SharePoint 2016/2013/2010 On-Premises (Windows Classic) [AD] Source Quick Setup
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Validate that your environment meets the requirements:
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(For SharePoint 2010 and 2013) CES 7.0.6767+ (June 2014)
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(For SharePoint 2016) CES 7.0.8541+ (September 2016)
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(For Microsoft OneDrive for Business) CES 7.0.8047+ (December 2015)
Note: You can check your CES version from the Administration Tool. [more]
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Your Coveo license includes the Microsoft SharePoint or Microsoft OneDrive for Business connector. [more]
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Create a user identity with a dedicated Windows account that has access to all the SharePoint content that you want to index.
Key parameter Value Name You must name your user identity. User In the domain\username or username@domain.com form. Password The corresponding password. -
(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).
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Ensure that the crawling account of your user identity has appropriate permissions, the crawling account must:
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Be a member of the SharePoint farm administrators group (see Adding the Crawling Account to the SharePoint Farm Administrators Group)
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Have the Read permission for the site collection(s) that you want to index (see Adding the SharePoint Website Read Permission).
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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 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] Authentication Type WindowsClassic -
Create a SharePoint or OneDrive for Business source.
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 WindowsClassic Authentication The user identity you just created. Security Provider The SharePoint security provider you just created. -
Rebuild the source and validate that documents are indexed.