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Administrator Help > Connectors > EMC Documentum Connector > Configuring and Indexing an EMC Documentum Source

Configuring and Indexing an EMC Documentum Source

A source defines a set of configuration parameters for a specific EMC Documentum repository. When you want to index more than one EMC Documentum repository, configure one source for each repository.

To configure and index a source with the Documentum connector

  1. On the Coveo server, access the Administration Tool (see Opening the Administration Tool).

  2. Select Index > Sources and Collections.

  3. In the Collections section:

    1. Select an existing collection in which you want to add the new source.

      OR

    2. Click Add to create a new collection (see Adding a Collection).

  4. In the Sources section, click Add.

  5. In the General Settings section of the Add Source page:

    1. Enter the appropriate value for the following required parameters:

      Name

      Enter a descriptive name of your choice for the connector source.

      Example: Documentum7

      Source Type

      The connector used by this source. In this case, select Documentum.

      Addresses

      Depending on the EMC Documentum server repository(ies) or the part of a repository you want to index:

      Note: By default, subfolders are indexed. To index only the main folder, clear the Index subfolders option (see Index Subfolders).

      • To index all the repositories known to the docBroker, enter svr-documentum, which is host of the docbroker, as written in the dmcl.ini file of the Documentum installation.

      • To only index the documentum_repo repository: svr-documentum/documentum_repo.

      • CES 7.0.4887+ (November 2012) To only index specific part of a repository, you can use custom DQL queries that respect the following format:

        DQL:<docbaseName>: Where <my conditions>

        Examples:

        • DQL:DEVCOMPANYXYZ:Where O."object_name" = 'mydocument.txt'

        • DQL:DEVCOMPANYWYZ:Where FOLDER('/CabinetA/FolderA', DESCEND)

      Fields

      If you created a custom EMC Documentum field set, select it. Otherwise, leave the Default Scheme.

      Note: CES 7.0.5031+ (March 2013) Support for multi-value fields, which are separated with a ; character.

      Refresh Schedule

      Time interval at which the index is automatically refreshed to keep the index content up-to-date. By default, the Every day option instructs CES to refresh the source everyday at 12 AM (see Creating or Modifying a Source Schedule) .

    2. Review the value for the following parameters that often do not need to be modified:

      Rating

      Change this value only when you want to globally change the rating associated with all items in this source relative to the rating to other sources (see Understanding Search Results Ranking).

      Example: If this source was for a legacy Lithium community, you may want to set this parameter to Low, so that in the search interface, results from this source appear later in the list compared to those from other sources.

      Document Types

      If you defined custom document type sets, ensure to select the most appropriate for this source (see What Are Document Type Sets?).

      Active Languages

      If you defined custom language sets, ensure to select the most appropriate for this source (see Adding and Configuring a Language Set).

  6. In the Specific Connector Parameters & Options section of the Add Source page:

    1. Enter the appropriate value for the following required parameters:

      Webtop folder name

      Enter the name of the EMC Documentum Webtop installation folder. Webtop is the web-based application through which CES accesses EMC Documentum content.

      Example: When Webtop is accessed using the following URL: http://svr-documentum:8080/webtop/, the Webtop folder name is webtop.

      Webtop host machine name

      Enter the name of the machine on which the EMC Documentum Webtop installation folder is located.

      Example: When your Webtop URL is http://svr-documentum:8080/webtop/, the Webtop host machine name is svr-documentum.

      Webtop host port number

      Enter the number of the port used by the Webtop application. The default port number is 1489.

      Example: When webtop URL is http://svr-documentum:8080/webtop/, the Webtop host port number is 8080.

    2. Review if you need to change the default value for the following parameter:

      Index All Versions

      Indicates whether to index all versions of a document found on the Documentum server or just the most recent one.

    3. In the Parameters section, click Add Parameter to be able to change the default value of hidden parameters (see Modifying Hidden EMC Documentum Source Parameters).

    4. In the Option section, review the default value of the following check boxes:

      Index Subfolders

      Check to index all subfolders below the specified Lithium server address. Selected by default.

      Index the document's metadata

      When selected, CES indexes all the document metadata, even metadata that are not associated with a field. The orphan metadata are added to the body of the document so that they can be searched using free text queries.

      When cleared (default), only the values of system and custom fields that have the Free Text Queries attribute selected will be searchable without using a field query (see Adding a Field to Search On and What Are Field Queries and Free Text Queries?).

      Example: A document has two metadata:

      • LastEditedBy containing the value Hector Smith

      • Department containing the value RH

      In CES, the custom field CorpDepartment is bound to the metadata Department and its Free Text Queries attribute is selected.

      When the Index the document's metadata option is cleared, searching for RH returns the document because a field is indexing this value. Searching for hector does not return the document because no field is indexing this value.

      When the Index the document's metadata option is selected, searching for hector also returns the document because CES indexed orphan metadata.

      Generate a cached HTML version of indexed documents

      When you select this check box (recommended), at indexing time, CES creates HTML versions of indexed documents. In the search interfaces, users can then more rapidly review the content by clicking the Quick View link rather than opening the original document with the original application. Consider clearing this check box only if you do not want to use Quick View links or to save resources when building the source.

      Open results with cached version

      Leave this check box cleared (recommended) so that in the search interfaces, the main search result link opens the original document with the original application. Consider selecting this check box only when you do not want users to be able to open the original document but only see the HTML version of the document as a Quick View. In this case, you must also select Generate a cached HTML version of indexed documents.

  7. In the Security section of the Add Source page:

    1. In the Authentication drop-down list:

    2. Click Save to save the source configuration.

  8. On the toolbar, click Start/Rebuild to start indexing your source.

  9. Validate that the source building process is executed without errors:

    • In the navigation panel on the left, click Status, and then validate that the indexing proceeds without errors.

      OR

    • Open the CES Console to monitor the source building activities (see Using the CES Console).

What's Next?

Consider modifying advanced source parameters (see Modifying Hidden EMC Documentum Source Parameters).

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