Configuration - Content Indexing and Search - How To
Topics |
How To |
Related Topics
Content Indexing Engine
Offline Content Indexing
Online Content Indexing
Search Console
User Administration - Search Console
Related Topics
Required Capability: See
Capabilities
and Permitted Actions
To
configure Content Indexing Engine options:
- From the CommCell Browser, right click the Content Indexing Engine for
which you want to configure the options, then click Properties.
- From the
CI
Engine Properties dialog box, set the value for Maximum Number of Batch Slots
option.
- Similarly, set the value for Maximum Number of Documents Per Batch
option.
- Click OK.
- From the CommCell Browser, right click the storage policy for which you
want to enable content indexing , then click Properties.
- Click
the
Content Indexing tab.
- From the
General tab, select the content indexing engine that must be used by
this storage policy from the Content Indexing Engine list.
If
necessary, choose any additional options available in the tab.
- Click OK to save the configuration.
- From the CommCell Browser, right-click the Client for which you wish to
enable content indexing, click All Tasks and then select
Properties.
- Click the Advanced
tab.
- Click and select the Enable Content Indexing option to enable
content indexing of data associated with subclients in the client.
- Click OK to save the configuration.
|
- A license will be consumed when you enable a Client for Offline Content
Indexing
- see
License
Requirements for more information.
- To ensure that the protected data associated with the Subclients (in the
Client) are content indexed, make sure that the required Subclients point to a Storage
Policy (Copy) in which Content Indexing is enabled.
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Related Topics
Required Capability: See
Capabilities
and Permitted Actions
To
configure retention criteria for the Content Index:
- From the CommCell Browser, right click the storage policy for which you
want to configure the retention criteria for the content index, and then
click Properties.
- From the
Storage Policy Properties (Content Indexing) tab, click Retention.
- If you want the content index to be pruned along with the data, select
the Retain the index as per data retention rule option. Note that,
this option is selected by default.
- If you want to prune the content index before the data retention time , select Retain for n Days and
specify the number of days the content index should be retained. Note that,
the number of days should be lesser than the retention days for the content
indexed data.
- If you want to prune the content index based on pending content director
policy operations, select Retain for Record Policy Use.
- Click OK to save the configuration.
Related Topics
Required Capability: See
Capabilities
and Permitted Actions
To
configure retention criteria for the Content Index:
- From the CommCell Browser, right click the storage policy for which you
want to disable the preview of search results, and then
click Properties.
- From the
Storage Policy Properties (Content Indexing) tab, click Retention.
- To disable the preview of search results, select Do Not Generate HTML
Preview.
- Click OK to save the configuration.
- From the CommCell Browser, right click the storage policy for which you
want to enable content indexing , then click Properties.
- Click the
Content Indexing and then click the
File Filter tab.
- Click either the Include following file types for Content Indexing
or the Exclude following file types from Content Indexing options.
- Click Add new file extension to add new file types that must be
included (or excluded) from the list.
- Type the file types that must be included (or excluded) in the File Extension
box and then click the Add button. (Repeat this process until all
files are added.)
- Modify the minimum and maximum document size if necessary. The minimum
document size specifies the minimum size of the files that will be content
indexed. The files smaller than the minimum size will be skipped. The
maximum document size specifies the maximum size of the files that will be
content indexed. The files larger than that will be skipped.
- Click OK to save the information.
- From the CommCell Browser, right click the storage policy for which you
want to enable content indexing , then click Properties.
- Click
the
Content Indexing tab.
- From the
General tab, click and select the Choose the Backup Selection Rule
option and then click the Advanced button.
- Choose the necessary options from the
Selection Rule
dialog box
- Click OK (twice) to save the configuration
- From the CommCell Browser, right click the storage policy for which you
want to enable content indexing , then click Properties.
- Click
the
Content Indexing tab.
- From the
General tab, click and select the Choose the Subclients for Content Indexing
option and then click the Associate button.
- Add or remove subclients from the
Subclient Association
dialog box.
- Click OK (twice) to save the configuration.
- From the CommCell Browser, right click the storage policy from which you
wish to select jobs for content indexing, click View and then click
Jobs.
- Select the necessary filter options in the
Job Filter for Storage Policy
dialog box.
