SharePoint & OneDrive

Connect your ept AI chatbot with SharePoint and OneDrive to access and search your Microsoft 365 documents, sites, and libraries for intelligent responses.

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Overview

The SharePoint & OneDrive integration enables your ept AI chatbot to:

• Search and access files stored in SharePoint sites and OneDrive
• Provide context-aware responses based on document content
• Access shared libraries and team sites
• Maintain secure OAuth authentication with Microsoft Graph

The integration uses secure OAuth authentication and follows the standard ept AI integration pattern: create an integration in the ept AI app, then configure a channel to use that integration.

Prerequisites

Before setting up the SharePoint & OneDrive integration, ensure you have:

• Microsoft 365 Account: Active Microsoft 365 subscription with SharePoint and OneDrive access
• Azure App Registration: Ability to create and configure applications in Azure portal
• ept AI Setup: Your ept AI chatbot configured and ready
• Knowledge Base: Additional documentation loaded into ept AI

Setup Instructions

Step 1: Create Azure App Registration

1. Create App Registration in Azure Portal:

   • Go to Azure Portal > App Registrations
   • Click "New registration"
   • Configure the app:
     • Name: "ept AI SharePoint OneDrive Integration"
     • Supported account types: Choose appropriate option for your organization
     • Redirect URI: https://your-ept-ai-domain.com/oauth/sharepoint/callback

2. Configure API Permissions:

   • Navigate to API Permissions
   • Click "Add a permission"
   • Select "Microsoft Graph"
   • Add the following permissions:
     • Files.Read.All - Read all files that user can access
     • Sites.Read.All - Read items in all site collections
     • User.Read.All - Read all users' basic profiles

3. Generate Client Secret:

   • Navigate to Certificates & secrets
   • Click "New client secret"
   • Add description and select expiration
   • Copy the secret value (you won't see it again)

Step 2: Create SharePoint & OneDrive Integration in ept AI

1. Access Integration Settings:

   • Log into your ept AI dashboard
   • Navigate to Configuration > Integrations
   • Click "Create Integration"
   • Select "SharePoint & OneDrive" from the available integrations

2. Configure OAuth Connection:

   Client ID: your-azure-client-id
   Client Secret: your-azure-client-secret
   Tenant ID: your-tenant-id
   Redirect URI: https://your-ept-ai-domain.com/oauth/sharepoint/callback

3. Authorize Connection:

   • Click "Connect to SharePoint & OneDrive"
   • Complete the OAuth authorization flow
   • Grant necessary permissions to ept AI

Step 3: Configure SharePoint & OneDrive Channel

1. Create Channel:

   • Navigate to Configuration > Channels
   • Click "Create Channel"
   • Configure the channel:
     • Channel Name: "SharePoint OneDrive Assistant"
     • Channel Type: Select "SharePoint & OneDrive"
     • Integration: Select the SharePoint & OneDrive integration you created
     • Knowledge Source Configuration: Choose your document-focused KSC

2. Configure Channel Settings:

   {
     "sharepoint_onedrive_channel_config": {
       "integration_id": "sharepoint_onedrive_integration_123",
       "knowledge_source": "documents-ksc",
       "file_types": ["document", "spreadsheet", "presentation", "pdf"],
       "search_scope": {
         "onedrive": true,
         "sharepoint_sites": ["site1", "site2"],
         "shared_libraries": ["documents", "projects"],
         "my_sites": true
       },
       "content_extraction": {
         "enabled": true,
         "max_file_size": "10MB",
         "supported_formats": ["docx", "xlsx", "pptx", "pdf", "txt"]
       }
     }
   }

Integration Features

Document Search and Access

• Multi-Platform Search: Search across OneDrive and SharePoint sites
• Content Extraction: Extract text content from Office documents and PDFs
• Metadata Access: Access file properties, sharing settings, and modification dates
• Real-time Updates: Access the latest versions of documents

Intelligent Document Responses

• Context-Aware: Provide responses based on specific document content
• File References: Include relevant file links and citations
• Content Summarization: Summarize long documents when appropriate
• Cross-Document Search: Find information across multiple files and sites

Security and Access Control

• OAuth Security: Secure authentication using Microsoft Graph OAuth 2.0
• Permission Respect: Only access files the user has permission to view
• Audit Logging: Track all file access and search activities
• Data Privacy: No permanent storage of document content

