SharePoint Online Connector Prerequisites

For the authentication mechanism-specific requirements, see the following pages:

 

Connector Features and Requirements

FeaturesSupportedAdditional Information
SharePoint versionOnlineCloud-based
Searchable Content TypesYes

The SharePoint Online connector enables:

  • Connecting to SharePoint Online
  • Fetching data from any:
    • site
    • document library
    • list
      • Indexing this content securely

By default the connector omits some system level properties typically not needed for indexing purpose.

  • If you want to change the list of omitted properties:
    • Edit the Connector's web.config file to specify which properties should be returned.
Content UpdateFull and IncrementalAll BA Insight Connectors support both Full and Incremental crawls, unless noted.
Permission TypesYes

All BA Insight Connectors support fetch ACLs from the source system.

To make items public or restricted to a single user or set of users, you can do so within the Connector Framework.

Required Software

.NET Framework v4.7.2

SharePoint Azure App

Certificate

A SharePoint Online Azure App must be registered with Azure and must have permissions as described in the table below.
See "How to Verify SharePoint Connector Azure API Permissions" to add permissions to the registered app.

Certificate Details:

  • A certificate is required
  • The SharePoint Online Connector supports certificate authentication only
  • Self-signed certificates may be used

User Accounts and Application Permissions

Required PermissionDescription
Azure

You must have access to the Azure Portal site and permission to create and manage Azure app registrations.

Azure App permissions

The SharePoint Online connector supports both authentication mechanisms:

The permissions required for each mechanism is detailed bellow.

Windows

The account used to run the connector:

  • Must be a local Administratoron the server.
  • Cannot be any of the built-in service accounts (NetworkService,local machine, etc.)
Recommendations: Loading Users and Groups

When indexing a tenancy containing thousands of site collections, BA Insight recommends using a master security connection to load all users and groups for all site collections in tenancy into a single master security map.

You can then create specific connections to split all the site collections to index into more manageable pieces and reference the master security map for users and groups.