How to Set Up and Configure the Sitecore Connector

All BA Insight connectors can be downloaded from the Upland Right Answers Portal under Knowledge > BA Insight > Product Downloads > Connectors. This connector is installed with the same generic steps as any BA Insight connector. You must satisfy the Prerequisites for your connector before installing. The configuration specifics are detailed below.

Before You Start

The following step is required for Sitecore version 10 and above. If you use an earlier version of Sitecore, you can skip this step.

  1. Copy the file 'items.web.dat' from your Sitecore server to the local deployment folder of connector

    1. Example: “C:\Program Files\BA Insight\BA Insight Sitecore Connector\WebService”)

How to Configure Your Connection

Procedure:

  1. Login: Enter web server credentials and the SQL user.
    1. Both logins and passwords must be separated by a semi-colon.
    2. If Integrated Security or a SQL user is specified in the connection strings, (in step 2), then only the web server credentials can be added.
  2. Sitecore Database Connection strings: Enter the three connection strings for each Sitecore database:
    • Web
    • Core
    • Master
  3. Enter the three connection strings on separate lines and preceded by their type. For example,
    Copy
    Web: Server=sqlserver;Database=Sitecore_web;Integrated Security=True
    Core: Server= sqlserver;Database=Sitecore_core;Integrated Security=True
    Master: Server= sqlserver;Database=Sitecore_master;Integrated Security=True
  4. Sitecore Database schema:
    1. Enter the schema for the Sitecore databases.
    2. Default value: dbo.
  5. Bypass Security:
    1. Check if all content should be marked as public.
    2. The security is retrieved from the Sitecore Core database.
  6. Use Windows Authentication:
    1. Ensure the login represents a Windows user.
    2. By default this is set to "false" and the Login represents a Sitecore user.
  7. Sitecore server address:
    1. Enter the Sitecore server address.
    2. This is used later to make REST API requests to retrieve the page content.
  8. Template ID Filter:
    1. Filter used to include or exclude items based on their template IDs or the template IDs that are found in the inheritance path.
    2. The template ID can be found on the Admin Console.
      1. Excluded template IDs are preceded by the minus ( - ) sign.
      2. Included template IDs are preceded by the plus ( + ) sign.
      3. If an included filter is added, only items that are using or inheriting the specified template ID are crawled.
      4. By default all items under ‘sitecore/content’ and ’sitecore/media library’ are crawled.

How to Configure Your Content Source

There is an optional content setting to filter items during crawl.

  • Specify a list of paths to be included or excluded during a crawl.
  • The paths must be separated by new lines.
  • Wildcards (*) and both inclusion and exclusion rules are supported by preceding the path with the +/- signs.
  • Exclusion rules have priority over inclusion when using wildcards.

In the example in the picture below, everything "under" Folder1 is crawled except SubFolder1.