Review Organization Settings and Limits

The Administration Console organization Settings panel shows information regarding your current Coveo organization (see Administration Console Header). Some are only available for review while other can be edited by organization members who have the required privileges.

Accessing and Navigating the “Settings” Panel

  1. In the Settings panel, select the desired tab to access the corresponding settings. Your options are:

  2. On the left-hand side of the panel, select the desired subtab to access the corresponding settings. Your options vary depending on the selected tab.

Content Tab

Content Licensing Limits

In the Content tab, in the Limits subtab, you can review the content licensing limits set in the selected organization license. You can also review your usage of certain features.

Content limits pertain to the indexing allowances of a Coveo organization.

The following table describes the reviewable content limits:

Limit Default value1 Definition
Sources 25 Number of sources that members of your Coveo organization can create (see Manage Sources).
Mappings per source 2,500

Number of mappings that members of your Coveo organization can apply to each source (see Manage Source Mappings).

Fields 5,000

Number of fields that your Coveo organization can contain (see Manage Fields).

Extensions 10 Number of extensions that members of your Coveo organization can create (see Manage Extensions).
Extensions per source 20

Number of extensions that members of your Coveo organization can apply to a source (see Apply an Extension to a Source).

A given extension can be applied in pre and post-conversion. Therefore, it would count as two extensions in the sources where this happens.

Security identity providers 15

Number of security identity providers that can be added to a Coveo organization (see Manage Security Identities and Security Identity Provider).

Push API total request size (MB) 6 Size of a Push API request (see Add or Edit a Push Source and Push API Limits).
Push API calls per day 300,000 Number of Push API calls your Coveo organization can make per day (see Add or Edit a Push Source).
Items processed daily by the Push API 25% of the total number of items allowed in your index Number of items that the Push API handles per day (see Add or Edit a Push Source and Coveo Cloud Indexing Pipeline).
Security identity relationships processed daily by the Push API 6,000,000 Number of security identity relationships that the Push API handles per day (see Security Identity Limits).

Note 1: Limit values for a Coveo Cloud Standard license. This limit can be increased if we believe that it’s for reasonable usage.

Connectors Allowed by Your License

In the Content tab, in the Sources subtab, you can review the connectors allowed by your organization license (see Connectivity Directory).

When a connector you need isn’t available, contact Coveo Sales to upgrade your license.

Search Tab

Search Licensing Limits

In the Search tab, in the Limits subtab, you can review the query per second and query pipeline limits set in the selected organization license.

Search entitlement metrics (normal queries per month, agent users, etc.) reviewable from the Consumption Dashboard are described in a separate article (see Using the Consumption Dashboard).

Search limits pertain to the query and query pipeline allowances of a Coveo organization.

The following table describes the search limits which are reviewable from the Limit subtab:

Limit Default value1 Definition
Pipelines 50 Number of query pipelines that members of your Coveo organization can create (see Manage Query Pipelines).
Pipeline conditions 10,000 Number of query pipeline conditions that members of your Coveo organization can create (see Manage Query Pipeline Conditions).
Pipeline statements 50,000 Number of query pipeline language rules that members of your Coveo organization can create (see Coding Query Pipeline Language Rules).
Query per second per user 15 Number of times a single user can send a query to Coveo Cloud per second (see Manage Query Pipeline Rules and Rule Conditions From Tabs and Can I Conduct a Performance Test on Coveo?).
Query per second per organization2 25 Number of queries per second that members of your Coveo organization can make per second (see Can I Conduct a Performance Test on Coveo?).

Note 1: Limit values for a Coveo Cloud Standard license. This limit can be increased if we believe that it’s for reasonable usage.

Note 2: The above limits are markers to prevent unwanted faulty traffic sources. Coveo Cloud will keep answering queries even if the number of queries per seconds is over the limit. The organization owner will be contacted by Coveo Support or a Coveo Customer Success Manager to investigate the source of the traffic. If the traffic isn’t caused by faulty code or external attack, the limit will be increased according to your needs.

If you’re using Coveo for Salesforce, limit values depend on the edition you use (see Coveo for Salesforce Edition Comparison).

Search Consumption Dashboard

In the Search tab, in the Consumption Dashboard subtab, you can monitor how the selected organization is using search resources on a monthly basis (see Using the Search Consumption Dashboard).

