> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skypoint.ai/llms.txt
> Use this file to discover all available pages before exploring further.

#  

# How to configure SharePoint  on skyData Studio

This guide walks you through the steps to connect SharePoint with skyData, covering setup, configuration, and key considerations.

Microsoft SharePoint is a collaboration and document management platform that enables teams to securely store, organize, and share content. Integrated with Microsoft 365, it streamlines workflows, enhances productivity, and supports enterprise content management.

## Prerequisite

You need the following credentials to configure and import data from SharePoint:

* Client Secret
* Application (Client) ID
* Directory (Tenant) ID
* SharePoint site URL

Users can setup SharePoint datasource on skyData studio by following the below steps:

* **Azure App Registration:** Register an app in Azure AD and generate credentials for SharePoint access.
* **skyData Studio Setup:** Configure SharePoint as a data source using the app credentials and site URL.

## Azure App Registration

1. Sign in to the [Azure Portal](https://portal.azure.com/).

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azureportaldashboard.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=f268c8172d75e84cc6b31cee7c3fa3b0" alt="login to azure portal" width="1920" height="1091" data-path="static/doc_snippets/azureportaldashboard.png" />

2. Search for **App Registration** in the search bar, as indicated with an arrow.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azureappregistrationsearch.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=5f9a8c6e19ee8176e77b223a7a62fc75" alt="Search for app registration" width="1920" height="1089" data-path="static/doc_snippets/azureappregistrationsearch.png" />

3. Next, click on the **New Registration** button located at the top left corner, as highlighted.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azurenewregistration.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=5dd0baac0b623b08087f63a4fd44dd74" alt="Click on new registrations" width="1920" height="1089" data-path="static/doc_snippets/azurenewregistration.png" />

4. Enter the display name for the application following a standard naming convention, ensuring it begins with a letter and contains only letters or numbers.

<img src="https://mintcdn.com/skypoint/Vvs3Y8BZWhRZzBi7/static/doc_snippets/azureregisterapplication.png?fit=max&auto=format&n=Vvs3Y8BZWhRZzBi7&q=85&s=8950ef4255b9c547961bf846ec344f6d" alt="Enter display name for application registration" width="4448" height="2523" data-path="static/doc_snippets/azureregisterapplication.png" />

5. Select the account type by choosing the radio button next to **Accounts in this organizational directory only (Skypoint only – single tenant).**

6. Next, click the **Register** button at the bottom.

The **Application Registration** page will appear:

7. Navigate to the **Manage** tab and select **API Permissions** from the dropdown menu options.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azuremanageapi.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=b399f71544af6b91ca27e4a793f97b12" alt="Click on the manage tab and then api permissions" width="1920" height="1089" data-path="static/doc_snippets/azuremanageapi.png" />

8. Then, click on **Add a permission,** as highlighted.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azureaddpermission.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=02a1fb2ed7303e3545ddcc4053b1ad77" alt="Add a permission" width="1920" height="1089" data-path="static/doc_snippets/azureaddpermission.png" />

This action triggers a pop-up that appears on the right side of the webpage.

9. Click on **Microsoft Graph** to continue.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azuremicrosoftgraph.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=282f62dd2e1c3ed17658c181348c49d0" alt="Click on microsoft graph" width="1920" height="1089" data-path="static/doc_snippets/azuremicrosoftgraph.png" />

10. Select **Application Permissions.**

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azureapppermissions.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=6ed03bbb14cc87f02ee365e0703674f3" alt="Select application permissions" width="1920" height="1089" data-path="static/doc_snippets/azureapppermissions.png" />

11. Use the search bar to look up for **Sites.**

<img src="https://mintcdn.com/skypoint/Vvs3Y8BZWhRZzBi7/static/doc_snippets/azureselectpermissions.png?fit=max&auto=format&n=Vvs3Y8BZWhRZzBi7&q=85&s=0b9a799cb4cc690d1f9b7db930280e43" alt="Look up for sites" width="1920" height="1089" data-path="static/doc_snippets/azureselectpermissions.png" />

12. Click on **Sites** to expand the menu options, and select the checkboxes for the required permissions.

<img src="https://mintcdn.com/skypoint/Vvs3Y8BZWhRZzBi7/static/doc_snippets/azuresites.png?fit=max&auto=format&n=Vvs3Y8BZWhRZzBi7&q=85&s=5b42fd79490cd7f624928f25be0a59c2" alt="Click on sites" width="1920" height="1089" data-path="static/doc_snippets/azuresites.png" />

