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Applying an Action to a Collection or a Source

In the Sources and Collections page of the Administration Tool, the More Action drop-down list regroups actions that you can apply to selected collections or sources.

The following table describes the available actions.

Action Description
Rebuild Re-indexes the content and permissions of all the documents from the repository, even those that have not been modified since the last indexing date.

Note: Rebuilding sources requires more time and CPU resources than refreshing them; however, it is a thorough process that ensures all documents are updated in the index.

Full Refresh Re-scans all documents from the repository, but re-indexes the content and permissions only for the documents that are found to be new, modified, or deleted since the last rebuild, full refresh, or incremental refresh.

Note: Refreshing sources requires less time and CPU resources than rebuilding them and is recommended to update the index on a daily basis. However, erroneous modification dates can keep CES from refreshing documents. If you identify that specific documents are not up-to-date, rebuild the source.

Incremental Refresh Re-scans and re-indexes content and permissions only for documents that the repository reports as new, modified, or deleted since the last rebuild, full refresh, or incremental refresh.

Note: The incremental refresh is available only for sources associated with repositories that have the ability to retrieve the list of documents that have changed since a specific point in the past.

Pause Suspends the refreshing or rebuilding process temporarily. The Pause action is used to free CPU resources in order to speed up other refreshes and rebuilds.

Example: Fifteen (15) sources are being refreshed concurrently and CES is slowed down. Use the Pause option to pause half of them (or more) to regain speed.

Resume Restarts the paused refresh or rebuild. Note that stopped actions cannot be resumed.
Stop Cancels the refreshing or rebuilding process. Note that a stopped process cannot be resumed.
Disable Live Monitoring For File sources, disables automatic re-indexing of documents identified as modified by Windows file system events (see About Incremental Refresh and Live Monitoring).
Enable Live Monitoring For File sources, enables automatic indexing of newly created, modified, or deleted documents identified by Windows file system events (see About Incremental Refresh and Live Monitoring).
Duplicate

CES 7.0.5425+ (May 2013) Reproduces the configuration of selected collections or sources. This action is useful to more quickly configure similar sources/collections and then only perform minor customization on the duplicated source/collection. You must then rebuild the new sources to index their content.

When you duplicate a collection, the new collection is created with the name Copy of [original_collection_name] that you can edit. The configuration of the sources in the original collection are also copied with their original names and assigned to the new collection.

Example: When you want to create development, staging, and production collections.

Delete Eliminates selected collections or sources and their content from the index.

Notes:

  • If an action is applied to a collection, then it is also applied to all its sources.

  • A Rebuild, Full Refresh, or Incremental Refresh will not take into account changes made to security groups of the indexed repository (see Refreshing Security Caches).

To apply an action to a collection or a source

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

  2. In the Administration Tools, select Index > Sources and Collections.

  3. In the Sources and Collections page:

    1. In the Collections section, select the check box for one or more collections on which you want to apply an action.

      OR

      In the Sources section, select the check box for one or more sources on which you want to apply an action.

    2. In the corresponding More Actions drop-down list, select the action that you want to apply.

      The statuses of the sources are modified accordingly (see What Are the Possible Statuses of a Source?).

Note: Refreshing or rebuilding whole collections can slow down CES. If this occurs, refresh sources individually.

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