Collecting from Microsoft SharePoint sites

Configure a SharePoint collector to collect documents from SharePoint sites. A SharePoint collector can process multiple collection sources at a specified interval.

To configure a SharePoint collector:

1. Open the Configuration Manager and click Task Routes.
2. Create or select the task route to which you want to add the collector.
3. In the Toolbox, click SharePoint > SP Collector and add it to the task route diagram.
   Each SharePoint task route template already includes a collector.
4. On the General page in the configuration pane, define general settings.
   1. Specify a name and a description for the collector.
   2. If you do not want to use the collector right away, deselect Active.
   3. To collect only documents that have been previously collected, select Collect only previously migrated items.
   4. To process custom metadata, select Add user-defined metadata to output and select a collection of metadata that you previously defined in Metadata and Lists > User Defined Metadata.
      After you select a collection of metadata, you have the option to retain the list item IDs from Lookup, Person or Group columns.
   5. Optional: To retain the list item IDs in values from Lookup, Person or Group columns, select the Retain IDs in values checkbox. You can specify the delimiters for IDs in values and multiple values.
      Important: Avoid using characters that are commonly found in your values as delimiters.
5. On the Schedule page, set a collector schedule by specifying when and how often the collector checks the monitored libraries for documents to collect.
6. On the Collection Sources page, configure one or more collection sources.
7. Save your settings.