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Connect to OneDrive and SharePoint

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Required permissions for setup

  • The user setting up this data source must be the Global Admin.

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Register a new app

  1. Sign into the Azure portal. Select Azure Active Directory, then App registrations > New registration.
  2. On the Register an application page, register an app with the following:
    FieldValue
    NameGlean
    Supported account typesAccounts in this organizational directory only (Single tenant)
    Redirect URI(Leave this field blank)
  3. Click Register.

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Configure permissions

  1. On the left side navigation on the overview page, click on Manage > API Permissions.
  2. Click Add a permission and select Microsoft Graph. Choose Application permissions and add the following:
  • User.Read.All
  • GroupMember.Read.All
  • Files.ReadWrite.All (for subscriptions over drives)
  • Reports.Read.All
  • Sites.FullControl.All
  • Member.Read.Hidden
  1. Click Add a permission and select Sharepoint. Choose Application permissions and add the following:
  • Sites.FullControl.All
  1. Ensure you are signed into Azure as a Global, Application or Cloud Application Administrator.
  2. Use the search box to navigate to Enterprise applications. Select the Glean app you just created from the list of applications.
  3. Click on Permissions under Security. Review the permissions shown, and then click Grant admin consent. By this step, you should have the following permissions provisioned on the API Permissions page

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Fill out keys

  1. Scroll to the top of the left sidebar and click Overview.
  2. Copy the following content from the center Essentials panel and enter it in Glean:
  • Application (client) ID
  • Directory (tenant) ID
  1. Enter your Sharepoint domain in Glean. Your Sharepoint domain should end with “sharepoint.com”
  2. (Strongly Recommended) To increase the full crawl indexing speeds, Glean recommends between 1 and 10 additional applications with the same permission settings as the initial app created. Repeat the setup steps from “Register a new app” until this step, saving the client ID and uploading the certificate to Azure in the process. Paste the client ID into the Glean web app.
  3. Click Save. If the credentials save, you’re all set!