- 22 Apr 2024
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Configure SharePoint Dataset Connector
- Updated on 22 Apr 2024
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Obtain the SharePoint credentials you need to add a SharePoint Dataset to your Data Pool
Requirements
SysAid Copilot license
SysAdmin or AI Admin permissions
Microsoft Entra ID Account with published SharePoint Sites
SharePoint Datasets need to be synced with the organization’s Microsoft Entra (Azure Active Directory) account in order to be configured inside the AI Chatbot’s Data Pool.
This document lists the steps required to extract the credentials needed to create a SharePoint Dataset in the Data Pool, so that it can include published SharePoint Sites (and their nested files) for the AI Chatbot to refer to as a knowledge source.
Create a SharePoint Dataset
Read this article to learn how to create a SharePoint Dataset for your Data Pool
nce you’ve create a SharePoint Connector Dataset, this popup form will open:
The (five) values for “Title”, “Tenant ID”, “Client ID”, “Client Key” and “Site URL” Fields need to be taken from the Admin’s Microsoft Entra (Azure Active Directory) account.
Step 1: Obtain “Tenant ID”
Sign in to your Microsoft Entra (Azure Active Directory) Portal
Go to Overview > copy the “Tenant ID” value and paste it into the Dataset Configuration form’s “Tenant ID” field.
Step 2: Add the SysAid Copilot App
Navigate to the “App registrations” tab
Click “New registration”
Step 3: Register the application
Create a name for the application (how it will appear to users)
Select an account-type for who can use the application
Click “Register”
Step 4: Obtain “Client ID”
Copy the “Application (client) ID value and paste it into the Dataset Configuration form’s “Client ID” field.
Step 5: Add a “Client Secret”
Go to the “Certificates and secrets” tab
Add a “Description”
Select an expiration period
Step 6: Copy the “Client Secret” value
Copy the “Client Secret” for the relevant application in the list and paste it into the Dataset Configuration form’s “Client Secret” field.
Step 7: Add API permissions
Go to “API permissions” tab
Click “Add a permission”
Add the “Sites.Selected” API Permission
API Permissions Recommendations
Specifically grant Read access to the app registration for the site you're targeting
The “Sites.Selected” Permission is preferred over the “Site.Read.All” Permission — so that only selected SharePoint sites across the organization can be read
Step 8: Add the SharePoint site URL
To get the correct URL for accessing a SharePoint site using the Graph API, follow these steps:
Log into your SharePoint account
Navigate to the SharePoint site you want to access with the Graph API
Look at the URL in your browser's address bar
It should look something like `https://yourcompany.sharepoint.com/sites/YourSiteName`Note down your SharePoint domain (yourcompany.sharepoint.com) and the site path (/sites/YourSiteName)
Replace yourcompany.sharepoint.com with your actual SharePoint domain and /sites/YourSiteName with your site path in the following format:
`https://graph.microsoft.com/v1.0/sites/yourcompany.sharepoint.com:/sites/YourSiteName`.
Ensure you replace yourcompany.sharepoint.com and /sites/YourSiteName with the correct information from your SharePoint URL.
Paste the URL address into the Dataset Configuration form’s “Site URL” field
Your SharePoint site will now appear in your AI Chatbot’s Data Pool, so that the AI Chatbot can derive data from your SharePoint site and its files when formulating responses in AI Chatbot chats.