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Add or Edit a Source Using One of the Available Connectors
- Amazon S3 Source
- Box (Personal) Source
- Box Business Source
- Confluence Cloud 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 365 Source
- OneDrive for Business Source
- OTCS Source
- Push Source
- RSS Source
- Salesforce Source
- ServiceNow 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 a Jive Server Source
Members of the Administrators and Content Managers built-in groups can add the content of a Jive community to a Coveo Cloud organization. The source can be shared or private (see Content Security).
By default, a Jive Server source starts a refresh every hour to index Jive Server file changes (additions, modifications, or deletions).
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While most of the parameters can be configured through the Add/Edit a Jive Server Source panel, other parameters, such as rarely used parameters or new parameters that are not yet editable through the user interface, can only be changed or added in the JSON configuration (see Edit a Source JSON Configuration, Add a Hidden Source Parameter, and Jive Source JSON Modification).
If you have issues with file download requests timing out too early for larger files, you may want to add a
RequestTimeout
hidden parameter in the source JSON. -
Source refresh limitations that require you to configure source rescans or rebuilds (see Edit a Source Schedule):
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Due to a Jive REST API limitation, only changes to the first level of comments on items and replies on discussions are captured by a refresh, meaning that comments on comments and replies on replies cannot currently be retrieved.
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Since the Jive REST API does not provide the list of deleted File items, a refresh does not take the deletion of File items into account.
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Source Features Summary
Features | Supported | Additional information | |
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Jive version | 9 | ||
Searchable content types |
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Content update | Refresh |
Rescan or rebuild needed to retrieve (due to Jive REST API limitations):
The Coveo plugin is required to:
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Rescan | |||
Rebuild | |||
Content security options | Secured |
Requires the Coveo plugin. |
|
Private | |||
Shared |
Requirements
Before configuring your source, you must ensure that your Jive instance is ready to work with Coveo Cloud.
Supported Jive Version
The source supports Jive 9.
Deprecated support versions: 6, 7, and 8 (see Repository Version Support Deprecation)
Jive Administrator Account
When you want to include Jive permissions, you must create a specific Jive administrator account with Full Access permissions that is only used for the source.
Jive Server Accessible to Coveo Cloud
When the access to communication ports between Coveo Cloud and the Jive server is restricted, the appropriate port(s) must be opened in the network infrastructure such as in firewalls to allow Coveo Cloud to access the content.
At least, the following ports must be opened:
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443: standard port for secured internet connections (HTTPS)
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8080: Jive default port
Add or Edit a Jive Server Source
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Ensure your Jive server meets the source requirements (see Requirements).
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If not already in the Add/Edit a Jive Server Source panel, go to the panel:
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To add a source, in the main menu, under Content, select Sources > Add Source button > Jive > Jive Server.
OR
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To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.
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In the Configuration tab:
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Under Supported Versions, check if your version of Jive is supported.
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Under Content Update and Security Requirement:
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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:
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).
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Enter appropriate values for the available parameters:
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Source name
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
Jive-Community
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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.
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Instance URL
The web address of the Jive instance that you want to index.
https://<jiveServer>
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Starting community
(Optional) The URL of a Jive Community where the crawling begins.
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Only communities (also known as spaces) under the starting community are indexed.
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By default, the root community (also known as root space) is used.
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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):
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Include projects
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Include social groups (also known as groups)
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Include system blogs
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Include people
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Paired Crawling Module
If your source is a Crawling Module source and if you have more than one Crawling Module linked to this organization, select the one with which you want to pair your source (see Deploying Multiple Crawling Modules). If you change the Crawling Module instance with which your source is paired, you must rebuild your source.
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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.
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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.
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Content security
Select a content security option to determine who can see items from this source in a search interface.
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).
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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.
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In the Authentication section, provide authentication information:
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Username
Enter the Jive account with Full Access permissions to the Jive instance.
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Password
Type in the corresponding password.
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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.
By default, all Jive content is indexed, regardless of its status (except private users content under the Jive Community domain).
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Turn off one or more of the following settings when you want to prevent specific Jive places from being included in the index:
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Communities (also known as spaces)
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Projects
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Social groups (also known as groups)
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System blogs
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Optionally turn on the following option:
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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.
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Published items only
Includes Jive items for which the status is
Published
. Items with other statuses (such asDraft
,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.
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- In the Access tab, determine whether each group and API key can view or edit the source configuration (see Understanding Resource Access):
- 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.
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Optionally, consider editing or adding mappings (see Adding and Managing Source Mappings).
You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).
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Complete your source addition or edition:
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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
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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).
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What’s Next?
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Review your source update schedule and optionally change it so that it better fits your needs (see Edit a Source Schedule). By default, your content is refreshed every hour.
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If you encounter issues, verify if modifying the default value of hidden source parameters can help resolve the problems (see Jive Source JSON Modification).