Orchestrator user guide

DELIVERY:

Last updated Nov 11, 2025

Managing indexes

The Indexes page displays your currently configured indexes and enables you to create new indexes in shared folders that you have permissions to.

For each listed index, you can view its name, data source, description, ingestion status, when it was last synced, and when it was last queried. Use the refresh icon to retrieve the latest information.

For any listed index, select the context menu to:

Edit the index, to update the index description. Once you create an index, you cannot change the ingestion technique, but you can specify which data formats to ingest in that specific job.
Sync the index with the data source, to ingest the latest data.
Delete the index. This action can break existing processes for indexes used in agents, GenAI activities, or Autopilot.

Creating indexes

Creating indexes is supported only in shared folders.

To create an index, take the following steps:

From the Indexes page, select the Add Index button. The Add Indexes window is displayed.
Under General Details, add an Index name and a Description.

Note: Index names cannot include the following characters: (, ), or -. Storage bucket names do not have these restrictions. Keep this in mind if you plan to use matching names for indexes and storage buckets.
Under Data Settings, configure your preferred data source: Storage Bucket or Connector. Ensure your data is stored within shared folders.
1. If you choose Storage bucket:
  - Select the Orchestrator folder containing the bucket.
  - Choose the file type matching the files in your specified bucket. Select All for all file types. Note that certain file types or large scale of documents may take longer to ingest.
  - Upload files directly using one of the following options:
    - Drag and drop files into the File Upload box.
    - Select Add files to open the file picker.
  - Review the uploaded files. You can remove individual files before saving.
2. If you select Connector:
  - Navigate to the desired Orchestrator folder for connection creation.
  - Select the appropriate Integration Service connector. Ensure the connector is installed. For details, refer to Publishing connectors.
  - Choose an existing connection or create a new one.
  After establishing the connection, select the Data Source location (the folder in the external storage system), and the File type. Optional: Enable Include subfolders to access nested directories.
Under Additional settings, specify the ingestion pattern:
- Basic – Ingests text-based documents.
- Advanced – Ingests both image-based and text-based documents. This option entails specific costs. For details, refer to Context Grounding licensing.
Select Save.

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Creating indexes

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