- Amazon S3 Source
- Box Business Source
- Catalog Source
- Confluence Cloud Source
- Confluence Server Source
- Database Source
- Dropbox Business Source
- Exchange Enterprise Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Server Source
- Jive Cloud Source
- Jive Server Source
- Khoros Community Source
- Microsoft Dynamics 365 Source
- OneDrive for Business Source
- Push Source
- RSS Source
- Salesforce Source
- ServiceNow Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Slack Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
- Connector Building Best Practices
Add or Edit a Database Source
For example, your company developer may have created a custom database to manage the parts used in your facilities, their location in your warehouse, and purchase orders. You could decide to index data regarding purchase orders only so that your buyers can find this content via your Coveo-powered search page.
Source Key Characteristics
Add or Edit a Database Source
Before you start, ensure that the Coveo On-Premises Crawling Module is installed on a server that has access to the database of which you want to retrieve the content. Both servers must use the same time zone to prevent indexing timing issues.
Then, to add a source, in the Add a source of content panel, click the Crawling Module tab, and then click Database.
In the Add/Edit a Database Source subpage, the Configuration tab is selected by default. It contains your source’s general and authentication information, as well as other parameters.
If you have not already installed the Coveo On-Premises Crawling Module on a server that has access to the database of which you want to retrieve the content, click Download Crawling Module to do so.
Enter a name for your source.
A source name can’t be modified once it’s saved, therefore be sure to use a short and descriptive name, using letters, numbers, hyphens (
Enter your database connection parameters. Since the connection string syntax differs from one database type to another, you might want to see The Connection Strings Reference for details.
Since connection strings aren’t encrypted, they should never contain credentials in plain text.
Use the tokens
Hiding password and user ID using tokens:
Data Source=mydatabase.mycompany.com;Initial Catalog=MyDatabase;User Id=@uid;Password=@pwd
Enter the table or view object names that you intend to index. You will later define them in the database configuration.
Select the software driver that provides access to your database.
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)
If you want Coveo to extract text from image files or PDF files containing images, check the appropriate box. 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.
When adding a source, if you have more than one logical 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 isn’t visible and you have no decision to make.
Enter the Username and Password of a dedicated user account that has access to the content you want to index. See Source Credentials Leading Practices. Then, select one of the following options from the drop-down list:
Select this option to authenticate users based on the credentials stored in the connection string.
Active Directory on-premises
Select this option to secure your database content using the Active Directory identities in the XML configuration.
To enforce this feature, you must:
If you selected Active Directory on-premises, you must also fill the Active Directory username and Active Directory password fields that appear since this option won’t work with only the dedicated user credentials. If you selected Native, skip to “Content Security” Tab.
Active Directory Username and Active Directory Password
Enter credentials to grant Coveo access to your Active Directory.
Expand Well-Known SIDs
Select this option if you want the users that are 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:
Domain Users, and
Select this option 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.
By default, Coveo retrieves the email address associated to each security identity from the
"Database Configuration" Section
In the XML configuration box, enter a XML-formatted configuration consisting of queries against your database to retrieve and copy the data from record fields to Coveo fields. This configuration should contain only read queries, or else you could make unwanted changes to your database.
"Content Security" Tab
In the Access tab, set whether each group and API key can view or edit the source configuration (see Resource Access):
If available, in the left pane, click Groups or API Keys to select the appropriate list.
In the Access Level column for groups or API keys with access to source content, select View or Edit.
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.
On the Sources page, you must click Launch build or Start required rebuild in the source Status column to add the source content or to make your changes effective, respectively.
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.
See XML Configuration Further Configuration for options you can implement to make your source more efficient.
If you encounter database timeout errors, you may want to edit the source JSON configuration and set the
CommandTimeouthidden parameter value to
600seconds in the
If the issue persists, you can either increase the parameter value or use paged SQL queries instead.
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.