": true, "visibleIf": "{satellite-april-2023} == false" }, { "type": "html", "html": "Only required for March 2023 or earlier release. Contains the value of the Azure Key Vault Url that stores the Client Secret of the Azure Application", "visibleIf": "{satellite-tellMeMore} == true && {satellite-april-2023} == false" }, { "name": "satellite-azureKeyVaultTenantIdSecret", "type": "text", "title": "AKV Tenant Id Secret", "isRequired": true, "visibleIf": "{satellite-april-2023} == false" }, { "type": "html", "html": "Only required for March 2023 or earlier release. Contains the value of the Azure Key Vault Url that stores the Tenant Id of the Azure Application", "visibleIf": "{satellite-tellMeMore} == true && {satellite-april-2023} == false" }, { "name": "satellite-automationCoEAlertEmailRecipient", "type": "text", "title": "Automation CoE Alert Email Recipient", "isRequired": true }, { "type": "html", "html": "The email address where operational reports and alerts should be sent to, for this environment.", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-automationProjectAppId", "type": "text", "title": "Automation Project App Id", "isRequired": true }, { "type": "html", "html": "Enter the Automation Project app Id of the Power Apps that is deployed with the main solution (main environment)", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-desktopFlowsBaseUrl", "type": "text", "title": "Desktop Flows Base URL", "isRequired": true }, { "type": "html", "html": "Follow the steps in [Desktop flows base url steps](https://learn.microsoft.com/power-automate/guidance/automation-kit/setup/environment-variables#steps-to-get-the-desktop-flow-base-url)", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-environmentId", "type": "text", "title": "Environment Id", "isRequired": true }, { "type": "html", "html": "Use Session details to find this value from current environment that you're importing into (satellite)", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-environmentName", "type": "text", "title": "Environment Name", "isRequired": true }, { "type": "html", "html": "Display name of the current environment (satellite)", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-environmentRegion", "type": "text", "title": "Environment Region", "isRequired": true }, { "type": "html", "html": "Region of the satellite. Can be found in the Power Platform admin center", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-environmentUniqueName", "type": "text", "title": "Environment Unique Name", "isRequired": true }, { "type": "html", "html": "Use Session details to find this value from the current environment that you're importing into (satellite) Also must add .crm to the end of the string. Example: unq08ed139e532b4edc8f38851fd1bb3279.crm. Please note that the extension 'crm', 'crm[x]', and more. is region dependent. See [datacenter regions](https://learn.microsoft.com/power-platform/admin/new-datacenter-regions)", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-environmentUniqueNameMain", "type": "text", "title": "Environment Unique Name (Automation Kit Main)", "isRequired": true }, { "type": "html", "html": "Use Session details to find this value from **Main**. Also must add .crm to the end of the string. For example: unq08ed139e532b4edc8f38851fd1bb3279.crm. Please note that the extension 'crm', 'crm[x]', and more. is region dependent. [See datacenter regions](https://learn.microsoft.com/en-us/power-platform/admin/new-datacenter-regions)", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-environmentUrl", "type": "text", "title": "Environment Url (Satellite Environment)", "isRequired": true }, { "type": "html", "html": "Open a new tab and then sign in to the [Power Platform admin center](https://aka.ms/ppac).", "visibleIf": "{satellite-tellMeMore} == true" }, { "name": "satellite-flowSessionTraceRecordOwnerId", "type": "text", "title": "Flow Session Trace Record Owner Id", "isRequired": true }, { "type": "html", "html": "This is the UserID (GUID) from the Users table inside the satellite environment for the admin account. Select Tables under Data on the left > User > Data. Change the view to 'All columns'. Find the Auto CoE Admin account that is importing solution, and then copy the value under User.", "visibleIf": "{satellite-tellMeMore} == true" } ] }, { "title": "Satellite Solution - Options", "visibleIf": "contains({installType}, 'Satellite solution')", "elements": [ { "type": "boolean", "name": "satellite-storeFlowScript", "isRequired": true, "valueTrue": "Yes", "valueFalse": "No", "title": "Store