Configuring content indexing

Content indexing is configurable on a per-vault basis. This task assumes that the vault should use the Windows content indexing component running on the Meridian application server. For other deployment options, see About Meridian deployment strategies.

Before you begin

Before you can configure content indexing, you must ensure that the appropriate content indexing component (Indexing Service or Windows Search, depending on the version of Windows) is running on the Meridian application server computer:

1. Right-click My Computer and choose Manage.
2. Expand Services and Applications, and then click Services.
3. Locate the content indexing component that you want to use (Indexing Service or Windows Search) in the right pane and ensure that its Status is Started and its Startup Type is set to Automatic.

If a scheduled task will be created for maintaining content indexing, it will be helpful to know when other tasks are scheduled on the same computer so that this task can be scheduled to not interfere with those processes and vice versa. We recommend that this task be scheduled to occur after the day’s Prepare for Backup, recovery log, and regular system backup tasks occur.

Notes

• Content index files can be re-created relatively easily in the case of loss and need not be backed up.
• Although the Windows content indexing components run at a lower priority than other applications on the server and can be run during production hours, we recommend that it be scheduled to not run during production hours in order to maximize Meridian performance.

To configure content indexing for a vault:

1. Open Meridian Enterprise Administrator and click EDM Server in the left pane. The list of active vaults appears in the right pane.
2. Select the vault that you want to configure in the right pane.
3. On the Action menu and select Properties. The vault’s Properties dialog box appears.
4. Click the Content Indexing tab. The Content Indexing page appears.
5. Select Enable content indexing for documents and memos. Content indexing will be enabled if you click Apply or OK. However, the initial filtered text files and indexing catalog will not be created until the task is run on schedule or is run manually.
6. Select a content indexing option, Use Windows Search or Use Indexing Service.
7. To schedule a task to create and maintain the indexing catalog after production hours, click Set Schedule.
8. Type a user account name and password for the job to run as and click OK. For information on the security permissions that are required for the account, see Indexing securely. The Meridian Vault Indexing Task dialog box appears.

9. Select options on the Schedule page to coordinate the job with other tasks running on the computer and the time when regular system backups occur.
10. Click OK when finished. A new job is created for the Windows Task Scheduler that may be modified with the normal Windows administration tools. For more information about Task Scheduler, refer to the Windows documentation.
11. To clear the date that the content indexing catalog was last updated, such as after restoring a vault (see Restoring a vault that has been indexed), so that a new catalog will be built, click the Clear button.
12. Click OK.

Notes

• Text searching from the Meridian client applications may be performed after the catalog is complete and available. View the Indexing Service branch in Computer Management to monitor the status of each vault’s content indexing catalog and to test searches.
• If the vault content files are located on a device other than the Meridian Enterprise application server (for example, a SAN device or file server), the filtered text files must reside on the same server as the indexing service or they will not be added to the indexing catalog. To accomplish this, set the FullTextInLocalDataPath registry value described in HKEY_LOCAL_MACHINE\Software\Cyco\AutoManager Meridian\CurrentVersion\Installed DataStores. Although Meridian Enterprise supports content files residing at a UNC location, such a location is not supported for content indexing. That is, the content indexing service on a computer other than the Meridian Enterprise application server.
• If a vault has a name longer than 40 characters, the corresponding Indexing Service catalog name will be abbreviated. Windows Indexing Service does not allow catalogs to have names longer than 40 characters. If you want to set a different catalog name than the default, set the FullTextCatalog registry value described in HKEY_LOCAL_MACHINE\Software\Cyco\AutoManager Meridian\CurrentVersion\Installed DataStores\<vaultname>.
• To disable content indexing, clear the Enable content indexing for documents and memos option, remove the existing Indexing Service catalog, and delete the filtered text files.
• The full-text indexes that are used by Meridian Enterprise are subject to any limitations of the full-text search capabilities of the database management system in which the vault is stored. Following are examples of known limitations with Microsoft SQL Server:
  • Searching for document names that contain only numbers will yield no results.
  • Searching for terms that include numbers will not find plain text files.
  • Searching for single-digit numbers in AutoCAD drawings will yield no results.