Coveo Cloud New Features of 2017

This topic presents the Coveo Cloud Platform features introduced during the year 2017.

The latest Coveo Cloud Platform new features are available in Coveo Cloud New Features.

December 20, 2017 Update

Coveo Cloud V2

New Add a Web Source Panel

The Add/Edit a Web Source panel has been redesigned. Several crawling options have been added for fine-tuning.

[more]

WhatsNewDecember20WebSource

WhatsNewDecember20ConfluenceArchived

Include Confluence Archived Spaces

You can now make Confluence archived spaces searchable. In the Add/Edit a Confluence Cloud Source panel, under Content to Include, specify the status of the spaces of which you want to retrieve the content.

[more]

Sitemap Web Scraper

You can now configure web scraping in the Add/Edit a Sitemap Source panel. Just like in the Add/Edit a Web Source panel, the Sitemap Web scraping configuration feature allows you to specify web page parts to ignore for the desired source, such as page headers and footers.

[more]

WhatsNewDecember20SitemapWebScraper

QPL-FilterRuleEx

Query Pipeline Filters

You can now enter hidden query expressions to be added to all queries going through the related query pipeline. This feature is useful when a query expression should apply to all queries sent from a certain search interface or widget (e.g., do not show the current case record in the search results of an agent panel).

[more]

Improved Log Filtering

In the Log Browser, there are two ways to filter logs by URI and display the logs corresponding to a specific item. You can either click a log of the desired item, and then click Filter by URI, or, if you have already copied an URI to your clipboard, you can paste it in the Search an exact item URI filter box.

[more]

December 6, 2017 Update

Coveo Cloud V2

Include Exchange Enterprise Content

Use the Exchange Enterprise source to retrieve the content of Microsoft Exchange mailboxes and make it searchable. This content can be shared, private, or secured.

[more]

WhatsNewDecember6ExchangeEnterprise

WhatsNewDecember6BoxBusiness

Include Box Business Content

You can now use the Box Business source to add shared or secured enterprise content, and thus make your Box instance searchable.

[more]

Reworked Limits Tabs

The Limits tabs of the Settings panel have been redesigned. The limits set in the selected organization license are now displayed in boxes. Your usage of certain features is now available, which makes it easier to determine at a glance whether you should upgrade your Coveo Cloud license to better cover your needs.

[more]

Admin-LimitsExample

Include Sitemap Content Protected by Form-Based Authentication

Form-based authentication for Sitemap sources is now supported. To make content protected by form-based authentication searchable, provide the required data in the Form Authentication section of the Add a Sitemap Source panel.

[more]

Reworked Add/Edit a Field Panel

The Add/Edit a Field panel has been redesigned so that its features are displayed in a more user-friendly fashion. Additionally, the Edit a Field panel now shows which source uses the selected field, and it is possible to edit some parameters of the default fields, which was not allowed previously.

[more]

Reworked Jira Quick View

The default Quick View of Atlassian Jira items has been simplified so that the most important information stands out.

[more]

Usage Analytics (Coveo Cloud V2 Only)

UA-PackedBubbleChartCardEx

Take Advantage of Packed Bubble Chart Cards (Beta)

You can now create packed bubble chart cards in dashboards to see at a glance to visualize data for a specific dimension/metric pair (e.g., the device category use based on the number of visits). The size of individual bubbles is proportional to the metric value for each dimension value.

[more]

Discover Coveo Cloud V2 Exclusive Features

The November 30th, 2017 release was officially the last one to introduce new usage analytics features in Coveo Cloud V1. All new features will only be made available in Coveo Cloud V2.

Coveo Cloud V1 usage analytics is still supported and will receive bug fixes as required.

November 18, 2017 Update

Coveo Cloud V2

Query Pipeline Query Parameters

You can now control and fine-tune search parameters of your Coveo Cloud Organization in the administration console, without modifying your Coveo JavaScript Search Interface code. You can also selectively change parameters based on the pipeline used and by leveraging conditions.

[more]

QPL-QueryParameterEx

WhatsNewNovember18CrawlingModule

Coveo On-Premises Crawling Module (Beta)

The Coveo On-Premises Crawling Module allows you to crawl on-premises content in order to make it searchable in a Coveo Cloud V2 powered search page. Customers that cannot open an inbound port in their firewall for the Coveo cloud-hosted crawlers to access their on-premises content are the typical Crawling Module users. Since the Crawling Module is still a beta product, several enhancements are to be expected in subsequent releases.

[more]

Find Your Organizations

When logging in to a Coveo Cloud V2 organization using single sign-on, you must provide the ID of the desired organization. However, since this information is available after logging in, you might not know your organization ID. Clicking Don’t know your organization ID? on the single sign-on login page allows you to enter your email address and receive an email listing all the organizations using single sign-on to which you have access.

[more]

SAML-FindYourOrganizations

New Salesforce Source Customization Options

Two new Salesforce source customization options are now available. When adding or editing a Salesforce source, you can decide to change what is indexed as the body of your object. You can also decide which field an object should use in your result templates as a clickable title.

