Task 01: Upload sample documents

Description

You’ll create a new SharePoint Team site and upload the sample consulting documents included in the project. The declarative agent will use these documents as grounding knowledge when answering prompts.

Success criteria

• You created a SharePoint Team site named Trey Research Legal Documents with the correct group email address and site address suffix.
• You uploaded the sampleDocs folder from C:\Lab Files\lab-build-api to the site’s Documents library.

Key steps

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01: Create a SharePoint site

1. Open Microsoft Edge, then go to lodsprodmca.sharepoint.com/_layouts/15/sharepoint.aspx.

2. Sign in with your lab credentials:

   Item	Value
   Username	@lab.CloudPortalCredential(User1).Username
   Temporary Access Pass (TAP)	@lab.CloudPortalCredential(User1).AccessToken

3. On the top bar, select Create site.

   

4. In the dialog, select Team site.

   

5. Select Standard team.

   

6. In the lower-right corner of the dialog, select Use template.

7. In the Give your site a name dialog, enter the following:

   Item	Value
   Site name	Trey Research Legal Documents
   Group email address	TreyResearchLegalDocuments@lab.LabInstance.Id
   Site address suffix	TreyResearchLegalDocuments@lab.LabInstance.Id

   

   Use the provided values, as these will be referenced again in future steps. The numbers shown in the screenshot will not match your instance.

8. In the lower-right corner of the dialog, select Next.

9. Select Create site.

10. Once the site is created, select Finish.

02: Upload the sample documents

1. In the site menu, select Documents.

   

2. Near the upper-right corner of the page, select Create or upload, then select Folder upload.

   

3. Go to C:\Lab Files\lab-build-api, select the sampleDocs folder, then select Upload.

   

4. In the dialog, select Upload.