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+---
+title: 'SharePoint'
+description: 'Guide for embedding Glean Search or Chat into SharePoint sites using SharePoint Framework (SPFx)'
+icon: 'share-nodes'
+---
+
+import Tabs from '@theme/Tabs';
+import TabItem from '@theme/TabItem';
+
+# Embedding Glean Search & Chat into SharePoint Sites
+
+## Overview
+
+This guide provides step-by-step instructions for integrating Glean Search and Chat functionality into SharePoint sites using the SharePoint Framework (SPFx).
+
+
+
+ Embed Glean's search functionality directly into SharePoint pages
+
+
+ Add Glean's conversational AI interface to SharePoint sites
+
+
+
+## Prerequisites
+
+Before beginning the integration, ensure your SharePoint environment meets the following requirements:
+
+### SharePoint Version Compatibility
+
+
+
+
+SPFx is fully supported in SharePoint Online (Microsoft 365). This is the recommended platform for Glean integration.
+
+
+
+
+SPFx requires:
+- **SharePoint Server 2016**: Feature Pack 2 or later
+- **SharePoint Server 2019**: Fully supported
+- **SharePoint Subscription Edition**: Fully supported
+
+
+
+
+### Required Permissions
+
+You'll need the following permissions to deploy SPFx solutions:
+- SharePoint Administrator role, or
+- Site Collection Administrator rights for the target sites
+
+### App Catalog Verification
+
+
+
+ Navigate to your App Catalog: `https://.sharepoint.com/sites/appcatalog/_layouts/15/tenantAppCatalog.aspx/manageApps`
+
+ If you encounter a 404 error, the App Catalog needs to be created.
+
+
+
+ 1. Go to **SharePoint Admin Center**: `https://admin.microsoft.com`
+ 2. Navigate to **More features** > **Apps** > **App Catalog**
+ 3. Follow the setup instructions to create a new App Catalog site
+
+
+
+ Ensure your SharePoint sites use the modern experience. SPFx web parts are not compatible with classic SharePoint pages.
+
+
+
+## Development Environment Setup
+
+
+
+ Install Node.js version 18.x (required for SPFx compatibility):
+
+ ```bash
+ # Check current version
+ node -v
+
+ # Install Node.js 18.x if needed
+ # Visit https://nodejs.org/en/download/package-manager for installation instructions
+ ```
+
+
+
+ Install the required global packages:
+
+ ```bash
+ # Install Yeoman, SPFx Yeoman Generator, and Gulp CLI
+ npm install gulp-cli yo @microsoft/generator-sharepoint -g
+ ```
+
+
+
+ Install Visual Studio Code or your preferred code editor for SPFx development.
+
+
+
+## Creating the SPFx Web Part
+
+### Generate New SPFx Project
+
+
+
+ ```bash
+ mkdir GleanSearchWebPart
+ cd GleanSearchWebPart
+ ```
+
+
+
+ Run the Yeoman generator:
+
+ ```bash
+ yo @microsoft/sharepoint
+ ```
+
+ Configure the project with these settings:
+ - **Solution Name**: `GleanSearchWebPart`
+ - **Target for deployment**: SharePoint Online only
+ - **Web Part Name**: `GleanSearch`
+ - **Framework**: React
+
+
+
+ Replace the generated code with the Glean-specific implementation:
+
+ - **Search Web Part**: Download from [cs-tools/sharepoint-webpart-search](https://github.com/askscio/cs-tools/tree/main/sharepoint-webpart-search)
+ - **Chat Web Part**: Download from [cs-tools/sharepoint-webpart-chat](https://github.com/askscio/cs-tools/tree/main/sharepoint-webpart-chat)
+
+
+
+### Customize for Your Environment
+
+
+
+ The web part uses `document.querySelector('input[placeholder*="Search"]')` to locate SharePoint's search input.
+
+ If your SharePoint site uses different search box styling or placeholder text, modify this selector in the web part code.
+
+
+
+ Update the Glean configuration in the web part properties:
+ - Backend URL
+ - Authentication settings
+ - Application ID (for Chat web parts)
+
+
+
+ Test the web part in a non-production SharePoint environment before deploying to live sites.
+
+
+
+## Build and Package
+
+
+
+ ```bash
+ gulp build
+ ```
+
+
+
+ ```bash
+ gulp bundle --ship
+ ```
+
+
+
+ ```bash
+ gulp package-solution --ship
+ ```
+
+ This creates a `.sppkg` file in the `sharepoint/solution` folder.
