Microsoft SharePoint
Microsoft SharePoint is a collaborative platform which provides document management and storage system capabilities. This document describes how to connect IBM watsonx Orchestrate to Microsoft SharePoint and use its skills on watsonx Orchestrate.
Before you begin
- Enable the pop-up window on your browser.
- You can't connect to a personal account. Use a work or school account instead.
- If you don't have a suitable Microsoft SharePoint account, you can sign up for a Microsoft 365 Developer Program account, which gives you full access to Microsoft Outlook, Microsoft SharePoint, and more that you can use for testing with watsonx Orchestrate. For more information about the Microsoft 365 Developer Program, see the Developer Program FAQ.
Connecting to Microsoft SharePoint
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.
An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.
Connect to the app through the skill catalog when you add that skill to your skill set:
- On the watsonx Orchestrate chat page, click Add skills from the catalog.
- Search and click the app tile.
- Click Connect app.
- Configure the connection. For more information, see Configuring the connection.
- Click Connect app.
Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:
- Open the watsonx Orchestrate chat.
- On the chat, start the skill.
- Click Connect app.
- Configure the connection. For more information, see Configuring the connection.
- Click Connect app.
Configuring the connection on watsonx Orchestrate SaaS
To connect watsonx Orchestrate to Microsoft SharePoint, complete the following steps:
- Click Connect app.
- Fill all fields needed to establish the connection.
- Microsoft SharePoint online URL: Microsoft SharePoint online URL that provides a direct sign-in to the Microsoft SharePoint service; for
example,
<https://anyorganisation.sharepoint.com>
.
- Microsoft SharePoint online URL: Microsoft SharePoint online URL that provides a direct sign-in to the Microsoft SharePoint service; for
example,
- Click Connect app. It redirects you to sign in to a Microsoft account and authorize the connection. From the authentication page:
- Set your Microsoft account email and click Next.
- Set your Microsoft account password and click Sign in.
- Check the Permissions and click Accept.
After you sign in, watsonx Orchestrate connects to it automatically.
Configuring the connection on watsonx Orchestrate on-premises
To connect watsonx Orchestrate to Microsoft SharePoint, complete the following steps:
- Click Connect app.
- You are prompted to enter the following connection details:
- SharePoint online URL: Specify the SharePoint online URL that provides a direct sign-in to the Microsoft SharePoint service, for example,
"https://anyorganisation.sharepoint.com"
. - OAuth access token: Specify the access token generated from the application client ID and application client secret.
- OAuth refresh token: Specify the refresh token generated from the application client ID and application client secret.
- Application client ID: Specify the unique identifier generated after the Microsoft Azure app registration to tie requests to specific projects.
- Application client secret: Specify the client secret for the unique application client ID created for a specific project.
- SharePoint online URL: Specify the SharePoint online URL that provides a direct sign-in to the Microsoft SharePoint service, for example,
- Click Connect app.
Permissions
To connect watsonx Orchestrate to Microsoft SharePoint, you have to accept the following permission requests:
- Read your files: Allows the app to read your files.
- Read and write your files: Allows the app to read, create, update, and delete your files.
- Have full control of all site collections: Allows the app to have full control of all site collections on your behalf.
- Read and write items and lists in all site collections: Allows the app to read, create, update, and delete document libraries and lists in all site collections on your behalf.
- Read items in all site collections: Allows the app to read documents and list items in all site collections on your behalf.
- Read and write items in all site collections: Allows the app to create, read, update, and delete documents and list items in all site collections on your behalf.
- Run search queries: Allows the app to run search queries and to read basic site info on your behalf. Search results are based on your permissions.
- Read managed metadata: Allows the app to read managed metadata and to read basic site info on your behalf.
- Read and write managed metadata: Allows the app to read, create, update, and delete managed metadata and to read basic site info on your behalf.
- Read user profiles: Allows the app to read user profiles and basic site info on your behalf.
- Read and write user profiles: Allows the app to read and update user profiles and to read basic site info on your behalf.
- Maintain access to data you have given it access to: Allows the app to see and update the data you gave it access to, even when you are not currently using the app. This does not give the app any additional permissions.
By accepting these permissions you allow watsonx Orchestrate to use your data as specified in the Terms of Service and Privacy Statement. You can change these permissions here.
What to do next
After you connect to the app, you can use the app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.
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