Microsoft SharePoint 2013+

To create a new SharePoint 2013, 2016, or 2019 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 data source and click Next

  6. Enter the credentials and details for the data source

    If your Scope is Site only, you can click Browse to navigate to the folder path you want to crawl

Field

Description

Domain

The domain a user belongs to

User Name

A user with read permissions on the data you want to crawl

Password

The password for the user

Site URL

The URL of the SharePoint site you’re crawling

Scope

Site only or Site and sub-sites

Folder Path

Specify the path to target on the site; not available for Site and sub-sites, optional for Site only

  1. Click Test to check the details you entered

  2. Click Next

  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

SSL connections

By default, the Microsoft SharePoint 2013+ data source is configured to work without SSL. If you need to use SSL, please contact the NowVertical Support team.

Note

Site-wide crawls will attempt to crawl all files in the SharePoint site, including administrative folders. If you do not have site collection admin permissions, this will result in a number of files that are inaccessible to NOW Privacy. These will be reported as Access Denied errors.

This behaviour happens if the Scope is:

  • Site and sub-sites or

  • Site only and you omit the Folder Path parameter

It does not happen if you specify a Folder Path.

more See also: SharePoint URL lengths