Indexing External Files

After the files are uploaded:

  1. Place approved files in the configured ingestion path.
  2. Upload the files by setting UploadFile=True, or use the approved REST upload operation.
  3. Start indexing for the File Ingestion ModernSearch category.
  4. Verify that indexed content appears in Intelligent Search or RAG workflow.
  5. Perform a full reindex whenever the source corpus changes.
    Note: Incremental indexing is not currently supported. Any change to the file corpus requires a new indexing operation.

Search Result Behavior

Indexed external files can appear in Intelligent Search and RAG results.

Characteristics:

  • Results are read-only.
  • You cannot drill down to a details page.
  • Results do not navigate to a Siebel record or document detail page.
  • Document content and metadata may be visible in search snippets.
    Note: Disabling drilldown should not be considered a security or access-control mechanism.