Connect Microsoft Outlook

This page describes how to connect Microsoft Outlook to Agentspace. The connector supports both data ingestion and federated search. See the section for the approach you plan to use:

• Connect Microsoft Outlook (data ingestion)
• Connect Microsoft Outlook with federated search (Preview)

Connect Microsoft Outlook (data ingestion)

Use the following procedure to sync data from Microsoft Outlook to Agentspace.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

1. Set up access control for your data source. For information about setting up access control, see Use data source access control.

2. A Microsoft Outlook administrator must generate or obtain the following for integrating with Agentspace:

   • Client ID
   • Client secret
   • Tenant ID

3. Configure the following scopes:

   View scopes

   • Calendars.Read
   • Calendars.ReadBasic.All
   • Contacts.Read
   • Mail.Read
   • Mail.ReadBasic
   • Mail.ReadBasic.All
   • User.Read.All
   • User.ReadBasic.All

Create a Microsoft Outlook connector

Enable real-time sync

To enable real-time sync for your data store, follow these steps.

1. In the Google Cloud console, go to the Agentspace page.

   Agentspace

2. In the navigation menu, click Data stores.

3. Click the name of the Microsoft Outlook data store for which you want to enable real-time sync.

4. On the data store Data page, wait until the Connector state changes to Active.

5. In the Real-time sync field, click View/edit.

   

6. Click the Enable real-time sync toggle to the on position.

7. Provide a value for Client secret. This value is used to verify Microsoft Outlook webhook events. We recommend using a string of 20 characters.

   

8. Click Save.

   Wait for the Real-time sync field to change to Running.

Next steps

• To attach your connector to an app, create an app and select your connector following the steps in Create a search app.

• To preview how your search results appear after your app is set up, see Get search results.

• To enable alerts for the data store, see Configure alerts for third-party data stores.

Connect Microsoft Outlook with federated search

Use the following procedure to search your Microsoft Outlook account using federated search.

Before you begin

Perform the following steps before connecting to your Microsoft Outlook data store using federated search.

1. Register Agentspace as an OAuth 2.0 application in Microsoft Entra ID. Copy the following credentials:

   • Client ID
   • Client secret
   • Tenant ID

2. Configure the following Microsoft Graph application permissions with the consent of a Microsoft Outlook administrator:

   Permission	Type	Description
   Mail.Read	Delegated	Read user mail
   Calendars.Read	Delegated	Read user calendars
   Contacts.Read	Delegated	Read user contacts

3. Add the following URLs as web callback URLs:

   • https://vertexaisearch.cloud.google.com/console/oauth/default_oauth.html
   • https://vertexaisearch.cloud.google.com/oauth-redirect

Create a federated search connector with Outlook

Use the following steps for Google Cloud console to perform federated search through Microsoft Outlook from Agentspace.

1. In the Google Cloud console, go to the Agentspace page.

   Agentspace

2. In the navigation menu, click Data stores.

3. Click Create data store.

4. On the Select a data source page, select Outlook Federated to connect your third-party data source.

5. Under Authentication settings:

   1. Enter the Client ID, Client secret, and Tenant ID.

   2. Click Login.

   3. Click Continue.

      

6. Select the entities you want to include.

   1. Select from Mail, Calendar, and Contact.

   2. Click Continue.

      

7. Select a region for your data source.

8. Enter a name for your data source.

9. Click Create. Agentspace creates your data store and displays it on the Data stores page.

After the data store is created, go to the Data stores page and click your data store name to see the status. When the Connector state changes from Creating to Active, the federated search connector is ready to be used.

User authorization

After creating a federated search data store, the Agentspace source management panel lists it as one of your data sources. If you haven't previously authorized Agentspace, you can't select the data source. Instead, an Authorize button appears.

To initiate the authorization flow:

1. Click Authorize. You are redirected to the Outlook authorization server.

2. Sign in to your account.

3. Click Grant access. After granting access, you are redirected back to Agentspace to complete the authorization flow. Agentspace obtains the access token and uses it to access the Microsoft Outlook search.

Query execution

After you authorize Microsoft Outlook, when you enter a search query:

1. Agentspace sends your search query to the Microsoft Graph API.

2. Agentspace blends the results with those from other sources and displays them.

Data handling

When using third-party federated search, your query string is sent to the third-party search backend. These third parties may associate queries with your identity. If multiple federated search data sources are enabled, the query might be sent to all of them.

Once the data reaches the third-party system, it is governed by that system's terms of service and privacy policies.