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Lab 01 - Tenant setup

In this lab, you will go through the following tasks:

  • Creating a new browser profile
  • Logging into the account you are going to use during the workshop
  • Creating developer environments
  • Installing the Creator Kit
  • Creating a GitHub account
  • Creating a fork of the EPPC23-ALM repository
  • Creating a codespace
  • Installing the Power Platform Tools extension
  • Connecting to the Power Platform environment

Task 1: Create a new browser profile (Microsoft Edge)

It's always good to have a separate browser profile for your work and for workshops like this. This way you can keep all of your credentials separate and not have to worry about logging out of your personal / work accounts.

  1. Open Microsoft Edge

  2. Click on the profile icon on the top left corner

  3. Hover over "Other Microsoft Edge Browsers" / "Other profiles" and then select Add Browser / Add profile

    Add new browser profile

  4. Click Add

    Add a profile dialog

    This will then open up a new browser window on your taskbar.

  5. Pin that browser window to your taskbar

  6. In the new browser window, select Start without your data

    Start without your data

  7. Then select Confirm and start browsing.

    Confirm and start browsing

    It may prompt you to configure your new browser theme. If this happens, just select Next and then Finish.

Task 2: Log on to your account

With the credentials that were provided to you, let's log into the account you are going to use during the workshop.

  1. Go to make.powerapps.com

  2. On the sign-in screen, enter the email address that was provided to you and then click Next

    Sign in screen

  3. Then enter the password and click Sign in

    Sign in screen

  4. If you're prompted to stay signed in, click Yes

    You should now be logged in and on the Power Apps Home Page.

    Power apps home page

Task 3: Create developer environments

Developer environments are very helpful when you want to try out features, they are meant to be short living environments.

For this workshop, we are going to create three different developer environments:

  • Dev: The environment where we are going to import our solution later on.
  • Test: The environment where we are going to deploy our solution to in lab four.
  • Prod: The environment where we are going to deploy our solution to in lab four.

To create developer environments, you can create them in two ways:

  1. Via the Power Platform Admin Center
  2. Via the Power Platform CLI

In this workshop, we will create the environments through the Power Platform Admin Center.

  1. Go to the Power Platform Admin Center

  2. Exit the Welcome / Tour pop up. You can do this by clicking on the X in the top right corner of the pop up screen

    Exit the Welcome / Tour pop up

  3. Click on Environments in the left navigation

  4. Click on New in the top navigation

    Environment + New for adding environments

  5. When the right-hand side dialog pops up - enter the following information:

    Field Value
    Name Dev
    Region Europe - Default
    Type Developer
    Purpose Developer environment for EPPC23

    Create new Developer Environment

  6. Click Next

  7. The next section is asking you to add Dataverse. Finally Click on Save

  8. Now do the same for the Test and Prod environments with the following information:

    Test Environment:

    Field Value
    Name Test
    Region Europe - Default
    Type Developer
    Purpose Developer environment for EPPC23

    Prod Environment:

    Field Value
    Name Prod
    Region Europe - Default
    Type Developer
    Purpose Developer environment for EPPC23
  9. Once you have created all three environments, you should see them in the list of environments. Click the Refresh button on the top navigation if you don't see them yet.

    List of developer environments

Task 4: Install the Creator Kit

The solution that we will be working with in this workshop relies on the Creator Kit as a dependency. The Creator Kit is a set of components based on Fluent UI which you can use in Canvas Apps.

The Creator Kit is not available out of the box, so we will need to install it in the Dev environment.

  1. With the Power Platform Admin Center still open, click on the Dev environment to open it

    Click on Dev Environment to open

  2. Select Resources from the top navigation bar and then select Dynamics 365 apps

    Resources and D365

  3. Click on the Install app button on the top navigation bar

    Install App button

  4. On the right-hand side popup screen, select the Creator Kit and then click Next

    Select the Creator Kit and then Click Next Screenshot

  5. Select the I agree to the terms of service checkbox and then click Install

    Install Creator Kit Confirmation

    This process may take a couple of minutes, you can refresh the page by selecting the Refresh button in the command bar at the top.

    Once the installation is complete, you should see the Creator Kit in the list of apps with the Installed Status.

    Installed Creator Kit screenshot

Task 5: Create a GitHub account

For this workshop, we are going to be using GitHub. If you already have a GitHub account, you can skip this task.

  1. Go to the GitHub website
  2. Click on Sign up on the top right corner
  3. Enter your email address (Use your personal email address) and then click Continue
  4. Create a password and then click Continue
  5. Enter a username and then click Continue
  6. Select whether you want to receive product updates or not and then click Continue
  7. Solve the puzzle to verify your account and then click Create account
  8. Enter the code that was sent to your email address and then when you've navigated to the welcome screen, click Skip personalization

You now have a GitHub account. Welcome to the community!

Task 6: Create a fork of the repository for this workshop

Now that you have a GitHub account, we are going to create a fork of the repository for this workshop. A fork is a copy of an existing repository. Forking a repository allows you to freely experiment with changes without affecting the original project.

