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Adding a User Identity

A user identity is a set of credentials for a given repository or system that you enter once in CES and can then associate with one or more sources or security providers.

Example: In Microsoft Exchange, you create a service account that has full read access to all mailboxes. In CES, you create a user identity containing the credentials of this service account and then associate this user identity with an Exchange source so that the Coveo Exchange connector can crawl and index all your Exchange content.

To add a user identity

  1. On the Coveo server, access the Administration Tool (see Opening the Administration Tool).

  2. Access the Administrators page (Configuration > Security).

  3. In the navigation panel on the left, click User Identities.

  4. In the User Identities page, click Add.

  5. In the Modify User Identity page:

    1. In the Name field, enter a name of your choice to describe the account that you selected or created to allow CES to access a given repository or system.

      Note: This name appears only in the Coveo Administration Tool, in the Authentication or User Identity drop-down lists, when you respectively define a source or a security provider.

    2. In the User field, enter the username for the account that you selected or created to access the repository or system.

    3. In the Password field, enter the password for the account.

    4. In the Options section, select Support basic authentication only when you want to allow CES to send the username and password as unencrypted text. Since this authentication type makes the crawling less secure, use this option only when required.

    5. In the Client certificate section, when the source using this user identity is accessible through HTTP over SSL (HTTPS):

      1. Select the Use client certificate check box.

      2. In the Store drop-down list, select the appropriate certificate store.

      3. In the Certificate drop-down list, specify which certificate is given to the server for authentication purposes.

    6. Click Save.

      Important: When you use Firefox to access the Administration Tool and it proposes to remember the password for the user identity that you just created, select to never remember the password for this site to prevent issues with automatic filling of username and password fields within the Coveo Administration Tool.

What's Next?

Ensure that the source or the security provider for which you created this user identity uses it.