Analytics Tab

Analytics Licensing Limits

In the Analytics tab, in the Limits subtab, you can review the usage analytics licensing limits set in the selected organization license (see Usage Analytics Limits).

Usage analytics limits pertain to the usage analytics reporting and exporting allowances of a Coveo organization.

The following table describes the reviewable usage analytics limits:

Limit Default value1 Definition
Exports 25 Number of usage analytics data exports that members of your Coveo organization can create (see Manage Data Exports).
Export schedules 25 Number of data export schedules that members of your Coveo organization can create (see Manage Data Exports).
Custom dimensions 25 Number of user-defined dimensions that members of your Coveo organization can create (see Usage Analytics Dimensions and Add Dimension and Metric Filters in Usage Analytics Cards).
Reports 500 Number of usage analytics reports that members of your Coveo organization can create (see Usage Analytics Reports and Manage Usage Analytics Reports).
Named filters 400 Number of named filters that members of your Coveo organization can create (see Manage Named Filters).
Permission filters 100 Number of permission filters that members of your Coveo organization can create (see Manage Permission Filters).
Daily events 10,000,000 Number of usage analytics events that can be pushed to your Coveo organization per day.
Monthly events 300,000,000 Number of usage analytics events that can be pushed to your Coveo organization per month.
Queries per hour 3,000 Maximum number of queries that can be sent to the usage analytics database from your Coveo organization. Loading reports and cards triggers those queries.
Retention period P3Y (3 years) Number of months or years of usage analytics data that members of your Coveo organization can visualize.

Note 1: Limit values for a Coveo Cloud Standard license. This limit can be increased if we believe that it’s for reasonable usage.

Internal Event Filters

In the Analytics tab, in the Internal Events subtab, you can provide Coveo with your NAT or public IP addresses. Events associated with these addresses are then flagged as internal, i.e., triggered by your personnel.

  1. In the Address input, enter a public IPv4 or IPv6 address or a range of addresses in the Classless Inter-Domain Routing (CIDR) notation (see CIDR notation), and then click Add IP.

    The range of public IP addresses for your enterprise is from 24.19.1.0 to 24.19.1.255. In the Address input, you enter:

    24.19.1.0/24

  2. Repeat to enter other IP addresses or ranges.

  3. Click Save.

    If you don’t click Save before clicking another main menu item or another organization settings tab, all your modifications will be lost.

Once you saved your internal addresses, you can create and apply a named filter on the Is Internal dimension (Is Internal Is not true) to remove your internal events from usage analytics reports (see Is Internal, Create Named Filters, and Add Named Filters to Reports).

You can also create and apply the following named filter to only report on external events: Is Internal Is false.

Events that were logged before you defined the IP addresses aren’t modified. Only subsequent events are flagged as internal.

Dimension Value Filters

In the Analytics tab, in the Strict Validation subtab, you can validate analytics data using out-of-the-box rules.

Validation rules prevent malicious users from sending probing data to the Usage Analytics service by filtering out suspect dimension values. Suspect values can also be due to an invalid implementation or penetration/load tests.

Validation rules target the following dimension values (see Usage Analytics Dimensions):

  • Origin Level 1

  • Origin Level 2

  • Language

  • User ID

  • User Name

  • Visitor ID

  • Query Pipeline

  • Event Cause

  • Source Name

  • System URI Hash

  • Event Type

  • Event Value

To validate analytics data

  1. Click Expand to expand a rule and reveal invalid values in your analytics data.

    Invalid values logged during the current day aren’t listed.

    If invalid values have been logged in the last 30 days, a table shows these Filtered values and the number of times they were logged (Number of Hits).

  2. When there are such invalid values, we recommend that you enable the strict validation by clicking Apply.

    Validation rules reject events that don’t meet the defined criteria.

    Only values logged after the validation is enabled are filtered out. Rejected values are excluded from reports, exports, and the Visit Browser (see Review User Visits With the Visit Browser).

    • Invalid values are visible when expanding rule rows until the last invalid logged value is 31 days old.

    • Once the validation is applied, invalidated values are no longer shown when expanding rule rows.

Organization Tab

Organization Licensing Limits

In the Organization tab, in the Limits subtab, you can review the organization licensing limits set for the selected organization. You can also review your usage of certain features.

Organization limits pertain to the authentication and notification allowances of a Coveo organization.

