Configuration - Content Indexing and Search - How To

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Content Indexing Engine

Offline Content Indexing

Online Content Indexing

Search Console

User Administration - Search Console


Configure Content Indexing Engine Options

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Required Capability: See Capabilities and Permitted Actions

To configure Content Indexing Engine options:

  1. From the CommCell Browser, right click the Content Indexing Engine for which you want to configure the options, then click Properties.
  2. From the CI Engine Properties dialog box, set the value for Maximum Number of Batch Slots option.
  3. Similarly, set the value for Maximum Number of Documents Per Batch option.
  4. Click OK.

Enable (or Disable) Storage Policies for Content Indexing

  1. From the CommCell Browser, right click the storage policy for which you want to enable content indexing , then click Properties.
  2. Click the Content Indexing tab.
  3. 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.

  4. Click OK to save the configuration.

Enable (or Disable) Clients for Content Indexing

  1. From the CommCell Browser, right-click the Client for which you wish to enable content indexing, click All Tasks and then select Properties.
  2. Click the Advanced tab.
  3. Click and select the Enable Content Indexing option to enable content indexing of data associated with subclients in the client.
  4. 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.

Configure Retention Criteria for the Content Index

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Required Capability: See Capabilities and Permitted Actions

To configure retention criteria for the Content Index:

  1. 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.
  2. From the Storage Policy Properties (Content Indexing) tab, click Retention.
  3. 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.
  4. 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.
  5. If you want to prune the content index based on pending content director policy operations, select Retain for Record Policy Use.
  6. Click OK to save the configuration.

Disable Preview of Search Results

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Required Capability: See Capabilities and Permitted Actions

To configure retention criteria for the Content Index:

  1. From the CommCell Browser, right click the storage policy for which you want to disable the preview of search results, and then click Properties.
  2. From the Storage Policy Properties (Content Indexing) tab, click Retention.
  3. To disable the preview of search results, select Do Not Generate HTML Preview.
  4. Click OK to save the configuration.

Filter File Types that Must be Content Indexed

  1. From the CommCell Browser, right click the storage policy for which you want to enable content indexing , then click Properties.
  2. Click the Content Indexing and then click the File Filter tab.
  3. Click either the Include following file types for Content Indexing or the Exclude following file types from Content Indexing options.
  4. Click Add new file extension to add new file types that must be included (or excluded) from the list.
  5. 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.)
  6. 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.
  7. Click OK to save the information.

Specify the Backup Selection Criteria for Content Indexing

  1. From the CommCell Browser, right click the storage policy for which you want to enable content indexing , then click Properties.
  2. Click the Content Indexing tab.
  3. From the General tab, click and select the Choose the Backup Selection Rule option and then click the Advanced button.
  4. Choose the necessary options from the Selection Rule dialog box
  5. Click OK (twice) to save the configuration

Add (or Remove) Subclient for Content Indexing

  1. From the CommCell Browser, right click the storage policy for which you want to enable content indexing , then click Properties.
  2. Click the Content Indexing tab.
  3. From the General tab, click and select the Choose the Subclients for Content Indexing option and then click the Associate button.
  4. Add or remove subclients from the Subclient Association dialog box.
  5. Click OK (twice) to save the configuration.

Add (or Remove) Specific Jobs for Content indexing

  1. 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.
  2. Select the necessary filter options in the Job Filter for Storage Policy dialog box.
  3. Click the Advanced button for additional filter options in the Jobs in Storage Policy Advanced Filter Options dialog box.
  4. Click OK.
  5. A list of jobs associated with a storage policy is displayed in the Jobs for Storage Policy Copy window.
  6. right click the specific job and perform one of the following operations as appropriate:

Create/Modify Online Content Indexing Subclients

  1. Verify and ensure that the Content Indexing Engine that must be used by the subclient is installed before adding or modifying a subclient.
  2. 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.

  3. From the General tab type the name (up to 32 characters) of the subclient that you want to create.
  4. Click the Content tab to define the contents for the subclient.
  5. Click the Filters tab to define the files/folders that must be filtered.
  6. 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.
  7. Click the Content Indexing Engines tab to select the Content Indexing Engine for the subclient.
  8. Click OK to save the subclient configuration.
  9. The Backup Schedule dialog box advises you to schedule the operations for your new subclient.

Modify Exchange Server Name

Required Capability: See Capabilities and Permitted Actions

To modify the Exchange server name:

  1. From the CommCell Browser, right-click the icon for the appropriate agent and then click Properties.
  2. From the General tab of the agent Properties dialog box, type the desired name in the Exchange Server Name field.
  3. Click OK.

Modify Mailbox Name

Required Capability: See Capabilities and Permitted Actions

To modify the mailbox name:

  1. From the CommCell Browser, right-click the icon for the appropriate agent and then click Properties.
  2. From the General tab of the agent Properties dialog box, type the desired name in the Mailbox Name field.
  3. Click OK.

Modify Profile Name

Required Capability: See Capabilities and Permitted Actions

To modify the profile name:

  1. From the CommCell Browser, right-click the icon for the appropriate agent and then click Properties.
  2. From the General tab of the agent Properties dialog box, type the desired name in the Profile Name field.
  3. Click OK.

Specify Outlook Web Access (OWA) URL

Required Capability: See Capabilities and Permitted Actions

To specify Outlook Web Access (OWA) URL:

  1. From the CommCell Browser, right-click the icon for Online Content Indexing Agent for Exchange and then click Properties.
  2. From the Agent Properties (OWA URL) tab, type the url in the OWA Url field.
  3. Click OK.

