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Source Groups

Source groups provide a way of logically grouping specific sources, perhaps by type, or perhaps by an internal business specification.

A group can either be "mixed", which allows it to contain all source types, or source-specific. For example, you could create a source group named "Demo Content", which only supports the addition of SharePoint sources. When you create a source, any existing source groups that support that source type will be displayed in a dropdown in the source configuration screen.

Certain source types are treated as source groups. See Dynamic Source Groups for the available group types and configuration options.

Select the cog icon on the main sources grid screen for a source group to amend the group settings:

editgroup

Here you can:

  • Amend the group name
  • Delete the group
  • Disable Search Index — When disabled, content will not be processed into the core search index (classification will occur as normal, although content will be excluded from Browse / Search / Suggestions).
  • Discovery mode — This allows a source to be fully enumerated before any files are processed.
  • (SharePoint only) Supply regular expression rules to support automatically assigning sources to a specific group
  • Enable Text Extraction - Allows reading the documents and run classification rules against their content. By unticking the checkbox, the system can fetch only the metadata without crawling the entire document. After this you can run a workflow to remove the old data, using Document Age option. Unlike Discovery Mode, you can still run workflows if the workflow is triggered solely by metadata. See Step 3. Specify Conditions for Processing for instructions on configuring metadata-only workflows.
note

Credentials will only be supported if the source group is type-specific.

Deleting a group will remove all existing items from the group leaving them unassigned. You can also remove specific sources from a group by selecting the source group in the grid and then selecting Remove from Group for the required sources. Source groups can also be created and assigned as part of the source creation process.

By going to the Settings of the Source Group, you can:

  • Set the Re-index period, priority, and credentials for a single source in the group or configure these options for all sources in this group using the "Apply changes to all sources in Source Group" option.

    note

    The Apply changes to all sources in Source Group option is available when you have more than one source in a source group.

    source_groups_settings

Dynamic Source Groups​

Dynamic Source Groups are used to add a collection of sources at once. These source groups are accessed through the Add page in the Auto-Detect a Set of Sources section. Each Dynamic Source Group will have different options depending on which one is being configured. The Dynamic Source Groups are: