Configuring Discovery Search with Microsoft Exchange Online

The integration of Exchange with Discovery Search requires an Azure AD connection.

To improve search performance and to enforce user permission-based access to content, we recommend adding an Exchange index. Ensure a crawl with Shinydocs™ Cognitive Toolkit 2.10 or later is run against the Exchange instance and an index is created before configuring Exchange Online with Discovery Search.

1. Open Discovery Search Admin

2. Select Application settings at the bottom of the navigation sidebar

3. Select Microsoft® Online settings

4. In the Exchange Online section, enter the URL of your Exchange online instance

5. Update Permission chunk size with the number of index items that are permission checked upon retrieval from the index

6. (optional) Under Email filtered indices, click + Add Index

7. Enter the name of an Exchange index

8. Save changes

9. Restart the Discovery Search application in IIS

Validating the integration of Exchange with Discovery Search

An index of the Exchange data must exist before Discovery Search can be used to find emails. Ensure a crawl with Shinydocs™ Cognitive Toolkit against the Exchange instance is completed before testing.

1. Open Discovery Search

2. Click the dropdown menu in the top right corner

3. Click the Reconnect option under Exchange Online

4. A Microsoft Online Login popup displays. Once you have logged in, a success popup displays.

5. Close the popup

6. Execute a search in Discovery Search for emails that are in Exchange online and that you own