1. Validate that your environment meets the requirements: 

   • (For SharePoint 2010 and 2013) CES 7.0.6767+ (June 2014)

     OR

     (For SharePoint 2016) CES 7.0.8541+ (September 2016)

     OR

     (For Microsoft OneDrive for Business) CES 7.0.8047+ (December 2015)

     Note: You can check your CES version from the Administration Tool. [more]

   • Your Coveo license includes the Microsoft SharePoint or Microsoft OneDrive for Business connector. [more]

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.

3. (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).

4. Ensure that the crawling account of your user identity has appropriate permissions, the crawling account must:

   • Be a member of the SharePoint farm administrators group (see Adding the Crawling Account to the SharePoint Farm Administrators Group)

   • Have the Read permission for the site collection(s) that you want to index (see Adding the SharePoint Website Read Permission).

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

   Key parameter	Value
   Name	You must name your security provider.
   Security Provider Type	Claims for SharePoint On-premises
   User Identity	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 NTLM Claims Authentication	Selected
   Allow Complex Identities	Selected

6. 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.
   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	WindowsUnderClaims

7. 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	WindowsUnderClaims
   Authentication	The user identity you just created.
   Security Provider	The SharePoint security provider you just created.

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

What's Next?

• (For SharePoint sources only) When you provide a Coveo .NET Front-End search interface residing outside SharePoint and want users to be able to find Claims-secured SharePoint content without having to log in again to SharePoint, configure the search interface to manage single sign-on (see Manually Configuring a .NET Search Interface Claims SSO for an On-Premises SharePoint) .

• CES 7.0.9093+ (September 2017) (For SharePoint on-premises sources only) When you provide a Coveo JavaScript search interface and want to leverage SharePoint claims for content security, install the Coveo Claims Security Module, among other things (see Allowing a JavaScript Search Page to Retrieve SharePoint Claims).