Configure Content Indexing

• If a scheduled task will be created for maintaining content indexing, it's 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. We recommend that this task be scheduled to occur after the day's Prepare for Backup, recovery log, and regular system backup tasks occur.

• Content index files can be re-created relatively easily in the case of loss and do not need to 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 they be scheduled to not run during production hours in order to maximize Meridian performance.

• After upgrading to Windows Server 2016 from a prior operating system version:

  1. Disable vault content indexing as described in this topic.

  2. Use Windows Control Panel to rebuild the Windows Search indexes.

  3. Restart vault content indexing.

• Text searching from the Meridian client applications may be performed after the catalog is complete and available.

• 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.

• If a vault has a name longer than 40 characters, the corresponding catalog name will be abbreviated. The 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 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.

To configure content indexing for a vault:

1. Open the 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:

   1. Click Set Schedule to schedule a task to create and maintain the indexing catalog after production hours.

   2. 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 Index Securely. The Meridian Vault Indexing Task dialog box appears.

   3. 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.

   4. Click OK.

      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.

7. To clear the date that the content indexing catalog was last updated so that a new catalog will be built, click the Clear button.

   For example, you may want to do this after restoring a vault—see Restore a Vault That Has Been Indexed.

8. Click OK.