LMS365 Installation & Configuration Guide

Picture 7LMS365 Installation & Configuration Guide

Version 3.2






Modern and Classic SharePoint Experience3

How to deploy the Course Catalog Add-in in the site (classic experience)3


About LMS365 App7

Subscribe to Alerts8

Server software requirements8

Best performance practices8

Client requirements9


Enabling Custom Scripting Option13


Creating Course Catalogs14

Managing Language Files20

Mobile App Configuration24

Managing Licenses28

Trial License28

Activate a License30

Managing Activated License36

LMS Administrators Management38

LMS Configuration43



Modern and Classic SharePoint Experience

The Modern experience in SharePoint is designed to be compelling, flexible and more performant. The modern experience makes it easier for anyone to create beautiful, dynamic sites and pages that are mobile-ready.

To learn more about the difference between the classic and modern experiences, please follow the link.

Our new LMS365 installation process delivers a modern LMS365 experience to the users. However, you can still use full classic experience by following the steps below:

  1. 1. Create the Classic SharePoint Team Site collection in the SharePoint Admin Center:


Рисунок 5


  1. 2. Download and deploy the LMS365 | Course Creator & Catalog Add-in in the App Catalog;

  2. 3. Install the LMS365 | Course Creator & Catalog Add-in (and other needed add-ins) to the Classic Team site.

For more detailed and illustrative instructions, please see the video tutorial here.

How to deploy the Course Catalog Add-in in the site (classic experience)

To install the LMS365 | Course Creator & Catalog Add-in to your App Catalog, you must follow the steps listed below:

  1. 1. Log in to the Office 365 Admin Center http://login.microsoftonline.com/ with your Administrator Account;

  2. 2. In the left-side menu you will see Admin tab, click it and then “SharePoint”:


Picture 4


  1. 3. On the left side you will see “apps”, click it followed by App Catalog (which is tenant-based) shown on the top of the page. In some cases you might have to create the Add-in Catalog before you are able to move on to the next step. For assistance creating the Add-in Catalog go here (please see Step 1 section).

  2. 4. In preparation to the installation of the LMS365.add-in file to the App Catalog you will need to upload the LMS365 add-in images also provided in the zip file “LMS365 Course Creator and Catalog” (download it from our download area). They must be uploaded to the assets library of the App Catalog. To do this click “Site Settings” followed by “Site Contents”. Click the “Site Assets” library and upload the LMS365 Images and Icon, not the “Elearningforce.CourseCatalog.App” file.

  3. 5. To upload the LMS365 | Course Creator & Catalog add-in to the App Catalog click “Apps for SharePoint” link in the left navigation bar. Click upload icon Picture 16 and browse the “Elearningforce.CourseCatalog.App” file, which can be found in the zip file (download it from our download area). Once the add-in is uploaded click edit icon Picture 17 and enter the details as shown in the table below and then click Save.






MetaData Language


Default MetaData Language

Short Description

Learning Management System for Office 365


LMS365 unites advanced learning technology with the authoring, collaboration, and social features of Office 365® to create a powerful learning management system learners already know how to use.


LMS365’s unique approach makes it easy to respond to any training need in the most efficient, effective way without programming, system integration, unwanted complexity, or technology overkill.

Icon URL


Icon Description

Learning Management System for Office 365



Publisher Name


Support URL


Image 1 URL


Image 1 Description

Course Catalog Administrator View

Image 2 URL


Image 2 Description

Course Catalog Administrator List View

Image 3 URL


Image 3 Description

Course Catalog Settings

Video URL





Picture 19

For the installation of the Add-in the user must have Tenant Administrator rights and Site Collection Administrator rights. Please note that the Add-in can be installed on Team Sites only.


After this is done, go to the Team Site you wish to install the LMS365 | Course Creator & Catalog Add-in and follow the steps below:

  1. 1. Click Settings and Add an App from the drop-down;

  2. 2. Locate the LMS365 | Course Creator & Catalog Add-in and click to install the add-in:


Picture 8


  1. 3. Click “Trust it” to enable the Add-in to function properly:


Picture 20




This guide has been written for the Tenant Administrator to install the LMS365 App and Web Parts and create a fully working solution.

For detailed information about configuring the LMS365 please consult the User Guide.


About LMS365 App

LMS365 is a collection of the tools which will enable you to create new course and training plan sites, including selected tools, in SharePoint Online. A short description of each tool is listed below.

LMS365 | Course Creator & Catalog – is the main part of the LMS365 App that brings all the tools together, it allows you to create new course and training plan sites and provides a course catalog, for this to happen it requires Full Control permissions on your tenant. It also utilises other tools such as the SCORM & AICC Player, Learning Module Builder, Quiz Builder, and Assignments & Grade Book.

LMS365 | SCORM & AICC Player – is the SCORM & AICC player for LMS365 and can be automatically included to the newly created course sites. SCORM content is a way to create pieces of online learning management material that can be shared and combined with other materials. 

LMS365 | Learning Module Builder is designed for organizing Documents, Videos, SCORM/AICC packages etc. into sequenced learning steps. Learners move to the next step only after they have completed previous one, ensuring progress and making it possible to see where they are in the learning process. There is no better way to expose learners to new concepts in the most efficient order―and to ensure learners are not confused or lost along the way.

LMS365 | Quiz Builder – is designed for creating quizzes that can be used as intermediate or final tests in the learning process. A Quiz is a type of examination consisting of several question types such as Multiple Choice, Multiple Answer, True or False, Ordering or Matching Answers, Free Text Answers, Fill Gap, Hot Spot or Short Answer. The interactivity and complexity that quizzes provide get Learners more interested and involved in the learning process.

LMS365 | Assignments & Grade Book – is designed for creating, managing, tracking and grading Assignment tasks on the course sites.


Subscribe to Alerts

You can subscribe to alerts by visiting the download area or by using the QR code showing on the left.


http://eepurl.com/5Bk79.qr.5Server software requirements

The LMS365 App has been developed to run within the Microsoft Office 365 SharePoint Online environment.



Best performance practices

Our tools associate Learner role users with members of a SharePoint group (by default, SharePoint Members Group). Due to SharePoint limitations, the maximum number of enrollments per course is 5000 users.

Our SCORM & AICC Player tool was tested with 3000 concurrent learners.

Client requirements

Brower Type


Designed to work with Internet Explorer 11


Designed to work with Internet Explorer 10


Designed to work with Internet Explorer 9


Designed to work with Internet Explorer 8 or earlier versions


Designed to work with the latest version of Firefox


Designed to work with the latest version of Google Chrome


Designed to work with the latest version of Safari





Please be advised that there is no need to manually install the Add-ins (tools) on your Tenant. After the LMS365 installation process is done, and the first Course Catalog is created, the LMS365 App with all the tools included into it will automatically be added to the App Catalog.


You can watch video tutorial to get started with the LMS365 installation process as well as follow the instructions described in this section.


To start working with the LMS365, please make sure that the following prerequisites are met:

  1. 1. The App Catalog site is created. For detailed information on how it is done, please consult Step 1 of the following article - https://docs.microsoft.com/en-us/sharepoint/use-app-catalog;

  2. 2. Custom Scripting is enabled on the Tenant level. Please see ‘Enabling Custom Scripting Option’ chapter for details.

After this is done, please follow the steps below:

  1. 1. Go to https://appsource.microsoft.com/en-US/product/web-apps/elearningforce.lms365_spfx and sign in under your Tenant Administrator account;

  2. 2. After you have clicked ‘Get it now’ button, you will need to accept the requested permissions:


Рисунок 13



Details about the Permissions for the App Authorization are documented in our Trust Center here.


  1. 3. After that, you will be suggested to install LMS365 on your Tenant and start Tenant provisioning:


Рисунок 29


  1. 4. Select necessary Region for your Tenant:


Рисунок 18


  1. 5. Then click Next button. You will presented with the following screen:


Рисунок 22


From this page you can confirm the Tenant Region or go back to select another one.



Remember that you can select Region once and could not be changed on your own initiative (only by request).


  1. 6. Before starting to use the LMS365 App, you will be required to activate the License:


Рисунок 470


We strongly recommend activating all licenses (at least their Trial version) before start working with the LMS365 in order not to have issues with the not working tools.

Enabling Custom Scripting Option

To be able to run the custom script for the correct work of the Course Catalog (creating your training), you need to have ‘Custom Script’ options enabled in the tenant settings.

