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SharePoint Integration Guide

SharePoint is a web-based collaboration platform developed by Microsoft. This integration guide provides instructions for setting up SharePoint in your Forethought instance. 

Create an app in Microsoft Entra

  1. Go to Microsoft Entra admin center.
  2. Navigate to Applications > App Registrations.
  3. Click New Registration.
  4. Create a name for the application.
  5. Under Supported account types, select “Accounts in this organizational directory only". This indicates that this app's use case will be internal.
  6. Click Register to create the app.


Integrate SharePoint with Forethought 

  1. Navigate to Settings > Integrations.
  2. Search for SharePoint and click on it. 
  3. To connect to SharePoint, you will need the following information:
    • Client Secret
      1. Go to Microsoft Entra admin center.
      2. Click Applications > App Registration > Certificates and Secrets.
      3. Select Client secrets.
      4. Click + New client secret.
      5. Provide a name or a short description of your client secret. 6. Set an expiration date for the client secret. Once it expires, you must create a new secret.
      7. Copy the client secret and paste it into the Integrations page.
    • Client ID (Application ID)
      1. Go to Microsoft Entra admin center.
      2. Click Applications > App Registration > Overview.
      3. Copy the Application ID and paste it into the Integrations page.
    • Tenant ID (Directory ID)
      1. Follow the same steps as for getting the Application ID.
  4. Request API permissions in the Microsoft Entra admin center. To request API permissions, do the following:
    1. Click Applications > App Registration > API permissions.
    2. Select Microsoft Graph.
    3. Select Application permissions. This setting lets us use the connector without requiring you to log in each time. This permission will remain in effect until your team revokes it or until the client secret expires.
    4. Select Sites > Sites Read All. The system reads all sites by default unless you specify otherwise in the Integrations page.
  5. Go back to the Forethought Integrations page and click Connect

Supported File Types

We currently support indexing the following file types:

    • .doc
    • .docx
    • .pdf
    • SharePoint files
    • Log files
    • Markdown files
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