Activating or Adding Full-Text Search Catalogs - Full-Text Search - English - Foundation 22.1 - OnBase - external

Full-Text Search

Platform
OnBase
Product
Full-Text Search
Release
Foundation 22.1
License

Documents are available for indexing and searching after the Document Types they are archived under are added to a Full-Text Search catalog, or an existing catalog is activated. Catalogs are created for each Document Type marked as active.

Note:

For a Document Type to be added to a catalog, the Document Type must have the Allow Multiple Revisions option enabled in Configuration.

To activate or add catalogs for Document Types:

  1. Launch the OnBase Configuration module.
  2. Select Full-Text Search from the Utils menu. The Full-Text Configuration Module dialog box is displayed.
  3. Click the Catalogs tab. The Document Types available for indexing are listed.
    Tip:

    Filter the list of Document Types displayed by selecting the Document Type Group from the drop-down list below the list of Document Types.

  4. Select the check box in the Active column beside a Document Type name to create a catalog for that Document Type, or to reactivate a deactivated catalog.
  5. Type the root path to the directory that stores the catalogs forFull-Text Search in the Catalog Path column. You do not need to include a directory for the specific catalog for the selected Document Type. The specific catalog is created by the system under the directory entered.
    For example, if your Full-Text Search catalogs are stored at \\Server01\FullTextCatalogs, then you only need to type E:\FullTextCatalogs in the Catalog Path column.
  6. Select the checkbox in the PDF as Image column to index PDF documents as images for the catalog. This means the documents go through an OCR process as part of indexing, and a text rendition of the document is created for use with full-text search.

    If the PDF as Image option is deselected, PDF documents are processed by extracting the text layer of the PDF for full-text indexing. These documents are displayed as HTML output when viewed from a search results list.

  7. To exclude specific file types from indexing:
    1. Click the drop-down list under Exclude File Types for the catalog.

      All file types available to OnBase are displayed in drop-down list.

    2. Select each file type to exclude. Documents with the excluded file types are not indexing and are not available for full-text searches.
  8. Click Save at the bottom of the Catalogs tab to save your changes.
    To undo any changes made since the last save, click Clear Changes.
  9. Restart the Application Server and Full-Text Search servers for the changes to take effect.