Specifying the Personal Folders to Index

The Desktop Integration Package (DIP) may by default add to the Coveo unified index desktop/laptop computer files specified by your Coveo administrator. However, you can configure the DIP to take into account files that are located in other folders on your computer or in private network folders. You can also exclude specific folders from being added to the Coveo unified index.

To specify personal local or network folders to include or exclude from the index

1. Open the Coveo Desktop Integration Package Options dialog box:

   • In Microsoft Outlook, from the menu, select Coveo > Options.

     OR

   • From the Windows taskbar, in the system icon tray, right-click the Coveo Desktop Integration Package icon , and then select Options in the menu.

2. In the Coveo Desktop Integration Package Options dialog box, click the General tab, and then in the Remote Indexing section, ensure that the Remote server name for your Coveo Back-End server is entered. If you do not know this server name, contact your Coveo administrator.

   Note: The Remote Indexing section is often non editable because its parameters have been centrally configured by your Coveo administrator. In this case you have nothing to do.

3. In the Coveo Desktop Integration Package Options dialog box, click the File Indexing tab.

4. To add local or personal network folders to the index:

    

   1. Below the Folders to Index list, click Add New.

   2. In the Browse For Folder dialog box:

      • Select the local or network folder that you want to add.

        OR

      • Desktop Integration Package 12.0.7914+ (October 2015) In the Folder box, manually type a folder path or paste one.

        OR

      • When the folder you which to include appears in the Folders to Exclude list, select it, and then click Delete

5. To exclude local or personal network folders from the index:

   If the folder you which to exclude appears in the Folders to Index list, select it, and then click Delete.

   OR

   1. Below the Folders to Exclude list, click Add New.

   2. In the Browse For Folder dialog box:

      1. Select the local or network folder that you want to add.

         OR

      1. Desktop Integration Package 12.0.7914+ (October 2015) In the Folder box, manually type a folder path or paste one.

      2. Click OK to return to the Coveo Desktop Integration Package Options dialog box.

   Note: When the same folder appears in both the Folders to Index and the Folders to Exclude lists, the content of this folder is not included in the Coveo unified index.

6. Repeat the previous steps for all folders that you want to include in, or exclude from the Coveo unified index.

7. Click Apply to confirm the changes, and then OK to close the Coveo Desktop Integration Package Options dialog box.