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How to Modify General Source Parameters

The General page displays some of the properties entered at source creation (see Adding a Source) as well as new ones (ex.: title metadata name). It is possible to modify these properties after a source has been created and even after its content has been indexed (in the latter case, the source has to be rebuilt).

To modify the general properties:

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

  2. Access the Sources and Collections page (Index > Sources and Collections).

  3. In the Sources section, expand the appropriate source drop-down list.

     

  4. Select Edit General Properties. The General page is displayed.

  5. Modify the appropriate properties. For more information concerning these properties, refer to the following table.

    Property Applies to Description

    Name

    All sources

    Indicates the name of the source. It can be modified to avoid confusing two sources or respect naming conventions.

    Source Type

    All sources

    Indicates the type of the source. It cannot be modified.

    Addresses

    All sources

    Indicates the address at which the connector began the crawling process. By default, subfolders and subsites are indexed. To index only the main folder or site, clear the Index subfolders or Index subsites check box in the Options section. Note that the latter is not available for Web Pages or Lotus Notes sources.

    Important: For Local/NetworkFiles sources, the address must be specified in UNC format (\\computername\sharedfolder\resource); otherwise, it is impossible to crawl or retrieve documents located on remote disks.

    Rating

    All sources

    Specifies whether documents from the source should receive a higher or lower ranking than average (see Understanding Search Results Ranking).

    Options

    All sources

    Provides additional information on how to index the source and retrieve its documents.

    Index subfolders: Indexes folders recursively, starting with the main addresses and proceeding to deeper levels until every document is indexed.

    Example: If \\CoveoServer\Help\AdminTool\ is the main address and the Index subfolders option is selected, then \\CoveoServer\Help\AdminTool\Sources\ and \\CoveoServer\Help\AdminTool\Sources\Local\ are also indexed. Note that this option is selected by default and applies to all sources except Web Pages, SharePoint, Lotus Notes and Manual Connector.

    Index Personal Sites: Indexes all the personal sites linked to the SharePoint portal. Note that this option is selected by default and applies to SharePoint sources.

    Index subsites: Indexes subsites recursively, starting with the main addresses and proceeding to deeper levels until every document is indexed.

    Example: If http://intranet/pages/ is the main address and the Index subfolders option is selected, then http://intranet/pages/news/ and http://intranet/pages/news/2007/ are also indexed. Note that this option is selected by default and applies to SharePoint sources.

    Index the document's metadata: Indexes metadata (ex.: modification date and author of documents). Note that this option is selected by default and applies to all sources except Exchange MAPI, Lotus Notes and Manual Connector (see What Is Metadata/Meta-Information?). 

        Document's addresses are case-sensitive: Indicates that addresses of documents in the repository are case-sensitive. Note that this option is not selected by default but applies to all sources except SharePoint, Exchange MAPI and Manual Connector.

    Generate a cached HTML version of indexed documents: Produces a Quick View of documents. Note that this option is selected by default and applies to all sources.

    Open results with cached version: Displays the Quick View instead of the actual document when the title of a document is clicked in the result list. The purpose of this option is to open documents that are not available anymore or have never really existed (stored in a database, XML record, documents generated, etc.). Note that Generate a cached HTML version of indexed documents must be selected in order for Open results with cached version to be available.

    Disable document summarization: Disables the creation of a document summary and the extraction of concepts. When selected, CES however takes the first sentences of the document as the summary. The search results summary therefore includes these first sentences but not concepts. This option is not selected by default, but applies to all sources (see What Are Summaries?). 

    Skip addresses with parameters (domain.com?parameters): Keeps the Coveo Platform from indexing pages whose addresses contain a query part—the purpose of this option is to only index relevant documents in several copies. This often occurs for certain sites and variables (for example, ID). Another purpose is to save disk space. Note that this option is not selected by default, but applies to Web Pages sources.

    SharePoint Sites Discovery

    SharePoint

    Specifies which SharePoint sites to index:

    Index only starting addresses: Indexes only the sites whose addresses are entered in the Addresses field.

    Index the starting addresses and all sites listed in the Portal Site Directory: Indexes the sites whose addresses are entered in the Addresses field as well as all sites, related to these addresses, listed in the portal directories.

    Index the web application of the starting addresses: Indexes the content of the virtual directories related to the starting addresses. Note that CES must be integrated to SharePoint; otherwise, the connector is unable to locate virtual directories.

    Index all web applications having the same host name: Indexes the content of all virtual directories related to the starting addresses even if their host headers are different. Note that CES must be integrated to SharePoint; otherwise, the connector is unable to locate virtual directories.

    Title Selection Sequence

    All sources

    Indicates the sequence followed by CES to determine the title of a document (this title is displayed in the result list). The order of the three options must be defined by clicking the arrows (). Therefore, if CES fails to extract a title using the first option, it proceeds to the second one and so on.

    The options are:

    Use the title extracted by the converter: The title extracted by the converter is the metadata title (see What Is Metadata/Meta-Information?). 

    Automatically detect the title of documents: The title automatically extracted by the CES converter is made of the same key topics used to produce the excerpt and summary of the document (see What Are Summaries?).

    Use the filename: The filename is given to a document when saving it.

    Title Metadata Name

    All sources

    Indicates the name of the metadata title field. To determine this name, refer to the appropriate repository documentation. Note that in Windows the title metadata name is Title.

    Authentication

    Web Pages

    SharePoint

    Indicates the username and password (if any) used to access Web or SharePoint pages.

    By default, Web Pages and SharePoint sources are crawled anonymously; however, it is possible to index secure pages with a user identity (or, for Web Pages sources, with the service login account).

  6. Click Apply Changes.