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Step 1. Launch Aspire & open the Content Source Management page

Launch Aspire (if it's not already running).

See:

  1. Launch Control
  2. Browse to: http://localhost:50505

For details on using the Aspire Content Source Management page, please refer to Admin UI.



Step 2. Add a new RDB via Snapshot content source

To specify exactly which shared folder to crawl, we will need to create a new "Content Source".

To create a new content source:

  1. From Content Source, click Add Source.
  2. Click RDB via Snapshot Connector.

Step 2a. Specify basic information

In the General tab in the Content Source Configuration window, specify basic information for the content source:

  1. Enter a content source name in the "Name" field. 
    1. This is any useful name which you decide is a good name for the source. It will be displayed in the content source page, in error messages, etc.
  2. Click on the Scheduled pull-down list and select one of the following: ManuallyPeriodicallyDaily,Weekly or Advanced.
    • Aspire can automatically schedule content sources to be crawled on a set schedule, such as once a day, several times a week, or periodically (every N minutes or hours).
    • For the purposes of this tutorial, you may want to select Manually and then set up a regular crawling schedule later.
  3. Click on the Action pull-down list to select one of the following: StartStopPause, or Resume.
    • This is the action that will be performed for that specific schedule.
  4. Click on the Crawl pull-down list and select one of the following: IncrementalFullReal Time, or Cache Groups.
    • This will be the type of crawl to execute for that specific schedule.



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 ? * *)


You can add more schedules by clicking the Add New option, and rearranging the order of the schedules.
If you want to disable the content source, just clear the the Enable checkbox. This is useful if the folder will be under maintenance and no crawls are wanted during that period of time.
Real Time and Cache Groups crawl will be available depending of the connector.

Step 2b. Specify the connector information

In the Connector tab, specify the connection information to crawl the RDB via Snapshot.

  1. Example
    1. Example


Step 2c. Specify the workflow information

In the Workflow tab, specify the workflow steps for the jobs that come out of the crawl. Drag and drop rules determine which steps an item should follow after being crawled. These rules include where to publish the document, or transformations needed on the data before sending it to a search engine. See Workflow for more information.

  1. For the purpose of this tutorial, drag and drop the Publish To File rule found under the Publishers tab to the onPublish Workflow tree.
    1. Specify a Name and Description for the Publisher.
    2. Click Add.
  2. After completing these steps, click Save and Done, and you'll be sent back to the Home page.



Step 3: Initiate a full crawl

Now that the content source is set up, the crawl can be initiated.

  1. 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.
  2. Click Start.

During the crawl

During the crawl, you can do the following:
  • 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.

Statistics are reset for every crawl.

Group Expansion


Group expansion configuration is done on the Advanced Connector Properties of the Connector tab.

  1. Select the Advanced Configuration check box to enable the advanced properties section.
  2. Scroll down to Group Expansion and select the check box.
  3. 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).
  4. Set the default domain, user name and password of the crawl account.
  5. Set a schedule for group expansion refresh and cleanup.
  6. (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.
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