Inspect Items With the Content Browser

The Content Browser page, essentially a search interface, allows you to filter and inspect the searchable content available from your Coveo Cloud organization. This page is particularly useful to validate changes made to your organization and to troubleshoot issues.

  • When a query does not match any existing query pipeline rules in your organization, the Content Browser uses the default query pipeline configuration (see Set a query pipeline as the default one). You can always force the Content Browser to use a specific pipeline (see Test a Query Pipeline).

    You have a rule in a query pipeline that applies when matching a specific query and that exact query is performed, then the Context Browser uses that pipeline instead of the default one.

  • The Content Browser page allows you not only to view your entire organization content, but also to view the content visible to a specific security identity for troubleshooting purposes (see Search as an Identity).

Browse All the Content of Your Organization Index

In the Content Browser search results list, members only see source items that they are authorized to see, respecting item permissions and preventing the disclosure of potentially sensitive content (see Content Security and Managing Security Identities).

  • When a source just finished being built or rebuilt, it may take several minutes for the index to process the transactions before new or modified source content is visible and searchable in the Content Browser.

  • If Content Browser facets are not displayed or show an abnormal behavior, the facet cache update may be delayed by a high-demanding index operation of greater priority, such as the indexing process or a backup. The facet should show a normal behavior within an hour; if not, contact the Coveo Support team.

  • With Coveo for Salesforce Free, the Content Browser only queries a small part of your Salesforce index by default to reduce the load on your environment. The search bar is still fully functional, and as such, the following query can be used to browse your Salesforce items in your Coveo Cloud organization:

      @objecttype==(Account, KnowledgeArticleVersion, Case, Contact, FeedItem, ContentDocument, Lead, Opportunity, User) (NOT @sftype==(ContentPost,CollaborationGroupCreated,CreateRecordEvent))
    

When you are a member of the Administrators built-in group (having the View all content privilege enabled), by default you will also see only search results for source items that you are authorized to see. This means that you may not see some items of a source or even entire sources. As a member of the Administrators group, to allow you to troubleshoot search issues, you can however temporarily bypass these item permissions as follows:

  1. On the Content Browser page, next to the search box, select the settings (Icon-Settings) icon, and then select Preferences.

  2. In the Preferences panel, under Advanced Settings, select the View all content check box.

If you leave and come back to the Content Browser page, the View all content check box is cleared.

Test a Query Pipeline

The Content Browser can use a specific query pipeline to investigate issues or validate changes.

  1. On the Content Browser page, in the top-right corner, click the Pipeline drop-down menu, and then select the query pipeline that you want to test.

  2. Perform queries to validate the behavior of this specific pipeline.

Narrow Search Results

On the Content Browser page, take advantage of the following search interface features to filter searchable items from your organization:

Once you are done with the filters, you can bookmark the web page or copy/paste the URL in the place of your choice to be able to later access the same state of the Content Browser.

  • Use facets

    • Select items in facets to narrow your search to these items.

    • Exclude facet items to narrow your search to all items but those. To do so, hover over the area to the left of the item number and click the X button that appears.

      Admin-ContentBrowserExcludeFacet

    • Click the facet Settings icon (Icon-Settings) to change how facet values are sorted. You can sort by:

      • Occurrences: the number of results referenced by each facet value

      • Score: the relevance score of the results referenced by each facet value

        The relevance score is established by a formula that gives more points to a facet value depending on the position of the items the value references in the search results.

        A facet value matching one item that appears as the first result has a better score than a facet value matching 100 items that appear after the first 1000 results.

      • Label: the starting character of each facet value (alphanumerically)

      When applicable, you can also customize the sorting order (Ascending or Descending).

  • Use the search box

    Enter appropriate keywords in the search box to only show items containing specific keywords.

  • Select the index of which you want to browse the content

    See Index under Content Browser Preferences.

Inspect Search Result Items

On the Content Browser page, use the following search interface features to inspect returned items:

  • Look at the title and the excerpt in which searched keywords are highlighted.

  • Look at the item card to identify useful information such as the item URI, and indexing and creation date.

  • Click the item title or select the item card, and then in the Action bar, click Open to open the item directly in its original system.

    You leave the Coveo Cloud administration console when you perform this action.

