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For SharePoint scanning, a "Network Drive" must be defined on the GEODI installed server. The defined network drive should be used as Folder source in GEODI.

You may need to make different settings according to the Windows Server version where GEODI is installed. What to do in case you get access errors is explained.

Table of Contents

Defining SharePoint as a network drive

After this definition is made, GEODI will automatically index SharePoint sites and directories. GEODI Server user must have full access to SharePoint directories.

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If an access error is received during identification, the sharepoint site should be added to the list of trusted sites via Control Panel/Internet Options.

You need to log in to sharepoint via Internet explorer without opening the Internet Options dialog.

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For Windows Server 2008/2012/2016

The following roles and attributes need to be added.

  • WebDAV Publishing

  • Desktop Experience

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For Windows Server 2019

  • "WebDAV Redirector" in "Features" must be installed

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**SharePoint connection is on Cloud Drives. Files in the selected folders will be indexed. Ignore, and other rules apply.

With Sharepoint Online and Sharepoint Onpremise option, you can connect to your sharepoint account with Online or OnPremise installation.

You must provide an authorized SharePoint user.

You may define different connections to the same site with different rules, like OCR on/off or different discovery coverage.

Tip

Conditions for connection

  1. An Online or OnPrem SharePoint service access address

  2. A SharePoint account with minimum read privileges, the scope of discovery will be limited to that user's access

  3. Giving usage approval when connecting to Sharepoint Online in GEODI. (Asked Once)

Table of Contents

Sharepoint Online

  • To connect an account, a redirect is made to the MS Site. After entering the Username and password, the directory you want to be discovered is selected.

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Sharepoint On Premise

  • The Service Address to be Connected, User Name and Password information is filled in the relevant field. After the connection is established, the directory that you want to discover is selected.

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Classifying Content on Sharepoint from GEODI ES Interface

  • The desktop, Office Add-in, and classification tools work on files in SharePoint Online under the following conditions.

  1. GEODI operates in an executable (exe) mode.

  2. SharePoint connections must be established using the MAP(Network Drive) method.

    1. In SharePoint Online usage, you can apply the MAP method by utilizing the instructions provided on the https://learn.microsoft.com/en-us/sharepoint/sharepoint-view-in-edge page.

    2. Microsoft SharePoint does not offer a similar method for on-premises, so the recommended solution is only applicable to SharePoint Online.

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Trouble Shooting

  1. While making Sharepoint online connection, make sure that your machine has internet.

  2. If the Username Password is entered incorrectly, a 401 warning code is received. You should check the login username and password information.

  3. "Cannot contact site at the specified URL" warning is received when your Service Address is entered incorrectly. When this warning is received, you should check your service address.