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Aha! Connector Deployment Overview

The following procedure outlines the steps needed to deploy the Aha! connector. The steps indicate the order in which you must perform configuration tasks on the Coveo server.

To deploy the Aha! connector

  1. Validate that your environment meets the requirements (see Aha! Connector Requirements).

  2. In Aha!, create and register an OAuth2 application to get an access token to be used by the Coveo connector (see Granting the Connector Access to Your Aha! Content).

  3. On the Coveo server, in the Coveo Administration Tool: 

    1. CES 7.0.7338+ (January 2015) Create an Aha! field set to take advantage of the available Aha! metadata.

      1. It is recommended to start by importing the default Aha! field set file ([CES_Path]\Bin\Coveo.CES.CustomCrawlers.Aha.FieldSet.xml) to create fields for all the metadata available by default from the Aha! content (see Exporting and Importing a Field Set).

      2. When you created custom metadata for your Aha! content, add corresponding fields to the field set (see Adding or Modifying Custom Fields).

    2. Configure and index an Aha! source.

      The connector must know how to access your Aha! content to be able to index it (see Configuring and Indexing a Aha! Source).

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