Add or Edit a Lithium Source

If not already in the Add/Edit a Lithium Source panel, go to the panel:

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

  OR

• 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:

• Source name

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

  Corporate-Lithium-Community

• Community URL

  The web address of the Lithium server for the community that you want to index. If you want to make more than one address searchable, click the plus sign, and then enter the addresses to index on additional lines.

  • http://company.lithium.com

  • https://community.company.com/

  • You can also specify to crawl only a subset of a Lithium community by simply copying and pasting the address of a Lithium category, board, or thread. The URL is in the form:

    http://community.company.com/[...]/lithiumobjectlabel/objectid

    where the possible values for lithiumobjectlabel are given in the Label column in the following table.

    Label	Lithium object
    ct-p	Category
    tkbc-p	Knowledge base category
    bd-p	Forum
    tkb-p	Knowledge base
    con-p	Contest
    idb-p	Idea board
    qa-p	Q&A board
    bg-p	Blog
    gp-p	Group
    m-p	Forum thread
    td-p	Forum thread
    ta-p	Knowledge base article
    cns-p	Contest submission
    idi-p	Idea
    qaq-p	Q&A Question
    ba-p	Blog article
    gpm-p	Group article

  • If you use a reverse proxy, your REST API might not reside at your community root URL. You must therefore add the RestApiUrl hidden parameter to specify the URL address at which your REST API resides (see Lithium Source JSON Modification). Be aware, however, that Lithium does not recommend using a reverse proxy (see Reverse proxy and Lithium communities while logged in with a Lithium account).

• Character optical recognition (OCR)

  Check this box if you want Coveo Cloud to extract text from image files 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).

  Since the OCR feature is available at an extra charge, you must first contact Coveo Sales to add this feature to your organization license. You can then enable it for your source.

• Index

  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 Many Coveo Indexes). If your organization only has one index, this drop-down menu is not visible and you have no decision to make.

  • To add a source storing content in an index different than default, you need the View access level on the Logical Index domain (see Privilege Management and Logical Indexes Domain).

  • Once the source is added, you cannot switch to a different index.

• Content security

  Select a content security option to determine who can see items from this source in a search interface.

In the Authentication section, when the Lithium community to index is private, you must fill out the following parameters.

• Username

  The username of a native Lithium account, such as an administrator account, that has access to the Lithium community content that you want to index. This account must also have permission to make REST API read calls for all boards and categories of your community. When you have the administrator rights, this setting is available in your Lithium Community Admin section, under Users tab > Permissions navigation bar section > Defaults tab > Make REST API calls with read access.

  Boards and categories for which the account does not have this permission are skipped during the indexation process and therefore not searchable in a Coveo Cloud search page. Moreover, if your source Community URL is the address of such a board or category, Coveo returns a LITHIUM_AUTHORIZATION_ERROR error.

• Password

  The corresponding password.

In the Content to Include section, consider turning off one or more of the following settings when you want to prevent specific Lithium content from being included in the index:

• Attachments

  Includes message attachments, such as images, videos, and PDF files.

• Users

  Includes data regarding users of a community.

  • You can include users only when indexing an entire community. If you only index a community subset such as a category or a board, users are not included (see Note: Crawling a community subset).

  • Including users of a large Lithium community can have a significant impact on the indexing performance.

1. In the Access Level column, select View or Edit for each available group.
2. On the left-hand side of the tab, if available, click Groups or API Keys to switch lists.

Optionally, consider editing or adding mappings (see Adding and Managing Source Mappings).

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.

  • By default, a Lithium source indexes the entire community content. If you want to index only certain parts of your community, click Save, and then specify the desired address patterns accordingly (see Restrict Indexed Addresses).

  • On 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.

  OR

• Click Add and Build Source/Save and Rebuild Source when you are done editing the source and want to make changes effective.

  Back on the Sources page, you can review the progress of your Lithium source addition or modification (see Adding and Managing Sources).

Once the source is built or rebuilt, you can review its content in the Content Browser (see Inspect Items With the Content Browser).