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Scheduling Source Refresh Actions

You can use predefined or custom source schedules to automate actions on a source at specific times and intervals. By default, the Every day schedule is applied to newly created sources to start a source full refresh everyday at 12 A.M.

A best practice is to create and assign one or more tailored custom schedules for each source with optimized incremental/full refresh intervals (see What Should Be the Frequency of Source Refresh Schedules?). This also allows you to distribute the refreshing of your various sources over time and to enable/disable a schedule for a source without affecting other sources.

When incremental refresh is available for a source type, you will typically assign two schedules to a source:


  • You do not have to worry about overlapping Full Refresh and Incremental Refresh schedules:

    • A scheduled Full Refresh/Rebuild automatically stops a running Incremental Refresh before starting.

    • A scheduled Incremental Refresh is ignored while a Full Refresh/Rebuild is running.

  • CES 7.0.6942– (August 2014) You cannot add or delete a schedule while a source is being indexed.

To schedule a source refresh action

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

  2. Access the Sources and Collections page (Index > Sources and Collections).

  3. In the Collections section, select the collection that contains the source to which you want to assign a refresh schedule.

  4. In the Sources section, select the source to which you want to assign a schedule.

  5. In the navigation panel on the left, select Schedules

  6. In the Schedules page:

    1. Click an existing schedule to modify its configuration.


      Click Add to assign a new schedule to this source.

    2. In the page that appears: 

      1. CES 7.0.6424+ (February 2014) In the Action drop-down list, select the desired action: 

        • Start to start either an Incremental Refresh, a Full Refresh or a Rebuild.

        • Pause, Resume, or Stop to act on an ongoing source refresh (Incremental Refresh, Full Refresh or Rebuild).

          Example: A full refresh of your CRM source starts every weekday at midnight. On Wednesdays, between 1:00 and 4:00 AM, your CRM is scheduled for maintenance, so you want to ensure that the source is not indexed during this period by scheduling a refresh Pause and a Resume at corresponding time.


        • If you pause, and then resume an ongoing source refresh, once the refresh is completed, you should perform a full refresh to ensure the integrity of the source.

        • When no Incremental Refresh, Full Refresh, or Rebuild is ongoing, a Resume does nothing.

      2. In the Type section, select the type of refresh to start:

        • Incremental Refresh to index only modified documents since the last incremental refresh (see Incremental Refresh).

          Note: When the Incremental Refresh option is not present, the source type does not support incremental refresh.

        • Full Refresh to index only modified documents (see Full Refresh).

        • Rebuild to completely re-index all documents of a source (see Rebuild).

          Important: It is not recommended to schedule to regularly Rebuild a source, particularly for large sources, because each rebuild temporarily increases the size of the index and the load on the index compaction process (see About the Index Self-Optimization Process).

      1. In the Schedule drop-down list, select the schedule to use for this action.

        Note: You can modify an existing schedule or create a new one by clicking Manage Schedules.

    3. Click Apply Changes.

  7. Repeat the previous step when you want to assign another schedule to the source.

Note: You can enable/disable a source refresh schedule for example when repositories are offline to prevent unnecessary connection attempts (see Creating or Modifying a Source Schedule).

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