Copilot Connector

Double-clicking the Copilot Connector node in the Therefore™ Solution Designer opens a configuration window. Alternatively, access an existing connector's settings by double-clicking it directly. This connector must be configured both with the Therefore™ Solution Designer, and on the Azure Tenant connected to the Therefore™ system.

Note:

The current version of Therefore™ Copilot Connector does not follow permission sets defined in the Therefore™ Solution Designer.

In order to use the Copilot Connector, Microsoft Entra ID must be added as an External User Directory. For more information on that, please see:

Microsoft Entra ID

Therefore™ Configuration

Name
Enter a name for the Copilot Connector.

ID
Enter a unique ID for the Copilot Connector.

Description
Enter a description of what types of documents and categories the connector should have access to. This will be followed by the connector.

Azure Tenant
The name of the Microsoft Entra ID tenant the applications are run on:
<company>.onmicrosoft.com

Application Client ID
The ID of the Microsoft Entra ID application used for Therefore™ server login

Application Client Secret
The value of a client secret for the application used for Therefore™ server login

Upload documents of the categories below to the Copilot Connector
Click the '...' button to select which categories will have their documents uploaded to the Copilot Connector.

Status
Opens a dialog displaying the current status of the connector.

Disable Processing (checkbox)
Stops processing any further documents or changes to the connector, changes will be queued for processing until processing is re-enabled.

Status Dialog

Select which connection to see the status off through the drop-down menu.

Uploaded documents
The number of documents currently stored in the selected Microsoft Graph connection.

Uploaded files
The number of files currently stored in the selected Microsoft Graph connection.

Uploaded items
The number of items that are currently stored in Microsoft Graph. Large files are split up into multiple parts and uploaded as items.

Pending updates
Number of changes in queue for synchronization with Microsoft Graph.

Error count
The number of queued items in error state.

Last action
The date of the last operation or attempt.

Entra ID Configuration

The following process and UI options are managed by Microsoft and can be subject to change from their side at any time.

  1. In Microsoft Entra ID, open 'App Registrations' and click 'New Registration'.

  2. On the left side panel, click 'Certificates & Secrets', on the main page, click 'New client secret'. Save all the displayed values as these will only be shown once.

  3. On the left side panel, click 'API permissions', on the main page, click 'Add a permission'.

  4. Select 'Application permissions'. Add the following permissions:

    • ExternalConnection.ReadWrite.OwnedBy

    • ExternalItem.ReadWrite.OwnedBy

  5. Click 'Grant Admin Consent' to grant the permissions.

Note:

Copilot contains information found in the file share server. This contains documents and files of the following type: DOC, DOCM, DOCX, DOT, DOTX, EML, GIF, HTML, JPEG, JPG, MHT, MHTML, MSG, NWS, OBD, OBT, ODP, ODS, ODT, ONE, PDF, PNG, POT, PPS, PPT, PPTM, PPTX, TXT, XLB, XLC, XLSB, XLS, XLSX, XLT, XLXML, XMLT.