Add or Edit a Source
- Amazon S3 Source
- Box (Personal) Source
- Box Business V2 Source
- Box Business Legacy Source
- Confluence Cloud Source
- Confluence Self-Hosted Source
- Database Source
- Dropbox (Personal) Source
- Dropbox Business Source
- Exchange Enterprise Source
- Exchange Online (Personal) Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Gmail (Personal) Source
- Google Drive (Personal) Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Self-Hosted Source
- Jive Cloud Source
- Jive Server Source
- Lithium Source
- Microsoft Dynamics 365 Source
- OneDrive for Business Source
- OTCS Source
- Push Source
- RSS Source
- Salesforce Source
- ServiceNow Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
Add or Edit a YouTube Source
The YouTube source does not completely support refreshes. A source rescan or rebuild is required to take account of the following content changes:
Changes on videos
Statistics on videos (e.g., view counts, likes, …) updates
Playlist and playlist item updates
You should thus configure the source schedule to start a rescan at least once a day (see Edit a Source Schedule).
Source Features Summary
|YouTube version||Data API (v3)|
|Searchable content types||Metadata on videos, channel playlists, and playlist items.|
Rescan or rebuild needed to retrieve:
|Content security options||Secured|
Add or Edit a YouTube Source
If not already in the Add/Edit a YouTube Source panel, go to the panel:
To add a source, in the main menu, under Content, select Sources > Add source button > YouTube.
To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.
In the Configuration tab, enter appropriate values for the available parameters:
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
User, channel, or playlist URL
The website address of one or more YouTube user or brand channels, or playlists.
Select the check box when you want YouTube channel playlists and playlist items to be included.
This option is not used when you specify a playlist URL in the User, Channel, or Playlist URL parameter.
Character optical recognition (OCR)
Check this box if you want Coveo Cloud to extract text from image files and/or PDF files containing images (see Enable Optical Character Recognition). OCR-extracted text is processed as item data, meaning that it is fully searchable and will appear in the item Quick View (see Search Result Quick View).
When adding a source, if you have more than one logical (non-Elasticsearch) index in your organization, select the index in which the retrieved content will be stored (see Leverage Multiple Coveo Indexes). If your organization only has one index, this drop-down menu is not visible and you have no decision to make.
Select by who the YouTube content is searchable (see Content Security):
Shared - everyone
Private - only you, the creator of the source.
- In the Access tab, determine whether each group and API key can view or edit the source configuration (see Understanding Resource Access):
- 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.
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.
Optionally, consider editing or adding mappings (see Adding and Managing Source Mappings).
You can only manage mapping rules once you build the source (see Add or Edit a Source).
Complete your source addition or edition:
Click Add Source/Save when you want to save your source configuration changes without starting a build/rebuild, such as when you know you want to do other changes soon.
In the Sources page, you must click Start initial build or Start required rebuild in the source Status column to add the source content or make your changes effective, respectively.
Click Add and Build Source/Save and Rebuild Source when you are done editing the source and want to make changes effective.
Once the source is built or rebuilt, you can review its content in the content browser (see Inspect Items With the Content Browser).
Review the source schedule to start a source rescan at least once a day (see Edit a Source Schedule).