SharePoint Files and Federated Search

Overview

Federated search allows users to search for synced SharePoint documents directly within the MangoApps platform, enabling quick and easy retrieval of documents by integrating SharePoint data into MangoApps' search functionality. To enable this feature, network administrators need to follow a few straightforward steps.

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Connecting SharePoint as a Data Source

Log in to MangoApps as a network admin to ensure you have the necessary admin rights to configure domain settings. Navigate to the Search configurations in the Admin Portal by following Manage Domain > Search > Data Source.

In the Data Source settings, click on the Select Data Source drop-down menu and choose SharePoint/Teams from the list of available data sources. Follow the prompts to configure the SharePoint data source, ensuring all necessary permissions and connections are established. Once the configuration is complete, the data source will appear as connected.

Service Account-Based vs. User Permission-Based Access to SharePoint and OneDrive Files

With service account-based access, only SharePoint files are searchable through top-level federated search. To include OneDrive files in the top-level search, users must set up a separate data source using user permission-based access.

Next, verify the configuration by checking the connection status in the Data Source settings. Ensure the SharePoint data source shows as connected. If there are any connection issues, review the configuration steps or consult MangoApps support for assistance.

With the federated search enabled, logged-in users can now perform searches in MangoApps that include synced SharePoint documents. Users simply need to type their search keywords into the MangoApps global search bar, and the search results will display relevant SharePoint documents alongside other MangoApps content. This integration streamlines the document retrieval process, making it easier for users to find and access the necessary files quickly and efficiently.

Files will only appear in the Federated Search if they are synced within a workspace that the user has access to. If the files are synced to a workspace that the user cannot access, they will not appear in the search results.