BlueCielo Meridian Enterprise Server 2017 Administrator's Guide

Configuring item names and indexing

A repository's item names are initially created when a publishing job imports their definitions from a source vault. Thereafter, you can configure some elements of the items to meet your requirements, including property indexing.

You can configure the names of the following repository items:

• Document properties, types, and reference types
• Tag properties, types, and reference types
• Project properties and types

The steps to configure the items are the same.

Meridian Explorer uses the following types of indexes:

• Property value indexes for general searches as described in this topic.
• Full-text indexes of document content described in Configuring full-text indexing.

By default, Meridian Explorer automatically indexes the system properties that are necessary for basic operation and no additional configuration is necessary. However, you may want to index additional properties to improve performance.

When selecting the properties for indexing, observe the following guidelines:

• Do not select more properties than required. Selecting too many properties will negatively impact performance.

• Index the properties that are most likely to be used for searches in the Search pane.

  Note    By default, SQL Server does not recognize the hyphen (-) as a searchable character. If indexed properties will include values that contain hyphens (such as document numbers or filenames), you should configure a custom stop list as described in the SQL Server documentation. A default, empty stop list is created by default during repository creation that you can modify.

To configure item names and property indexing:

1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Repositories. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.
2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
4. In the METADATA group, click MANAGE. The Metadata page appears.

5. In the menu, click DOCUMENT, OBJECT TAG, or PROJECT according to the item type that you want to configure. A list of the properties for the item type appears, grouped by property set. To configure other items, click TYPES or REFERENCE TYPES in the page header.

   The internal names in the items appear in the NAME column. The corresponding display names of the items appear in the DISPLAY NAME column. Additional information appears in subsequent columns only for properties.

6. To filter the list of items for easier selection:
   1. Type the beginning of an item name in the search box and click the filter icon . The list is filtered on the text that you typed. By default, the filter is applied to the item display name. To filter on the item internal name instead, click the arrow next to Display name and then click Name.
   2. To remove the item name filter, remove the text that you typed and click the filter icon . The full list of items is shown.
7. To change the display name or other options for an item, click the item name. The item's options appear at the right.
8. Click options or type values using the descriptions in the following table.

9. Click Save to save your changes to an item.
10. Repeat steps 5 through 9 for each item that you want to change.

11. If you included new properties in the full-text search indexes, in the toolbar, click Full-text index. A confirmation dialog box appears.

    Note    Under normal operating conditions, you do not need to manually maintain the repository indexes. It can be necessary if you recently enabled additional properties for indexing, are experiencing poor performance, or under the direction of BlueCielo Technical Support. It is not necessary if the Meridian Enterprise Server synchronization job is configured to rebuild the indexes. For more information on full-text indexing, see Configuring full-text indexing.

12. Click YES. A background task is started and you may continue working.

To rebuild the property indexes immediately:

1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Repositories. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.
2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.

4. In the INDEXES group, for the Run or schedule this task item, click RUN to rebuild the property indexes. A confirmation dialog box appears.

5. Click YES. A background task is started and you may continue working.

To schedule property index rebuilds:

1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Repositories. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.
2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
4. In the INDEXES group, for the Run or schedule this task item, click SCHEDULE. The SCHEDULE dialog box appears. This dialog box requires the same input as the Windows Task Scheduler.
5. Configure the scheduled task to run when you require and then click SCHEDULE.The task is modified and will run on the configured schedule.