SharePoint - data source
You can use as a data source one or several documents. In this section we describe how to link your SharePoint account to provide documents as a data source.
Prerequisites
Sharepoint is linked to an organization account. If you want to provide documents to you AI Assistant with sharepoint you must have or request your account information to your administrator.
Connection
First of all you have to click on Authentication Link to start or Use credential.
- Authentication Link
- Use credential
Connection by Authentication Link
First of all if you click on Authentication Link you will be redirected on Microsoft login page.
Then you have to enter your microsoft account email adress and click on Next.
Depending on your usual connection mode, Microsoft will ask you to unlock your session by :
- fingerprint, facial recognition, pin code or security key (the interface will depend on your device system)
- sending a notification to your mobile via the Microsoft application
- password
If the default unlock mode does not suit you, you can click on Other ways to connect
- Different Types
- Password
- Microsoft Notification1
- Microsoft Notification2
Microsoft Authenticator
As SharePoint work only with organization account, Microsoft will ask you to download their Authentication application in order to improve the login security. Here is some screenshots of the procedure on our side. However, you muste follow the instructions the Microsoft Authenticator App.
- Download
- Account
- QRcode
- Number
- Notification
- Security checked
Microsoft will ask you if you want to stay connected. If you click on Yes you will not need to enter your Microsoft login details on this browser in order to acces your Microsoft session. This choice is not related to the connector in your QAnswer Ai Assistant.
Connection by Use credential
If you prefer to use credential method to connect your sharepoint account to your Ai Assistant we assume that you are familiar with the connection elements below.
On the Client secret you will need :
- Tenant Id
- Client Id
- Client Secret
- Site Id (you must check the scope desired on your aruze application settings)
On the certificate version you will need :
- Tenant Id
- Client Id
- Thumbprint
- Certificate file (private one)
- Certificate Password (if you have set one up)
- Client Secret
- Site Id (you must check the scope desired on your aruze application settings)
- Client secret
- Certificate
Your OneDrive Files
Now you are able to see (on the QAnswer interface), the content of your SharePoint folder.
You have to select which documents you want to use to add it to your SharePoint Connector.
Finaly, your documents are available on your AI Assistant.
Access
To access the creation page, check Create an AI Assistant section!