Steps to configure SharePoint Application/Connector on Azure portal, required for HelixGPT as Information Source.

Here are the steps to configure SharePoint Application/Connector on Azure portal

1. Navigate to Azure Portal.

   

2. Select App registrations → New registration.

3. Enter a suitable Name for the app.

4. Under Supported account types, select Accounts in this organizational directory only (default).

5. Click Register.

6. On the Overview section, note the following details (these will be required for the BMC HelixGPT Information Source connection setup):

   • Application (client) ID → used as Client ID in Add Connection form in BMC HelixGPT

   • Directory (tenant) ID → used as Tenant ID in Add Connection form in BMC HelixGPT

   • Display name → used as Connection Name in Add Connection form in B<C HelixGPT

7. In the left panel, go to Certificates & secrets → New client secret.

   

8. Enter a description and select an expiration period, then click Add.

   

9. Copy the Value of the newly created secret — this will be used as the Client Secret in Add Connection form in BMC HelixGPT

10. On the left panel, select API permissions → Microsoft Graph.

    

11. Select Add a permission → Application permissions.

    

12. Add the following permissions:

    • Sites.Read.All

    • Sites.Selected

    

13. Click Grant admin consent for <organization> to apply permissions organization-wide.

    

14. Navigate to My Apps Portal.

15. Select SharePoint.

    

16. This will redirect you to your associated SharePoint site.

17. From the left menu, click My Sites.

    

18. Either select an existing site or create a new one. After selecting, note the URL (for example, domain.sharepoint.com/sites/SiteName).

    • The Site Name (excluding https://) will be used in the connector configuration in BMC HelixGPT