Adding Documentum to an existing index

If you have an existing index and would like to add Documentum rule, follow these steps:

1. Start Perceptive Enterprise Search - Local Administration Console
2. Open the index you wish to modify. You can do this by either:
   • Selecting it from the My Index Catalog list
   • Select File > Open an Index from the menu and browse to the location where the index is stored
3. From the menu, select Index > Content Sources. The indexing rules for your index will be shown.
4. From the list on the left hand side, make sure Document Management Systems is selected.
5. On the toolbar, click the New Rule button.
6. Select Documentum from the list and click Next.
7. Enter the connection properties. The options are:
   • Server
     Enter the name of the machine where ISYSDFCC is installed or "localhost", if DFC is installed and configured locally. See Requirements for details.
   • Database
     Enter the name of the Docbase you wish to index.
   • Use Trusted Login
     Indicates the account associated with the current logged in user.
   • Use following credentials
     Specify the Documentum username and password to use to access the server.
8. If you wish to select advanced properties, click on the button Advanced.
   • Select the Documentum types you wish to index. Click Next.
   • Select the attributes you wish to index. Click Next.
   • Select the cabinets you wish to include or exclude for indexing and optionally additional filtering criteria.
9. Click Next.
10. You can now review your settings. Click Finish to create the indexing rule.
11. The indexing rule has been created. You must Update the index to have the items added to the index. Close the Indexing Rules window and select Index > Update from the menu.  See Updating your index for details.

Related

• Creating a new Documentum index
• Editing a Documentum index