Adding a SharePoint Legacy Source

  • Deprecated (June 20, 2015) As of June 20th 2015, the only supported way to add SharePoint content is to use second generation SharePoint sources that support SharePoint 2010, 2013, and 2016 on-premises and Online (see Adding a SharePoint Source and Adding a SharePoint Online Source).

  • The SharePoint Legacy source is only available for Coveo organizations that had at least one SharePoint source prior to the June 20th 2015 release.

You can add the content of a SharePoint farm (tenant in SharePoint Online) to your Coveo organization.

You can index SharePoint 2007, 2010, 2013, Foundation 2010, Foundation 2013, and Online content and make it searchable. The SharePoint content is searchable by all members of your Coveo organization. Your SharePoint Legacy source starts an incremental refresh every 15 minutes to index SharePoint file changes (addition, modification, or deletion).

Source Features Summary

Features Supported Additional information
SharePoint version 2010, 2013, Online, Foundation 2010, and Foundation 2013
Searchable content types

Farms (tenants in SharePoint Online), Web applications, site collections, sites, subsites, portals1, areas, area listings, user profiles1, personal websites1, lists2, list items1, list item attachments 2, document libraries, document sets, documents, Web parts3, and microblog posts and replies.

Unpublished items are indexed.

Content update Incremental refresh

Full refresh or rebuild is needed to retrieve updated (added, created, deleted) user profiles2.

Full refresh
Rebuild
Permission types Secured
Private
Shared

1: Not available in Microsoft SharePoint Foundation.

2: Not supported for SharePoint Online.

3: Not all Web parts are available in Microsoft SharePoint Foundation 2010 (see Web Parts in SharePoint Foundation 2010.

Add a SharePoint Legacy Source

To edit a SharePoint Legacy 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 5.

  1. Ensure your environment meets the following requirement:

    • Microsoft SharePoint 2010, 2013 or Online

      OR

      Microsoft SharePoint Foundation 2010 or 2013

      Deprecated support versions: SharePoint WSS 3 and MOSS 2007 (see Repository Version Support Deprecation)

    • On-premises Microsoft SharePoint server accessible to Coveo Cloud

      When the access to communication ports between Coveo Cloud and the SharePoint server is restricted, the appropriate port(s) must be opened in the network infrastructure such as in firewalls to allow Coveo Cloud to access the content.

  2. If not already done, log in to your Coveo organization.

  3. In the navigation bar on the left, under Search Content, select Sources, and then click Add Source.

  4. On the Add Source page, click SharePoint Legacy.

    When you create a source, you become the owner of the source.

  5. In the Add/Edit a SharePoint Legacy Source dialog box:

    Admin-AddSharePointLegacySource

    1. In the URL box, enter the URL of your SharePoint farm (tenant in SharePoint Online).

    2. In the Username and Password boxes, enter the credentials of a SharePoint account that has access to all the content that you want to index.

      A SharePoint Legacy source is a shared source type (see Source Permission Types). This means that all members of your Coveo organization will be able to search all the SharePoint content that you index.

    3. Click Start Indexing (or Refresh Index when editing the source).

  6. Back on the Sources page, you can review the progress of your SharePoint Legacy source addition (see Review the State of Sources Available to You).

What’s Next?

What's Next for Me?