From 8a13e94b4086a1bdaa6046bb229c8659539ac370 Mon Sep 17 00:00:00 2001 From: VivekKumarG <69138402+VivekKumarG@users.noreply.github.com> Date: Mon, 16 Dec 2024 16:11:38 +0530 Subject: [PATCH 1/8] Update github-connector.md --- MicrosoftSearch/github-connector.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/MicrosoftSearch/github-connector.md b/MicrosoftSearch/github-connector.md index 7926c8c0..026da311 100644 --- a/MicrosoftSearch/github-connector.md +++ b/MicrosoftSearch/github-connector.md @@ -67,9 +67,9 @@ This article is for Microsoft 365 administrators or anyone who configures, runs, | Category | Permission | Permission Level | | ------------ | ------------ | ------------ | - | Account Permissions | Email addresses | Read-only | - | Repository Permissions | Metadata | Read-only | | Repository Permissions | Contents | Read-only | + | Repository Permissions | Metadata | Read-only | + | Account Permissions | Email addresses | Read-only | - If you have organization-owned repositories, follow these extra steps: - The organization administrator needs to allow access via personal access tokens. For instructions, see [Setting a personal access token policy for your organization - GitHub Docs](https://docs.github.com/organizations/managing-programmatic-access-to-your-organization/setting-a-personal-access-token-policy-for-your-organization#restricting-access-by-personal-access-tokens) From d1be735d045f12ef75b6a1c30ca9ed833956b413 Mon Sep 17 00:00:00 2001 From: VivekKumarG <69138402+VivekKumarG@users.noreply.github.com> Date: Mon, 16 Dec 2024 16:20:40 +0530 Subject: [PATCH 2/8] Update salesforce-knowledge-connector.md --- .../salesforce-knowledge-connector.md | 30 +++++++++++++++++-- 1 file changed, 28 insertions(+), 2 deletions(-) diff --git a/MicrosoftSearch/salesforce-knowledge-connector.md b/MicrosoftSearch/salesforce-knowledge-connector.md index a2bb97ef..9266df88 100644 --- a/MicrosoftSearch/salesforce-knowledge-connector.md +++ b/MicrosoftSearch/salesforce-knowledge-connector.md @@ -37,8 +37,34 @@ This documentation is for Microsoft 365 administrators or anyone who configures, - The connector doesn't support ACLs (access control lists). All the data indexed using the Salesforce Knowledge connector is visible to all Microsoft 365 users in your tenant, accessible through Microsoft Search or Copilot. ## Prerequisites -- You must be a search admin for your organization's Microsoft 365 tenant. -- To create a new connection, use your organization’s Salesforce Knowledge Instance URL. This URL is the specific web address used to access and interact with Salesforce Knowledge's API services for data retrieval, which usually looks like `https://[COMPANY_NAME].my.salesforce.com`. +To connect to your Salesforce instance, you need your Salesforce instance URL, the client ID, and the client secret for OAuth 2.0 authentication. The following steps explain how you or your Salesforce administrator can get this information from your Salesforce account: + +- Log in to your Salesforce instance and go to Setup +- Navigate to Apps -> App Manager. +- Select **New connected app**. +- Complete the API section as follows: + - Select the checkbox for **Enable Oauth settings**. + - Specify the Callback URL as: For **M365 Enterprise**: `https://gcs.office.com/v1.0/admin/oauth/callback`, for **M365 Government**: `https://gcsgcc.office.com/v1.0/admin/oauth/callback` + - Select these required OAuth scopes. + - Access and manage your data (API). + - Perform requests on your behalf at any time (refresh_token, offline_access). + - Select the checkbox for **Require secret for web server flow**. + - Save the app. + > [!div class="mx-imgBorder"] + > ![API section in Salesforce instance after admin has entered all required configurations listed above.](media/salesforce-connector/sf1.png) + +- Copy the consumer key and the consumer secret. This information is used as the client ID and the