Lotus Notes Wizard

Lotus Nodes Credentials

The first time you use the Lotus Notes wizard, you will be prompted to enter your Lotus Notes password. Perceptive Enterprise Search needs to store your password so it can access the Lotus client for indexing.

Perceptive Enterprise Search will automatically pick up your username based on your Notes ID file.

The password is stored for all rules, you will only need to set it once.

If you change your Lotus Notes password, you will need to update the stored password, you can change it from the Lotus Notes Rules section of any index.

Click Next.

Lotus Domino Server

Select the Domino server that contains the NSF databases you wish to index. If you wish to index NSF databases stored on the local machine, enter a value of "local".

You can browse for known Lotus Domino servers by clicking the "Browse..." button, a dialog will be shown listing the known servers.

You are not able to modify the server name of an existing Lotus Notes rule.

Security Server

Perceptive Enterprise Search can also implement document level security on NSF databases stored on a Lotus Domino server. To enable this feature, your Domino server must have DIIOP configured and running. Enter the server name and port of the Domino server in the form of servername:port.

Once you have entered the server details, you can test your configuration.  To do so, click the "Test..." button and enter a user name and password of a known account.

See [[[Lotus Notes Security]]] for more information.

Click Next

Databases

You will be shown a list of folders and databases on the server that you specified. You can custom options at the folder and database level by clicking the arrow at the left of each item.

For folders, the options are:

• Inherited (Default Options)
  Reset the rules on the folder and all children.
• Include all documents in and under
  Include all documents in every database that this folder and all its sub-folder.
• Include all documents in but not under
  Include all documents in every database that is directly in this folder.
• Include all documents under but not in
  Include all documents in every database that are in sub-folders of this folder.
• Exclude all documents in and under
  Do not index documents from any database in or under this folder.
• Exclude all documents in but not under
  Do not index documents from databases directly in this folder.
• Exclude all documents under but not it
  Do not index documents from databases in sub-folders of this folder.

For databases, the options are:

• Index all documents
  Index all documents in this view.
• Choose view you want to index...
  Change the view that Perceptive Enterprise Search uses to index this database. The view used controls which metadata will be indexed.
• Exclude all documents
  Do not index any documents in this database.

You do not need to set rules on every folder, if you wish to index all databases in the "mail" section, simply select "Include all documents in and under" and Perceptive Enterprise Search will automatically index all documents in every database that are in the "mail" folder.

The tree will show a visual indication of what Perceptive Enterprise Search will do at indexing time, whether it is included or excluded from the index.

Completion

Once you have configured the indexing rule, click Finish.