13. To grant read access permission to skyDataP on the SharePoint datasource, select the checkbox as illustrated in the figure below:

<img src="https://mintcdn.com/skypoint/Vvs3Y8BZWhRZzBi7/static/doc_snippets/azurereadonlysites.png?fit=max&auto=format&n=Vvs3Y8BZWhRZzBi7&q=85&s=a2de50f2e4156e5fef36d56f742c07b0" alt="grant read access permission" width="1920" height="1089" data-path="static/doc_snippets/azurereadonlysites.png" />

14. Next, click on **Add Permissions.**

15. The permissions will be added and displayed under the **Configured permissions** as shown in the figure below:

<img src="https://mintcdn.com/skypoint/Vvs3Y8BZWhRZzBi7/static/doc_snippets/azurestatusgranted.png?fit=max&auto=format&n=Vvs3Y8BZWhRZzBi7&q=85&s=bec5f345dd46a98fc35fb941c6222859" alt="Permissions gets added and displayed" width="1920" height="1089" data-path="static/doc_snippets/azurestatusgranted.png" />

16. If the permissions' status displays as **Not granted for Skypoint,** users should request approval from a global administrator.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azurenotgrantedadminconsent.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=802dd0c9af232a47e67d298c889ac2ab" alt="Permission not granted for skypoint" width="1920" height="1089" data-path="static/doc_snippets/azurenotgrantedadminconsent.png" />

17. To grant admin consent for Skypoint, users with group admin access should:

    a. Click the designated tab indicated by the arrow.

    b. Then by clicking on the **Yes** button, confirm the changes and grant admin consent.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azuregreatadminconsentconfirmation.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=bf0a560223d3041954d9a05d13de512a" alt="Granting Admin consent" width="1920" height="1089" data-path="static/doc_snippets/azuregreatadminconsentconfirmation.png" />

18. Post granting admin consent, status gets updated as shown in the figure below:

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azureadminconsentgranted.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=19ec8d1cfed212a33c3c8d1d5e7d770d" alt="API permission granted" width="1920" height="1089" data-path="static/doc_snippets/azureadminconsentgranted.png" />

19. Next, navigate to the **Certificates & secrets** module and select **New client secret** under the **Client secrets** tab.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azurenewclientsecret.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=145edc8efcc1b2866040715aa58e8838" alt="Adding new client secret" width="1920" height="1089" data-path="static/doc_snippets/azurenewclientsecret.png" />

20. A form pops up to the right to add/generate a client secret value. Provide a description or just type **Client Secret** in the description field and set the expiration period according to your requirements or select the recommended duration of 180 days from the drop down.

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azureaddaclientsecret.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=f4e001d9708a8bfc5393e956522d76a0" alt="Adding description and expiry date to client secret" width="1920" height="1089" data-path="static/doc_snippets/azureaddaclientsecret.png" />

21. Click the **Add** button to generate the client secret.

22. Copy the **Client Secret** by clicking the copy icon under the **Value** tab, as illustrated in the figure below.

<Note>
  * Ensure to immediately copy the client secret value, as it will be hidden once you navigate away from the page and cannot be retrieved later.
  * If you forget to copy the client secret value, you can delete the existing client secret and generate a new one by repeating the above steps.
</Note>

<img src="https://mintcdn.com/skypoint/Vvs3Y8BZWhRZzBi7/static/doc_snippets/azuresecretclientvalue.png?fit=max&auto=format&n=Vvs3Y8BZWhRZzBi7&q=85&s=a4b3d5cb1b01507bcbc75e5dfd631553" alt="copy the client secret value by clicking on the copy icon" width="1920" height="1101" data-path="static/doc_snippets/azuresecretclientvalue.png" />

23. Next, navigate to the **Overview** module to copy credentials such as the **Application (Client) ID and Directory (Tenant) ID.**

<img src="https://mintcdn.com/skypoint/rWhbnYAbVPcN7FJv/static/doc_snippets/azurecopycredentials.png?fit=max&auto=format&n=rWhbnYAbVPcN7FJv&q=85&s=fcd9296d54005735ee9d6b5f74cdb3ce" alt="collect client id and tenant id from overview module" width="1920" height="1089" data-path="static/doc_snippets/azurecopycredentials.png" />