[more]

October 23, 2017 Update

Coveo Cloud V2

Admin-EditMappingPanelExample

Manage Mapping Rules

The mapping rule management feature has been redesigned and moved to a dedicated panel. This panel looks similar to the indexing pipeline extension management panel and provides a list of mapping rules as well as information regarding the fields that are generated from the metadata. The mapping rule creation panel has also been improved.

[more]

Include OneDrive for Business Content

You can now use the OneDrive for Business source to add shared, secured, or private content, and thus make your OneDrive for Business instance searchable.

[more]

Admin-AddOneDriveForBusinessPanel

Admin-AddSitecoreSource

Updated Sitecore Source

The Add a Sitecore Source panel has been updated to reflect its actual use case. It now displays a message inviting users to configure a Sitecore source in their Coveo for Sitecore instance.

Links to the documentation have also been added to help users download Coveo for Sitecore and get started.

[more]

October 16, 2017 Update

Coveo Cloud V1

Grant Roles While Inviting Users

You can now assign roles to the users you invite before they accept the invitation. Therefore, invited users will be able to log in and have all the necessary permissions without needing you to change their role after their invitation acceptance.

[more]

NewFeature-GrantRoles

NewFeature-EmailNotifications

Receive Email Alerts Upon Source Errors

You can now receive an email notification when an actionable error occurs in one of your Organization sources. Each email contains the Organization ID in which the error occurred, as well as the error code, description, and solution.

The feature is available for the following sources:

  • Confluence
  • Dropbox
  • Exchange
  • Gmail
  • Google Drive
  • Jira
  • Jive
  • Lithium
  • RSS
  • Salesforce
  • SharePoint
  • Sitemap
  • Web
  • YouTube

[more]

Switch Organizations Without Logging Out

When you have access to more than one Coveo Cloud Organization, you can now switch from one Organization to another without logging out.

[more]

NewFeature-SwitchOrg

NewFeature-OrganizationID

Review the Organization ID

You can now view the organization ID directly from the Coveo Cloud administration console. The ID is required when configuring or customizing a component interacting with the organization such as a search interface.

[more]

Index Specific Confluence Space Content

Instead of specifying several Confluence space URLs, you can now only provide your Confluence instance URL and use space filters to choose which space content you want to index.

[more]

September 20, 2017 Update

Coveo Cloud V2

Include Twitter Content

You can now use the Twitter source to add shared or private content, and thus make relevant user Tweets, queries (keywords), lists, and collections searchable.

[more]

Admin-TwitterSource

whatsnew-manageConditions

Apply Conditions to Your Salesforce Source

You can now apply conditions to your Salesforce source so that items are only indexed when they meet specific requirements, allowing you to greatly reduce your index size by preventing unnecessary items from being indexed in the first place.

[more]

August 5, 2017 Update

Coveo Cloud V2

Applying an Extension on Source Items

You can now apply indexing pipeline extensions to sources using the dedicated panel in the Coveo Cloud administration console instead of doing it manually via the source JSON configuration.

[more]

Admin-ApplyExtensionOnSource

July 3, 2017 Update

Usage Analytics

Take Advantage of Calculated Metric Cards (Beta)

You can now create calculated metric cards in dashboards to measure the importance of a metric value for your organization. You can build the mathematical operation behind the new card type using two existing metric card values or a metric card value and a number.

[more]

CalculatedMetricEx2

May 29, 2017 Update

Coveo Cloud V2

WhatsNewMay29SAML

Authenticate to Coveo Cloud Using SAML

You can now log into Coveo Cloud using your single sign-on (SSO) provider supporting the SAML 2.0 protocol.

For now, you must configure Coveo Cloud V2 to trust an identity provider through an API call. A configuration interface will be available in an upcoming release. [more]

Include Jive 9 Content

You can now use the Jive sources (on-premises and Cloud) to add secured, shared, or private content, and thus make relevant Jive 9 communities searchable. [more]

NewFeature-Jive9

Receive Notifications On License Changes

Coveo Cloud organization contacts are now alerted by email when a change is made to the license of their organization. Contacts can unsubscribe at any moment from the email.

May 15, 2017 Update

Coveo for Salesforce

NewFeature-proedition

Introducing the Coveo for Salesforce Pro Edition

Coveo introduces the Coveo for Salesforce Pro edition. This edition gives you the advantages of the Coveo index while keeping it simpler and at a lower cost than the Coveo for Salesforce Enterprise edition. [more]

You can now use the Coveo Standalone Searchbox in your community to replace the default Salesforce searchbox. This way, you can get Coveo Machine Learning powered type ahead, and a better integration with the Coveo Search components, making it faster and more relevant than before. [more]

NewFeature-standalonesearchbox

NewFeature-orgiddisplayed

Quickly Know Which Coveo Organization You Are Connected To

You can now see which Coveo Cloud organization your Salesforce organization is connected to on the Coveo for Salesforce configuration page. Handy when developing with multiple environments.

