Adobe Experience Manager Assets Microsoft 365 Copilot connector (preview)

With the Adobe Experience Manager Assets Microsoft 365 Copilot connector, your organization can index published assets of your Adobe Experience Manager Assets instance. After you configure the connector and index content from Adobe Experience Manager Assets, end users can search for those published assets in Microsoft Copilot and from any Microsoft Search client.

This article is for Microsoft 365 administrators or anyone who configures, runs, and monitors an Adobe Experience Manager Assets Microsoft 365 Copilot connector.

Capabilities

• Index the published assets of your Adobe Experience Manager Assets.
• Support ingestion filters based on page paths, allowing for exact matching and phrase matching using regular expressions.
• Customize your crawl frequency.
• Create workflows using this connection and plugins from Microsoft Copilot Studio.
• Use Semantic search in Copilot to enable users to find relevant content.

Limitations

• Doesn't index comments.
• Doesn't crawl user identities and access permissions. All published assets indexed using the Adobe Experience Manager Assets Microsoft 365 Copilot connector are visible to all Microsoft 365 users in your tenant, from Microsoft Search or Copilot.

Prerequisites

1. You must be the search admin for your organization's Microsoft 365 tenant.
2. To connect to your Adobe Experience Manager Assets data, you need your organization's Adobe Experience Cloud instance author and publish environment URL. Your organization's Adobe Experience Cloud instance author environment URL typically looks like: https://author-p<PROGRAM_ID>-e<ENVIRONMENT_ID>.<REGION>.adobeaemcloud.com. Your organization's Adobe Experience Cloud instance publish environment URL typically looks like: https://publish-p<PROGRAM_ID>-e<ENVIRONMENT_ID>.<REGION>.adobeaemcloud.com.
3. To connect to Adobe Experience Cloud and allow the Adobe Experience Manager Assets 365 Copilot connector to regularly update published assets and metadata, you need a technical account of your Adobe Experience Manager Assets with the credentials to access published assets and metadata. The technical account is the secure, service-based account for external access to Adobe Experience Manager Assets. Find more details here.

Get started

1. Configure display name

A display name is used to identify each citation in Copilot, helping users easily recognize the associated file or item. Display name also signifies trusted content. The display name is also used as a content source filter. A default value is present for this field, but you can customize it to a name that users in your organization recognize.

2. Add Adobe Experience Cloud instance URL

To correctly access and update data from the Adobe Experience Manager Assets, both the author and publish environment URLs are essential.

3. Provide authentication type

We support the technical account for Adobe Experience Cloud. To enable and configure the technical account for Adobe Experience Manager Assets, see Generating access tokens for server side APIs.

4. Staged rollout to a limited audience

Deploy this connection to a limited user base if you want to validate it in Copilot and other Search surfaces before expanding the rollout to a broader audience.

To create the connection for Adobe Experience Manager Assets, click Create to publish your connection and index published web assets from your Adobe Experience Manager Assets.

For other settings, like Access Permissions, Data inclusion rules, Schema, Crawl frequency, etc., we set defaults based on what works best with the data in Adobe Experience Manager Assets data. The default values settings are as follows.

Page	Settings	Default values
Users	Access permissions	All published assets or posts indexed using the Adobe Experience Manager Assets Microsoft 365 Copilot connector are visible to all Microsoft 365 users in your tenant, from Microsoft Search or Copilot.
Content	Index content	All published assets are selected by default.
Content	Manage properties	To check default properties and their schema, click here.
Sync	Incremental crawl	Frequency: Every 15 mins.
Sync	Full crawl	Frequency: Every day.

Custom setup

In custom setup, you can edit any of the default values for users, content, and sync.

Users

Access permissions

Currently, only published assets from your Adobe Experience Manager Assets are indexed. All data indexed using the Adobe Experience Manager Assets Microsoft 365 Copilot connector is visible to all Microsoft 365 users in your tenant, from Microsoft Search or Copilot.

