Sharepoint
This page contains the information to ingest your documents from Sharepoint sites.
Prerequisites
Sharepoint Site URL
Client ID and Client Credential with access to the Sharepoint instance
For more information, please refer to Sharepoint Online documentation.
Step-by-Step Guide
Access the Create Source Page. Navigate to the “Sources” section on the left sidebar and click the “New Source” button.
Select Source Type. Select Sharepoint from the
Type
dropdown menu.Configure Source Details to connect to Sharepoint
Name
(required): Enter a unique name for the Sharepoint source connector.
Client ID
(required): Input the Client ID provided by Sharepoint for app registration.
Client Credential
(required): Enter the Client Credential (secret or certificate) associated with the Client ID.
Site URL
(required): Provide the base URL of the Sharepoint site you wish to connect to.
Path
(required): Specify the path from which to start parsing files. Default is “Shared Documents”.
Additional Settings
Check
Recursive
if you want the platform to recursively ingest data from sub-folders within the specified path.Check
Files Only
if you want the platform to ingest files without considering the folder structure.
Submit. After filling in the necessary information, click ‘Submit’ to create the Source Connector. The newly completed Sharepoint connector will be listed on the Sources dashboard.