May 5, 2017 Update

Coveo Cloud V2

Easily Determine the Metadata Used As the Item Titles

You can now select the metadata used as the title of items when they appear as search results in your search interface. In the source mappings, you can choose between the title that is extracted during the crawling (e.g., filename) or the processing (e.g., embedded file title), or the title that is detected during the processing using text analysis. [more]

NewFeature-TitleSelection

Apply Source Configuration Changes Without Rebuilding the Source

You can now apply source configuration changes such as source credentials updates using a source refresh or rescan. Refreshes and rescans are now performed using the latest source configuration. Therefore, modifications such as the addition of mappings will only be applied on new source items. Source rebuilds are still required when your changes must be applied to all source items (current and new).

April 13, 2017 Update

Usage Analytics

NewFeature-InternalIPs1

Easily Label Internal and External Events

You can now specify internal IP addresses (list, range, or subnet) for which events are tagged as internal. You can then use the new Is Internal dimension to filter out those events. This feature is particularly useful when you want to report only on events made by external or internal users. [more]

Explore Data more Efficiently with Quick Filter Actions

You can now enable and disable global filters directly in usage analytics reports without having to remove and then recreate the filters. You can now also reverse the global filter operator (e.g., is to is not). [more]

NewFeatures-DisableFilters

April 6, 2017 Update

Coveo Cloud V2

NewFeature-LogBroswer

Quickly Troubleshoot Indexing Issues With Item Logs

Using the Log Browser, you can now review stage logs for each item sent through the indexing pipeline. This allows you to investigate why a particular item has not been indexed properly and which stage of the indexing process failed, thus making troubleshooting much simpler. [more]

March 7, 2017 Update

Usage Analytics (Coveo Cloud V2 Only)

Control Access to Your Usage Analytics Reports

You can now manage which Coveo Cloud organization members or groups see each dashboard and explorer. You can keep usage analytics reports to yourself, or allow all or only specific members with the minimal privileges required to view reports. This feature is particularly useful for organizations with a large number of reports as each user could only review reports relevant to them. [more]

NewFeature-ManageReportAccess2

Minor Usability Enhancements

  • Calendar Navigation in the Visit Browser

    You can now quickly review user visits from the current date interval selected (last week, month…) to the previous period or next period. [more]

  • Analytics Card Creation Panel Tweaks

    When adding new usage analytics cards, you see now, by default, all available dimensions and metrics regardless of the event types. Also, the Advanced Settings section (previously labeled More) is now expanded by default.

February 10, 2017 Update

Coveo JavaScript Search Framework v1.2126.4

Offer Selectable Search Results Card or List Layouts

The Coveo JavaScript Search Framework now comes with a rich search result card layout on top of the original list (default) layout.

Thanks to the new ResultLayout component, you can also easily create JavaScript search pages that allow your users to switch between the list (default) and the card layouts. [more]

NewFeature-JSUICardLayout1

Coveo for Salesforce V2

sfint-whatsnew-chooseExpressFree

Introducing the Coveo for Salesforce Free Edition

Coveo now introduces Coveo for Salesforce Free edition. This edition allows you to improve your community search experience and benefit from Coveo Machine Learning abilities for free.

You can install the Coveo for Salesforce Free edition by downloading and installing the Coveo application from the Salesforce AppExchange. [more]

Get Started More Easily With Coveo for Salesforce

Creating a new Coveo Cloud organization is now easier than before with more intuitive configuration steps that automatically index your Salesforce content. [more]

sfint-whatsnew-chooseEnterprise

sfint-whatsnew-reduceLongQueries

Improve Relevancy in the Case Creation Component

You can now select the Reduce long queries by filtering irrelevant terms check box when you create a Coveo Machine Learning Automatic Relevance Tuning model to learn to extract only the relevant words from a long user input such as a description in a support case creation page and use only these relevant words in a query sent to suggest more relevant solutions to the user issue. [more]

Implement the New Thumbnail Result Template Component

Take advantage of the new default result templates featuring the thumbnail component to offer more engaging search results such as email search results with author faces.

sfint-whatsnew-resulttemplates

Support for Salesforce Spring ‘17 Edition

Coveo for Salesforce now supports Salesforce Spring ‘17, the latest Salesforce update. [more]

January 19, 2017 Update

Usage Analytics (Coveo Cloud V2 Only)

NewFeature-AnalyticsTab

Review Configurable Licensing Limits

You can now use the Analytics tab of the Settings page to review the usage analytics limits of your Coveo Cloud organization such as the maximal number of reports and data exports that your organization can contain. You can contact Coveo Support to upgrade your license. [more]

Receive Email Alerts After License Limit Hits

Your Coveo Cloud organization contact now receives an email alert when a usage analytics limit of your organization license is reached. You can change the organization contact and turn off email notifications in the Organization tab of the Settings page. [more]

January 16, 2017 Update

Search API

WhatsNewJan16Wildcards

Use Wildcards and Phrase match in Queries Without Enabling the Query Syntax

  • You can now enable the usage of the * and ? wildcard characters in user queries without having to enable the Coveo query syntax. [more]

  • You can now use phrase match (" ") in user queries even if you disable the Coveo query syntax. [more]