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Adding a SharePoint Reference Set

A reference set is a group of references (i.e. elements detailing the structure of a single SharePoint item) which describes the architecture of a SharePoint environment and, therefore, allows CES to index its content. You can create different reference sets to reflect the structural specificities of each SharePoint repository.

To add a reference set

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

  2. Select Configuration > SharePoint.

  3. In the SharePoint Reference Sets page, click Add.

  4. In the Add SharePoint Reference Set page:

    1. In the Name box, enter a name to identify the reference set.

    2. In the Description box, optionally enter a description of the reference set.

      Example: Enter a list of the SharePoint repositories it is meant to index.

    3. Click Save.

What's Next?

The reference set created is identical to the default one. You must add new or modify existing references for each custom template used (see Adding and Modifying SharePoint References).

When an existing template is modified, its corresponding reference must be updated as well; otherwise, erroneous or blank results are returned by queries (ex.: the content and summary can be blank and the author name missing).

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