Adding a Microsoft Exchange Source

Your email messages received and sent in Microsoft Outlook are managed by a Microsoft Exchange server. You can add an Exchange source to make the content of your Exchange account searchable (messages, conversations, contacts, attachments, archives, and public folders). Only the owner of the Exchange source can see and search its content. The source starts an incremental refresh every 15 minutes to index content file changes (addition, modification, or deletion) so that they become searchable shortly after. When you have more than one Exchange account, create one Exchange source per account.

Source Features Summary

Features Supported Additional information
Exchange version 2010, 2013, and 2016
Searchable content types Emails, attachments, and events
Content update Incremental refresh
Full refresh
Rebuild
Permission types Secured
Private
Shared Only accessible once the source is created in the Sources page [Learn more]

Add an Exchange Source

To edit an Exchange source, see Edit the Source Configuration to Re-index its Content or Re-authorize the Access, and then follow the steps below, starting from step 5.

  1. Ensure your environment meets the following requirement:

    • Microsoft Exchange 2010, 2013, or 2016

      Deprecated support versions: Exchange 2003 and 2007 (see Repository Version Support Deprecation)

    • Microsoft Exchange server accessible to Coveo Cloud

      When the access to communication ports between Coveo Cloud and the Exchange server is restricted, the appropriate port(s) must be opened in the network infrastructure such as in firewalls to allow Coveo Cloud to access the content.

  2. If not already done, log in to your Coveo organization.

  3. In the navigation bar on the left, under Search Content, select Sources, and then click Add Source.

  4. On the Add Source page, click Exchange.

    When you create a source, you become the owner of the source.

  5. In the Add/Edit an Exchange Mailbox dialog box:

    Admin-AddAnExchangeMailboxc

    1. In the Email box, enter your email address.

    2. In the Domain\Username box, the domain and username are automatically assembled from your email address. If needed, make necessary corrections.

    3. In the Password box, enter the corresponding password.

      With the above information, the Coveo organization uses the Exchange Autodiscover service to find the Exchange server.

    4. For more options, click Advanced Settings, and then in the expanded section:

      1. When your Exchange server doesn’t support the Autodiscover service or when you get an Authentication Issue status, in the Server Address box, enter your Exchange server address.

        ExchangeAdvancedSettingsb

      2. When you want to index Exchange archive, select the Enable Exchange Archive check box.

        The Enable Exchange Archive appears when the Exchange archive indexing feature is included in your license. Contact Coveo Sales when you want to add this feature.

    5. Click Start Indexing (or Refresh Index when editing the source).

  6. Back on the Sources page, you can review the progress of your Exchange source addition (see Review the State of Sources Available to You).

What’s Next?

What's Next for Me?