How to index my files

Perceptive Enterprise Search can index files stored on the local machine, or machines on the network. The process of creating the file rules are the same, however there are security implications when accessing network files.

You can either create a new index for your files, or add file rules to an existing index.

Creating a new index of my files

Please see Adding a new index for details.

Add file rules to an existing index

1. Open the File rule section for your index, this is accessible from:
   • Indexes > [IndexName] > File Rules
   • User Indexes > [User] > Indexes > [IndexName] > File Rules
2. Click the New File Rule button on the toolbar.
3. Enter the folder that contains the documents you want to index, or click Browse to select it and click the Next button.  Perceptive Enterprise Search will give an error if it cannot access the folder.
   
   
   The user that you logged into the Perceptive Enterprise Search Administration Console must have permission to the folder.
4. You have the option to modify the discovery options for this file rule, the defaults will automatically index all documents in the specified folder.  The options available are:
   • Scope
     Include - All files in and under. All files in the given folder and all sub-folders should be considered for indexing.
     Include - All files in, but not under. This will include documents in the selected directory, but not in any sub-directories.
     Include - All files under but not in. Only files in sub-folders of the given folder should be considered for indexing.
     Exclude - All files in but not under. Only files in the given folder should be excluded from indexing.
     Exclude - All files in and under. All files in the given folder and all sub-folders should be excluded from indexing.
     Exclude - All files under, but not in. This will bypass any files in any sub-directories of the selected directory. Documents in this directory may be included in the index if there are other rules which apply to them.
   • File Pattern
     The file pattern controls what files Perceptive Enterprise Search will scan in each of the folders included by this rule. This will typically be *.*;
   • File type
     The file type option allows you have Perceptive Enterprise Search automatically detect each file's type, or to force it to index a file as the given type.
   • Document options
     The Document options allow you to set extended indexing options. These control how Perceptive Enterprise Search will handle certain characteristics of each document.
   • Presentation quality
     The Presentation quality allows you to control whether or not Perceptive Enterprise Search will convert documents to HTML and preserve style information.
     
   Click Next.
5. The final page of the wizard will show your settings. Once a rule has been created, you must Update the index to have Perceptive Enterprise Search add the newly configured file rules to the index.  Select "Update this index now" to have Perceptive Enterprise Search perform an index update.
   Click Finish.

See Also

Adding Indexes

File Rules

Handling Files on the Network