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 organization. In a Coveo-powered search interface, the source content is accessible to either everyone, the source creator only, or specific users as determined by source permissions (see Content Security).

Source Key Characteristics

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.

Coveo has dropped support for sources indexing Jive 6, 7, or 8 content, but these sources are typically still operational (see Support for Older System Versions).

Jive Administrator Account

When you want to include Jive permissions, you must create a specific Jive administrator account with Full Access permissions that’s 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.

Add or Edit a Jive Server Source

Before you start, ensure that your Jive instance meets the source requirements.

When adding a source, select the Jive Server option with the appropriate content retrieval method, depending on whether you need to use the Coveo On-Premises Crawling Module to retrieve your content.

To edit a source, on the Sources page, click the desired source, and then, in the Action bar, click Edit.

“Configuration” Tab

In the Add/Edit a Jive Server Source panel, the Configuration tab is selected by default. It contains your source’s general and authentication information, as well as other parameters.

General Information

Content Update and Security Requirement

Download and install the Coveo Jive plugin if you intend to select the Determined by source permissions content security option.

Source Name

Enter a name for your source.

Instance URL

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

Starting Community

Optionally, enter the URL of a Jive Community where the crawling should begin. Coveo indexes the content of the communities (also known as spaces) under the starting community.

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

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. If you change the Crawling Module instance paired with your source, a successful rebuild is required for your change to apply.

Character Optical Recognition (OCR)

Check this box if you want Coveo Cloud to extract text from image files or PDF files containing images. OCR-extracted text is processed as item data, meaning that it’s fully searchable and will appear in the item Quick View. See Enable Optical Character Recognition for details on this feature.

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 isn’t visible and you have no decision to make.

Allow Anonymous Access

Check this box to map the Everyone group in Jive to the Everyone group of the Email security identity provider.

“Authentication” Section

Enter the credentials of a Jive account with Full Access permissions to the Jive instance. See Source Credentials Leading Practices.

“Content to Include” Section

This section allows you to specify whether you want to index some additional types of content. Communities (also known as spaces), projects, social groups (also known as groups), and system blogs are indexed by default.

People

Check the People box to index user profiles, personal blogs, and private items (items and discussions). Private messages (also known as direct messages) aren’t included.

Published Items Only

Check this box if you want to index only the items whose status is Published.

Active Directory Permissions

This option is available with Crawling Module sources only. If you’re creating or editing an source of type On-Premises, skip to “Content Security” tab.

When you check this box and provide the required Active Directory information in the fields that appear, Active Directory permissions are indexed and replicated in your search interface.

For this option to be enforced, you must also select the Determined by source permissions option in the Content Security tab.

Active Directory Username and Active Directory Password

Enter credentials to grant Coveo Cloud access to your Active Directory.

Expand Well-Known SIDs

Check this box if you want the users included in your Active Directory well-known security identifiers to be granted access to the indexed content. Expect an increase in the duration of the security identity provider refresh operation. Supported well-known SIDs are: Everyone, Authenticated Users, Domain Admins, Domain Users, and Anonymous Users.

Enable TLS

Check this box to use a TLS protocol to retrieve your security identities. If you do, we strongly recommend selecting StartTLS if you can. Since LDAPS is a much older protocol, you should only select this value if StartTLS is incompatible with your environment.

Email Attributes

By default, Coveo Cloud retrieves the email address associated to each security identity from the mail attribute. Optionally, you can specify additional or different attributes to check. Should an attribute contain more than one value, Coveo Cloud uses the first one.

“Content Security” Tab

Select who will be able to access the source items through a Coveo-powered search interface. For details on this parameter, see Content Security.

“Access” Tab

In the Access tab, determine whether each group and API key can view or edit the source configuration (see Resource Access):

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.

Completion

1. Finish adding or editing your source:

   • 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, click Add Source/Save.

     To add the source content or to make your changes effective, on the Sources page, you must click Start initial build or Start required rebuild in the source Status column.

     OR

   • When you’re done editing the source and want to make changes effective, click Add and Build Source/Save and Rebuild Source.

     Back on the Sources page, you can review the progress of your source addition or modification.

   Once the source is built or rebuilt, you can review its content in the Content Browser.

2. Optionally, consider editing or adding mappings.

   You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).

What’s Next?

• Adapt the source update schedule to your needs.

• If you encounter issues, modifying the default values of hidden source parameters may help resolve them.

• If you’re using the Crawling Module to retrieve your content, consider subscribing to deactivation notifications to receive an alert when a Crawling Module component becomes obsolete and stops the content crawling process.