Adding TRIM Context to an existing index
If you have an existing index and would like to add TRIM Context rule, follow these steps:
- Start Perceptive Enterprise Search - Local Administration Console
- 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
- From the menu, select Index > Content Sources. The indexing
rules for your index will be shown.
- From the list on the left hand side, make sure Document Management Systems
is selected.
- On the toolbar, click the
New Rule button. - Select TRIM Context from the list and click Next..
- The next page gives you an overview of TRIM indexing. Click Next to proceed.
- Select the TRIM database you wish to index. If you want to index multiple TRIM databases,
you will need to create a separate TRIM indexing rule for each. Click Next.
- You will now be able to choose what Perceptive Search will index. Choose from:
- Index all records
All records and documents in the database will be indexed and therefore searchable. - Index records returned from a saved search
Only the records and documents that are returned from a TRIM saved search will be
indexed. This can be useful if you want to create indexes of smaller subsets of
information.
Click Next. - Perceptive Search allows to index just the document content, just the metadata or the both
the document content and the metadata. The default is to index both. Click Next
to proceed.
- If you opted to index metadata, you will be presented with a list of available metadata
fields. This list allows you to control which fields will be added to the index.
You should only include the fields that you want your users to be able to search.
Perceptive Search will have the default set pre-selected. Click Next.
- You can now review your settings. Click Finish to create the indexing rule.
- The TRIM Context 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.
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