User Guide www.objectiflune.
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Copyright Information Copyright Information Copyright © 1994-2011 Objectif Lune Inc. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any other language or computer language in whole or in part, in any form or by any means, whether it be electronic, mechanical, magnetic, optical, manual or otherwise, without prior written consent of Objectif Lune Inc. Objectif Lune Inc.
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Table of Content Table of Content Copyright Information 3 Table of Content 5 Overview 7 Icons used in this guide 7 Other Documentation 7 Understanding PlanetPress Search 9 Search Profile 9 Search Database 10 PDI File 10 The PlanetPress Search Program 11 Start PlanetPress Search 11 The PlanetPress Search Program Window 11 Set User Options 12 Change Language 14 Exit PlanetPress Search 14 Search Profiles And Databases 15 Create a New Search Profile that Uses an SQL Server Datab
Table of Content Sharing A Profile On The Network 40 Database Structure 40 Database Considerations in a Network Installation 41 Index ©2010 Objectif Lune Inc 45 -6-
Overview Overview This PDF documentation covers version 7.2. To view the documentation of previous versions please refer to the PDF files available in the Downloads section of our website: http://www.objectiflune.com/OL/Download/DownloadCenter. Icons used in this guide Some icons are used throughout this guide in order to catch your attention to certain particular information. Notes: This icon shows you something that complements the information around it.
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Understanding PlanetPress Search Understanding PlanetPress Search This chapter explains how PlanetPress Search works and how to configure it to search one or more PlanetPress Image archives. There are three key points to understand with respect to how PlanetPress Search works: 1. Every search you perform is done on a search database that PlanetPress Search builds from the information in the PDI files generated by PlanetPress Image.
Understanding PlanetPress Search Search Database A search database, sometimes referred to simply as a database, is what PlanetPress Search searches when you perform a search. The database contains the index information for the documents in one or more PlanetPress Image archive folders. You create, update, and search a database through a search profile. PDI File You create the index terms for a document in PlanetPress using data selection objects.
The PlanetPress Search Program The PlanetPress Search Program Start PlanetPress Search 11 The PlanetPress Search Program Window 11 Set User Options 12 Change Language 14 Exit PlanetPress Search 14 Start PlanetPress Search This procedure describes how to start PlanetPress Search. To start PlanetPress Search: 1. Log on to the machine on which you intend to run PlanetPress Search.
The PlanetPress Search Program You use the Search Configuration area to configure and launch a search. The currently loaded search profile determines what search database is available in the Search Configuration area. See "Determine the Currently Loaded Search Profile" (page 22) for help determining which search profile is currently loaded. The Document box near the top of the Search Configuration area contains a list of all documents in that database.
The PlanetPress Search Program Note that if the file containing the search profile is read-only, you cannot save any of the modifications you make to the user options settings. In this case, any changes you make to the user options settings are available only until you load a different profile or exit PlanetPress Search. It is common to make search profiles read-only in a network installation. See "Database Considerations in a Network Installation" (page 41).
The PlanetPress Search Program l l l Refresh databases: Select the frequency of automatic database refreshes for the database associated with this search profile. Each time PlanetPress Search loads a search profile, it can automatically refresh the database associated with that search profile. Select Never to prevent a database refresh when PlanetPress Search loads this search profile. Select Every time to refresh the database every time you load this search profile.
Search Profiles And Databases Search Profiles And Databases In order to give the ability to search your document archives, PlanetPress Searchmust use a database in the background, with which it connects using a Profile. While you may have multiple profiles on one or more computers connecting to a single database, a search profile can only connect to a single database. This chapter explains how to set up and manage profiles and databases.
Search Profiles And Databases To create a new search profile that references an SQL Server database: 1. In PlanetPress Search, choose File | New | SQL Server Profile. 2. In the Server name dialog, type in the server name or IP Address of your SQL Server, then click OK. If the SQL Server has an instance name, it should also be entered after a backslash (for example: localhost\SQLEXPRESS ) 3. In the Database name dialog, type in the name of the database to be used, then click OK.
