Understanding the Indexing Manager

The Indexing Manager section of the Command Center allows you to get more information about your Coveo integration inside Sitecore.

This page describes its different sections, and what kind of information can be accessed there.

Accessing the Indexing Manager

To access the Indexing Manager as a Sitecore administrator

  1. Open the Coveo Search section of the Sitecore Control Panel (see Opening the Coveo Search Control Panel Section).

  2. Choose Indexing Manager.

    You can also access the Indexing Manager section of the Command Center using URL http://[INSTANCE NAME]/coveo/command-center/index.html, where [INSTANCE NAME] is the name of your Sitecore instance. Non Sitecore administrators can only access the Command Center by URL (see Giving Access to the Command Center).

Indexes Section

The Indexes section shows you information about your Coveo indexes and their current status. You can access this section directly at http://[INSTANCE NAME]/coveo/command-center/index.html#indexes/. Replace [INSTANCE NAME] with your Sitecore instance name.

The Indexes section contains the following information:

  • Rebuild Status Bar: lists all of the steps in the rebuild and their current status. When rebuilding, these steps are updated. In the screenshot below, the Coveo_web_index index is currently in the DocumentsValidation step of the rebuild process. You can hover on an ongoing or completed step to get more details.
  • Database: the name of the database that is associated to the index. It should be the same as the databases specified in the Crawlers section.
  • Source name: the name of the source as configured in the Coveo index. The source name is typically composed of the index name and the farm name (see Changing the Name of Sources Created in the Coveo Index).
  • Crawlers: lists information about the crawler, including its name, the root from which it crawls, the database where it crawls, and its crawler type. You can start a crawler refresh using its associated Refresh button. Use the (…) button, just right of the Refresh button, to display all crawler attributes in a modal window.
  • Strategies: lists the names and types of the strategies defined in the Sitecore configuration.

Fields

The Fields section shows you information about your Coveo fields and their current status. You can access this section directly at http://[INSTANCE NAME]/coveo/command-center/index.html#fields/.

The top portion of the screen contains your field usage summary, allowing you to monitor your organization field usage, counting towards your license limit.

Below the field usage summary, near the right edge of the screen, a searchbox allows you to filter the field tables using a text string. The search is applied on the field Name and Translated Name columns, as well as on the Template Name column (when the Template tab is selected).

  • Template: lists all of the fields that are currently configured in your Sitecore instance. These are the fields that will be synchronized with the Coveo Indexing Platform. When you expand a template in the list, you can then add fields to, or remove them from, the <include> fields list (see Including Fields Using the Indexing Manager).

    Coveo for Sitecore 5 (March 2019) All fields of the expanded template can now be added to the <include> fields list in a single operation using the Select All button.

    Above the templates table, the Included fields filter allows you to filter through all templates or only those that contain at least one included field.

    The Name column indicates the name of the field in Sitecore, whereas the Translated Name column indicates the name of the corresponding Coveo field (the name of the field in Coveo Cloud).

  • External: lists all of the fields that are configured in the externalFields section of the field map. Those fields are defined in external sources that you want to use in your Sitecore instance.

  • Computed: lists all of the computed fields that are currently configured in your instance. Those are the fields that will be synchronized with the Coveo Indexing Platform.

For more information about sections of the field map, see Understanding the Coveo Search Provider Configuration File.

Security

The Security section provides information regarding user access to indexed content and allows you to synchronize your Coveo for Sitecore identities with their Sitecore equivalents. You can access this section directly at http://[INSTANCE NAME]/coveo/command-center/index.html#security/.

This section contains the following information:

  • Sitecore credentials: Allows you to specify the Sitecore account (domain\username) responsible for crawling the items and expanding permissions (see Sitecore Credential Usage in Coveo for Sitecore).

  • Index Permissions: This check box allows you to set whether Coveo for Sitecore is configured to index permissions on documents.

  • Synchronize identities: Use this option to synchronize all your Coveo Cloud identities with their Sitecore equivalent.

  • Reactivate disabled identities: Use this option to reactivate Coveo Cloud identities that have been disabled because they are out of sync with their Sitecore equivalent.

  • Update a security identity: Use this option to synchronize a specific identity with its Sitecore equivalent.

For more information regarding the handling of security identities in Coveo for Sitecore, see Updating Security Cache.