Zyindex Manual
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ZyINDEX Manual Information in this document is subject to change without notice and does not represent a commitment on the part of ZyLAB Technologies BV. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specifically allowed in the license or nondisclosure agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of ZyLAB Technologies. © Copyright 2012 - ZyLAB Technologies BV. ZyLAB, ZyINDEX, ZyFIND, ZySCAN, PUBLISH, and the flying Z are registered trademarks of ZyLAB Technologies BV. ZySEARCH, ZyALERT, ZyBUILD, ZyIMPORT, ZyOCR, ZyFIELD, ZyEXPORT, ZyARCHIVE, ZyTIMER, MyZyLAB are trademarks of ZyLAB Technologies BV. All other brand and product names are trademarks or registered trademarks of their respective companies. Contact Us Full contact details can be found on the ZyLAB website - http://www.zylab.com For support visit our ZyLAB support website - http://support.zylab.com Contents About ZyINDEX .......................................................................................................... 1 Preparing documents for full-text retrieval .............................................................. 2 Create an index .................................................................................................... 3 Create a standard index .................................................................................. 4 Create an advanced index .............................................................................. 5 Reuse an index (template) ............................................................................ 22 Build the index ................................................................................................... 27 TIMER: Scheduled indexing .......................................................................... 30 Technical implications .................................................................................. 37 Maintain your indexes ....................................................................................... 38 Remove, erase or delete an index ................................................................ 39 Change the index settings............................................................................. 43 Change the Long Index Name ....................................................................... 45 Advanced indexing .................................................................................................. 46 Publish on CD-ROM ............................................................................................ 46 Data Extractors .................................................................................................. 50 Create Concepts File ..................................................................................... 52 Create Field Extractor File ............................................................................. 54 Index Series templates ....................................................................................... 55 Forensic Investigation (Unicode) Index ............................................................. 57 Taxonomy Field Index ........................................................................................ 58 Synchronize fields and database records with ODBC ........................................ 59 Field Definition Option: Associated field ........................................................... 61 Field Definition Option: Use for visualization .................................................... 62 Edit noise words and character map ................................................................. 63 Using the Command line .................................................................................... 66 Database Settings Wizard .................................................................................. 69 Linking to ZyLAB Analytics Server ...................................................................... 76 Security ................................................................................................................... 77 General............................................................................................................... 81 Settings ......................................................................................................... 82 Groups .......................................................................................................... 85 Users ............................................................................................................. 90 Search Users/Groups .................................................................................. 102 XML Backup ................................................................................................ 104 About Audit Trail ......................................................................................... 106 File System (Network) Security ........................................................................ 115 Create an NTFS Security index .................................................................... 116 Set General NTFS Security .......................................................................... 117 Set Index NTFS Security .............................................................................. 120 Document (Repository) Security ...................................................................... 123 Create Document Security index ................................................................ 124 Set-up Timer Service ................................................................................... 125 Document Security via the web and IIS ...................................................... 127 Create, Edit or Delete Document Groups ................................................... 128 Set Access Masks for Document Groups .................................................... 131 Document Security Search Optimizations .................................................. 132 Functional (Application) Security ..................................................................... 133 Functional Security ..................................................................................... 134 Functional Security (Index) ......................................................................... 135 Functional Security (Webclient) ................................................................. 137 Roles and their (default) Functions ............................................................ 138 About XML Wrapper ............................................................................................. 154 Create an XML index ........................................................................................ 155 Create a New Job Template ............................................................................. 157 Importing Electronic Files with Corresponding XML File ................................. 158 Process your Paper Documents ....................................................................... 159 Move/Copy or Upload Electronic Files ............................................................ 160 Archiving with ZyINDEX Import .................................................................. 161 Archiving Documents from Applications .................................................... 169 Index Folder Structure ................................................................................ 170 Data Extractors ................................................................................................ 171 Create Concepts File ................................................................................... 173 Intelligent Redaction ........................................................................................ 175 ZyFIND Stamp Tool ........................................................................................... 176 ZyINDEX Options ................................................................................................... 178 Interface Language .......................................................................................... 179 Global Settings ................................................................................................. 180 Folders ........................................................................................................ 181 System Settings ........................................................................................... 182 TIFF Conversions Settings ................................................................................ 183 Timer ................................................................................................................ 184 Publish .............................................................................................................. 185 Web Client ....................................................................................................... 186 Appendix A: Hot keys ............................................................................................ 187 1 About ZyINDEX ZyINDEX creates and manages all components of your searchable archives that contain scanned and electronic