# SharePoint

## Overview <a href="#overview" id="overview"></a>

The SharePoint Integration connects IFS Loops to your SharePoint environment to ingest knowledge articles from your selected sites. It uses OAuth-based authentication via an Azure login, with automatic token persistence and the option to regenerate access at any time.

### Best practices <a href="#best-practices" id="best-practices"></a>

* Permissions Required:
  * IFS Loops requires the following permissions while connecting SharePoint:
    * offline\_access
    * <https://graph.microsoft.com/Files.ReadWrite.All>
    * <https://graph.microsoft.com/Sites.ReadWrite.All>

## Setup instructions

### Add SharePoint Integration in IFS Loops

{% stepper %}
{% step %}
Log in to the IFS Loops platform using your credentials.
{% endstep %}

{% step %}
Navigate to the **Connectors** section from the sidebar.
{% endstep %}

{% step %}
Click on the **Add Integration** button.
{% endstep %}

{% step %}
Choose **SharePoint** from the list.
{% endstep %}

{% step %}
Enter a unique **Integration Name**.
{% endstep %}

{% step %}
Click on the **Next** button.
{% endstep %}

{% step %}
Click on the **Connect** button.
{% endstep %}

{% step %}
An Azure login screen will appear. Log in and grant the required permissions.
{% endstep %}

{% step %}
On success, you will see a popup: **"Integration Configured Successfully"**
{% endstep %}
{% endstepper %}

### Configure SharePoint Sites in IFS Loops

{% stepper %}
{% step %}
Go to the **Integration Configuration** page.
{% endstep %}

{% step %}
Select the **sites** from the dropdown for which you want to pull knowledge articles.
{% endstep %}

{% step %}
Select **Personal site** if you want to fetch knowledge articles from personal storage as well.
{% endstep %}

{% step %}
Click on **Update**.
{% endstep %}
{% endstepper %}

## How to Use the SharePoint Integration in IFS Loops

Once the integration is added, follow the steps below.

{% stepper %}
{% step %}
Go to your **SharePoint integration**.
{% endstep %}

{% step %}
Navigate to the **Jobs / Data Ingestion** tab.
{% endstep %}

{% step %}
Select **Ingress Type** as **Full Ingress.**
{% endstep %}

{% step %}
Click on **Start Ingress**.
{% endstep %}

{% step %}
After a few minutes, check the **job status** to confirm it is successful.
{% endstep %}
{% endstepper %}

## Regenerate Token

{% stepper %}
{% step %}
Go to your **SharePoint integration**.
{% endstep %}

{% step %}
Click on the **Edit** button.
{% endstep %}

{% step %}
Navigate to the **Authentication** tab.
{% endstep %}

{% step %}
Click on the **Regenerate Token** button.
{% endstep %}

{% step %}
An Azure login screen will appear. Log in using your credentials.
{% endstep %}

{% step %}
On success, you will see a popup: **"Integration updated successfully"**
{% endstep %}
{% endstepper %}


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