Integrating your organization’s Microsoft SharePoint with le Chat gives our AI access to your SharePoint content, enabling users to search, query, and retrieve information directly from it.
This guide will walk you through connecting and indexing your SharePoint content.
🔑 Indexing your Microsoft SharePoint content is a one-time mandatory setup that needs to be done before users can use the Connector. Additionally, this setup requires a SharePoint Super Admin account (see this documentation for more info).
Index your SharePoint content
After authorization, as an administrator, you must initiate the indexing procedure. Indexing allows our platform to securely retrieve and structure your chosen SharePoint content for optimal use by le Chat.
🚨 The duration of the SharePoint indexing process can fluctuate considerably, based on the volume and size of the sites and files selected. This may take anywhere from a few minutes to several hours.
1. Access Admin controls and locate SharePoint
Proceed to the Connectors page and select the Admin Controls tab.
Click the Admin Controls tab on the Connectors page
In the list of available services, find SharePoint. You should see an option to Setup indexing. Click the Setup button for SharePoint.
Click the Setup button to open the indexing modal
2. Review indexing information and proceed
A modal will appear, offering details regarding the indexing process, privacy considerations, and access management. It outlines how indexing enhances search capabilities and respects existing permissions.
Click Setup within this modal to initiate the indexing configuration.
Click Setup to initiate the indexing process
3. Follow the SharePoint indexing setup
You’ll be guided through an external setup flow to define the specifics of your SharePoint indexing, such as selecting particular sites or document libraries.
🚨 We recommend using a service account specifically designed for this purpose (or any non-user account, depending on the service you are using) rather than a personal user account within your organization. This is important because if the account used for the Connector is deleted, the Connector will fail and you will have to set it up again from scratch.
Complete all the steps in this guided workflow until you receive confirmation of a successful successful connection.
📌 During this setup, you will typically be asked to select specific drives, folders, or files you wish to make available for indexing. For more details on managing this selection, please refer to the article on Selective Sync for Knowledge Connectors.
4. Monitor indexing progress
Upon completing the setup flow, you’ll be returned to the Admin Controls tab. The Indexing status for SharePoint will now display as Indexing in progress.
SharePoint Connector status as Indexing in progress
Please allow time for this process to finish. The duration, as mentioned, depends on the amount of content being indexed.
5. Indexing complete
Once our system has successfully indexed your selected SharePoint content, the status will change to Indexing complete.
SharePoint Connector status as Indexing complete
Your Microsoft SharePoint integration is now fully active and indexed! Your team members can begin to utilize its knowledge within le Chat, according to the permissions and selective sync configurations you’ve established.