GETTING STARTED
SearchAssist Overview
SearchAssist Introduction
Onboarding SearchAssist
Build your first App
Glossary
Release Notes
Current Version
Recent Updates
Previous Versions

CONCEPTS
Managing Sources
Introduction
Files
Web Pages
FAQs
Structured Data 
Connectors
Introduction to Connectors
SharePoint Connector
Confluence Cloud Connector
Zendesk Connector
ServiceNow Connector
Salesforce Connector
Azure Storage Connector
Google Drive Connector
Dropbox Connector
Oracle Knowledge Connector
Virtual Assistants
Managing Indices
Introduction
Index Fields
Traits
Workbench
Introduction to Workbench
Field Mapping
Entity Extraction
Traits Extraction
Keyword Extraction
Exclude Document
Semantic Meaning
Snippet Extraction
Custom LLM Prompts
Index Settings
Index Languages
Managing Chunks
Chunk Browser
Managing Relevance
Introduction
Weights
Highlighting
Presentable
Synonyms
Stop Words
Search Relevance
Spell Correction
Prefix Search
Personalizing Results
Introduction
Answer Snippets
Introduction
Extractive Model
Generative Model
Enabling Both Models
Simulation and Testing
Debugging
Best Practices and Points to Remember
Troubleshooting Answers
Answer Snippets Support Across Content Sources
Result Ranking
Facets
Business Rules
Introduction
Contextual Rules
NLP Rules
Engagement
Small Talk
Bot Actions
Designing Search Experience
Introduction
Search Interface
Result Templates
Testing
Preview and Test
Debug Tool
Running Experiments
Introduction
Experiments
Analyzing Search Performance
Overview
Dashboard
User Engagement
Search Insights
Result Insights
Answer Insights

ADMINISTRATION
General Settings
Credentials
Channels
Collaboration
Integrations
OpenAI Integration
Azure OpenAI Integration
Billing and Usage
Plan Details
Usage Logs
Order and Invoices

SearchAssist PUBLIC APIs
API Introduction
API List

SearchAssist SDK

HOW TOs
Use Custom Fields to Filter Search Results and Answers
Add Custom Metadata to Ingested Content
Write Painless Scripts
Configure Business Rules for Generative Answers

Import and Export Source Configuration

SearchAssist allows you to import and export source configuration to and from an application. This allows you to easily copy data from one application to another. This functionality proves especially valuable in scenarios where one application serves as a testing environment and another as a production environment. It enables you to seamlessly replicate source configurations between the two applications, eliminating the need for manual source copying.

Currently, SearchAssist supports the import and export of source configuration for web pages, files, FAQs, and connectors. 

Exporting Source Configuration

Exporting source configuration provides the configuration parameters for all the supported source types in JSON format. The following table lists the details of exported configurations for different types of sources.

Web Pages Exports all the configuration parameters like URL, description, crawl info,  etc. 
Files Exports all the configuration parameters like title, path, etc.
FAQ Currently, only FAQs fetched from a web page are exported. If there are any manually created FAQs, those are not exported.  
Connectors Exports configurations for all the configured connectors, except any credentials information in the configuration. 
The exported data contains authorization details for web pages but not for connectors. Consequently, when importing this data into another SearchAssist application, you must re-enter credentials for the connectors, while web page credentials are automatically imported from the data.

To export the configuration from a SearchAssist application, go to the Sources tab, click on the list icon, and go to the Sources home page.

Click on the settings icon on the right and select the Export Sources option. 

Click the Download button. This will export the source configuration in JSON format and download it to the local machine.  

Importing Source Configuration

Importing configuration from a source allows you to fetch the configuration details from the JSON file and apply them to the application. This only copies the config details. To index the data, you need to take appropriate actions manually. 

Note that for web pages, you need to manually recrawl the pages. Also, for the connectors, you need to manually enter the credentials after importing the configuration.  

To import a source configuration, click the Import Sources link under Settings on the Sources home page.

Browse the JSON file from which the source configuration is to be imported and click Import.

This will import the configuration for different source types. 

Import and Export Source Configuration

SearchAssist allows you to import and export source configuration to and from an application. This allows you to easily copy data from one application to another. This functionality proves especially valuable in scenarios where one application serves as a testing environment and another as a production environment. It enables you to seamlessly replicate source configurations between the two applications, eliminating the need for manual source copying.

Currently, SearchAssist supports the import and export of source configuration for web pages, files, FAQs, and connectors. 

Exporting Source Configuration

Exporting source configuration provides the configuration parameters for all the supported source types in JSON format. The following table lists the details of exported configurations for different types of sources.

Web Pages Exports all the configuration parameters like URL, description, crawl info,  etc. 
Files Exports all the configuration parameters like title, path, etc.
FAQ Currently, only FAQs fetched from a web page are exported. If there are any manually created FAQs, those are not exported.  
Connectors Exports configurations for all the configured connectors, except any credentials information in the configuration. 
The exported data contains authorization details for web pages but not for connectors. Consequently, when importing this data into another SearchAssist application, you must re-enter credentials for the connectors, while web page credentials are automatically imported from the data.

To export the configuration from a SearchAssist application, go to the Sources tab, click on the list icon, and go to the Sources home page.

Click on the settings icon on the right and select the Export Sources option. 

Click the Download button. This will export the source configuration in JSON format and download it to the local machine.  

Importing Source Configuration

Importing configuration from a source allows you to fetch the configuration details from the JSON file and apply them to the application. This only copies the config details. To index the data, you need to take appropriate actions manually. 

Note that for web pages, you need to manually recrawl the pages. Also, for the connectors, you need to manually enter the credentials after importing the configuration.  

To import a source configuration, click the Import Sources link under Settings on the Sources home page.

Browse the JSON file from which the source configuration is to be imported and click Import.

This will import the configuration for different source types.