- Available Source Types
- Confluence Legacy Source
- Confluence Source
- Confluence Cloud Source
- Dropbox Source
- Gmail Source
- Google Drive Source
- Google Drive for Work Source
- Jira Source
- Jira Cloud Source
- Jive Source
- Jive Cloud Source
- Lithium Source
- Microsoft Exchange Source
- RSS Source
- Salesforce Source
- SharePoint Source
- SharePoint Legacy Source
- SharePoint Online Source
- Sitemap Source
- YouTube Source
- Web Crawler Source
Adding a SharePoint Online Source
You can add the content of a SharePoint Online community to your Coveo Organization.
You can index SharePoint Online content and make it searchable. The SharePoint Online content is searchable by only you when you make the source private or all members of the Coveo Organization when you share the source. Your SharePoint Online source starts an incremental refresh every 15 minutes to index SharePoint Online file changes (addition, modification, or deletion).
Source Features Summary
|SharePoint Online version||N/A|
|Searchable content types||Top-level (tenant), Web applications, site collections, sites, sub-sites, user profiles, personal websites, lists, list items, list item attachments, document libraries, document sets, documents, web parts, and microblog posts and replies.|
|Content update||Incremental refresh||
Full refresh or rebuild is needed to retrieve deleted user profiles.
Add a SharePoint Online Source
To edit a SharePoint Online source, see Edit the Source Configuration to Re-index its Content or Re-authorize the Access, and then follow the steps below, starting from step 6.
Configure DNS records for Office 365 at your DNS hosting provider.
Log in to Office 365 admin center with an administrator account.
In the navigation bar on the left, select Domains.
In the Manage domains page:
Under Domain Name, select your corporate domain (not
company.onmicrosoft.com) check box.
Next to the Action column, under the [domain name], click Domain settings.
In the [domain name] page, in the DNS records section, take note of the DNS records.
Configure these DNS records in your DNS host provider (see Create DNS records for Office 365 when you manage your DNS records).
In the [domain name] page, in the DNS records section, click the Troubleshoot domain link to ensure the DNS records were correctly configured.
On your SharePoint tenant:
Select or create a user that the source will use to retrieve your SharePoint Online content. Refer to the following table to identify the required type of user for your web application enabled authentication.
SharePoint Web Application Enabled authentication Type of user User format Native Native Office 365 account
SSO with ADFS Single Sign-On Office 365 account
SSO with Okta
Grant appropriate SharePoint permissions to the SharePoint Online account you selected to ensure access to all the content that you want to index.
The following table presents the minimal required permissions that the indexing account must have to perform the specified action.
Action to perform Minimal required permission Content and security indexing, incremental refresh, and site collection discovery
- (Only when you include the content of a SharePoint web application) SharePoint Administrator permission in Office 365 (see Assigning admin roles in Office 365).
- Administrator permission for all SharePoint Online site collections, including the root site collection (see Granting the Site Collection Administrator Permission in SharePoint Online).
Personal site, user profile and social tags indexing
When indexing personal sites or user profiles, the indexing account must not have a personal site on the SharePoint server being indexed to prevent connector failure cases when attempting to retrieve the list of personal sites.
Owner of all personal sites collections (see Adding the Personal Sites Collections Owner Permissions for SharePoint Online).
If not already done, log in to your Coveo organization.
In the navigation bar on the left, under Search Content, select Sources, and then click Add Source.
In the Add Source page, click SharePoint Online.
When you create a source, you become the owner of the source.
In the Add/Edit a SharePoint Online Site dialog box:
In the Source Name box, enter a descriptive name of your choice for the source.
In the URL box, enter the URL for your SharePoint Online site.
In the security drop-down menu, select if you want your SharePoint Online content to be Shared or Private (see Source Permission Types).
If you select Shared, in search results, users can see all the items that the indexing account can access.
In the Username and Password boxes, enter the credentials of the SharePoint Online account you previously selected or created in step 2.
Click Start Indexing (or Refresh Index when editing the source).
Back in the Coveo administration console Sources page, you can review the progress of your SharePoint Online source addition (see Review the State of Sources Available to You).
Schedule source incremental and full refresh to maintain your source content up to date (see Modify a Source Schedule).
Ensure source item titles are correctly set in search results by reviewing the title selection sequence (see Decide How Item Titles Are Determined in Search Result Lists).