Indexing Documents

The Indexing Documents process contains configuration tasks that the implementation team performs.

The crawling of repositories and the indexing of the documents they contain is the basis for search and classification.

Using the Process

This IT process is part of the following IT scenario:

• One or more repositories have been created.
• The required services are active.
• You have created properties and resource types.
• You have thought about how many indexes are required and which repositories these indexes should be assigned to.

The following IT process is incorporated in the Enterprise Portal (EP) usage type. It also accesses the stand-alone engine Search and Classification (TREX).

1. Configure crawlers.

   The various repositories must be crawled before the indexing run. You can configure crawlers differently for each use. For example, you should configure crawlers for Web repositories that follow links only to a specific depth.

2. Create indexes.

   In Index Administration, you create new indexes. Choose TREX Search and Classification as the service and the previously-created crawler parameters. This service is required for the follow-on process Creating Taxonomies.

3. Assign repositories to indexes.

   In Index Administration, you assign one or more repositories to each index as a data source. To keep the index content up-to-date, you can periodically re-index the data sources.

   Note

   You can assign each repository to exactly one index. Multiple assignments are not possible.

4. Start and monitor indexing.

   You use the indexing monitor to monitor the crawling and the indexing.

The repositories available in the scenario have been indexed. You can search for and classify documents.