Configure crawl settings for a Lucidchart external content connector

Specify the folders you want your Lucidchart external content connector to crawl. Define inclusion or exclusion filters to dictate the types of content the crawl retrieves and feeds to AI Search for indexing.

Before you begin

A connector administrator must have already created the Lucidchart external content connector that you want to configure crawl settings for. To learn about this procedure, see Create a Lucidchart external content connector.

Role required: sn_ext_conn.xcc_admin

About this task

This task is optional. By default, the Lucidchart external content connector crawls all folders from its specified source system and sends documents with all supported file extensions to AI Search for indexing. Only perform this task if you want the connector to use any of the following non-default settings:

• Inclusion or exclusion filters for the folders to crawl when running content crawls
• Inclusion or exclusion filters for the file extensions to retrieve when running content crawls

Content is only retrieved from the source system if it passes all of your configured crawl setting filters. If any crawl setting filter excludes a content item, the external content connector doesn't retrieve it.

Important:

By default, each external content connector can index up to one million (1,000,000) content items from its source system. When a connector exceeds this limit, it continues to crawl the source system, but only sends content item deletions and updates to AI Search for indexing, ignoring new content items. The connector logs an error message for every 10,000 content items it crawls beyond the indexing limit.

When a connector's indexed content item count exceeds 800,000, a warning message appears in the connector's UI to indicate that it's approaching the indexing limit. If the connector reaches the indexing limit, an error message appears in its UI.

External content connectors that support user permissions crawls can handle permissions for up to five hundred thousand (500,000) users and their groups. If a connector retrieves users in excess of this limit, user and group permissions may not be correctly applied to the connector's retrieved content. As a result, the content may not be searchable.

If one of your connectors reaches the content indexing limit, you can update its crawl settings and file inclusion/exclusion filters to reduce the number of content items it retrieves. Alternatively, if you need a connector to index more than 1,000,000 content items, you can create a Customer Service and Support case at https://support.servicenow.com/now to request a limit increase for the connector.

Procedure

1. Navigate to All > External Content Connectors > External Content Admin Home.
2. In the Connectors list, select the record for the Lucidchart external content connector whose settings you want to modify.
3. In the connector editor's Settings tab, select Crawl settings.
4. Select one of the following Date options:
   • To retrieve content from documents that were published in the last year, select Published last year.
   • To retrieve content from documents that were published in the last quarter, select Published last quarter.
   • To retrieve content from documents that were published in the last month, select Published last month.
   • To retrieve content from documents that were published in the last week, select Published last week.
5. Select one of the following Folders options:
   • To crawl all folders encountered on the source system, select Crawl all folders.

   • To crawl only a specified set of folders encountered on the source system, select Include only these folders, then use the Add folder name or ID to include field and Add button to enter names or IDs for folders you want the connector to include when crawling.

     As an example, you might enter MarketingFolder to only retrieve searchable content from documents in folders with the specified name or ID.

   • To crawl all but a specified set of folders encountered on the source system, select Exclude only these folders, then use the Add folder name or ID to exclude field and Add button to enter names or IDs for folders you want the connector to exclude when crawling.

     As an example, you might enter DraftFolder to exclude searchable content from documents in folders with the specified name or ID.

6. Select one of the following Documents options:
   • To crawl all documents from the source system, select Crawl all documents.

   • To crawl only a specified set of documents from the source system, select Include only these documents, then use the Add document name or ID to include field and Add button to enter names or IDs for documents you want the connector to include in retrieval.

     As an example, you might enter release_document to only retrieve searchable content from documents with the specified name or ID.

   • To crawl all but a specified set of documents from the source system, select Exclude only these documents, then use the Add document name or ID to exclude field and Add button to enter names or IDs for documents you want the connector to exclude from retrieval.

     As an example, you might enter DraftFolder2 to exclude searchable content from documents with the specified name or ID.

7. Optional: If you want AI Search to automatically generate captions for content in attachments and files retrieved by the connector, select the Multimodal captions option.
   When you select this option, the Platform Multimodal Service automatically generates descriptive captions for images, tables, charts, and other visual elements found in retrieved attachments and files. You can discover these retrieved attachments and files by searching for terms from their generated captions.

   This option is only available when the Platform Multimodal Service plugin is activated on your instance.

   • For details on activating the plugin, see Activate the Platform Multimodal Service plugin.
   • To learn how to select the VLM (visual learning model) provider and model used for the Platform Multimodal Service, see Configure multimodal captioning for AI Search.
8. Select Save and validate.

Result

The Lucidchart external content connector is updated with your modified crawl settings.

What to do next

To retrieve content from your Lucidchart source system using your modified crawl settings, create and run a one-time content crawl for your Lucidchart external content connector. To learn about creating and running one-time content crawls, see Create a content crawl for an external content connector.