Configuring External Content Connectors

Plan and configure your External Content Connectors implementation.

External Content Connectors configuration overview

Configuring retrieval and indexing of content from your external content source systems requires the following steps:

Configuration step	Description
Source system administrator configures access settings for your external content source system	Configure Adobe Experience Manager as a Cloud Service for external content indexing Configure Amazon S3 for external content indexing Configure Asana for external content indexing Configure Atlassian Confluence Cloud for external content indexing Configure a connector user in Atlassian Jira Cloud Configure Atlassian Jira Cloud for external content indexing Create a public/private key pair for the Box external content connector Configure Box for external content indexing Configure Docusign for external content indexing Configure Dropbox for external content indexing Configure GitHub Enterprise Cloud for external content indexing Configure GitLab for external content indexing Configure Google Drive for external content indexing Configure HubSpot for external content indexing Configure Lucidchart for external content indexing Create a public/private key pair for the Microsoft OneDrive external content connector Configure Microsoft OneDrive for external content indexing Create a public/private key pair for the Microsoft SharePoint Online external content connector Configure Microsoft SharePoint Online for external content indexing Configure site and site collection access for the Microsoft SharePoint Online external content connector Create a public/private key pair for the Microsoft Teams external content connector Configure Microsoft Teams for external content indexing Configure Microsoft Viva Engage for external content indexing Configure Miro for external content indexing Configure monday.com for external content indexing Configure Notion for external content indexing Configure SAP DMS for external content indexing Configure your ServiceNow AI Platform instance for external content indexing Configure Slack for external content indexing Configure Smartsheet for external content indexing Configure Trello for external content indexing Configure WordPress for external content indexing Configure Workday security settings Configure access to help articles in Workday Configure a Learning assignment custom report in Workday Configure a payslip report in Workday Configure Workday for external content indexing Configure Zendesk for external content indexing Configure Zoom for external content indexing
ServiceNow AI Platform admin creates external content connectors	Create an Adobe Experience Manager as a Cloud Service external content connector Create an Amazon S3 external content connector Create an Asana external content connector Create an Atlassian Confluence Cloud external content connector Create an Atlassian Jira Cloud external content connector Create a Box external content connector Create a Docusign external content connector Create a Dropbox external content connector Create a GitHub Enterprise Cloud external content connector Create a GitLab external content connector Create a Google Drive external content connector Create a HubSpot external content connector Create a Lucidchart external content connector Create a Microsoft OneDrive external content connector Create a Microsoft SharePoint Online external content connector Create a Microsoft Teams external content connector Create a Microsoft Viva Engage external content connector Create a Miro external content connector Create a monday.com external content connector Create a Notion external content connector Create a SAP DMS external content connector Create a ServiceNow instance external content connector Create a ServiceNow product documentation external content connector Create a Slack external content connector Create a Smartsheet external content connector Create a Trello external content connector Create a Webcrawler external content connector Create a WordPress external content connector Create a Workday external content connector Create a Zendesk Guide external content connector Create a Zoom external content connector
AI Search administrator configures external content connector crawl settings for external content connectors	Configure crawl settings for an Adobe Experience Manager as a Cloud Service external content connector Configure crawl settings for an Amazon S3 external content connector Configure crawl settings for an Asana external content connector Configure crawl settings for an Atlassian Confluence Cloud external content connector Configure crawl settings for an Atlassian Jira Cloud external content connector Configure crawl settings for a Box external content connector Configure crawl settings for a Docusign external content connector Configure crawl settings for a Dropbox external content connector Configure crawl settings for a GitHub Enterprise Cloud external content connector Configure crawl settings for a GitLab external content connector Configure crawl settings for a Google Drive external content connector Configure crawl settings for a HubSpot external content connector Configure crawl settings for a Lucidchart external content connector Configure crawl settings for a Microsoft OneDrive external content connector Configure crawl settings for a Microsoft SharePoint Online external content connector Configure crawl settings for a Microsoft Teams external content connector Configure crawl settings for a Microsoft Viva Engage external content connector Configure crawl settings for a Miro external content connector Configure crawl settings for a monday.com external content connector Configure crawl settings for a Notion external content connector Configure crawl settings for a SAP DMS external content connector Configure crawl settings for a ServiceNow instance external content connector Configure crawl settings for a ServiceNow product documentation external content connector Configure crawl settings for a Slack external content connector Configure crawl settings for a Smartsheet external content connector Configure crawl settings for a Trello external content connector Configure crawl settings for a Webcrawler external content connector Configure crawl settings for a WordPress external content connector Configure crawl settings for a Workday external content connector Configure crawl settings for a Zendesk Guide external crawl connector Configure crawl settings for a Zoom external content connector
AI Search administrator creates (and optionally schedules) crawls for external content connectors	Create a content crawl for an external content connector Create a user permission crawl for an external content connector

