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KanBo Installation
- KanBo Installation on Office 365 and Azure (Manual)
- KanBo On-Premises Installation Requirements and Prerequisites
- KanBo Installation for On-Premise SharePoint 2019
- Creating and Updating the Elastic Cloud Deployment
- Creating a Linux Based Virtual Machine on Azure for Elastic Search
- Installing and Configuring Elastic Search on Debian
- Creating a Windows Virtual Machine on Azure for Elastic Search
- Installing and Configuring Elastic Search on Windows
- How to Create a X.509 High-Trust Certificate
- KanBo Setup
- KanBo Modern Webpart Installation
- Uninstall KanBo from Office 365
- Supported Browsers
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KanBo Updates
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Additional Components
- Setting Up KanBo Email Notifications on Azure
- Setting Up KanBo Email Notifications (On-Premise)
- KanBo Outlook Add-in Installation (O365)
- Send Email to KanBo - Installation (Cloud)
- Send Email to KanBo - Installation (On-Premise)
- Enabling Email a Card Message
- KanBo and Microsoft Power Automate integration: Installation
- KanBo and Microsoft Power Automate Integration: Activation
- Installation of KanBo MyBoard Synchronization with Outlook Calendar and Outlook Tasks
- Installation of the Autodesk BIM Plugin for KanBo
- KanBo and UiPath Integration: Configuration
- Nintex Integration Installation
- KanBo API for Developers
- KanBo External User Groups (Active Directory Integration)
- KanBo Mini Application Installation
- Plugin for Adding Users to KanBo / Sharepoint When They First Enter it
- SharePoint Profiles Synchronization
- SharePoint Site Collection Balancing and Admin Warnings
- Sync Targets
- Installation of the KanBo Teams App
- Setting up BIM Sync as a WebJob
- Configuring KanBo for OData Integration in PowerBI Desktop
- KanBo Powershell Comandlets
- Show all articles ( 3 ) Collapse Articles
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Tips & Tricks
- Configure How Documents Should Be Opened from KanBo
- Customize KanBo Background Images and KanBo Colors
- Disable Sleeping Tabs in Browsers
- Disable/Enable Public Boards Creation
- Find Out the Certificate Expiration Dates On-Premise
- Get KanBo ID
- How to Change the Help URL in Your KanBo
- Import Users to KanBo
- Renew Certificate for KanBo Graph Installation
- Show KanBo Version
- Removing Syncing of Profile Pictures in the Profile Sync job
- Creating and Customizing the Profile Sync WebJob
- KanBo Configuration for Microsoft Azure Cloud GCC High Environment
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Troubleshooting
- KanBo Error: 401 (On-Premise Installation)
- KanBo Error: 403 (On-Premise Installation)
- KanBo Error: Cannot Open Database
- KanBo Error: User Authentication Postback Failed (On-Premise Installation)
- Migrate Boards between Office 365 Groups
- Replace Expiring Client Secret
- Granting Access to Logs of an Azure-hosted KanBo Web App
KanBo Installation for On-Premise SharePoint 2019
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1. Prerequisites
Important:
- You can see the prerequisites which need to be fulfilled for the KanBo On-Premise installation in the following article.
- Please request the latest KanBo Installation Files at support@kanboapp.com
You should choose the SharePoint Web Application where the most content (like Documents) is stored within your SharePoint Farm to create a new Site Collection from the Team Site Template inside of it. That way KanBo will be able to reuse most of your existing information without duplicating content.
2. Register a new App Identifier in SharePoint
Create a new app registration in Sharepoint by heading to Your-SP-URL/_layouts/15/appregnew.aspx
- Click on Generate Client id
- Click on Generate Client secret
- Title – KanBo
- App Domain – domain of Your KanBo app (no https:// etc.)
- Redirect URI – the URL of Your KanBo App
- Click on “Create”


