Creating a new Documentum index

1. Start Perceptive Enterprise Search - Local Administration Console
2. Choose File > New Index from the menu. The New Index Wizard will be shown.
3. You will be prompted to select the type of index to build. Select from the following:
   • Shared corporate information
     Use this option if you intend to share the index between multiple Perceptive Enterprise Search users. If you are the sole user of the index, select Folders and Websites.
   • Folders and Websites
     Use this option to create an index for your sole use.
   
   Click Folders and Websites or Shared corporate information.
4. Check the Other check box. In the first drop down list, select Document Management Systems.
   A second drop down will appear containing a list of supported Document Management Systems. Select Documentum.
   Click Next to proceed.
5. The next step is to name your new index. The name must be unique to Perceptive Search. You are also given the option to add the index to the catalog. This will make the index appear in the My Index Catalog list.
6. You can optional configure the index for scheduled updates, by selecting Daily, Weekly, or Monthly. See Scheduling for details. If you do not want scheduled updates, select Don't update index automatically.
7. The final step is the location where the index should be placed. Each index must be stored in it own folder. Perceptive Enterprise Search - Local Administration Console will suggest a default location for you based on your selection on the first page. The default locations are:
   • Shared corporate information
     The default location is specified by your administrator, or the first time you add a shared index.
   • Folders and Websites
     The default location is stored in the user's application data folder, eg C:\Users\Joe\AppData\Perceptive Enterprise Search\Indexes
8. The next page allows you to review the settings of the new index. Click the Configure button to configure the Documentum rule. If you check the Build index now checkbox, an index update will be run once you have completed configuring the indexing rule.
9. 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 that the account associated with the current logged in user should be used.
   • Use following credentials
     Specify the Documentum username and password that should used to access the server.
10. 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.
11. Click Next.
12. You can now review your settings. Click Finish to create the indexing rule.
13. If you selected Build index now, Perceptive Enterprise Search - Local Administration Console will read your documents and add them to the index, otherwise you will need to perform a manual update.

Related

• Adding Documentum to an existing index
• Editing a Documentum index