GETTING STARTED
SearchAssist Overview
SearchAssist Introduction
Onboarding SearchAssist
Build your first App
Glossary
Release Notes
Current Version
Recent Updates
Previous Versions

CONCEPTS
Managing Sources
Introduction
Files
Web Pages
FAQs
Structured Data 
Connectors
Introduction to Connectors
SharePoint Connector
Confluence Connector
Zendesk Connector
ServiceNow Connector
Salesforce Connector
Azure Storage Connector
Google Drive Connector
Dropbox Connector
Oracle Knowledge Connector
Virtual Assistants
Managing Indices
Introduction
Index Fields
Traits
Workbench
Introduction to Workbench
Field Mapping
Entity Extraction
Traits Extraction
Keyword Extraction
Exclude Document
Semantic Meaning
Snippet Extraction
Custom LLM Prompts
Index Settings
Index Languages
Managing Chunks
Chunk Browser
Managing Relevance
Introduction
Weights
Highlighting
Presentable
Synonyms
Stop Words
Search Relevance
Spell Correction
Prefix Search
Personalizing Results
Introduction
Answer Snippets
Introduction
Extractive Model
Generative Model
Enabling Both Models
Simulation and Testing
Debugging
Best Practices and Points to Remember
Troubleshooting Answers
Answer Snippets Support Across Content Sources
Result Ranking
Facets
Business Rules
Introduction
Contextual Rules
NLP Rules
Engagement
Small Talk
Bot Actions
Designing Search Experience
Introduction
Search Interface
Result Templates
Testing
Preview and Test
Debug Tool
Running Experiments
Introduction
Experiments
Analyzing Search Performance
Overview
Dashboard
User Engagement
Search Insights
Result Insights
Answer Insights

ADMINISTRATION
General Settings
Credentials
Channels
Collaboration
Integrations
OpenAI Integration
Azure OpenAI Integration
Billing and Usage
Plan Details
Usage Logs
Order and Invoices

SearchAssist PUBLIC APIs
API Introduction
API List

SearchAssist SDK

HOW TOs
Use Custom Fields to Filter Search Results and Answers
Add Custom Metadata to Ingested Content
Write Painless Scripts
Configure Business Rules for Generative Answers

SharePoint Connector

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 Generate a client Secret for the registered app under the Certificates and Secrets tab.
  • Enter a description and set the expiration time to 24 months. Click Add.
  • Save the client secret generated. The client secret cannot be seen again on switching the tabs.
  • 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. 

SharePoint Connector

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 Generate a client Secret for the registered app under the Certificates and Secrets tab.
  • Enter a description and set the expiration time to 24 months. Click Add.
  • Save the client secret generated. The client secret cannot be seen again on switching the tabs.
  • 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.