Sharepoint is a web-based, collaborative platform that integrates with Microsoft Office and allows you to store and share files. A SharePoint is organized in sites with each containing their documents in folders that can be leveraged via a data source.

Prerequisites

Before you create a Microsoft SharePoint data source, you need to ensure you have configured SharePoint credentials in Administration > Credentials.

There are two ways to access SharePoint content:

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

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

Adding a Microsoft SharePoint data source

To add a new Microsoft SharePoint data source,

• Go to Build > Data sources > External integrations.

• Click the Add external integration button;

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

  • Name the data source;

  • Select existing credentials for SharePoint;

  • Add a description for your data source;

  • Select the Language of your SharePoint files;

  • 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 Shared Documents folder, which corresponds to the main default Documents folder.

  • Optionally, you can specify Regex patterns for files inclusion to include specific files. Regex patterns follow this format: .*\ + the file extension you want to include, e.g. .*\.pptx will include all PowerPoint files.

  • Optionally, you can specify Regex patterns for files exclusion to exclude specific files. Regex patterns follow this format: .*\ + the file extension you want to exclude, e.g. .*\.mp4 will exclude all MP4 files.

  • Select the PDF text extraction strategy: either Raw text or Azure AI Document Intelligence.

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

Open

Configuration of a SharePoint data source - Part 1

Open

Configuration of a SharePoint data source - Part 2

Video tutorial: How to create a Microsoft SharePoint external integration

What’s next?

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