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Update search-howto-index-sharepoint-online.md
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articles/search/search-howto-index-sharepoint-online.md

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ms.custom:
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- ignite-2023
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ms.topic: how-to
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ms.date: 02/24/2025
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ms.date: 05/26/2025
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# Index data from SharePoint document libraries
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+ If you need to create a custom Copilot / RAG (Retrieval Augmented Generation) application to chat with SharePoint data, the recommended approach is to use [Microsoft Copilot Studio](https://www.microsoft.com/microsoft-copilot/microsoft-copilot-studio) instead of this preview feature.
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+ If you need a SharePoint content indexing solution in a production environment, consider creating a custom connector with [SharePoint Webhooks](/sharepoint/dev/apis/webhooks/overview-sharepoint-webhooks), calling [Microsoft Graph API](/graph/use-the-api) to export the data to an Azure Blob container, and then use the [Azure blob indexer](search-howto-indexing-azure-blob-storage.md) for incremental indexing.
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+ If you still need a custom SharePoint Online content indexing solution using Azure AI Search in a production environment, despite the recommendation to use Microsoft Copilot Studio, consider:
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- Creating a custom connector with [SharePoint Webhooks](/sharepoint/dev/apis/webhooks/overview-sharepoint-webhooks), calling [Microsoft Graph API](/graph/use-the-api) to export the data to an Azure Blob container, and then use the [Azure blob indexer](search-howto-indexing-azure-blob-storage.md) for incremental indexing.
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- Creating your own [Azure Logic Apps workflow](/azure/logic-apps/logic-apps-overview) using [Azure Logic Apps SharePoint connector](/connectors/sharepointonline/) and [Azure AI Search connector](/connectors/azureaisearch/) when reaching General Availability. You can use the workflow generated by the [Azure portal wizard](search-how-to-index-logic-apps-indexers.md) as a starting point and then customize it in the [Azure Logic Apps designer](/azure/logic-apps/quickstart-create-example-consumption-workflow#add-the-trigger) to include the transformation steps you need. The Azure Logic App workflow created when using the [Azure AI Search wizard](search-how-to-index-logic-apps-indexers.md) to index SharePoint Online data is a [consumption workflow](/azure/logic-apps/logic-apps-overview#key-terms). If you're setting up production workloads, make sure to switch to a [standard logic app workflow](/azure/logic-apps/logic-apps-overview#key-terms) and take advantage of its additional enterprise features.
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- Regardless of the approach you choose, whether building a custom connector with SharePoint hooks or creating an Azure Logic Apps workflow, it's key to implement robust security measures. These measures include configuring shared private links, setting up firewalls, preserving user permissions from the source and honor at query time, among others. You should also regularly audit and monitor your pipeline.
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<!-- + There could be Microsoft 365 processes that update SharePoint file system-metadata (based on different configurations in SharePoint) and will cause the SharePoint Online indexer to trigger. Make sure that you test your setup and understand the document processing count prior to using any AI enrichment. Since this is a third-party connector to Azure (SharePoint is located in Microsoft 365), SharePoint configuration is not checked by the indexer. -->
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+ [Indexers in Azure AI Search](search-indexer-overview.md)
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+ [Content metadata properties used in Azure AI Search](search-blob-metadata-properties.md)
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+ [Index SharePoint Online content and other sources in Azure AI Search using Azure Logic App connectors](search-how-to-index-logic-apps-indexers.md)

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