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How it works

The Sharepoint connector will go through all configured sites belonging to an organization and index all the documents attached to that site. Note, it currently does not parse the site page contents, only the attached files.

This includes:

• Word Doc, Excel, PDF, Powerpoints, and all plaintext files like .txt, .mdx, etc.

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Setting up

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Authorization

More detailed instructions can be found following the video below.

1. Log in to azure portal for your organization.
2. Navigate to “app registrations” using the search bar.
3. Click New Registration.
4. Name it something like “RECAP Sharepoint Connector”, leave everything else as default, and click Register.
5. Under “Essentials” in the overview tab, you will find the client ID and Directory ID, save those for later.
6. Navigate to the “Certificates & secrets” tab in Azure Portal and click New client secret.
7. Fill out he description, set the expiration to 24 months, and click Add.
8. Copy the secret value in the Value column for later.
9. Navigate to the “Api Permissions” tab in the azure portal and click add a permission.
10. Click Microsoft Graph, then click on Application permissions.
11. Navigate to the “sites” permission group and select the checkbox for Sites.Read.All and click Add permissions at the bottom.
12. Finally, click Grant admin consent for <Organization name> (located next to Add a permission) and click Confirm.

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Indexing

1. Navigate to the Admin Dashboard and select the Sharepoint Connector Tile.
2. Provide the Application (client) ID, Directory (tenant) ID and Client Secret Value from steps above.
3. Select a list of sites to pull from or leave blank and click Connect to pull everything.