Integrating O365, specifically SharePoint, with Athena allows enterprises to efficiently manage and access a wide range of documents and data stored within their SharePoint sites within Athena.

This integration enables Athena to interact with selected documents attached to configured SharePoint sites, providing seamless access to important files such as Word documents, Excel spreadsheets, PDFs, PowerPoint presentations, and plaintext files.

Contact us at team@athenaintel.com to set up this integration.

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Step-by-step Instructions

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Authorization

1

Login

Log in to azure portal for your organization.

2

Create a new app

  • Navigate to app registrations using the search bar.
  • Click New Registration.
  • Name it accordingly, leave everything else as default, and click Register.
3

Save credentials

Under Essentials in the overview tab, you will find the Application (client) ID and Directory (tenant) ID. Save those for later.

4

Create a new client secret

  • Navigate to the Certificates & secrets tab in Azure Portal and click New client secret.
  • Fill out he description, set the expiration to 24 months, and click Add.
  • Copy the secret value in the Value column for later.
5

Grant permissions

  • Navigate to the Api Permissions tab in the azure portal and click add a permission.
  • Click Microsoft Graph, then click on Application permissions.
  • Navigate to the sites permission group.
  • Select the checkbox for Sites.Read.All.
    If you want to limit the sites this app has access to, select Sites.Selected. However, if you do this, you will need add the App you are currently registering to each site you want to index.
  • Click Add permissions.
  • Finally, click Grant admin consent for Organization name (located next to Add a permission) and click Confirm.

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Indexing

1

Connect Sharepoint

Navigate to Integrations and click on Sharepoint.

2

Authorize

Provide the Application (client) ID, Directory (tenant) ID and Client Secret Value from steps above.

3

Select sites

Select a list of sites to pull from or leave blank and click Connect to pull everything.

If you selected Sites.Selected in the scope selection step above, you will need to enter a list of sites you want to index as Athena doesn’t have permission to list all sites.

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