Please make sure You save the above confirmation message for later usage.
3. Register the (Self-Signed) Certificate in SharePoint
A self signed certificate is required for authenticating the KanBo-Sharepoint communication. To create the certificate and register it in Sharepoint, run the following command in Powershell as an administrator
$cert = New-SelfSignedCertificate -DnsName "kanbo-cert" -CertStoreLocation "cert:\LocalMachine\My" -NotAfter (Get-Date).AddYears(20)
[System.Convert]::ToBase64String($cert.Export("cert")) > test.cer
$cert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2(Resolve-Path test.cer)
$realm = Get-SPAuthenticationRealm
New-SPTrustedSecurityTokenIssuer -cert $cert -name kanbo-hightrust -RegisteredIssuerName "kanbo-hightrust@$realm" -IsTrustBroker
New-SPTrustedRootAuthority -Name 'kanbo-cert' -Certificate $cert
It's important to note that this command will create a .cer certificate in the path You are on in the Powershell console. Please make sure to navigate out of system32 first before running the command.
Running this command should give You this output:

There are important outputs here that need to be saved. Those are:
- The thumprint of the “kanbo-cert” certificate
- The ID of this certificate (present under the “DisplayName” variable)
They will be used in the next step
4. Install KanBo
"ConnectionStrings": { "KanBo": "Data Source=IP,1433;Database=DB-NAME;User ID=USERNAME;Password=PASSWORD;Trusted_Connection=False;Encrypt=True;Connection Timeout=30;TrustServerCertificate=true;MultipleActiveResultSets=True" },You need to:
- Change “IP” to the IP address of Your SQL Server
- Change “NAME” to an SQL Server login
- Change “PASSWORD” to the password of the used Login
- Change “DB-NAME” to the name You wish for Your database to have (“KanBo” is recommended)
"load-packages", { "type": "auth-by-login", "issuer": "sp" }, { "type": "package", "name": "kanbo" }, "identity-source", { "type": "auth.sharepoint", "client-id": "CLIENT-ID", "issuer-id": "ISSUER-ID", "sp-host-url": "SP-URL", "signer": { "key": "thumbprint", "store-location": "localmachine", "store-name": "my", "type": "x509-store", "valid-only": false, "value": "THUMBPRINT" } }, "sp-web", { "type": "security-group-sync-target.sharepoint", "attach-on-group-create": true }, "security-group-sync-target.sharepoint-external-site-collection", { "type": "docsource.sharepoint", "event-listener": { "type": "soap11" } }, "doc-template-source.sharepoint", "add-sharepoint-login-to-public-board", { "type": "users-source.sharepoint", "sid-source": { "type": "ad" } }, "setup-permissions.sharepoint", "website-search.sharepoint", { "type": "sp-app", "url": "sharepoint-appfile" }, "require-user-account", "sp-subsite", "board-installer.sharepoint", { "type": "template-files", "path": "TEMPLATE-PATH" },
List of values to be changed in this section:
- CLIENT-ID – client-id of the Sharepoint App Registration
- ISSUER-ID – needs to be changed to the ID that’s shown in the output of certificate creation
- SP-URL – The URL of Your Sharepoint Site
- THUMBPRINT – the thumbprint of the created and registered certificate
- TEMPLATE-PATH – a path to a folder that will hold temporary template files
Two important things need to be noted here. First, the folder specified in the TEMPLATE-PATH should not be in the root folder of the KanBo app and should be created outside of it. Secondly, if You are proficient with Sharepoint, You can create a Sharepoint site to host Your KanBo App from and then using the URL of this site (http://contoso.com/sites/kanbo for example) as SP-URL.
5. Set up a website in IIS
Begin by opening IIS, going to Sites and clicking on “Add website…”

Name the site “KanBo” and fill out the rest of the information in accordance with how Your domain should be set up.
After You’ve created the site, double click it’s name.

Head to Authentication

Make sure both the “Anonymous Authentication” and “Windows Authentication” are enabled.
Next, head to Application Pools and find the Application Pool of Your KanBo app

Select it and click on “Advanced Settings”

Change “Load User Profile” to true from the dropdown menu, then click on the three dot menu for “Identity”


Change the identity to “Custom account” then use the login and password of the server administrator account.
Press OK to all the opened windows to save
6. Set Permissions on the KanBo Installation directory
The KanBo app needs write access to the folder it hosts itself from. To do that, right click the KanBo folder and go into properties

Click on “Edit”

Now we will be adding a new permission


Click on “Locations” and change the location to Your whole server

Type “IIS AppPool\KanBo” as Your object name. After clicking “Check Names”, the application pool of Your KanBo app will be eligible to have permissions granted on this folder.
IIS AppPool\KanBo is both case and space sensitive. Please write it out with all the spaces and with correct letter cases