• Adobe Experience Manager as a Cloud Service external content connector
  The Adobe Experience Manager as a Cloud Service external content connector retrieves assets from nodes in your Adobe Experience Manager as a Cloud Service source system and makes their content and metadata searchable in AI Search applications.
• Amazon S3 external content connector
  The Amazon S3 external content connector retrieves files from buckets in your Amazon S3 source system and makes their content and metadata searchable in AI Search applications.
• Asana external content connector
  The Asana external content connector retrieves projects, tasks, and comments from your Asana source system and makes their content and metadata searchable in AI Search applications.
• Atlassian Confluence Cloud external content connector
  The Atlassian Confluence Cloud external content connector retrieves pages and attachments from spaces in your Atlassian Confluence Cloud source system and makes their content and metadata searchable in AI Search applications.
• Atlassian Jira Cloud external content connector
  The Atlassian Jira Cloud external content connector retrieves work items and attachments from projects in your Atlassian Jira Cloud source system and makes their content and metadata searchable in AI Search applications.
• Box external content connector
  The Box external content connector retrieves files and attachments from your Box source system and makes their content and metadata searchable in AI Search applications.
• Cornerstone external content connector
  The Cornerstone external content connector retrieves Catalogue and Learning objects from your Cornerstone Learning Management System (LMS) and makes their content and metadata searchable in AI Search applications.
• Docusign external content connector
  The Docusign external content connector retrieves agreements from envelopes in your Docusign source system and makes their content and metadata searchable in AI Search applications.
• Dropbox external content connector
  The Dropbox external content connector retrieves files from user folders and team folders in your Dropbox source system and makes their content and metadata searchable in AI Search applications.
• GitHub Enterprise Cloud external content connector
  The GitHub Enterprise Cloud external content connector retrieves commits, issues, and pull requests from public and internal repositories in your GitHub Enterprise Cloud source system and makes their content and metadata searchable in AI Search applications.
• GitLab external content connector
  The GitLab external content connector retrieves issues, wikis, merge requests, tags, branches, and commits from groups, projects, and repositories in your GitLab.com source system and makes their content and metadata searchable in AI Search applications.
• Google Drive external content connector
  The Google Drive external content connector retrieves files and attachments from eligible shared drives in your Google Drive source system and makes their content and metadata searchable in AI Search applications.
• HubSpot external content connector
  The HubSpot external content connector retrieves tickets and notes from your HubSpot source system and makes their content and metadata searchable in AI Search applications.
• Lucidchart external content connector
  The Lucidchart external content connector retrieves documents and folders from folders in your Lucidchart source system and makes their text content and metadata searchable in AI Search applications.
• Microsoft OneDrive external content connector
  The Microsoft OneDrive external content connector retrieves files from individual drives in your Microsoft OneDrive source system and makes their content and metadata searchable in AI Search applications.
• Microsoft SharePoint Online external content connector
  The Microsoft SharePoint Online external content connector retrieves pages from sites in your Microsoft SharePoint Online source system and makes their content and metadata searchable in AI Search applications.
• Microsoft Teams external content connector
  The Microsoft Teams external content connector retrieves conversations and attachments from teams in your Microsoft Teams source system and makes their content and metadata searchable in AI Search applications.
• Microsoft Viva Engage external content connector
  The Microsoft Viva Engage external content connector retrieves messages and attachments from conversations in your Microsoft Viva Engage source system and makes their content and metadata searchable in AI Search applications.
• Miro external content connector
  The Miro external content connector crawls boards from Spaces in your Miro source system and makes their text content and metadata searchable in AI Search applications.
• monday.com external content connector
  The monday.com external content connector crawls workspaces, boards, board items, and workdocs from your monday.com source system and makes their content and metadata searchable in AI Search applications.
• Notion external content connector