the extracted Power Automate Desktop script in Dataverse?" }, { "type": "html", "visibleIf": "{satellite-storeFlowScript} == true", "html": "Will store Desktop flows definition script inside the Desktop Flow Definition table. This field could contain sensitive information" }, { "type": "html", "visibleIf": "{satellite-storeFlowScript} == false", "html": "Will NOT Desktop flows definition script inside the Desktop Flow Definition table. NOTE: This field could contain sensitive information" }, { "type": "boolean", "name": "satellite-activateAllCloudFlows", "isRequired": true, "title": "Enable satellite flows?" }, { "type": "html", "visibleIf": "{satellite-activateAllCloudFlows} == true", "html": "Will enable Cloud flows that are included in the Automation Kit Satellite solution" }, { "type": "boolean", "name": "satellite-createApplicationUser", "isRequired": true, "title": "Create the Azure app id as a Dataverse Application User?" }, { "type": "html", "html": "From April 2023 release an later an Azure Application Id is required. You can check the created application in Azure Portal for the Azure Application Id", "visibleIf": "{satellite-april-2023} == true" }, { "name": "satellite-azureAppName", "type": "text", "title": "Azure Application Name to register?", "isRequired": true }, { "type": "text", "name": "satellite-azureAppId", "isRequired": true, "title": "What is the Azure Application Id to register as Application User?" } ] }, { "visibleIf": "contains({installType}, 'Satellite solution')", "elements": [ { "type": "html", "html": "Use the download button below to obtain your satellite configuration file that will be used to customize your deployment" }, { "type": "download-task", "title": "Download results", "text": "Download", "name": "downloadResults", "fileName": "automation-kit-satellite-install.json", "filter": "satellite" } ] }, { "title": "Scheduler Solution - Prerequisites", "name": "prereqTest1", "visibleIf": "contains({installType}, 'Scheduler solution')", "elements": [ { "type": "checkbox", "name": "prereqTest-scheduler", "title": "Verify that the following has been setup for the environment you will install the Automation Kit Scheduler solution", "choices": [ "You have have environment administrator rights so we can enable [PowerApps component framework feature](https://learn.microsoft.com/power-apps/developer/component-framework/component-framework-for-canvas-apps#enable-the-power-apps-component-framework-feature)", "I DO NOT have environment administrator rights", "The [Power Apps Component Framework feature](https://learn.microsoft.com/power-apps/developer/component-framework/component-framework-for-canvas-apps#enable-the-power-apps-component-framework-feature) has been enabled in the environment", "The [Creator Kit](https://appsource.microsoft.com/product/dynamics-365/microsoftpowercatarch.creatorkit1) has been installed in the environment", "'Power Apps Per User', 'Per App' or 'Pays as you go' license for users who will be Administrators, Contributors or viewers of Automation Projects" ] }, { "type": "html", "visibleIf": "contains({prereqTest-scheduler}, 'I DO NOT have environment administrator rights')", "html": "You will need to have have an environment admin enable PowerApps component framework feature. If you have PowerApps component framework feature enabled you do not need environment administrator rights." }, { "type": "boolean", "name": "isSystemCustomizer", "visibleIf": "contains({prereqTest-scheduler}, 'I DO NOT have environment administrator rights')", "title": "Are you a member of the System Customizer role for the environment?" }, { "type": "html", "visibleIf": "contains({prereqTest-scheduler}, 'I DO NOT have environment administrator rights') and {isSystemCustomizer} = false", "html": "You will need need to have a minimum of System Customizer to import the Automation Kit solution" } ] }, { "title": "Scheduler Solution", "visibleIf": "contains({installType}, 'Scheduler solution')", "elements": [ { "name": "scheduler-download", "type": "boolean", "title": "Downloaded **AutomationKitScheduler_*_managed.zip** managed solution from [https://github.com/microsoft/powercat-automation-kit/releases](https://github.com/microsoft/powercat-automation-kit/releases) ", "isRequired": true }, { "name": "scheduler-import", "type": "boolean", "title": "[Imported solution](https://learn.microsoft.com/power-apps/maker/data-platform/import-update-export-solutions) into environment.", "isRequired": true } ] } ] }