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SharePoint Online (Native) [Email] 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

    A native Office 365 account.

    Note:

    • When you use your own domain in Office 365: username@domain.com.

    • When you use the initial domain in Office 365: username@domain.onmicrosoft.com.

    Password The corresponding password.

  3. Ensure that the Windows account of your user identity has the appropriate permissions:

    1. For content and permission indexing, incremental refresh, and site collection discovery, the account must have Administrator permission for all SharePoint Online site collections to index, but also the root site collection. [more]

    2. For personal site, user profile, and social tags indexing, the account must be owner of all personal sites collections. [more]

  4. Create an Email security provider. [more]

    Key parameter Value
    Name You must name your security provider.
    Security Provider Type Email (x64)
    User Identity The federated Office 365 user identity you created.

  5. Create a Claims to Email for SharePoint Online security provider.

    Key parameter Value
    Name You must name your security provider.
    Security Provider Type Claims to Email for SharePoint Online
    User Identity The federated Office 365 user identity you created.
    Security Provider The Email security provider you created in step 4.
    Windows Azure Active Directory Module for Windows PowerShell The installation path of the Microsoft Online Services Module for Windows PowerShell. [more]

  6. Install the Windows Azure AD module on the Coveo Master server needed by the Office 365 security provider. [more]

  7. Create an Office 365 security provider. [more]

    Key parameter Value
    Name You must name your security provider.
    Security Provider Type Office 365
    User Identity The native Office 365 user identity you created.
    Users Security Provider The Claims for SharePoint Online security provider you just created.

  8. Create a SharePoint security provider. [more]

    Key parameter Value
    Name You must name your security provider.
    Security Provider Type SharePoint
    User Identity The native Office 365 user identity you created.
    Active Directory Security Provider (none)
    Security Provider for SharePoint Users The Claims to Email for SharePoint Online security provider you just created.
    Security Provider for Domain Groups The Office 365 security provider you just created.
    SharePoint Server Url

    URL of the SharePoint Online site in the form https://domain.sharepoint.com/[path]

    where [path] is needed only when you want index a specific site collection, list, etc.

    AuthenticationType SpOnlineNative

  9. 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 SharePoint Online server URL in the form https://domain.SharePoint.com. [more]

    The URL of the SharePoint Online site collection regrouping all the personal sites (in which are located the OneDrives for Business) that you want to index in the form https://domain-my.sharepoint.com. [more]
    Authentication Type SpOnlineNative N/A
    Authentication The native Office 365 user identity you created.
    Security Provider The SharePoint security provider you just created.

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

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