Sharepoint

This page guides you through setting up the Sharepoint data connector to sync data and keep your files up-to-date with agents.

Prerequisite

This source requires Application permissions. Follow these instructions (opens in a new tab) for creating an app in the Azure portal. This process will produce the client_id, client_secret, and tenant_id needed for the tap configuration file.

Set up the Sharepoint connector

1. Login to Azure Portal (opens in a new tab)
2. Click upper-left menu icon and select Azure Active Directory
3. Select App Registrations
4. Click New registration
5. Register an application
   i. Name:
   ii. Supported account types: Accounts in this organizational directory only
   iii. Register (button)
6. Record the client_id and tenant_id which will be used by the tap for authentication and API integration.
7. Select Certificates & secrets
8. Provide Description and Expires
   i. Description: tap-microsoft-teams client secret
   ii. Expires: 1-year
   iii. Add
9. Copy the client secret value, this will be the client_secret
10. Select API permissions
    i. BrowserSiteLists.Read.All
    ii. BrowserSiteLists.ReadWrite.All
    iv. Files.ReadWrite.All
    v. Sites.Read.All
    vi. Sites.ReadWrite.All
    vii. Sites.Selected

Setup 2

1. Enter Tenant ID, Client ID and Client secret.
2. Click button Test Connection
3. Choose name of the SharePoint site. | required
4. Choose the path of the folder in the SharePoint site. | required
5. Mark recursive if you need that all files from all subfolders will be downloaded (default False)