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SharePoint Online

To connect Cognite File extractor to the SharePoint Online sources, complete the required minimum number of steps.

Note

The configuration is subject to change depending on permissions, restricted access on the SharePoint level, etc.

Register an application​

  1. Follow the steps to register an application that the Cognite File extractor will use to connect to SharePoint Online.
  2. Optional. Set up and create groups.
  3. Assign relevant API permissions to use Microsoft Graph API. The example has the minimal setup for the File extractor to read all SharePoint Online sites.
Sites.Read.All (Type: Application)
User.Read (Type: Delegated)
App Registration API permissions

SharePoint app permissions​

After creating the App Registration, add its details to the SharePoint administration app registration.

  1. To create a new SharePoint app permission, go to this URL https://YOUR-SHAREPOINT-NAME-admin.sharepoint.com/_layouts/15/AppInv.aspx, where YOUR-SHAREPOINT-NAME should be changed. Make sure to use your Microsoft 365 admin account.
  2. Enter your Application (client) ID in the App Id field and select Lookup. You should see the App registration details filled out.
SharePoint App permission
  1. Enter App Domain and Redirect URL of your App registration.
    For a local execution of File extractor, enter the values of a localhost domain:
App Domain: www.localhost.com
Redirect URL: https://www.localhost.com/default.aspx
  1. Add the App's Permission Request XML to configure the SharePoint permission level. This may vary from every configuration scenario. The example gives the minimal XML with the Read permissions to all SharePoint sites.
<AppPermissionRequests AllowAppOnlyPolicy="true">  
   <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" 
    Right=“Read” />
</AppPermissionRequests
Note

The configuration is subject to change depending on permissions, restrict access on the SharePoint level, etc.

  1. Select Create and then confirm that you trust SharePoint.

Run extractor​

Once you register the application and add the SharePoint app permissions, you can extract files from SharePoint Online.

  1. Go to Data management > Integrate > Extractors > Cognite File extractor > Download extractor.
  2. In the downloaded folder, find and edit the example-sharepoint.yaml configuration template by setting the App registration information and the related SharePoint configuration parameters.
  3. Run the extractor. The example has a successful execution log.
2023-11-21 09:06:16.564 UTC [INFO    ] ThreadPoolExecutor-0_0 - All files processed. 5 files uploaded
2023-11-21 09:06:16.564 UTC [INFO    ] ThreadPoolExecutor-0_0 - Job "FileExtractor (trigger: interval[0:00:10], next run at: 2023-11-21 10:06:20 CET)" run successfully
2023-11-21 09:06:20.207 UTC [INFO    ] ThreadPoolExecutor-0_0 - Running job "FileExtractor (trigger: interval[0:00:10], next run at: 2023-11-21 10:06:30 CET)" (scheduled at 2023-11-21 10:06:20.184848+01:00)

  1. Check the extracted files in Data management > Data explorer.

Find the right paths in SharePoint Online​

You can configure File extractor to extract data from various paths in SharePoint Online. It's possible to provide paths to sites, document libraries, folders, and individual files.

Paths to sites​

You can get the paths to sites from the address bar in your browser. Go to your SharePoint Online site, copy the URL from the address bar, and paste it into your configuration.

For example, https://cogsp.sharepoint.com/sites/MySite.

info

URLs with /teams/ instead of /sites/ are also valid.

Paths to document libraries​

Sites in SharePoint Online can contain one or more document libraries where you store your files. New sites generally have only a document library called Documents, but you can create any number of document libraries.

To extract a single document library from a site, you need to find this document library URL.

  1. Go to the document library you want to extract.
  2. Copy the beginning of the URL until /Forms/AllItems.aspx, for example, https://cogsp.sharepoint.com/sites/MySite/Shared%20Documents.

Paths to files and folders​

To find paths to files and folders:

  1. In SharePoint Online, go to Documents and select the file or the folder you want to extract.
  2. Select More actions (...) > Details.
  3. Scroll down to Paths and select Copy direct link to copy the URL to your clipboard, for example, https://cogsp.sharepoint.com/sites/MySite/Shared%20Documents/my%20folder/test.doc.

The copied URL matches the document library URL with the file or folder path added.

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