To do this, follow the steps:

  1. 1. Go to the SharePoint Admin Center;

  2. 2. Select Settings;

  3. 3. Under Custom Script select ‘Allow users to run a custom script on personal sites’ and ‘Allow users to run a custom script on self-service created sites’:


Picture 2


  1. 4. Click OK button. It takes about 24 hours for the change to take effect.


For more information see the following link.

If ‘Custom Script’ is not enabled on the tenant, you will see the following message on the course/training plan creation form:


Рисунок 473



Please remember that after enabling this option and creating a new course catalog, you need to run the PowerShell commands. For the detailed information, please see Creating Course Catalogs chapter.




The Global Settings are intended to be the place from where it is possible to create Course Catalogs as well as manage Language Files, Licenses and Mobile Configuration for the whole Tenant:


Рисунок 475


By default, only Tenant Administrator has permissions to access the Global Settings. However, it is possible to assign the specific people the LMS Administrator role, which will grant them the access to the Global Settings. More details about this role please see in the LMS Administrators Management section.


To make the link to the Global Settings visible in the Admin Center for the Tenant Administrators, user with such role must go to https://lms.365.systems, and then accept the requested by LMS365 permissions.


Creating Course Catalogs

Go to the Course Catalog List section of the Global Settings to create a new Course Catalog:


Рисунок 60


Click Add Course Catalog button, and then fill in necessary information in the right-side menu:


Рисунок 61


You can choose an already existing site URL (if there are any) or specify a new one.

When choosing existing Site URL, it is possible to specify Course Catalog Administrators. Please be advised that custom scripting should be run on this site before creating the course catalog. If existing site is a classic Team site, Course Catalog and My Training Dashboard web parts will be created on modern pages.


Please be advised that it is impossible to create a new course catalog on the site where LMS365 | Course Creator & Catalog Add-in is already installed.


Please note that the LMS Administrator must be a member of the Visitors group on the root site collection in order to be able to select an existing site URL when creating a new course catalog.


Select ‘Specify a new Site URL’ option to create a new Course Catalog:


Рисунок 62


  • • Course Catalog Title – specify the title of the Course Catalog that will be displayed in the Course Catalog list and on the Course Catalog page;

  • • Site URL – is a relative address for your course catalog (by default, this field is filled in with the catalog title, but can be changed manually by the user. When the URL is auto generated, all invalid characters (such as # % & * : < > ? \ / { | } ~) are excluded;

  • • Site Template – can be Communication Site or Team Site. By default, a course catalog is created as a SharePoint communication site. Please follow the link to get more information about the communication sites;

  • • Catalog Administrators – enter user names or AD group to add users to the Catalog Administrators (by default, user who creates the catalog is specified in this field).


Please note that to add an external user to the Catalog Administrator (on Communication sites), you need to manually activate external sharing feature as it is disabled by default for the Communication sites.

To do this, please open SharePoint Online Management Shell, and then run the following commands:

Connect-SPOService -Url https://TENANT-admin.sharepoint.com

Set-SPOsite https://TENANT.sharepoint.com/sites/SITE -SharingCapability ExternalUserAndGuestSharing


For more detailed information about the external sharing on the communication sites, please follow the link.


If you add an AD Group to the site’s Owners group, it will take time (~ an hour) to grant administrators permissions to the users of this AD group.


It is impossible to specify the language (and regional settings) of the site whilst creating a course catalog, so please verify this in the Site Settings (/_layouts/15/settings.aspx) after the creation process is done.


For the correct work of the Course Catalog, please run Custom Scripting for each newly created one. To do this, please open SharePoint Online Management Shell, and then run the following commands:

Connect-SPOService -Url https://TENANT-admin.sharepoint.com -Credential admin@TENANT.onmicrosoft.com

Set-SPOSite -Identity https://TENANT.sharepoint.com/sites/SITE -DenyAddAndCustomizePages 0


After that, select the needed catalog, and in the open right-side menu choose the action to edit the course catalog:


Рисунок 63


  • • Catalog Administrators – add a new administrator or delete already added one(s);

  • • View Course Catalog – choose this action to go to the Course Catalog site. You will be redirected to the Home page, however, you can navigate to the pages with already added Course Catalog and Training Dashboard web parts:


Рисунок 1345054450


If you access the Course Catalog site for the very first time, you will be asked to Login (by clicking the Login button), and then accept the requested permissions:


Рисунок 1345054440



To let external users access LMS365 Web Parts (such as Course Catalog, My Training Dashboard, etc.) as well as to accept permissions for all users so that there will be no need to login on the first visit for them, Tenant Administrator should grant the admin consent for the whole Tenant. Please follow the link for the detailed instructions.

