Editing a Documentum index

To modify existing Documentum DMS indexing rules, 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. Select the rule you wish to edit and click the Edit Rule button on the toolbar. The Documentum indexing wizard will show.
6. 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 should be used.
   • Use following credentials
     Specify the Documentum username and password that should be used to access the server.
7. 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.
8. Click Next.
9. You can now review your settings. Click Finish to save the indexing rule.
10. The indexing rule has been updated. 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

• Adding Documentum to an existing index
• Creating a new Documentum index