Basecamp Connector Deployment Overview

The following procedure outlines the steps needed to deploy the Basecamp connector. The steps indicate the order in which you must perform configuration tasks on both the Basecamp and Coveo servers.

To deploy the Basecamp connector

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

2. (When you want the connector to retrieve your Basecamp content using OAuth 2.0 - recommended method) On the Basecamp server, create an application to authorize the Coveo connector to access your Basecamp content (see Authorizing the Coveo Connector to Access Your Basecamp Content).

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

   1. (When you want to retrieve your Basecamp content using Basic authentication - not recommended) Configure a user identity.

      The connector needs to know the credentials of an administrator Basecamp account by creating a CES user identity that you will later associate to your Basecamp source (see Adding a User Identity) .

   2. Create a Basecamp field set to take advantage of the available Basecamp metadata.

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

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

   3. Configure and index a Basecamp source.

      The connector must know details to access and index the Basecamp content of your managed users (see Configuring and Indexing a Basecamp Source).

   4. If you encounter issues, verify if modifying the default value of hidden source parameters can help resolve the problems (see Modifying Hidden Basecamp Source Parameters).