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SharePoint 2016/2013/2010 On-Premises (ADFS Under Claims) [Claims] Source Quick Setup

  1. Validate that your environment meets the requirements: 

  2. Create a user identity with a dedicated Windows account that has access to all the SharePoint content that you want to index. [SharePoint] or [OneDrive for Business]

    Key parameter Value
    Name You must name your user identity.
    User In the domain\username or username@domain.com form.
    Password The corresponding password.
    1. (Not for OneDrive for Business sources) On your SharePoint farm, install the Coveo web service and optionally the search box, and search interface (see Installing the Coveo Web Service, Search Box, and Search Interface into SharePoint).

  3. Ensure that the crawling account of your user identity as appropriate permissions, the crawling account must:

  4. Create a Claims for an on-premises SharePoint security provider. [more]

    Key parameter Value
    Name You must name your security provider.
    Security Provider Type Claims for SharePoint On-premises
    User Identity When you want to use a Claims-aware Coveo Search, select a user identity of any Windows account that can be used to authenticate to ADFS (see Configuring the Claims-Aware Coveo Search Application). Otherwise, select the user identity you just created.
    SharePoint Web Application Url

    The URL of the SharePoint web application using Claims-based authentication in the http://SharePointServer[:port]/ form.

    Web Application supports AD FS Claims Authentication Selected
    Url of the SharePoint AD FS Server The URL of the ADFS server which is trusted by SharePoint.
    Trust Identifier for SharePoint The Relying Party Trust identifier for the SharePoint web application. [more]
    Allow Complex Identities Selected

    Notes: You can configure the security provider to operate when multiple ADFS servers are used to authenticate users in SharePoint. [more]

  5. Create a SharePoint security provider. [more]

    Key parameter Value
    Name You must name your security provider.
    Security Provider Type SharePoint
    User Identity The user identity you just created.
    Active Directory Security Provider The default Active Directory security provider.
    Security Provider for SharePoint Users The Claims for SharePoint On-Premises security provider you just created.
    Security Provider for Domain Groups (none)
    SharePoint Server Url The URL of the SharePoint web application where the Coveo SharePoint Web Service is installed in the form http://SharePoint_server:[WebApp_port].
    AuthenticationType AdfsUnderClaims
    AdfsServerUrl The URL of the ADFS server for which a Trust is established with SharePoint.
    SharePointTrustIdentifier The Relying Party Trust identifier for the SharePoint web application, such as urn:federation:MicrosoftOnline. [more]

    Notes: You can configure the security provider to operate when multiple ADFS servers are used to authenticate users in SharePoint. [more]

  6. Create a SharePoint or OneDrive for Business source. [SharePoint] or [OneDrive for Business]

    Key parameter SharePoint OneDrive for Business
    Name You must name your source.
    Source Type SharePoint (x64) OneDrive for Business
    Addresses The URL for the SharePoint farm sections that you want to index in the form https://SharePoint_server[:port]/path, where [path] is needed only when you want index a specific site collection, list, etc. [more] The URL for the SharePoint web application that you want to index in the form https://SharePoint_server:[WebApp_port]. [more]
    Authentication Type AdfsUnderClaims
    AdfsServerUrl
    (Hidden parameter)
    The URL of the ADFS server for which a trust is established with SharePoint.
    SharePointTrustIdentifier
    (Hidden parameter)
    The Relying Party Trust identifier for the SharePoint ADFS server. [more]
    Authentication The user identity you created.
    Security Provider The SharePoint Security provider you just created.

    Notes: You can configure the source to operate when multiple ADFS servers are used to authenticate users in SharePoint. [SharePoint] or [OneDrive for Business]

  7. Rebuild the source and validate that documents are indexed.

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