If ‘Users can consent to apps accessing company data on their behalf’ option is not selected in the Azure AD, Tenant Administrator must grant his consent before users can use our App.


  • • Manage Course Catalog – choose this action to go to the LMS365 Admin Center where you can create courses, training plans, etc. For detailed information, please consult the User Guide;

  • • Delete Course Catalog – choose this action to delete the course catalog. Confirm the deletion to proceed:


Рисунок 1345054439


Managing Language Files

By default, LMS365 is in English. To add translation to alternate language(s) for the LMS365, follow the steps below:

  1. 1. Go to the Settings section, followed by Language Files, and then select the needed Add-in (tool):

Рисунок 476


  1. 2. Language Settings page will open:

Рисунок 46


  1. 3. Select an alternate language in the “Select Language” drop-down (a list of all possible alternative languages is displayed):


Picture 450



  1. 4. On the opened Language Settings page type your translation for each phrase in “Custom Labels” column and click “Save”:

Picture 451



  1. 1. Click “Export” to save the language file to your local computer;

  2. 2. Edit the downloaded .xlsx file locally filling in the “Custom Values” column:


Picture 9


  1. 3. Click “Import” and select the edited language file from your local computer.

  2. 4. Translation from “Custom Values” column will be displayed in “Your choice". Click Save to save the translation.



The new translation is applied after page reload.


Prerequisite for presenting LMS365 sites in more than one language: alternate language(s) should be chosen in site collection’s Site Settings -> Language settings.

Rules of presenting LMS365 sites in different languages (specified by priority from high to lower):

  1. 1. The language preferences stored in the user profile. (It takes some time before user language preferences are applied after you change them). See link where to find these preferences.

  2. 2. If no language preference is defined in the user profile, the language preferences stored in the user's web browser are used. (You should reopen browser session if you change browser language preference). See link where to find these preferences.

  3. 3. If no language preferences are defined in the user's profile and web browser, the default site language is used.


Mobile App Configuration

In this section of the Global Settings, you can configure the Mobile App for all Learners by setting mobile app colors, default Course Catalog and language, etc.:


Рисунок 32


  • • Look and Feel – in this section you can change Mobile App colors:


Рисунок 461


  • • Dashboard Menu – in this section you can select tabs that will be displayed to all learners by default:


Рисунок 462


  • • Default Language – you can select the default language of the app for all learners or select that it will be the device language (if the app does not support such language, it will automatically be set to English):


Рисунок 463


 Learners can overwrite this settings from their devices.

  • • Default Course Catalog – set the default Course Catalog for all learners (however, they can choose another catalog from the App if available);

  • • Information Page – you can add an information page to show additional information in the App and decide whether to show it as a home page or not:


Рисунок 464


  • • Help Page Link – you can select whether to show link to the Help Center or not as well as to change its link and set your own;

  • • Open Course in a Browser – select/deselect this option to be shown in the App (to allow learners to open the training in the Browser).


Managing Licenses

Trial License

The Free App comes with the 30 days trial license included and the unlimited number of users. There is no need to obtain a license key during the trial period.

To check the status of the license, go to the Settings section of the Global Settings, followed by License Information, and then click the Information icon of the needed tool:


Рисунок 12


License information will be displayed:


Рисунок 11


  • • Start Date – shows the start date of the trial period;

  • • End Date – shows the end date of the trial period;

  • • Current number of users – shows current number of users (Learner group members in courses are counted, Visitor group members in usual sites are counted. Only unique learners are counted across each site). Current number of users is counted for all sites of the tenant;

  • • Current number of Training Packages (for SCORM & AICC Player) – shows current number of uploaded packages;

  • • License Key – displays that your License has a trial status.


Deleted/disabled in AD users are not counted in current number of users.


Activate a License

If you have received a License Key from ELEARNINGFORCE, you can enter it in the License Key field and click Activate button:


Рисунок 451


Upon successful License activation, a green check mark will appear next to the activated license.