client secret when you configure the connection settings for your Salesforce Knowledge Microsoft Graph connector in the Microsoft 365 admin portal. + > [!div class="mx-imgBorder"] + > ![Results returned by API section in Salesforce instance after admin has submitted all required configurations. Consumer Key is at top of left column and Consumer Secret is at top of right column.](media/salesforce-connector/clientsecret.png) +- Before closing your Salesforce instance, follow these steps to ensure that refresh tokens don't expire: + - Go to Apps -> App Manager. + - Find the app you created and select the drop-down on the right. Select **Manage**. + - Select **edit policies**. + - For the refresh token policy, select **Refresh token is valid until revoked**. + > [!div class="mx-imgBorder"] + > ![Select the Refresh Token Policy named "Refresh token is valid until revoked ".](media/salesforce-connector/oauthpolicies.png) + +You can now use the [Microsoft 365 Admin Center](https://admin.microsoft.com/) to complete the rest of the setup process for your Salesforce Knowledge Graph connector. ## Get Started From 8b35206b4ef4c63f9161d112202f32c93a4627bb Mon Sep 17 00:00:00 2001 From: VivekKumarG <69138402+VivekKumarG@users.noreply.github.com> Date: Mon, 16 Dec 2024 16:28:20 +0530 Subject: [PATCH 3/8] Update connectors-overview.md --- MicrosoftSearch/connectors-overview.md | 15 ++++++++++++--- 1 file changed, 12 insertions(+), 3 deletions(-) diff --git a/MicrosoftSearch/connectors-overview.md b/MicrosoftSearch/connectors-overview.md index 7eb1743c..3002a4e9 100644 --- a/MicrosoftSearch/connectors-overview.md +++ b/MicrosoftSearch/connectors-overview.md @@ -75,15 +75,24 @@ You can connect to the following data sources by using connectors created by Mic * [Confluence On-premises](confluence-onpremises-connector.md) * [CSV](csv-connector.md) * [Custom connector](/graph/custom-connector-sdk-sample-overview) -* [Enterprise websites](enterprise-web-connector.md) +* [Enterprise websites cloud](enterprise-web-connector.md) +* [Enterprise websites on-premises](enterprise-web-connector-onprem.md) +* [File share](fileshare-connector.md) +* [GitHub](github-connector.md) +* [Google Drive](google-drive-connector.md) * [Jira Cloud](jira-connector.md) * [MediaWiki](mediawiki-connector.md) -* [File share](fileshare-connector.md) * [Oracle SQL](OracleSQL-connector.md) -* [Salesforce](salesforce-connector.md) +* [PostgreSQL](postgresql-connector.md) +* [Salesforce CRM](salesforce-connector.md) +* [Salesforce Knowledge](salesforce-knowledge-connector.md) * [ServiceNow Knowledge](servicenow-knowledge-connector.md) * [ServiceNow Catalog](servicenow-catalog-connector.md) * [ServiceNow Tickets](servicenow-tickets-connector.md) +* [SharePoint Server](sharepoint-server-connector.md) +* [Stack Overflow](stack-overflow-connector.md) +* [WordPress.org (on-prem)](wordpress-onprem-connector.md) +* [Zendesk Help Center](zendesk-help-center-connector.md) The [Microsoft Graph connectors gallery](https://www.microsoft.com/microsoft-search/connectors) contains a brief description of each of these connectors. If you're ready to connect one of these data sources to your tenant, be sure to read the [Setup overview](configure-connector.md) and any other articles in the setup connectors by Microsoft section that apply to your data source. From f600a67d06a4471d4329b7f20067161f35343801 Mon Sep 17 00:00:00 2001 From: VivekKumarG <69138402+VivekKumarG@users.noreply.github.com> Date: Mon, 16 Dec 2024 16:30:33 +0530 Subject: [PATCH 4/8] Update zendesk-help-center-connector.md --- MicrosoftSearch/zendesk-help-center-connector.