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Content Sources Authentication — Cheat Sheet

sugrokker

A quick cheat sheet to help you prepare beforehand if you are planning to index multiple content sources.

No Auth

No content source privileges are needed, apart from the content source's URL. Select it to crawl public content.

Basic Auth

Indexes the data available to the user whose username and password are entered. Admins can either enter the credentials on the screen or in the pop-up window which appears when you click Connect.

OAuth and Others

High security authentication for some content sources, such as Khoros (Lithium) communities, Higher Logic communities, and ServiceNow. Usually requires an API token or the client ID and client password of an app.

In this chart, you can map content sources with available authentication methods.

Content Source	No Auth	Basic Auth	OAuth or Others
API	Yes	Yes	No
Azure DevOps	No	No	Yes; Personal Access Token (PAT)
Box	No	Yes	No
Confluence	No	Yes	Yes; OAuth
Docebo	No	No	Yes; client ID and client secret
Dropbox	No	Yes	No
GitHub	No	No	Yes
Google Drive	No	Yes	No
Helpscout	No	No	Yes; API keys
Higher Logic	No	No	Yes; Username, password, and HLIAM key
Jira	Yes	Yes	Yes; OAuth
Jira On-Premises	No	No	Yes
Jive	No	No	Yes; client ID and client secret
Lithium	Yes	No	Yes; (1) Community User details and HTAccess; (2) API User details and HTAccess; (3) OAuth
Litmos	No	No	Yes; API key
MadCap Flare	No	No	Yes
Marketo	No	No	Yes; client ID and secret
Microsoft Dynamics	No	No	Yes; client ID, tenant ID, and client secret
Mindtouch	No	Yes	No
Moodle	No	No	Yes
Saba	No	Yes	No
Salesforce	No	Yes	No
ServiceNow	No	Yes	Yes; OAuth
SharePoint	No	Yes	No
SkillJar	No	No	Yes; API key
Slack	No	Yes	No
SOLR	Yes	No	No
StackOverflow	Yes	No	Yes; OAuth
Vimeo	No	Yes	No
Website	Yes	Yes	Yes; Form
YouTube	No	Yes	No
Zendesk	Yes	Yes	Yes; OAuth
Zoomin	Yes	No	No

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This article offers one- or two-sentence definitions of analytics terms as they are employed in SearchUnify. The article can be bookmarked and used as a handy reference. For details, refer to the official documentation on Search Analytics. Terms This list will keep on expanding as SearchUnify adds new reports and missing terms are spotted and included. Cases Logged. The total number of cases created on the support page where a search client is installed. Clicks. The total number of results opened across all your search results pages in all sessions. Click Sessions. Search sessions in which at least one result was clicked. Click-Through Rate. See 14; Search Conversion Rate. Daily Average Searches with No Click. It is the average of Searches with No Click over the selected Date Range. Daily Average Searches with No Result. It is the average of Searches with No Result over the selected Date Range. Daily Average Sessions with Unsuccessful Searches. It is the average of Sessions with Unsuccessful Searches over the selected Date Range. Daily Average Unsuccessful Searches. It is the average of Unsuccessful Searches over the selected Date Range. Exit. The number of sessions ended. Featured Snippet. A summary of an answer to a user's query, which is displayed right there on the search results page without the users having to click through to a specific result (Majorly works with How-to articles). No Click Sessions. Search sessions in which no result was clicked. No Search Sessions. Sessions in which a user didn’t run any search. Search Conversions. All searches with clicks are "search conversions". Search Conversion Rate. The ratio of the number of conversions to the number of either All Searches or Unique Searches. Search Sessions. The sum of sessions in which at least one search was performed. Searches with Results. Searches with results refer to the list that is created in response to a search query. Searches with No Click. Search queries where results were shown up on the search client, but users haven’t probably found the results relevant. Searches with No Result. Searches for which no result is produced. SearchUnify Case ID. Unique case ID in a Salesforce org. Sessions. A session is a group of interactions between a user and your website, community, or another platform that takes place during a specified period. Sessions with Unsuccessful Searches. This counts the number of sessions where at least one unsuccessful search was recorded. Both Searches with No Result and Searches with No Click are Unsuccessful Searches. Successful Searches (Clicks). List of searched queries which returned at least one result and at least one of the results is clicked Support Sessions. Sessions in which at least there was at least one visit to the page defined in the Support Page URL. Total Searches. The total number of times search was used on your website or community. Total Sessions. Total number of sessions Unique Searches. The total number of times your website or community search was used, excluding facet selection/deselection, pagination. Unique Unsuccessful Searches. The number of search queries for which either nothing was found or no result was clicked in at least one search.
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Content Sources • Created • Last Reply Last reply • Saurabh Jain

