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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.

A user identity typically holds the credentials of an account that has read access to all the repository items that you want to index. It is a best practice to create an account to be used exclusively by the Coveo processes and for which the password does not change. If the password of this account changes in the repository, you must also change it in the CES user identity.

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. In the Administration Tool, select 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 box, enter a name of your choice to describe the account that you selected or created in the repository to allow CES to access the repository.

      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 box, enter the username for the account that you selected or created to crawl the repository content that you want to index.

      Example: In a Microsoft Windows environment, for an Active Directory account enter the account in the domain\username form.

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

    4. In the Options section, the Support basic authentication check box is deprecated and not applicable for most types of repositories. You should select it only when you need to allow CES to send the username and password as unencrypted text.

    5. 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?

When you create this user identity while deploying a connector, refer to the deployment overview topic for the connector to identify the next step (see Coveo Platform Connectors).

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