Setting up Sharepoint as a Source

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Access Required

Prerequisites

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 Salesforce.

Setting Up SharePoint as a Source

1. Navigate to Manage > Sources.
2. Select Sharepoint from the icon menu.
3. Decide if you want to set up permissions in Guru or inherit permissions from Sharepoint.
   1. If you want to set up your permissions in Guru
      1. Under Select Permissions select Read Only for Non-Admins.

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         Note

         The scopes required include:

         1. Files.Read.All: Read all files that user can access
         2. Sites.Read.All: Read items in all site collections
         3. User.Read: Sign in and read user profile
         4. User.ReadBasic.All: Read all users' basic profiles

   2. If you want to inherit your team's permissions from Sharepoint
      1. Under Select Permissions select Read only for Admins.
      2. You'd need to be a Super Admin in Sharepoint to set up inherited permissions.

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         Note

         The scopes include:

         a. Files.Read: Read user files

         1. Files.Read.All: Read all files that user can access
         2. Files.ReadWrite: Have full access to user files
         3. Files.ReadWrite.All: Have full access to all files user can
            access
         4. Files.ReadWrite.All: Read and write files in all site
            collections
         5. Group.Read.All: Read all groups
         6. Group.Read.All: Read all groups
         7. GroupMember.Read.All: Read group memberships
         8. GroupMember.Read.All: Read all group memberships
         9. Sites.Manage.All: Create, edit, and delete items and lists
            in all site collections
         10. Sites.ReadWrite.All: Edit or delete items in all site
             collections
         11. User.Read: Sign in and read user profile
         12. User.Read.All: Read all users' full profiles

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Note

Objects Synced: Only the files in selected folders will be synced.

4. To authenticate, you'll need your Sharepoint Credentials.
5. 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.
6. Define what content you want to sync into Guru.
7. 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.
   1. Admins have the option of adding a Source Owner for each Source. Source Owners can add Viewers or other Owners, and delete the Source.
   2. An Owner can be added during this initial setup stage, or later by clicking manage access for that Source.
8. 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."

Taking the Next Step

Ready to connect SharePoint as a Source? Follow the instructions here: Connecting Sources to Guru

For information on connecting other Sources, see Details to Set Up a new Source