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SharePoint Integration

Updated

All your files at your fingertips

AutogenAI supports integration with SharePoint. Once you authorise the connection, the files on your SharePoint will be uploaded into the library of AutogenAI, so our Library AI can access the information that can aid your writing. If there is a change in the files you have chosen to upload, AutogenAI can retrieve the newest version of the file.

Contents

Demo Video

You can watch the video below, or use this link.

Prerequisites

This area explores the permissions, caveats and information you will need at various points of the integration to safely, securely and successfully integrate SharePoint with AutogenAI. 

General Prerequisites

These are the basic permissions you will need whichever integration route you take.

  • You need to have the Document Manager role on AutogenAI
  • You need to have Global Administrator in Microsoft Entra

Integrate via AutogenAI's UI - Prerequisites

There will be a point when you need to "Grant Access" to AutogenAI. Before proceeding, please make sure you understand the below. There will be a callback to this on the relevant step. Once you've reviewed these, go back to the instructions.

  • If you want to specifically provide site level information to us and avoid accepting the AutogenAI SharePoint Sync Manager app, go to Sync via specifying sites in PowerShell to continue with the set-up.
  • During SharePoint integration setup, you will be able to see all files and folders in the SharePoint site, and select the ones you wish to synchronise to an AutogenAI library.
  • Be aware: this access would include files or folders restricted to only some SharePoint users, and that individual SharePoint user restrictions will not carry across to the AutogenAI library.
  • If there are files or folders in the SharePoint that you do not wish to make available to users on AutogenAI, either deselect them during integration setup, or do not share the resulting library with unauthorised users.
  • It is also possible to set up multiple libraries synced to the same SharePoint if you wish to restrict certain files or folders within a SharePoint to certain users within the AutogenAI application.

Sync via specifying sites in PowerShell - Prerequisites

There will be a point when you need to "Grant Access" to AutogenAI. If you decide to proceed by using PowerShell, these are the things you need to know. Once you've reviewed these, go back to the instructions.

  • You need to be comfortable running PowerShell commands. More information can be found here.
  • You will need the Global Admin permission
  • You will need the Sites.FullControl.All or Site Collection Administrator permissions of the target site(s)

Post integration - IT Admin Prerequisites

After the SharePoint integration is complete, remove access for SharePoint-sync-manager on Microsoft Entra, so AutogenAI only has access to the selected SharePoint site. You can remove access of the SharePoint-sync app any time you want if you want to stop the sync between AutogenAI and your SharePoint.

Integrate with SharePoint via AutogenAI's UI

Before you start, make sure you have followed the General Prerequisites.

  • Go to the Library
  • Click New
  • Click on Connect SharePoint
  • You will be taken to a Microsoft Login page. Login.
  • If you don’t have admin access, you will be shown this pageAutogenAI Sharepoint Sync Need admin approval.png
  • If you have admin access, you will be taken to the following page to grant access to SharePoint-sync. Click accept.
  • AutogenAI Sharepoint Sync Microsoft Prompt.png
  • You will be taken back to the AutogenAI page. Click “Grant Access”.
  • If you decide to use PowerShell to continue the integration, please click here.
  • If you would like to continue using AutogenAI's UI, please review the prerequisites for this part of the integration.

  • You will be taken to the Microsoft Site once again to grant access to AutogenAI SharePoint Sync Manager. Click “Accept”.

    AutogenAI Sharepoint Sync Manager Microsoft Prompt.png

  • Choose the site you want to integrate with. Please ensure the site you are choosing is not a "Parent Site", as if it is, you will not be able to choose a drive to sync with, and you will be unable to proceed. Remember, it is also possible to set up multiple libraries synced to the same SharePoint.
  • Choose the Drive you want to use to sync the content to AutogenAI. Note that each library can sync content from one single drive - if you want to sync from more than one drive, connect to a new library and choose a different drive to access the content.
  • Choose the folders you want to sync the content to AutogenAI. You can choose to select all folders or select individual folders. You can change this setting on a later date.
  • Click "NEXT" once you have chosen the sites.
  • Select the membership settings for your SharePoint library on AutogenAI. You can change this setting at a later date.
  • Choose the user access level here.
  • Click “Add” to add the user to the library. You can change that at a later date.
  • Click "CONNECT"
  • You will see the new SharePoint library on the left-hand menu on the library. Files will get synced to AutogenAI and processed as usual on AutogenAI.
  • You can check out the sync status on the top right-hand corner of the screen.
  • You can manage the synced files settings and membership, copy the SharePoint link to the site, and remove the SharePoint library using the three-dot menu. If you notice a sync error status, contact support@autogenai.com so we can assist.
  • Now you have completed the instructions, if you are an IT Admin, please review the post integration prerequisites for security.

Sync via specifying sites in PowerShell

Before you start, make sure you have followed the General Prerequisites and the Sync via specifying sites in PowerShell - Prerequisites.

  • To grant permissions to the sites you need to run the PowerShell script below. Make sure you have the PnP.PowerShell module installed first. If you don’t you can install it with:
    Install-Module PnP.PowerShell
  • Grant access to AutogenAI read access to the site you want to integrate with via PnP PowerShell by running the following commands.
    Make sure to replace $yourSiteUri, $autogenClientId and $autogenAppName with the appropriate values.
  • $clientSiteUri = 'YOUR SITE URL'
    $autogenClientId = '68e7342b-03db-41a2-a816-ddf692955e22' 
    Autogen APP ID = double check in MS entra
    $autogenAppName = 'AutogenAI Sharepoint Sync'
  • Consent to the PnP Management Shell
    Register-PnPManagementShellAccess
  • Connect to SharePoint Online
    Connect-PnPOnline -Url $clientSiteUri -Interactive
  • Grant the permission to the site
    Grant-PnPEntraIDAppSitePermission -AppId $autogenClientId -DisplayName $autogenAppName -Permissions Read
  • Check the permission is granted
    Get-PnPEntraIDAppSitePermission
  • Provide the following information for every site you want to sync to the AutogenAI team. Note that one site set up you provide maps with one library within AutogenAI.
  • sharepointTenantId = Your sharepoint tenant id
    sharepointSiteId = id of the site
    sharepointDriveId = Id of the drive in the site
    sharepointPathsToSync = "/" if you want all the folders or the folder path. It can be more then one
    Admin member = Email of the user that should be added as admin
  • Once it is successful, you will see the files start syncing over into AutogenAI.

FAQ's

For further information on the Integration, user experience, and security of the SharePoint integration, please click here.

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