Maintenance

An index's maintenance screen shows you statistics about the index, allows you to perform maintenance on the index and provides the ability to schedule regular maintenance on the index.

Information

The information section shows you details of the index. This includes how many documents and words are in the index and the date that documents were last added to the index.

Note that if no documents are added to an index during an update then the Last Updated date will not change.

Download update log

View the log file generated by the last action on the index.  This log file is rewritten on each action.

Maintenance Plans

A Maintenance Plan is a set of actions that run against one or more indexes.  When the maintenance plan starts, each action is run in sequence. This section indicates which maintenance plans the index is attached to.

Maintenance Plans make it easy for you to perform the following tasks regularly against your indexes.

• Update Index
  Performs an incremental update of the index. This will add new or changed documents and remove documents that no longer exist.
• Rebuild Index
  This completely rebuilds the index. The index will be purged and all documents will be indexed again.
• Recategorize
  Recategorizes all documents in the index. This is necessary when the category rules are modified.
• Update Security Cache
  Re-caches the security information about each document. Perceptive Enterprise Search can store security details about a document to speed-up rendering the result list.

Attaching to a Maintenance Plan

When attaching to a Maintenance Plan, you have two options:

• Attach to an existing Maintenance Plan
  
  If you have existing maintenance plans that match your desired time frame, you can simply attach this index to that plan.  This is a better approach than creating a new maintenance plan as it will ensure that multiple index actions are not run in parallel.
• Create a new Maintenance Plan
  
  If you do not have any maintenance plans configured, you can create one here.

Attaching to an existing Maintenance Plan

1. Select Maintenance on the index that you wish to maintain.
2. Click Attach to Maintenance Plan under the Maintenance Plan section. The Scheduling Wizard will appear.
3. Select Attach to an existing Maintenance Plan and click Next.
4. Select the maintenance plan you wish to attach to from the list and click Next.
5. Select the action you wish to perform on this index, it may be one of the following:
   
   • Update
     Bring the Perceptive Enterprise Search index up to date including new, changed and deleted items. This method is recommended for maintaining your index.
   • Add
     Add new documents to the index. Only items that are not already in the index will be processed. This is faster than an update.
   • Reindex
     Completely rebuild the index; the existing index will be deleted first.
   • Optimize
     Compact and reorder the index data structure to improve query performance. Generally this option is unnecessary as the indexes are self optimizing.
   • Purge deleted
     Remove the deleted items from the index. Scheduling this is recommended if you have a large number of document changes and wish to avoid the cost of purging documents during the normal updates.
   • Refresh security
     Scheduling an update of security information ensures that changes to file or user security are maintained in the index. This is only necessary if the index has cache security information option set.
   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 scheduled maintenance.

Creating a new Maintenance Plan

1. Select Maintenance on the index that you wish to maintain.
2. Click Attach to Maintenance Plan under the Maintenance Plan section. The Scheduling Wizard will appear.
3. Select Create a new Maintenance Plan and click Next.
4. Select the frequency with which the Maintenance Plan is to run, it may be one of the following:
• Daily
  The plan is to run on a daily basis, you can further customize the frequency with the following options:
  
  • Run on these days - Indicate the days of the week when the plan should run, this is defaulted to weekdays.
  • Start at - Indicates the time of the day when the plan is to start running.
• Weekly
  The plan is to run on a weekly basis, you can further customize the frequency with the following options:
  • On the first ... - Indicate the day of the week when the plan should run.
  • Of every # weeks - Indicates on which weeks to run, setting this value to 3 indicates that the plan should run every three weeks.
  • Start at - Indicates the time of the day when the plan is to start running.
• Monthly
  The plan is to run on a monthly basis, you can further customize the frequency with the following options:
  • On the following months- Indicate the months when the plan should run.
  • On the first ... - Indicate the day of the week when the plan should run.
  • Start at - Indicates the time of the day when the plan is to start running.

Click Next
5. Enter the credentials of an account that will be used to run the maintenance plan, this user must have permissions to the documents that you want to index.  Click Next.
6. Enter a name for the Maintenance Plan and click Next.
7. Review your options, you can change settings by clicking the Back button, otherwise click Finish to create the new Maintenance Plan.