Setting Up an OpenText Content Server Crawling Account

The Coveo connector needs to connect to the OpenText Content Server (OTCS) using an account that has read access to all the OTCS content that you want to index. The Coveo connector only reads and does not modify the OTCS content.

The best practice is to create an OTCS crawling account with a non-expiring password to be used exclusively by the Coveo connector and grant this account complete read access to all OTCS content. When you want to also index permissions, the crawling account requires System administration rights.

To grant the crawling account read permissions to all items

1. Using an administrator account, sign in to OpenText ECM Suite.

2. On the OpenText Content Server menu, select Enterprise > Workspace.

3. Next to Enterprise, click the Functions arrow, and in the menu, select Permissions.

   

4. In the Permissions page:

   

   1. In the Assigned Access section, add the crawling account to which you want to grant the rights.

   2. Click the newly created crawling account, and in the Edit User Permissions pane:

      1. Select the See Contents check box.

      2. In the Apply To drop-down list, select This item & sub-items.

      3. In the Sub-Items Options, select the check boxes for item types that you want to index.

      4. Click Update.

To grant the crawling account System Administration Rights

1. Using an administrator account, sign in to OpenText ECM Suite.

2. On the OpenText Content Server menu, select Enterprise > Users & Groups.

   

3. In the Users and Groups page, find the user to which you want to grant Administration rights, and then click the Edit link for that user.

4. In the General Info for: [username] page:

   

   1. Select the General tab.

   2. In the Privileges section at the bottom, select the System administration rights check box.

   3. Click Update.