Dynamic Source Groups — Exchange

This section contains information on how to configure SharePoint Online dynamic source groups. Toggle between Basic and Advanced configuration settings by clicking the icons in the Settings button in the bottom left corner of the page.

dynamicsourcegroupex

The following options can be configured for Exchange Dynamic Source Groups:

Option	Description
Authentication Type	Basic — Selecting Credentials enables users to authenticate using email address and password credentials Modern (O365) — Selecting Modern (O365) enables users to authenticate using Tenant ID
Exchange API Url	Enter a URL for an Exchange API for data collection. Leave this field blank to autodetect Exchange APIs.
Crawl Range	Configure whether to crawl data over a date range or from a specific date onwards.
Match Rules	At least one match rule must be included, match rules are Regular expressions, such as: - `.@mydomain.com` - `.@mydomain.co.uk`
Crawl In-Place Archive	Check the box to enable crawling the Exchange In-Place Archive for data. Uncheck the box to disable this option.
Detection Period	The Detection Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Detection Period. To disable detection, set the period to 0 days and 0 hours.
Re-Index Period	The Re-Index Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Re-Index Period. To disable re-indexing, set the period to 0.

Dynamic Source Groups — File Servers

This section contains information on how to configure File Servers dynamic source groups. Toggle between Basic and Advanced configuration settings by clicking the icons in the Settings button in the bottom left corner of the page.

dynamicsourcegroupfs

The following options can be configured for File Servers Dynamic Source Groups:

Option	Description
Server Path	Enter the URL for the SharePoint Online tenant. Entering a tenant here will apply the configurations on the Source Configuration page to all source groups that are created under the tenant.
Username and Password	Enter the username and password to authenticate to the server
Crawl User-Defined Hidden Shares	Check the box to enable data collection from user-created hidden shares. Uncheck the box to disable this option.
Match Rules	At least one match rule must be included, match rules are Regular expressions, such as: - `\\\\myserver\\sales.` - `\\\\myserver\\.\$$`
Classification Template	Search for a Classification Template to apply to Dynamic Source Groups
Detection Period	The Detection Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Detection Period. To disable detection, set the period to 0 days and 0 hours.
Re-Index Period	The Re-Index Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Re-Index Period. To disable re-indexing, set the period to 0.

Dynamic Source Groups — Google Drive Organization

This section contains information on how to configure Google Drive dynamic source groups. Toggle between Basic and Advanced configuration settings by clicking the icons in the Settings button in the bottom left corner of the page.

dynamicsourcegroupgd

The following options can be configured for File Servers Dynamic Source Groups:

Option	Description
Administrator Email	Enter the email for a Google Drive administrator account. The information entered here cannot be edited once the configurations for this dynamic source group are saved.
Crawl Shared Drives	Check the box to enable data collection from shared drives. Uncheck the box to disable this option.
Crawl User Drives	Check the box to enable data collection from user drives. Uncheck the box to disable this option.
Match Rules	At least one match rule must be included, match rules are Regular expressions, such as: - `.\/mySharedDrive.`
Detection Period	The Detection Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Detection Period. To disable detection, set the period to 0 days and 0 hours.
JSON Import	Drag and drop a JSON file containing the service account credentials here, or copy the JSON text to the 'Project ID' field to automatically import the connection settings. If manually configuring Connection Settings, click the Show All Configuration Fields button.
Project ID	If applicable, paste the copied JSON text into the Project ID field to automatically import connection settings.
Re-Index Period	The Re-Index Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Re-Index Period. To disable re-indexing, set the period to 0.

Connection Fields

The following information must be provided if manually configuring connection settings:

Option
Account Type
Private Key ID
Private Key
Client Email
Client ID
Authorization URI
Token URI
Authorization Provider URL
Client Certificate URL

Dynamic Source Groups — SharePoint Online

dynamicsourcegroupspo

The following options can be configured for SharePoint Online Dynamic Source Groups:

Option	Description
URL	Enter the URL for the SharePoint Online tenant. Entering a tenant here will apply the configurations on the Source Configuration page to all source groups that are created under the tenant.
Authentication Type	Credentials — Selecting Credentials enables users to authenticate using username and password credentials Modern (O365) — Selecting Modern (O365) enables users to authenticate using Tenant ID
Match Rules	At least one match rule must be included, match rules are Regular expressions, such as: - `https:\/\/example.sharepoint.com\/sites\/.` - `.\/Personal\/.` - `https:\/\/example-my.sharepoint.com\/.`
Classification Template	Search for a Classification Template to apply to Dynamic Source Groups
Detection Period	The Detection Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Detection Period. To disable detection, set the period to 0 days and 0 hours.
Re-Index Period	The Re-Index Period set here will apply to all SharePoint Online source groups configured under the URL set in the URL text field. Use the slider to change the Re-Index Period. To disable re-indexing, set the period to 0.

Source Groups

Source groups provide a way of logically grouping specific sources, perhaps by type, or perhaps by an internal business specification. Selecting the option Add to Group on the main sources grid screen will present the following pop-up:

addtogroup

A group can either be "mixed", which allows it to contain all source types, or source specific. In the example above a group would be created entitled "Demo Content", which only supports the addition of SharePoint sources. If a supporting source group already exists, this can be selected from the drop-down list provided. See Dynamic Source Groups for more information.

Selecting the cog icon on the main sources grid screen for a source group allows you to amend the group settings:

editgroup

Here you can:

Amend the group name
Delete the group
Enable / Disable Indexing—When disabled content will not be processed into the core search index (content will be excluded from Browse / Search / Suggestions, classification will occur as normal)
Set the Re-index period, priority, and credentials for a single source in the group or configure these options for all sources in this group using the "Apply changes to all sources in Source Group" option.

NOTE: Credentials will only be supported if the source group is type specific
Enable / Disable Content Collection — Disabled files within the source group will not be processed. Containers (folders, lists etc.) will be processed as normal with their children inserted at a pending state until child collection is re-enabled. This allows a source to be fully enumerated before any files are processed
(SharePoint only) Supply regular expression rules to support automatically assigning sources to a specific group

Deleting a group will remove all existing items from the group leaving them unassigned. You can also remove a specific source(s) from a group by selecting the source group in the grid and then selecting Remove from Group for the required source(s). Source groups can also be created and assigned as part of the source creation process.