Add or Edit a Jive Cloud Source

Members of the Administrators and Content Managers built-in groups can add the content of a Jive Cloud community to a Coveo Cloud organization. In a Coveo-powered search interface, the source content is accessible to either everyone or the source creator only (see Content Security).

Since plugins can’t be installed in Jive Cloud, Coveo Cloud can’t index permissions for this content. By default, a Jive Cloud source starts a refresh every hour to index Jive file changes (additions, modifications, or deletions).

  • Since the refreshes don’t take into account recently deleted Jive items (among other things), a source rescan or rebuild is required to capture all source content changes (see Edit a Source Schedule).

  • While most of the parameters can be configured through the Add/Edit a Jive Cloud Source panel, other parameters, such as rarely used parameters or new parameters that aren’t 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 parameters section of the source JSON configuration.

Source Features Summary

Features Supported Additional information
Jive Cloud version Latest cloud version Following available Jive Cloud releases
Searchable content types
  • Communities (also known as Spaces), social groups (also known as groups), projects, people and their profile, items (private and public), discussions (private and public), blog posts (for spaces, projects, users, groups and system blogs), announcements, polls, comments (for items, blog posts, and polls), attachments (for items, blog posts, and discussions), ideas (private and public), and videos (private and public).

  • Support tags and categories.

Content update Refresh

Rescan or rebuild needed to retrieve:

  • Comments on comments and replies on replies (Jive REST API limitation)

  • Deleted file items (Jive REST API limitation)

  • Recently deleted Jive items

  • Properly refresh discussions

Rescan
Rebuild
Content security options Determined by source permissions

Source creator
Everyone

Add or Edit a Jive Cloud Source

  1. If not already in the Add/Edit a Jive Cloud Source panel, access the panel:

    • To add a source, in the main menu, under Content, select Sources > Add Source button > Jive > Jive Cloud.

      OR

    • To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.

  2. In the Configuration tab, enter appropriate values for the available parameters:

    • Source name

      A descriptive name for your source under 255 characters (not already in use for another source in this organization).

      Jive-Cloud-Community

    • Instance URL

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

      https://<jiveServer>

    • Starting community

      (Optional) The URL of a Jive Cloud Community where the crawling begins.

      • Only communities (also known as spaces) under the starting community are indexed.

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

      • 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):

        • Include projects

        • Include social groups (also known as groups)

        • Include system blogs

        • Include people

    • Exclude unpublished items

      Select this check box when you want unpublished items to be excluded.

      Selecting the check box only include Jive Cloud items with the status Published. Items with another status ( Draft, Scheduled, Awaiting Moderation, Rejected, Abuse Hidden, Abuse Visible, Archived, Expired, Pending Approval, Deleted, Processing, Error, Unknown) aren’t included.

    • 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’s 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.

    • 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.

      • 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 can’t switch to a different index.

    • 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 Cloud content allowed to Jive Everyone in search results.

  3. In the Authentication section, provide authentication information.

    • Username

      Enter the Jive account with Full Access permissions to the Jive Cloud instance.

    • Password

      Type in the corresponding password.

  4. 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 Cloud instance is crawled.

    By default, all Jive Cloud content is included, regardless of its status (except private users content under the Jive Community domain).

    • Turn off one or more of the following settings when you want to prevent specific Jive Cloud places from being included in the index:

      • Include communities (also known as spaces)

      • Include projects

      • Include social groups (also known as groups)

      • Include system blogs

    • Optionally turn on the following option:

      • Include people

        Indexes user profiles, personal blogs, and private items (items and discussions). Private messages (also known as direct messages) aren’t included.

        Since Coveo can’t index content permissions, we strongly recommend that you do NOT to enable the Include people setting. Private information could then be disclosed, even if private messages aren’t 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.

  5. In the 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.

  6. In the Access tab, determine whether each group and API key can view or edit the source configuration (see Understanding 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.

    If you remove the Edit access level from all the groups of which you’re a member, you won’t 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.

  7. 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).

  8. 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 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

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

      Back on the Sources page, you can review the progress of your Jive Cloud 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).

What’s Next?

  • 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.

  • If you encounter issues, verify if modifying the default value of hidden source parameters can help resolve the problems (see Jive Source JSON Modification).

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