Categories

Perceptive Enterprise Search supports the categorization of documents. The document categories can later be used for sorting, filtering and presenting in the result list. The Perceptive Enterprise Search categorizer can automatically generate the categories for you or you can set category rules that utilize metadata or file patterns.

When you create a new index Perceptive Enterprise Search automatically enables categorization. During the indexing process Perceptive Enterprise Search will analyze your data to find the best suited set of categories. The automatic categorization works best when your data is well structured into logical folders. A document may belong to only one category.

The Categories page of an Index shows you the automatic and manual category rules. Please note that the automatic rules are for reference only and cannot be modified. When assigning a category to a document Perceptive Enterprise Search will first check the manual rules for a match before checking the automatic rules.

Adding a New Category

1. Select Categories for the index in which you wish to add a category rule.
2. Click User Defined Categories under the User Defined Categories. The Category Wizard will appear.
3. Select the type of Category rule you wish to add. It may be one of the following:
   
   1. Filename Pattern
      A filename pattern allows you to specify any part of the filename and assign it a specific category.
   2. Metadata Pattern
      A metadata pattern allows you to specify a particular metadata value of a file and assign it a specific category.
   3. Metadata is Category
      A "metadata is category" allows you to assign a metadata field. This field's value will be used as the document's category.
   Click Next.
4. Depending on your selection you will be prompted to enter one of the following:
   
   1. Filename Pattern
      File Pattern - Specifies the file pattern to be compared against a document's filename.
   2. Metadata Pattern
      Metadata Field - Specifies the name of the metadata field which contains a value that the pattern will be compared against.
      Metadata Pattern - Specifies the pattern that is compared to the contents of the metadata field.
   3. Metadata is Category
      Metadata Field - Specifies the name of the metadata field to be used as the documents category.
   Click Next.
5. Enter a name for the category. This name will be used when a document matches the rule. This option is not shown for "Metadata is Category". Click Next.
6. Review the information. If you wish to make any changes click Back. Once you are satisfied with the settings click Finish to add the new Category rule.

To have new categories take effect you must re-categorize the index. </b