  • Double-click an item card or select a card, and then in the Action bar, click Properties to see:

    • the whole content included for the item;

    • all fields and their values for the item;

    • item permissions.

  • Select an item card, and then click Open in Log Browser to see the log entries associated to this item (see Review Item Logs).

  • Debug panel

    Hold the Alt key and double-click anywhere on a result to bring the Debug pop-up panel where you can see much more information about the item such as ranking information (see Using the JavaScript Search Debug Panel).

    Close the Debug panel by clicking its header or outside the panel.

  • Customize how search results are opened and create filters (see Results filtering expressions).

    You only want to look at search results from year 2016 or later.

  • View, copy, and share the complete query sent to the Coveo Cloud server in the Share Query panel, which can be reached by clicking the settings (Icon-Settings) icon next to the search box, and then selecting Share Query.

  • Export search results to a Microsoft Excel spreadsheet

    The Export to Excel feature creates a spreadsheet (.xlsx) in which each row is a search result (starting with the top ones) and each column is the content of one field.

    This feature is useful to easily compare the value of one or more fields in parallel for several results. You can also use the feature to quickly create lists of any values that can be searched for.

    1. Perform a search for which you want to export search results.

    2. On the right of the search box, click the settings (Icon-Settings) icon, and then select Export to Excel.

      A spreadsheet file containing the search results of the current search page (typically 10 results) is downloaded.

    3. Open the file using Microsoft Excel or another compatible application.

    4. Export more results:

      1. Select the next search results page using the pager section at the bottom of the search results.

      2. Export the new search results page.

      3. Open the exported file, and then copy and append its content at the end of the previous one.

Content Browser Preferences

On the Content Browser page, the Preferences panel allows you to enable additional page options.

To access this panel, in the right of the search box, click the Settings (Icon-Settings) icon, and then select Preferences.

Options are the following:

  • Open in Outlook (when possible)

    When Microsoft Outlook is installed on your device, select this option to open Microsoft Exchange email search results that you click in Outlook. When this check box is not selected, the email message rather opens in Outlook Web App (OWA).

    The configuration of a search interface such as one for mobile devices may ignore this parameter and always open email search results in the Quick View.

  • Always open results in new window

    Select this option to open a search result that you click in a new browser tab. When this check box is not selected, a search result that you click opens in the current browser tab, replacing the search interface.

  • Enable debug mode

    On the Content Browser page, debug mode is disabled by default to increase performances. However, if you want to troubleshoot search issues (e.g., pipeline issues), you can display additional information in your browser developer tools by enabling debug mode. See also Debug panel.

  • Index

    In the Index drop-down menu, select the index of which you want to browse the content. Default value is Any index.

    When you change the index to browse, the query and selected facets (if any) are kept.

  • View all content

    See Browse All the Content of Your Organization Index.

  • Results filtering expressions

    1. Click Create to define a new filter.

    2. In the box on the left, enter a name indicating what the filter does.

    3. In the box on the right, enter the filter expression for the filter. You can use any query expression that you could use in a search box (see Coveo Cloud Query Syntax Reference).

    4. Once a filter is defined, click the check mark on the right to save it.

    You always only want to look at search results from year 2014 or later.

    Admin-ContentBrowserPreferenceFilter

Endpoint Unavailable

On the Content Browser page, in rare cases, you may see the following message in the Content Browser:

Endpoint Unavailable

Coveo Cloud could not establish a connection with the provided search endpoint. Refer to the Online Help for more details.

This message is most probably caused by a short temporary Search API service interruption.

  • Try reloading the Content Browser page in a few minutes.

  • Check on status.coveo.com to see if an incident is reported and managed for the Search API.

  • Contact Coveo Support if the problem persists.

Required Privileges

The following table indicates the privileges required to use the Content Browser page and view associated pages (see Privilege Management and Privilege Reference). No elements can be edited in the page. However, you need to have the Allowed access level on the Execute queries service to access the page.

Action Service - Domain Required access level
View associated pages

Analytics - Analytics data

Analytics - Dimensions

Content - Fields

Content - Security identities

Content - Sources

View
Use the Content Browser and view associated pages

Analytics - Analytics data

Analytics - Dimensions

Content - Fields

Content - Security identities

Content - Sources

View

Search - Execute queries

Search - View all content

Allowed