SharePoint

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Step 1: Register Application in Azure Portal

• Navigate to portal.azure.com and sign in with your Microsoft 365 administrator account

• Search for “App registrations” in the top search bar
• Or navigate to Microsoft Entra ID → App registrations

• Enter application details:
  • Name: Enter app name (e.g., “Novaplan AI Connector”)
  • Supported account types: Select “Accounts in this organizational directory only (Single tenant)”
  • Select a platform: Web
  • Redirect URI: Leave blank
• Click “Register”

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Step 2: Copy Application Credentials

• Application (client) ID: Found under “Essentials” section
• Directory (tenant) ID: Found under “Essentials” section

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Step 3: Configure API Permissions

• On the overview page, click on Manage > API Permissions
• Click Add a permission
• Select Microsoft Graph
• Choose Application permissions (not Delegated permissions) and add the following:
  • User.Read.All
  • GroupMember.Read.All
  • Group.Read.All
  • Files.ReadWrite.All
  • Reports.Read.All
  • Sites.FullControl.All
  • Member.Read.Hidden

• Click Add a permission and select SharePoint
• Choose Application permissions and add the following:
  • Sites.FullControl.All
• Click Add permissions

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Step 4: Grant Admin Consent

• On the API permissions page, click “Grant admin consent for [Your Organization]”
• Confirm by clicking “Yes”
• Wait for the status to show green checkmarks

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Step 5: Setup Certificate & Secret

• Download the relevant OpenSSL installation manager for your version of Windows. OpenSSL offers a list of third-party binary distributions, with Shining Light Productions as an option.
• During the installation process, select the option to copy the OpenSSL binaries into the /bin directory.
• Open a new PowerShell instance. In PowerShell, you can run the following command to make use of OpenSSL binaries:

$env:Path += ";C:\\Program Files\\OpenSSL-Win64\\bin"

openssl genrsa -out tempprivatekey.key 2048
openssl pkcs8 -topk8 -inform PEM -outform PEM -in tempprivatekey.key -out privatekey.key -nocrypt
openssl req -new -key privatekey.key -out request.csr
openssl x509 -req -days 365 -in request.csr -signkey privatekey.key -out certificate.crt

• The certificate file must start with BEGIN CERTIFICATE and end with END CERTIFICATE
• The private key should begin with BEGIN PRIVATE KEY and end with END PRIVATE KEY. It must not include RSA in the headers, nor be encrypted.

• Upload the certificate.crt in Novaplan AI under Client Certificate
• Upload the privatekey.key in Novaplan AI under Private Key

• Navigate back to Microsoft Entra ID > Manage > App registrations and click on the app you created earlier
• Click Manage > Certificates & secrets
• Click the Certificates section and Upload certificate
• Upload the certificate.crt file that you generated
• After uploading, the application must now list the new certificate

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Step 6: Configure Connector in Novaplan AI

1. Navigate to Workspace Settings > Connectors in your application.

2. Find the SharePoint connector and click “Setup”
3. Enter the following details:
   • Enter a name for your connector Instance
   • Application (Client) ID: From Step 2
   • Directory (Tenant) ID: From Step 2
   • SharePoint Domain: The domain of your SharePoint site (e.g., https://yourcompany.sharepoint.com)
   • Check the “Has Admin Consent” checkbox
   • Upload the Client Certificate and Private Key that you generated in Step 5

4. Click “Save”

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Sync Settings

• Scheduled - The connector will automatically sync data from SharePoint at the scheduled interval.
• Manual - The connector will sync data from SharePoint only when Admin manually triggers the sync from the connector settings page.

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Filters

• Sync filters — applied during the sync phase. They determine which sites, libraries, files, and content are fetched from SharePoint.
• Indexing filters — applied after content is fetched. They determine which content types are actually indexed and made searchable.

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Sync Filters

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Indexing Filters

1. Viewer identity or SharePoint access does not match - A viewer’s Microsoft 365 email or site permissions may not map to their Novaplan AI account.
   • Fix: Ask your administrator to check the affected viewer’s account email and access to the site or file. The tenant admin who granted app consent can be a different person.
2. Records show in “All Records” but not in search - Documents display in the All Records section but don’t appear in search query results.
   • Fix: Verify sync filters in the connector settings and ensure indexing has completed. Check that the data matches your search query criteria.
3. Data not yet indexed - The connector is still syncing or hasn’t completed the initial indexing process.
   • Fix: Go to Workspace Settings → Connectors, check the sync status, and wait for indexing to complete.

1. Create a dedicated connector instance — Create a SharePoint connector instance for the site that contains the subfolders you want to index.
2. Select Manual Indexing — When configuring the connector, choose the Enable Manual Indexing option. This gives you granular control over which content gets indexed.
3. Select the SharePoint site — Use the filters to select the specific SharePoint site that contains the subfolders you want to index.
4. Navigate to specific folders — Go to All Records in the navigation bar, then browse to the specific files or folders you want to index within the selected SharePoint site.