For this installation, Administrator or Super Administrator permissions in Brightspace at the Organization level are required.

TABLE OF CONTENTS

• I. Register the tool
• II. Register the deployment
• III. Create an OAuth app for the user
• IV. Create an OAuth app for the admin
• V. Create links
• VI. Add Portflow to the nav bar
• VII. Adjust assignment end date settings
• VIII. Adjust email access
• IX. Default language
• Overview of information to send to Drieam
• Add user sync (optional)
  • VIII Add new role
  • IX Add new user

I. Register the tool

1. Go to Admin Tools > Manage extensibility > LTI Advantage 

2. Click Register Tool

3. Select Standard

4. Fill out the fields

   1. Name: e.g., Portflow

   2. Description: e.g., The student-owned portfolio solution by Drieam

   3. Domain: 
       EU Hosting 
      https://app.portflow.app
       AU Hosting 
      https://au.portflow.app

   4. Redirect URLs: 
       EU Hosting 
      https://app.portflow.app/lti/launches
       AU Hosting 
      https://au.portflow.app/lti/launches

   5. OpenID Connect Login URL:
       EU Hosting 
      https://app.portflow.app/lti/open_id
       AU Hosting 
      https://au.portflow.app/lti/open_id

   6. Keyset URL:
       EU Hosting  
      https://app.portflow.app/lti/keypairs
       AU Hosting 
      https://au.portflow.app/lti/keypairs

   7. Extensions: 

      1. Assignment and Grade Services

      2. Deep Linking

      3. Names and Role Provisioning Services

   8. Roles: 

      1. Send Institution Role

   9. Substitution Parameters

      resource_link_title	$ResourceLink.title
      resource_link_history	$ResourceLink.id.history
      course_offering_title	$CourseOffering.title
      course_offering_label	$CourseOffering.label
      user_email	$Person.email.primary
      user_sourced_id	$Person.sourcedId

   10. Click register.

5. Communicate the Registration details with Drieam.

II. Register the deployment

1. Go to Admin Tools > External Learning Tools > LTI Advantage

2. Click New Deployment

3. Select the tool Portflow (tool name), the rest should be filled out automatically

4. Under security settings, check:

   1. Org Unit Information

   2. User information (and all descendants)

   3. Link information (and all descendants)

   4. Classlist including users not known to this deployment

5. Under Make tool available to, add the organization and all descendants (even if just available to 1 department)

6. Click Create Deployment

7. Communicate the Deployment Id with Drieam.

III. Create an OAuth app for the user

1. Go to Admin Tools > Manage Extensibility > OAuth 2.0

2. Click Register an app

3. Fill out the fields

   1. Application name: Portflow

   2. Redirect URI:
       EU Hosting 
      https://app.portflow.app/lti/oauth2/callback
       AU Hosting 
      https://au.portflow.app/lti/oauth2/callback

   3. Scope: core:*:*

4. Accept the terms 

5. Click Register

6. Communicate the Client ID and Client Secret with Drieam

IV. Create an OAuth app for the admin

As Brightspace only allows for one callback URL per application, there needs to be another application for admin access to file submissions from course assignments.

1. Go to Admin Tools > Manage Extensibility > OAuth 2.0

2. Click Register an app

3. Fill out the fields

   1. Application name: Portflow Admin

   2. Redirect URI:
       EU Hosting 
      https://app.portflow.app/admin/oauth2/callback
       AU Hosting 
      https://au.portflow.app/admin/oauth2/callback
      

   3. Scope: core:*:*

4. Accept the terms

5. Click Register

6. Communicate the Client ID and Client Secret with Drieam

V. Create links

We’ll create 2 links to integrate Portflow in Brightspace, a launching link and an insert stuff link to submit Portflow snapshots in assignments.

1. Go to Admin Tools > External Learning Tools > LTI Advantage

2. Open Portflow

3. Click View Links at the bottom of the page

4. Click New Link

5. Fill out the fields

   1. Name: Portflow Launch

   2. URL:
       EU Hosting 
      https://app.portflow.app/lti/launches
       AU Hosting 
      https://au.portflow.app/lti/launches

   3. Description: Launch Portflow in Brightspace

6. Select Type: Basic Launch

7. Click Save and Close

8. Click New Link

9. Fill out the fields

   1. Name: Portflow

   2. URL:
       EU Hosting 
      https://app.portflow.app/lti/launches
       AU Hosting 
      https://au.portflow.app/lti/launches

   3. Description: Insert a Portflow snapshot

10. Select Type: Deep Linking Insert Stuff

11. Click Save and Close

VI. Add Portflow to the nav bar

1. Go to Admin Tools > Navigation & Themes > Custom Links

2. Click Create Link

3. Name: Portflow
   Or any other name. It is also possible to add emoji, or symbols like ⎈.

4. URL: Insert Quicklink > External Learning Tools > Portflow Launch

5. Copy the generated URL (e.g. /d2l/common/dialogs/quickLink/quickLink.d2l?ou={orgUnitId}&type=lti&rcode=XXXX&srcou=6606&launchFramed=1&framedName=Portflow) and communicate it with Drieam.

