Add or Edit a Source
- Amazon S3 Source
- Box (Personal) Source
- Box Business V2 Source
- Box Business Legacy Source
- Confluence Cloud Source
- Confluence Legacy 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 Source
- OneDrive for Business Source
- Push Source
- RSS Source
- Salesforce 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 an Exchange Online (Personal) Source
Your email messages are received in and sent from a mailbox hosted on Microsoft Exchange Online server. When you have the required privileges, you can thus add an Exchange Online source to make the content of your Exchange Online mailbox searchable (messages, conversations, contacts, attachments, archives). Only the creator of the Exchange online source can see and search its content. The source starts a refresh every 15 minutes to index content file changes (additions, modifications, or deletions) so that they become searchable shortly after. When you have more than one Exchange Online mailbox, simply create one Exchange Online source per mailbox.
Administrators could edit and rebuild your source, or set your source permission type to Shared to see your mailbox content in the Content Browser (see Source Permission Types). Also, setting your source permission type to Shared allows any user (authenticated or not) that can access your search interface to see the source content. It is thus recommended to only create Exchange Online sources for mailboxes that contain no sensitive data.
Source Features Summary
|Exchange Online version||Latest cloud version||Following available Exchange Online releases|
|Searchable content types||Emails, attachments, and events|
Add or Edit an Exchange Online (Personal) Source
If not already in the Add/Edit an Exchange Online (Personal) Source panel, go to the panel:
To add a source, in the main menu, under Content, select Sources > Add Source button > Exchange > Exchange Online (personal)Exchange Online Personal.
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 available parameters:
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
Select by whom can the Exchange Online mailbox content be searched (see Source Permission Types):
Private - Only you, the source creator
Shared - Everyone
In the Authentication section, to include the content of your Exchange Online personal mailbox, you must fulfill the following parameters:
The Exchange Online email address.
The corresponding password.
- In the Access tab, determine whether each group and API key can view or edit the source configuration:
- 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 Manage 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.
Back in the Coveo Cloud administration console Sources page, you can review the progress of your Exchange Online source addition or modification (see Manage Sources).
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 default refresh schedule in which a source refresh starts every 15 minutes (see Edit a Source Schedule).