SharePoint Integration

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Overview

Rogue’s SharePoint integration allows your organization to seamlessly access and utilize documents stored in Microsoft SharePoint directly within the Rogue platform. This integration enables you to:

• Access SharePoint files without leaving Rogue
• Search across both Rogue and SharePoint content simultaneously
• Use SharePoint documents in your War Rooms and document generation
• Maintain secure, read-only access to your SharePoint content

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Benefits

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Prerequisites

Before setting up the SharePoint integration, ensure you have:

• Administrator access to your organization’s Azure portal
• Permission to create and manage app registrations in Azure
• Access to your Rogue organization’s settings

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Setup Instructions

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Step 1: Register Application in Azure Portal

1. Navigate to the Azure Portal (or Azure US Government for government organizations)

2. Register a new application:

   • Go to Microsoft Entra ID (formerly Azure Active Directory)
   • Select App registrations → New registration
   • Name the application: Rogue SharePoint Integration
   • Select the appropriate account type for your organization
   • Click Register

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Step 2: Configure API Permissions

1. From your new application’s overview page, navigate to: Manage → API Permissions → Add a permission

2. Select Microsoft Graph → Application permissions

3. Grant the following permissions:

   • Files.Read.All - Read files in all site collections
   • Sites.Read.All - Read items in all site collections

4. Click Add permissions

5. Important: Have an administrator click Grant admin consent for these permissions

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Step 3: Create Client Secret

1. Navigate to: Manage → Certificates & secrets → Client secrets → New client secret

2. Configure the secret:

   • Description: Rogue Access (or another recognizable name)
   • Expiration: Choose a duration that aligns with your security policies
   • Click Add

3. Important: Copy the secret value immediately after creation. You won’t be able to view it again.

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Step 4: Configure Integration in Rogue

1. In your Rogue dashboard, navigate to: Settings → Manage Integrations

2. Select SharePoint Integration

3. Provide the following information:

   • Application (Client) ID: Found on your app’s overview page in Azure
   • Client Secret: The value you copied in Step 3 (not the ID)
   • Tenant ID: Found on your app’s overview page in Azure
   • Azure Cloud:
     • Select “Commercial” if you created your app on portal.azure.com
     • Select “US Government” if you created your app on portal.azure.us

4. Click Connect to complete the integration

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Using SharePoint in Rogue

Once configured, your SharePoint documents will be accessible throughout Rogue:

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In War Rooms

• SharePoint files appear alongside Data Shelf documents
• Use the filter options to view only SharePoint content
• Documents are automatically indexed for AI-powered search

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In Document Generation

• Reference SharePoint documents when creating new content
• Pull information from SharePoint files into your responses
• Maintain consistency with existing organizational content

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In Search

• Global search includes SharePoint results
• Filter results by source (Data Shelf vs SharePoint)
• Preview SharePoint documents directly in Rogue

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Security Considerations

• Read-Only Access: The integration provides read-only access to prevent accidental modifications
• Scoped Permissions: Only the specific permissions required for functionality are requested
• Revocable Access: You can revoke access at any time through Azure portal
• Audit Trail: All access is logged in both Azure and Rogue for compliance

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Troubleshooting

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Support

If you encounter issues during setup or usage:

1. Review the setup steps to ensure all were completed correctly
2. Check the troubleshooting section above
3. Contact Rogue support at success@userogue.com with:
   • Your organization name
   • Step where the issue occurred
   • Any error messages received