# Content Server

Connect a Content Server source to Workplace AI to make the most of your data. Once you have selected a Source System type more detail will expand to customise this.

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For Livelink connections, contact your Aiimi representative.
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1. **Source System:** Select ContentSever from the dropdown.

## Initial Configuration Steps

1. **Web Service Base URL**: Enter the OpenText web service URL with a trailing slash.
   * For example, <https://server/otcs-ws/>.
2. **Credentials**: Choose a username and password from the dropdown list.
   * *For support setting up credentials use* [*our guide on managing credentials.*](https://docs.aiimi.com/aiimi-insight-engine/control-hub/security/credentials)
3. **Domain Prefix:** Enter the prefix to identify domain users and groups.
4. **System Prefix:** Enter the prefix that makes the node IDs, users and groups unique.
   * This must match the value of the matching security sync.
5. **Open File:** Enter a template URL to use for opening a file from the content server.
   * This must be a single placeholder for the node ID.
6. **Open Location:** Enter a template URL to use for opening a folder from the content server.
   * This must be a single placeholder for the node ID.

<figure><img src="https://content.gitbook.com/content/iyzfmS8DQ2bAtaOk1MxQ/blobs/PBVdDsvjK63THTsc7YuH/image.png" alt="" width="563"><figcaption></figcaption></figure>

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## Crawl Details

1. **Initial Node IDs:** Add Node IDs to identify where the crawl should stat from.
2. **Container Types:** Create a list of container types that should be crawled  like a folder for this source.
3. **Document Subtypes:** Add the document subtypes that should be included in the crawl.

<figure><img src="https://content.gitbook.com/content/iyzfmS8DQ2bAtaOk1MxQ/blobs/6eNMjSFft08y2g6V9qe0/image.png" alt="" width="563"><figcaption></figcaption></figure>

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## Category and Attribute Filter

1. **Category Attribute:** Enter the category attribute name to filter on.&#x20;
   * For example, Migration Category:Migrated
2. **Attribute Value:** Enter a value to test.
   * For example, HIVE
3. **Exclude:** Check to exclude matching nodes from the crawl. Nodes that don't have this category are treated as not matching.

<figure><img src="https://content.gitbook.com/content/iyzfmS8DQ2bAtaOk1MxQ/blobs/Z5WgxR9aTPttzVN9XXlq/image.png" alt="" width="563"><figcaption></figcaption></figure>

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## Renditions

1. **Index renditions as separate documents:** Check this to include the renditions of a file within the version history.
   * This does not support advanced (minor and major) versioning.
   * *Track Versions on the advanced tab must be checked for this to work.*

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## Timeouts

1. **Send Timeout (seconds):** Enter how long the client side will wait for a response from the web service before timing out.
2. **Token Refresh Interval (seconds):** Enter how long authentication tokens will be used for before refreshing. This must be less than any configured cookie or token expiry times.

<figure><img src="https://content.gitbook.com/content/iyzfmS8DQ2bAtaOk1MxQ/blobs/1N0a9M2dpsb06DzU27dT/image.png" alt="" width="563"><figcaption></figcaption></figure>

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## Advanced

1. **Include owner and permissions:** If checked, the file owner and permissions are populated by the crawl.
   * Disabling this can speed up the crawl, but files won't be correctly permission-trimmed in searches.
2. **Include node data:** If checked, the node data returned from EWS will be stored as metadata.
   * This allows for custom enrichment steps that extract more Content Server properties. This is at the expense of additional Elastic storage.
3. **Include child files data:** If checked, the metadata for child files are calculated and stored in the hierarchy index. This can increase the crawl time.

<figure><img src="https://content.gitbook.com/content/iyzfmS8DQ2bAtaOk1MxQ/blobs/0xYuVJp2abiInM1Q1QlC/image.png" alt="" width="563"><figcaption></figcaption></figure>

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## Completed the Source section&#x20;

1. Once you have completed this section, select Crawl. [Learn how to complete the source Crawl set up.](https://docs.aiimi.com/aiimi-insight-engine/control-hub/agents/configurations/source-configurations/source-crawl)