Create a new FTP 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 FTP Rules. 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 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 Perceptive Search should place the index. 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 FTP 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 FTP Indexing Wizard will show. This wizard allows you to add one or more FTP indexing rules to the index. Click the New button to add your first rule.
10. Enter the details of the FTP server you wish to index. The options are:
    • Name
      For reference only, give the rule a name that is meaningful.
    • Host name or IP address
      Enter the name or IP address of the machine running the FTP server you wish to access.
    • User name and Password
      Enter the credentials that should be used when accessing the FTP Server. The password is only used when Anonymous login is unchecked.
    • Initial Directory
      Specify an initial directory that all request should be relative to.
    • Anonymous login
      Check this if you wish to access the FTP server anonymously. The password will not be sent to the server.
    • Port
      Change the port if the FTP is running on a non standard port number. The default is 21.
    Click Next to proceed. Perceptive Search will attempt to connect to the FTP server.
11. If the server settings are correct, you will be presented with the list of folders returned from the FTP server. Select the folder that contain the documents you want to index and click Next.
12. Select the scope for the new folder. It can be one of:
• Include - All files in and under
  All files in the specified folder and its subfolders will be indexed.
• Include - All files under but not in
  Index only the files in subfolders of the specified folder. Files stored directly in this folder are not indexed.
• Include - All files in but not under
  Index only the files stored in the specified folder. Subfolders will not be indexed.
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 FTP to an existing index