Search Profiles And Databases If the folder you specified does not exist, PlanetPress Search prompts for confirmation to create it. Click OK to have PlanetPress Search create the new folder and create the new database in that folder, or Cancel to return to the Select Directory dialog box and select another folder. Once PlanetPress Search creates the empty Microsoft Access database, archives.
Search Profiles And Databases 1. If necessary, choose Options | User Options, click Databaseoptions, and adjust the settings for the database. In particular, you may want to adjust the Unattended database creation/update option. See "Set User Options" (page 12). 2. Choose Options | Set Search Folders and use the Search Folders Configuration dialog box that appears to select the PlanetPress Image archive folders to include in the database.
Search Profiles And Databases PlanetPress Search examines the archive folders you specified and for each document it finds, creates a record in the database. If you cleared the Unattended database creation/update option in the Database options of User Options, PlanetPress Search displays a message if it encounters an error. Click OK to continue. 4. In PlanetPress Search, choose Options | RebuildDatabase. PlanetPress Search prompts you to confirm the build. 5. Click Yes to confirm.
Search Profiles And Databases 3. In PlanetPress Search, choose Options | RebuildDatabase. PlanetPress Search prompts you to confirm the rebuild. 4. Click Yes to confirm. PlanetPress Search populates each record in the database with the information from all of the PDI files associated with the document referenced by that record. When it completes this operation, the newly rebuilt database is available for searching.
Search Profiles And Databases A rebuild of a search database rebuilds it from scratch. Thus when you rebuild a database, you can change the archive folders you want to include in the database. See "Refresh the Contents of a Database" (page 20) and "Rebuild the Contents of a Database" (page 19) for help refreshing and rebuilding a database. Save a Search Profile You can save the currently loaded search profile at any point.
Search Profiles And Databases search profile in a text editor and edit it, PlanetPress Search overwrites those edits when you switch to a new profile or exit PlanetPress Search. 2. Open the search profile in a text editor, make the necessary modifications, save the file and exit the text editor. Note that whether you can save the modified profile depends on the permissions set on the folder and file containing the search profile.
Search Profiles And Databases 1. Verify that no search profile references the database you want to delete. 2. Do one of the following: l If the database is a Microsoft Access database, in Windows, navigate to the folder containing the database and delete the database file archives.mdb. Whether or not Windows can delete the database depends on the permissions set on the database file and the folder that contains it. l If the database is an SQL Server database, see the database administrator.
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Searching in PlanetPress Search Searching in PlanetPress Search This chapter explains how to define and launch a search. It also explains what a search result is in PlanetPress Search and the operations you can perform on search results. Once you have a search profile that references a search database, you are ready to perform a search in PlanetPress Search.
Searching in PlanetPress Search index term on that page of the PDF. If you search all documents in the database, the search result includes only identically named index terms common to all the documents. PlanetPress Search presents the set of search results as a Results list. The first level of the list represents individual documents in the search results. A. Results list B.
Searching in PlanetPress Search You can increase the size of the Results area within the PlanetPress Search Program window. See "Change the View on Search Results" (page 30).
Searching in PlanetPress Search 5. In the Document box, select the document you want to search. Or, select All of them to search all documents in the database associated with this search profile. Note that you can set the default document that appears in the Document box for this search profile in the User Options dialog box (Program startup options, Document option). See "Set User Options" (page 12). 6. Adjust the date filter. Files created: Use to select a time period.
Searching in PlanetPress Search single query using the Link to next criterion box. If necessary, click Next>> to display additional Criterion areas until you complete the query definition. Click Previous<< to navigate to previously entered search criteria. You can also click Reset (at the bottom of the Search Configuration area) to reset all search criteria to default values.
Searching in PlanetPress Search The Search Configuration area displays the SQL search query interface. Note that you can if you select a document from the Document box in the Basic search query interface, the query generated will relate specifically to that document. Or, select All of them to search all documents in the database associated with this search profile.
Searching in PlanetPress Search l Click the Show/Hide button in the upper left of the PlanetPress Search Program window. A. Show/Hide button PlanetPress Search toggles the view to hide or reveal the Search Configuration area.