Configuration Options

File Access Settings

{
  "file_access_config": {
    "search_scope": {
      "onedrive": true,
      "sharepoint_sites": ["site1", "site2", "site3"],
      "shared_libraries": ["documents", "projects", "meetings"],
      "my_sites": true,
      "recent_files": true
    },
    "file_types": {
      "documents": true,
      "spreadsheets": true,
      "presentations": true,
      "pdfs": true,
      "images": false,
      "videos": false
    },
    "excluded_folders": ["private", "confidential", "archived"]
  }
}

Content Processing

{
  "content_processing": {
    "extraction_enabled": true,
    "max_file_size": "10MB",
    "supported_formats": ["docx", "xlsx", "pptx", "pdf", "txt"],
    "content_caching": {
      "enabled": false,
      "retention_period": "1 hour"
    },
    "search_options": {
      "full_text_search": true,
      "metadata_search": true,
      "fuzzy_matching": true,
      "site_search": true
    }
  }
}

Response Configuration

{
  "response_config": {
    "include_file_links": true,
    "include_citations": true,
    "max_results": 5,
    "response_format": {
      "include_summary": true,
      "include_quotes": true,
      "include_file_metadata": false,
      "include_site_info": true
    }
  }
}

Use Cases

Document Q&A

1. Policy Questions: Answer questions about company policies stored in SharePoint
2. Procedure Lookup: Find and explain procedures from documentation libraries
3. Data Analysis: Access and analyze data from Excel files in OneDrive
4. Presentation Content: Retrieve information from PowerPoint presentations

Team Collaboration

• Shared Knowledge: Access team documents and SharePoint sites
• Project Information: Find project-related documents and files
• Meeting Materials: Access meeting notes and presentation materials
• Resource Discovery: Help team members find relevant documents

Content Management

• Document Search: Quickly find specific documents or information
• Content Summarization: Get summaries of long documents
• Cross-Reference: Find related information across multiple files and sites
• Version Tracking: Access the latest versions of documents

Best Practices

Security and Privacy

1. Access Control: Only grant necessary permissions to the integration
2. File Permissions: Ensure proper file sharing settings in SharePoint and OneDrive
3. Audit Monitoring: Regularly review access logs and permissions
4. Data Handling: Follow your organization's data protection policies

Performance Optimization

1. Search Scope: Limit search scope to relevant sites and libraries
2. File Types: Only enable necessary file types for processing
3. Caching Strategy: Configure appropriate content caching settings
4. Response Limits: Set reasonable limits for search results and file sizes

Content Management

1. Site Organization: Maintain well-organized SharePoint site structures
2. Naming Conventions: Use consistent file naming for better searchability
3. Metadata: Add appropriate descriptions and tags to documents
4. Regular Updates: Keep documents current and remove outdated files

Troubleshooting

Common Issues

OAuth Authentication Errors

• Verify Client ID and Client Secret are correct
• Check redirect URI matches exactly
• Ensure Microsoft Graph permissions are granted
• Verify app registration is properly configured

File Access Issues

• Check file permissions and sharing settings
• Verify integration has necessary scopes
• Test with files you own first
• Review Microsoft Graph API quotas and limits

Content Extraction Problems

• Verify file format is supported
• Check file size limits
• Ensure file is not corrupted or password-protected
• Test with different file types

Error Codes

Error Code	Description	Solution
401	Unauthorized	Check OAuth credentials and token
403	Forbidden	Verify file permissions and API scopes
404	Not Found	Check file ID and access permissions
429	Rate Limited	Implement rate limiting and retry logic

Support Resources

• Microsoft Graph API Documentation
• ept AI Support
• Integration Status Page

Monitoring & Analytics

Key Metrics

• Search Volume: Number of document searches per day/week
• File Access: Most accessed file types and sites
• Response Time: Average time to search and respond
• User Engagement: Number of unique users accessing documents

Dashboard Views

Configure your ept AI dashboard to show:

• SharePoint & OneDrive integration status
• Recent document searches and access
• File type usage statistics
• Search performance metrics

Next Steps

After setting up your SharePoint & OneDrive integration:

1. Test the Integration: Search for documents and verify responses
2. Configure Access: Set up appropriate file permissions and search scopes
3. Train Your Team: Ensure users understand the integration capabilities
4. Optimize Performance: Fine-tune search settings and file access

For additional support or custom SharePoint & OneDrive configurations, contact our integration team.