- Click the Advanced button for additional filter options in the
Jobs in Storage Policy Advanced Filter Options
dialog box.
- Click OK.
- A list of jobs associated with a storage policy is displayed in the
Jobs for Storage Policy Copy window.
- right click the specific job and perform one of the following operations
as appropriate:
- Pick for Content Indexing - Select this option to content
index the specific job.
- Re-Pick for Content Indexing - Select this option to
re-content index a job that was already content indexed.
- Prevent Content Index - Select this option to prevent a job
from being content indexed by content indexing operations
- Verify and ensure that the Content Indexing Engine that must be used by
the subclient is installed before adding or modifying a subclient.
- Perform one of the following:
To create a new subclient: From the CommCell Browser, right-click the
defaultContentIndexSet and then click All Tasks and then click
New Subclient.
To modify an existing subclient: From the CommCell Browser, right-click the
subclient that you wish to modify and then click Properties.
- From the General
tab type the name (up to 32
characters) of the subclient that you want to create.
- Click the Content
tab to define the contents for the subclient.
- For Online Content Indexing for File System agent, click Add Paths and type the full path of the
data that you want to include as subclient content, then click OK. Optionally, click
Browse
to enter the content.
- For Online Content Indexing for Exchange agent, follow the procedure
to Discover
and Assign New Mailboxes or
Assign Mailboxes to
Another Subclient.
- Click the
Filters tab to define the files/folders that must be filtered.
- Click the upper Add button and, in the Enter Path window, type the complete path (including drive letter) of the file/folder/directory that you want to exclude from the
content indexing operation. Repeat this step if you want to add more files/folders/directories to the filter.
- Optionally, click the upper Browse button and expand the file system
of the client computer. Click the file/folder/directory that you
want to exclude from backups/archive operations and then click Add. Repeat this step for each additional entry.
- Click the Pre/Post
Process tab to define any process that must be run before or after
running the content indexing job on the subclient.
- Click inside the space that corresponds to a specific phase and
type the full path of the process that you want executed during that phase.
Alternatively, click Browse to locate the process (applicable only for
paths that do not contain any spaces).
- f you want to run a Post Process for all attempts to run that job
phase, then select the corresponding checkbox.
- If you want to change the account that has permission to run these commands,
click Change.
- In the
User Account dialog box, select
Use Local System Account, or
select Impersonate User and enter a user name and password. Click
OK.
- If you selected Local System Account, click OK to the message
advising you that commands using this account have rights to access all
data on the client computer.
- Click the
Content
Indexing Engines tab to select the Content Indexing Engine for the
subclient.
- Click OK to save the subclient configuration.
- The Backup Schedule dialog box advises you to schedule
the operations for your
new subclient.
- To create a schedule, select the appropriate option and then follow
the prompts to create a schedule.
- Click Cancel to exit the dialog box without creating a
schedule.
Required Capability: See
Capabilities and Permitted Actions
To
modify the Exchange server name:
- From the CommCell Browser, right-click the icon for the appropriate agent and then click
Properties.
- From the
General tab of the agent Properties dialog box, type the desired name in
the Exchange Server Name field.
- Click OK.
Required Capability: See
Capabilities and Permitted Actions
To
modify the mailbox name:
- From the CommCell Browser, right-click the icon for the appropriate agent and then click
Properties.
- From the
General tab of the agent Properties dialog box, type the desired name in
the Mailbox Name field.
- Click OK.
Required Capability: See
Capabilities and Permitted Actions
To
modify the profile name:
- From the CommCell Browser, right-click the icon for the appropriate agent and then click
Properties.
- From the
General tab of the agent Properties dialog box, type the desired name in
the Profile Name field.
- Click OK.
Required Capability: See
Capabilities and Permitted Actions
To
specify Outlook Web Access (OWA) URL:
- From the CommCell Browser, right-click the icon for Online Content
Indexing Agent for Exchange and then click
Properties.
- From the Agent Properties
(OWA URL) tab, type the url in
the OWA Url field.
- Click OK.
Required Capability: See
Capabilities and Permitted Actions
To specify or remove the
identified domain name:
- From the CommCell Browser, right-click the agent icon of the
client computer and then click
Properties.
- From the agent Property dialog box, click
AD Server.
- To include a domain name, click Add, type the domain name in the
AD Server field, and click OK. The domain name will appear in
the AD Server List.
