Edit a Source Schedule

Administrators and content managers can use the Edit a Source Schedule panel to program automatic source updates (see Built-In Groups).

There are three types of source updates (see Refresh VS Rescan VS Rebuild). As an administrator or a content manager, you can create schedules for refreshes and rescans, but not for rebuilds.

Typically, a rebuild is only necessary following a source configuration change that affects the indexed content. When needed, you can start a rebuild manually (see Refresh, Rescan, or Rebuild Sources).

Leading Practices

  • Optimize source schedule intervals to keep search results as fresh as possible relative to the original items while minimizing the impact on your source system.

  • For refreshes, when available:

    Select a time interval that is of the order of magnitude of the rate at which items change in the source.

    • For a Jive Cloud source in which many active users from several teams collaborate and where some discussions, items, or posts change or are added every hour, select minutely every 15 minutes to make these changes searchable shortly after they have been saved.

    • For a relatively stable Web source where only a few pages are added, modified, or deleted each week, select Daily and set an appropriate time such as during off-peak hours.

    • For permanently static legacy content in an Amazon S3 source where no item will ever change, disable refreshes.

  • For rescans:

    • Preferably during off-peak time periods to minimize performance impact for users.

    • Typically once a week as a safety net to catch corner cases that could be missed by refreshes.

    • If refresh is not available or is severely limited, once or a few times a day depending on the content rate of change.

  • Turn off source updates for unused or test sources. Doing so optimizes performance and prevents misusing resources.

Access the “Edit a Source Schedule” Panel

  1. If not already done, log in to the Coveo Cloud platform as a member of a group with the required privileges to manage sources in the target Coveo Cloud organization.

  2. In the main menu on the left, under Content, select Sources.

  3. On the Sources page, click the desired source.

  4. In the Action bar, click More, and then click Manage Schedules.

Configure Source Schedules

  1. Access the “Edit a Source Schedule” Panel.

  2. In the Edit a Source Schedule: [Source Name] panel, enable the update types for which you want to configure schedules:

    • Refresh to retrieve the latest item changes.

      • Not all sources support refresh.

      • Some sources supporting refresh may have limitations (often due to system API limitations) such as not catching deleted items or item permission changes.

    • Rescan to rescan all items for changes.

  3. For each enabled update type, select a recurrence, and then a frequency:

    • If you choose Minutely, choose whether your source should be updated every 5, 10, 15, 20, or 30 minutes.

    • If you choose Hourly, choose whether your source should be updated every 1, 2, 3, 4, 6, 8, or 12 hours.

    • If you choose Daily, enter the UTC time at which your source should be updated.

    • If you choose Weekly, select the days on which your source should be updated, and enter the desired UTC update time.

    • If you choose Monthly, specify that your source should be updated every n months, on the nth day of the month at hh:mm AM/PM UTC time.

  4. Click Update Schedule.