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Cloud V2 for Administrators
- New Features
- Searching with Coveo Cloud
- Administration Console
- Management of Security Identities and Item Permissions
- Coveo Cloud V2 SAML SSO
- Troubleshooting Querying Issues
- IPs to Whitelist
- Coveo Index Items
- Supported File Formats
- Indexing by Reference
- About the Coveo Cloud HIPAA Platform
- Coveo Machine Learning
- JavaScript Search Interface Editor
- Security FAQ
- Application Control Change Process
Coveo Cloud New Features
The Coveo Cloud Platform is where your Coveo Organization index is hosted and Coveo for Salesforce is the application that brings the power of Coveo inside your Salesforce environment. Coveo Cloud Platform and Coveo for Salesforce updates are regularly made available to offer new and improved features.
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You can subscribe to receive Platform updates on incidents by email, SMS, or webhook event notifications (see Coveo Cloud V2 Status or Coveo Cloud V1 Status).
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Coveo for Salesforce application updates are made available from the AppExchange.
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You can review the detailed product release notes from the Coveo Developers site:
October 16, 2018 Update
Coveo Cloud V2
Group and API Key Access Management
The new Access tab allows you to manage which groups and API keys can access a specific resource. This tab is available for resources to which access can be managed in a granular way, i.e., only groups, sources, and API keys for now.
October 2, 2018 Update
Coveo Cloud V2
Sticky Headers in Usage Analytics Reports
You can now scroll down long reports without losing sight of the report header containing elements such as filters, the reporting period, and the save/edit button. Therefore, you can add, edit, remove, and disable filters, use different reporting periods, and apply your changes without scrolling back to the top. When reviewing a card at the bottom of a report, you can now see its data changing right after using a filter and ensure you made the desired change.
September 13, 2018 Update
Coveo Cloud V2
Default Sets of Privileges
When granting privileges to a user group or an API key, you can now use the Preset drop-down menu to quickly and broadly set access levels. Your options are Minimal access, View all, Full access, and Custom. You can save time by selecting the preset configuration closest to the access level set you want to grant, and then editing the desired privileges.
Note Cards Now Support Markdown
You can now leverage Markdown features in note cards to style your text and add elements such as images, YouTube videos, and tables. While creating note cards, you can also preview what the card will look like to ensure the desired result is met.
August 27, 2018 Update
Coveo Cloud V2
New Visit Metric Time Series Card
You can now add a visit metric time series card to your usage analytics dashboards to quickly evaluate the number of user visits in which one or more particular events occur over a certain period. For instance, such a card could show the rate of case deflection after a user opened at least an item over the past few months.
New Configuration Access Tab in Add a Source Panel
When you add or edit a source, the new Configuration Access tab allows you to determine whether each group and API key can view or edit the source configuration.
Exclude Events in the Visit Browser
In the Visit Browser, you can now exclude events from your visits. You can create and save event filters just like you would do with visit filters.
August 14, 2018 Update
Coveo Cloud V2
New Usage Analytics Dashboards
Dashboard A/B Testing has been updated, and dashboards Trending Documents and Case Creation Page Metrics have been added. These new dashboards include documentation to help customers understand how they can leverage usage analytics metrics to identify actionable items and improve the efficiency of their Coveo solution.
Moreover, the look and feel of some card editor panels has been updated. In subsequent releases, other panels will undergo similar improvements for more uniformity.
New Built-In Groups
Two additional built-in groups now appear in the Groups page of the Coveo Cloud V2 administration console. Members of the Content Managers group can edit anything related to the indexed content, i.e., sources, extensions, fields, mappings, etc. However, they have limited access to other resources such as usage analytics and search. Conversely, members of the Relevance Managers group cannot modify the index content, but can edit anything relative to search result relevance: query pipelines, Machine Learning models, usage analytics, etc.
Both new groups have the ability to edit their own configuration, which means they can invite new members in the group.
Grayed Out View-Only Sources
In the Sources page, sources for which you have the View privilege are now grayed out. This allows you to quickly identify the sources you can edit and those of which you can only view the configuration.
SharePoint Online Limited Administrators Can Consent to Use the Coveo Application
Microsoft Azure now allows limited administrators to give their consent to use an external application. A global administrator account is therefore no longer required to allow the Coveo Cloud V2 Azure application to access your SharePoint Online content. The documentation regarding SharePoint Online sources has been updated accordingly. You can follow these instructions if you want to replace your global administrator with a limited administrator account.
