SharePoint Connector: Online Document Connection

Office 365 domain name

Enter the Office 365 domain name

Office 360 domain description

Enter a description for the Office 365 credential source.  This is what will appear to users when they are prompted for their credentials from the web client search results page.

Azure Application Client ID

Enter the Azure Application Client ID you obtained during an earlier step when setting up the Windows Azure Graph API for Locator.

Azure Application Secret Key

Enter the Azure Application Secret Key you obtained during an earlier step when setting up the Windows Azure Graph API for Locator.

Office 365 account synchronized

Check the box if your Office 365 account is synchronized with your on-premises Active Directory

Enable Mixed Mode

Check this box if you wish to provide Forms Login for users that have failed to login using SSO.

Use security cache service

Check this box if you want to use background service that will query SharePoint to cache user tokens. Using this service can decrease the time used by security plugins.

Server Address

Address to the security cache service. Default value is recommended. You can change the security cache server address in the Via.SharePoint.SecurityService.exe.config.

Pause interval

Sets the time security cache service will wait before next run.

ADFS endpoint address

Address to WS-Federation endpoint. Default
https://fs.[tenant].com/adfs/services/trust/13/usernamemixed

Relying Party ID

Default urn:federation:MicrosoftOnline

Name of attribute mapped to email

Default are UPN or Email

SharePoint Online URL

Enter the SharePoint Online URL

Connection Name

Enter the display name for the connection

Use application instead of index user

Check this box if you want use Azure AD Application to index documents

• Important Note: Using this option requires Azure AD connector installed with connection configured to the same tenant.

SharePoint Online Index User

or

Application Client ID

Enter the index user account name using format user@domain.com.

Enter the Azure Application Client ID you obtained during an earlier step when Adding Permissions to the Azure AD Application for SharePoint Online indexing.

Password

or

Application Secret Key

The password of the index user.

Enter the Azure Application Secret Key you obtained during an earlier step when Adding Permissions to the Azure AD Application for SharePoint Online indexing.

Set up separate user/application for authentication and identification

Check this box if you want to use different index user/application for Authentication and Identification.

SharePoint Online Security User

or

Application Client ID

Enter the security user account name using format user@domain.com.

Enter the Azure Application Client ID.

Password

or

Application Secret Key

The password of the security user.

Enter the Azure Application Secret Key

SharePoint ChangeSets

Use SiteData web service to index by change sets (Document connections only)

• This option provides for a more efficient method for Locator to obtain changes to documents within SharePoint. 

• Important Note For SharePoint Connector versions older than 2.9.0.0: In order to use this feature the index user is required to access the SiteData web service, thus the index user must be a site collection administrator.
  Since SharePoint Connector version 2.9.0.0 SiteData web service is no longer used to retrieve changes and index user no longer has to be site collection administrator to use ChangeSet functionality.

Use Incremental Mode

This option will cause the full scan to index only new site collections. Change Set will handle document additions, updates and deletes in already indexed site collections. This will decrease the number of requests to SharePoint after the initial full scan.

Azure Security

Use Azure to obtain security group information for index security

Include Office 365 Personal Blogs

Include Office 365 Personal Blogs

Include Office 365 Group Sites

Include Office 365 Group Sites

Include Office 365 Communication Sites

Include Office 365 Communication Sites

Include other site templates

Adds option to include other, unlisted site templates. It will be possible on SubSites Page.

Index all 'Site Collections' on this server

If you enable this option the SharePoint connector will get the list of site collections from the SharePoint Admin Center.

• Important Note: In order to use this feature the index user is required to access the admin site, thus the index user must be a site collection administrator.

SharePoint admin center URL

The Url of the Admin Center

Custom property name

Select or provide property name that all included site collections should have. All site collections without this property will be excluded. You can press Auto Discover Properties button to perform lookup for available properties*.

Custom property value

Select or provide value for the custom property. All site collections that don't contain property with configured name and value will be excluded. You can press Auto Discover Properties button to perform lookup for available properties*.

Index set of 'Site Collection'

If you enable this option the SharePoint connector will index only one set of site collection.

Total number of sets

Number of sets. Each of the set must be created in new connection.

Current set number

Set for which current connection is being created.

• Important Note: Each set should get connection even if it would be currently empty. When new site is created it has a chance to be assigned to the empty set.

Details

Informations that help determine optimal number of sets/index users.

Subsites

By default, all sub-sites will be indexed. You can choose to exclude sites by checking the box to the left of the site name.

Exclude items marked as NoCrawl

You can choose to exclude items marked as NoCrawl in SharePoint.

• The NoCrawl flag is controlled in the "Search and Offline Availability" settings for the SharePoint List.

• If "Allow this site to appear in search results" is set to No, the list will have the NoCrawl flag.

Exclude items from Hidden lists

You can choose to exclude items from hidden lists.

• A list is hidden when the "Hide from Browser" flag is checked in SharePoint Designer.

Include SharePoint Web Sites

The default setting is not to include the SharePoint Web Sites.

Include only selected sites with their subsites

Changes the default indexing behaviour for new SubSites, that were created after this connection was established. If this is checked new site won't be indexed by the connector.

Content Type

You can also choose to exclude specific data content types from being indexed.  Just as you can with sites, simply check the box to the left of the content type name for those content types you wish to exclude from the index.

File Type to index

Select file types Only the most common file types are included by default.

The file extension to index. The options are:

• Index all file types

  • This one will by default index ALL files, regardless of the file format

  • For file types associated with the built-in DocFilter content filter, all text content available will be indexed

  • For other file types, only available metadata (like file name and path) will be indexed

• Index selected file types only (default)

  • Will only index the file types listed in the dialog

• Exclude selected file types

  • Will index everything - except the file types defined in the list

Include SharePoint Lists

The default setting is to include the SharePoint Lists.

Include SharePoint Comments

Check this option if you want to index comments under pages in SharePoint. Default setting is to exclude comments.

Perform single full scan

Option available only when you are editing connection with enabled Incremental Mode. This forces the connector to perform a single full scan on all connectors after which it will continue with the incremental mode. You should check this option if you want to remove from index some subset of documents that still exist in the source system.