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BlueXP classification

Scan SharePoint accounts

Contributors netapp-tonacki amgrissino netapp-bcammett
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Complete a few steps to start scanning files in your SharePoint Online and SharePoint On-Premise accounts with BlueXP classification.

NOTE This information is relevant only for BlueXP classification legacy versions 1.30 and earlier.

Quick start

Get started quickly by following these steps, or scroll down to the remaining sections for full details.

One Review SharePoint prerequisites

Ensure that you have qualified credentials to log into the SharePoint account, and that you have the URLs for the SharePoint sites that you want to scan.

Two Deploy the BlueXP classification instance

Deploy BlueXP classification if there isn't already an instance deployed.

Three Log into the SharePoint account

Using qualified user credentials, log into the SharePoint account that you want to access so that it is added as a new data source/working environment.

Four Add the SharePoint site URLs to scan

Add the list of SharePoint site URLs that you want to scan in the SharePoint account, and select the type of scanning. You can add up to 100 URLs at time - and up to 1,000 sites total for each account.

Review SharePoint requirements

Review the following prerequisites to make sure you are ready to activate BlueXP classification on a SharePoint account.

  • You must have the Admin user login credentials for the SharePoint account that provides read access to all SharePoint sites.

    • For SharePoint Online you can use a non-Admin account, but that user must have permission to access all the SharePoint sites that you want to scan.

  • For SharePoint On-Premise, you'll also need the URL of the SharePoint Server.

  • You will need a line-separated list of the SharePoint site URLs for all the data you want to scan.

Deploy the BlueXP classification instance

Deploy BlueXP classification if there isn't already an instance deployed.

When BlueXP classification is installed in a site without internet access, the BlueXP Connector also must be installed in that same site without internet access. Learn more.

Upgrades to BlueXP classification software is automated as long as the instance has internet connectivity.

Add a SharePoint Online account

Add the SharePoint Online account where the user files reside.

Steps

  1. From the Working Environments Configuration page, click Add Data Source > Add SharePoint Online Account.

    A screenshot of the Configuration page where you can click the Add SharePoint Online button.

  2. In the Add a SharePoint Online Account dialog, click Sign in to SharePoint.

  3. In the Microsoft page that appears, select the SharePoint account and enter the user and password (Admin user or other user with access to the SharePoint sites), then click Accept to allow BlueXP classification to read data from this account.

The SharePoint Online account is added to the list of working environments.

Add a SharePoint On-premise account

Add the SharePoint On-premise account where the user files reside.

Steps

  1. From the Working Environments Configuration page, click Add Data Source > Add SharePoint On-premise Account.

    A screenshot of the Configuration page where you can click the Add SharePoint On-premise button.

  2. In the Log into the SharePoint On-Premise Server dialog, enter the following information:

    • Admin user in the format "domain/user" or "user@domain", and admin password

    • URL of the SharePoint Server

      A screenshot showing the login information for a SharePoint On-premise account.

  3. Click Connect.

The SharePoint On-premise account is added to the list of working environments.

Add SharePoint sites to compliance scans

You can add individual SharePoint sites, or up to 1,000 SharePoint sites in the account, so that the associated files will be scanned by BlueXP classification. The steps are the same whether you are adding SharePoint Online or SharePoint On-premise sites.

Steps

  1. From the Configuration page, click the Configuration button for the SharePoint account.

    A screenshot of the Scan Configuration page where you can select the Configuration button.

  2. If this is the first time adding sites for this SharePoint account, click Add your first SharePoint site.

    A screenshot showing the Add your first SharePoint sites button to add initial sites to be scanned.

    If you are adding additional users from a SharePoint account, click Add SharePoint Sites.

    A screenshot showing the Add SharePoint sites button to add more sites to an account.

  3. Add the URLs for the sites whose files you want to scan - one URL per line (up to 100 maximum per session) - and click Add Sites.

    A screenshot of the Add SharePoint Sites page where you can add sites to be scanned.

    A confirmation dialog displays the number of sites that were added.

    If the dialog lists any sites that could not be added, capture this information so that you can resolve the issue. In some cases you can re-add the site with a corrected URL.

  4. If you need to add more than 100 sites for this account, just click Add SharePoint Sites again until you have added all your sites for this account (up to 1,000 sites total for each account).

  5. Enable mapping-only scans, or mapping and classification scans, on the files in the SharePoint sites.

    To: Do this:

    Enable mapping-only scans on files

    Click Map

    Enable full scans on files

    Click Map & Classify

    Disable scanning on files

    Click Off
Result

BlueXP classification starts scanning the files in the SharePoint sites you added, and the results are displayed in the Dashboard and in other locations.

Remove a SharePoint site from compliance scans

If you remove a SharePoint site in the future, or decide not to scan files in a SharePoint site, you can remove individual SharePoint sites from having their files scanned at any time. Just click Remove SharePoint Site from the Configuration page.

A screenshot showing how to remove a single SharePoint site from having their files scanned.

Note that you can delete the entire SharePoint account from BlueXP classification if you no longer want to scan any user data from the SharePoint account.