Microsoft Office 365 SharePoint

Set up Azure

First, you need to contact your Azure administrator and ask for three parameters which you’ll need when you create a connector.

  • Application (Client) ID

  • Client Secret

  • Directory (Tenant) ID

You can read the Azure procedure here.

Configure network and firewall access

You will need to give NOW Privacy network access, including firewall access, to the target SharePoint instance (cloud or on premise).

For further details, take a look at this documentation from Microsoft.

Create the data source in NOW Privacy

In NOW Privacy, create a data source:

  1. From the main menu select Data Sources

  2. Click New ⇾ New Data Source

  3. In the New Data Source dialog, select the dataset this new data source will belong to by:

    1. choosing an existing dataset from the dropdown, or

    2. clicking Add to new Data Set and typing the name of your dataset

      If you use option 3b, remember to add the dataset to at least one security group. If you don’t, no users will be able to see the data from this data source.

  4. Click Next

  5. Select the Office 365 data source and click Next

  6. Select which Office 365 service you want to use: Exchange, SharePoint, or OneDrive

  7. Enter the Azure credentials for this data source

    Your Azure administrator can supply these

  8. Think about the ingestion scope you want to use:

    For this scope:

    We crawl for this:

    Everything

    All available sites, and all subsites under them.

    Site only

    The content of a specified site or subsite.

    Site and subsites

    A specified site and its subsites.

    Site with folder path

    A specified path on a specified site.

    A subsite is just like a site. Setting up a crawl on a subsite is just like setting up a crawl on a site.

  9. Optionally, click Test Credentials

NOW Privacy validates them and shows you what the credentials allow you to crawl

Test the Azure credentials for Office 365 SharePoint

  1. Click Next

  2. Choose your ingestion scope:

    • Everything

    • Site only

    • Site and subsites

    • Site with folder path

  3. Fill in the Site URL and Folder path if needed.

    If the scope is Everything, you don’t need any parameters.

Note

In most cases, this test is reliable. However, you might want to configure a data source before the target server is available, or perhaps during a scheduled maintenance window when the check isn’t possible.

Also, Office 365 cannot be fully validated without attempting to crawl data.

The Ignore this warning checkbox allows you to set up the data source even if validation fails.

Field

Description

Site URL

If the ingestion scope is Site Only, Site with Subsites, or Site with Folder Path, specify the site on your SharePoint server.

Folder Path

If the ingestion scope is Site with Folder Path, specify the path to target on the site.

  1. Select the country for this data source and click Next

    The country is used in geographical visualisations

  2. Optionally, click Add Custom Description

    This allows you to use you own description for this data source, rather than accept the default description that NOW Privacy provides

  3. Set the Crawl priority

  4. Specify whether you want to crawl once or continuously

  5. Click Start Crawl Immediately if you want to crawl the data right now

    Or you can start a crawl manually anytime you want

  6. Click Create Data Source

Limitations

SharePoint sites can have multiple document libraries.

  • If the scope is Site with folder path, NOW Privacy only crawls the default library.

  • For any other scope, NOW Privacy crawls all your document libraries.