SharePoint 2016/19 Add-In Prerequisites

Before installing the AutoClassifier Add-In, ensure the following conditions are satisfied:

  • You must complete all of the General AutoClassifier Prerequisites.
  • You must have a Domain Account that is running the IIS Site:
    • This account must have the ability to run as a Windows Service as it will use the Windows servies to determine how AutoClassifier interacts with managed metadata.
  • Enter the SharePoint App (app@sharepoint) as a contributor in the SharePoint Site Settings > Term Store Management Tool

  • The (Managed Metadata Service) MMS Synchronization Service account must have Management permissions in the Managed Metadata Default KeyWord Store 
    • This is required to synchronize terms/termsets that are created in the AutoClassifier Admin site:

  • The AutoClassifier Engine must be installed and configured.
  • A web server certificate must be installed.
  • The latest Windows updates must be installed.

The following values are required for the installation of the AutoClassifier SharePoint Add-In web application. These values are obtained throughout the prerequisite and installation steps. For a successful installation, BA Insight suggests that you copy the following text into a Notepad document and update the values as they are presented.

  • AutoClassifier Engine Service URL:
  • SharePoint Site Collection URL:
  • Issuer ID:
  • Client Signing Certificate Number:
  • Client ID:
  • Client Secret:
  • Addin Title:

for more information, refer to the following topics: