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Table Of Contents

Preface
Documentation Updates
Documentation Updates
Conventions
Notational Conventions
Command-line Syntax Conventions
Notices
Related Documentation
Autonomy Product References
Autonomy Customer Support
Contact Autonomy
PART 1Introduction
Introduction to IDOL Server
IDOL Server Operations
IDOL Server Operations
Alerts
Category Matching
Channels
Cluster Information
Collaboration
Dynamic Clusters
Dynamic Thesaurus
Eduction
Expertise
Hyperlinks
E-Mail Users
Search and Retrieval
Advanced Keyword Search
Boolean/Bracketed Boolean Search
Exact Phrase Search
Field Restrictions
Proximity Search
Spell Check
Summarization
Taxonomy Generation
Automatic Taxonomy Based on Cluster Result
Automatic Taxonomy to Category Generation
Get Started
Send Actions to IDOL Server
Display Online Help
PART 2Store Content in IDOL Server
Configure Content Storage
Configure through the IDOL Dashboard
Configure through the IDOL Dashboard
Edit the Configuration File
Use a Unified Configuration
Stored Content
Disable Content Storage
Store IDOL Server Data Files on Multiple Disks
Allocate Files to IDOL Server Databases
Set up the Field Index Process
Index XML Attributes
Configure IDOL Server for Language and to Encode
Optimize Index Process
Index Process
Delayed Synchronization
Process Data before you Index
Pre-index Tasks
Set up Pre-index Tasks
Perform an ACI Action
Set up an ACI Task
To set up an ACI task
Alert Users to New Content
Set up an Alert Task
To set up an Alert task
Create Templates for E-mail Alerts
Categorize Data
Set up a Cat Task
To set up a Cat task
Edit or Remove Fields
Set up a FieldOp Task
To set up a FieldOp task
Write Files to Disk
Set up a FileWriter Task
To set up a FileWriter task
Send an HTTP Call to a Web Interface
Set up an HTTP Task
To set up an HTTP task
Check OCR Document Quality
Set up an OCR Task
To set up an OCR task
Route Documents to Different Tasks
Set up a Route Task
To set up a Route task
Index Data into IDOL
Set up an Index Task
To set up an Index task
Use Add2Replace
Set up an Add2Replace Task
To set up an Add2Replace task
Use Lua Script Index Tasks
Requirements
Configure a Lua Indexing Task
To configure a Lua indexing task
Write a Lua Index Task
Supported Functions
Flush Handler Functions
Change the Value of a Field
Find the Name of a Field
Add a Field
Add an Attribute to a Field
Sections
Example Script
Process Documents with Repeated Fields
Use Failover for Pre-index Tasks
Set up Failover IndexTasks
To set up failover IndexTasks
Index Data
Index Overview
Index Overview
DREADD: Index IDX and XML Files Directly
DREADD Parameters
DREADD Examples
Specify Field Names
DREADDDATA: Index Data over a Socket
DREADDDATA Parameters
“DREADD Parameters” on page 96
Send Data with a POST Method
use the Curl command-line tool
use a script
Use the Curl Command-line Tool
Use a Script
DREADDDATA Examples
Index Stop Words
Index Nonalphanumeric Characters
Term Separators
Index Nonalphanumeric Characters for Retrieval
Hyphenated Terms
Character Tokenization
Prevent Duplicate Documents
Deduplication Options—KillDuplicates and IndexMode
Enable Deduplication for all Index Jobs
Limit ReferenceType Fields used for Deduplication
Use KillDuplicatesChecksumField to Prevent Unnecessary Indexing
Use KillDuplicatesPreserveFields to Preserve a Field
Enable Deduplication for Individual Index Jobs
“Use KeepExisting to Minimize the Index Load” on page 117
Use KeepExisting to Minimize the Index Load
Enable Deduplication for Connector Index Jobs
Deduplication Constraints
Use the Combine Operation
Use Deduplication with DIH Reference-based Indexing
Use Deduplication with DIH Field-based Indexing
Add Metadata to Documents
Check Index Status
“IndexerGetStatus Status Codes” on page 121
IndexerGetStatus Status Codes
Tag Documents into Clusters
Fields
About Fields
Process Fields
Index Fields
Configure the Number Index Process
NumericDateType Fields
NumericType Fields
FieldCheckType Fields
