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Configuring and Indexing a Microsoft Exchange Source

A source defines a set of configuration parameters for a specific Microsoft Exchange server.

To configure and index a Microsoft Exchange source

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

  2. Select Index > Sources and Collections.

  3. In the Collections section:

    1. Select an existing collection in which you wish to add the new source.

      OR

    2. Click Add to create a new collection (see Adding a Collection).

  4. In the Sources section, click Add.

  5. In the Add Source page:

    1. Enter the appropriate value for the following required parameters:

      Name
      A descriptive name of your choice for the connector source.
      Example: All Microsoft Exchange mailboxes
      Source Type
      The connector used by this source. In this case, select either Exchange (WebServices) or Exchange (WebDAV) (see Choosing to Connect to Microsoft Exchange Using Web Services or WebDAV).
      Note: If you do not see Exchange (WebServices) or Exchange (WebDAV) in the Source Type list, your environment does not meet the requirements (see Microsoft Exchange Connector Requirements).
      Addresses
      List of starting points for the connector. Enter one address per line in one of the following forms: 
      • https://servername/exchange
      • https://servername/exchange/mailboxname
      • https://servername/public
      To use a single source to index all Microsoft Exchange mailboxes, enter a single URL that stops at the mailboxes root.
      Example: https://owa.companyname.com/exchange
      To index all public folders, enter a URL that stops at the public folders root.
      Example: https://owa.companyname.com/public
      The connector supports both secured https and unsecured http servers.
      Note: Entering a specific server name will not restrict the crawled mailboxes to those located on that server (see What Are LDAP Searches).
      Tip: You can create a source that only indexes Microsoft Exchange 2010 mailbox archives, pointing the connector directly to mailbox archives and skipping normal mailboxes using the http://server/exchange/onlinearchivename address pattern, where you replace onlinearchivename by the value found in the Active Directory field msExchArchiveName. You also need to ensure that the Index Archives check box is selected.
      Refresh Schedule
      Time interval at which the index is automatically refreshed to keep the index content up-to-date. By default, the Every day option instructs CES to refresh the source everyday at 12 AM.
      Exchange Folder
      Name of the folder hosting all the mailboxes. The default value is exchange. It corresponds to the segment of the URI that is after the server name and points to the mailboxes https://servername/exchange/.
      Use Form Authentication
      Whether to use forms-based authentication or not. The check box is cleared by default. Select the check box when forms-based authentication is enabled on the Microsoft Exchange server. The connector supports two forms-based authentication types:
      • Standard Microsoft Exchange forms-based authentication.
      • ISA server forms-based authentication. When an ISA filter is put in front of the Microsoft Exchange OWA server.
      Index Exchange Security
      Whether to index the securities specified in Microsoft Outlook or not. The check box is selected by default. Clear this check box when you want to prevent the Coveo connector from indexing user defined securities, in which case, only Active Directory securities are used.
      Public Folder
      Name of the public folder. The default value is public. It corresponds to the segment of the URI that is after the server name and that points to the public folders https://servername/public/.
      Index Junk E­mails
      Whether to index junk emails or not. Junk emails are indexed by default.
      Skip Archived Items
      Whether to skip items archived by Symantec Enterprise Vault or not. Useful to make the Microsoft Exchange connector ignore email stubs left behind by Symantec Enterprise Vault. The check box is selected by default.
      Index Archive
      Whether to index Microsoft Exchange 2010 mailbox archives or not. The check box is selected by default.
      Authentication
      Select the user identity that you created previously for the Microsoft Exchange system (see Configuring a Microsoft Exchange User Identity).
    2. The following parameters generally do not need to be changed:

      Rating
      Change this value only when you want to globally change the rating associated with all items in this source relative to the rating of other sources (see Understanding Search Results Ranking).
      Example: If this source was for archived emails, you may want to set this parameter to Low, so that in the search interface, results from this source appear later in the list compared to those from other sources.
      Document Types
      If you defined custom document type sets, ensure to select the most appropriate for this source (see What Are Document Type Sets?).
      Active Languages
      If you defined custom active language sets, ensure to select the most appropriate for this source.
      Fields
      If you defined custom field sets, ensure to select the most appropriate for this source (see What Are Field Sets?).
      Callback Service Url
      Optional parameter indicating the location of the Exchange Callback Service. Enhances the live indexing performance on Microsoft Exchange 2007 (see Fine-Tuning the Exchange Callback Service).
      The default value (http://localhost:8181/) is appropriate when the Exchange Callback Service runs on the same machine as CES. When the service runs on another computer, replace localhost by the Exchange server machine name. Change the port when the service does not use the default port (8181). Leave the parameter empty to disable the service.
    3. The Option check boxes generally do not need to be changed:

      Index Subfolders
      Check to index all subfolders below the specified starting addresses. Selected by default.
      Index the document's metadata
      When selected, CES indexes all the document metadata, even metadata that are not associated with a field. The orphan metadata are added to the body of the document so that they can be searched using free text queries. This option is cleared by default.
      Document's addresses are case-sensitive
      Leave the check box cleared. This parameter needs to be checked only in rare cases for systems in which distinct documents may have the same name but different casing.
      Generate a cached HTML version of indexed documents
      When you select this check box (recommended), at indexing time, CES creates HTML versions of indexed documents. In the search interfaces, users can then more rapidly review the content by clicking the Quick View link rather than opening the original document with the original application. Consider clearing this check box only if you do not want to use Quick View links or to save resources when building the source.
      Open results with cached version
      Leave this check box cleared (recommended) so that in the search interfaces, the main search result link opens the original document with the original application. Consider selecting this check box only when you do not want users to be able to open the original document but only see the HTML version of the document as a Quick View. In this case, you must also select Generate a cached HTML version of indexed documents.
    4. Click Save and Start to save the source configuration and start the indexing of the new source.

  6. Validate that the source building process is executed without errors:

    • In the navigation panel on the left, click Status, and then validate that the indexing proceeds without errors.

      OR

    • Open the CES Console to monitor the source building activities (see Using the CES Console).

What's Next?

Consider modifying advanced source parameters (see Modifying Hidden Microsoft Exchange Source Parameters).