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Configuring the Desktop Integration Package GPO

In the Group Policy Object (GPO), you can configure three Desktop Integration Package (DIP) categories of parameters:

  • General
  • File Indexing
  • Outlook Indexing

These categories correspond to the three tabs available to the end-user in the Coveo Desktop Integration Package Options dialog box (see Desktop Integration Package Configuration and Control).

In the GPO, you can specify the state of each parameter as:

Not Configured

The setting is not forced by the GPO and the end-user can change the corresponding parameters. The registry is not modified.

Disabled

Deactivates the setting. The end-user cannot change the corresponding parameters. The registry reflects that the policy setting is not selected.

Enabled

Activates the setting and allows to set a default value by GPO for the corresponding parameters. Depending on the parameter, the end-user can or cannot change the values. The registry reflects that the policy setting is selected.

Starting with CES 6.5 build 4765, the following additional GPO configuration are available:

  • Disable remote file indexing.

  • Allow the end-users to override PST indexing.

This topic contains the following sections:

DIP GPO configuration for CES 6.5.4765+

Note: This procedure is documented for a Windows Server 2008.

  1. Connect to the domain server of your organization using an administrative account that meets the following requirements:

    • Permissions to create and edit group policies on the domain (at least a member of the Group Policy Creator and Owners).

    • Access to the Group Policy Management Console (GPMC).

  2. Start the Group Policy Management Console (GPMC) (Start menu > Administrative Tools > Group Policy Management).
  3. In the Group Policy Management Console:

    1. In the tree, expand Group Policy Objects in the forest and domain containing the GPO for the Desktop Integration Package.

    2. Right-click the GPO for the Desktop Integration Package, and then click Edit.

  4. In the Group Policy Object Editor:

    1. Expand User Configuration > Administrative Templates > Coveo Desktop Integration Package Configuration > General.

    2. In the General panel, in the Setting column, double-click Set URI for the search page used.

  5. In the Set URI for The Search Page Used dialog box: 

    1. Select Enabled to set the Coveo Front-End server used by the Desktop Searchbar and the Outlook Sidebar. End-users will not be able to change the server.

    2. In the Search page URI parameter, enter the URI of the Coveo Front-End server.

      Example: https://MyCoveoServer.MyDomain.com

      Note: The GPO does not verify the format the entered URI. Ensure that the URI entered is valid.

    3. Click Next Setting.

    Important: The URI of the Coveo Front-End server should be added to the trusted sites of the end-user Internet Explorer to prevent users from receiving frequent requests to authenticate themselves with their user name and password.

  6. In the Allow Indexing on a Remote Server dialog box:

    1. Select Enabled to force settings that end-users will not be able to change.

    2. Select the Index local documents and items on a remote server check box.

      This enables indexing of the content from the desktop or laptop computer on which the DIP will be deployed.

    3. Click Show, and in the Show Contents dialog box:

      1. In the Value list, enter the address of the Coveo Back-End server in the [hostname1]:[port] form.

        You can add more than one server. This is useful when you run separate instances of CES in two or more environments such as Development, Quality Assurance, and Production. You can specify the CES remote server name and port for each environment in which you want desktop/laptop indexed content to be sent.

        Note: When no port is specified, the default value (1980) is used but it is strongly recommended to specify the port. The port must be the same value specified for the Desktop connector source (see Creating and Configuring a Desktop Connector Source).

      2. Click OK.

    4. Click Next Setting.

  7. In the Show or Hide the Desktop Searchbar dialog box:

    1. Select Enabled to specify to either always show, never show, or hide the Desktop Searchbar.

    2. Under Options, select only one of the following options:

      • Always show the Desktop Searchbar: The user will not be able to hide the Desktop Searchbar.

      • Never show the Desktop Searchbar: The user will never have access to the Desktop Searchbar.

      • Hide the Desktop Searchbar by default: The user will be able to show the Desktop Searchbar.