6. Behaviour: Same Window

7. Description: Access your portfolio

8. Icon: e.g., the icon available at Drieam

9. Availability: select Share with child org units

10. Click Save

11. Go to Navbars

12. Open the desired Navbar and add the link via Add Links > select Portflow.

13. Click Save and Close

VII. Adjust assignment end date settings

1. Navigate to Config Variable Browser > Tools > Dropbox > EndDateDefaultType

2. At Override values, choose 'visible with submission restricted' for the Org unit which will use Portflow. This will make sure students are able to import their submissions into Portflow after the deadline has passed. 
   ! If you choose 'visible with access restricted' or 'hidden', students are not able to import their submitted assignments into Portflow once the deadline has passed

3. Click Save

VIII. Adjust email access

1. Navigate to Config Variable Browser > Tools > Classlist > DisplayEmail
2. At Override values, choose 'on' for the Org unit (e.g. 6606) which will use Portflow.
   This will make it possible to send email notifications to users that have not yet launched Portflow, e.g. when distributing Portflow templates.
3. Click Save

IX. Default language

The default language for Portflow has to be set by Drieam. This is the language that will be shown to users who have their Brightspace account set to any language other than the list of supported languages. Let Drieam know what your primary (default) language and secondary language(s) should be. The default language cannot be changed.

Overview of information to send to Drieam

Please send the following information from the steps above to support@drieam.com:

1. Registration details (step I)
   • Client ID
   • Instance URL
   • Brightspace Keyset URL
   • OpenID Connect Authentication Endpoint
   • Brightspace OAuth2 Access Token URL
2. Deployment ID (step II)
3. User OAuth app details (step III) 
   • Client ID
   • Client Secret
4. Admin OAuth app details (step IV)
   • Client ID
   • Client Secret
5. Nav bar Quicklink URL
6. Default language and secondary language(s)
7. Optional: sign-in info for created Portflow user as described below

Add user sync (optional)

VIII Add new role

1. Go to Admin Tools > Roles and Permissions

2. Click Create/Copy

3. Click Start Fresh (for the least amount of permissions set – most secure)

4. Fill out the settings

   1. Name: Portflow admin

   2. Description: DO NOT DELETE – Required for access to users for Portflow.

   3. Check Cascading Role

   4. Course Access Options

      1. Access inactive courses

      2. Access past courses

      3. Access future courses

   5. Leave the rest as is

   6. Click Save

5. Check the required Role Interactions

   1. Search for [...]

      1. Super Administrator and Administrator at Organization and Department levels (4 checkboxes)

   2. Impersonate [...]

      1. Super Administrator and Administrator at Organization and Department levels (4 checkboxes)

   3. Enroll [...]

      1. Super Administrator and Administrator at all levels.

   4. See External Email Addresses for [...]

      1. Super Administrator and Administrator at Organization and Department levels (4 checkboxes)

   5. Click Save

6. Click the v next to the new role and click Edit Permissions

7. Click Choose Org Unit Types and select All

8. Under Filter by Tool, select All Tools and click Apply Filter

9. Under Email, check all permissions for

   1. See External Email Address for ‘<role>’ (do this for all relevant roles that need to be found in Portflow, e.g. instructor, mentor, student, etc. )

10. Under External Learning Tools, check all permissions for

    1. Launch External Learning Tool Links

11. Under User Information Privacy, check all permissions for 

    1. See First Names

    2. See Last Names

    3. See Usernames

    4. See Org Defined IDs

    5. See Email Addresses

    6. See Middle Names

    7. Distinguish Preferred Names from Legal Names

12. Under Users, check all permissions for

    1. View the Users' Email Address

    2. See the User Management tool

    3. Search for Inactive Users

    4. Search for ‘<role>’ (do this for all relevant roles that need to be found in Portflow, e.g. instructor, mentor, student, etc.)

13. Click Save and Close

IX Add new user

1. Go to Admin Tools > Users

2. Click New User

3. Fill out the fields

   1. Legal First Name: Portflow

   2. Middle Name: Drieam

   3. Legal Last Name: Administrator

   4. Role: Portflow admin

   5. Username: e.g. Portflow.Admin and keep a note of the Username

   6. Password: check Manually set password and set a secure password and keep a note of the Password

   7. Set user as Active

   8. Click Save

4. Communicate the sign-in details (username, password and sign-in URL with Drieam and specify the corresponding environment – e.g., acceptance, testing, production).
   Make sure to never delete the user nor the role.