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WisdomAI supports connecting to Microsoft SharePoint as an unstructured data source. The SharePoint connector crawls files from your SharePoint sites and enables multi-site ingestion of diverse file formats, including PDFs, spreadsheets, and images, while providing granular filtering to ensure that only new or modified content is processed after the initial crawl.

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Get started

Before you begin, ensure you have the following:
  • SharePoint Online: The connector works with SharePoint Online (part of Microsoft 365). On-premises SharePoint Server is not supported.
  • SharePoint Site URLs: The full URLs of the sites you want to connect (e.g., https://contoso.sharepoint.com/sites/teamsite).
  • Azure AD permissions: The connector requires the following Microsoft Graph API application permissions granted on your Azure AD tenant:
    • Sites.Read.All: Read items in all site collections.
    • Files.Read.All: Read all files that the app has access to.
  • Authentication Methods: You must have one of the authentication methods configured:
    • An Azure AD app registration with a client secret (Service Principal).
    • Your Azure AD Tenant ID for the WisdomAI-managed app (Dedicated Multitenant App).

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Authentication methods

Choose the authentication method that best fits your organization’s security requirements.
Use your own Azure AD app registration to authenticate. This gives you full control over the app and its permissions.
  1. In the Azure Portal, navigate to Azure Active Directory > App registrations > New registration.
  2. Register a new application (e.g., “WisdomAI SharePoint Connector”).
  3. Note the Application (client) ID and Directory (tenant) ID from the Overview page.
  4. Navigate to Certificates & secrets > New client secret.
  5. Create a secret and copy the Value immediately; it will not be shown again.
  6. Navigate to API permissions > Add a permission > Microsoft Graph > Application permissions.
  7. Add the following permissions:
    • Sites.Read.All
    • Files.Read.All
  8. Click Grant admin consent to approve the permissions for your tenant.
You will need the following values when configuring the connection in WisdomAI:
FieldDescription
Client IDThe Application (client) ID from your app registration
Tenant IDThe Directory (tenant) ID of your Azure AD tenant
Client SecretThe client secret value you generated

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Setting up the connection

Follow these steps to establish the connection within WisdomAI:
  1. Navigate to the Overview tab in your WisdomAI domain and click Add Data Source.
  2. Select Connect another source from the Add Data Source selector and click Add Data Source.
sharepoint-add-data
  1. Select Connect to Data store or MCP server.
  2. Enter a descriptive Connection name (e.g., “Marketing SharePoint”) and select SharePoint as the data source.
sharepoint-connect-source
  1. Configure Authentication: Choose your preferred method (Service Principal or Dedicated Multitenant App) and enter the required credentials.
    Sharepoint Cd
  2. Configure SharePoint Sites:
    • Click Add Site and enter the full Site URL (e.g., https://contoso.sharepoint.com/sites/teamsite).
      You can add multiple sites to a single connection.
    • (Optional) Click Add Library to restrict crawling to specific document libraries. If left blank, all libraries on the site are crawled.
    • (Optional) Click Add Path to restrict crawling to specific folders within a library. Enter the path prefix (e.g., Marketing/2024) without a leading /.
  3. Click Save. WisdomAI will validate the credentials before saving.
sharepoint-sites
  1. After the connection is created, add it as a data source to your domain. WisdomAI will begin crawling the configured SharePoint sites.

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Configuration reference

This section details the parameters used to define the scope of your data connection.

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Sites

Each connection can include one or more SharePoint sites. At least one site is required.
FieldRequiredDescription
Site URLYesThe full URL of the SharePoint site (e.g., https://contoso.sharepoint.com/sites/teamsite).
Document LibrariesNoOptionally restrict which document libraries within the site are crawled.

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Document libraries

Within each site, you can optionally specify which document libraries to crawl. If none are specified, all document libraries in the site are included.
FieldRequiredDescription
Library NameYesThe name of the document library (e.g., Documents).
Path Prefix FiltersNoOptionally restrict which folders within the library are crawled.

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Path prefix filters

Within each document library, you can optionally specify folder path prefixes to scope the crawl. If none are specified, all files in the library are included.
  • Formatting: Do not include a leading /. Use Reports/Q1, not /Reports/Q1.
  • Case-Sensitivity: Filters are case-insensitive (e.g., Marketing matches MARKETING).
  • Matching: Filters match on prefix. Marketing will match Marketing/file.pdf and Marketing/2024/report.pdf.
  • Multiple Filters: You can add multiple filters per library. A file is included if it matches any configured filter.
Example configuration: 
Site: <https://contoso.sharepoint.com/sites/marketing>
  Library: Shared Documents
    Path Filter: Campaigns/2024
    Path Filter: Brand Guidelines
  Library: Reports
    (no path filters — all files in this library are crawled)

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Troubleshooting

  • Verify that the Client ID, Tenant ID, and Client Secret are correct and have not expired.
  • For the Dedicated Multitenant App method, confirm that admin consent has been granted (the status should show “Granted” in WisdomAI).
  • Confirm the Site URL is correct and accessible. Ensure the Site URL points to a specific site, not the root SharePoint domain.
  • Verify the Library Name matches the SharePoint library exactly.
  • If using path prefix filters, verify the paths exist and do not start with /.
  • Ensure the Azure AD app’s permissions (Sites.Read.All, Files.Read.All) have been granted admin consent.
  • The app may authenticate successfully but lack access to certain sites. Verify that your Azure AD app permissions are tenant-wide (admin-consented), not scoped to specific sites only.

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Next steps

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