Installation Steps

Installation Overview

BRC Risk Management installs as a standard Business Central extension through Microsoft AppSource. The installation process includes app deployment, table creation, and initial data setup.

Step-by-Step Installation

1. Access AppSource

Via Business Central:

1. Open your Business Central environment
2. Search for “Extension Management”
3. Click Extension Management to open the page
4. Select Extension Marketplace or Browse Extensions

Via Web Browser:

1. Navigate to Microsoft AppSource
2. Search for “BRC Risk Management”
3. Select Dynamics 365 Business Central as the product

2. Locate BRC Risk Management

Search Criteria:

• App Name: “BRC Risk Management” or “BrightCom Risk”
• Publisher: BrightCom Solutions AB
• Category: Risk Management / Financial Management
• Version: 1.0.0.0 or later

Verification Points:

• ✅ Publisher name matches exactly: “BrightCom Solutions AB”
• ✅ App description mentions risk assessment and TIC integration
• ✅ Compatible with Business Central 26.0+
• ✅ Reviews and ratings from verified customers

3. Install the Extension

From AppSource Website:

1. Click Get it now or Free Trial button
2. Sign in with your Microsoft account (Business Central admin)
3. Select your Business Central environment from dropdown
4. Click Install to confirm
5. Review app permissions and data access requirements
6. Click Accept to proceed with installation

From Business Central Extension Management:

1. Click Install on the app listing
2. Review installation requirements and permissions
3. Click Accept to confirm installation
4. Monitor installation progress

4. Monitor Installation Progress

Installation Steps:

1. Download - App package downloaded to environment (30-60 seconds)
2. Deploy - Extension deployed to Business Central (1-2 minutes)
3. Install - Database objects created and configured (2-3 minutes)
4. Initialize - Initial data and setup records created (30 seconds)

Progress Indicators:

• Extension Management shows installation status
• Email notification sent upon completion
• Extension appears in installed extensions list

Installation Verification

1. Extension Management Check

1. Open Extension Management
2. Verify BRC Risk Management appears in the list
3. Check installation details:
   • Status: Installed
   • Version: 1.0.0.0
   • Publisher: BrightCom Solutions AB
   • Runtime Version: 15.0

2. Navigation Verification

Confirm the following navigation items are available:

Search Navigation:

• Search for “Risk” shows Risk-related pages
• Search for “Business Entity” shows entity management
• Search for “Risk Setup” shows configuration page

Menu Navigation:

• Role Explorer shows “Risk Manager” role center
• Departments → Financial Management → Risk Management

3. Page Accessibility

Test Page Access:

1. Risk Setup page opens without errors
2. Business Entity List page displays (empty initially)
3. Risk Manager Role Center loads with default layout
4. Customer Card shows Risk-related FactBox
5. Vendor Card shows Risk-related FactBox

4. Permission Verification

Test User Access:

1. Assign “BRC RISK - VIEW” permission set to test user
2. Verify user can access Risk-related pages in read-only mode
3. Test “BRC RISK - EDIT” permission for operational users
4. Confirm “BRC RISK - ADMIN” works for setup and configuration

5. Database Objects Check

The installation creates the following primary objects:

Tables Created:

• Business Entity (70000)
• Risk Setup (70004)
• Risk Watch List (70005)
• API Call Ledger (70010)
• Risk Level (70015)

Pages Created:

• Risk Setup Card (70020)
• Business Entity List/Card (70030/70031)
• Risk Manager Role Center (70050)
• Customer/Vendor extensions with TIC Company ID fields

Extensions Applied:

• Customer table extension (70000) - adds BRCTICCompanyId field
• Vendor table extension (70001) - adds BRCTICCompanyId field
• Customer Card/List page extensions with risk indicators
• Vendor Card/List page extensions with risk indicators

Post-Installation Tasks

1. Run Assisted Setup

Mandatory Step:

1. Search for “Assisted Setup”
2. Find “BRC Risk Setup” in the list
3. Click Start or Set up
4. Follow the guided configuration wizard

2. Initial Configuration

Required Configuration:

• API provider credentials and endpoint
• Risk level definitions and styling
• User permission assignments
• Notification preferences

See: Configuration Guide for detailed setup instructions

3. User Training Preparation

Prepare Resources:

• User Guide documentation
• Permission set assignments per role
• Training environment setup
• Test data for demonstrations

Troubleshooting Installation

Common Installation Issues

Extension Not Found:

• Verify Business Central version is 26.0+
• Check AppSource region availability
• Confirm user has extension management permissions

Installation Fails:

• Check environment has sufficient resources
• Verify no conflicting extensions using object IDs 70000-70099
• Review error messages in Extension Management log

Permission Errors:

• Confirm user has SUPER permission set for installation
• Check company database access rights
• Verify extension installation permissions in admin center

Incomplete Installation:

• Refresh Extension Management page
• Check for partial installation state
• Contact support if tables/pages are missing

Support Resources

If Installation Issues Persist:

• Troubleshooting Guide
• FAQ Section
• BrightCom Solutions support channels
• Microsoft Business Central support

Next Steps

After successful installation:

1. Complete Configuration - Set up API access and preferences
2. Assign User Permissions - Configure role-based access
3. Begin User Training - Start with getting started guide
4. Set up Monitoring - Create watchlists

Total installation time: 5-10 minutes. Configuration and setup: 15-30 minutes additional.