August 6, 2018 Update
Coveo for Salesforce (3.16)
Lightning Console: Support for Live Agent Chat
The Lightning Insight Panel is now compatible with Lightning Live Agent. Support Agents can therefore find the most relevant information related to their chat conversation and even post information directly into the chat with a single click. Relevance is controlled from the Coveo Cloud administration console, which provides easy and flexible configuration with no need to edit the page code.
Lightning Console: New Result Actions
The Lightning Insight Panel now includes new dynamic result actions that enable agents to quickly share results with customers while working on a case or engaged in a Live Agent chat. The Post to Feed, Send as Email, and Post to Chat buttons are only displayed when relevant to your setup (e.g. Send as Email will only show when email is enabled on your case layout).
One-Click Upgrade (Free to Pro Edition)
One-Click Upgrade helps your administrators switch from a Coveo for Salesforce Free edition to a Pro Trial to compare both editions. The widget allows you to easily preview each edition.
The One-Click Upgrade widget is however a pilot feature. Contact Coveo Support to access it.
Custom Scripts in Lightning (Locker Service Compliant)
You can also use custom scripts in your Lightning Insight Panel, Attached Results, and Full Search components in the Lightning Console. This allows you to add your own custom logic inside those components, giving you more freedom as to how they behave and how they are displayed.
New Default Templates for Salesforce Objects
The new default search interface templates for Coveo for Salesforce Enterprise and Free editions are now improved and allow you to efficiently use the same Salesforce Objects.
July 11, 2018 Update
Coveo Cloud V2
Inspect Logs Related to a Content Browser Item
In the Content Browser page, you can now select an item to open in the Log Browser. This allows you to review the indexing process logs for the selected item.
Inspect Logs Related to an Extension
In the Extensions page, you can now open the indexing pipeline logs corresponding to the items modified by an indexing pipeline extension.
June 28, 2018 Update
Coveo Cloud V2
Privilege Tab Restyling
In the Add/Edit a Group panel, the Privileges tab has been restyled. You can now define an access level for each privilege using a drop-down menu. It is also possible to define custom access levels for your sources, groups, and API keys.
SharePoint Server Source Okta Authentication
It is now possible to retrieve content from an on-premises SharePoint instance using Okta as an identity provider. When creating your SharePoint Server source, chose Okta as an authentication method and provide the required information to allow Coveo Cloud V2 to access your content.
Increase Web Source Crawling Rate
You can now increase the crawling speed for websites you own. As a standard, web crawling is limited to one request per second to prevent a distributed denial-of-service. However, if you manage a site web server, you can make Coveo Cloud V2 crawl this site at a greater rate to reduce source update time.
June 14, 2018 Update
Coveo Cloud V2
Visit Browser Restyling
The Visit Browser is now visually integrated with the Coveo Cloud V2 design to share the same look and feel as the other administration console pages. The improvement of the information display and structure, as well as a rework of the filter area, is planned in an upcoming release.
May 30, 2018 Update
Coveo Cloud V2
Improved Add a Source Panel
The Add a Source of Searchable Content panel has been redesigned so that it is easier to navigate. As opposed to the old one, this new panel features a single entry for each available content source, but each entry may contain more than one option. When you click a source for which there are multiple options, the card flips to reveal them.
A tag also indicates whether the available options retrieve content from a cloud-based service or an on-premises server.
New Box Business Source
For security reasons, a new Box Business source has been implemented. The original source has been deprecated and will eventually disappear. When creating a Box Business source, you must now provide your Box application credentials in JSON format instead of providing Box with a Coveo API key, and Coveo with your Box Enterprise ID.
Manage Security Identity Provider Update Schedules
Each security provider can now have its own refresh schedule. Therefore, in the Security Identities page, you can configure some providers to be refreshed more often than others, depending on your needs.
New Dashboard Templates
You can now take advantage of two new templates using key usage analytics metrics to identify actionable items to improve your Coveo deployments. The General Search Interface Metrics and the Machine Learning Query Suggestions templates, which are embedding documentation and references to online help articles, also act as tutorials based on leading practices.
May 23, 2018 Update
Coveo for Salesforce (3.10)
JavaScript Search V2
As part of the Spring 2018 release, we now include the latest version of our JavaScript Search Framework (V2). This brings a set of new features such as lazy loading, improved loading animation, improved default result templates, and much more. Read the Release Notes for more details.
Lightning Console: Insight Panel for Case
With our brand new Lightning Insight Panel, we add native support for the Lightning Service Cloud Console. With this new version, we rethought the way context gets injected into Service Cloud and we give you more flexibility on relevance configuration using Coveo’s Query Pipelines and context variables. This new Insight Panel is also compatible with both Lightning Knowledge and Classic Knowledge. This feature is currently in Pilot.
