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Set Up the OneNote Connector

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Set Up with Airia managed OAuth

💡 Note:

• Application Name: Airia Connector – Web
• Your tenant ID: you can see it in platform settings

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

   💡 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.

   💡 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.

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Set up with your custom managed OAuth

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Configure Your Azure AD App

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1. Register Your Application in Azure AD

1. Navigate to Azure Portal > Microsoft Entra ID > App registrations.
2. Click New registration.
3. Configure the application details:
   • Name: Enter a descriptive name, such as Airia SharePoint Site Selected.
   • Supported account types: Select Accounts in any organizational directory.
   • Redirect URI: Enter Airia Chat.
4. Click Register.
5. From the app’s Overview page, save the Application (client) ID. You will need this later.

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2. Configure API Permissions

1. In your registered application’s left menu, navigate to API permissions.
2. Click Add a permission.
3. Select Microsoft Graph.
4. Choose Application permissions.
5. Add the following permissions:
   • User.Read
   • Notes.Read.All
   • offline.access
   • Directory.Read.All
6. Click Add permissions.
7. Click Grant admin consent for [Your Tenant Name] and confirm.

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3. Obtain Your Client Secret

1. In your registered application’s left menu, navigate to Certificates & secrets.
2. Click New client secret.
3. Provide a Description (e.g., Airia Client Secret) and set an appropriate Expires duration.
4. Click Add.
5. Copy the Value of the client secret immediately. It will only be shown once and is required for Airia integration.

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Create Your OAuth Connector in Airia

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1. Add a New Microsoft OAuth Connector

1. In the Airia platform, navigate to Settings > OAuth connectors.
2. Select the Microsoft card.
3. Enter the following details for your new OAuth connector:
   • Name: A descriptive name (e.g., SharePoint Site Selected Connector).
   • Client ID: The Application (client) ID you saved from Azure AD (Phase 1, Step 1).
   • Client Secret: The client secret value you saved from Azure AD (Phase 1, Step 3).
   • Scopes: Add the following scopes (matching those configured in Azure AD):
     • User.Read
     • Notes.Read.All
     • offline.access
     • Directory.Read.All
4. Click Create.

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Create an OneNote Data Source

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1. Add a New OneNote Data Source

1. In the Airia platform, navigate to Available data sources.
2. Select the OneNote card.

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2. Configure Data Source Details

1. Provide the following details:
   • Name: A mandatory, descriptive name for your data source (e.g., OneNote Notebook 1 Data).
   • Description: (Optional) A brief description.
   • Scope: Select the Airia project for this data source.
   • OAuth connector: From the dropdown, select the Microsoft OAuth connector you created in Phase 3 or Airia managed OAuth.
2. For Credentials, choose Create new credential (this is the only option if you just created the OAuth connector).
3. Enter a Name for the new credential.
4. Confirm the required scopes for the user authenticating that match the scopes for the Oauth configuration.
5. Click Authenticate

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3.Select Notebooks for Ingestion**

💡 Note: To edit your notebook 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 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 per notebook by clicking on the data source again. You can easily navigate between sections and pages for a specific notebook by clicking on it.

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Next Steps