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Set the indexing options when generating indexes for use with document searches. Only system administrators can set portal indexing options.
Ringtail uses the settings for these options as the default for a case. You can override the options for a specific case on the Cases page, or clone settings from another case. For information about overriding options for a specific case, see Work with case-level indexing options. For information about cloning settings, see Clone settings.
Use the following procedure to view the settings for the default indexing options.
1.On the Portal Home page, under Portal Management, click Settings.
2.In the navigation pane, click one of the Indexing pages.
For a description of the settings on each page, see Indexing Option Settings.
You can add settings for the following indexing options:
●Noise Words
●Thesaurus
●Stemming Rules
●File Type Rules
Use the following procedure to add indexing settings for a portal.
1.On the Portal Home page, under Portal Management, click Settings.
2.In the navigation pane, click one of the Indexing pages.
3.Click Add.
4.In the dialog box that appears, type the information for the new setting.
Note: For a description of the settings, see Indexing Option Settings.
5.Click Save.
Note: For Thesaurus entries, click the name in the Entries column to add synonyms for that entry.
You can edit settings for the following indexing options:
●Options
●Alpha Standard
●Alpha Extended
●File Type Rules
Use the following procedure to edit indexing settings for a portal.
1.On the Portal Home page, under Portal Management, click Settings.
2.In the navigation pane, click one of the Indexing pages.
3.Edit the settings as follows:
oFor Options, edit the settings and click Save.
oFor Alpha Standard and Alpha Extended, select a character and click Edit. In the Edit characters dialog box, select a Treat as option and click Save.
oFor File Type Rules, click the Name of the rule, make your changes, and click Save.
Note: For a description of the settings, see Indexing Option Settings.
You can delete settings for the following indexing options:
●Noise Words
●Thesaurus
●Stemming Rules
●File Type Rules
Use the following procedure to delete indexing settings for a portal.
1.On the Portal Home page, under Portal Management, click Settings.
2.In the navigation pane, click one of the Indexing pages.
3.Select the check box next to the setting that you want to delete.
Note: For a description of the settings, see Indexing Option Settings.
4.Click Delete, and then click OK in the confirmation message.