+
+
+
+## Deploy to SharePoint
+
+
+
+ 1. Navigate to your SharePoint App Catalog
+ 2. Upload the generated `.sppkg` file
+ 3. Click **Deploy** when prompted
+
+
+
+ Choose one of these deployment options:
+
+
+
+
+ Select **Enable this app and add it to all sites** to make the web part available across your tenant.
+
+
+
+
+ Select **Only enable this app** to manually add the web part to specific sites.
+
+
+
+
+
+
+ Wait for the confirmation message indicating successful deployment.
+
+
+
+## Add Web Part to SharePoint Pages
+
+
+
+ Go to the SharePoint site where you want to add Glean functionality.
+
+
+
+ Click the **Edit** button to modify the page.
+
+
+
+ 1. Click the **+** icon to add a new web part
+ 2. Search for your Glean web part by name
+ 3. Select and add it to the page
+
+ :::note
+ The web part can be added to any page section. It will activate when users interact with the SharePoint search box, regardless of where the web part is positioned.
+ :::
+
+
+
+ Configure any web part properties specific to your Glean deployment.
+
+
+
+ Save and **Republish** the page to make the Glean functionality live.
+
+
+
+## Testing the Integration
+
+
+
+ Test that Glean Search activates when users interact with the SharePoint search box.
+
+
+
+ Ensure that API calls to Glean services are functioning correctly.
+
+
+
+ Confirm that the search interface and results display properly within the SharePoint environment.
+
+
+
+## Chat Integration
+
+To implement Glean Chat instead of or in addition to Search, follow the same process using the Chat web part code. The main differences are:
+
+- Use the chat-specific web part code from the cs-tools repository
+- Configure the Application ID for your specific AI application
+- Customize the chat trigger element selector as needed
+
+## Troubleshooting
+
+### Common Issues
+
+**App Catalog Not Found (404 Error)**
+If you encounter a 404 error when accessing the App Catalog, it may not be created yet. Follow the App Catalog setup steps in the Prerequisites section.
+
+**Web Part Not Appearing**
+- Verify the web part is properly deployed to the App Catalog
+- Confirm the page is using the modern SharePoint experience
+- Check that you have sufficient permissions to add web parts
+
+**Search Box Not Detected**
+If the Glean functionality doesn't activate:
+- Inspect your SharePoint page to identify the correct search box selector
+- Update the `querySelector` in the web part code to match your page structure
+- Test the selector in the browser console before rebuilding
+
+### Getting Help
+
+For additional support with SharePoint integration:
+- Review the [SharePoint Framework documentation](https://learn.microsoft.com/en-us/sharepoint/dev/spfx/sharepoint-framework-overview)
+- Check the [SPFx Yeoman Generator guide](https://learn.microsoft.com/en-us/sharepoint/dev/spfx/yeoman-generator-for-spfx-intro)
+- Consult SharePoint admin resources for App Catalog management
+
+## Technical Reference
+
+### Code Structure
+
+The Glean web parts extend Microsoft's `BaseClientSideWebPart` class, which provides:
+- Lifecycle methods (`onInit`, `render`, `onDispose`)
+- Property management for user-defined settings
+- Context access for SharePoint resources
+
+### Key Components
+
+- **Web Part Implementation**: Extends `BaseClientSideWebPart` with Glean-specific functionality
+- **Element Detection**: Uses `document.querySelector` to locate SharePoint search elements
+- **Dynamic Loading**: Loads Glean SDK from `https://app.glean.com/embedded-search-latest.min.js`
+- **Search Integration**: Attaches Glean's EmbeddedSearch object to SharePoint's search interface
+
+### Useful Resources
+
+- [SharePoint Framework Overview](https://learn.microsoft.com/en-us/sharepoint/dev/spfx/sharepoint-framework-overview)
+- [SharePoint App Catalog Management](https://learn.microsoft.com/en-us/sharepoint/use-app-catalog)
+- [SPFx Development Environment Setup](https://learn.microsoft.com/en-us/sharepoint/dev/spfx/yeoman-generator-for-spfx-intro)
diff --git a/sidebars.ts b/sidebars.ts
index a0c3e504..32bde42f 100644
--- a/sidebars.ts
+++ b/sidebars.ts
@@ -283,6 +283,11 @@ const sidebars: SidebarsConfig = {
id: 'libraries/web-sdk/guides/react',
label: 'React',
},
+ {
+ type: 'doc',
+ id: 'libraries/web-sdk/guides/sharepoint',
+ label: 'SharePoint',
+ },
{
type: 'doc',
id: 'libraries/web-sdk/guides/zendesk',