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Install from the App Library

Distributor steps for finding, installing, scheduling and uninstalling apps from the App Library dashboard in Encompass. Needs the Install Applications permission and v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • Users looking to install apps will need the Install Applications permission in order to access the App Library dashboard and install an app.

Steps

How to install an app

1. Using Universal Search, navigate to theApp Library dashboard
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2. Select an app for installation. Search options include:

  • By keyword in the ‘Search the App Library’ field
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  • By category in the Categories tab
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  • By browsing the full list of All Apps
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3. Click to select an app
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4. Click the ‘Install’ button
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5. Enter values to all required and applicable optional fields displayed and check the User Agreement checkbox
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6. Click the Install’ button
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7. Start using the app and interacting with its components.

How to uninstall an app

1. Using Universal Search, navigate to theApp Library dashboard
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2. Click the My Apps tab
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3. Click to select the app you want to uninstall
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4. Click the Uninstall button

Fields And Definitions

  • App - a collection of prebuilt components and settings that can be installed
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  • Component - the tools within an app that are enabled on the site upon installation (e.g. dashboards, reports, API commands, etc.)
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  • Schedule - the frequency with which an app’s components will run

Best Practices

When setting the schedule on an app, consider the developer-recommended schedule (this is shown on the Create Schedule pop-up window when creating or editing the schedule)
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  • To start using dashboards or tables on the app, click the links on the app from the My Apps tab

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