Microsoft SharePoint

Connect a SharePoint document library to Datasaur. Once connected, you can attach the library to a knowledge base, which keeps its documents in sync on a schedule you set.

SharePoint external object storage is currently available only for LLM Labs.

Prerequisites

• A Microsoft Entra ID (Azure AD) tenant containing the SharePoint site.

• Permission to register an application in that tenant, or an admin who can do it for you.

• Access to the site with the Microsoft account you will sign in with.

Setup

Step 1 — Register an Application

1. Open the Azure Portal and go to Microsoft Entra ID.

2. Select App registrations, then click New registration.

3. Enter a Name, for example Datasaur SharePoint.

4. Under Supported account types, keep the default single-tenant option unless users from other tenants need to connect.

5. Under Redirect URI, select Web and enter:

   https://<your-datasaur-host>/api/eos/authorization/sharepoint

   On Datasaur Cloud, use https://llm.datasaur.ai/api/eos/authorization/sharepoint. Self-hosted deployments must be served over HTTPS.

6. Click Register.

7. From the Overview blade, copy the Application (client) ID and the Directory (tenant) ID.

Step 2 — Add API Permissions

1. Go to API permissions and click Add a permission.

2. Select Microsoft Graph, then Delegated permissions.

3. Add Files.Read.All and Sites.Read.All, then click Add permissions.

4. If your tenant requires it, click Grant admin consent and confirm. After admin consent is granted, a white check mark with green background should appear in the status column.

Datasaur also requests openid, profile, and offline_access. You do not need to add these.

Step 3 — Create a Client Secret

1. Go to Certificates & secrets and click New client secret.

2. Enter a description, choose an expiry, and click Add.

3. Copy the secret's Value (not the Secret ID).

The Value is shown only once. Note the expiry date too: when the secret expires, the connection stops syncing.

Step 4 — Find Your Site Path and Library Name

Open the site in your browser and look at the URL:

<https://contoso.sharepoint.com/sites/marketing/Shared%20Documents/Forms/AllItems.aspx>

• Site path — The part identifying the site, here /sites/marketing. Leave empty to use the root site.

• Document library name — The library's name in the left navigation, such as Documents. Leave empty to use the default library. Matching ignores case.

Step 5 — Connect SharePoint in LLM Labs

1. Go to Settings > External object storage and click Add external object storage.

2. Select SharePoint.

3. Fill in the form:

   Field	Required	Notes
   Azure AD Application (client) ID	Yes	From Step 1.
   Client secret	Yes, for a Web registration	From Step 3.
   Tenant ID	Only for single-tenant apps	From Step 1.
   Site path	No	Blank connects the root site.
   Document library name	No	Blank connects the default library.

4. Click Authorize.

5. Sign in with an account that can access the site and click Accept on the consent screen.

6. You return to Datasaur. The connection appears in the list as {Site} - {Library}, for example Marketing - Documents.

   

Datasaur shows the consent screen every time you authorize, not only the first time.

Using the Connection

1. Open a knowledge base, choose Connect object storage..., and pick your SharePoint connection.

   

   
2. Set the sync rules and schedule, then click Connect object storage.

The connection syncs the whole library by those rules. It is not a file-by-file picker. To change the rules later, use Edit rules or schedule... on the connected source, available once the knowledge base has been updated.

Datasaur only reads. It never writes to your SharePoint site.