Lightning Console: Attached Results Component
As part of the Spring 2018 Release, we also added a new Lightning component to display attached results of any type (e.g., PowerPoints, PDFs, YouTube links, Knowledge articles) within the Service Cloud page. You can simply drag and drop this component anywhere on the screen. It gets updated in real time as you attach and detach results. This feature is currently in Pilot.
Lightning Console: Full Search Page
This release will also include a native Lightning full search page. From the Lightning Insight Panel, you will be able to launch the full search page directly within the Service Cloud Console Lightning Experience. Take advantage of advanced filtering features such as facets as well as the greater real estate that the full search page provides. This feature is currently in Pilot.
Lightning Communities: Case Deflection for Communities
With this release, we are making a new Case Deflection component available to simplify the integration of Coveo into your case creation and deflection workflows. Previously, both the Case Creation form and the results had to be configured in Coveo. Starting in the Spring 2018 Release, you will be able to attach our new Lightning component to Salesforce’s default Case Creation form directly from the Lightning App Builder. Coveo will listen to input changes on the default Salesforce form and suggest the most relevant content to solve the issue regardless of where that content resides. Contact Coveo Support to get this feature activated. This feature is currently in Pilot.
Sales Cloud: Support for Sales Cloud
The Coveo Insight Panel now supports Sales Cloud Objects by recommending the most relevant content for your sales reps as they are working on their opportunity. Content like similar opportunities, top contacts, as well as relevant assets used to close similar opportunities can be surfaced in the Insights Panel using Coveo Machine Learning. This feature is currently in Pilot.
Coveo for Salesforce Pro Edition: Easier Pro Trials
It will be easier than ever to try the Pro edition. With the new “One-Click Upgrade” feature, you will be able to start a Pro edition trial directly from your Free edition. Coveo will automatically scan your search pages and pre-configure your index in just a few clicks. This feature is currently in Beta. Contact your CSM or Coveo Support to learn how to join the Beta program.
Lightning Console: Support for Lightning Knowledge
You can now index record types and show Lightning Knowledge content as part of the Lightning Console.
Lightning Console: Support for Classic Knowledge
You can now use the Lightning Console to show and attach Classic Salesforce Knowledge articles right within Lightning. In order to edit articles, you will still have to go back to Salesforce Classic.
Salesforce Connector: Remove Modify All Data Requirement
With this release, we removed the error message when you use a user that does not have the Modify All Data permission. Modify All Data is still required if you wish to index permissions, but it is not required anymore if you want to index public content.
May 9, 2018 Update
Coveo Cloud V2
Test Machine Learning Models
You can now compare the behavior and effectiveness of machine learning models of the same type together or compare an automatic relevance tuning (ART) model to the default ranking by performing queries and reviewing the returned results.
Take Advantage of Dimension Time Series Cards (Beta)
You can now create dimension time series cards in dashboards to display dimension values over a time series. This new card type is useful to compare trends between values part of a dimension such as countries and search hubs.
Quickly Saved Filters as a Named Filter
You can now save one or more existing dimension filters as a named filter to re-use them in other reports and data exports, or in the Visit Browser, without having to re-create them manually. A named filter could also reference another named filter to create more complex filters.
The feature comes with an update of the filter interface; filter operations are now part of a menu, instead of icons showing up on mouse hover.
April 25, 2018 Update
Coveo Cloud V2
New Form Authentication Options for Web and Sitemap Sources
When creating a Web or Sitemap source, you now have two form authentication options: Manual form authentication and Automatic form authentication. While the Manual form authentication option requires you to provide the form input names and values, the Automatic form authentication option detects these inputs automatically.
Organization Notifications
The Notifications page now allows you to configure email notifications to stay informed when certain operations occur in your organization. You can receive these notifications in an email, an email with JSON content, or via a webhook. A Status column also helps you identify notifications that encounter frequent issues.
April 11, 2018 Update
Coveo Cloud V2
Include Content via a REST API
You can now index content from web applications for which there is no dedicated source in the Coveo Cloud V2 administration console. To do so, you must provide a JSON configuration specifying the items and metadata Coveo Cloud V2 should retrieve and make searchable.
Notifications
The new Notifications panel allows you to configure email notifications to be informed when certain operations occur in your organization.
Reworked Usage Analytics Dashboards
The usage analytics reports have been redesigned with a new look and feel that matches the rest of the administration console color scheme. The changes also include the following:
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A uniform card look
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More accurate time series lines (lines are no longer rounded)
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Improved tooltips for time series
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An icon next to card titles that are links
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The removal of the zoom functionally when scrolling over map cards
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An improved packed bubble chart look
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A new background dashboard color (light gray)
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The removal of the note card white background
March 30, 2018 Update
Coveo On-Premises Crawling Module
Automatic Updates
Starting from version 0.3, the Coveo On-Premises Crawling Module update process is automatic. Customers installing the Crawling Module for the first time on March 30, 2018 or later therefore do not need to trigger the process manually. Customers currently using the Crawling Module 0.2 must follow the manual update procedure for the last time.
