Follow this post to set up Azure AI Search with SharePoint as a datasource, including how to target a specific library rather than only the default document library. Read post How to index SharePoint content using Azure AI Search for Copilot agents for detailed set up, this post covers only the different ways to connect to SharePoint content. SharePoint datasource container options Azure AI Search supports three container modes for SharePoint sources:

I tested SharePoint auto-trimming behavior against files with and without retention labels. The results show that files without a retention label are trimmed as expected, while files with a retention label behave more like retention policy items and keep versions longer. For non-retention-label files, SharePoint trims old versions once the version count grows. Auto-trimming bypasses the recycle bin and removes older minor/major versions. However, files with retention labels appear to retain versions instead of trimming them.

Updating SharePoint file metadata with Set-PnPListItem requires the correct UpdateType. Use SystemUpdate for author and retention label changes, and UpdateOverwriteVersion when updating the editor. When to use SystemUpdate SystemUpdate updates list item metadata without creating a new version or changing the modified date. It is ideal for author changes or retention label updates. When to use UpdateOverwriteVersion UpdateOverwriteVersion updates metadata and creates a new version. It is required for editor changes because SystemUpdate does not update the editor field reliably.