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Indexing remote SharePoint documents using WebDAV

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With Symantec Data Loss Prevention version 11.x, you can index documents stored on a remote SharePoint server using WebDAV.

WebDAV (Web-based Distributed Authoring and Versioning) is a standard that provides extensions to the HTTP 1.1 protocol, allowing users to collaboratively edit and manage files on remote Web servers. Microsoft IIS deployments that host SharePoint instances can be enabled to accept WebDAV connections from Web clients.

Once you have enabled WebDAV for SharePoint, you can use the "Remote SMB Share" option available during IDM index configuration to index the remote documents. Symantec Data Loss Prevention supports remote IDM indexing using WebDAV for SharePoint 2007 and SharePoint 2010 instances.

Here are the steps to implement remote indexing of SharePoint documents using WebDev:

1. Install 'WebDAV Publishing' for IIS role:

IDM_SharePoint_01.png

2. Launch IIS Manager, select the sharpoint site --> WebDAV Authoring Rules, click 'Open Feature' under Actions list:

IDM_SharePoint_02_1.png

3. Click 'Enable WebDAV' under Actions list:

IDM_SharePoint_02_2.png

4. From the server where the Enforce Server is installed, install the Desktop Experience feature:

IDM_SharePoint_03.png

5. Enable and Start WebClient service:

IDM_SharePoint_04.png

6. Launch browser to access the SharePoint:

IDM_SharePoint_05.png

7. Locate the documents that need to index:

IDM_SharePoint_06.png

8. Select 'Library Tools' --> 'Library', click 'Open with Explorer':

IDM_SharePoint_07.png

9. Find the UNC path of the documents:

IDM_SharePoint_08.png

10. Launch browser to log into Enforce, select 'Manage' --> 'Data Profiles' --> 'Indexed Documents':

IDM_SharePoint_09.png

11. Select 'Use Remote SMB Share', input the UNC path of the shared documents, and the credential to scan the documents:

IDM_SharePoint_10.png

Then, you can create a policy to protect these shared documents on the SharePoint server.

Notes:

If you cannot connect the Enforce Server computer to the SharePoint Server computer after enabling WebDAV, make sure that you have started the WebClient service on the Enforce Server computer. You must start this service and test the WebDAV connection before you configure IDM indexing.

If you plan to re-index SharePoint documents periodically as they are updated, it may be useful to map the remote network resource to the local computer where the Enforce Server is installed.


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