Adding data sources (connectors) is one of the most crucial steps in effectively using CogniVis. It enables you to integrate your company’s data from various platforms, allowing the AI to analyze and automate processes seamlessly. By connecting your sources, you ensure that CogniVis can access real-time information, delivering personalized and accurate insights for your business.
Add new connector
Go to an Admin Panel, which you can find in the upper right corner of the screen.
Click on “Add Connector” in the menu on the left side of the screen.
Choose a tool that you would like to connect from the list of available tools, for example: Dropbox.
Follow the connection instructions displayed after choosing a tool. Each of the tools will have its own connection process.
Detailed documentation for each connector can be found in the dedicated Connectors section on the sidenav.
In the end, when you provided the information necessary in the chosen tool, decide whether the documents should be public or not, and then click on “Update”.
The Documents are Public option allows you to make documents accessible to everyone, without any access restrictions. This means that any user can view and retrieve the documents without needing special permissions or authentication.
You can check the status of the added connector in the “Existing Connectors” tab in the menu on the left side of the screen.
Immediately after adding a new connector, the status might be yellow – it means that you need to wait a few minutes until the connector indexes properly.
On this page, you can also see when the connector was indexed for the last time (when the data from the connector was updated).
Update connector
Automatic indexing
CogniVis automatically re-indexes sources every 10 minutes, ensuring that the index stays up-to-date with the latest changes in the source.
Indexing update
This will retrieve and index all documents that have been added or modified since the last successful indexing process.
To use the indexing update function, open your chosen connector, click Run Indexing button in the top-right corner, and then press Run Update button to start the process.
Full re-indexing
This will perform a full re-indexing of all documents from the source. The process may take considerable time depending on the number of documents in the source.
For full re-indexing, follow the same steps as above but click the Run Complete Re-indexing button instead.
Pruning
This option removes documents from the index that are no longer present in the source. It ensures that the index remains accurate and does not contain outdated or irrelevant entries. Pruning does not affect documents that are still present in the source. It only removes documents that have been deleted or are no longer available.
For pruning, do the same steps but select the Pruning button.