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Prerequisites

Before you create a Microsoft SharePoint content data source, you need to ensure you have configured a credential SharePoint credentials in Admin Administration > Models & credentialsCredentials.

There are two ways to access SharePoint content:

1. With a username and password. In this case, you should create a SharePoint credentialcredentials.

2. With an Azure application. In this case, you should create an Azure application for SharePoint credentialcredentials.

Adding a Microsoft SharePoint

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data source

To add a new Microsoft SharePoint content data source,

• Go to Build > Data sources > External integrations.

• Click the Add integrationsexternal integration button;

• Next, click the Microsoft SharePoint content tile card and provide the following information:

  • Name the data source;

  • Select an existing credential credentials for SharePoint, or click the Add a credential button if you don’t have any configured.Choose who to share this data source with: Only me or Builders.;

  • Add a description for your data source;

  • Specify the Site path where your SharePoint content is located, in the following format /sites/mysite.

  • Optionally, you can specify the Folders' paths. By default, this is the folder path Shared Documents folder, which corresponds to the main default Documents folder, is specified.

  • Select the Language of your SharePoint files;

  • Optionally, you can specify Regex patterns to exclude specific files. Regex patterns follow this format: .*\ + the file extension you want to exclude, e.g. .*\.mp4 will exclude all MP4 files.Add a description for your data source;

Finally, click the Save Add external integration button to add this new integration to your data source repository.

What’s next?

Now that the data source has been created, you can select it when creating an agent.

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