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Problem Statement What are the possible causes of Crawl failure for a new Content Source? Environment Production Reported product version C'20 Resolved in version C'20 Module Content Source Causes Invalid credentials Incorrect content source name Incorrect client URL Incorrect crawling Start Date Overlap of crawling operations with patch deployment Mismatch between the article fields and fields configured in the admin panel. Solution Ensure that the login credentials of the content source are the same as the ones used to connect the content source in the SU admin panel. Check if the content source name contains any non-ASCII characters. Only ASCII characters should be used to set the content source name. Only baseURL should be used while configuring content source in the SU admin panel. The crawling start date should not be current or future date but should be in the past, from when you would like crawling to start. If crawl fails in between, check with your CSM if there was any patch deployment happening while crawling was in progress. If you have updated the article structure for one of your content sources by deleting a field, make sure to update the SearchUnify admin panel object fields for a given content source. For more information on how to configure a new content source please visit: https://docs.searchunify.com/Content/Content-Sources/Content-Source.htm
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Content Source crawling status and crawling logs
Content Sources • Created • Last Reply Last reply • Saurabh Jain

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Problem Statement: How to find the number of documents crawled in a content source? How to find the crawling logs for the last crawling of a content source? How to manually start/stop crawling of a content source? How to setup Email notification Alert for Crawling Completion status of a content source? Environment Production Reported product version Mamba'20 Resolved in version Mamba'20 Module Alerts and Content Source Resolution Number of documents indexed in a content source, is shown up next to the name of the Content source (shown in the image) Crawling logs for the last crawl of a content source tab are accessible, on click of logs icon (shown in the image) Click on the Refresh icon to manually start and stop the crawling of a content source (shown in the image) Content source Indexing notifications are configurable from the Admin Panel. To set it up please follow these steps: a. Login into SearchUnify Admin Panel b. Navigate to "Alerts" section from the navigation list on the left c. Click on "Content Source Subscription" tab d. Click "Add Subscription Email", select the content source and enter the email ID to set the crawling alerts
How to Rename a Content Type?
Content Sources • content sources content type object rename change label • Created • Last Reply Last reply • sugrokker

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Content Types are the objects used for storing data. Some platforms contain only one object while in others there is virtually no upper limit. YouTube has one content type, video. Dropbox supports two content types, paper and file. But in Salesforce, admins can create dozens of custom objects. Object names are defined by the platform in question but SearchUnify allows admins to change their labels. For instance, you can YouTube video as movie and Dropbox paper as doc. Change Content Type Label To change the label of a content type Go to Content Sources from the main navigation. Open any content source for editing. Open the Rules tab. In the Label column, find your content type, click the edit icon, and enter the new label. Save your settings. The content type will be renamed.
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Exclude pages from Indexing
Content Sources • Created • Last Reply Last reply • Saurabh Jain

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Question What is the best way to exclude multiple pages from search when they are not in the same folder structure? Environment Production Reported product version M'21 Resolved in version M'21 Module Content Sources Answer The best way to exclude the docs while crawling would be to add all the URLs to the "Should not crawl" section. Below are the steps: Navigate to Content Sources in Admin Panel Edit website type Content Source from which you want to exclude the docs. Navigate to Rule tab and click "By Filter" Add pages in "should not crawl" section. This will prevent these pages from being indexed and shown in search result pages. Note: These URLs will also be excluded by auto crawlers that are running after a given frequency. Also, this feature is only available for website type content source.
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Site Map Generator is an open source program used to create a customized site map with two attributes: <loc> and <lastmod>. <url> <loc> https://docs.searchunify.com/Content/Content-Sources/Jive.htm </loc> <lastmod>2020-05-07</lastmod> </url> It offers several options as well. The most useful is probably -b which is used to specify the file types that shouldn’t be part of the sitemap. Prerequisites Server (or PC) with Python 3 or higher installed Server (or PC) with PIP3 installed Method Go to this page and copy the code. Create a file named sitemap_gen.py. ~$ touch sitemap_gen.py Paste the code into sitemap_gen.py. Generate a sitemap. ~$ python3 sitemap_gen.py https://yourwebsite.com/ Depending on the size of the website, the command might continue to run for a few minutes. Once it has run its course, a file named sitemap.xml will be created. Tips To exclude certain file types from the sitemap, use the argument -b. ~$ python3 sitemap_gen.py -b png -b jpeg https://yourwebsite.com/ The above command puts all the images into the sitemap except for png and jpeg images.
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Restrict SU Search to a specific type of knowledge articles
Content Sources • Created • Last Reply Last reply • Saurabh Jain

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Question How can a user restrict SU crawlers to index only specific category of knowledge articles? Environment Production Reported product version C'20 Resolved in version C'20 Module Content Sources Answer To restrict search to a specific knowledge article, it is required to know "record type id" of that article type. Once it is known, below steps can be followed to configure it in SU admin panel: Click on Content source in SU admin panel Edit content source Click on "Rules" Tab Click on "Manage conditions" option for a given Salesforce object 5)Drag the record type ID field and enter the "record type ID" that you want to crawl.

Content Sources Authentication — Cheat Sheet

No Auth

Basic Auth

OAuth and Others

Suggested Topics

Search Analytics - Short Definitions
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Content Sources Authentication — Cheat Sheet

No Auth

Basic Auth

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Content Sources • sitemap website crawler • Created • Last Reply Last reply • sugrokker

Restrict SU Search to a specific type of knowledge articles
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