Manage result sources

Result sources limit searches to certain content or to a subset of search results. You can also use result sources to send queries to external providers such as Bing.

A SharePoint Online administrator can manage result sources for all site collections and sites in that instance of SharePoint Online (tenant). A site collection administrator or a site owner can manage result sources for a site collection or a site, respectively.

You can create your own result sources, or use the predefined result sources. After you create a result source, you configure Search Web Parts and query-rule actions to use it.

What do you want to do?

Create a new result source

Set a result source as default

Create a new result source

  1. Go to the Manage Result Sources page for the tenant, for a site collection, or a site:

    For the tenant:

    1. Sign in to the Office 365 Admin Center.

    2. Choose Admin > SharePoint. You're now in the SharePoint admin center.

    3. Click search, and then on the search administration page, click Manage Result Sources.

    For a site collection:

    In your site collection, go to Settings, click Site settings and then under Site Collection Administration, click Search Result Sources.

    For a site:

    On your site, go to Settings, click Site settings, and then under Search, click Result Sources.

  2. On the Manage Result Sources page, click New Result Source.

  3. In the General Information section, type a name and a description for the new result source.

  4. In the Protocol section, choose the protocol you want to use to retrieve search results:

    Choose this protocol

    To retrieve search results from

    Local SharePoint

    The search index of this tenant (Search Service).

    Remote SharePoint

    The index of a search service in a different farm (external source).

    In the Remote Service URL box, type the address of the root site collection of the remote SharePoint farm.

    OpenSearch 1.0/1.1

    A search engine that uses the OpenSearch 1.0/1.1 protocol.

    Exchange

    Microsoft Exchange Server.

    Click Use AutoDiscover to have the search system find an Exchange Server endpoint automatically, or type the URL of the Exchange web service to retrieve results from — for example, https://contoso.com/ews/exchange.asmx.

    Note:  The Exchange Web Services Managed API must be installed on the computer where the search service is running.

  5. If you choose Local SharePoint or Remote SharePoint for protocol, choose a Type:

    • SharePoint Search Results to search the whole index.

    • People Search Results to search in people profiles and enable query processing that is specific to people search, such as phonetic name matching or nickname matching.

  6. In the Query Transform section, you can change incoming queries to use a new query text instead. Choose one of these options:

    1. Leave the default query transform (searchTerms) as is. The query will be unchanged since the previous transform.

    2. Type a different query transform in the box. See Learn more about query transforms.

    3. Click Launch Query Builder to build your own query:

      1. On the BASICS tab:

        Choose this option

        To do this

        Keyword filter

        Use keyword filters to add predefined query variables to the query transform. Select query variables from the list, and add them to the query by clicking Add keyword filter.

        Property filter

        Use property filters to query the content of managed properties that are set to queryable in the search schema.

        Select managed properties from the Property filter list. Click Add property filter to add the filter to the query.

        Note: Custom managed properties are not shown in the Property filter list. To add a custom managed property to your query, in the Query text box, enter the name of your custom managed property followed by the query condition, for example MyCustomColorProperty:Green

      2. On the SORTING tab:

        Choose this option

        To do this

        Sort results

        Define sorting for results. The Sort by list contains managed properties that are set as sortable in the search schema.

        1. Select a property to sort by, and then select Descending or Ascending. To sort by relevance, select Rank.

        2. Click Add sort level if you want to specify more levels of sorting.

        Ranking model

        If you selected Rank from the Sort by list, choose the ranking model to use for sorting.

        Dynamic ordering

        Click Add dynamic ordering rule to specify additional ranking by adding rules that change the order of results within the result block when certain conditions are met. You can add conditions by choosing from the lists that appears.

      3. On the TEST tab:

        Choose this option

        To do this

        Query text

        See the final query text, which is based on the original query template, the applicable query rules, and the variable values.

        Show more

        Click the link to show more options.

        Query template

        See the query as it is defined in the BASICS tab or in the text box in the Query transform section on the Add Result Source page.

        Query template variables

        Test the query template by specifying values for the query variables. Click Test query to see the results.

      4. Click OK when you are done to return to the Add Result Source page.

  7. In the Credentials Information section, choose an authentication type for users to connect to the result source.

  8. Click Save.

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Set a result source as default

The default result source is Local SharePoint Results, but you can choose to set a different one as the default. By doing this, it will be easier to edit the query in Search Web Parts. For example, when you add a Content Search Web Part to a page, the Web Part automatically uses the default result source.

  1. Go to the Manage Result Sources page for the tenant, for a site collection, or a site:

    For the tenant:

    1. Sign in to the Office 365 Admin Center.

    2. Choose Admin > SharePoint. You're now in the SharePoint admin center.

    3. Click search, and then on the search administration page, click Manage Result Sources.

    For a site collection:

    In your site collection, go to Settings, click Site settings and then under Site Collection Administration, click Search Result Sources.

    For a site:

    On your site, go to Settings, click Site settings, and then under Search, click Result Sources.

  2. On the Manage Result Sources page, point to the result source that you want to set as the default, click the arrow that appears, and then click Set as Default.

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