Planning Repositories to Index

Bringing structured and unstructured data from multiple repositories in one unified index is the great benefit of the Coveo Platform. When a unified index is available, the Coveo solutions allow you to search, consolidate, correlate, and analyze information from emails, knowledge based documents, customer relation management (CRM) system, database entries, people information, etc.

One of the basic tasks when planning a Coveo installation is to identify all the repositories that you want to index within your organization. Coveo Enterprise Search (CES) can index many types of repositories and supports many specific systems.

Analyze the content of each repository:

• Estimate the number of documents in the repository.

• Estimate the total size of the original documents

• List the main types of repository documents.

  Example: Microsoft Office, PDF, text, html, email, database records…

• Identify if some content requires special conversion tools.

  Example: Text extraction using optical character recognition (OCR) in images.

• For email repositories and desktops, estimate the number of users.

• Estimate the yearly growth for:

  • Number of documents

  • Number of users

Note the values for each repository in a table similar to the following one and contact the Coveo Support to help you plan your Coveo installation.

Repository		Documents			Users
Type	Example	Number	Total size (MB)	Annual growth (%)	Number	Annual growth (%)
Email	Microsoft Exchange Lotus Notes Enterprise Vault
Web pages	Website Extranet
File share	Network drives
Local files	Desktops Laptops
People information	Microsoft Active Directory
Database	Microsoft SQL Server
CMS	Microsoft SharePoint Sitecore
CRM	Salesforce
Wiki	Confluence