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IT Integrations Guide

SharePoint (admins)

Admin guide: connect SharePoint with Sites.Selected consent, authorize sites, and create knowledge sources for rooms and chat.

SharePoint (admins)

SharePoint

Connect Microsoft SharePoint so ept AI can index documents from sites you authorize, then use that content in AI Chat and rooms. Access is read-only and limited to sites you explicitly authorize—not your whole tenant.

SharePoint is generally available (no feature flag). This is not the OneDrive integration (OneDrive remains separate and is not covered here).

Back to Integrations Overview · Users: How SharePoint content appears in chat and rooms

What you are approving​

Two Microsoft steps are required before knowledge sources can use SharePoint content:

  1. Microsoft Entra ID (admin consent) — a Microsoft 365 admin consents to the ept AI SharePoint app. The application permission is Sites.Selected. That consent alone grants zero sites; ept AI cannot read any SharePoint site until you authorize each one.
  2. Authorize sites — a SharePoint Administrator signs in on the integration details page, searches your tenant, and authorizes specific sites for ept AI (Graph site permission with read).

You do not register your own Azure app or grant tenant-wide Sites.Read.All.

Before you begin​

  • A Microsoft Entra role that can grant admin consent (for example Global Administrator or Cloud Application Administrator, depending on your tenant policy)
  • SharePoint Administrator access to search and authorize sites
  • An ept AI account where you can open Integrations and Knowledge Sources

Step 1 — Connect SharePoint (admin consent)​

  1. Sign in to ept AI as an admin.
  2. Open Configuration → Integrations → Browse catalog.
  3. Select SharePoint and click Connect.
  4. Complete Microsoft admin consent when prompted (application permission Sites.Selected).
  5. When Microsoft returns you to ept AI, you land on the new SharePoint integration details page with the authorized-sites panel open.

Step 2 — Authorize SharePoint sites​

On the integration details page, under Authorized SharePoint sites:

  1. Click Sign in to search sites.
  2. Sign in as a SharePoint Administrator and accept the delegated permissions Microsoft requests so ept AI can search sites and grant the app read access on the ones you pick.
  3. Under Search and add sites, type at least 2 characters to search.
  4. Select one or more sites, then click Authorize selected (N).
  5. Confirm each site appears under Current catalog.

Create Knowledge Source will only list sites from this catalog. Personal OneDrive sites (-my.sharepoint.com or /personal/) are rejected—use team or organization SharePoint sites.

To revoke a site later, use Remove on that catalog entry. Knowledge sources that use the site may stop working until you authorize it again.

Step 3 — Create a SharePoint knowledge source​

  1. Open Configuration → Knowledge Sources → create a knowledge source.
  2. Set Type to SharePoint.
  3. Choose the SharePoint Integration.
  4. Under SharePoint site, pick a site from the authorized catalog. If the list is empty, go back to the integration and authorize sites first.
  5. Optionally open a folder in the document library, or leave the selection as the entire document library.
  6. Enter a Name (and optional description), then click Create Knowledge Source.

ept AI ingests documents from that site (or folder) into the knowledge source for search and answers.

Step 4 — Attach the knowledge source to chat and rooms​

  1. Open Knowledge Source Config and add the SharePoint knowledge source to the KSC used by the relevant channel (for example AI Chat) or room family.
  2. Confirm the channel or room uses that KSC.

After ingestion finishes, users can ask questions in AI Chat or rooms and get answers grounded in those SharePoint documents (with the same citation behavior as other knowledge sources). See SharePoint for users.

Privacy and security (admin summary)​

  • Least privilege — Application Sites.Selected plus per-site authorize; no blanket tenant file access from consent alone
  • Read-only — ept AI reads authorized site content for indexing; it does not write to SharePoint
  • Catalog control — only sites you authorize appear when creating knowledge sources
  • Scope — each knowledge source is limited to one authorized site and an optional folder

Troubleshooting​

SymptomWhat to check
SharePoint missing from BrowseConfirm you are signed in as an ept AI admin; SharePoint is generally available—refresh the catalog
Consent / permission errors on ConnectA Microsoft 365 admin must complete Entra admin consent for Sites.Selected
No sites after ConnectConsent alone authorizes no sites—use Sign in to search sites, then Authorize selected
Create KS shows no sitesAuthorize sites on the integration (Authorized SharePoint sites); only the catalog is listed
Site search fails or returns emptyRe-sign in as SharePoint Administrator; search with at least 2 characters; personal OneDrive sites are not supported
Answers missing SharePoint contentConfirm the KS finished ingesting and is included in the KSC used by that chat or room