Creating a new SharePoint 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 Folders and Websites check box. In the first drop down list, select Document Management Systems.
   A second drop down will appear contain a list of supported Document Management Systems. Select Sharepoint.
   Click Next to proceed.
5. The next step is to name your new index. The name must be unique to Perceptive Enterprise Search - Local Administration Console. 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 optionally 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 Search 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 Sharepoint rule. If you check the Build index now checkbox, an index update will be run once you have completed configuring the indexing rule.
9. The next page gives you an overview of Sharepoint indexing. Click Next to proceed.
10. Enter the URL that will be used to connect the SharePoint server. It should contain the protocol and port (if other than 80), for example: http://sharepoint:8080/. Click Next.
11. 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.
12. Once you have selected your folders, click Finish to create the indexing rule.
13. If you selected Build index now, Perceptive Search will read your documents and add them to the index, otherwise you will need to perform a manual update.

Related

• Adding Sharepoint to an existing index
• Editing a SharePoint index