Specify/Remove a Domain Name for an Exchange Server With Non-Resident Items

Required Capability: See Capabilities and Permitted Actions

To specify or remove the identified domain name:

  1. From the CommCell Browser, right-click the agent icon of the client computer and then click Properties.
  2. From the agent Property dialog box, click AD Server.
  3. 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.
  4. Repeat the previous step for each domain name that you wish to include.
  5. To remove a domain name, click the name in the AD Server List and then click Delete.
  6. Repeat the previous step for each domain name that you wish to remove.
  7. Click OK.

Discover and Assign New Mailboxes

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To manually discover and assign new mailboxes:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

  6. To register your mailbox assignments with the system, click Apply.
  7. If you have no other mailboxes to assign, click OK.

Assign Mailboxes to Another Subclient

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

Required Capability: See Capabilities and Permitted Actions

To assign items to another subclient:

  1. 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.
  2. 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.

  3. To save the configuration, click OK.

Access the Search Console

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Required Capability: See Capabilities and Permitted Actions

To access the Search Console:

  1. 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.
  2. 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).
  3. 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.
  4. Click OK.

Add/Edit/Delete Directory Share Name Pairs

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.

  1. From the CommCell Browser, right-click the Online Content Indexing agent for which you want to configure the share name, then click Properties.
  2. Click the Share Name tab.
  3. 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.
  4. 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.
  5. 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.
  6. Click OK to save the configuration.

Configure the Search Server URLs

Before You Begin

Required Capability: Capabilities and Permitted Actions

To configure Search Server URLs for the client:

  1. 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.
  2. From the Search Server URLs tab of the Client Computer Properties dialog box, enter the desired changes.
  3. Click OK to save your changes.

Configure Browser Settings for Search Console

Before You Begin:

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To configure the browser Settings for Search Console: (applicable only when using Microsoft Internet Explorer as the web browser)

  1. On the Tools menu, click Internet Options...
  2. 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
  3. From the Internet Options (Security) tab, select Local Intranet, and then click Custom Level.
  4. 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
  5. Click OK. You will be prompted whether to change the system security settings for this zone.
  6. Click Yes.
  7. Click OK.

Select Language Preferences for Search Console

Before You Begin

Required Capability: Capabilities and Permitted Actions

To select the language preferences in Internet Explorer 6:

  1. On the Tools menu, click Internet Options.
  2. From the Internet Options dialog box, click Languages.
  3. From the Language Preference dialog box, click Add.
  4. 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]
  5. Click OK in all the dialog boxes to save your changes.

To select the language preferences in Internet Explorer 7:

  1. On the Tools menu, click Internet Options.
  2. From the Internet Options dialog box, click Languages.
  3. From the Language Preference dialog box, click Add.
  4. 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]
  5. Click OK in all the dialog boxes to save your changes.

To select the language preferences in FireFox 2.0.0.4 and above:

  1. On the Tools menu, click Options.
  2. From the Options dialog box, click Advanced.
  3. From the Advanced (General) options, click Choose.
  4. 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]
  5. Click OK in all the dialog boxes to save your changes.

Configure Browse/Search/Recovery Options

Required Capability: See Capabilities and Permitted Actions

To configure the browse/search/recovery options:

  1. From the CommCell Browser, right-click the CommServe, and select Control Panel.
  2. From the Control Panel, select the Browse/Search/Recovery option.
  3. 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:
    • Show Aged Data during Browse and Recovery

    • Always Use Exact Index for Browse

    • Disable Confirmation Message for Restore Jobs
    • Automatically Switch Copy to Read Data from any Copy
    • Start End user restores in suspended state
    • Start Compliance user restores in suspended state
    • Enable Exchange Delegate Search
  4. Click OK.

Configure Disk Quota

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To configure the Disk Quota limitation for a user:

  1. Access the Search Console.
  2. From the left navigation pane, click Users.
  3. Click the user whose administrator options need to be configured.
  4. Enter the disk quota value in kilo bytes in the Disk Quota (KB) text box.
  5. Click Save.

Configure Number of Results per Page

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To configure number of results per page:

  1. Access the Search Console.
  2. From the left navigation pane, click Users.
  3. Click the user whose administrator options need to be configured.
  4. From the Display n results per page drop down box, select the number of results to be viewed in a page.
  5. Click Save.

Configure Number of Results per Page in Review Set

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To configure number of results per page in review set:

  1. Access the Search Console
  2. From the left navigation pane, click Users.
  3. Click the user whose administrator options need to be configured.
  4. 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.
  5. Click Save.

Configure Number of Queries per User

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To configure number of queries per user:

  1. Access the Search Console.
  2. From the left navigation pane, click Users.
  3. Click the user whose administrator options need to be configured.
  4. From the Allow n queries to be saved drop down box, select the number of queries that can be saved by the user.
  5. Click Save.

Configure Number of Review Sets per User

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To configure number of review sets per user:

  1. Access the Search Console.
  2. From the left navigation pane, click Users.
  3. Click the user whose administrator options need to be configured.
  4. From the Allow n reveiw set to be created drop down box, select the number of review sets the user can create.
  5. Click Save.

Configure Review Set Retention

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To configure review set retention:

  1. Access the Search Console.
  2. From the left navigation pane, click Users.
  3. Click the user whose administrator options need to be configured.
  4. 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.
  5. Click Save.

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