After selecting a Scheduled option, specify the details, if applicable:
- Manually: No additional options.
- Periodically: Specify the "Run every:" options by entering the number of "hours" and "minutes."
- Daily: Specify the "Start time:" by clicking on the hours and minutes drop-down lists and selecting options.
- Weekly: Specify the "Start time:" by clicking on the hours and minutes drop-down lists and selecting options, then selecting the day check boxes to specify days of the week to run the crawl.
- Advanced: Enter a custom CRON Expression (e.g. 0 0 0 ? * *)
Step 3: Initiate a full crawl
Now that the content source is set up, the crawl can be initiated.
- Click on the crawl type option to set it as Full.
- The default is Incremental, and the first time it'll work like a full crawl.
- After the first crawl, set it to Incremental to crawl for any changes made in the repository.
- Click Start.
During the crawl
- Click Refresh on the Content Sources page to view the latest status of the crawl.
The status will show RUNNING while the crawl is going, and CRAWLED when it is finished.
- Click Complete to view the number of documents crawled so far, the number of documents submitted, and the number of documents with errors.
If there are errors, you will get a clickable Error flag that will take you to a detailed error message page.
Step 4: Initiate an incremental crawl
If you only want to process content updates from the RDB via Snapshot (documents that are added, modified, or removed), then click Incremental instead of Full. The RDB via Snapshot connector will automatically identify only changes that have occurred since the last crawl.
If this is the first time that the connector has crawled, the action of the Incremental option depends on the exact method of change discovery. It may perform the same action as a Full crawl – crawling everything, or it may not crawl anything. Thereafter, the Incremental option will only crawl updates.
Group expansion configuration is done on the Advanced Connector Properties of the Connector tab.
- Select the Advanced Configuration check box to enable the advanced properties section.
- Scroll down to Group Expansion and select the check box.
- Add a new source for each repository that you want to expand groups from (you'll need Administrator rights on all of them to be able to do this).
- Set the default domain, user name and password of the crawl account.
- Set a schedule for group expansion refresh and cleanup.
- (Optional) Select the Use external Group Expansion check box to choose an LDAP Cache component for LDAP group expansion. For more information on the LDAP Cache component, see LDAP Cache.