ReferenceType Fields
Set up ReferenceType fields
To set up reference type fields
Use KillDuplicates and Combine on ReferenceType fields
Highlight Fields
BitFieldType Fields
Edit Set Information after Indexing
Find Documents within a Set
Metafields
Change Field Values
Language Support
IDOL Language Support Concepts
Run IDOL Server in Multiple Languages
Determine the Languages that are Enabled
Define Language Types
Associate Language Types with Documents
Documents that Contain a Language Type Field
Documents that Contain a Language Type Field
Documents that Contain Field Data that can Identify Language
Add Language-Type Fields to Documents
Define a Default Language Type
Define a General Language
Enable Automatic Language Detection
To enable Automatic Language Detection
Specify the Language Type of a Query
Convert Results to a Specific Encoding
Text Queries
Text-free Queries
Return Documents in Multiple Languages
Return Documents in a Specific Language
Create a Custom Stem File for a Language
Decompose Compound Words
Enable Transliteration for a Language
PART 3IDOL Server Operations
Agents
About Agents
About Agents
Manipulate Agents
Create an Agent
Edit an Agent
Retrain an Agent
Copy an Agent
View an Agent’s Details
Delete an Agent
Query with Agents
Alert with Agents
Collaboration and Expertise with Agents
Categorization
Introduction to Categorization
Introduction to Categorization
Create a Hierarchical Category Structure
Create Categories from Scratch
To create categories from scratch
Create Categories from Clusters
Create Categories from Legacy Topic Sets
Create Categories by Copying Categories
Create Categories when you Generate a Taxonomy
Create Categories from XML
Train Categories
Retrain Categories
Move Categories
View and Administer Categories
View Category Details
View Category Hierarchy Details
View Category Terms and Weights
View Category Training
Change Category Fields
Reset Category Fields
Change Category Term Weights
Remove Category Term Weights
Replace Categories
Activate or Deactivate Categories
Build Categories
Delete Categories
Delete Category Training
Export Categories to XML
Synchronize IDOL Server with Stored Categories
Suggest Categories
Suggest Categories for Documents
Suggest Categories for Text
Suggest Categories for Categories
AgentBoolean Agents and Categories
Match Specific Concepts
Use Field Restrictions
Categorize Documents before Indexing
Alert Users to Documents that Match Their Agents
Configure IDOL server for Text Parse Queries
Create AgentBoolean Agents and Categories
Perform AgentBoolean Queries
Optimize AgentBoolean Matching
Configure AgentBoolean Cache Fields
To configure AgentBoolean cache fields
Index a Dummy IDX
Customize Agent Content
Use a Minimal List of Rare Terms
Use AlwaysMatchType Fields
Cluster Process
Generate Snapshots
Generate Spectrograph Data
Generate WhatsNew and WhatsHot Information
WhatsNew information
WhatsHot information
Generate a Cluster Map after You Cluster
Configure Clusters
Change the Number and Size of Clusters
Build Seeds
Build Seeds
Group Seeds into Clusters
Configuration Parameters
PART 4Results
Search and Retrieve
Actions
Conceptual Matches
Types of Matches
Example Queries
Agent or Category Query
Profile Query
Text Query
Suggest Query
SuggestOnText Query
Keyword Search
Keyword Occurrence Search
Exact Keyword Search
Case-Sensitive Exact Keyword Search
Paragraph and Sentence Keyword Search
Keyword Search Examples
Phrase Search
Phrase Occurrence Search
Default Phrase Search
Case-Sensitive Exact Phrase Search
Phrase Search Examples
Boolean and Proximity Search
Boolean Search Operators
Table 1 Boolean search operators
Proximity Search Operators
Table 2 Proximity search operators
WHEN Search Operator
Specify the Number of Levels from the XML Root
Precedence of Search Operators
Simple Field Restricted Search
Field Text Search
Field Text Query Guidelines
Field Specifiers for Common Restrictions
Fields Whose Value Exactly Matches One or More Strings
Fields that Contain a Number
