Initial Configuration

This article focuses on the initial configuration phase of your search project.

Search Project Activity Diagram

Create Your Organization

Before you can start working on your search project with the Coveo Platform, you must create an organization. There are two ways you can do this:

Familiarize Yourself With the Administration Console

You will typically use the Administration Console to interact with your organization and the various resources it hosts for you (see Coveo Administration Console). If necessary, you can also invoke the platform APIs directly to achieve the same results (see Coveo Cloud API Overview).

The following screen capture and accompanying table provide a high-level overview of some of the common interactions you can perform through the Administration Console. Each UI section detailed in the table includes a link to the corresponding documentation corpus, as well as a list of platform APIs leveraged by that section.

Coveo Platform resources overview

Section Common interactions Documentation APIs
1 If you have access to more than one organization (e.g., staging and production), select the desired one N/A N/A
2 User Notifications Notification API
  • Review organization license and limit information
  • Manage organization profile
  • Configure organization SAML SSO
  • Manage internal IP addresses and toggle strict validation to filter out unwanted Coveo Usage Analytics (Coveo UA) events
Manage Coveo Organization Settings
4 Index Content
5 Manage query pipelines and hosted search pages Optimize Search Search API
6 Review Coveo Machine Learning (Coveo ML) models Improve Relevance Machine Learning API
7 Analyze Data
  • Manage organization groups, members, and API keys
  • Manage administrator notifications
  • Access the activity browser
Manage an Organization
9 Review organization and platform status Status Platform API

What’s Next?

The next section in this guide offers tips and tricks on how to retrieve, enhance, and index content to maintain a clean and up-to-date index. Applying those recommendations early in your search project will have a profound and positive impact thereafter (see Locating and Indexing Content).

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