Content

Content ingestion filters

You can include or exclude certain content paths.

• Content paths that should be fetched: Only support input exact paths. A valid content path must have at least three levels, starting with "/content/dam" as the first two segments.

• Content paths that shouldn't be fetched: Only support input Java regular expression for paths. The priority of excluding content paths is higher than that of including content paths.

You can also set ingestion filters based on the value of metadata properties, including both standard metadata properties and custom metadata properties. Input the JSON-path of the property, select the Operator, and input the Target-value.

To find and verify the property path, see Query builder debugger console| Adobe Experience Manager.

1. Open the query builder debugger with http://<host>:<port>/libs/cq/search/content/querydebug.html and input the following query

   p.limit=10
   p.guessTotal=true
   p.hits=full
   type=dam:Asset
   p.nodedepth=2
   property=jcr:content/cq:lastReplicationAction
   property.value=Activate
   

2. Click search.

3. After the results are successfully returned, click JSON query builder link, to see the JSON content with all properties.

   

4. Find the property and JSON path of the property. For example, the JSON path of the property dc:format shown in the following snapshot is hits.jcr:content.metadata.dc:format

   

   Operators and target values in query conditions	Description
   Operator	A drop-down menu for setting "=", "!=", "In", "Not In".
   Target-value	Single-value and multi-value settings are different.

• Single-value usage in (=) and (!=) conditions: Give a single value without any quotes.
• Multi-value usage in (In) and (Not In) conditions: If multi-value is a group of text, enclose them in double quotes and square brackets []. If it’s a group of numbers, a user only needs to enclose them in square brackets []. It doesn’t matter if there are quotes or not. |

The following table shows examples of correct and incorrect user input:

Use the preview results button to verify the sample values of the selected properties and filters.

Manage properties

To check available standard properties from your Adobe Experience Manager Assets, assign a schema to the property (define whether a property is searchable, queryable, retrievable, or refinable), change the semantic label, and add an alias to the property. The following standard properties are indexed by default.

Source property	Semantic label	Description	Schema
AltText	None	the "Alt Text" field in Adobe Experience Manager Assets metadata	Query, Retrieve, Search.
AssetType	None	The file type of the asset (for example, Image, Multimedia, Document etc.).	Retrieve.
Content	Content	The content of documents, not available for images	Search.
CreatedBy	Created by	Date and time that the item was created in the data source	Query, Retrieve, Search.
CreatedTime	Created date time	Date and time that the item was created in the data source	Query, Retrieve.
Description	Description	A brief summary of the asset's content	Query, Retrieve.
FileExtension	File extension	the suffix at the end of a file name, for example, .txt, .jpg, .exe	Query, Refine, Retrieve.
FileName	Title	The file name of the asset	Query, Retrieve, Search.
LastModifiedBy	Last modified by	Name of the person who most recently edited the item in the data source	Search, Query, Retrieve.
Length	None	Image Length	Query, Retrieve.
Link	URL	The target URL of the item in the data source	Retrieve.
ModifiedTime	Last modified date time	Date and time the item was last modified in the data source	Query, Refine, Retrieve.
PublishedBy	None	Name of the person who published the item in the data source	Query, Retrieve, Search.
PublishedTime	None	Date and time the item was published in the data source	Query, Retrieve.
title	None	The title of the items	Query, Retrieve, Search.
Width	None	Width	Query, Retrieve
Tags	None	Tags defined in Adobe Experience Manager Assets metadata. In Adobe Experience Manager, tags are organized hierarchically	Query, Retrieve, Search.

To edit any of these values, choose "Custom setup".

Sync

You can configure full and incremental crawls based on the scheduling options present here. By default, incremental crawl is set for every 15 minutes, and full crawl is set for every day. If needed, you can adjust these schedules to fit your data refresh needs.

Next steps

After you publish your connection, you can review the status under Data sources in the admin center. To learn how to make updates and deletions, see Manage your connector. If you have issues or want to provide feedback, see Microsoft 365 Copilot support.