Fields that Contain a Date
Table 3 Date formats
Fields Whose Value Matches Wildcard Strings
Field Specifiers for Advanced Restrictions
Table 4 Field specifiers
Fields whose Value Falls Within a Specific Alphabetical Range
Fields With a Non-zero Value for Bitwise AND
Fields that Contain BitFieldType Information
Fields whose Values are Boolean Agents
Fields that are a specified distance from a specified point
Fields That Do Not Exist or Contain No Value
Specific Fields, Irrespective of their Value
Fields whose values are similar to a specified string
At least one field instance matches a specified string or number
All Field Instances Match a Specified String or Number
Fields that Contain a Specified ReferenceMemoryMappedType Field
Fields that do not contain a specified value
Fields That Contain Coordinates Within a Specified Area
Fields That Contain a Specified String
Fields Whose Values Match Specific Terms or Phrases
Field Specifiers to Bias Result Scores
Fuzzy Search
Fuzzy Query Syntax
Adjust the Tolerance Level of a Fuzzy Search
Parametric Search
Configure IDOL Server for Parametric Fields
Execute a Parametric Search
GetTagValues
GetQueryTagValues
Proper Names Search
Enable Proper Names Searches
To enable proper names searches
Example Proper Name Searches
Soundex Keyword Search
Enable Soundex Keyword Searches
To enable Soundex keyword searches
Execute Soundex Keyword Searches
Synonym Search
“Enable Synonym Searches” on page 315
Enable Synonym Searches
To enable synonym searches
Set up a Synonym File
To set up a synonym file
“Configure IDOL Server to Use a Synonym File” on page 317
Configure IDOL Server to Use a Synonym File
To configure IDOL server to use a synonym file
Execute Synonym Searches
Set up an Additional Synonym IDOL Server
To set up an additional IDOL server
“Execute Synonym Searches” on page 320
Install the Synonym IDOL Server
Create and Index a Synonym File
To execute synonym searches
Verity Query Language Search
Convert other Query Types to VQL
Configure Query Parsing
Combine Different Search Types
Synonym and Boolean Searches
Synonym Search and Field Restrictions
Soundex and Proper Names Searches
Soundex and Boolean Searches
Soundex and Proximity Searches
Soundex Search and Field Restrictions
Exact Phrase and Boolean Searches
Exact Phrase and Proximity Searches
Exact Phrase Search and Field Restrictions
Boolean and Proximity Searches
Boolean Search and Field Restrictions
Proximity Searches and Field Restrictions
Wildcards in Queries
Wildcards in Query Text
Wildcards in Field Text Queries
Matches for One or More Strings
Wildcard Searches in Japanese, Chinese, Korean and Thai
Query for Nonalphanumeric Characters
Text
FieldText
Examples
Optimize Retrieval of Tagged Documents
Query Syntaxes
Customize Results
Change the Results Display
Set the Number of Results to Display
Change Result Sorting (Display Order)
Sorting for Query, Suggest, and SuggestOnText
Sort for GetTagValues and GetQueryTagValues
Sort for GetQueryTagValues
Batch (Page) Results
Change the Field Display
Returned Fields
Display Additional Metafields
Display Document Fields
Configure IDOL server to Always Display Specific Fields
To configure IDOL server to always display specific fields
Display Specific Fields for Individual Queries
Use XSL Templates to Change Output Format
Enable the XSL Templates
To enable the XSL templates
Apply XSL Templates to Actions
Generate Summaries
Types of Summaries
Return Summaries with Query Results
Summarize Text or Documents
Cluster Results
Generate Hyperlinks
About Hyperlinks
Implement Hyperlinks
Provide Spell Correction
How Spell Correction Works
“Spell Correction File” on page 354
Spell Correction File
Automatic Query Guidance
About Automatic Query Guidance
Enable Automatic Query Guidance
About the QuerySummary Parameter
Generate Query Summaries (Dynamic Thesaurus)
About Query Summaries
1.Configure IDOL server to generate query summaries
Configure IDOL server to Generate Query Summaries
