Setting up the SharePoint Data Source

The SharePoint Data Source integration provides a secure way to manage knowledge stored on third-party platforms while respecting content access settings. Connecting SharePoint to Zoom AI Studio improves ZoomMate's outcomes by providing direct access to your internal sites and documentation.

Requirements for setting up the SharePoint Data Source

• Account owner or admin privileges are required to manage data source settings
• A paid Zoom license with the ZoomMate license
• A Microsoft 365 organizational account with Global Admin access, including SharePoint and Sites access

How to connect the SharePoint Data Source

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration.
4. Click AI Studio, then Integrations.
5. Locate the SharePoint card and click + Connect.
6. Follow the prompts to sign in with your Microsoft 365 administrative credentials, grant the required permissions, and authorize the connection.

How to configure sync settings

Once connected, you can use granular rules to control which sites and files are indexed by the AI.

Configure sync rules

1. On the SharePoint Data Source page, scroll to Sync settings.
   • Inclusion rules:
     • Sites & Drives: Use the dropdown menu to select specific SharePoint sites or drives to sync. Selecting All will sync all accessible content by default.
     • File owners: Select specific users whose files should be synced, or choose All file owners.
   • Exclusion rules: Specify any Sites & Drives or File owners that should be omitted from the sync.
     Note: Exclusion rules take priority over inclusion rules.
   • Keyword Filtering: Use the File name contains these keywords field to restrict the sync to files containing specific terms in their title. Enter keywords separated by commas.
2. Click Save to apply your configuration.

Configuring content access and account mapping

To ensure the security of your knowledge base, Zoom maps user identities between Zoom and Microsoft 365. This ensures users only access content they are already authorized to view within SharePoint.

How to set up account mapping

1. Under the Content access section, locate Account mapping.
2. Click Set up mapping to begin the identity matching process.
3. Monitor the Progress indicator to track the status of linked accounts.

Important notes on mapping

• Processing Time: Mapping can take a significant amount of time, depending on the number of users, sites, drives, or files in your organization. Wait for the process to complete.
• Partial Mapping: Accounts will only be mapped if the Zoom user has a corresponding identity and access to the SharePoint app.
• Permissions: Zoom strictly adheres to your existing Microsoft 365 permission structures.