Set up and manage your Content AI Sources

This guide walks you through setting up Content AI Sources in Cloud Manager - from meeting prerequisites to creating a content source and confirming it is indexed and available.

Prerequisites prerequisites

Before you begin, ensure the following conditions are met:

  • You have an active Cloud Manager program with at least one AEM as a Cloud Service environment.
  • Your user is assigned to the AEM Users product profile for the target environment, which lets the user view content sources.
  • Your user is assigned to the AEM Administrators product profile for the target environment, which lets the user create and edit content sources. Access to Cloud Manager alone is not sufficient - see Assign a user to an AEM product profile below.
  • The environment product profile has been provisioned in Adobe Admin Console.

Assign a user to an AEM product profile assign-product-profile

Use this procedure to grant a user access to Adobe Experience Manager as a Cloud Service for a specific environment. Assign the profile that matches the access the user needs:

  • AEM Users - view content sources.
  • AEM Administrators - create and edit content sources.
NOTE
Users must belong to an AEM product profile such as AEM Users or AEM Administrators to access AEM. Access to Cloud Manager alone is not sufficient.

To assign these profiles, you must be a system administrator with the Business Owner Cloud Manager product profile. Have the user’s name and email address ready.

  1. In Cloud Manager, navigate to your program and select Manage Access for the target environment. A new tab opens Adobe Admin Console for that environment.
  2. Select the AEM Users or AEM Administrators product profile for the publish tier - for example, AEM Administrators - publish - Program 12345 - Environment 67890. Content AI indexes published content, so the profile must be assigned at the publish level, not author.
  3. Select Add User.
  4. Enter the user’s name and email address, then save the change. The user is added to the product profile.

Repeat these steps for each environment where the user needs access, such as development, staging, or production.

CAUTION
Do not edit or delete the default product profiles named AEM Administrators or AEM Users. Renaming AEM Administrators removes administrator rights from everyone assigned to it.

Verify the assignment verify-assignment

To verify that the assignment succeeded:

  1. In Admin Console, reopen the product profile you assigned.
  2. Confirm that the user appears in the member list.

If you are troubleshooting access or token issues, confirm that the user is added directly to the product profile and not only through a group.

Step 1 - Open the Content AI Configuration Tab open-tab

  1. Sign in to Cloud Manager and select your program.

    Cloud Manager home showing the program card

  2. From the Program Overview, locate the Environments section and select the environment you want to configure.

    Program Overview with a production environment highlighted

  3. On the environment detail page, select the Content AI Configuration tab.

    Environment detail page with the Content AI Configuration tab highlighted

Step 2 - Create a Content AI Source create-source

A content source defines the website that Content AI crawls and indexes.

  1. On the Content AI Configuration tab, select Create Source.

    Content AI Configuration tab showing the Create Source button

  2. In the Create/Add new Content AI Source dialog, fill in the fields:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
    Field Description
    Content AI Configuration Name A unique identifier for this source (for example, my-site-index). Cannot be changed after creation.
    Description (Optional) A short description of the content source.
    Website address The root URL of the website to crawl (for example, https://www.example.com/).
    Exclude URLs (Optional) URL patterns to skip during crawling.
    Refresh frequency How often Content AI re-crawls the source: Weekly, Daily, Daily 4×, 60 Min, or 15 Min.

    Create Content AI Source dialog with the name and website address fields filled in and the Create Source button highlighted

    Refresh frequency dropdown showing available options

  3. Select Create Source. Acquisition starts automatically, and the source moves to Indexing.

    Content Sources list showing the newly created source in Indexing status

Step 3 - Re-run Acquisition trigger-acquisition

Acquisition runs automatically when you create a source and then on the schedule set by the Refresh frequency. You can also trigger a run manually at any time - for example, to re-index immediately after publishing new content.

  1. In the source list, select the more actions (…) icon next to your source, then select Trigger acquisition.

    Content AI source list with the more actions menu open and Trigger acquisition highlighted

  2. In the Trigger Acquisition dialog, review the source details - Content source, Last run, and Next scheduled run - and select Trigger.

    Trigger Acquisition confirmation dialog

Step 4 - Monitor Indexing Status monitor-status

After acquisition starts, the source status updates in real time.

Status
Meaning
New
Source just created; the automatic acquisition has not started yet. This status is brief.
Indexing
Acquisition is in progress; content is being crawled and indexed.
Available
Indexing is complete; the source is ready to serve search queries.

Content Sources list showing Indexing status

Content Sources list showing Available status

Wait for the status to reach Available before searching the index or testing the API.

Step 5 - Search Indexed Content search-content

Once the source status is Available, you can run search queries directly from Cloud Manager to verify that content has been indexed correctly.

  1. In the source list, select the search (magnifying glass) icon next to your source.

    Content Sources list with the search icon highlighted on an available source

  2. Enter a query in the search field. Results show a list of matching items with a match score and content type (for example, PAGE or PDF). Selecting a result opens a preview on the right.

    Search panel with a query, matching results with match scores, and a preview pane for the top result

Modify or Delete a Source modify-source

Modify a source modify

To update a source configuration after it has been created:

  1. In the source list, select the more actions (…) icon next to the source, then select Edit.

    Content Sources list with the more actions menu open and Edit highlighted

  2. In the Modify Content AI Source dialog, update the Description, Website address, Exclude URLs, or Refresh frequency as needed. The Content AI Configuration Name is read-only and cannot be changed.

    Modify Content AI Source dialog with the editable fields highlighted

  3. Select Save to apply the changes. The source list updates to reflect your changes.

Delete a source delete

  1. In the source list, select the more actions (…) icon next to the source, then select Delete.

    note warning
    WARNING
    Deleting a source is permanent. All indexed content for that source is removed and can no longer serve search queries.

After deletion, the source no longer appears in the list.

Next Steps next-steps

Troubleshooting troubleshooting

  • Source stays in Indexing for an extended period. Retry the acquisition from the (…) menu. If the status does not advance after a second run, verify that the Website address is publicly reachable and that the Exclude URLs patterns do not filter out every page.
  • Source moves back to New after a run. The crawler could not fetch any pages from the configured root URL. Confirm the URL responds with 200 OK and that the site is not blocking automated requests.
  • Search returns no results for an Available source. Indexing succeeded, but no content matched the query. Try a broader query or check that the crawled URLs include the pages you expect.
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