Help > Indexes > Indexing Rules > DMS Rules > SharePoint

SharePoint

Perceptive Enterprise Search supports indexing of your SharePoint server, you can either create a new index or add a DMS indexing rule to an existing index.

Requirements

SharePoint Server

Enter the URL to the SharePoint server.

Support SharePoint versions are:

You will get an error if you point it at a server that does not have SharePoint installed and running.

Click Next.

SharePoint Folders

Select the folders that you wish to index.

You will be shown a folder hierarchy as it appears on the SharePoint server.  Each folder can have different rules applied. To set a folder, click the arrow at the left of the folder icon. The rule may be one of the following:

  • Inherited (Default Options)
  • Include all documents in and under
  • Include all documents in but not under
  • Include all documents under but not in
  • Exclude all documents in and under
  • Exclude all documents in but not under
  • Exclude all documents under but not it

The tree will show a visual indication of what the Perceptive Enterprise Search will do at indexing time, whether it is included or excluded from the index.

Click Next

Confirmation

The final step is to confirm your settings, you can also opt to:

  • Index attachments
    Some SharePoint list types such as discussions and new items allow users to attach files to them. Check this option to have Perceptive Enterprise Search index the items as well as their attachments.
  • Index all versions
    The default behavior of Perceptive Enterprise Search is to index only the latest revision of each document. Check this option to have Perceptive Enterprise Search index all revisions.

Click Finish

Troubleshooting

This does not appear to be a valid SharePoint website
This error is usually accompanied by an extended error message, it usually means you have pointed to a server that does not have SharePoint, or the SharePoint service is not running.