- Repeat the previous step for each domain name that you wish to include.
- To remove a domain name, click the name in the AD Server List and
then click Delete.
- Repeat the previous step for each domain name that you wish to remove.
- Click OK.
Before You Begin
- Disabled mailboxes cannot be backed up or archived unless the nBackupDisabledMailBoxes registry key is configured on the Exchange client.
Required Capability: See
Capabilities and Permitted Actions
To
manually discover and assign new
mailboxes:
- From the CommCell Browser, right-click the backup set, archive set,
content index set of the subclients that you want to
assign mailboxes, select All Tasks and then click Configure. Alternatively,
you can use the Subclient Properties (Content) tab to access its Configure
button.
- From the Add/Modify Mailbox in Backup Set or the
Re-distribute mailboxes among
subclients dialog box, depending on your agent, click the
Discover button.
- The system displays a confirmation message, informing you that the
discovery process can take an unspecified amount of time. Larger Exchange
Servers may require several minutes for this operation to complete. Click
No if you need to cancel the discovery process, or click Yes to
continue. If you continue the discovery process, a progress bar shows the
completion status of the operation.
- When the discovery process completes, the Add/Modify Mailbox in Backup
Set or the Re-distribute mailboxes among subclients dialog box is redisplayed. The window displays the mailboxes
that have already been assigned; plus any newly discovered mailboxes that have
not been assigned. The unassigned mailboxes are those that have no entry in
the Subclient column.
- To assign these mailboxes, click the Subclient field of each mailbox that
you want to assign and select the desired subclient from the list.
Alternatively, you can select and assign a range of mailboxes to a single
subclient using the Change all selected mailboxes to list.
Regardless of the assignment method, your choices always include:
- The default subclient
- Any user-defined subclients
- The Do Not Backup/Do Not Archive/Do Not Content Index subclient
If you choose the Do Not Backup/Do Not Archive/Do Not Content Index subclient, the mailbox will
not be backed up/archived/content indexed.
- To register your mailbox assignments with the system, click Apply.
- If you have no other mailboxes to assign, click OK.
All unconfigured mailboxes are assigned to the default subclient during the backup/migration
archiving/content indexing operation (if no other subclients are present or new items are present). You can however,
reassign any item to any other subclient within the same backup set, archive set,
content index set. Once
assigned it becomes part of the content of that subclient.
Before You Begin
- Do not reassign content to another subclient while either subclient is
being backed up/archived/content indexed.
Required Capability: See
Capabilities and Permitted Actions
To assign items to another
subclient:
- From the CommCell Browser, right-click the backup set, archive set, or
content index set
containing the subclients for which you want to
assign mailboxes, select All Tasks and then click Configure. Alternatively,
you can perform this using the Subclient Properties
(Content) tab.
- From the Add/Modify Mailbox in Backup Set
(Exchange Mailbox) or the
Re-distribute mailboxes among
subclients (Exchange Mailbox Archiver) dialog box, click the Subclient field of each item that you want to assign and select the
desired subclient from the list. Alternatively, you can select and assign a range of items
using the Assign all selected items to list.
Regardless of the
assignment method, your choices always include:
- The default subclient
- Any user-defined subclients
- The Do Not Backup/Do Not Archive/Do Not Content Index subclient
If you choose the Do Not Backup/Do Not Archive/Do Not Content Index subclient, the item will not be
backed up/archived/content indexed.
- To save the configuration, click OK.
Related Topics
Required Capability: See
Capabilities
and Permitted Actions
To access
the Search Console:
- From the web browser window, type the appropriate URL in the
address line to access the Search Console. For example, http://amber.domain.company.com/<web_alias_name>. Use the web alias name (for end-user, compliance user, or administrator) that
was provided while installing the search console. For more information, see
Configure the Search Console for Web-Based Administration section in
Install the Web Search Server page.
- If prompted, enter the domain controller user name and password to log into the IIS
Server. Make sure that you specify the domain name along with the user name
(for example, <domain_name>\administrator).
- From the search console login dialog box, enter your CommCell user name and password.
You can also log into the search console as an external domain user, if that
external domain is configured in the CommCell. For more information on
adding a domain controller, see
Add a New
Domain Controller.
- Click OK.
