Use YouTube As a Content Source
Index YouTube videos and make them searchable for your employees and customers. SearchUnify can index the videos uploaded on your channel and the channels that you have subscribed to. To add YouTube as a content source, you should be an admin or a super-admin in SearchUnify.
Only SU Admins and the SU Super Admin can link a YouTube content source with a SearchUnify instance.
SearchUnify ignores user permissions during searches. Juan can find "Accounts.pdf" in search irrespective of whether he has access to the file or not.
Establish a Connection
- Navigate to Content Sources.
- Click Add New Content Source.
- From the search box, find YouTube and click Add.
- Give your content source a name and click Connect.
- If you are already logged into YouTube (or Google), you will be prompted to give SearchUnify read-write access to your channel. Click .
- A "Connection Succeeded" message greets you. Click Next.
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 and Channels for Indexing
YouTube videos have fields, such as titles, descriptions, and channel names. You can index them all or a selection of them. This section shows how to find fields for indexing in By Content Type. After that, the process to pick channels for indexing through By Channels is described.
- To start selection, click .
- You will discover that all available fields have been selected. The safest path forward is to click Apply. However, if you are an advanced user or a developer, you can remove fields, such as channel_id and comment, and change the Label and Type of a field. Neither change is recommended for most users.
- Clicking Apply brings you back to By Channels where next to is .
- is used to find and replace values in a field. Think of it this way. Your flagship product has recently been named from "SearchUnify" to "s.e.a.r.c.h.u.n.i.f.y". You want the search result titles to display s.e.a.r.c.h.u.n.i.f.y immediately. to the rescue. Click it, find title in Name, write the regular expression for the old product name in regex, and the regular expression for its replacement in replace. Click Add and then Save. Each instance of "SearchUnify" in title on the search results page will be swapped with "s.e.a.r.c.h.u.n.i.f.y". It's important to mention here that makes changes in the SearchUnify index, not YouTube. On clicking the end-users will continue to encounter good old "SearchUnify."
- Navigate to By Channels and use the index to find channels. CCTV is listed in C and SearchUnify in S. The search function can be used to find a channel from a long list.
- Check Enable and click Save.
Crawl Playlists Instead of Channels
An alternative method to work with YouTube is to index playlists instead of channels. By Playlists can replace By Channels if you write to email@example.com. By Playlists gives you more flexibility in crawling because you can limit search to the videos inside selected playlists. When By Playlists is active the By Channels tab disappears.
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, March 29, 2023
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