Configuration

There is not much to configure — Cartographer is free with every feature unlimited, so this page covers what genuinely exists: activation, crawl configurations and their schedules, and which security role a user needs. All of it lives inside the Cartographer app itself.

Activation

Cartographer is completely free — there are no tiers, no trial, and nothing to buy. Activation just registers a free licence record with VerseBlocks for telemetry; it does not gate any feature.

  1. 1Open the Cartographer app and navigate to Activation in the sidebar
  2. 2Enter your name, company name, and email address
  3. 3Click Activate
That is the entire flow. There is no license key to type in — a licence key exists behind the scenes, but it is never shown to you and you never need it. Re-activating does not change it.
The step-by-step walkthrough for activating right after install lives in the Installation guide. For more on what activation does and why it exists, see Activation.

Crawl Configurations

A crawl configuration names one solution to crawl. Create one from Solution Manager by clicking Add Solution, selecting the Dataverse solution, and choosing a frequency.

FrequencyBehavior
Manual OnlyNever crawls on its own — only when you click Crawl Now
HourlyCrawls at most once per hour
Every 6 HoursCrawls at most every 6 hours
DailyCrawls at most once per day (the default)
WeeklyCrawls at most once per week

Every crawl is incremental: a component whose source has not changed since the last crawl is skipped, not rewritten. A re-crawl of an untouched solution reports zero created, zero updated, and everything skipped, and finishes in a couple of seconds. Each run is recorded in a crawl log with counts of created, updated, skipped, and removed components — a component that has disappeared from the solution is marked Removed rather than deleted.

A frequency here only takes effect once the two Cartographer cloud flows are turned on and the connection reference is bound — a one-time setup step covered in Enable Scheduled Crawling. Until then, a schedule is accepted but silently never runs.

Security Roles

Two security roles ship with the solution. System Administrator and System Customizer have access by default; assign one of these to anyone else who needs it.

Cartographer Admin

Create, Read, Write, Delete, Append and Append To on all seven Cartographer tables, at organization scope, plus the privilege needed to open the model-driven apps.

Cartographer Reader

Read and Append To — enough to open the apps and browse everything Cartographer has already discovered.

Next Steps

With Cartographer activated and a crawl configuration in place, you are ready to start crawling solutions.