    3. Click Next Setting.

  8. In the Show or Hide the Outlook Sidebar dialog box:

    1. Select Enabled to specify to either always show, never show, or hide the Outlook Sidebar.

    2. Under Options, select only one of the following options:

      • Always show Outlook Sidebar: The user will not be able to hide the Outlook sidebar.

      • Never show Outlook Sidebar: The user will never have access to the Outlook sidebar.

      • Hide Outlook Sidebar by default: The user will be able to show the Outlook sidebar.

    3. Click OK.

  9. In the tree of the Group Policy Object Editor, expand User Configuration > Administrative Templates > Coveo Desktop Integration Package Configuration > File Indexing.

  10. In the File Indexing panel, in the Setting column, double-click Disable Remote File Indexing Override.

  11. In the Disable Remote File Indexing Override dialog box, when you want that end-users cannot change the local folders to index or to exclude from indexation:

    1. Select Enabled.

    2. Under Options, select the Disable remote file indexing override check box.

    3. Click Next Setting.

  12. In the Define Local Folders To Index dialog box:

    1. Select Enabled to force a default list of folders to index.

    2. Click Show.

    3. In the Show Content dialog box, for each default local folder that you want to index, enter the folder full path, and then click OK.

    4. Click Next Setting.

  13. In the Define Local Folders to Exclude dialog box:

    1. Select Enabled to force a default list of folders to exclude.

    2. Click Show.

    3. In the Show Content dialog box, for each default local folder that you want to exclude, enter the folder full path, and then click OK.

    4. Click OK.

  14. In the tree of the Group Policy Object Editor, expand User Configuration > Administrative Templates > Coveo Desktop Integration Package Configuration > Outlook Indexing.

  15. In the Outlook Indexing panel, in the Setting column, double-click Define PST Indexing Parameters.

  16. In the Define PST Indexing Parameters dialog box:

    1. Select Enabled to set the default Outlook items to index by default.

    2. Select the Index the OST folder check box to index the local Microsoft Exchange Offline Folders (.ost) mail archive files.

    3. Select the Index the PST folder check box to index the local Microsoft Exchange Personal Folders (.pst) mail archive files.

    4. Select the Allow users to override PST indexing check box when you selected the Index the PST folder check box but still want end-users to be able to disable it.

    5. Click Next Setting.

  17. In the Define MAPI Profile Used for Indexing dialog box, configure the default MAPI profile selection seen by the end-user:

    Note: The MAPI profile parameter is useful only when a user has more than one Outlook profile and wants to index the content of a specific one. When it is not set, the content of the default profile is indexed.

    1. Select Enabled to force a specific profile.

    2. In the Use this MAPI profile box, enter the name of the MAPI profile to use.

    3. Click OK.

DIP GPO configuration for CES 6.x prior to CES 6.5.4765

Note: This procedure is documented for a Windows server 2003.

  1. Connect to the domain server of your organization using an administrative account that meets the following requirements:

    • Permissions to create and edit group policies on the domain (at least a member of the Group Policy Creator and Owners).

    • Access to the Group Policy Management Console (GPMC).

  2. Start the Group Policy Management Console (GPMC) (Start menu > Administrative Tools > Group Policy Management).

  3. In the Group Policy Management Console:

    1. In the tree, expand Group Policy Objects in the forest and domain containing the GPO for the Desktop Integration Package.

    2. Right-click the GPO for the Desktop Integration Package, and then click Edit.

  4. In the Group Policy Object Editor:

    1. Expand User Configuration > Administrative Templates > Coveo SearchBar Configuration > General.

    2. In the General panel, in the Setting column, double-click Set URI for the search page used.

  5. In the Set URI for the search page used Properties dialog box, configure what the end-user can see in the Search section of the Coveo Desktop Integration Package Options dialog box:

    1. Select Enabled to set the search page. End-users will not be able to change the search page.

    2. In the Search Page URI parameter, enter the URI where your Coveo search UI is deployed.

      Example: https://MyCoveoServer.MyDomain.com

      Note: The GPO does not verify the format the entered URI. Ensure that the URI entered is valid.

