- 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 an Exchange Enterprise Source
Coveo will deprecate Exchange Enterprise sources on February 17, 2022. Any existing sources will remain operational until then. However, Exchange Enterprise sources can’t be added in organizations created in August 2021 or later.
Your users’ email messages are received in and sent from Microsoft Exchange mailboxes. Members of the Administrators and Content Managers built-in groups can add an Exchange Enterprise source to a Coveo organization to make the content of Exchange Online or on-premises Exchange mailboxes searchable (messages, conversations, contacts, attachments, and archives). When you select the Determined by source permissions content security option, each user can see and search their content only through a Coveo-powered search interface.
Source Key Characteristics
|Exchange version||2010, 2013, 2016, and Online||(For Exchange Online only) Following available Exchange Online releases|
|Searchable content types||Emails, attachments, and events|
|Content update operations||Refresh||Takes place every three hours by default.|
|Content security options||Determined by source permissions||This option is available with Exchange Online only.|
Create a Crawling Account
To allow Coveo Cloud to retrieve your Exchange Enterprise content, you must create a Microsoft Exchange crawling account that can access the Exchange content you want to index. See Source Credentials Leading Practices.
While you can use an existing account that meets the requirements, we recommend you create an Exchange account dedicated to Coveo Cloud. However, if you select the Determined by source permissions option in the Content Security tab, you might not be able to see this source’s content in the Content Browser, as your dedicated crawling account may not have any content directly associated to it.
If you ever change the account password, ensure to immediately update the password in the source configuration to prevent source update issues.
If you have an Exchange Online instance and cloud-based users, the account you create to crawl your content must have at least the following directory roles:
If you have an Exchange on-premises instance and federated users, the crawling account you create must have full read access to the Exchange content that you want to make searchable. See Setting up a Full Read Microsoft Exchange On-Premises Account for further information.
Add or Edit an Exchange Enterprise Source
Before you start:
Authorize Coveo Cloud to access the Exchange mailboxes of your Azure Active Directory (AD) users. To do so, you need an Office 365 administrator account. This account can be the crawling account you created.
Then, to add a source, in the Add a source of content panel, click the On-Premises tab, and then click Exchange Enterprise.
In the Add/Edit a Exchange Enterprise Source panel, the Configuration tab is selected by default. It contains your source’s general and authentication information, as well as other parameters.
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 (
-), and underscores (
_). Avoid spaces and other special characters.
Enter the base URL of the Exchange instance that you want to make searchable. Ensure to include the protocol (
To index all mailboxes:
To index the mailbox of a single user:
To index all public folders:
Character Optical Recognition (OCR)
If you want Coveo Cloud 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 (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.
Under Azure AD parameters, paste the values you copied while creating your Azure Active Directory application:
Under Client ID, enter your Application (client) ID.
Under Client key, enter your client secret.
Under Graph API endpoint, enter
https://graph.windows.net/followed by your Directory (tenant) ID.
Under OAuth 2.0 token endpoint, enter your OAuth 2.0 Token Endpoint (V1).
“Content to Include” Section
Clear the Archive check box if you don’t want to index archive mailboxes.
“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.
In the Access tab, determine whether each group and API key can view or edit the source configuration (see 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.
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 Launch build or Start required rebuild in the source Status column.
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.
Optionally, consider editing or adding mappings.
You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).