Manage sources

If you have the TechAdmin role, you can manage sources in Sitecore Search.

Note

Each Search domain supports up to 50 sources. To extract multiple tags from a single source, apply multiple extractors to that source.

Create a source

Search provides various methods for configuring data ingestion into your domain, depending on your use case:

Edit a source

Edit a source to make changes to the source configuration. You can edit both published and unpublished sources.

To edit a source:

  2. Click the source you want to edit.

  3. On the Source Settings page, next to the source section you want to edit, click Edit .

    For example, to edit the number of workers in an advanced web crawler source, click Edit next to Web Crawler Settings.

  4. Make changes to the source and click Save.

  5. To have your change take effect, click Publish.

    Note

    If you want to discard your changes, do not publish the source. Instead, revert the source to the last published version.

  6. In the dialog that asks you to confirm whether you want to publish the source, click Publish.

    Sitecore Search republishes the source and rescans content.

Duplicate a source

Duplicate a source when you want to replicate source configurations without doing everything from scratch. When you duplicate a source, Sitecore Search creates a new source with the same connector and entity type but with a new source ID. After the source is copied, you can edit all configurations.

To duplicate a source:

  2. To the right of the source you want to copy, click Duplicate .

  3. In the Duplicate Source page, enter a Source name, a Description, and then click Duplicate.

Revert a source

If you change a source without publishing it, you can revert the source, that is, go back to the latest published version. This is useful when you edit settings in a published source, but someone else makes other changes and publishes it before you do. In this case, revert the source to get the latest changes. Then, make your changes and publish the source.

To revert a source:

  2. Click the source you want to revert.

  3. In the top-right of the Source Settings page, click Revert to Published .

  4. In the dialog that asks if you are sure you want to revert the source, click Revert.

Publish a source

After you configure a new source or edit an existing source, you must publish the source for your changes to take effect. When you publish a source, you trigger a scan or rescan.

View source details

You can view source details like status, the date of the last run, and the user who last modified the source.

To view source details:

  2. Click the source for which you want to view details.

    You can view details in the Source Information section of the Source Settings page.

Archive a source

If you want to remove a source, you must archive the source. When you archive a source, Sitecore Search removes all index documents from this source and does not show content from the source in the search results.

However, when you archive a source, Search does not permanently delete the source. You can always restore an archived source with all settings intact.

For example, you have six content sources, two of which have only Summer-related content. For users in the northern hemisphere, you do not want the Summer content to appear in results from September to February. One way to handle this is to archive the Summer sources from September to February and restore them from March to August. When you do this, you can use all sources in API calls in any month without explicitly specifying summer or non-Summer sources.

To archive a source:

  2. To the right of the source you want to archive, click Archive .

Note

To see a list of archived sources, turn on the Show Archived switch on the Sources page.

Restore an archived source

To restore an archived source:

  2. Turn on the Show Archived switch.

  3. To the right of the source you want to restore, click Restore .

    Sitecore Search restores the source with all configurations.

  4. Publish the source.

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