Upgrading Legacy SharePoint Locations

With release 4.14.0, Discovery Center has an updated SharePoint connector. The new connector will bring faster performance when scanning documents and better protection against SharePoint Online throttling.

The upgraded connector is generally recommended, but there are cases where that does not apply.
Do not proceed with upgrading your legacy locations without first reading our article for more information about the new connector.

Legacy State

Once Discovery Center has been upgraded from a version prior to 4.14.0, all SharePoint locations in the Network Map that were previously discovered will be displayed with black and white icons and the Connector Name in the Location Summary will display ‘SharePoint Connector (Legacy)'.

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This legacy state means that report actions can be carried out on the contents of these locations, but indexes cannot be run against them. If any indexes are scheduled against these locations they will fail to verify. If you need to continue to index these locations, you must upgrade them from the legacy state.

Upgrade Options

The only method to run indexes against these locations is to upgrade to the SharePoint connector that was introduced in Discovery Center 4.14.0. There are two options for doing this: 

  1. Delete the locations from the Network Map and re-add them using the new connector.
    OR
  2. Migrate the locations in the Discovery Center database using scripts provided below.

*Option 1 is only possible by deleting the top level location in the Network Map to remove all legacy locations in the hierarchy. This will also remove all data previously recorded during indexes for the files and containers.  If any legacy locations have been used for report actions, you must use option 2.

*Option 2 will retain all data held for containers and files in the hierarchy. In this case a top-level location in the hierarchy must be specified as the target of the upgrade.

 

Upgrade Option 1:

  1. Delete the top level location from the network map.

  2. Go to the Activity tab.

  3. Make sure the related 'delete container data' task finishes.

  4. Add the location back to the Network Map.

  5. If the Network Map shows it is still a Legacy location, you must perform Option 2 instead.

 

Upgrade Option 2:

  1. Ensure no Discovery Center activities are in progress.

  2. Back-up the Discovery Center database.

  3. Execute the SQL command below on the Discovery Center database.
    exec dp_GetValidSPv1ConnectorResourceUpgradePaths

    This will return a list of all top-level SharePoint locations in a legacy state that exist along with their status, including any that have been deleted and are no longer visible. Each of the locations returned is a candidate for the upgrade process.

    For example, the output should look similar to the below screenshot:

    mceclip0 (11)

  4.  Execute your modified version of the SQL command on the Discovery Center database:
    exec dp_UpgradeSPv1ConnectorResourcesForPath '{UpgradeLocation}'
    Where {UpgradeLocation} should be the path of the top-level location to target in the format returned in the previous step. ie. https://m365x969354-my.sharepoint.com:443/

Validation

Navigate to the Network Map. After refreshing the page, the icons will no longer be black and white and the Connector Name in the Location Summary will now be "SharePoint Connector".