Arctera Data Insight Administrator's Guide

SharePoint Online Account URL

Enter the URL of the SharePoint Online URL that you want Data Insight to monitor. For example, https://myaccount.sharepoint.com

Collector

Do the following:

Data Insight connects to the SharePoint server from the Collector node. It is recommended to choose the Collector worker node that is close in proximity to the SharePoint Online account server.

Indexer

Do the following:

Events and metadata that are collected from the site collections are processed and stored on the Indexer node.

Client ID

Client Secret Key

Tenant ID

The client ID is the unique application ID assigned when you create and register an app with Microsoft. You can add up to 5 client IDs.

Client Secret Key: In the SharePoint App, navigate to the Certificates & secrets page. There is a code in the Value column under the Client secret section. You need to use that code as a Client Secret Key while configuring a SharePoint account in Data Insight.

Tenant ID: This is an unique ID assigned to an organization

If you have missed copying the code, go back to the Certificates & secrets page in the SharePoint app and click + New client secret. Copy the code in the Value column and use it as a Client Secret Key in Data Insight.

You can add up to 5 client secret keys. Follow the procedure described in the following topic to get these details:

Add one client ID, Client Secret Key, authorize the app and click Add More Apps to add another set of client credentials.

Authorize access

Do the following:

Automatically discover and add site collections in this SharePoint Online account

This check box is selected by default. This option allows you to automatically include all site collections in the selected SharePoint Online account for the purpose of monitoring.

Clear the check box to add site collections manually. You can do this from the SharePoint Online account details page.

Discovery of site collections takes place as soon as you add a SharePoint Online account and then twice each day at 2:00 A.M. and 2:00 P.M.

Exclude following site collections from discovery

Enter the details of the site collections which should not be included during discovery.

This option is available when you select Automatically discover and add site collections in the added SharePoint Online Accounts. Specify comma separated patterns that you want to ignore. Patterns can have 0 or more wildcard * characters.

For example, https://onlineaccount1/sites/test* ignores site collections https://onlineaccount1/sites/testsite1 and https://onlineaccount1/sites/testsite2.

Monitor SharePoint accesses to this SharePoint Online account

By default, Microsoft SharePoint Online Event Monitoring is enabled. If disabled, select this check box to enable event monitoring on the SharePoint Online account. You must manually enable auditing in the Microsoft 365 Admin Center to enable Data Insight to collect audit logs for the SharePoint Online account.

Enable Scanning for this SharePoint Online account

Select the check box to enable SharePoint Online account scanning according to the specified schedule.

Scanning schedule (for full scans)

Select one of the following to define a scanning schedule for the SharePoint Online account:

Arctera Data Insight periodically scans site collections to obtain file metadata. Each Collector worker node by default initiates a full scan of the SharePoint device at 11:00 P.M. each night.

Scan newly added site collections immediately

Select this option to scan newly added site collections immediately instead of waiting for the regular scan schedule. Scanning will still proceed only when scanning is permitted on the Collector node.

Fetch Microsoft Labels

Check the box if you want to fetch Azure Information Protection (AIP) and Microsoft Sensitive labels for this SharePoint Online account. AIP label is a functionality that enables organizations to classify documents and emails in Microsoft 365.