Create a SharePoint Connector

In this case study, John Allens, an administrator at Vision Corp., creates a SharePoint connector as follows:

Note: You need to register Fusion as a new application in your Microsoft Entra ID platform. The connector connects to SharePoint APIs via OAuth 2.0 and needs access to read the files. Make sure you note down the following when you register the application:

• clientKey: The client key.
• clientCert: The client certificate.
• SharePoint Application Client ID: The GUID.

You will also need to collect the following information from your SharePoint site:

• SharePoint Tenant ID: The GUID that can be found on your Entra overview page.
• Site Name: The name visible in your SharePoint URL immediately after /sites/.

To create a SharePoint connector you need to:

1. Go to Tools > AI Agent Studio.
2. Click the Credentials tab.
3. Click the Connectors tab.
4. Click Add Connector.
5. Search for SharepointO365 and click +.
6. For Name, enter a name of your choice. For example, Vision SharePoint Connector.
7. For the Code, retain the autogenerated connector code. For example, VISION_SHAREPOINT_CONNECTOR.
   Note: Make a note of the connector code. You will need to provide this code when you define a Data Security Policy for a role.
8. Select a Family. For example, CX.
9. Select a Product. For example, Service.
10. For Description, enter a description. For example, Use this documentation stored in SharePoint to answer questions.
11. For Article ID Prefix, provide a prefix. For example, VSP.
12. For User Groups, select Content Intelligence Users.

    User groups enable you to control who can see which content in the Content Intelligence knowledge base. Users assigned to a user group can only access the content targeted for that user group. The predefined user groups help in segregating content that should only be viewed by users within the organization. You can create custom user groups to segment content for additional audiences. For more information, see How do I assign users to a user group in Knowledge?

13. In the Authentication section, configure the Client Key and the Client Certificate.
14. Set up the fields in the SharePoint Configuration section.
15. Select the Start From Root Folder checkbox if you want to process the files in the root folder and its sub-folders. Otherwise, identify the folders you want to include. Your SharePoint site may contain a lot of files. Make sure that you only specify the folders that you want to sync.
    Tip: Select a folder with less number of files for intial testing. You can always add more folders later.
16. Click Create.

The "Vision SharePoint Connector" content type is created, and it appears under the Connectors tab.