Use Connectors to create connections to your stored data

Upland BA Insight connectors provide the critical bridge between enterprise content repositories and the search and enrichment services within BA Insight. Connectors enable the platform to access, extract, and normalize data from diverse content sources, such as web services, file systems, databases, and cloud storage, ensuring that all relevant information can be indexed and enriched for search. By standardizing the flow of content from multiple systems, connectors form the foundation for unified search, AI-powered enrichment, and contextual discovery across the enterprise.

Best practices for Connector efficiency

Proper configuration of connectors ensures efficient, accurate, and secure content ingestion. The following best practices help maximize performance and maintain system reliability:

• Plan crawls carefully: Schedule incremental crawls based on content volatility to minimize load while keeping the index up to date. Use full crawls sparingly for initial indexing or major content or permission changes.

• Use metadata mapping effectively: Map source metadata fields to standardized schema fields to maintain consistency. Proper mapping improves search relevance and ensures that enrichment services such as AutoClassifier can operate correctly.

• Monitor performance and logs: Regularly check connector logs for errors, failed items, and performance metrics. This allows early detection of issues with network connectivity, source system permissions, or data format inconsistencies.

• Test and validate configurations: After setup, run a test crawl and verify that content and metadata are being correctly ingested and propagated through the index pipeline. Confirm that permissions are correctly applied to ensure users only see authorized content.