Sharepoint Manual Site Setup

This guide provides a step-by-step walkthrough for setting up SharePoint folders as knowledge bases using Azure Active Directory applications without the need for an Admin App.

1. Create a New Sites Target App

Go to the Overview page and obtain the Application (client) ID and Directory (tenant) ID. Save this information in a text file.

2. Grant Graph API Permission

  1. Navigate to API permission and + Add a permission there. Use the Application permission option there.

Always use application permissions instead of delegated permissions

  1. In the Sites Admin App Registration, grant Graph API permissions for Sites.Selected.

  1. With admin rights, click the Grant admin consent link to approve the permissions.

3. Create a Client Secret Key

  1. Navigate to the Certificates & Secrets page to create client secrets.

  1. Copy the Secret Key Value (NOT the Secret ID) to the text file containing the Client ID and Tenant ID.

  1. Your text file should now include

Client Id: 4dbceba4-*******-960918801231
Client Secret: JPz******************
Directory (tenant) ID: cef6ac5c-7bc6-*****-fdf0

4. Manually Grant SharePoint Site Access

  1. Follow the Step-by-Step guide to grant the Target App permissions for given Sharepoint sites: Manually Grant SharePoint Site Access

5. Configure SharePoint Integration in Blockbrain

  1. Access the Integrations Panel in Blockbrain by clicking on the Admin button at the top right corner of the screen.

  1. In the Integrations section, click on the SharePoint Integrations Connect button to begin setting up the integration.

  1. Choose the SharePoint Site Setup (No Admin Key) option.

  1. Enter the Admin Azure App Details in the pop-up window that will appear for configuring the integration.

  • Application (client) ID (Target App)

  • Secret Key Value (NOT the Secret ID - of the Target App)

  • Directory (tenant) ID (Target App)

  • Site URL (Add all sites you want to connect)

  1. After setup, you can always add or remove the sites at any time by clicking on the Re‑configure button.

6. Connect a Sharepoint Site as Knowledge Base

  1. To connect a site to a knowledge base and use it with a bot, follow the instructions in Connect a Sharepoint Site as Knowledge Base

Best Practices & Troubleshooting

  • Credentials Accuracy Double‑check Client ID, Client Secret Key, and Tenant ID against your Azure AD app.

  • URL Format Ensure each URL begins with https:// and follows /sites/<site-name>.

  • API Permissions Confirm the Azure AD app has been granted and consented for the required Graph scopes.

  • Scaling Up If you need to onboard many sites at once, consider the Site Discovery method with Admin Key.

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