Configuration - Content Indexing and Search - How To

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Content Indexing Engine

Offline Content Indexing

Online Content Indexing

Create/Modify Online Content Indexing Subclients

Search Console

User Administration - Search Console


Configure Content Indexing Engine Options

Related Topics

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 Storage Policy (Content Indexing) tab, do the following:
  3. 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, and then click Properties.
  2. Click the Content Indexing 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.

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.
If the client machine (browser) and the web server machine where Single Sign On (SSO) is enabled are in different domains, then for the zone to which the web client belongs to, change the user authentication settings to "Prompt for username and password".

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:
  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.)
  5. Click OK. You will be prompted whether to change the system security settings for this zone.
  6. Click Yes.
  7. Click OK.
If the client machine (browser) and the web server machine where Single Sign On (SSO) is enabled are in different domains, then for the zone to which the web client belongs to, change the user authentication settings to "Prompt for username and password".

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.
  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.
  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.
  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:
  4. Click OK.

Authenticate Active Directory User with Domino Domain Server

Before You Begin

To authenticate Active Directory user with Domino Domain Server:

  1. Access the Search Console for end-users as an Active Directory user.
  2. From the Search Console interface, click the user name on the top right corner and select Authenticate with Domino Domain Server.
  3. From the Login to Web Console window, enter the Domino user name, password, and domain name and click Login.

Configure User Preferences

Before You Begin

To configure user preferences from the end-user or compliance user page:

  1. Access the Search Console for end-user or compliance user.
  2. From the Search Console interface, click the drop-down arrow of the user name at the bottom right corner of the page.
  3. Click Settings.
  4. From the Preferences window, right-click one of the following Preferences and select Edit.
  5. From the Edit User Preferences window, specify the default setting.
  6. Click Save.

Upload Customized Logos

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To upload customized logos:

  1. Access the Search Console for administrators.
  2. From the left navigation pane, click Customize Logo.
  3. From the Upload File dialog, enter the path to the image file to be uploaded in the File text box. Alternatively, you can click Browse to navigate and select the image file.
  4. From the Apply to View group, do the following:
  5. Click Upload.

View Search Analytics

Before You Begin

Required Capability: See Capabilities and Permitted Actions

To view the Search Analytics:

  1. Access the Search Console for administrators.
  2. From the left navigation pane in the User Administration page, click Search Analytics.
  3. Click the Admin URL for the Content Indexing Engine.
  4. Enter the time range for which the search analysis need to be done and click Submit.

 

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