Help > Indexing > Indexing Document Management Systems > Indexing SharePoint > Editing a SharePoint index

Editing a SharePoint index

To modify existing SharePoint 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 SharePoint indexing wizard will show.
  6. Change the URL to your Sharepoint server if required, otherwise click Next.
  7. You will be presented with the list of folders that are available in Sharepoint. If you want to index all items, click the Select All button.
    You can also select individual folders to include or exclude from the index by clicking on the button at the left of each folder.

    By default Perceptive Search will only index the newest version of each document. You can choose to index all revisions by ensuring Index all document revisions is checked.

    You can also index attachments to Sharepoint list items by checking the Index attachments check box.
  8. Once you have selected your folders. Click Finish to update the indexing rule.
  9. 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.

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