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Administrator Help > Connectors > Microsoft SharePoint Connector > Quick Setups > On-Premises (Windows Under Claims) [Claims]

SharePoint 2016/2013/2010 On-Premises (Windows 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.
  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 as appropriate permissions, the crawling account must:

  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.

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