Setting up Sharepoint as a Source
Connect SharePoint to Guru to improve knowledge visibility, discoverability, and governance across your organization. By syncingSharePoint content into Guru, teams can easily search, access, and trust internal documentation—right from where they already work.
Access Required
Guru Access: You need to be an Admin in Guru to set up sources.
Sharepoint Access:
If you want to set up your permissions in Guru you do not need to be an Admin. Non-admins may require admin consent depending on how your Sharepoint account is managed. If admin consent is necessary, please read the guide here and follow the instructions here to ask your SharePoint administrator to grant user consent.
If you want to inherit your team's permissions from Sharepoint you need to be a Super Admin in Sharepoint.
Setting Up SharePoint as a Source
- Navigate to Manage > Sources.
- Select Sharepoint from the icon menu.
- Decide if you want to set up permissions in Guru or inherit permissions from Sharepoint.
- If you want to set up your permissions in Guru
- Under Select Permissions select Read Only for Non-Admins.
Note
The scopes required include:
- Files.Read.All: Read all files that user can access
- Sites.Read.All: Read items in all site collections
- User.Read: Sign in and read user profile
- User.ReadBasic.All: Read all users' basic profiles
- Under Select Permissions select Read Only for Non-Admins.
- If you want to inherit your team's permissions from Sharepoint
- Under Select Permissions select Read only for Admins.
- You'd need to be a Super Admin in Sharepoint to set up inherited permissions.
Note
The scopes include:
a. Files.Read: Read user files
- Files.Read.All: Read all files that user can access
- Files.ReadWrite: Have full access to user files
- Files.ReadWrite.All: Have full access to all files user can
access - Files.ReadWrite.All: Read and write files in all site
collections - Group.Read.All: Read all groups
- Group.Read.All: Read all groups
- GroupMember.Read.All: Read group memberships
- GroupMember.Read.All: Read all group memberships
- Sites.Manage.All: Create, edit, and delete items and lists
in all site collections - Sites.ReadWrite.All: Edit or delete items in all site
collections - User.Read: Sign in and read user profile
- User.Read.All: Read all users' full profiles
- If you want to set up your permissions in Guru
- To authenticate, you'll need your Sharepoint Credentials.
- Depending on the source, you'll be prompted to specify what content you want to include in the scope of the sync, called Selective Sync. By keeping the scope of the content synced to Guru contained to what is needed, you'll experience faster sync times and a more focused search experience.
- Define what content you want to sync into Guru. You'll need to select each folder individually to sync to Guru - if you have many folders, we'd recommend nesting folders and selecting the top nested level.
- If you want to set up permissions to content in Guru, specify which Guru Groups should have access to the content once synced. Otherwise, if you choose "inherit permissions" - Knowledge Agents will respect the permissions from the source application.
- Admins have the option of adding a Source Owner for each Source. Source Owners can add Viewers or other Owners, and delete the Source.
- An Owner can be added during this initial setup stage, or later by clicking manage access for that Source.
- Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."
Objects synced from Sharepoint
Only files in selected folders can be synced to Guru. You'll need to connect each folder in Sharepoint individually.
Files | Folders | Drives | Users |
---|---|---|---|
Checksum | Drive | Drive URL | Email Address |
Drive | Folder URL | Name | Is Me |
File URL | Name | Remote Created Timestamp | Name |
Folder | Parent Folder | ||
Mime Type | Remote Created Timestamp | ||
Name | Remote Updated Timestamp | ||
Remote Created Timestamp | Size | ||
Remote Updated Timestamp | |||
Size |
Updated 11 days ago