Editing a TRIM Context index
To modify existing TRIM Context indexing rules, 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.
- Select the rule you wish to edit and click the
Edit Rule button on the
toolbar. The TRIM indexing wizard will show. - You can now change the TRIM database if you wish. Click Next.
- You will now be able to choose what will be indexed. 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.
- Index all records
- 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 update the indexing rule.
- 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.