Add/Edit Push Source - Panel

You may want to make searchable some content of a type for which a specific source type is not yet available. In such a case, when you have the required privileges, you can take advantage of the Coveo Push API to add and update this content into a Push type source (see Push API).

You have valuable content in an on-premises content management system (CMS) developed in-house. One of your developers can create a crawler to get this content and push it to your Coveo Cloud organization.

Before you can push content to Coveo Cloud, you must create a Push type source to which the content will be sent.

Add or Edit a Push Source

  1. If not already in the Add/Edit a Push Source panel, go to the panel:

    • To add a source, in the main menu, under Content, select Sources > Add Source button > Push.

      OR

    • To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.

  2. In the Configuration tab, enter appropriate values for available parameters:

    • Source name

      A descriptive name for the content of your source under 255 characters (not already in use for another source in this organization).

      In-house CRM

      A developer coding a crawler to push content in this source will need this name to get the corresponding sourceId.

    • Push API URL

      Available only when you edit the source, the input contains the URL you must use to add and update an item in your source (see Managing Items and Permissions in a Push Source). The URL has the following form:

      https://push.cloud.coveo.com/v1/organizations/<organizationID>/sources/<sourceID>/documents

      The URL that you can Copy to clipboard contains your organization ID and source ID which are required parameters for all operations regarding your Push source (see Push API to test API calls).

    • Security

      Select who can see items from this source in a search interface that includes this source in its scope (see Source Permission Types):

      • Shared: Everyone

      • Private: Only you, when you are authenticated to the search interface with the identity with which you created the source.

      • Secured: Only users authenticated in the search interface will see the source items for which they have read permission.

        In this case, your crawler process must push item permissions along with the content (see Managing Security Identities in a Security Identity Provider).

    • API key

      Available only when you create the source, it is recommended to select the Create an API key check box to easily get an API key with appropriate privileges to authorize a process to send information to the source.

  3. In the Configuration Access tab, determine whether each group and API key can view or edit the source configuration. In the Access Level column, select View or Edit for each available group. On the left-hand side of the tab, if available, click Groups or API Keys to switch lists.

    You can select an access level for the groups you are allowed to edit only (see Privileges and Groups Privilege). Groups that you are not allowed to edit are grayed out.

    If you remove the Edit access level from all the groups of which you are a member, you will not be able to edit the source again after saving. Only administrators and members of other groups that have Edit access on this resource will be able to do so. To keep your ability to edit this resource, you must grant the Edit access level to at least one of your groups.

  4. Optionally, consider editing or adding mappings (see Edit the Mappings of a Source: [SourceName]).

    You can only manage mapping rules once you build the source (see Add/Edit a Source - Panel).

  5. Click Add Source/Save when you want to save your source configuration.

  6. If you selected the Create an API key check box:

    1. In the Your Key dialog box that appears, click Copy to copy the API key value to the clipboard, and click OK.

      The Your Key dialog box appears only once and is the only place where you can see and copy the key value.

      If you fail to copy (or lose) the key value, the workaround is to manually create a new API key by selecting only the View and Edit check boxes for the Sources privileges of the Content service (see Add an API Key). In this case, you should also disable or delete the original unused API key (see Disable/Enable an API Key or Delete an API Key).

      An API key is an alphanumeric string that looks like the following:

      xx7fdcf07a-85af-446f-8992-6cd2d5ecc53c

      The key appears in the administration console API Access page and its name is your source name followed by API key.

    2. Paste the API key value with the source name to a safe location of your choice so you can later securely communicate this information to the person who manages the crawling process.

  7. Click Add Source/Save when you want to add/save your Push source configuration.