Add SharePoint Knowledge - Management and Connector Configuration

This document provides a comprehensive process to integrate and manage SharePoint as a knowledge source within the Knowledge Management System. Follow these steps to set up, synchronize, and manage your SharePoint data effectively.

Step 1

Open the main menu to access more platform features and settings.

Step 2

Select Knowledge Management to manage all your knowledge sources and resources.

Step 3

Click Add Knowledge to start integrating new sources into your knowledge base.

Step 4

Switch to the Organization Connector tab to manage sources available organization-wide.

Step 5

Click the Add button to configure a new SharePoint source within Knowledge Management.

Step 6

Enter a unique name for your new SharePoint knowledge source here.

Step 7

Input your organization's Tenant Name to connect with the correct SharePoint domain.

Step 8

Enter your SharePoint Site URL to specify the site you want to integrate as a knowledge source.

Step 9

Input the required Authority URL for secure SharePoint authentication.

Step 10

Provide the Client ID from your SharePoint app registration for API access.

Step 11

Provide the Client Secret from your SharePoint app registration for API access.

Step 12

Set the Remote Directory to target a specific document folder in SharePoint.

Step 13

Click Enable to activate recurring synchronization for the chosen directory.

Step 14

Open the Scheduler dropdown to select how often your SharePoint source will sync.

Step 15

Choose your preferred sync interval for automated SharePoint updates.

Step 16

Click Disable to stop the recurring sync process if needed.

Step 17

Select your permission interval for the automated SharePoint Scheduler.

Step 18

Click Save to apply your settings and add the SharePoint source.

Step 19

Switch to the Existing SharePoint tab to update or review already configured sources.

Step 20

After successfully adding a SharePoint source, you can review the connector or delete it as well.

Step 21

Use Delete to permanently remove this SharePoint source from the system

Step 22

Select Close in the confirmation dialog to cancel the deletion and retain this knowledge source.

Step 23

Click the Review button to inspect the details and status of this SharePoint knowledge connector.

Step 24

Select View Logs to examine the system activity and see details of past indexing attempts.

Step 25

Close the Log Details popup to return to the main configuration view.

Step 26

Click on the search icon to filter or explore specific logs for an indexing attempt.

Step 27

Press Run Indexing to start a new scan and update content for your knowledge connector.

Step 28

Use View logs to audit events and monitor actions for this connector.

Step 29

Exit the Log Details to return to the broader connector details view.

Step 30

Select Edit to modify connection details, permissions, or other connector settings.

Step 31

Exit the Edit Knowledge dialog if you do not wish to save any changes.

Step 32

Click Delete if you want to remove the entire SharePoint knowledge connector from your environment.

Step 33

Close the confirmation dialog if you do not wish to proceed with deleting the connector.

Step 34

Use Refresh to update the latest connector data and ensure you see the most current information.

Step 35

Open the Permission Attempts tab to investigate or troubleshoot recent permission checks for this connector.

Step 36

Use View Logs here to analyze the outcome of a specific permission attempt.

Step 37

Click Cancel to close the Log Details dialog and return to main connector settings.

Step 38

Select Knowledge Objects to instantly reveal all items stored within your current SharePoint locations.

Step 39

Return to the connector list to review all connectors or choose another to manage.

Step 40

Here all the files uploaded and other Other connectors data stored as well are stored in the knowledge bases are shown in this Manage knowledge tab

Step 41

In Manage Knowledge, here is our SharePoint added source. You can View, Edit, or Delete.

Step 42

Click the Edit button to modify the details of this knowledge entry.

Step 43

Close the Edit Knowledge form to exit without saving changes.

Step 44

Select Delete to begin removing a knowledge entry from the list.

Step 45

Cancel the deletion process by closing the confirmation dialog.

Well Done..!!! You are now ready to Add Sharepoint Knowledge sources in the platform.