Use this procedure to configure directories and corresponding share names for the Online Content Indexing agent so that full copies of the original files returned as search results can be viewed from the Search Console.
- From the CommCell Browser, right-click the Online Content Indexing agent for which you want to configure the share name, then click Properties.
- Click the Share Name tab.
- To add a Directory and Share Name pair, click Add, then enter the Directory and Share Name in the spaces provided on the Add/Edit Directory Share Name Pair dialog. Click OK. Repeat this step if necessary to enter additional directory and share name pairs. Generally, the directories entered here should match the drives and folders specified as subclient content.
- To edit a Directory and Share Name pair, select the desired entry from the display pane then click Edit. On the Add/Edit Directory Share Name Pair dialog enter the Directory and Share Name in the spaces provided. Click OK. Repeat this step if necessary to edit additional directory and share name pairs.
- To delete a Directory and Share Name pair, select the desired entry from the display pane then click Delete. Repeat this step if necessary to delete additional directory and share name pairs.
- Click OK to save the configuration.
Before You Begin
- Review Configuring the
Search Server URLs.
- When editing the Search Server URLs, keep in mind that any changes must be
synchronized with the associated Virtual Directory name on the IIS Server.
Required Capability: Capabilities and Permitted Actions
To configure
Search Server URLs for the client:
- From the CommCell Browser, right-click the icon of the client computer
for which you would like to configure the Web Server URLs, and then click Properties.
- From the
Search Server URLs tab of the Client Computer Properties dialog box,
enter the desired changes.
- Click OK to save your changes.
Before You Begin:
- It is always recommended that you add the Search Console to the Local
intranet zone. Contact your System Administrator to add the Search
Console to the Local Intranet zone. For more information, refer
Microsoft KB article 174360.
Related Topics
To
configure the browser Settings for Search Console: (applicable only when using
Microsoft Internet Explorer as the web browser)
- On the Tools menu, click Internet Options...
- From the Internet Options (Advanced) tab, select the following
options under Multimedia:
- Always use ClearType for HTML
- Enable automatic image resizing
- Play animations in web pages
- Play sounds in web pages
- Show image download placeholders
- Show pictures
- Smart image dithering
- From the Internet Options (Security) tab, select Local
Intranet, and then click Custom Level.
- From the Security Settings dialog box, select Enable for
the following components under Downloads: (by default, these
components are enabled in the Local Intranet and Trusted sites zone.)
- Automatic prompting for file downloads
- File download
- Click OK. You will be prompted whether to change the system
security settings for this zone.
- Click Yes.
- Click OK.
Before You Begin
Required Capability:
Capabilities and Permitted Actions
To select
the language preferences in Internet Explorer 6:
- On the Tools menu, click Internet Options.
- From the Internet Options dialog box, click Languages.
- From the Language Preference dialog box, click Add.
- From the Add Language dialog box, select the language preference.
- For English, select English (United States)[en-us]
- For Chinese, select Chinese (China)[zh-cn]
- For French Canadian, select French (Canada)[fr-ca]
- For French, select French (France)[fr]
- For Italian, select Italian (Italy)[it]
- For Spanish, select Spanish (International Sort)[es-ES]
- For German, select German (Germany) [de]
- For Dutch, select Dutch (Netherlands) [nl]
- For Korean, select Korean [ko]
- Click OK in all the dialog boxes to save your changes.
To select
the language preferences in Internet Explorer 7:
- On the Tools menu, click Internet Options.
- From the Internet Options dialog box, click Languages.
- From the Language Preference dialog box, click Add.
- From the Add Language dialog box, select the language preference.
- For English, select English (United States)[en-US]
- For French, select French (France)[fr-FR]
- For French Canadian, select French (Canada)[fr-CA]
- For Italian, select Italian (Italy)[it-IT]
- For Chinese, select Chinese (PRC)[zh-CN]
- For Spanish, select Spanish (International Sort)[es-ES]
- For German, select German (Germany) [de-DE]
- For Dutch, select Dutch (Netherlands) [nl-NL]
- For Korean, select Korean [ko-KR]
- Click OK in all the dialog boxes to save your changes.
To select
the language preferences in FireFox 2.0.0.4 and above:
- On the Tools menu, click Options.
- From the Options dialog box, click Advanced.
- From the Advanced (General) options, click Choose.
