Installation and Configuration Process
19/0/6/2026
This article provides an overview of how to install and configure Graphwise for SharePoint.
Create a SharePoint site where you will install the Graphwise for SharePoint application.
Run a PowerShell script from the deployment package to create system lists.
To deploy the Graphwise for SharePoint Administration application to the site, create a site app catalog.
Note
Alternatively, you can use a tenant app catalog to install Graphwise for SharePoint Administration. However, we strongly recommend using the site app catalog to limit the deployment of the application to a single site.
Upload the package with the Graphwise for SharePoint Administration application to the site app catalog.
To enable management of site permissions from the Graphwise for SharePoint Administration application, log in to the SharePoint admin center and approve a pending request from the application web part to access the Microsoft Graph API.
Add the Graphwise for SharePoint Administration application as a web part to a specific page on the SharePoint site.
Create a SharePoint site where you will install the Graphwise for SharePoint Search application.
Create a site app catalog. This also deploys the Graphwise for SharePoint Search application on the site.
Upload the package with the Graphwise for SharePoint Search application to the site app catalog that you created in the previous step.
In SharePoint, a site can contain one or more pages, each of which can contain one or more web parts. To use the Graphwise for SharePoint Search application, create a site page and add the Graphwise for SharePoint Search web part.
To use the Tagging module, deploy the Graphwise for SharePoint Command Bar and Views application to a SharePoint tenant app catalog. From there, you can add it to any site in that tenant.
The Graphwise for SharePoint Administration application delegates identity and access management to Microsoft Entra ID (formerly Azure Active Directory). As a first step, establish a one-way trust relationship by registering the application with the Microsoft identity platform.
Note
To use both the Tagging and the Term Store Synchronization modules, create a separate app registration for each module. Configure each app registration separately.
Configure the app registration to allow the Graphwise for SharePoint Administration application to authenticate and authorize against resources. The configuration process includes the following steps:
Note
Repeat the steps for each app registration you created in step 1.
Grant the app registration permissions to call the Microsoft Graph and SharePoint APIs. Also, grant admin consent to allow access to your organization's data.
Create a key vault to generate a certificate and a client secret for your app registration.
Generate a certificate.
Export the certificate in a CER format to upload it into the app registration.
Upload the certificate into the app registration.
Add a client secret to the app registration.
Create function apps to host the execution of the Azure functions used by Graphwise for SharePoint.
Note
You need a dedicated function app for each of the Graphwise for SharePoint modules (the Tagging module, the Term Store Synchronization module) that you want to install. Each of the function apps has to be separately configured.
Use Azure Kudu to upload the zip files with the Azure functions into corresponding function apps.
Configure each function app by editing its settings in bulk.
Optional: The Azure functions communicate with the Graph Modeling server via REST API calls, which are by default protected with OAuth 2.0. You can change the authentication method to Basic Authentication.
Recommended: To use the Tagging module, you can lower Azure costs by exclude/include-listing certain file types for tagging. You can also set a limit on the file size.
Note
The tagging process works with text-based files; other file types will not return any results.
Optional: You can enable the built-in App Service authentication by Microsoft to provide the Azure functions with an additional layer of security.
Optional: To use the Term Store Synchronization module, you can enable and configure logging of synchronizations in the Graphwise for SharePoint Administration application on the concept level.
Optional: Use the Azure functions to verify that the connection between the Graph Modeling server and the Azure Portal works as intended.
Record the URLs and app keys of the function apps. You will need them to establish communication between the Graphwise for SharePoint Administration and Search applications and the Graph Modeling server.
After installing Graphwise for SharePoint Administration on a SharePoint site, set up authentication for the application and deployed Azure functions from the Azure portal.
Go to SharePoint and further configure Graphwise for SharePoint Administration to enable communication between the application and the Graph Modeling server as well as between the application and Microsoft Entra ID (formerly Azure Active Directory).
After installing Graphwise for SharePoint Search on a SharePoint site, configure it to enable communication between the application and the Graph Modeling server as well as between the application and Microsoft Entra ID (formerly Azure Active Directory).