Grant the KanBo Application Pool all the permissions and save the app.
7. Distribute the app in SharePoint
First, You will need to get the “kanbo.app” file. Head to https://YOURKANBOURL/plugins/sharepoint-appfile/kanbo.app
This will download a kanbo.app file automatically
Next, distribute kanbo.app on Your Sharepoint site. Head to Your App Catalog site (in our case it’s contoso.com/sites/kanboapp)


Click on “Distribute app for Sharepoint” and upload the kanbo.app file
8. Add the app to SharePoint
After distributing the kanbo.app to Sharepoint You have to add it to Your Sharepoint site. Open your SharePoint Page, where you want to add KanBo (we use: portal.contoso.com) and click on the gear icon in the top right and select “Add an app”
Among the available applications You should see the KanBo app, which can not be added at the moment.
Click on Find out why.
Click on Request approval.
In the pop-up window click the Request button.

The App request is now pending and needs to be approved

Open your app catalog click “App Request” on the left side

Click on “KanBo” and approve the app

The KanBo App is now approved.

Head back to the app to the “Add an app” menu, click on the “KanBo” app and click “trust it”

9. Run KanBo Setup
Now we can run the KanBo Setup by opening the page: https://kanbo.kdomain12.local/setup and follow the steps from the setup instructions.
10. Configure KanBo Search
Install and configure Elastic Search, after which You will be establishing connection to it in KanBo.
Installation and configuration manual on Windows:
https://help.kanboapp.com/en/devops/installing-and-configuring-elastic-search-on-windows/
Installation and configuration manual on Linu (Debian):
https://help.kanboapp.com/en/devops/installing-and-configuring-elastic-search-on-debian/
11. Configuring KanBo Resource Management
To configure the Resource Management module for KanBo, a separate package for Resource Management is required.
First, You need to set up the Resource Management site in IIS in the same fashion as the KanBo app. After doing so, find this section in the KanBo appsettings.json:
/*RESOURCE MANAGEMENT*/ { "type": "auth.oauth", "issuer": "rmkanbo", "children": [ [ "cert", { "key": "thumbprint", "store-location": "localmachine", "store-name": "my", "type": "x509-store", "valid-only": false, "value": "THUMBPRINT" } ]/* client will go here */ ] }, { "type": "resource-mgmt", "issuer": "rmkanbo", "rm-uri": "https://RM-URL/api", "children": [ [ "cert", { "key": "thumbprint", "store-location": "localmachine", "store-name": "my", "type": "x509-store", "valid-only": false, "value": "THUMBPRINT" } ] ] },
Replace every “THUMBPRINT” with the same certificate thumbprint You used in the “auth.sharepoint” section. Replace “RM-URL” with the URL of Your Resource Management app.
After saving, restart the App Pool of the KanBo app, then go to YOURKANBOURL/auth/rmkanbo/newclient
You will be presented with a page that looks like this

There are two parts here. The “Client config” part that goes into the appsettings.json of the KanBo App, and the “OAuth2 config” which goes into the appsettings.json of the Resource Management app.
For the KanBo side, You can find this comment in the appsettings.json:
/* client will go here */
Replace it with a comma, and then paste the Client config.

Couple of things to note, the “client” variable needs to have it’s name changed to “id”, the “url” value has to have the url of Your Resource Management app, and the “name” value needs to have something indentifiable written in it (like “My KanBo Resource Management”)
As for Resource Management’s appsettings.json, You need to copy the connection string from Your KanBo appsettings.json to the Resource Management appsettings.json. After doing so scroll to the bottom of the Resource Management’s appsettings.json and find the empty “ClientId” and “ClientSecret” variables. Paste the “OAuth2 config” Client Id and Client Secret inside of their quotation marks. Also make sure to change the URLS to the URL of Your KanBo app.
After all the appsettings.json files have been configured and saved, restart both apps, starting with the resource management app first
After both apps are up and running, go to the setup page of Your KanBo. You will find a new “Resource Management” tab there

You should be presented with 4 checks passing and one check failing, being the Schema Validation check. If You experience any other results, please check if You pasted everything correctly
Next, click on “Initialize RM content database”.
If every check shows as “PASSED”, You have now succesfuly connected the KanBo App to the Resource Management App!
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