SharePoint tenant app

SharePoint can be connected two ways. Your own account is one click and reaches everything you can see in OneDrive and SharePoint, but it is tied to you. Company account uses an app registered in your Microsoft tenant. It belongs to the workspace, keeps working whoever comes or goes, and supports write actions. This page covers the company account.

Before you start

• You need to be an admin in Harmona.
• You need rights in Azure to create an app registration and grant admin consent.

Register the app in Azure

1. 1In the Azure portal, open App registrations and create a new registration.
2. 2Under API permissions, add Microsoft Graph Application permissions (not Delegated): `Sites.Read.All` for reading, or `Sites.ReadWrite.All` if agents should also write.
3. 3Click Grant admin consent.
4. 4Under Certificates & secrets, create a client secret and copy its value.
5. 5Copy the Directory (tenant) ID and the Application (client) ID from the overview.

Add it in Harmona

1. 1Go to Studio → Integrations, click Add Integration and choose Microsoft SharePoint.
2. 2Choose Company account.
3. 3Enter an Integration Name and a Description. Agents read the description when they choose tools, so say what the sites hold.
4. 4Enter the Tenant ID, Client ID and Client Secret.
5. 5Click Create Integration.

Actions and permissions

Open the integration to see SharePoint Actions. Each action shows its Required permission. An action whose permission was not granted shows Not granted and cannot be turned on. Delete moves the item to the SharePoint recycle bin.

Use it as a knowledge source

To keep a SharePoint folder in your knowledge base, create a connection with a SharePoint source, pick this integration, and enter the Site URL and Folder Path. See Documentation connections.

Troubleshooting

• An action shows as not granted: check that the permission is under Application permissions, not Delegated, and that admin consent was granted.
• The client secret expired: Azure secrets have an end date. Create a new secret in the same app registration, then click Fix on the integration and paste it. The tenant and client IDs stay the same.