SharePoint Online configuration

Sharepoint Online connection to INDICA can be configured to act as an application or as a user in your system. For best results and getting all ACL's permissions of an application are needed. If you choose for INDICA appliance to act as a user in your SharePoint environment, INDICA will have limited capabilities when indexing your files, and would not get any ACL's. 


Using an administrator account go to https://aad.portal.azure.com or your own sub-domain for Azure configuration.

  1. Select "Azure Active Directory" on the right panel.;
  2. Select App Registrations (Preview) on the panel that was opened.;
  3. Click "New Registration";
  4. Name it whatever is convenient for you, and leave other settings as they are and click "Register";
  5. On the overview that opened click "View API Permissions";
  6. Continue on by clicking "Add a permission" -> "Microsoft Graph"
    1. Select "Application permissions" if application permissions are needed and one by one add the following permissions:
      Files.Read.All, Groups.Read.All, Sites.Read.All, User.Read.All;
    2. Select "Delegated permissions" if INDICA appliance acts as a user and add:
      Files.Read.All, Sites.Read.All, offline_access
  7.  When finished click "Grant admin consent for ... " at the bottom
  8. Next go to "Certificates & secrets" on the same window and add "New client secret". Describe it however you want and add it.
  9. Note down the secret value that just appeared in a secure place, you will need this when adding SharePoint as a source (see "Connecting INDICA appliance to SharePoint")


SharePoint 2010, SharePoint 2013 configuration

You must add the Full Read policy to all SharePoint farm web applications for the INDICA system account if you want to index SharePoint content and ACL's, incremental refresh, and site collection discovery.

  1. Open SharePoint 2013/2010 Central Administration (Start menu > All Programs > Microsoft SharePoint 2013/2010 Products).
  2. Under Application Management, click Manage web applications.

  3. For each web application to crawl:

    1. In the Web Applications Management page:

      1. Click the name of the desired web application to highlight it.

      2. In the ribbon, click User Policy.

    2. In the Policy for Web Application dialog box, click Add Users.

    3. Select the Zone (all zones)

    4. In the Add Users wizard:

      1. Add the indexer account.

      2. Under Permissions, select the Full Read - Has full read-only access check box.

      3. Click Finish.

  4. In the Policy for Web Application dialog box, click OK.


SharePoint 2007 configuration

You must add the Full Read policy to all SharePoint farm web applications for the INDICA system account if you want to index SharePoint content and ACL's, incremental refresh, and site collection discovery.

  1. Open SharePoint 3.0 Central Administration (Start menu > All Programs > Microsoft Office Server).

  2. Click Application Management.

  3. Click Policy for Web application.

  4. For every web application to crawl:

    1. Click Add Users.

    2. Select (All Zones), and then click Next.

    3. In the Users text box, add the crawling account.

    4. Under Permissions, select the Full Read - Has full read-only access checkbox, and then click Finish.

Connecting INDICA appliance to SharePoint


  1. Open INDICA appliance in your browser and select a case you want to include SharePoint.

  2. Click "manage" on the top navbar

  3. Click "Sources"->"Sharepoint" on the top navbar

  4. Click "Add New" to add a new SharePoint source.

  5. Select the type of SharePoint you are going to use (Online - for on-cloud SharePoint, On-premise - for SharePoint 2013 installations)

  6. If you selected Online type:

    1. Select Permission type based on what you have decided in "SharePoint Online Configuration" pt.7 . If the Permission type is "User delegated" you will be redirected to login as the user account. Make sure that you log out of your main account before continuing.

    2. Enter the required fields from Azure portal.

  7. If you selected On-premise type:

    1. Enter the main Site URL and enter it's credentials which you configured in "SharePoint 2010, SharePoint 2013 configuration"

  8. Select which sites you want to be indexed. And finish the setup