To configure IDOL server to generate query summaries
Execute an Action with the QuerySummary Parameter
Generate Dynamic Clusters
1.Configure IDOL server to enable Dynamic Clustering
Configure IDOL server to Enable Dynamic Clusters
To configure IDOL server to enable Dynamic Clustering
Display Cluster Information
Display the Number of Documents a Dynamic Cluster Contains
Create a Cluster Map
Manipulate Result Relevance
Boost Relevance
Boost Relevance
Use a Field Process to Boost Relevance
Use the BIAS Field Specifier to Boost Relevance
BIASDATE
BIASDISTCARTESIAN
BIASDISTSPHERICAL
Use Multipliers to Boost Relevance
Use the AutnRankType Field to Boost Relevance
Manipulate the Results Set
Combine Parameter
Combine Parameter
Simple
FieldCheck
Simple
FieldCheck
ReferenceTypeFields
Exceptions
FieldCheck Parameter
Predict Parameter
Store and Retrieve the Result State
Store the Result State
Query with the State Token
Use a State Token with Index Commands
View Documents
About the View Service
View Documents
About the View Service
Configure the View Service
Enable View to Access Documents
To enable View to access documents
Configure View to Use a Proxy Server
Configure View to Highlight Terms
To configure View to highlight
View the Document Directly in the Web Browser
View the Latest Version of a Document
Highlight Terms
Highlight Boolean Expressions
Highlight Expressions in Different Languages
Highlight Multiple Link Terms
Specify Document Processing
View Document Information
View Templates
Table 5 View service templates
Apply a Template to a Document
Apply a Default Template to All Documents
Modify the HTML Output for Documents
Modify the HTML Output for PDF Files
Table 6 Template configuration options for PDF files
Hide Graphics
Show Revised Content and Revision Information
Format Revised Content
Show Hidden Content
Hidden Content in Microsoft Documents
Table 7 Hidden data settings
PART 5Administration and Maintenance
Set up Security
Set up Security on Documents
Set up Security on Documents
Set up an SSL Connection
Set up SSL between IDOL components
Set up SSL for Shared Communications
Set up SSL for Mailer
Set up SSL for Pre-indexing Tasks
Set up SSL for the View Component
Set up SSL for Communications to Remote Servers
Log SSL Settings
Add Users to IDOL Server
Create IDOL Users
Create IDOL Users
Flat Structure
Hierarchical Structure
Integrate with a Third-Party User Structure
Implement User Account Security
Create User PIN Codes
Add a PIN Code for a User
Authenticate Users with PIN Codes
Set User Name and Password Restrictions
Enable Password and PIN Code Time Restrictions
To configure password and PIN code time restrictions
Set Maximum Login Attempts
Lock and Unlock User Accounts
To unlock a user account
Mail
Automatically E-mail Agent and Channel Results
Automatically E-mail Agent and Channel Results
Send Custom E-mails
Send E-mails in Batches
Mailer Templates
Edit Templates
Administer IDOL Server
Execute Configuration Changes
Delete and Restore Documents
Delete Documents by Reference
Delete Documents and Ranges of Documents
Restore Deleted Documents
Locate Duplicate Documents
Create and Delete Databases
Create a New Database
Send a DRECREATEDBASE command
Edit the IDOL server Configuration File
Delete a Database and All its Documents
Delete All Documents from a Database
Expire Documents
Set up a Field Process
Expire Immediately
Expire at Regular Intervals
Change Document Metadata
Change Document Field Values
Table 8 DREREPLACE Data Fields
Edit the Spelling Correction Cache
Compact the Data Index
Compact the Data Index Immediately
Compact the Data Index at Regular Intervals
Initialize the Data Index
Back up the IDOL Server
Back up Content
Back up Content
“Back up the Entire IDOL Server Data Index” on page 464
Back up the Entire IDOL Server Data Index
“Back up the Data Index Immediately” on page 464
Back up the Data Index Immediately
Back up the Data Index at Regular Intervals
To back up the data index at regular intervals