March 27, 2018 Update
Coveo Cloud V2
Collapsible Administration Console Menu Sections
In the Coveo Cloud V2 administration console main menu, the page category sections are now collapsible. Coveo Cloud V2 saves the state of each section in your user preferences. So, if you collapse all sections but one, only this section will be expanded next time you log in to Coveo Cloud V2.
Impersonate Security Identities
In the Explore Security Identities panel, you can now select an identity to impersonate in the Content Browser. You can then see which items users are allowed to access via this security identity.
Incoherent Events Page
The new Incoherent Events page allows you review usage analytics events that were discarded because they were incoherent. With this information, you can identify malformed events emitted by an application and thus troubleshoot potential implementation issues.
March 14, 2018 Update
Coveo Cloud V2
Include SharePoint On-Premises Content
You can now use the SharePoint source to add private, shared, or secured enterprise content, and thus make your SharePoint on-premises instance searchable.
Elasticsearch Index Page
A new Index page allows you to manage your Elasticsearch indexes. You can review details regarding these indexes such as their status and size, and add or edit Elasticsearch indexes.
Machine Learning Model Details
In the Machine Learning page, the details of a Machine Learning model allow you to have a clear understanding of the learning process of a specific model. You can review how many documents are known per search hub, what are the top queries, etc.
Filter Security Identities by Date
In the Explore Security Identities panel, you can now filter security identities by last update date. This allows you to single out identities that have not been successfully updated for troubleshooting purposes.
February 28, 2018 Update
Coveo Cloud V2
Include SharePoint Online Content via OAuth 2.0
You can now create a SharePoint Online source using OAuth 2.0. The SharePoint Online Legacy source still allows you to connect Coveo to SharePoint using a identity provider URL and a SharePoint trust identifier.
Explore Security Identities Panel
In the Security Identities page, you can now select a security identity provider, and then click Explore Identities to display a list of the security identities it manages. The Explore Security Identities panel allows you to look for security identities that were not successfully updated for troubleshooting purposes.
Machine Learning Page
A new Machine Learning page allows you to view a list of your Machine Learning models, along with their details. For the time being, this page is available for consultation only; machine learning model management features will be introduced in subsequent releases.
February 14, 2018 Update
Coveo Cloud V2
New Security Identities Page
The Security Identities page has been redesigned. Security identity cache and security identity provider statistics are now available for troubleshooting. Moreover, the Edit the Security Identity Cache Schedules panel allows you to schedule identity updates.
Enable Content Browser Debug Mode
In the Content Browser parameters, you can now enable Debug mode to troubleshoot search issues. Debug mode is disabled by default to optimize performances.
January 31, 2018 Update
Coveo Cloud V2
Choose a Pipeline to Use in the Content Browser
In the Content Browser, you can now choose to use a specific query pipeline to investigate issues or validate changes. In the upper right corner, a Pipeline drop-down menu allows you to choose from the pipelines you created in your organization.
All Sources Now Have a Creation Panel
From now on, there is a source creation panel for all content sources supported by Coveo Cloud V2. The Add a Custom Source From JSON button and panel are therefore no longer relevant and removed from the administration console.
January 17, 2018 Update
Coveo Cloud V2
Include Zendesk Content
You can now use the Zendesk source to add private, shared, or secured enterprise content, and thus make your Zendesk instance searchable.
Apply New And Customized Extensions on Source Items
You can now add and edit extensions directly from the Apply an Extension on Source Items panel. The new Add Extension and Edit Extension buttons allow you to manage extensions without having to close this panel and navigate back to the Add/Edit an Extension panel.
Usage Analytics (Coveo Cloud V2 Only)
Take Advantage of Note Cards (Beta)
You can now create note cards in dashboards to include comments, explanations, or warnings explaining what is shown on a given report tab, section, or card.
Easy Access to Activities for Reports, Dimensions, Filters, and Exports
You can now monitor all activities that occurred in the Analytics section of the Coveo Cloud administration console to troubleshoot issues. You can precisely know who or what process is responsible for operations or changes on reports, dimensions, filters, and exports.
Report Size Limit
To help make reports easier to understand and faster to load, the size of report tabs is now a limited. If you reach the limit, as stated in the pop-up, you simply have to move content to other tabs to optimize the report readability and speed.