ProjectWise Implementation

Full Text Indexing Configuration

Full text indexing is the feature of ProjectWise Integration Server that extracts text from documents in the datasource so that users can search for documents based on that text. Full text indexing stores the extracted text in a full text index catalog, and then uses Windows Search to manage and search the full text index catalog.

Full text indexing can be performed on the main ProjectWise Integration Server computer, or on a separate computer where another copy of ProjectWise Integration Server is installed for the purpose of just handling document extractions (known as a head / tail server configuration).

The following is a checklist of things you need to do to set up the full text indexing feature in general, for all datasources run by this server. Once the feature is set up, you then use ProjectWise Administrator to enable the feature and run full text indexing jobs on a per datasource basis.

  1. Install or configure the prerequisites needed for ProjectWise Integration Server and ProjectWise Orchestration Framework Service.

    See Before You Install or Upgrade ProjectWise Integration Server.

  2. Install ProjectWise Integration Server with BOTH the Automated File Processing > Windows Search Registration and Automated File Processing > Full Text Indexing features selected.

    See To Install ProjectWise Integration Server.

    Note: Selecting to install any Automated File Processing feature automatically installs ProjectWise Orchestration Framework Service.
  3. (Optional) If you want to perform text extractions on a computer other than the main ProjectWise Integration Server, install a copy of ProjectWise Integration Server on another computer and set up a head / tail server configuration. See Moving Document Processors to a Secondary Server (head / tail configuration).
  4. If you install an IFilter after you install ProjectWise Integration Server and Windows Search, make sure you restart the service for ProjectWise Integration Server and Windows Search in the Services window.
  5. Install ProjectWise Administrator with the Automated File Processing feature turned on.

    See To Install ProjectWise Administrator.

    If you want to be able to monitor the status of your document processors, then also turn on the Orchestration Framework Administrator feature when installing ProjectWise Administrator.

  6. Add these computers to the [Trusted Servers] section of the DMSKRNL.CFG file of the ProjectWise Integration Server:
    • The server on which the Automated File Processing > Windows Search Registration and Automated File Processing > Full Text Indexing features are installed.
    • The ProjectWise Administrator computer where you plan to enable the document processor from.
  7. Log in to your datasource in ProjectWise Administrator and do the following:
    1. Go to the Users node and configure the following users:
      1. For the account you are logged in with, turn on the user setting Administrative > Enable as delegate user.

        This will allow you to select the user that the document processor will use, without having to enter that user's login credentials.

      2. For the account that you want the document processor to use, create a service account with non-expiring credentials:
        1. This user can be configured to use any type of authentication.
        2. Turn ON these required users settings for this user:
          • General > Credential expiration policy > No expiration
          • General > Enable as Service Account
        3. Turn OFF this user setting for this user (turning off this setting is optional, but recommended):
          • General > Use access control
    2. Right-click the Document Processors > Full Text Indexing node and select Properties to configure this document processor.


Parent topic: ProjectWise Integration Server Configuration