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SharePoint 2010 Search : Setting Up the Crawler - Crawling Exchange Public Folders & Crawling Line-of-Business Data

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9/6/2011 3:08:29 PM

1. Crawling Exchange Public Folders

SharePoint 2010 can also crawl Exchange public folders. Like file shares, public folders have enjoyed a certain level of popularity for storing shared documents. Exchange has the handy capability of sharing e-mail messages and documents by placing them in shared public folders. Since many information workers are actively using Outlook, having shared documents and e-mail in Exchange can be very useful. Of course, SharePoint is the next-generation solution, and there are many advantages to moving this content directly into SharePoint. However, if moving them is not desirable, indexing that content and making it available in SharePoint's search is possible.

Setting up the crawler to crawl public folders is similar to the previous content sources, except you will need to be aware of what user rights the crawler account has. If it does not have read access to the public folders that need indexing, a crawl rule will need to be added that defines this user.

Follow these steps to add Exchange public folders as a content source (see Figure 1):

  1. In the Search Service Application page in the Central Administration, select Content Sources and New Content Source.

  2. Fill out the fields with the appropriate information, and select Exchange public folders as the content source.

  3. Set the Exchange server and the path to the public folders to be indexed in the Start Addresses field. Internal sites can use the NetBIOS name in place of the fully qualified domain name (FQDN). If Exchange Web Access is running under Secure Socket Layers, be sure to use the HTTPS protocol in the path. If the server is Exchange 2007 SP2 or later versions, the path to the public folder can be identified by accessing the public folders via Exchange Web Access and copying the path in the address bar from the browser.

  4. Fill out the other fields with appropriate choices (index subfolders, schedule crawl, etc.).

  5. Ensure the crawl user has read access to the public folders or create a new crawl rule that has the credentials of a user that does have access. See the following section on crawl rules for more guidance.

Once again, the crawler will communicate with the Exchange server in a different way than other content sources. For this reason, it is important to make sure that the content source is correctly defined.

Figure 1. Adding Exchange public folders as a content source

2. Crawling Line-of-Business Data

Line-of-business (LOB) systems are those systems in an organization that perform tasks critical to the operation for the business. Although this definition is relatively broad, generally, systems such as enterprise resource planning (ERP), accounting, and customer relations management (CRM) systems are included in this definition. For many organizations, SharePoint is quickly becoming an integral part of these systems. Since SharePoint is a relatively new and lightweight tool for many organizations, bringing data from larger, older, or more core business systems can be important.

The ability to crawl line-of-business data from other IT systems is one of the features that makes SharePoint a true enterprise search tool. This ability is made possible by the powerful Business Connectivity Services . If it is the intention to include line-of-business data in SharePoint and utilize a Business Data Connectivity service, there should be a content source defined for that data. Here are the steps to add a Business Connectivity Services content source.

  1. Navigate to the Search service application and select Content Sources on the left-hand menu.

  2. Give the content source a name and choose Line-of-Business Data as a Content Source Type.

  3. Select the appropriate Business Data Connectivity service if there is more than one. Selected external sources or all external sources can also be chosen. This may be necessary if there are several external sources defined in the service but all are not interesting to crawl.

  4. Set a crawl schedule and a priority.

The crawler is now ready to crawl and index the Business Data Connectivity service (Figure 2).

Figure 2. Setting up a Business Connectivity Services content source
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