Back up the Data Index Automatically
To back up the data index automatically
Back up the Data Index Dynamically
To back up the data index dynamically
Export IDX Documents from IDOL Server
Export XML Documents from IDOL Server
Restore Content
Configuration File Sections
[ACIEncryption] Section
[Agent] Section
[AgentDRE] Section
[AnalysisSchedules] Section
[Category] Section
[CatDRE] Section
[Cluster] Section
[Community] Section
[DAHEngines] Section
[DAHEngineN] Section
[DataDRE] Section
[Databases] Section
[DIHEngines] Section
[DIHEngineN] Section
[DistributionIDOLServers] Section
[DistributionSettings] Section
[DocumentTracking] Section
[DRE] Section
[FieldProcessing] Section
[IDOLServerN] Section
[IndexCache] Section
[IndexNotify] Section
[IndexServer] Section
[IndexTasks] Section
[LanguageTypes] Section
[License] Section
[Logging] Section
[MemoryCache] section
[MyProperty] Sections
[Paths] Section
[Profile] Section
[ProfileNamedAreas] Section
[Role] Section
[Schedule] Section
[SectionBreaking] Section
[Security] Section
[Server] Section
[Service] Section
[SSLOptionN] Section
[Summary] Section
[Synonym] Section
[Taxonomy] Section
[TermCache] Section
[User] Section
[UserCustom] Section
[UserSecurity] Section
[UserSecurityFields] Section
[Viewing] Section
Password Encryption
Autpassword Utility
Autpassword Utility
APPENDIX C
Languages and Language Files
Supported Languages and Common Encodings
Supported Languages and Common Encodings
Supported Encodings
Table 9 Supported Encodings
Per-Language TermSize Parameter
Table 10 Recommended TermSize value per language
Per-Language Sentence-Breaking Files
Stop Word Lists for Supported Languages
Manually Create IDX Files
IDX Format
IDX Format
Table 11 IDOL server fields in IDX files
Section a Document
Category XML Format
Introduction
Introduction
XML Format
<autn:category>
<autn:name> (required)
<autn:id>
<autn:parent>
<autn:refersto>
<autn:trainingelement>
<autn:type>
<autn:content>
<autn:language>
<autn:reference>
<autn:docid>
<autn:database>
<autn:simplecat>
<autn:relevancecat>
<autn:details>
<autn:generatedterms>
<autn:generatedweights>
<autn:queryagenttnw>
<autn:modifiedterms>
<autn:modifiedweights>
<autn:exclusions>
<autn:inclusions>
<autn:fakeweights>
<autn:numresults>
<autn:threshold>
<autn:databases>
<autn:fieldtext>
<autn:taxonomyroot>
<autn:active>
<autn:role>
<autn:memberpermissions>
<autn:nonmemberpermissions>
<autn:simplecatdefaultcat>
<autn:relevantcat>
<autn:simplecatparam>
<autn:userfields>
Example Category XML Files
Record Statistics with Statistics Server
About Statistics Server
About Statistics Server
Configuration
Create XML Events
Configure Statistics Server Information
Define Statistical Criteria
Record and View Statistics
Record Statistics
To record statistics
View Statistical Results
Record Statistics from Multiple IDOL Servers
Preserve Data during Service Interruptions
Sample Files
Sample Configuration File
Sample XML Event Script
Configuration Parameter Reference
Statistics Server Parameters
ActionEvent
DateString
EventClients
EventField
EventPort
EventThreads
ExternalClock
History
IDOLName
Main
Number
Port
SafeModeActivated
Threads
Statistical Criteria Parameters
AEqualStat
ARangeStat
BitANDStat
NEqualStat
NRangeStat
DynamicField
Field
Offset
Operation
Period
Action and Action Parameter Reference
AddStat
Example
Event
GetDynamicValues
GetStatus
StatDelete
StatResult
GetStatus Action Response
GetStatus Action
GetStatus Action
IDOL Server GetStatus Response
Example IDOL Server GetStatus Response
Error Codes and Messages
Error Codes
Error Codes
Error Messages
VQL Conversion Error Messages
General Errors
Proximity Errors
Boolean Operator Errors
Field Restriction Errors
Word and Phrase Errors
Expression Errors
Glossary
Index
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Idol Server 7.5 Admin Rev5

Idol Server 7.5 Admin Rev5

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Published by: Jiří Kučík on May 29, 2012
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