  1. Go to the EPPC23-ALM GitHub repository

  2. Click on the Fork button on the top right corner

    Screenshot of fork button in GitHub Repository

  3. Once the "Create a new fork" page opens, review the information and then click Create Fork

    Screenshot of "Create fork" button in GitHub

    Once your have created the fork, you will be redirected to your forked repository. You can see that you are in your forked repository by looking at the top left corner of the page. It should say your-username/EPPC23-ALM forked from microsoft/EPPC23-ALM.

Task 7: Create a codespace

A codespace is a cloud-hosted development environment you can access from anywhere. It has everything you need, including a text editor, terminal, and debugger. Codespaces are powered by Visual Studio Code and run in a containerized environment. For this workshop, we are going to use codespaces to do our development.

  1. Make sure that you are in your forked repository (your-username/EPPC23-ALM) and then find and click on the <> Code button

    TODO: Add image of code button

  2. On the Code pop up, select the Codespaces tab

  3. Click Create codespace on main

    A codespace will now be created for you in a new tab. This will take a few seconds. But once it's done, you will have a fully functional Visual Studio Code environment in your browser. You can now start developing!

Open in GitHub Codespaces

Task 8: Install the Power Platform Tools extension

The Power Platform Tools extension is a Visual Studio Code extension that allows you to interact with the Power Platform from within Visual Studio Code. It is a very important component of the ALM story for the Power Platform and for this workshop.

  1. In your codespace, click on the Extensions icon in the left navigation

    Screenshot showing where teh Extensions above

  2. Search for Power Platform Tools and then click Install on the Power Platform Tools extension

    TODO: Screenshot of search for Power Platform Tools

    After installing the Power Platform Tools extension, you will be prompted to "Select File Icon Theme". Select any of the 2 options.

    With the Power Platform Tools extension installed, you can now interact with the Power Platform from within Visual Studio Code. But before we can do that, we need to connect to a Power Platform environment.

Task 9: Connect to the Power Platform environment

  1. In your codespace, click on the Power Platform icon in the left navigation

    Power Platform icon in the left navigation

    You'll more than likely see that there is "No auth profiles found on this computer". Let's create one.

    Screenshot of no auth profiles found

  2. If you don't see it open already, let's open the Terminal. Click on the Burger menu icon in the top left corner and then hover over Terminal and then click New Terminal

    Screenshot of new terminal menu

    A terminal window has now been opened for you. This is where you will write all of the following commands in this lab and in the upcoming labs as well.

  3. Type the following command in the terminal and then press Enter:

    pac auth create --deviceCode
  4. You will be prompted to use a web browser to authenticate. Copy (ctrl + c) the code that is provided in the terminal and then Ctrl + click on the link that is provided in the terminal.

    Screenshot of the terminal with the code and link

    Once you click on that link, it will open a new browser tab where you will have to paste that code into the browser and then click Next

    Note: If you are using a Mac, you can Ctrl + click on the link that is provided in the terminal and then enter the code provided.

    Enter code and click next

  5. Pick the account that was provided to you. If you can't see it on screen then log in.

    Screenshot of the account selection page

  6. Then type in your password and click Sign in

    You will then see a page asking if you're trying to sign in to Power Platform CLI - pac.

    Screenshot of the Are you trying to sign in to Power Platform CLI - pac? page

  7. Click Continue

    You'll then see a prompt confirming that you have successfully signed in to Power Platform CLI - pac. Close the browser tab and return to your codespace.

  8. Refresh the Auth Profiles section by clicking on the Refresh button next to "Auth Profiles"

    Screenshot of the Auth Profiles section with the Refresh button

    You should now see at least one auth profile. If you have more than one, you can select the one you want to use by clicking on the Select Auth Profile button next to the auth profile.

    Select Auth Profile

  9. With the correct Auth Profile, in the terminal type the following command and then press Enter:

    pac org list

    This gets a list of all the environments that you have access to. You should see the Dev environment listed as one of them. This is the one we want to eventually connect to.

    Screenshot of pac org list

  10. Take note of the Environment ID of the Dev Environment and copy it.

    Copy of Dev environment ID

  11. Then in the terminal, type the following command and then press Enter. Make sure to replace 00000000-0000-0000-0000-000000000000 with the environment id that you copied above

    pac org select --environment 00000000-0000-0000-0000-000000000000

    You should then see confirmation that you have successfully selected the Dev org for the current auth profile.

    Screenshot of pac org select confirmation

  12. To have further confirmation that you have successfully connected to the Dev environment, in the terminal type the following command and then press Enter:

    pac org who

    This command will return information about the environment that you are connected to. You should see the Dev environment listed as well as other unique information about the environment including the User email you're connected as.

    Screenshot of pac org who confirmation information

Next lab

This is the end of lab 01, select the link below to move to the next lab.

⏭️ Move to lab 02