The following table describes the reviewable organization limits:

Limit Default value1 Definition
Daily email notifications 2,000

Daily number of email notifications your organization contact can receive (see Organization ID and Other Information).

Subscriptions 100

Number of members that your Coveo organization can include (see Manage Members).

A user can subscribe with several identities to Coveo Cloud, and each identity is considered as a member (see Subscriptions per user limit).

Subscriptions per user 5

Number of identities with which members of your Coveo organization can subscribe (see Manage Members).

API keys 250

Number of API keys that members of your Coveo organization can create (see Manage API Keys).

Groups 25

Number of user groups that members of your Coveo organization can create (see Manage Groups).

Note 1: Limit values for a Coveo Cloud Standard license. This limit can be increased if we believe that it’s for reasonable usage.

Organization ID and Other Information

  1. In the Organization tab, in the menu on the left-side, select the Information subtab.

  2. In the Information subtab, review the information relative to your organization:

    • The Organization name is the name that’s displayed in Coveo to identify your organization. For example, the name of your organization appears in the organization menu at the top of the Coveo Administration Console. You can edit this name, and then click outside the box or press Enter to save. The change is effective immediately.

    • The Organization ID (organizationId in the code) is the original Organization name with all spaces and special characters removed and all uppercase characters converted to lowercase.

      When your original organization name is Company - Search, the organizationId is: companysearch.

      An administrator or a developer may need to know the organizationId value when configuring or customizing a component interacting with your Coveo organization, such as a search interface. However, you can’t edit the organization ID.

    • The Organization creation date is the date on which the organization was created. Knowing the creation date is useful to learn whether features that were released on specific dates are available in your organization.

    • The Contact email is the email address of the organization contact person. By default, the contact is the member who created the organization. They receive important emails from Coveo Support such as a notification when the organization license is about to expire. You can change the organization contact’s email address, clicking outside the box or pressing Enter to save. The change is effective immediately.

Coveo Professional Services Support

  1. On the Organization tab, in the menu on the left-side, click the Information subtab.

  2. In the Information subtab, select the Allow access to Coveo Professional Services check box to enable Coveo Professional Services support. When you select or deselect it, the change is effective immediately.

Delete Your Organization

  1. In the Organization tab, in the menu on the left-side, select the Information subtab.

  2. In the Information subtab, under Organization deletion, click Delete Organization to delete your organization permanently when you no longer need it.

  3. In the Delete an Organization confirmation dialog, click Delete Organization to confirm.

    Deleting an organization permanently deletes all sources (and their content), query pipelines, and usage analytics data, among other things.

    You originally created your organization for testing purposes, and since the test is now finished, you decide to delete the organization.

License Information

In the Organization tab, in the License subtab, you can review your Coveo organization license information. This information can’t be edited. Contact Coveo Sales to upgrade your license or subscribe to another Coveo product.

  • The License type is the type of Coveo license you have.

  • The Account ID, Account name, and Department identify you as a Coveo customer.

  • The License expiration date is the date before which your license must be renewed if you want to keep using your organization.

    Coveo Support won’t notify the contact person, the owner, and the administrators of the organization by sending emails 10 days, 5 days, and 1 day prior to the license expiration date. Those email notifications specify the Organization name and Organization ID, and includes a Renew license button. Organizations are deleted 7 days after the expiration date of their license. However, all organizations are backed up, meaning that the Coveo Support team could recreate the same organization with the same configuration, even for a trial organization (see About Coveo Cloud Organization Backups).

  • The Product name, Product type, Product edition, Index backup type, and Index type indicate to which Coveo product you subscribed, and, if applicable, the product edition and index type (see About Non-Production Coveo Organizations).

Single Sign-On

If you want to configure a Security Assertion Markup Language (SAML) single sign-on feature for your Coveo organization, in the Organization tab, in the Single Sign-On subtab, you can configure Coveo Cloud so that it works together with your desired identity provider (see Coveo Cloud SAML SSO).

You must first configure your identity provider to obtain the data to enter under Single Sign-On (see Coveo Cloud SAML SSO).

Required Privileges

The following table indicates the privileges required to view or edit elements of the Settings panel and associated panels (see Manage Privileges and Privilege Reference).

Action Service - Domain Required access level
View settings Organization - Organization View
Edit settings Organization - Organization Edit
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