Searching in PlanetPress Search Search Configuration area hidden Select Search Results This procedure describes how to select one or more search results in the Results area. To select one or more search results: 1. If you performed a search on all documents in the database, expand the document in the Results area that you want to select search results from. PlanetPress Search displays the results below the document in the Results list. 2. In the Results list, click a search result.
Searching in PlanetPress Search selected search result. PlanetPress Search highlights each search result you add. For example: View the PDF Associated with a Search Result This procedure describes how to display the PDF page associated with a search result. To view the PDF associated with a search result: l Do one of the following: l Double-click the search result. l Click the search result and choose File | Open PDF. l Click the search result and, in the Results list, right-click and choose OpenPDF.
Searching in PlanetPress Search 1. Verify that the Printer to use option (in the User Options dialog box, Printing options) is set to the printer you want to use, and that the Multi-page option (in the User Options dialog box, Search options) is set as you require. Recall that the Multi-page option determines whether PlanetPress Search includes additional pages with each of the pages referenced by the Results list, and, if so, how many. See "Set User Options" (page 12) if necessary. 2.
Searching in PlanetPress Search PlanetPress Search copies the information for each of the selected results to the Windows Clipboard. 4. In an external application, use the Paste command to paste the contents of the Windows Clipboard into that application.
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Advanced Concepts Advanced Concepts Sharing A Profile On The Network 40 Database Structure 40 Database Considerations in a Network Installation 41 Search Profile Contents Overview A search profile contains two categories of information: information about the search database itself and information about searches on that database. 1.
Advanced Concepts Entry: Description Indicates whether the search profile permits rebuilds and refreshes of its search database. A value of 0 indicates the search profile permits rebuilds and refreshes of the database; a value of 1 indicates it does not. When it is set to 1, the Set search folders, Refresh database, and Rebuild database menu items, as well as the User Options Database options are unavailable in the PlanetPress Search user interface.
Advanced Concepts Entry: Description Records the number of archive folders included in the search database. Automatically set by PlanetPress Search when you create the search database associated with this search profile PathListCount and define the list of archive folders you want the database to include. Specifies the number of seconds PlanetPress Search waits for a response from the database before reportDatabaseTimeout ing a connection failure. Set in User Options, Database options, Connection timeout.
Advanced Concepts Sample Connection Strings The following are sample DatabaseDirectory entries that contain connection strings for an SQL Server database. The first in each pair presents the case where the user name and password on the database is the same user name and password the user uses to log on to their computer and run PlanetPress Search.
Advanced Concepts PlanetPress Search database structure. Tables Values and Relationships PlanetPress Search index values (INDEX_#) are associated with the page number (Page_Number) in the PDF Table_ (PDF_ID) they appear in. Each of the PlanetPress documents that generate a PDF which PlanetPress Search can Doc_# query has a unique Table_Doc_# table. Table_ PlanetPress documents are associated to a unique Doc_ID integer.
Advanced Concepts 1. Search profile permissions on the search database The ReadOnly entry in a search profile controls whether that profile permits updates on its database. You set this entry to 1 to disable all the rebuild and refresh features available through the PlanetPress Search user interface when that search profile is loaded. You must open the profile in Windows to edit the ReadOnly entry; you cannot modify it through the PlanetPress Search user interface. 2.
Advanced Concepts has the name FormName and the value conference.ps4. A PDI file uses the following entries: Name: Value: The name you defined in PlanetPress for the database record for the document. This is the name of the record PlanetPress Search creates for this document in any search database it builds that contains the doc~SearchDBName ument. If you did not define a name for the database record, PlanetPress Image sets this entry to the value of the entry.
Advanced Concepts Accounting ~FieldName=years 1980 1995 2002 ~Page=0 ~FieldName=name Debra Bo ~FieldName=department Accounting ~FieldName=years 1992 1997 2000 ~Page=1 ~FieldName=name Chu Chin ~FieldName=department Marketing ~FieldName=years 1993 1998 2001 ~Page=2 ©2010 Objectif Lune Inc - 44 -
Index ©2010 Objectif Lune Inc - 45 -
