CogLake User Guide

Getting started

Sign in, understand the navigation, and complete your first knowledge workflow.

Sign in

Open the CogLake address provided by your organization and sign in with either:

  • your organization account through the configured identity provider, or
  • a local account when local sign-in is enabled by an administrator.

If your organization enforces multi-factor authentication, complete it at the identity provider before returning to CogLake.

Understand the navigation

The left navigation contains the areas available to your role:

  1. Overview summarizes visible knowledge and recent activity.
  2. Knowledge Base contains internal workspaces and connected sources.
  3. Discover searches across everything you are permitted to access.
  4. Administration appears with the sections allowed by your administrative permissions.

Missing navigation items normally indicate that your role does not include the required permission.

A useful first workflow

1Choose a source
2Open a document
3Search in Discover
4Inspect the match
5Open the original
  1. Open Knowledge Base and select a workspace or connected source.
  2. Browse a folder, open a document, and inspect its preview.
  3. Open Discover, enter a question or distinctive phrase, and run the search.
  4. Open a result with View source file to see the matching content in context.
  5. Use Open source when you need the original provider location.

Administrators should next review roles and permissions and configure the first connector.

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