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PDF Converter for SharePoint Online

1Install the PDF Converter for SharePoint Online app

Prerequisites Before Deployment

Before deploying the Muhimbi SharePoint Framework Extension, ensure you have the following:

• Set the execution policy for external scripts:`Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope Process -Force`.
• To enable custom scripts, you need either the SharePoint Online Management Shell or the "Microsoft.Online.SharePoint.PowerShell" module (not both). This script requires the "Microsoft.Online.SharePoint.PowerShell" module.
• Windows Administrator Privileges: You need administrator privileges on your Windows machine to run the installer (EXE).
• Global Administrator Privileges: Ensure you have global administrator (or tenant administrator) privileges in your SharePoint Online Tenant.
• App Catalog: Confirm that your tenant has an app catalog. If you do not have one, follow https://learn.microsoft.com/en-us/sharepoint/use-app-catalog to create an app catalog

Download PDF Converter

Please contact our support team for assistance with the installation packages.

Installing

To install PDF Converter for SharePoint Online, follow the instructions outlined in the next sections:

1. Download the installation archive and unarchive it to the folder of your choice
2. In that folder, find and run the"PDF Converter for SharePoint Online deployment script.Ps1"file and the"muhimbi-pdf-converter-spfx-app.sppkg"file.

3. In the PowerShell window, press 1 to perform a fresh installation.
4. In the next step, the installer will ask where you want to upload the app.
5. Press 1 to upload the app in the tenant app catalog.
6. Press 2 to upload the app in a site app catalog.
   1. Select the appropriate option based on your deployment needs, and provide the corresponding URL to proceed. To follow along with this guide, press 1.
   2. You’ll then be prompted to authenticate to your Microsoft 365 tenant and grant consent on behalf of your organization to run PnP PowerShell. If you already have PnP PowerShell installed, you won’t receive the consent prompt.
   3. Note: If the admin presses Accept without granting consent on behalf of your organization, the installation will still complete without a problem.

7. Once you’ve provided consent, the script will automatically upload the SPFx app to the tenant app catalog. You’ll then be prompted with the question Do you want to deploy the app to all sites in the tenant?
   1. To follow along with this guide, choose [Y] Yes to make the app available to all sites in the tenant.

8. The error message you’ll see in the PowerShell prompt is a known issue.
   1. Navigate to webApiPermissionManagement and grant the necessary permissions.
   2. Navigate to the following URL and approve the permissions:
      `https://[yourtenant]-admin.sharepoint.com/_layouts/15/online/AdminHome.aspx#/webApiPermissionManagement`.

9. You’ll then be prompted with the question Do you want to create a page and add the Muhimbi Features web part to all site collections?
   1. Select [Y] Yes It will add the WebPart to all the site collections.

Note: If you encounter the error message on some site collections `Failed to create web part page: Object reference not set to an instance of an object`, there's no need to worry. This simply indicates that the web part cannot be added to a classic site collection.


10. You’ll now have the Convert to PDF action available in your site collection.
    1. Select a document and click the Convert to PDF button in the list view command set or in the content menu.
    2. You’ll be prompted to provide consent on behalf of your organization. Press Accept.

11. Once the permission is successfully granted, you’ll be prompted to sign up for the trial. After signing up, you’ll receive a confirmation email in your inbox to activate the trial.

2Advanced knowledge base

• Installing the PDF Converter for SharePoint Online Workflow Actions →
• Explore additional capabilities of PDF Converter for SharePoint Online →
• Converting scanned images and PDF files into searchable documents →
• Populating PDF forms from SharePoint lists →
• Use the PDF Converter for SharePoint Online Workflow Actions →
• How to elevate App privileges to access advanced Features →
• Enabling real-time watermarking on Modern View libraries →
• Associating an existing Muhimbi Online subscription when signing up for a Services Online account →