  The Notion external content connector retrieves pages and files from your Notion source system and makes their content and metadata searchable in AI Search applications.
• SAP DMS external content connector
  The SAP DMS external content connector retrieves documents from repositories in your SAP Document Management System instance and makes their content and metadata searchable in AI Search applications.
• ServiceNow instance external content connector
  The ServiceNow instance external content connector retrieves KB article records (and their attachments) from your ServiceNow AI Platform source instance and makes their content and metadata searchable in AI Search applications in your ServiceNow AI Platform destination instance.
• ServiceNow product documentation external content connector
  The ServiceNow® product documentation external content connector retrieves topics from the ServiceNow product documentation and makes their content and metadata searchable in AI Search applications.
• Slack external content connector
  The Slack external content connector retrieves attachments from public channels in your Slack source system and makes their content and metadata searchable in AI Search applications.
• Smartsheet external content connector
  The Smartsheet external content connector retrieves sheets from workspaces in your Smartsheet source system and makes their content and metadata searchable in AI Search applications.
• Trello external content connector
  The Trello external content connector retrieves boards that are accessible to all users in your Trello source system and makes their content and metadata searchable in AI Search applications.
• Webcrawler external content connector
  The Webcrawler external content connector retrieves pages and subdomains from a public website and makes their content and metadata searchable in AI Search applications. This connector can crawl content from predefined public web sources or your own custom web sources.
• WordPress external content connector
  The WordPress external content connector retrieves pages and blog posts and their attachments from websites in your WordPress source system and makes their content and metadata searchable in AI Search applications.
• Workday external content connector
  The Workday external content connector retrieves help articles, benefits, learning assignments, Manager Insights Hub data, payroll information, PTO information, and vacation policies from your Workday source system and makes their content and metadata searchable in AI Search applications.
• Zendesk Guide external content connector
  The Zendesk Guide external content connector retrieves articles and attachments from knowledge bases in your Zendesk Guide source system and makes their content and metadata searchable in AI Search applications.
• Zoom external content connector
  The Zoom external content connector retrieves webinars and meetings from your Zoom source system and makes their content and metadata searchable in AI Search applications.
• Rename an external content connector
  Change the name of an existing external content connector.
• Deactivate, reactivate, or delete an external content connector
  Deactivate an external connector to pause its scheduled crawls while retaining all of the content and metadata that it has already crawled. Reactivate a deactivated connector to resume its scheduled crawls. Delete an external content connector to remove the connector's definition along with all content and metadata that it has crawled.
• Edit connection or crawl settings for an external content connector
  Connector administrators can modify the connection settings and crawl settings for an existing external content connector. If your changes to a connector's settings invalidate its current crawl results, the system prompts you to run a new content crawl.
• Configure user permission settings for an external content connector
  Override the default field mappings for an external content connector's user permission crawls. Specify the fields that uniquely identify user security principals in your source system and users in your ServiceNow AI Platform® instance. Optionally execute a custom script to transform security principal IDs before they're compared with the IDs of users in your instance.
• Connect an external content connector to a search profile
  Make results from an external content connector searchable in your portals and search applications by connecting its search sources to your existing search profiles.
• Add an external content search source to Now Assist in Virtual Agent
  Include searchable content retrieved by an external content connector in your Now Assist in Virtual Agent conversations.
• Verify your connection settings and source system permissions for an external content connector
  Check that connection settings and source system permissions are correctly specified for your external content connector. Perform this task to verify whether permission changes or revocations affect the connector's ongoing or scheduled crawls.