- From the Languages dialog box, click Select a language to
add... drop-down box and select the language preference.
- For English, select English/United States [en-us]
- For French, select French/France [fr-fr]
- For French Canadian, select French/Canada [fr-ca]
- For Italian, select Italian [it]
- For Chinese, select Chinese/China [zh-cn]
- For Spanish, select Spanish/Spain [es-es]
- For German, select German/Germany [de-de]
- For Dutch, select Dutch [nl]
- For Korean, select Korean/South Korea [ko-kr]
- Click OK in all the dialog boxes to save your changes.
Required Capability: See
Capabilities and Permitted Actions
To
configure the browse/search/recovery options:
- From the CommCell Browser, right-click the CommServe, and select
Control Panel.
- From the Control Panel, select the Browse/Search/Recovery option.
- From the
Browse/Search/Recovery Option dialog box, select the options you want enabled during the browse and recover
operations. You can select from the following options:
- Click OK.
Before You Begin
- Review User Administration - Search Console. See also
Data Discovery and Search.
- Note that, you can configure the user details for only those users who
have performed a search operation using the Search Console.
- Note that, you need to be a CommCell user with administrative rights to
log into the User Administration page.
Required Capability: See
Capabilities and Permitted Actions
To
configure the Disk Quota limitation for a user:
- Access the Search Console.
- From the left navigation pane, click Users.
- Click the user whose administrator options need to be configured.
- Enter the disk quota value in kilo bytes in the Disk Quota (KB)
text box.
- Click Save.
Before You Begin
- Review User Administration - Search Console. See also
Data Discovery and Search.
- Note that, you can configure the user details for only those users who
have performed a search operation using the Search Console.
- Note that, you need to be a CommCell user with administrative rights to
log into the User Administration page.
Required Capability: See
Capabilities and Permitted Actions
To
configure number of results per page:
- Access the Search Console.
- From the left navigation pane, click Users.
- Click the user whose administrator options need to be configured.
- From the Display n results per page drop down box,
select the number of results to be viewed in a page.
- Click Save.
Before You Begin
- Review User Administration - Search Console. See also
Data Discovery and Search.
- Note that, you can configure the user details for only those users who
have performed a search operation using the Search Console.
- Note that, you need to be a CommCell user with administrative rights to
log into the User Administration page.
Required Capability: See
Capabilities and Permitted Actions
To
configure number of results per page in review set:
- Access the Search Console
- From the left navigation pane, click Users.
- Click the user whose administrator options need to be configured.
- From the Display n results per page in review set drop down
box, select the number of results to be listed per page in a review set.
- Click Save.
Before You Begin
- Review User Administration - Search Console. See also
Data Discovery and Search.
- Note that, you can configure the user details for only those users who
have performed a search operation using the Search Console.
- Note that, you need to be a CommCell user with administrative rights to
log into the User Administration page.
Required Capability: See
Capabilities and Permitted Actions
To
configure number of queries per user:
- Access the Search Console.
- From the left navigation pane, click Users.
- Click the user whose administrator options need to be configured.
- From the Allow n queries to be saved drop
down box, select the number of queries that can be saved by the user.
- Click Save.
Before You Begin
- Review User Administration - Search Console. See also
Data Discovery and Search.
- Note that, you can configure the user details for only those users who
have performed a search operation using the Search Console.
- Note that, you need to be a CommCell user with administrative rights to
log into the User Administration page.
Required Capability: See
Capabilities and Permitted Actions
To
configure number of review sets per user:
- Access the Search Console.
- From the left navigation pane, click Users.
- Click the user whose administrator options need to be configured.
- From the Allow n reveiw set to be created drop
down box, select the number of review sets the user can create.
- Click Save.
Before You Begin
- Review User Administration - Search Console. See also
Data Discovery and Search.
- Note that, you can configure the user details for only those users who
have performed a search operation using the Search Console.
- Note that, you need to be a CommCell user with administrative rights to
log into the User Administration page.
Required Capability: See
Capabilities and Permitted Actions
To
configure review set retention:
- Access the Search Console.
- From the left navigation pane, click Users.
- Click the user whose administrator options need to be configured.
- Enter the maximum number of days the review sets need to be retained in
the Specify number of days review sets to be retained: text box.
- Click Save.
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