TRIM Context
Perceptive Enterprise Search supports indexing of your TRIM Context Server, you can either create
a new index or add a DMS indexing rule to an existing server.
Requirements
- TRIM Context 5 or above
- TRIM Context WorkGroup Server installed on Perceptive Enterprise Search Server
TRIM Context Database
If you have TRIM Context correctly installed on the Perceptive Enterprise Search Server, you will be
presented with a list of datasets registered on the local workgroup.
If TRIM has not been configured on the web server, you will see an error.
Select the database you wish to index. If you wish to index multiple databases,
you will need to create a separate indexing rule for each.
Click Next.
|
What do you want to index?
Select the content that you want to index within the TRIM Context server: - Index everything
Indexes all the documents in a single database. This option is useful to separate databases by source. You can create multiple indexes, one for each
database. Your users can then select one or more of the indexes to search. - Index a saved search
Indexes the documents returned from a saved search in a single database.
This can be useful for testing index options as you can index a smaller subset of
your data.
Click Next.
|
Select a Saved Search
If you selected "Index a saved search", you will be presented with a list of
saved searches stored in this database. Select the saved search that
contains the documents you wish to index.
Please note that only documents returned in this saved search will be indexed
and therefore searchable.
Click Next.
|
Select Metadata
Perceptive Enterprise Search can index and search the TRIM metadata along side the document content.
Select the metadata fields that you want your users to be able to search on.
It is not recommended that you select all fields as it adds too much "noise"
information to the document. If your users do not need to search on a field, do
not check it.
Click Next.
|
Confirmation
The final step is to confirm your settings.
Click Finish |
Extended Options
To edit the extended options for TRIM, navigate to Indexes --> "Name of the index" --> Indexing Rules --> DMS Rules. Select the system under the DMS System column, then select Extended Options.
Pre-emptive Indexing
- Enable Pre-emptive Indexing
- Enables the use of a pool of "Thread Count" threads to download documents locally, which offloads the job from the indexing workers and potentially builds the index faster.
- Thread Count
- Number of threads available for pre-emptive indexing.
Metadata
- Sortable Dates
- Forces Date metadata fields to use YYYY/MM/DD format.
Security Descriptor
- Use "ViewDocument" permission
- TRIM uses separate permissions for the metadata and the electronic document attached to a record, while Perceptive Enterprise Search Server indexes metadata and the attachment as a single document.
Enabling this option uses the TRIM "View Document" permission. Disabling this option uses the TRIM “View Record†permission.
Logging
- Enable Logging
- Enables the DMS modules to write progress/debug information to the file specified in the Log File field.
- Log File
- The file path for the log file.
Troubleshooting
There are no databases listed
This usually indicates that TRIM Context has not been correctly installed or
configured on the Perceptive Enterprise Search Server. Try running the TRIM client (on the server)
and connect to the local workgroup server. If it fails to connect, you will need
to install and configure TRIM locally on the web server. Contact your TRIM
administrator for help.
Search is returning 0 results for some users
This can be a result of folder permissions on the TRIM Workgroup server. Make sure
that your users (or Everyone) has permission to read and write the following folders:
- C:\Program Files\TRIM Context\ServerData
- C:\Program Files\TRIM Context\ServerLocalData
HP TRIM Event Processor
Prerequisites
Before installing Perceptive Enterprise Search for HP TRIM Events, the following steps should be completed:
- Choose a computer to act as your Perceptive Enterprise Search web server
- Install Perceptive Enterprise Search on the Perceptive Enterprise Search web server
- Install HP TRIM Context Workgroup service on the Perceptive Enterprise Search web server
- Configure the HP TRIM Context Workgroup service on the Perceptive Enterprise Search web server to access the HP TRIM Context databases you wish to index
- Add to the Perceptive Enterprise Search web server one or more indexes of TRIM content
Installing Event Processor
Installation of the Perceptive Enterprise Search for HP TRIM Events consists of the following steps:
- Choose a computer for the Perceptive Enterprise Search Events Processor. It can be the same as the Perceptive Enterprise Search web server computer.
- Install HP TRIM Context Event and HP TRIM Context Workgroup services on the Perceptive Enterprise Search Events Processor computer
- Configure the HP TRIM Context Workgroup service to access the HP TRIM Context databases that are indexed in the Perceptive Enterprise Search web server
- Copy ISYSTRIMEP.DLL to the Perceptive Enterprise Search Events Processor computer and register it by running "regsvr32.exe ISYSTRIMEP.DLL"
- Create ISYSTRIMEvents.cfg configuration file in the folder where you copied ISYSTRIMEP.DLL. The format of ISYSTRIMEvents.cfg is given below.
- Open TRIM Enterprise Studio and create an Event Server on the local computer
- Open the "Configure Processes" tab of the local Event Server properties
- For each available dataset select the "User Defined" checkbox and type "ISYSTrimEp.TrimEventProcessor" in the edit box below it
- Click OK button to close the local event server properties and then exit the TRIM Enterprise Studio
- Restart HP TRIM Context Event and HP TRIM Context Workgroup services
Removing the Event Processor
If you wish to uninstall Perceptive Enterprise Search for HP TRIM Events:
- Stop HP TRIM Context Event service
- Unregister ISYSTRIMEP.DLL by running "regsvr32.exe ISYSTRIMEP.DLL /u"
- Delete ISYSTRIMEP.DLL and ISYSTRIMEvents.cfg
Configuration
The configuration file ISYSTRIMEvents.cfg is a simple XML file with the following format:
<ISYSTrimEvents>
<global server="[server]" api="[api]"/>
<locations>
<location link="[index]\ISYS.DMS" name="[name]"/>
<location ... />
...
</locations>
</ISYSTrimEvents>
When ISYSTRIMEP.DLL is installed on the Perceptive Enterprise Search web server computer, the node can be omitted. In such case Perceptive Enterprise Search for TRIM Events will work with the local Perceptive Enterprise Search web application at http://localhost:8700/api/.
The parameters used above are:
[server] - address of the Perceptive Enterprise Search web server application http://ISYSwebServer:8700/api/
[api] - Perceptive Enterprise Search web application password as specified in the APIPassword attribute of the ISYSwebApi node in the ISYSweb.cfg configuration file.
[index] - the full path to the Perceptive Enterprise Search index that contains TRIM indexing rules. For example \\ISYSWebServer\WebIndexes\TrimIndex, where WebIndexes maps to C:\Program Files\Perceptive Enterprise Search 10\WebIndexes\
[name] - the name of the Perceptive Enterprise Search index that corresponds to the path [index] in the node of the ISYSweb.cfg configuration file.