Edit an Existing Content Source

There are three things you can change in an existing content source: 

  • Authentication: Rename your content source and authenticate again.
  • Frequency: Change the intervals between two subsequent crawls.
  • Rules. Decide what to crawl.
  1. To access these settings, go to Content Sources and click .

  2. On the screen that opens next, select one of the following options: 

    Changing the name of a content source is straightforward, but the method of authentication varies with each platform. Refer to the platform-specific documentation for details.

    Sometimes on the Authentication screen, an error message is displayed: “You need to re-authenticate this content source to continue crawling new content.” In such scenarios, you should re-authenticate your content source. Click Reconnect.

    Re-Connect

    An admin can edit a Content Source for multiple reasons, including:

    • To reauthenticate

    • To fix a crawl error

    • To change frequency

    • To add or remove an object or a field for crawling

    When a Content Source is edited, either a Connect or a Re-Connect button is displayed.

    Case 1: When the Connect button is displayed:

    When the Connect button is displayed if the Content Source authentication is successful. Along with the button, a message is displayed There are no crawl errors and the Content Source authentication is valid.

    Fig. The Connect button is displayed on the Authentication tab.

    Case 2: When the Re-connect button is displayed:

    The Re-connect button is displayed when the authentication details change or the authentication fails for any reason.

    In both cases, the Content Source connection must be authenticated again. To reauthenticate a Content Source, enter the authentication details, and click Re-Connect.

    Fig. The Re-Connect button is displayed on the Authentication tab.

    Set Up Crawl Frequency

    The first crawl is always performed manually after configuring the content source. In the Choose a Date field, select a date to start the crawl; only data created after the selected date will be crawled*. For now, leave the frequency set to its default value, Never, and click Set.

    Fig. The Frequency tab when "Frequency" is set to "Never".

    As was with Authentication, managing the settings in Rules varies with each content source. Refer to the documentation of your platform to learn more.