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 an Exchange Enterprise Source
Your users’ email messages are received in and sent from Microsoft Exchange mailboxes. Administrators and content managers can add an Exchange Enterprise source to a Coveo Cloud organization to make the content of Exchange Online or on-premises Exchange mailboxes searchable (messages, conversations, contacts, attachments, and archives). When the source is secured, each user can see and search their content only (see Secured). The source starts a refresh every 30 minutes to retrieve content changes (additions, modifications, or deletions) so that they become searchable shortly after.
Source Features Summary
|Exchange version||2010, 2013, 2016, and Online||(For Exchange Online only) Following available Exchange Online releases|
|Searchable content types||Emails, attachments, and events|
|Content security options||Secured|
Add or Edit an Exchange Enterprise Source
Create a Microsoft Exchange crawling account, i.e., an account that is able to access the desired Exchange content.
While you can use an existing account that meets the requirements, you should create an Exchange account dedicated to Coveo Cloud V2. If you must occasionally or regularly change the account password, ensure to immediately also change the password in the Coveo Cloud V2 source configuration to prevent source update issues (see Authentication Section).
Depending on your setup:
Exchange Online instance and cloud-based users (see Add Cloud-Based Users)
The account you create to crawl your content must have at least the following directory roles:
This account can be the same Office 365 administrator account that used for step 2.
Exchange on-premises instance and federated users
The crawling account you create must have full read access to all the Exchange content that you want to make searchable (see Setting up a Full Read Microsoft Exchange On-Premises Account).
Use an Office 365 administrator account to authorize Coveo Cloud V2 to access the Exchange mailboxes of your Azure Active Directory (AD) users (see Authorizing Coveo Cloud V2 to Access the Exchange Mailboxes of Your Azure AD Users).
If not already in the Add/Edit an Exchange Enterprise Source panel, go to the panel:
To add a source, in the main menu, under Content, select Sources > Add Source button > Exchange > Exchange Enterprise.
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).
The base URL of the Exchange instance of which you want to include the content in Coveo Cloud V2. Make sure to include the address protocol.
- To include all mailboxes:
- To include the mailbox of a certain user:
- To retrieve all public folders:
- To include all mailboxes:
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 by whom the Exchange mailbox content can be searched (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.
Secured: Only users authenticated in the search interface will see the source items for which they have read permission.
In the Authentication section, to include the content of your Exchange enterprise mailboxes, you must provide authentication information:
Under Exchange parameters, enter the Email address and Password of your Microsoft Exchange crawling account (see step 1).
Under Azure AD parameters, enter the Client ID, Client key, Graph API endpoint, and OAuth 2.0 token endpoint required to authorize Coveo Cloud to access the Exchange mailboxes of your Azure AD users (see Authorizing Coveo Cloud V2 to Access the Exchange Mailboxes of Your Azure AD Users).
In the Content to Include section, clear the Archive check box if archive mailboxes should not be retrieved.
- 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 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).
If you created a dedicated crawling account and set your source as Secured, you might not be able to see any content in the Content Browser, as your crawling account may not have any content directly associated to it.
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 30 minutes.