To check the status of the license, click the Information icon next to it, followed by License Information tab. License information will be displayed:


Рисунок 15


  • • Start date – shows start date of your license;

  • • End Date – shows end date of your license;

  • • Max number of users – shows maximum number of users allowed by your license. If maximum number of users was exceeded it is possible to delete users to meet the license limitations (delete Learner from a course or delete a member of Visitors group);

  • • Current number of users – shows current number of users (Learner group members in courses are counted. Only unique learners are counted across each course). Current number of users is counted for all sites of the tenant;

  • • License key – shows last symbols of your license key.


Deleted/disabled in AD users are not counted in current number of users.


You will see a red cross next to the license as well as the following message in the License Information when license has expired:

Рисунок 28



When license for the course tool has expired, Course Administrator will see the following message on the course creation/edit form:


Рисунок 453



A warning icon is displayed next to the license in the following cases:


Рисунок 30


  1. 1. License is expiring (depending on the Notifications settings):


Рисунок 31


  1. 2. License Start Date has not come yet:


Рисунок 448


  1. 3. The maximum number of users was exceeded. You can create a report to see which users are present in the system:


Рисунок 450




When maximum number of users has been reached or license has expired, you have 14 days period for handling license issues. During this period, the system does not stop working, only a warning (depending on what has happened) appears in the Administration Back-end:


Рисунок 53

Рисунок 54


Learners could continue working with the LMS during the 14 days period. After 14 days period (if license issues have not been handled), Leaners will see the following message when trying to access the App:


Рисунок 55



Managing Activated License

After you have activated License, you can specify e-mail notification settings. In Notifications tab, you can specify whether to send e-mail notifications when maximum number of users is reached and/or number of days when license is about to expire and/or number of days after license is expired. In the first case, specify number of users in % (you can specify several number of days separated by comma; by default, 50 and 99 % are set), in the second, specify number of days before license expires (you can specify several number of days separated by comma; by default, 30, 14, 7, 1 days are set), and in the third case, specify number of days after license expires (you can specify several number of days separated by comma; by default, 0, 5, 10 days are set), and then choose user(s) who will receive notification:


Рисунок 16


In the User Administration tab, you can specify users that you want to unenroll from all courses and training plans. To do this, specify the needed user(s) and then click Unenroll button:


Рисунок 17


To download user license report, in which all users that are counted in the license will be specified, click the Create a report button. Information will be presented in the following form:


Рисунок 59


LMS Administrators Management

In this section, it is possible to manage the LMS Administrator role:


Рисунок 458


The LMS Administrator will have the same access to the content and management as the Tenant Administrator. It means that user with such role will be able to create, edit or delete Course Catalogs, edit language files, manage licenses and the LMS Configuration as well as specify the Mobile Configuration and add other LMS Administrators. However, he will not have permissions to manage the Course Catalogs until he is added to the Course Catalog Admins.

To add a new LMS Administrator, click the Add LMS Administrator button at the top of the page. In the open right-side menu select user(s) to assign the role (it is impossible to select the external users) and select whether to notify the user(s) about assigning the new role or not:


Рисунок 33


If any of the selected users does not have a specified email, you will see the following message:


Рисунок 34


After adding the users, you will see a list of them with the emails, user(s) who assigned the role as well as the date and time it was assigned:


Рисунок 454


Select the user you want to manage from the list, and then select the action in the right-side menu:


Рисунок 455


Send Email Message action is available only for the users with the specified emails. Enter subject and message, and then click the Send button to send an email:


Рисунок 456


When performing the Unassign action, you will see the following message:


Рисунок 457


A link to the Global Settings will appear in the LMS365 Admin Center:


Рисунок 459


LMS Configuration

In this section you can manage your training targeting in the Course Catalog(s):

Рисунок 468


By default, the Course Targeting setting is disabled:


Рисунок 469


Should you require Course & Training Plans targeting, you can enable this setting and use the Course Targeting feature in the Course & Training Plan creation pages. Please note that enabling Course Targeting will reduce the performance of the catalog slightly as all courses will be filtered based on the user’s permissions.

If the Course Targeting option is switched off in the Global Settings, it means that all users with the access to the Course Catalog will see all training in it, however, the access to the training site will still depend on the Target Audience specified for the training (if there is any; if no – everyone from the Course Catalog could access the training site and enroll into it).

If the Course Targeting option is switched on in the Global Settings, it means that the users will only see Courses or Training Plans in the Course Catalog that are targeted to them. Courses or Training Plans targeting can be managed during their creation process.

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