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Connect SharePoint to your preprocessing pipeline, and use the Unstructured Ingest CLI or the Unstructured Ingest Python library to batch process all your documents and store structured outputs locally on your filesystem.

You will need:

The SharePoint prerequisites, which include the following settings.

  • The SharePoint site URL.

    • Site URLs typically have the format https://<tenant>.sharepoint.com.
    • Relative site URLs typically have the format https://<tenant>.sharepoint.com/sites/<site_name>.
    • To process all sites within a tenant, use a site URL of https://<tenant>-admin.sharepoint.com. This requires the app to be registered at a tenant level.

    Learn more.

  • The path in the SharePoint site from which to start parsing files, for example "Shared Documents". If the connector is to process all sites within the tenant, this filter will be applied to all site document libraries.

  • A SharePoint app principal with its application (client) ID, client secret, and access permissions to the SharePoint instance. Get a client ID and client secret, and set access permissions.

    You can create SharePoint app principals through https://<tenant>.sharepoint.com/_layouts/15/appregnew.aspx.

    For a SharePoint app principal with site-scoped permissions, use app permission request XML such as the following to grant permissions through https://<tenant>.sharepoint.com/_layouts/15/appinv.aspx:

    <AppPermissionRequests AllowAppOnlyPolicy="true">
      <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" />
    </AppPermissionRequests>
    

    For a SharePoint app principal with tenant-scoped permissions, use app permission request XML such as the following to grant permissions through https://<tenant>-admin.sharepoint.com/_layouts/15/appinv.aspx instead:

    <AppPermissionRequests AllowAppOnlyPolicy="true">
      <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />
    </AppPermissionRequests>
    

    Available Right settings include Read, Write, Manage, and FullControl. To learn more, see Add-in permissions in SharePoint.

The SharePoint connector dependencies:

CLI, Python
pip install "unstructured-ingest[sharepoint]"

You might also need to install additional dependencies, depending on your needs. Learn more.

The following environment variables:

  • SHAREPOINT_APP_CLIENT_ID - The SharePoint application (client) ID, represented by --client-id (CLI) or client_id (Python).
  • SHAREPOINT_APP_CLIENT_SECRET - The client secret for the SharePoint application, represented by --client-cred (CLI) or client_cred (Python).
  • SHAREPOINT_SITE - The SharePoint site URL, represented by --site (CLI) or site (Python).
  • SHAREPOINT_PATH - The path in the SharePoint site from which to start parsing files, represented by --path (CLI) or path (Python).

These environment variables:

  • UNSTRUCTURED_API_KEY - Your Unstructured API key value.
  • UNSTRUCTURED_API_URL - Your Unstructured API URL.

Now call the Unstructured Ingest CLI or the Unstructured Ingest Python library. The destination connector can be any of the ones supported. This example uses the local destination connector: