Console
    Start free

    Set up a Microsoft SharePoint data store

    This page describes how to create a data store and connect Microsoft SharePoint to Gemini Enterprise.

    Before you begin

    Ensure the following before you set up your Microsoft SharePoint federated connection:

    1. Grant the Discovery Engine Editor role (roles/discoveryengine.editor). This role is required for the user to create the data store. To grant this role, do the following:

      1. In the Google Cloud console, go to the IAMpage.

        Go to IAM

      2. Locate the user account and click the edit Editicon.
      3. Grant the Discovery Engine Editor role to the user. For more information, see IAM roles and permissions .

    2. Register Gemini Enterprise as an OAuth 2.0 application in Microsoft Entra ID and obtain the following credentials :

      • Client ID

      • Client secret

      • Tenant ID

      • Instance URI

    3. Configure the Microsoft API permissions with the consent of a Microsoft SharePoint administrator.

    Create Microsoft SharePoint data store

    To create a Microsoft SharePoint data store, do the following:

    1. In the Google Cloud console, go to the Gemini Enterprise page.

      Gemini Enterprise

    2. Select or create a Google Cloud project.

    3. In the navigation menu, click Data stores.

    4. Click Create data store.

    5. In the Sourcesection, search for Microsoft SharePoint, and click Select.

    6. In the Datasection:

      1. In the Connector modesection, select Federated searchor Data ingestionas the connection mode.

      2. Click Continue.

      3. In the Authentication settingssection, configure authentication based on your chosen connection mode.

        1. Provide the following authentication details as necessary:

          • Client ID:The unique identifier of the application registered in your organization's Microsoft Entra ID.
          • Client Secret:The secret key generated during the OAuth 2.0 application registration process in Microsoft Entra ID.
          • Tenant ID:The unique identifier for your organization in Microsoft Entra admin center.
          • Instance URI: The base URL for your Microsoft SharePoint instance (e.g., https://{your-domain}.sharepoint.com ).

          For more information, see Obtain client credentials .

        2. If you selected Federated Search, click Loginand complete the third-party sign-in.

      4. Click Continue.

      5. If you selected Federated Search, the Destinationssection appears. Enter the base URL for the site.

      6. Click Continue.

      7. In the Entities to search(if you selected Federated search) or Entities to sync(if you selected Data ingestion) section:

        1. Select all the required entities.
        2. If you selected Federated search, proceed to the next step.
        3. If you selected Data ingestion, continue with the following steps:
          1. Optional:To sync specific projects, do the following:
            1. Click Filter.
            2. To filter entities out of the index, select the Exclude from the indexcheckbox, or to ensure that they are included in the index, select the Include to the indexcheckbox.
            3. Enter the keys. Press enter after each key.
            4. Click Save.
          2. To configure the sync schedule, do the following:
            1. In the Sync frequencylist, select the sync frequency.
              • To schedule separate full syncs of entity and identity data, expand the menu in the Full syncsection and then select Custom options.
            2. In the Incremental sync frequencylist, select the incremental sync frequency. For more information, see Sync schedules .

    7. Click Continue.

    8. In the Actionssection:

      1. If you selected Federated search:
        1. From Select Microsoft SharePoint actions to enable, select the actions from the category to enable them for the connector.

      2. If you selected Data ingestion:

        1. In the Authentication settingssection, configure authentication based on your chosen connection mode.

          1. Provide the following authentication details as necessary:

            • Client ID:The unique identifier of the application registered in your organization's Microsoft Entra ID.
            • Client Secret:The secret key generated during the OAuth 2.0 application registration process in Microsoft Entra ID.
            • Tenant ID:The unique identifier for your organization in Microsoft Entra admin center.
            • Instance URI: The base URL for your Microsoft SharePoint instance (e.g., https://{your-domain}.sharepoint.com ).

            For more information, see Obtain client credentials .

        2. Click Continue.

        3. In the Destinationssection, enter the base URL for the site.

        4. Click Continue.

        5. From Select Microsoft SharePoint actions to enable, select the actions from the category to enable them for the connector.

    9. Click Continue.

    10. In the Configurationsection:

      1. From the Multi-regionlist, select the location for your data connector.
      2. In the Data connector namefield, enter a name for your connector.
      3. If you selected US or EU as the location, configure the Encryption settings:
        • Optional: If you haven't configured single-region keys, click Go to settings pageto do so. For more information, see Register a single-region key for third-party connectors .
        • Select Google-managed encryption keyor Cloud KMS key.
        • If you selected Cloud KMS key:
          • In the Key management typelist, select the appropriate type.
          • In the Cloud KMS keylist, select the key.
        For more information, see Customer-managed encryption keys .

    11. Click Continue.

    12. In the Billingsection, select General pricingor Configurable pricing. For more information, see Verify the billing status of your projects and Licenses .

    13. Click Create. Gemini Enterprise creates your data store and displays your data stores on the Data Storespage.

    On the Data Storespage, click your data store name to see the status. After the data store state changes from Creatingto Active, the Microsoft SharePoint connector is ready to be used.

    For an ingestion connector created with Microsoft SharePoint, the data store state transitions from Creatingto Runningupon synchronization initiation. It then changes to Activeonce ingestion is complete, signifying that the data store is fully configured. Depending on data volume, ingestion may require several hours.

    After creating the data store, create an app , connect it to the Microsoft SharePoint data store , and authorize Gemini Enterprise to access Microsoft SharePoint before executing any queries.

    Enable real-time sync for data ingestion

    Real-time sync only syncs document entities and doesn't sync data related to identity entities. The following table shows which document events are supported with real-time sync.

    Microsoft SharePoint entities Create Update Delete Permission changes
    Attachments
    Comments
    Events
    Files
    Pages

    To enable real-time sync for your data store, follow these steps.

    1. In the Google Cloud console, go to the Gemini Enterprisepage.

      Gemini Enterprise

    2. In the navigation menu, click Data Stores.

    3. Click the name of the Microsoft SharePoint data store for which you want to enable real-time sync.

    4. On the data store Datapage, wait until the Connector statechanges to Active.

    5. In the Real-time syncfield, click View/edit.

    6. To enable real-time sync, click the Enable real-time synctoggle.

    7. In the Client secretfield, enter a value. This value is used to verify Microsoft SharePoint webhook events. We recommend using a string of 20 characters.

    8. Click Save.

      Wait for the Real-time syncfield to change to Running.

    Data handling and query execution

    This section describes how Gemini Enterprise manages your query and the privacy implications of using the federated data store.

    Query execution

    After you authorize Microsoft SharePoint and send a search query to Gemini Enterprise:

    • Gemini Enterprise sends your search query directly to the Microsoft API.
    • Gemini Enterprise blends the results with those from other connected data sources and displays a comprehensive search result.

    Data handling

    When using third-party federated search, the following data handling rules apply:

    • Your query string is sent to the third-party search backend (Microsoft API).
    • These third parties may associate queries with your identity.
    • If multiple federated search data sources are enabled, the query might be sent to all of them.
    • Once the data reaches the third-party system, it is governed by that system's terms of service and privacy policies.

    What's next
    Design a Mobile Site
    View Site in Mobile | Classic
    Share by: