SharePoint

Ingest your files into Unstructured from SharePoint.

You’ll 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.

To create the source connector:

1. On the sidebar, click Connectors.
2. Click Sources.
3. Click Add new.
4. Give the connector some unique Name.
5. In the Provider area, click SharePoint.
6. Click Continue.
7. Follow the on-screen instructions to fill in the fields as described later on this page.
8. Click Save and Test.

Fill in the following fields:

• Name (required): A unique name for this connector.
• Client ID (required): The client ID provided by SharePoint for the app registration.
• Client Credential (required): The client secret associated with the client ID.
• Site URL (required): The base URL of the SharePoint site to connect to.
• Path (required): The path from which to start parsing files, for example Shared Documents.
• Recursive: Check this box to recursively process data from subfolders within the specified path.
• Files Only: Check this box to disregard the folder structure.