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Modifying General Source Parameters

The General page displays some of the properties entered at source creation (see Adding a Source) as well as new ones such as title and metadata name. You can modify these properties after a source has been created and even after its content has been indexed. In the latter case however, you must then rebuild the source.

Note: The parameters available in the Source: [source_name] General page depend on the type of source. Refer to the appropriate source creation topic for more information.

To modify the general properties

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

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

  3. In the Sources and Collections page: 

    1. In the Collections section, select the collection the source that you want to modify.

    2. In the Sources section, select the source that you want to modify.

    3. In the navigation panel on the left, select General.

  4. In the General page:

    1. Modify the appropriate properties. For more information concerning these properties, refer to the following table.

      Property Applies to Description

      Name

      All sources

      Indicates the name of the source. It can be modified to avoid confusing two sources or respect naming conventions.

      Source Type

      All sources

      Indicates the type of the source. It cannot be modified.

      Addresses

      All sources

      Indicates the address at which the connector began the crawling process. The connector will keep on trying to crawl the source at this address, even if that source is moved somewhere else.

      Example: Your Sharepoint connector has been crawling at a certain source address for a long time. You recently moved that source to Sharepoint Online and removed the old Sharepoint server. As long as you do not remove the old Sharepoint source starting address, the old Sharepoint connector will try to crawl that now non-existant source.

      By default, subfolders and subsites are indexed. To index only the main folder or site, clear the Index subfolders or Index subsites check box in the Options section.

      Important: For Local/Network Files sources, the address must be specified in UNC format (\\computername\sharedfolder\resource); otherwise, it is impossible to crawl or retrieve documents located on remote disks.

      Rating

      All sources

      Specifies whether documents from the source should receive a higher or lower ranking than average (see Understanding Search Results Ranking).

      Example: You upgrade the system used for your organization communication and collaboration so you change the rating of the source related to the previous system to a lower rating than Normal.

      Options

      All sources

      Provides additional information on how to index the source and retrieve its documents.

      Index subfolders: Indexes folders recursively, starting with the main addresses and proceeding to deeper levels until every document is indexed.

      Example: If \\CoveoServer\Help\AdminTool\ is the main address and the Index subfolders option is selected, then \\CoveoServer\Help\AdminTool\Sources\ and \\CoveoServer\Help\AdminTool\Sources\Local\ are also indexed.

      Index Personal Sites: Indexes all the personal sites linked to the SharePoint portal. Note that this option is selected by default and applies to SharePoint sources.

      Index subsites: Indexes subsites recursively, starting with the main addresses and proceeding to deeper levels until every document is indexed.

      Example: If http://intranet/pages/ is the main address and the Index subfolders option is selected, then http://intranet/pages/news/ and http://intranet/pages/news/2007/ are also indexed.

      Index the document's metadata: Indexes metadata (ex.: modification date and author of documents) (see What Is Metadata/Meta-Information?). 

         

      Document's addresses are case-sensitive: This option 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: Produces a Quick View of documents. Note that this option is selected by default and applies to all sources.

      Open results with cached version: Displays the Quick View instead of the actual document when the title of a document is clicked in the result list. The purpose of this option is to open documents that are not available anymore or have never really existed (stored in a database, XML record, documents generated, etc.). Note that Generate a cached HTML version of indexed documents must be selected in order for Open results with cached version to be available.

      Disable document summarization: Disables the creation of a document summary and the extraction of concepts. When selected, CES however takes the first sentences of the document as the summary. The search results summary therefore includes these first sentences but not concepts. This option is not selected by default, but applies to all sources (see What Is a Summary?). 

      Skip addresses with parameters (domain.com?parameters): Keeps the Coveo Platform from indexing pages whose addresses contain a query part—the purpose of this option is to only index relevant documents in several copies. This often occurs for certain sites and variables (for example, ID). Another purpose is to save disk space. Note that this option is not selected by default, but applies to Web Pages sources.

      SharePoint Sites Discovery

      SharePoint

      Specifies which SharePoint sites to index:

      Index only starting addresses: Indexes only the sites whose addresses are entered in the Addresses box.

      Index the starting addresses and all sites listed in the Portal Site Directory: Indexes the sites whose addresses are entered in the Addresses box as well as all sites, related to these addresses, listed in the portal directories.

      Index the web application of the starting addresses: Indexes the content of the virtual directories related to the starting addresses. Note that CES must be integrated to SharePoint; otherwise, the connector is unable to locate virtual directories.

      Index all web applications having the same host name: Indexes the content of all virtual directories related to the starting addresses even if their host headers are different. Note that CES must be integrated to SharePoint; otherwise, the connector is unable to locate virtual directories.

      Title Selection Sequence

      All sources

      Indicates the sequence followed by CES to determine the title of a document (this title is displayed in the result list). The order of the three options must be defined by clicking the arrows (). Therefore, if CES fails to extract a title using the first option, it proceeds to the second one and so on.

      The options are:

      Use the title extracted by the converter: The title extracted by the converter is the metadata title (see What Is Metadata/Meta-Information?). 

      Automatically detect the title of documents: The title automatically extracted by the CES converter is made of the same key topics used to produce the excerpt and summary of the document (see What Is a Summary?).

      Use the filename: The filename is given to a document when saving it.

      Title Metadata Name

      All sources

      Indicates the name of the metadata title field. To determine this name, refer to the appropriate repository documentation. Note that in Windows the title metadata name is Title.

      User Agent

      Web sources

      Determines the name used by the Web Pages connector to identify itself when downloading pages. Leave empty to use the default value (CoveoEnterpriseSearch) configured for all Web Pages sources (see Configuring and Indexing a Web Pages Source).

      User Agent Identifier

      Web sources

      Determines the identifier used by the Web Pages connector to identify itself when downloading pages. Some websites use the user agent string ID to detect if the visitor is a specific browser or search engine crawler. The http user agent id string field allows websites to check and detect browser and versions. This information can be used to output different html and content.

      Example: Mozilla/5.0 (Windows; U; Windows NT 6.0; en-US) AppleWebKit/532.5 (KHTML, like Gecko) Safari/532.5

      Authentication

      Web sources

      SharePoint

      Indicates the username and password (if any) used to access Web or SharePoint pages.

      By default, Web Pages and SharePoint sources are crawled anonymously; however, it is possible to index secure pages with a user identity (or, for Web Pages sources, with the service login account).

    2. Click Apply Changes.

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