Add or Edit a Jive Server Source

Ensure your Jive server meets the source requirements (see Requirements).

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

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

  OR

• To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.

In the Configuration tab:

1. Under Supported Versions, check if your version of Jive is supported.

2. Under Content Update and Security Requirement:

   1. If you are using a supported Jive version, download the Coveo plugin for Jive by clicking Download Plugin and then install the plugin on your Jive server (see Installing the Coveo Plugin for Jive).

      If you use an unsupported Jive version (6.2 to 7.x), you have to download the following plugin:

      Coveo plugin for Jive 6.2 to 7.0

      If you want to include permissions and perform source refreshes, you must install the Coveo plugin for Jive on your Jive server (see Source Features Summary).

   2. 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).

        Jive-Community

      • Character optical recognition (OCR)

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

      • Instance URL

        The web address of the Jive instance that you want to index.

        https://<jiveServer>

      • Starting community

        (Optional) The URL of a Jive Community where the crawling begins.

        • Only communities (also known as spaces) under the starting community are indexed.

        • By default, the root community (also known as root space) is used.

        • Content outside the starting community can be indexed if you select the following options in the Content to include section (see Content to include section):

          • Include projects

          • Include social groups (also known as groups)

          • Include system blogs

          • Include people

      • 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 Multiple 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 by whom the Jive Community content is searchable (see Content Security). Your options are:

        • Private: Only the source creator will be able to find the source content in the search interface. They must however authenticate to the search interface with the identity with which they created the source.

        • Shared: Everyone will be able to find the source content in the search interface.

        • Secured: Only users authenticated in the search interface will see the source items for which they have read permission.

          If you want to create a secured source to use with the Coveo On-Premises Crawling Module, contact the Coveo Support team (see Coveo On-Premises Crawling Module).

      • Allow anonymous access

        Select to map the Everyone group in Jive to the Everyone group of the Email identity security provider.

        When selected, all users (authenticated and anonymous) can see the Jive content allowed to Jive Everyone in search results.

In the Authentication section, provide authentication information:

• Username

  Enter the Jive account with Full Access permissions to the Jive instance.

• Password

  Type in the corresponding password.

In the Content to Include section, consider changing the default value of the settings in this section when you want to fine-tune how your Jive instance is crawled.

• Turn off one or more of the following settings when you want to prevent specific Jive places from being included in the index:

  • Communities (also known as spaces)

  • Projects

  • Social groups (also known as groups)

  • System blogs

• Optionally turn on the following option:

  • People

    Includes user profiles, personal blogs, and private items (items and discussions). Private messages (also known as direct messages) are not included.

    Since Coveo cannot index content permissions, it is STRONGLY recommended NOT to enable the Include people setting. Private information could then be disclosed, even if private messages are not indexed. Also, turning on this setting significantly increases the crawling time. If you need to index people content, you should create a separate source and only turn on the Include people setting.

  • Published items only

    Includes Jive items for which the status is Published. Items with other statuses (such as Draft, Scheduled, Awaiting Moderation, Rejected, Abuse Hidden, Abuse Visible, Archived, Expired, Pending Approval, Deleted, Processing, Error, Unknown) are not included.

    Source refresh catches Jive item status changes and respects the configuration of this parameter.

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.

  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 Jive 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).