If you are using SharePoint to manage your content and wish to integrate it with SearchAssist to make your existing content searchable, configure the SharePoint connector on the SearchAssist application and get going.
Specifications
Type of Repository | Cloud |
Supported API version | Graph REST API v1.0 |
Search Results Support | .doc, .docx, .ppt, .pptx, .pdf, .txt, .OneNote. |
Extractive Model for Answers | .pdf, pages/articles(.aspx), .html, .xhtml. |
Generative Model for Answers | pages/articles (.aspx), .doc, .docx, .ppt, .pptx, .html, .xhtml, .txt, .pdf |
Note: Password-protected files in any format are not supported. |
Configuring SharePoint as a content source requires:
- Registering multi-tenant app in SharePoint
- Configuration of the SharePoint connector in SearchAssist
Registering multi-tenant app in SharePoint
App registrations are required to access resources programmatically. Registering an application establishes a trust relationship between the SearchAssist application and the identity provider, the Microsoft identity platform. To register,
- Log in to the Azure Platform Portal and go to Manage Azure Active Directory.
- Register a new application. To do so, go to App registrations under Applications and click on New Registration.
- Enter a name for the application. Create a multi-tenant account and set the account type to ‘Accounts in any organization directory’. You can set the Redirect URI and click Register. You can use one of the following URLs as per your region.
- JP Region Callback URL: https://jp-bots-idp.kore.ai/workflows/callback
- DE Region Callback URL: https://de-bots-idp.kore.ai/workflows/callback
- Prod Region Callback URL: https://idp.kore.com/workflows/callback
- This will generate a client ID which will be used to identify the application in the Microsoft Identity Platform uniquely. Save the ClientId and TenantId from the Overview section.
- Next step is to setup the permissions required for the application. Go to API Permissions and click Add a permission.
- Add the following delegated permissions found under Microsoft Graph.
- User.ReadBasic.All
- Group.Read.All
- Directory.AccessAsUser.All
- Files.Read
- Files.Read.All
- Sites.Read.All
- Offline_access
- After adding all the permissions, click Grant Admin Consent to grant the permissions to the application.
- Use the client ID, client secret, and tenant Id generated above to configure the SharePoint connector in SearchAssist.
For more details, refer this.
Configuration of the SharePoint connector
Go to the Connectors page under Sources in the SearchAssist application. Click SharePoint.
The following page shows the steps to configure the connector. Click Proceed. On the next page, enter the client Id, tenant Id, and the client secret generated in the previous step from the application registration on the Azure portal. Provide a name for referring to the connector and click Connect.
Once the setup process is complete and the connector is configured, next step is to select the SharePoint sites from where you need to ingest the content into SearchAssist and make it searchable. Go to Overview section and click the sites icon.
Select the sites and Save Configuration.
Click Synchronize content now to ingest data from the selected sites.