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SharePoint Connector

Connect to Microsoft SharePoint Online to index documents, sites, and libraries.

Overview

The SharePoint connector allows you to:

  • Index SharePoint Online sites
  • Access document libraries
  • Sync permissions from Microsoft 365
  • Support multiple site collections

Prerequisites

  • Microsoft 365 account
  • SharePoint Online access
  • Azure AD app registration (admin setup)

Authentication

OAuth 2.0

  1. Click Connect with Microsoft
  2. Sign in to Microsoft 365
  3. Consent to requested permissions
  4. Return to ZenSearch

Required Permissions

PermissionPurpose
Sites.Read.AllRead site content
Files.Read.AllAccess documents

Configuration

SettingDescription
Site URLsSharePoint sites to index
Document LibrariesSpecific libraries or all
Include SubsitesIndex subsites

Setup Steps

  1. Add Connector: Knowledge → Add Data Source → SharePoint
  2. Authorize: Connect with Microsoft OAuth
  3. Select Sites: Enter site URLs
  4. Configure Libraries: Choose document libraries
  5. Test & Create: Verify and save

Site Selection

Sites:
- https://company.sharepoint.com/sites/Engineering
- https://company.sharepoint.com/sites/Marketing

Content Indexed

ContentIncluded
DocumentsYes
ListsOptional
PagesYes
AttachmentsYes

Permission Sync

SharePoint permissions are synced:

  • Site permissions
  • Library permissions
  • Item-level permissions

Best Practices

  1. Start with key site collections
  2. Focus on document libraries
  3. Enable permission sync
  4. Exclude archive sites

Troubleshooting

Access denied: Verify Azure AD permissions are consented

Missing sites: Check site URL format and access rights