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DataStax Microsoft 365 Copilot connector

The DataStax Microsoft 365 Copilot connector allows your organization to index records in your DataStax Astra DB collections. After you configure the connector and index content from the DataStax databases, users can search for those items in Microsoft 365 Copilot.

This article is for Microsoft 365 administrators or anyone who configures, runs, and monitors the DataStax Copilot connector.

Capabilities

  • Index records in DataStax Astra DB collections.
  • Enable your users to ask for advice based on the knowledge from DataStax in Copilot. For example, you have configured the connector to access the collection of movie reviews in DataStax:
    • Recommend a movie based on review texts and your interests.
    • Summarize the review text on movie Paa.
    • Identify the movie that generates heated discussions.

Limitations

  • Doesn't index Non-Vector DB.
  • Doesn't index Langflow.
  • Doesn't support search verticals.

Prerequisites

  • You must be the search admin for your organization's Microsoft 365 tenant.
  • To connect to your DataStax database, you need the DataStax API Endpoint and database ID.
  • To connect to DataStax and allow the Copilot connector to update DataStax tasks regularly, you need an application token with read permissions.

Get started

1. Choose a display name

The display name is used to identify each citation in Copilot to help users easily recognize the associated file or item. The display name also signifies trusted content and is used as a content source filter.

A default value is provided; you can customize it to a name that users in your organization recognize.

2. Add the DataStax API Endpoint

To connect to your DataStax database, you need the DataStax API Endpoint. The endpoint can be found in the overview of your database and is typically the following: https://<your-database-id>-<region>.apps.astra.datastax.com.

3. Add the DataStax database ID

To connect to your DataStax database, you need the DataStax database ID. The database ID can be found in the overview of your database.

4. Generate the Application Token

To use DataStax Application Token for authentication, a DataStax admin needs to generate the application token for the database with a proper user role, such as using "Read Only User".

Screenshot that shows the DataStax API Endpoint, Database ID and Generate Token in the Astra DB overview.

Copy the generated application token from the token details, which is typically a long string that starts with "AstraCS:..." and paste it in the connector setup. Choose Authorize, and use the same token to authenticate permission to crawl.

5. Roll out to a limited audience

Deploy the connection to a limited user base if you want to validate it in Copilot and other Search surfaces before you roll it out to a broader audience. For more information, see Staged rollout for connectors.

At this point, you're ready to create the connection for DataStax. Choose Create to publish your connection and index articles from your DataStax account.

For other settings, like Access permissions, Schema, and Crawl frequency, default values are set based on what works best with DataStax data.

Users Description
Access permissions Only people with access to content in Data source.
Map identities Data source identities mapped using Microsoft Entra IDs.
Content Description
Manage properties For information about the default properties and their schema, see content.
Sync Description
Full crawl Runs every day.

Custom setup

In custom setup you can edit any of the default values for users, content, and sync.

Users

Screenshot that shows Users tab where you can configure access permissions and user mapping rules.

Access permissions

The DataStax Copilot connector supports search permissions visible to Everyone or Only people with access to this data source. If you choose Everyone, indexed data appears in the search results for all users. If you choose Only people with access to this data source, indexed data appears in the search results for users who have access to them. In Atlassian DataStax, security permissions are defined using project permission schemes containing site-level groups and project roles. Task-level security can also be defined using task-level permission schemes.

Mapping identities

The default method to map your data source identities with Microsoft Entra ID is to verify that the email ID of DataStax users is the same as the user principal name (UPN) of the users in Microsoft Entra ID. If the default mapping doesn't work for your organization, you can provide a custom mapping formula. For more information, see Map your non-Azure AD Identities.

To identify which option is best for your organization:

  1. Choose the Microsoft Entra ID option if the email ID of DataStax users is the same as the UPN in Microsoft Entra ID.
  2. Choose the Non-Microsoft Entra ID option if the email ID of DataStax users is different than the users' UPN and email in Microsoft Entra ID.

Content

Screenshot that shows Content tab where you can configure properties and schema.

Manage properties

To view available properties from your DataStax data source, assign a schema to the property (define whether a property is searchable, queryable, retrievable, or refinable), change the semantic label, and add an alias in the property. Some properties are selected by default.

Default property Label Description Schema
Collection Not applicable The collection name Query, Retrieve, Search.
Content Not applicable The record in the collection Search.
IconUrl IconUrl The icon url of the record Retrieve.
Id url The record ID in the collection Query, Retrieve.
Keyspace Not applicable The person who created this task Query, Retrieve, Search.
Title Title The title created by combining the collection name and the record ID Query, Retrieve, Search.

Preview data

Use the preview results button to verify the sample values of the selected properties and query filter.

Sync

Screenshot that shows Sync tab where you can configure crawl frequency.

The refresh interval determines how often your data is synced between the data source and the DataStax Copilot connector index. The DataStax graph connector only supports the refresh interval - full crawl. For more information, see refresh settings.

You can change the default values of the refresh interval.

Next steps

After you publish your connection, you can review the status in the Connectors section of the admin center. To learn how to make updates and deletions, see Manage your connector.

If you have issues or want to provide feedback, see Microsoft Graph support.