Setting up a Liferay Crawling Account
The best practice is to create a Liferay fixed password account used exclusively by the Coveo connector and assigned to the built-in Administrator role that has complete access to all Liferay content.
Setting up a dedicated Liferay full read account
-
Using a Liferay account that has an Administrator role, sign in to your Liferay portal.
-
On the menu bar, select Manage > Control Panel.
-
In the Liferay Control Panel, in the navigation panel on the left under Portal, click Users.
-
In the Users page:
-
Click Add to create a new user.
-
Under New User, enter arbitrary information describing the Coveo Connector user.
-
In the navigation menu on the right, click Save.
-
In the navigation menu on the right, under User Information, click Roles.
-
Under Regular Roles, click Select.
-
In the window that appears, under Roles, click the Administrator, to assign the Administrator role to the account.
-
If the Power User role has been assigned automatically, click Remove on the corresponding line, to ensure that only the Administrator role is assigned to this user.
-
In the navigation menu on the right, click Save.
-
In the navigation menu on the right, under User Information, click Password.
-
Enter a strong password in both the New Password and Enter Again boxes.
-
Leave the Password Reset Required checkbox cleared to prevent forcing the user to change the password when logging in the first time.
Note: If the password changes in Liferay, you will also need to change it in the CES user identity (see Adding a User Identity).
-
In the navigation menu on the right, click Save.
-
What's Next?
On the Coveo server, configure a CES user identity for your Liferay crawling account (see Adding a User Identity).
Configure a security provider for your Liferay portal (see Configuring a Liferay Security Provider).