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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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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
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Content Sources Authentication — Cheat Sheet

No Auth

Basic Auth

OAuth and Others

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