BlueCielo Meridian Enterprise 2017 Administrator's Guide

Configuring content indexing

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

Before you begin

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.

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, 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. If the server uses Windows Search, content indexing will be enabled and begin if you click Apply or OK. However, if the server uses the Indexing Service, the initial filtered text files and indexing catalog will not be created until the task is run manually or on a schedule.

6. Select the appropriate content indexing option for your server, Use Windows Search or Use Indexing Service.

   If you selected Use Indexing Service, click Set Schedule to schedule a task to create and maintain the indexing catalog after production hours.

   1. 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.
   2. 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.
   3. 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.

   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.

7. Click OK.