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Merge pull request #285074 from gmndrg/main
Main - Updated to reflect Copilot support and conditional access limitation
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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: 06/25/2024
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ms.date: 08/20/2024
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# Index data from SharePoint document libraries
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+ Indexing sub-sites recursively from a specific site provided isn't supported.
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+ SharePoint Online indexer isn't supported when [Microsoft ENTRA ID Conditional Access](/entra/identity/conditional-access/overview) is enabled.
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Here are the considerations when using this feature:
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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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<!-- + 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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+ If your SharePoint configuration allows Microsoft 365 processes to update SharePoint file system metadata, be aware that these updates can trigger the SharePoint Online indexer, causing the indexer to ingest documents multiple times. Because the SharePoint Online indexer is a third-party connector to Azure, the indexer can't read the configuration or vary its behavior. It responds to changes in new and changed content, regardless of how those updates are made. For this reason, make sure that you test your setup and understand the document processing count prior to using the indexer and any AI enrichment.
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## Configure the SharePoint Online indexer
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To set up the SharePoint Online indexer, use both the Azure portal and a preview REST API. You can use 2020-06-30-preview or later. We recommend the latest preview API.
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+ Delegated permissions, where the indexer runs under the identity of the user or app sending the request. Data access is limited to the sites and files to which the caller has access. To support delegated permissions, the indexer requires a [device code prompt](../active-directory/develop/v2-oauth2-device-code.md) to sign in on behalf of the user. User-delegated permissions enforces token expiration every 75 minutes, per the most recent security libraries used to implement this authentication type. This is not a behavior that can be adjusted. An expired token requires manual indexing using [Run Indexer (preview)](/rest/api/searchservice/indexers/run?view=rest-searchservice-2024-05-01-preview&tabs=HTTP&preserve-view=true). For this reason, you might want app-based permissions instead.
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If your Microsoft Entra organization has [conditional access enabled](../active-directory/conditional-access/overview.md) and your administrator isn't able to grant any device access for delegated permissions, you should consider app-based permissions instead. For more information, see [Microsoft Entra Conditional Access policies](./search-indexer-troubleshooting.md#azure-active-directory-conditional-access-policies).
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<a name='step-3-create-an-azure-ad-application'></a>
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