General options

Options for the currently selected index.

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Index name

Change the name of the index by simply typing it in this box. Choose a name that reflects the content of the index.

Categories

Create categories for documents indexed

Perceptive Search can automatically categorize you documents at indexing time, the number of categories automatically created can be adjusted via the slider.

Edit Categories...

The category editor can be access by clicking this. See Category Editing

Index Relevance Bias

Allows a user to rank the quality of the documents being indexed, per index. The index bias is then used to help rank the documents.

Metadata Refinement

The metadata section shows the metadata items being collated and available for search refinement. This information is generated automatically from the index.

Not all metadata is available for search refinement, Perceptive Search will analyze the index to identify the metadata fields that can be used for search refinement. For a metadata field to be considered, it must meet the following requirements:

1. Fields Occurrences - The field must be present in at least a minimum number of documents, this is defaulted to 65%.
2. Minimum Values - The field must have at least this number of unique values to be considered, this is defaulted to 5% of the number of documents in the index.
3. Maximum Values - The field must not exceed this number of unique values to be considered, this is defaulted to 25% of the number of documents in the index.

The metadata list shows the metadata field, the data type and whether the field should be shown in the search refinement.  All auto detected fields are initially set to show.

Perceptive Search can perform slightly different tasks depending on the type of the data, the options are:

• Text - performs a standard collation of unique values.
• Number - numbers are ignored as they are generally not useful for refinement.
• Dates - applies the date format and performs collation on the result.  This allows you to have refinement based on year or month.
• Currency - identifies logical price ranges and performs collation on the results, for example, if the value is $15.99, the refinement option may be $10-$20.
• Multivalue - similar to text, this indicates the field contains more than one value, separated by a delimiter.

Shared Index

Allow query users while index is being updated

Activate (or de-activate) this option by selecting the checkbox.

When you choose to allow the users to access the index at the same time as an index update, it will typically degrade performance of both the query and update processes by about 15%. However, this is offset by the benefit of updating the index without having to log off your query users before running the update.

If you intend to use an index with Perceptive Enterprise Search - Local Administration Console you should set this item by default.

This option is enabled for all new indexes.

Note: You must not change this option while there are any users using the Perceptive Enterprise Search.