Use Document360 as a Content Source

Document360 is a cloud SaaS platform for knowledge management. It is a popular among organizations focusing on either public or private knowledge bases.

Establish a Connection

  1. Navigate to Content Sources.

  2. Click Add New Content Source.

  1. Find Document360 and click Add.

  2. Enter the following details for authentication : 

    • Name. Insert a label for your content source.

    • Client URL. The value is always https://apihub.document360.io/.

    • Language. Select the content language.

    • API Key. Enter the API token key. To obtain it, refer to How to Set up API token in Document360. NOTE. While generating the API token, select GET as Allowed Method(s) for successful authentications. Alternatively, you can select all four: GET, POST, PUT, and DELETE.

  3. Click Connect.

Set Up Crawl Frequency

The first crawl is always manual and is performed after configuring the content source. In Choose A Date, select a date to start crawling; the data created after the selected date will be crawled. For now, keep the frequency to its default value Never and click Set and move to the next section.

Select Content Types and Fields for Indexing

Each content type in Document360 has several properties, such as ID, title, and status. In the Rules section, an admin selects content types and fields for crawling and indexing. By default, articles and pages content types are configured.

  1. Under the Rules section, By Content Type is the selected tab.

  2. You can see that the article and pages are configured already. Click on the edit button from the Actions column to view or edit the fields for content types.

  3. It is not recommended for users to edit or delete any field that is already added. NOTE: No custom fields can be added for crawling.

  4. Switch to By Categories. Use the alphabetical index to find categories. For example, Drive__ is shown under the alphabet D.

  5. Use the checkbox pick the selected categories for indexing. Once you have selected the categories, click Save.

After the First Crawl

Return to the Content Sources screen and click in Actions. The number of indexed documents is updated after the crawl is complete. You can view crawl progress in in Actions. Documentation on crawl progress is in View Crawl Logs.

NOTE 1

Review the settings in Rules if there is no progress in Crawl Logs.

NOTE 2

For Mamba '22 and newer instances, search isn't impacted during a crawl. However, in older instances, some documents remain inaccessible while a crawl is going on.

Once the first crawl is complete, click in Actions open the content source for editing, and set a crawl frequency.

  1. In Choose a Date, click to fire up a calendar and select a date. Only the data after the selected date is indexed.

  2. Use the Frequency dropdown to select how often SearchUnify should index the data. For illustration, the frequency has been set to Weekly and Tuesday has been chosen as the crawling day. Whenever the Frequency is other than Never, a third dropdown appears where you can specify the interval. Also, whenever Frequency is set to Hourly, then manual crawls are disabled.

  3. Click Set to save crawl frequency settings. On clicking Set, you are taken to the Rules tab.

Limitations

  • Although an admin can configure frequency crawling, the feature doesn't function. The limitation will be removed in the coming releases.

  • The current crawler doesn't respect permissions. All roles can search all indexed documents.

  • Webhooks haven't been activated for Document 360.