Choose your SharePoint setup
Choose the guide that matches the SharePoint setup screens in your Admin console:
- Use the new setup if you see Connect, Set up indexing, and Review setup.
- Use the previous setup if you configure the connector on a Setup tab and finish with Save.
Both interfaces support a SharePoint app separate from the Microsoft 365 identity app. The tenant ID stays on the Microsoft 365 parent connector. If the SharePoint credential fields show inherited credentials, use the existing parent app and manage its credentials on the parent connector. The setup interface alone does not determine app ownership, and existing connections do not need to be recreated.
SharePoint setup comparison: New versus previous
The following table compares the setup steps, not separate versus shared app credentials.
| New setup | Previous setup | |
|---|---|---|
| What you prepare in Microsoft | A SharePoint app registration with application permissions on Microsoft Graph and SharePoint, a certificate, and admin consent. | The same SharePoint app configuration. |
| What you configure in Glean | Tools authorization in Connect, SharePoint app credentials and domain in Set up indexing, then Review setup. | SharePoint app credentials and domain on the Setup tab. |
| Who needs to be involved | A Glean administrator, working with a Microsoft 365 Global Administrator who can consent for the tenant. | The same administrators, plus whoever manages app registrations and certificates in Microsoft Entra ID. The work is usually split across teams and sessions. |
| How indexing runs | Configure the indexing app and crawl scope, then click Begin indexing in Review setup to start the first crawl. | Indexing is configured as a separate step once credentials and permissions are in place. |
| Whose permissions apply | Glean reads SharePoint permissions and enforces them for every query, so each user sees only the content they can already open in SharePoint. | The same enforcement applies. Permissions are read using the application permissions granted to your own app registration. |
| What changes for your current setup | Follow the credential fields shown in your setup. | Connectors configured with the previous setup continue to crawl and serve results. There is no migration just because the setup interface differs. |
| Where to start | Set up SharePoint | Previous setup |
If your connection displays inherited credentials, use the existing Microsoft 365 app for the SharePoint permissions and certificate steps rather than creating a separate registration solely to follow this guide.
See also
- SharePoint overview: What the SharePoint connector indexes, and how it fits into the Microsoft 365 suite.
- Set up the indexing connector: Indexing configuration, including what Glean crawls and the permissions each scope covers.
- Microsoft 365: Configure the parent connector for identity crawling and the tenant ID.