24. Then, copy The **SharePoint site URL** up to the identifiable **site name,** to be used as the site URL in the form when setting up SharePoint on skyData Studio. (Refer the figure below)

    For example, if the SharePoint site URL is structured as follows: [https://ffdinc.sharepoint.com/sites/SharepointTLD/shared%39Documents?Forms?altitems.aspx](https://ffdinc.sharepoint.com/sites/SharepointTLD/shared%39Documents?Forms?altitems.aspx)

    Use the SharePoint site URL up to the identifiable site name: [https://ffdinc.sharepoint.com/sites/SharepointTLD](https://ffdinc.sharepoint.com/sites/SharepointTLD)

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointlink.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=4f0f4282fea94b7677c7399db9edd0f0" alt="copy sharepoint site url up to the identificable site name" width="1920" height="967" data-path="static/doc_snippets/sharepointlink.png" />

Copy and secure the **Client Secret**, **Application (Client) ID**, **Directory (Tenant) ID** from the **Azure Portal**, along with the **SharePoint site URL**, for connecting SharePoint data in **SkyPoint AI Studio**.

## skyData Studio Setup

Users can setup SharePoint datasource on skyData studio by following the below steps:

### A. Initiate setting up SharePoint on skyData Studio

1. Sign in to **skyData Studio.**
2. Navigate to **Dataflow** and choose **Connections.**
3. Click on **Set up** for SharePoint datasource.

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointconnection.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=8527efef6ae4b5d504c7c69cae275bfd" alt="Navigate to dataflow, click on connections" width="1920" height="1087" data-path="static/doc_snippets/sharepointconnection.png" />

4. Fill in the required connection details and validate credentials.

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/setupsharepoint.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=5126d2736088bcb1b35707f34d3580b4" alt="Setup sharepoint by filling the required credentials" width="1920" height="1089" data-path="static/doc_snippets/setupsharepoint.png" />

5. Click **SAVE** button to confirm the changes, once the credentials are verified.

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointcredvalidation.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=57779806bd18a6a681cb5d75f9e2a2b9" alt="Post credentials getting verified click save button" width="1920" height="1089" data-path="static/doc_snippets/sharepointcredvalidation.png" />

**Congratulations!** You have successfully set up SharePoint data connections.

### B. Add SharePoint data source to ingestion pipeline on skyData Studio

1. Go to **AI Agents** and choose **Unstructured Data.**
2. Click on **Add Source.**

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointadddatasource.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=847d3157fc0e7dcd2f52984d7b62c3b2" alt="Go to ai agents and then to unstructured data to click on add source" width="1920" height="1083" data-path="static/doc_snippets/sharepointadddatasource.png" />

3. Choose SharePoint as the type of data source.

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointselectadddatasource.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=5e97a9c77b21ad09174fdba268eadc7d" alt="Select sharepoint as datasource" width="1920" height="1089" data-path="static/doc_snippets/sharepointselectadddatasource.png" />

4. Add name and display name.
5. Select connection from the drop-down menu setup earlier.

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointconfigdatasource.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=24d1e85c764566593db47b9b285285b9" alt="Add name and display name" width="1920" height="1089" data-path="static/doc_snippets/sharepointconfigdatasource.png" />

6. Select the storage path by clicking on the folder icon.
7. Click the drop-down menu to select the ingestion mode.
8. Next, hit the **SAVE** button.

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointingestionmode.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=2505fe27683c3b42e1fcb86f354b55f4" alt="Select storage path and ingestion mode" width="1920" height="1089" data-path="static/doc_snippets/sharepointingestionmode.png" />

8. View saved SharePoint datasource under AI Agents as highlighted in the figure below.
9. Right click on the horizontal ellipsis against the saved data source to complete data ingestion.

<img src="https://mintcdn.com/skypoint/XlqH9d-peFD49de3/static/doc_snippets/sharepointconfigured.png?fit=max&auto=format&n=XlqH9d-peFD49de3&q=85&s=b7ac9cff32afbc4c3d995a7c89375078" alt="Check status for data ingestion" width="1920" height="1089" data-path="static/doc_snippets/sharepointconfigured.png" />

**Awesome!** You have successfully configured the SharePoint datasource on skyData.
