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Configure the Product to Crawl an Entire SharePoint Online Tenancy

Typically SharePoint environments are crawled on a per-site-collection basis. Sometimes you need to crawl an entire SharePoint Online tenancy. The following guide details how to configure a tenancy for collection.

  1. Add SharePoint Online source as described in the SharePoint Online section.

    note

    If this option isn't available within the source type selection then it would suggest that the source type isn't licensed, contact support for more details.

  2. The Source is configured to the tenancy level, therefore specify the URL as the root site collection URL. This is however not a requirement if you don't have a root site collection.

  3. Specify an account with tenancy administration rights. Accounts can be specified in either the default AD format DOMAIN\USERNAME, or in the format of the user's email address USERNAME@DOMAIN.

  4. The Match Rules are an important configuration option, defining which site collections will be crawled. Here are some example match rules that may be required:

    • .*\/Personal\/.*—Identifying "/personal/" within the URL (as in the following example) - this would be the correct configuration to crawl end-user's OneDrive site collections (OneDrive for Business)
    • .*— Identifies any site collections, ensuring that all collections will be crawled

  5. Define the required Classification Template, as well as the Detection Period which defines how often new site collections are detected

  6. Select Save.