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/MicrosoftSearch/zendesk-help-center-connector.md b/MicrosoftSearch/zendesk-help-center-connector.md index fbfb73a4..05014774 100644 --- a/MicrosoftSearch/zendesk-help-center-connector.md +++ b/MicrosoftSearch/zendesk-help-center-connector.md @@ -24,7 +24,7 @@ The Zendesk Help Center Graph connector allows your organization to index articl This article is for Microsoft 365 administrators or anyone who configures, runs, and monitors a Zendesk Help Center Graph connector. >[!NOTE] ->The Zendesk Help Center connector is in preview. If you wish to get early access to try it, sign up using [this form](https://forms.office.com/r/JniPmK5bzm). +>The Zendesk Help Center connector is in public preview. If you wish to get access to try it, you need to enable [Targeted Release](https://learn.microsoft.com/microsoft-365/admin/manage/release-options-in-office-365?view=o365-worldwide#set-up-the-release-option-in-the-admin-center) ring for your Admin account. ## Capabilities - Index Help Center articles From a3bc029fc18681e617419b44815eba409b47bcc1 Mon Sep 17 00:00:00 2001 From: VivekKumarG <69138402+VivekKumarG@users.noreply.github.com> Date: Mon, 16 Dec 2024 16:31:06 +0530 Subject: [PATCH 5/8] Update postgresql-connector.md --- MicrosoftSearch/postgresql-connector.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/MicrosoftSearch/postgresql-connector.md b/MicrosoftSearch/postgresql-connector.md index 4ed9d2c5..07bcafaf 100644 --- a/MicrosoftSearch/postgresql-connector.md +++ b/MicrosoftSearch/postgresql-connector.md @@ -23,7 +23,7 @@ The PostgreSQL Microsoft Graph connector allows your organization to index recor This article is for Microsoft 365 administrators or anyone who configures, runs, and monitors a PostgreSQL Graph connector. >[!NOTE] ->The PostgreSQL connector is in preview. If you wish to get early access to try it, sign up using [this form](https://forms.office.com/r/JniPmK5bzm). +>The PostgreSQL connector is in preview. If you wish to get access to try it, you need to enable [Targeted Release](https://learn.microsoft.com/microsoft-365/admin/manage/release-options-in-office-365?view=o365-worldwide#set-up-the-release-option-in-the-admin-center) ring for your Admin account. ## Capabilities - Index records from your PostgreSQL database using a SQL query. From 4f830bf03a6814f0968f8c30c072bf9dfb4fcb5b Mon Sep 17 00:00:00 2001 From: Aditi Srivastava <133841950+aditisrivastava07@users.noreply.github.com> Date: Mon, 16 Dec 2024 17:01:37 +0530 Subject: [PATCH 6/8] Changing absolute link to relative link --- MicrosoftSearch/postgresql-connector.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/MicrosoftSearch/postgresql-connector.md b/MicrosoftSearch/postgresql-connector.md index 07bcafaf..1ed9af6d 100644 --- a/MicrosoftSearch/postgresql-connector.md +++ b/MicrosoftSearch/postgresql-connector.md @@ -23,7 +23,7 @@ The PostgreSQL Microsoft Graph connector allows your organization to index recor This article is for Microsoft 365 administrators or anyone who configures, runs, and monitors a PostgreSQL Graph connector. >[!NOTE] ->The PostgreSQL connector is in preview. If you wish to get access to try it, you need to enable [Targeted Release](https://learn.microsoft.com/microsoft-365/admin/manage/release-options-in-office-365?view=o365-worldwide#set-up-the-release-option-in-the-admin-center) ring for your Admin account. +>The PostgreSQL connector is in preview. If you wish to get access to try it, you need to enable [Targeted Release](/microsoft-365/admin/manage/release-options-in-office-365?view=o365-worldwide#set-up-the-release-option-in-the-admin-center) ring for your Admin account. ## Capabilities - Index records from your PostgreSQL database using a SQL query. From f49c24ec37815eb39dce4dcd67b54e565cfb0bd4 Mon Sep 17 00:00:00 2001 From: Aditi Srivastava <133841950+aditisrivastava07@users.noreply.github.com> Date: Mon, 16 Dec 2024 17:07:44 +0530 Subject: [PATCH 7/8] Added lightbox to images and updated alt text. --- MicrosoftSearch/salesforce-knowledge-connector.