This article explains how to install and configure eformity for SharePoint 2019. Additionally, we will also describe how to export content types from SharePoint to your eformity environment.

Installing, updating & uninstalling

First, we will explain how to install, update, and uninstall eformity for SharePoint 2019. You need to download the package first.

Installing the package

You can download the eformity Template Manager for SharePoint 2019 package from the 'Downloads' page.

Installing the eformity package is done via PowerShell. The simplest way to do this is by using the SharePoint 2019 Management Shell.

To execute the installation, you need to run a few commands to deploy the package. You can copy and paste the commands below into PowerShell and execute them. Ensure that the path matches the location of your downloaded package.

Add‑SPSolution "D:\eformity.SharePoint.2019.wsp"

Install‑SPSolution -Identity "eformity.SharePoint.2019.wsp" -AllWebApplications -GACDeployment

Deploying a package can take a while. You can use the following command to check the status of the deployment and see if it is complete.

Stsadm -o Enumdeployments

Updating the package

If you want to update eformity to the latest version, you can do so with this command:

Update‑SPSolution -Identity "eformity.SharePoint.2019.wsp" -LiteralPath "D:\eformity.SharePoint.2019.wsp" -GACDeployment

Uninstalling the package

If you want to uninstall eformity, you can do so by executing the following two commands:

Uninstall‑SPSolution -Identity "eformity.SharePoint.2019.wsp" -AllWebApplications

Remove‑SPSolution "eformity.SharePoint.2019.wsp"

Configuring settings

Once you have successfully installed eformity, you can configure the settings. This includes setting the URL of your eformity environment and activating the feature.

Basic settings

To access the settings, go to 'General Application Settings' and then configure the Template Manager settings. Fill in the desired settings in the next screen and click 'OK'.

There are several fields you can configure. These different fields are explained in the table below:

Field	Description
Host	This is the URL to your eformity environment. This field is required.
API key	An API key is required to access your eformity environment. You can configure an API key in your eformity environment. This field is required.
Default site name	The site name is used when exporting content types from SharePoint to your eformity environment. Exporting content types is described under the Exporting Content Types section.
Default value mapper name	This setting allows you to configure which value mapper is used for retrieving and setting document properties in SharePoint.

Activating the feature

After the SharePoint package is installed, it can be activated at the site collection level. Only a site collection administrator can activate a feature.

To activate a feature, go to the 'Site settings' of your site and click on the 'Site collection features' link under 'Site collection administration'.

A list of available features for the current site will be displayed. Find the feature 'eformity | Template Manager' in this list and click the 'Activate' button next to it.

The feature is now activated and visible in your document libraries.

HTTPS with a Self-Signed Certificate

This step is only necessary if you connect to eformity via an HTTPS connection with a Self-Signed certificate.

If that is the case, the root certificate of the server must be set as a trusted certificate in SharePoint. SharePoint ignores trusted certificates set via Manage Computer Certificates.

A trusted certificate can be set via the Central Administration of SharePoint. Go to 'Security' and then 'Manage trust'.

On the 'Trust Relationships' tab, click 'New'. You will now be in the 'Establish Trust Relationship' window. Enter a name under 'Name' and upload the public key of the root certificate under 'Root Authority Certificate'. Click 'OK' to add the certificate.

Exporting content types

You can export content types from your SharePoint environment to your eformity environment. These content types can be used to automatically set a content type when uploading a document, presentation, etc., from eformity to SharePoint.

To export content types, navigate to the following URL. Adjust the URL to your own SharePoint environment: yourdomainname.sharepoint.com/_layouts/15/eformity/ExportContentTypes.aspx.

On the next page, click on 'Export content types' to export content types to your eformity environment.

In the next screen, you can specify which content types you want to export and which you do not. The content types are grouped by category. You can specify per content type whether you want to export it to your eformity environment.

If the checkbox is selected, the content type will be exported. If the checkbox is unchecked, it will not. With the checkbox next to the group name, for example, "Document Content Types," you can select or deselect all content types in that group at once.

Once you have selected all the content types you want to export, click on 'Export selected items'.

All selected content types are now exported to your eformity environment.