Use Seismic Platform as a Content Source
Make the sales enablement content stored in Seismic findable. SearchUnify's Seismic crawler can index Microsoft Word documents, PowerPoint presentations, PDFs, and practically all the files used for building MicroApps and LiveContent. It's then possible to link the indexed content to a search client on any supported platform. This article walks you through process of indexing.
SearchUnify ignores user permissions during searches. Kyle can find a file named "Accounts" in search irrespective of whether they have access to the file or not.
Establish a Connection
- Navigate to Content Sources.
- Click Add New Content Source.
- Find Seismic through the search box and click Add.
- Seismic data is stored as a content source, which requires a name. Give the data a relevant appellation in Name. For illustration, the content source has been named "Seismic UAT."
- As for now only Basic authorization is supported. Skip the Authorization tab.
- Data on Seismic is stored in DocCenter, which is accessible only through a Tenant ID. Enter the ID you use to access DocCenter in Tenant. For illustration, the tenant name is "thepulse".
- Skip Language if your documents are only in English. But if you have a multilingual sales collateral, then check all the languages from the dropdown.
- Enter User ID and password you use to log into Seismic in Username and Password respectively.
- SearchUnify indexes Seismic data through the official Seismic API. To use the API services, you are required to create an app. If you haven't already, create an app and enter the app ID and secret in Client ID and Client Secret respectively and click Connect.
If the linking is successful, then the Connect button changes to Connected and Password and Client Secret fields turn blank.
Set Up Crawl Frequency
The first crawl is always manual and is performed after configuring the content source. For now, keep the frequency to its default value Never and click Set and move to the next section.
Select Fields for Indexing
SearchUnify currently indexes one Seismic content object,
documents, you can specify any (or all) of the supported fields for indexing: id, name, version, modifiedAt, latestLibraryContentVersionId, latestLibraryContentVersionSize, libraryUrl, docCenterUrl, format, teamsiteId, isDeleted, ownerId, isPublished, post_time, and viewHref. For example, if
id is indexed, then you can look up a document through its ID or if
format is indexed then you can use PDF, DOC, and other format field values as filter. The latter comes in handy when you are looking for sales enablement content in a particular format.
To specify fields for indexing, click .
Delete the fields you don't want to index and click Apply. Pro Tip: It's recommended not to delete any field for a better search experience.
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.
Review the settings in Rules if there is no progress in Crawl Logs.
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.
- In Choose a Date, click to fire up a calendar and select a date. Only the data after the selected date is indexed.
- 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.
- Click Set to save crawl frequency settings. On clicking Set, you are taken to the Rules tab.
Last updated: Wednesday, September 20, 2023
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