Being Deprecated: This method of connection to Microsoft Sharepoint is being deprecated by SurePath AI in favor of using an AWS Knowledge Base (KB). The KBs provide a much better response that this method.
Please see this document for setting up a KB + SharePoint: https://help.surepath.ai/en/articles/10775532-howto-data-source-aws-knowledge-base-to-microsoft-sharepoint
Overview
This document will cover the process of configuring SharePoint to allow SurePath AI to connect to specific SharePoint sites to index and tokenize them for use in a Retrieval-Augmented Generation (RAG) configuration. This will allow the data to be assigned to customer user groups and consumed as part of a private GenAI LLM ie. portal.surepath.ai
Setup is a two part process. The certificate used in Sharepoint is created after the Connector is created and the setup fails. You can then download the certificate and add it to your Azure setup. The system will continue to connect and will go Active once the certificate is installed.
It’s important to note that the certificate generated is for this connector only. This certificate can’t be used by other things, not can you use another certificate for this Connector.
High Level Steps
Create a new App Registration in Azure Entra that allows access to all SharePoint sites for your organization (granular control comes after this).
Enter information from Azure into the SurePath AI Connector setup.
Download the certificate from the SurePath AI UI
Install the certificate in the App Registration in Azure.
Add Data Contexts using this new Connector
Access is granted using the Microsoft preferred method of Azure AD App-Only
Customer Azure Setup
Prerequisites
You will need the following values to complete your configuration. Information on how to retrieve them will be included below.
Azure Entra administrative rights
Admin rights to SurePath AI https://admin.surepath.ai
Output Checklist
Please collect the following information at the end of this process:
Application (client) ID
Directory (tenant) ID
SharePoint URL
Create a new App Registration
Please use the search bar if the icon or name is not visible.
Login to Microsoft Azure Portal: Link: https://portal.azure.com
Select Microsoft Entra ID
Select App registrations > New Application
Enter the name SurePath AI SharePoint Connector or another identifiable name.
Select Certificates & secrets > Certificates (0) > Upload certificate
Redirect URI (optional): Web
Leave the URI blank next to where you selected “Web”.
Select Register at the bottom of the page when done.
Capture the values from the following two items and get them to the SurePath engineers. In the future you will enter these into a self provisioning form in the SurePath Admin console.
Application (client) ID
Directory (tenant) ID
Select Manage > API permissions > Add a permission
Select the tile SharePoint
Select Application permissions
Select Sites.Read.All
Click the button Add permission at the bottom
Select Grant admin consent for {your organization here}
Select Yes on the pop-up screen.
The Status should have green checks on them now.
Leave this screen open, you will need to come back to it in a moment.
Configure the SurePath AI Connector
Select Connectors > Add Connector
Enter the name SharePoint or another identifiable name.
Select Microsoft Sharepoint from the Type dropdown
Enter the Sharepoint Base URL for your SharePoint environment (This must not include any "site" information (see graphic for example). That will be entered later.
Enter the Tenant ID and Client ID from the Azure configuration that you copied earlier.
Save the form
Ensure the Status is to PENDING or FAILED, either one is ok on this step.
Download the SharePoint certificate from SurePath AI
Scroll the Connector drawer and click DOWNLOAD CERTIFICATE
Install the SurePath AI certificate for this connector
Go back to your Azure window
Select Certificates & Secrets > Certificates (0) > Upload certificate
Click the blue File icon and secret find the certificate file from SurePath
Give it an appropriate Description
Click Add to save your changes
The status should change to ACTIVE in just a few minutes at most.
You can now add Data Contexts using this new Connector.
Here are the instructions: https://help.surepath.ai/en/articles/10439776-howto-data-source-management