Set Up the OneDrive/SharePoint Connector

The OneDrive/SharePoint Connector allows you to ingest documents from your Microsoft 365 storage directly into your project. To use the connector, you will authenticate via your Azure account.

One-Time Admin Setup (Optional)

This one-time setup registers the Airia Microsoft Connector application in your Azure Active Directory (Microsoft Entra ID), allowing it to access organizational data from OneDrive and SharePoint.

πŸ’‘ Note:

  • Application Name: Airia Connector – Web
  • Airia App ID: will be provided by our team
  1. Construct Admin Consent URL Use the following format, replacing <CUSTOMER_TENANT_ID> with your specific Microsoft tenant ID: https://login.microsoftonline.com/<CUSTOMER_TENANT_ID>/adminconsent?client_id=4969aaba-cdb0-4777-829d-63a9dde52671

    πŸ’‘ Example: https://login.microsoftonline.com/your-tenant-id-here/adminconsent?client_id=4969aaba-cdb0-4777-829d-63a9dde52671

  2. Open Consent URL Open the constructed URL in a web browser (preferably in an incognito or private browsing window).
  3. Log In as Azure Admin Log in using an Azure Admin user account that has permissions to grant consent for enterprise applications.
  4. Review and Grant Consent Review the requested permissions displayed on the screen and click Accept or Grant consent to approve them on behalf of your organization.

    πŸ’‘ Note: After successful consent, the browser will redirect back to the Airia platform.

  5. Confirm Application Registration Log into the Microsoft Entra ID portal and navigate to Enterprise applications. Confirm that Airia Connector – Web is listed in this section.

Permissions Enforcement

Airia filters query results based on the end-user’s access permissions in OneDrive/Sharepoint.

Prerequisites

To enable permission enforcement for your data source:

  • Single Sign-On (SSO) must be enabled for your Airia project.
  • Permission check must be enabled when configuring the specific data source (e.g., when setting up the OneDrive/SharePoint data source).

⚠️ Important: Platform users with read permissions can view the files and their generated chunks within a data source in the platform UI when it’s not user-specific. Permission checking is applied only at query time, not when viewing data in the platform UI.

Setting Up the Connector

  1. Select OneDrive or SharePoint Navigate to the Data Sources section of your project. Click Add data source and select OneDrive or SharePoint from the available library.

  2. Authenticate Your Azure Account Provide your username and password for your Azure account to authenticate the connection. This enables the connector to access and sync your data. Click Next when ready to proceed to content selection.

  3. Select Content for Ingestion Browse and select the content you want to ingest. You can select and deselect individual items.

    Supported content types for ingestion include:

    • SharePoint sites

    • SharePoint subsites

    • SharePoint document libraries

    • Folders

    • Files

    • Shared content

    πŸ’‘ Tip: Selecting a SharePoint site, library, or folder will sync all supported content within it, including files, subfolders, and their content. Reprocessing the data source will automatically sync newly added content, update modified content, and delete removed items within the selected content. πŸ’‘ Note: To edit your content selection, go to the data source and click Edit. You may need to reauthenticate. Then click Next to make your new selections. If you reauthenticate with new user credentials, the content selector will not show previous selections, and you will need to reselect all desired items.

  4. Monitor Ingestion Status Once you provide your connection details, the page will refresh to display the ingestion status. You can view the current ingestion status by clicking on the data source again.

Next Steps

After your data has been successfully ingested, the OneDrive/SharePoint data source is ready to be used with an Agent.