Add or Edit a Source
- 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 Google Drive Source
Google Drive is a cloud-based file storage and synchronization service designed to store, share, and edit files with colleagues. Administrators and content managers can add the content of a personal Google Drive account to a Coveo Cloud organization. By default, a personal Google Drive source starts a refresh every day to index Google Drive file changes (additions, modifications, or deletions).
By default, Coveo Cloud indexes Google Drive files to make them searchable only by the source creator. However, members with the required privileges could use the View all content option in the Content Browser to see personal Google Drive content (see Browse All the Content of Your Organization Index and Content Security). They could also switch source content security parameter to Shared, which would allow any user (authenticated or not) that can access a given search interface to see the source content. It is thus recommended to only create personal Google Drive sources for Google Drives that contain no sensitive data.
When you create the source, you authorize the Coveo organization to read your Google account using OAuth 2.0, a protocol that authorizes access without giving your password.
You can always revoke the Coveo organization OAuth 2.0 authorization (
Coveo Cloud platform) from your Google account (see the Google item Revoke third-party access to your account information).
Source Features Summary
|Google Drive version||Latest cloud version||Following available Google Drive releases|
|Searchable content type||Files|
|Content security options||Secured|
Perform OAuth Protocol With Another Google Account
When you want to create a source using a Google account that is not in your company’s domain or simply not the account you are currently signed in with:
By default, the source content will be available only to you, the source creator.
In the Add a Source of Searchable Content panel (main menu, under Content, select Sources > Add Source button), click Google Drive, and then Google Drive (personal).
In the Request for Permission dialog that appears, in the top right corner, click the drop-down menu, and then click Add Account.
In the Sign In dialog, enter the email and password of the user whose Google Drive content you want to make searchable.
Back in the Request for Permission dialog, click Allow.
Add or Edit a Google Drive Personal Source
Ensure you are signed in with a Google account that is from the same domain as the Google Drive content you want to include (see Perform OAuth Protocol With Another Google Account).
If not already in the Add/Edit a Google Drive Source panel, go to the panel:
To add a source, in the main menu, under Content, select Sources > Add Source button > Google Drive, and then Google Drive (personal).
To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.
In the Configuration tab, enter appropriate values for the available parameters:
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
User email (non-editable text area)
The email of the user whose Google Drive you want to make searchable and with which you performed the OAuth 2.0 protocol the first time.
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).
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.
Select who should be able to access the source content through a Coveo search (see Content Security). Your options are:
- Shared: Everyone will be able to find the source content in the search interface.
- 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.
In the Content to Include section, consider selecting the following options:
Select this option check box when you want to include custom properties that Google applications or your custom applications added on items.
Including custom properties significantly increases communication traffic between the source and the Google Drive. This, in turn, significantly increases crawling time.
Select this option check box when you want to include the items in the chosen Google Drive trash.
- 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.
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).
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 that 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.
Click Add and Build Source/Save and Rebuild Source when you are done editing the source and want to make changes effective.
Once the source is built or rebuilt, you can review its content in the Content Browser (see Inspect Items With the Content Browser).
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 day.