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Configuring an Email Security Provider

An Email security provider is a simple email user identity container that can be used by another security provider to recognize users by their email addresses. When used by more than one security providers attached to sources of various types, an email security provider can act as a single sign-on system. An Email security provider does not connect to any system so it does not need a user identity.

Note: You can get familiar with how Coveo components deal with permissions on documents both at indexing and query time (see Security) .

To configure an Email security provider

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

  2. On the menu, select Configuration > Security.

  3. In the navigation panel on the left, select Security Providers.

  4. In the Security - Security Providers page, click Add.

  5. In the Modify Security Provider page:

    1. In the Name box, enter a name of your choice for your Email security provider.

    2. In the Security Provider Type list, select Email.

      Note: CES 7.0.5785 to 7.0.5935 (August to September 2013) The Email security provider DLL file is missing in the CES distribution so you will not see the Email option in the Security Provider Type list.

      To resolve this issue:

      1. Contact Coveo Support to get a copy of the Coveo.CES.CustomCrawlers.EmailSecurityProvider.dll file.

      2. When you receive the file, using an administrator account, connect to the Coveo Master server, and then copy the file to the [CES_Path]\bin folder.

      3. When your Coveo instance includes a Mirror server, also copy the file to the [CES_Path]\bin folder on the Coveo Mirror server.

      4. Restart the CES service so that the new DLL is recognized (see Starting the CES Service).

    3. In the User Identity list, leave (none).

    4. CES 7.0.7814+ (August 2015) (Optional) In the Security Provider list, select another security provider to map Email identities to another identity type.

      Example: You want to map Email identities to Active Directory (AD) ones so you select an LDAP Lookup security provider that is chained to an AD security provider. The LDAP Lookup security provider is then able to find a user in AD from his email and extracts his User Principal Name (UPN), thus allowing a mapping of the Email identity to an AD one. Contact Coveo Support for assistance on how to create an LDAP Lookup security provider.

    5. Leave the Allow Complex Identities option cleared as it does not apply to this type of security provider.

    6. Click Apply Changes.

What's Next?

Configure a security provider that will use this Email security provider.

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