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/MicrosoftSearch/salesforce-knowledge-connector.md b/MicrosoftSearch/salesforce-knowledge-connector.md index 9266df88..8a28abcb 100644 --- a/MicrosoftSearch/salesforce-knowledge-connector.md +++ b/MicrosoftSearch/salesforce-knowledge-connector.md @@ -51,18 +51,18 @@ To connect to your Salesforce instance, you need your Salesforce instance URL, t - Select the checkbox for **Require secret for web server flow**. - Save the app. > [!div class="mx-imgBorder"] - > ![API section in Salesforce instance after admin has entered all required configurations listed above.](media/salesforce-connector/sf1.png) + > [![Screenshot that shows API section in Salesforce instance after admin has entered all required configurations listed above.](media/salesforce-connector/sf1.png)](media/salesforce-connector/sf1.png#lightbox) - Copy the consumer key and the consumer secret. This information is used as the client ID and the client secret when you configure the connection settings for your Salesforce Knowledge Microsoft Graph connector in the Microsoft 365 admin portal. > [!div class="mx-imgBorder"] - > ![Results returned by API section in Salesforce instance after admin has submitted all required configurations. Consumer Key is at top of left column and Consumer Secret is at top of right column.](media/salesforce-connector/clientsecret.png) + > [![Screenshot that shows results returned by API section in Salesforce instance after admin has submitted all required configurations. Consumer Key is at top of left column and Consumer Secret is at top of right column.](media/salesforce-connector/clientsecret.png)](media/salesforce-connector/clientsecret.png#lightbox) - Before closing your Salesforce instance, follow these steps to ensure that refresh tokens don't expire: - Go to Apps -> App Manager. - Find the app you created and select the drop-down on the right. Select **Manage**. - Select **edit policies**. - For the refresh token policy, select **Refresh token is valid until revoked**. > [!div class="mx-imgBorder"] - > ![Select the Refresh Token Policy named "Refresh token is valid until revoked ".](media/salesforce-connector/oauthpolicies.png) + > [![Screenshot that shows select the Refresh Token Policy named "Refresh token is valid until revoked ".](media/salesforce-connector/oauthpolicies.png)](media/salesforce-connector/oauthpolicies.png#lightbox) You can now use the [Microsoft 365 Admin Center](https://admin.microsoft.com/) to complete the rest of the setup process for your Salesforce Knowledge Graph connector. From 6108d2f6193324d92eadcbed78d44160926cb479 Mon Sep 17 00:00:00 2001 From: Aditi Srivastava <133841950+aditisrivastava07@users.noreply.github.com> Date: Mon, 16 Dec 2024 17:12:06 +0530 Subject: [PATCH 8/8] Changing absolute link to relative link --- MicrosoftSearch/zendesk-help-center-connector.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/MicrosoftSearch/zendesk-help-center-connector.md b/MicrosoftSearch/zendesk-help-center-connector.md index 05014774..591603e0 100644 --- a/MicrosoftSearch/zendesk-help-center-connector.md +++ b/MicrosoftSearch/zendesk-help-center-connector.md @@ -24,7 +24,7 @@ The Zendesk Help Center Graph connector allows your organization to index articl This article is for Microsoft 365 administrators or anyone who configures, runs, and monitors a Zendesk Help Center Graph connector. >[!NOTE] ->The Zendesk Help Center connector is in public preview. If you wish to get access to try it, you need to enable [Targeted Release](https://learn.microsoft.com/microsoft-365/admin/manage/release-options-in-office-365?view=o365-worldwide#set-up-the-release-option-in-the-admin-center) ring for your Admin account. +>The Zendesk Help Center connector is in public preview. If you wish to get access to try it, you need to enable [Targeted Release](/microsoft-365/admin/manage/release-options-in-office-365?view=o365-worldwide#set-up-the-release-option-in-the-admin-center) ring for your Admin account. ## Capabilities - Index Help Center articles