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.

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.

      OR

      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.

           

         Notes:

         • 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).