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SharePoint User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a SharePoint connector with Abacus.AI's ChatLLM platform.

Prerequisites​

Before starting, ensure you have access to:

  • Abacus.AI platform
  • SharePoint environment with appropriate permissions
  • Administrative access to create connectors and projects

Step-by-Step Instructions​

1. Create SharePoint Connector​

Create a SharePoint connector by referring to User connector flow section in our public documentation:
SharePoint Connector Documentation

2. Navigate to Projects Page​

After creating the connector, navigate to the projects page by clicking on the ABACUS.AI logo.

3. Create New Project​

Click on "Create a new project" to begin setting up your ChatLLM project.

4. Select Project Type​

Choose GenAI --> Custom Chatbot option from the available project types.

5. Configure Project Name​

Enter a descriptive name for your project that reflects its purpose.

6. Skip to Dashboard​

Select "Skip to project dashboard" to proceed directly to the project configuration.

7. Access Model Training​

  1. Click on the Model option in the left toolbar
  2. Select "Train Model" in the top right corner of the page

8. Configure Advanced Options​

Navigate through the following menu structure:

  • Select Advanced Option
  • Choose Tool Use
  • Select Sharepoint_tool
  • Under Config Connectors option, select the connector you created in Step 1.

Note: You can add multiple SharePoint User connectors either within the same model or across separate models.

9. Initiate Model Training​

Click on "Train Model" to begin the training process.

10. Access Trained Model​

Once training is complete:

  1. Click on Models in the navigation
  2. Select your newly trained model

11. Create Deployment​

Click on "Create a new deployment" to make your model available for use.

12. Configure Deployment Type​

  1. Select "Offline Batch + Realtime" deployment option
  2. Click "Next" to proceed

13. Name Your Deployment​

Enter a user-friendly name that your end users will see, then click "Deploy".

14. Monitor Deployment Status​

  1. Return to your model by clicking Models → [Your Model Name]
  2. Wait for the deployment status to show as "Active"
  3. Click on the deployment name once active

15. Access Prediction Dashboard​

Click on the "Prediction Dash" option under the Deployment section.

16. Test Your Bot​

Click on "Go to Abacus.AI Chat" to access the testing interface.

17. Start Using the Chatbot​

  • Enter your questions or prompts in the chat interface
  • Note: Each user will be prompted to log in to SharePoint once for authentication

Permissions and Access​

When setting up the connector, the following permissions are requested. Please note that all the permissions are delegated permissions:

Graph API scopes

  • Directory.Read.All: Read directory data
  • email: View users' email address
  • Files.Read.All: Read all files that user can access
  • offline_access: Maintain access to data you have given it access to
  • openid: Sign users in
  • profile: View users' basic profile
  • SensitivityLabel.Read: Read the user's sensitivity labels
  • Sites.Read.All: Read items in all site collections
  • Sites.Selected: Access selected Sites, on behalf of the signed-in user
  • User.Read: Sign in and read user profile

SharePoint Scopes:

  • AllSites.Read: Read items in all site collections
  • MyFiles.Read: Read user files
  • Sites.Search.All: Run search queries as a user
  • Sites.Selected: Access selected site collections
  • User.Read.All: Read user profiles

These permissions allow the connector to pull necessary data.

Important Notes​

  • Authentication: Users will need to authenticate with SharePoint on their first interaction
  • Permissions: Ensure proper SharePoint permissions are configured for the connector
  • Sensitivity Labels: The connector supports Microsoft Purview sensitivity labels. If configured, files matching specified sensitivity labels can be excluded during data ingestion. Ensure the SensitivityLabel.Read delegated permission is granted.
  • Testing: Thoroughly test the connector with various SharePoint operations before deploying to end users

Troubleshooting​

If you encounter issues:

  1. Verify SharePoint connector configuration
  2. Check deployment status is "Active"
  3. Ensure proper authentication credentials
  4. Review SharePoint permissions and access rights