Configure SharePoint Connector

To configure SharePoint Connector, follow these steps:

  1. Make sure that the OMNI Group Server and SharePoint Connector components were included when Smart Analytics was installed.

    Note You can install OMNI Group Server and SharePoint connector either along with other components by using the All in One install template, or install them separately by using the Customize install template through advanced installation. For more details, see Advanced Installation in Install Smart Analytics

  2. Go to <Smart Analytics Installation>/SharepointRemoteConnector, locate the SharepointRemoteConnector.cfg file, and then configure the [FetchTasks] and [MyTask] sections as needed.

    Sample code:

    [FetchTasks]
    Number=1
    0=MyTask
     
    [Default]
     
    [MyTask]
    SharepointOnline=false
    SharepointUrlType=SiteCollection
    SharepointUrl=http://<SharePoint URL>/
    Username=<username>
    Password=<password>
     
    IndexSites=true
    IndexLists=true
    IndexFolders=true
    IndexAttachments=true
    IndexUserProfiles=false
    MappedSecurity=true
    EncryptACLEntries=true
    //Domain=DOMAIN
    IncludeProviderNameInACLs=true
    GroupServerDebugOutputFile=SynchronizeGroupsDEBUG.log
    ScheduleCycles=-1
    UseEmailAsGroupName=true

    Sample screenshot:

  3. Restart your Smart Analytics SharePoint Connector service.
  4. If you want to use OMNI Group Server, continue the following steps:

    1. Go to <Smart Analytics installation>/OmniGroupServer, locate the OmniGroupServer.cfg file, and then configure the [LDAP] and [Sharepoint] sections as needed

      Sample code:

      [LDAP]
      ActiveDirectory=True
      GroupServerLibrary=ogs_ldap.dll
      //GroupServerCycles=1
      LDAPServer=abc.asciapacific.example.net
      LDAPPort=389
      LDAPUserBase=OU=CN,OU=Users,OU=Accounts,DC=asicapacific,DC=example,DC=net
      LDAPGroupBase=CN=PDL@example.com, OU=Managed Groups,OU=Accounts,DC=asicapacific,DC=example,DC=net
      //UserFilter=(objectClass=<objectClass>)
      //GroupFilter=(objectClass=<objectClass>)
      LDAPUsername=user@example.com
      LDAPPassword=<password>
      
      ExtractDomainFromDN=true
      LDAPMode=Group
      PageSize=10000
      KeyUserName=sAMAccountName
      LDAPEnableReverseLookup=true
      [SharePoint]
      GroupServerJobType=Connector
      ConnectorHost=<ConnectorHost>
      ConnectorPort=36000
      ConnectorTask=MyTask

      Sample screenshots:

      Note Make sure that the value of ConnectorTask is consistent with <TaskName> in the [FetchTasks] section of the SharepointRemoteConnector.cfg file.

    2. Go to <Smart Analytics installation>/IDOL, locate the IDOLServer.cfg file, uncomment GroupServerHost and GroupServerPort, and then specify OMNI Group Server Host and Port as needed.

      Sample code:

      [SharePoint]
      //Authentication
      Library=C:\Program Files (x86)\Micro Focus\Service Manager 9.xx\SmartAnalytics/modules/user_ldapsecurity
      V4=TRUE
      EnableLogging=TRUE
      DocumentSecurity=true
      CaseSensitiveUserNames=False
      CaseSensitiveGroupNames=False
      SecurityFieldCSVs=username,group
      DocumentSecurityType=SharePoint
      GroupServerHost=<GroupServerHost>
      GroupServerPort=5057
      GroupServerRepository=Combine
      //SyncRolesFromGroups=true
      EnableLogging=TRUE
      EscapedEntries=true

      Sample screenshot:

    3. Restart the Smart Analytics Server and the OMNI Group Server services.
  5. Log on to Service Manager, and then click System Administration > Ongoing Maintenance > Smart Analytics > Smart Search. The Smart Search configuration page appears.
  6. Click the Connector Configuration link to open the connector configuration page.
  7. From the CFS Server tab, a list of all CFS server URLs is provided. You can click the Refresh Status button to refresh the URL list. Connectors need CFS servers to transfer data, so after you add a new connector, the corresponding CFS server information is added to this list.

    Note If there two or more connectors that are installed on the same machine and share one CFS server, there is no new URLs added to the list.

  8. Go to the SharePoint Connector tab, perform the following actions:

    • Add a SharePoint connector: Type a configured SharePoint connector URL here, for example: http://192.168.255.255:36000/. You can click Test connection to test the URL connection status, and then click Add to add this URL to the current list.

      Sample screenshot:

      Note  

      • The “/” at the end of the URL is mandatory.
      • Make sure the status for SharePoint is online.
      • To get the URL information for the SharePoint connector you have configured, check the following configuration file:

        <Smart Analytics Installation>/SharepointRemoteConnector/SharepointRemoteConnector.cfg

    • sAMAccountName Field: Choose the field type from the drop-down list. This field is the mapping field of SharePoint and SM users.

        If SharePoint on premise is used, configure this field to the domain account field of the SM operator table.

        If SharePoint Online is used only, there is no need to set this field as operator email field is used for user mapping.

        Sample screenshot:

    • Delete: Select a SharePoint connector URL and then click this button to delete it from the list.
    • Refresh Status: Click to refresh the status of the URL list.
  9. From the OMNI Group Server tab, a Repository list of all OMNI group servers is provided. OMNI Group Server provides the LDAP configuration information which may be required for SharePoint login. You can also check the target task of a repository and its working status. You can click the Refresh Status button to refresh the URL list.
  10. (For Security SharePoint), go to <Smart Analytics installation>/OmniGroupServer, locate the OmniGroupServer.cfg file, and specify FiledName0 to the option you selected for the sAMAccountName Field.

    Sample code:

    ExtractDomainFromDN=true
    LDAPMode=Group
    PageSize=10000
    KeyUserName=sAMAccountName
    LDAPEnableReserveLookup=true
    
    KeyGroupName=mail
    KeyMember=member
    LDAPDebugLogging=TRUE
    FieldKey0=sAMAccountName
    FieldName0=Email
    FieldKey1=mail
    FieldName1=mail
    FieldKey2=cn
    FieldName2=cn
    GroupServerMaxDatastoreQueue=100000
    //remove domain prefix for groups
    GroupServerOp0=StartAfter
    GroupServerOpParam0=0;\
    GroupServerOpApplyTo0=GROUP
    //Just to avoid unnecessary queries for members that don't exist.
    //This might not have any effect if the group members are properly managed.
    DisableUserFromDNSearch=TRUE
    DisableGroupFromDNSearch=TRUE

    Sample screenshot:

  11. Restart the Smart Analytics OMNI Group Server service.

  12. Do the following to add a splib library for the sharepoint connector:

    1. go to Smart Search Configuration page.
    2. Specify Knowledgebase Name,
    3. Select splib for Type
    4. Click Add. The Knowledgebase Maintenance page opens.

  13. Specify Connector and Task, and then select the Do not use OmniGroupServer for access count check box.

  14. Click Save.
  15. Click Full Reindex and Refresh Status.
  16. You can perform the search when the status changes to Indexing and Doc Count for this library is greater than 1.

    Note Log off and then log back on to your Service Manager if you can not find library in your Smart Search library list.