Configure crawl settings for a Trello external content connector

Specify the workspaces you want your Trello 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 Trello external content connector that you want to configure crawl settings for. To learn about this procedure, see Create a Trello external content connector.

Role required: sn_ext_conn.xcc_admin

About this task

This task is optional. By default, the Trello external content connector retrieves boards found in all workspaces in its specified source system, and sends them and all their cards 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 workspaces to crawl when running content crawls
• Inclusion or exclusion filters for the boards to retrieve when running content crawls
• Inclusion or exclusion filters for the cards to retrieve from boards 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, an external content connector can index up to one million (1,000,000) documents from its source system. When a connector exceeds this limit, it continues to crawl the source system, but only sends document deletions and updates to AI Search for indexing, ignoring new documents. The connector logs an error message for every 10,000 documents it crawls beyond the indexing limit.

When a connector's indexed document 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.

If one of your connectors reaches the indexing limit, you can update its crawl settings and file inclusion/exclusion filters to reduce the number of documents it retrieves. Alternately, if you need to index more than 1,000,000 documents, 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 Trello external content connector whose settings you want to modify.
3. In the connector editor's Settings tab, select Crawl settings.
4. In the Crawl content types section, select one of the following options for workspaces:
   • To crawl boards from all workspaces found in the source system, select Crawl all workspaces.

   • To crawl only boards from a specified set of workspaces found in the source system, select Include only these workspaces, then use the Add workspaces to include field and Add button to enter URLs for workspaces you want the connector to include when crawling.

     As an example, you might enter https://trello.com/w/user_team27179485/home to only retrieve searchable content and metadata from boards in the specified workspace.

   • To crawl boards from all but a specified set of workspaces found in the source system, select Exclude only these workspaces, then use the Add workspaces to exclude field and Add button to enter URLs for workspaces you want the connector to exclude when crawling.

     As an example, you might enter https://trello.com/w/user_team79211866/home to exclude searchable content and metadata from boards in the specified workspace.

5. In the Crawl content types section, select one of the following options for boards:
   • To crawl all boards found in the source system, select Crawl all boards.

   • To crawl only a specified set of boards found in the source system, select Include only these boards, then use the Add boards to include field and Add button to enter URLs for boards you want the connector to include when crawling.

     As an example, you might enter https://trello.com/b/PmX4mI8k/production-3 to only retrieve searchable content and metadata from the specified board.

   • To crawl all but a specified set of boards found in the source system, select Exclude only these boards, then use the Add boards to exclude field and Add button to enter URLs for boards you want the connector to exclude when crawling.

     As an example, you might enter https://trello.com/b/QcW9nC3p/qe-test-1 to exclude searchable content and metadata from the specified board.

6. In the Crawl content types section, select one of the following options for cards:
   • To crawl all cards found in the source system, select Crawl all cards.

   • To crawl only a specified set of cards found in the source system, select Include only these cards, then use the Add cards to include field and Add button to enter URLs for cards you want the connector to include when crawling.

     As an example, you might enter https://trello.com/c/6CExZNvG/2-doing-task-1-updated to only retrieve searchable content and metadata from the specified card.

   • To crawl all but a specified set of cards found in the source system, select Exclude only these cards, then use the Add cards to exclude field and Add button to enter URLs for cards you want the connector to exclude when crawling.

     As an example, you might enter https://trello.com/c/9JLeCQpK/task-270-updated to exclude searchable content and metadata from the specified card.

7. Select Save and validate.

Result

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

What to do next

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