SharePoint Server Collection

SearchBlox includes a crawler to index documents from on-premises SharePoint, including top-level sites and their subsites.

Creating SharePoint Server Collection

You can create a SharePoint Server Collection by following these steps:

After logging in to the Admin Console, go to the Collections tab and click "Create a New Collection" or "+" icon.
Select SharePoint Server Collection as the Collection Type.
Enter a unique name for the collection (e.g., SharePointServer).
Enable/Disable RAG for ChatBot and Hybrid RAG search.
Choose Private/Public Collection Access and Collection Encryption as needed.
Select the content language (if other than English).
Click Save to create the collection.
Once created, you will be taken to the Authentication tab.

Settings Tab

Configure settings related to SharePoint Server Authentication.

Field	Description
SharePointURL	URL of the SharePoint site. Example : http://sbdemo/sites/test
Username	Name of the user who has access to the SharePoint site
Password	Password of the user who has access to the SharePoint site
Domain	Name of the domain where the SharePoint Server is configured

Choose the settings for Generate Using LLM and Hybrid Search.

Settings	Description
Title	Generates concise and relevant titles for the indexed documents using LLM.
Description	Generates the description for indexed documents using LLM.
Topic	Generates relevant topics for indexed documents using LLM based on document's content.
Auto Relevance	Enable/Disable Hybrid Search for automatic relevance ranking

Click on Save button and Click on Test Connection.

Sites Tab

After successful authentication, you will be taken to the Sites Tab to see the list of Sites from your SharePoint account.

Configure Sites

Select the Sites to be indexed (ensure the user has access).
Shows the total Sites in the organization.
Shows the selected Sites; you can deselect them if needed.
Click Save after selecting or deselecting Sites.

Schedule and Index

SharePoint Online collection should be indexed only on the accessed Sites. You can set the start date/time and frequency for indexing. Schedule Frequency supported in SearchBlox is:

Once
Hourly
Daily
Every 48 Hours
Every 96 Hours
Weekly
Monthly

The following operation can be performed in SharePoint Online collections

Activity	Description
Enable Scheduler for Indexing	Once enabled, you can set the Start Date and Frequency
Schedule	For each collection, indexing can be scheduled based on the above options.
View all Collection Schedules	Redirects to the Schedules section, where all the Collection Schedules are listed.

Manage Documents Tab

Using Manage Documents tab, you can perform the following operations:
1. Filter
2. View content
3. View metadata
4. Refresh
5. Delete
To delete a file from your collection, enter the file path and click "Delete".
To check the status of an indexed file, click "View Metadata".

Data Fields Tab

Using the Data Fields tab, you can create custom fields for search, and you can also view the default data fields available for a non-encrypted collection. SearchBlox supports the following four types of data fields:

Keyword
Number
Date
Text

After configuring the data fields, the collection must be cleared and re-indexed for the changes to take effect.

To know more about Data Fields please refer to Data Fields Tab

Models

Embedding

Provider specifies the embedding provider used to generate vector representations of documents.
Model defines the embedding model used to convert document content into vectors for semantic search.

Reranker

Provider specifies the reranker provider used for improving search result relevance.
Model defines the reranker model used to re-score and reorder search results based on relevance.

LLM

Provider specifies the Large Language Model provider used for AI-powered features.
Model defines the LLM used for tasks such as document enrichment, summaries, and SmartFAQs.
These settings override global configurations and apply only to the current collection.