    3. Click Next Setting.

      Important: The URI of the search page should be added to the trusted sites of the end-user Internet Explorer to prevent users from receiving frequent requests to authenticate themselves with their user name and password.

  6. In the Allow indexing on a remote server Properties dialog box, configure what the end-user can see in the Remote Indexing section of the Coveo Desktop Integration Package Options dialog box:

    1. Select Enabled to force settings that end-users will not be able to change.

    2. Select the Index local documents and items on a remote server check box.

      This enables indexing of the content from the desktop or laptop computer on which the DIP will be deployed.

    3. Click Show, and in the Show Contents dialog box:

      1. Click Add.

      2. In the Add Item dialog box, enter the address of the Coveo Back-End server in the [hostname1]:[port] form, and then click OK.

        Note: When no port is specified, the default value (1980) is used but it is strongly recommended to specify the port. The port must be the same value specified for the Desktop connector source (see Creating and Configuring a Desktop Connector Source).

      3. Click OK.

        Note: You can add more than one server. This is useful when you run separate instances of CES in two or more environments such as Development, Quality Assurance, and Production. You can specify the CES remote server name and port for each environment in which you want desktop/laptop indexed content to be sent.

    4. Click OK.

  7. In the tree of the Group Policy Object Editor, expand User Configuration > Administrative Templates > Coveo SearchBar Configuration > File Indexing.

  8. In the File Indexing panel, in the Setting column, double-click Define local folders to index.

  9. In the Define local folders to index Properties dialog box, configure a default list of local folders to be indexed or leave the parameter configurable by end-user in the Filesystem Folders to Index section of the Coveo Desktop Integration Package Options dialog box:

    • Select Not Configured to leave the list of folder empty and allow end-users to populate the list.

    OR

    1. Select Enabled to force a default list of folders to index and prevent users from changing it.

    2. Click Show, and in the Show Content dialog box:

      1. For each default local folder that you want to index, click Add.

      2. In the Add Item dialog box, enter the default local folder to index, and then click OK.

    3. Click Next Setting.

  10. In the Define local folders to exclude Properties dialog box, configure the default list of local folders to exclude from indexing or leave parameters configurable by the end-user in the Folders to Exclude section of the Coveo Desktop Integration Package Options dialog box:

    • Select Not Configured to leave the list of folder empty and allow end-users to populate the list.

    OR

    1. Select Enabled to force a default list of folders to exclude and prevent users from changing it.

    2. Click Show, and in the Show Content dialog box:

      1. For each default local folder that you want to exclude from indexing, click Add.

      2. In the Add Item dialog box, enter the local folder to exclude from indexing, and then click OK.

    3. Click OK.

  11. In the tree of the Group Policy Object Editor, expand User Configuration > Administrative Templates > Coveo SearchBar Configuration > Outlook Indexing.

  12. In the Outlook Indexing panel, in the Setting column, double-click Define PST indexing parameters.

  13. In the Define PST indexing parameters Properties dialog box, configure the default outlook items to be indexed or leave the parameters configurable by the end-user in the Outlook Items to Index section of the Coveo Desktop Integration Package Options dialog box:

    • Select Not Configured to allow users to make their own selection.

    OR

    1. Select Enabled to force the selection and prevent users from changing it.

    2. Select the Index PST Folder check box to index the local Microsoft Exchange Personal Folders (.pst) mail archive files.

    3. Select the Index OST Folder check box to index the local Microsoft Exchange Offline Folders (.ost) mail archive files.

    4. Click Next Setting.

  14. In the Define MAPI profile used for indexing Properties dialog box, configure the default MAPI profile selection seen by the end-user in the MAPI Profile section of the Coveo Desktop Integration Package Options dialog box:

    Note: The MAPI profile parameter is useful only when a user has more than one Outlook profile and wants to index the content of a specific one. When it is not set, the content of the default profile is indexed.

    • Select Not Configured to allow users to set a custom MAPI profile.

    OR

    1. Select Enabled to force a specific profile.

    2. In the Use this MAPI profile box, enter the name of the MAPI profile to use.

    3. Click OK.