Configuring and Indexing a Symantec Enterprise Vault Source

A source defines a set of configuration parameters for a Symantec Enterprise Vault (SEV) system.

To configure and index a SEV source

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

2. Select Index > Sources and Collections.

3. In the Collections section:

   1. Select an existing collection in which you want to add the new source.

      OR

   2. Click Add to create a new collection (see Adding a Collection).

4. In the Sources section, click Add.

   The Add Source page that appears is organized in three sections.

5. In the General Settings section of the Add Source page:

   

   1. Enter the appropriate value for the following required parameters:

      Name

      A descriptive name of your choice for the connector source.

      Example: Symantec Enterprise Vault

      Source Type

      The connector used by this source. In this case, select Symantec Enterprise Vault.

      Note: If you do not see SaleSymantec Enterprise VaultsForce in the Source Type list, ensure that your current environment meets the requirements (see Symantec Enterprise Vault Connector Requirements).

      Addresses

      The list of SEV starting points to crawl, one entry per line. Specify addresses in the form Server>site>store>archive where > is the path separator.

      Examples: To index a whole store: serverName>siteName>storeName

      To index only an archive in a store: serverName>siteName>storeName>archiveName

      Refresh Schedule

      Time interval at which the source is automatically refreshed to keep the index content up-to-date. By default, the Every day option instructs CES to refresh the source everyday at 12 AM.

      Note: You can create new or modify existing source refresh schedules (see Creating or Modifying a Source Schedule).

   2. Review the value for the following parameters that often do not need to be modified:

      Rating

      Change this value only when you want to globally change the ranking associated with all items in this source relative to the rating of other sources (see Understanding Search Results Ranking).

      Example: Because this source contains archived content, you may want to select Low, so that in the search interface, results from this source appear later in the list compared to those from other sources.

      Document Types

      If you defined custom document type sets, ensure to select the most appropriate for this source (see What Are Document Type Sets?).

      Active Languages

      If you defined custom active language sets, ensure to select the most appropriate for this source.

      Fields

      If you defined custom field sets, ensure to select the most appropriate for this source (see What Are Field Sets?).

6. In the Specific Connector Parameters & Options section of the Add Source page:

   

   1. Configure the following required parameters:

      SQL Server Host Name

      Name of the machine hosting the SQL server and database containing the security information for the SEV on which the user is connected.

      Connection String

      Connection string to the SQL database (for System.Data.SqlClient: db name, db server connection security parameters, etc.).

      Examples:

      • Standard security:

        Data Source=myServerAddress;Initial Catalog=myDataBase;User Id=myUsername;Password=myPassword;

      • Standard security alternative syntax that produces the same result: 

        Server=myServerAddress;Database=myDataBase;User ID=myUsername;Password=myPassword;Trusted_Connection=False;

      • Trusted connection:

        Data Source=myServerAddress;Initial Catalog=myDataBase;Integrated Security=SSPI;

      • Trusted connection alternative syntax that produces the same result:

        Serve=myServerAddress;Database=myDataBase;Trusted_Connection=True;

      Use the serverName\instanceName form for Data Source to use a specific SQL Server instance.

      Note: The multiple SQL Server instances feature is available only from SQL Server version 2000+.

      Number of Refresh Threads

      Determines the number of threads that are querying SEV for data. The default and recommended value is 1. More threads speed up the crawling process, but increase the server load.

      Database Name

      The name of your SEV administration database. The default value is EnterpriseVaultDirectory.

      Index EV Securities for Mailbox Archives

      For archives of mailbox type, select this option to combine the permissions found in the SEV database with the permissions found on the mailbox in Active Directory. The default value is False.

   2. In the Option section, the state of check boxes generally does not need to be changed:

      Index Subfolders

      Check to index all subfolders below the specified starting addresses. This option is selected by default.

      Index the document's metadata

      When selected, CES indexes all the document metadata, even metadata that are not associated with a field. The orphan metadata are added to the body of the document so that they can be searched using free text queries.

      When cleared (default), only the values of system and custom fields that have the Free Text Queries attribute selected will be searchable without using a field query (see Adding a Field to Search On and What Are Field Queries and Free Text Queries?).

      Example: A document has two metadata:

      • LastEditedBy containing the value Hector Smith

      • Department containing the value RH

      In CES, the custom field CorpDepartment is bound to the metadata Department and its Free Text Queries attribute is selected.

      When the Index the document's metadata option is cleared, searching for RH returns the document because a field is indexing this value. Searching for hector does not return the document because no field is indexing this value.

      When the Index the document's metadata option is selected, searching for hector also returns the document because CES indexed orphan metadata.

      Document's addresses are case-sensitive

      Leave the check box cleared. This parameter needs to be checked only in rare cases for case sensitive systems in which distinct documents may have the same file name but with different casing.

      Generate a cached HTML version of indexed documents

      When you select this check box (recommended), at indexing time CES creates HTML versions of indexed documents and saves them in the unified index. In the search interfaces, users can then more rapidly review the content by clicking the Quick View link to open the HTML version of the item rather than opening the original document with the original application.

      Consider clearing this check box only if you do not want to use Quick View links or to save resources when building the source.

      Open results with cached version

      Leave this check box cleared (recommended) so that in the search interfaces, the main search result link opens the original document with the original application. Consider selecting this check box only when you do not want users to be able to open the original document but only see the HTML version of the document as a Quick View. When this option is selected, you must also select the Generate a cached HTML version of indexed documents check box.

7. In the Security section of the Add Source page:

   

   1. In the Active Directory Security Provider drop-down list, select Active Directory or a custom Active Directory security provider that you created for a specific domain (see Configuring an Active Directory Security Provider).

   2. In the Authentication drop-down list, select the Symantec Enterprise Vault user identity that you created.

   3. Click Save and Start to save the source configuration and start indexing this source.

8. Validate that the source building process is executed without errors:

   • In the navigation panel on the left, click Status, and then validate that the indexing proceeds without errors.

     OR

   • Open the CES Console to monitor the source building activities (see Using the CES Console).