The steps in this article are applied in the Qorus Management Portal. Once connected to Qorus however, your SharePoint Online Libraries can be accessed across all the Qorus Add-ins for Office 365. You can create as many SharePoint Online Library content sources as you'd like.
Before you begin, please note that you'll need to have at least 'Contribute' permissions on any SharePoint Online libraries you connect, and you'll also need to belong to the Admin role in Qorus.
In this article, we'll explain how to:
- Create a SharePoint Online Library content source
- Pick the libraries and/or folders you'd like to make searchable
- Test your SharePoint Online Library content source (optional, but best practice!)
1. CREATE A SHAREPOINT ONLINE LIBRARY CONTENT SOURCE
First, you'll need to be logged into the Qorus Management Portal. You can access the login page by visiting the following link: https://www.qorushub.com/, or by popping over to the 'Manage' tab in any of the Qorus Add-ins, and following the link under 'Search Settings'.
Once you're in, in the left navigation menu, click on 'Content Sources' under 'Manage':
Then, click on 'Add', and then on 'SharePoint Online Library':
On the 'Configure Content Source' screen, give your SharePoint Online Library content source a name, and copy and paste the URL for the SharePoint Online site that houses the library or libraries you'd like to connect.
Next, click on 'Go' to have Qorus fetch the structure of your SharePoint Online site.
If you're familiar with search ranking models in SharePoint, and would like to specify which one Qorus should use, you can do this by clicking on 'Show Advanced Options'. If you're not sure what this is, don't worry - this step is entirely optional. To learn more about the search ranking models available in SharePoint, click here, and to learn how to tweak your search ranking models using the Ranking Model Tuning App, click here
2. PICK THE LIBRARIES AND/OR FOLDERS YOU'D LIKE TO MAKE SEARCHABLE
To choose the places you'd like to make searchable with Qorus, otherwise known as search locations, all you need to do is check the boxes next to the libraries and/or folders you'd like to include as part of your content source.
If you'd like to also define 'Save Locations', to which users can save and clip content, please click here. Otherwise, if you're done for now, go ahead and click on the 'Save' button (bottom left).
3. TEST YOUR SHAREPOINT ONLINE LIBRARY CONTENT SOURCE (OPTIONAL)
If you'd like to test your content source, and see whether you're getting the search results you'd expect, you can click on the heartbeat icon next to any of your SharePoint Online Library content sources.
In the following modal window, you can leave the search box blank (to run a blanket 'return everything' search), or enter a search term, and then click on the magnifying glass to run the search.
If you run into issues, or you're not seeing the search results you expect, you may want to check out this Help article. Alternatively, please get in touch by logging a support ticket and we'll gladly assist.