Creating a new TRIM Context 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 contain a list of supported Document Management Systems. Select TRIM Context.
   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 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 TRIM 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 TRIM indexing. Click Next to proceed.
10. 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.
11. 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.
12. 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.
13. 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.
14. You can now review your settings. Click Finish to create the indexing rule.
15. 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 TRIM Context to an existing index
• Editing a TRIM Context index