<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
  <meta http-equiv="content-type"
 content="text/html; charset=ISO-8859-1">
  <link rel="StyleSheet" href="../styles/help.css" type="text/css">
</head>
<body>
<a name="1"></a>
<h1>Getting started with DirectInfo</h1>
<p>What is DirectInfo? It is a web-based tool for searching text in
documents.
Having DirectInfo, ORACLE and an internet connection, you can easily
index and search all the
textual resources in your local network or the internet. To learn more
about the DirectInfo features just click the topics and find out how to
use them. You will find useful information to help you work with
DirectInfo.</p>
<br>
<a name="2"></a>
<h1>Working with help system</h1>
<p>You can find information in this help system using the text
searching mechanism
integrated in your browser. After you are inside the help page, you
can search for
specific text on that page by clicking the <b>Edit</b> menu, and then
clicking <b>Find
(on this page)</b>. A <b>Find</b> dialog will appear and you must just
type the text and press
<b>Enter</b>. The same dialog could be invoked by pressing <b>Ctrl+F</b>
simultaneously.</p>
<br>
<a name="3"></a>
<h1>Searching text</h1>
<table width="100%">
  <tbody>
    <tr>
      <td>This section describes the following topics: <a href="#4">how
the search is performed</a>, <a href="#5">how to specify advanced
search expressions</a>, <a href="#6">how to search for special
characters and keywords</a> and <a href="#7">how to use expressions
related to thesauri</a>.. <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="4"></a>
<h2>How the search is performed</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>
      <p>To enter a query into DirectInfo Documents, just type in a few
descriptive words and hit the 'enter' key
(or click on the Search button) for a list of relevant hits. When a
search is initiated the system searches
the contents of the items in the selected <a href="#Document%20groups">
Document group(s)</a> and finds those which
match the search expression.
Then a special score is calculated which represents the relevance of
the found items to the search expression.
The best-scored items are presented first in the results page. In order
to perform an advanced search, please use the following keywords
(expressions). </p>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="5"></a>
<h2>Advanced expressions</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>
      <p> Search expressions can be combined to achieve greater
accuracy
in searching. Following reserved words and special charachters can be
used:<br>
      </p>
      <ul>
        <li><b>AND (&amp;)</b><br>
Use the AND operator to search for items that contain each of the query
terms.<br>
          <i><u>Example:</u> "cat AND dog"</i> </li>
        <li><b>OR (|)</b><br>
Use the OR operator to search for items that contain any of the query
terms.<br>
          <i><u>Example:</u> "cat OR dog"</i> </li>
        <li><b>NOT (~)</b><br>
Use the NOT operator to search for items that contain one query term
and not another.<br>
          <i><u>Example:</u> "cat NOT dog"</i> </li>
        <li><b>WILDCARDS (_, %)</b><br>
Wildcard characters can be used for pattern searches. "_" represents
exactly one character whereas "%" represents zero, one or many
characters.<br>
          <i><u>Example 1:</u> "_at" will search for cat, bat, rat, etc.</i><br>
          <i><u>Example 2:</u> "c%t" will search for cat, cabinet,
cadet, etc.</i> </li>
        <li><b>ACCUMulate (,)</b><br>
Use the ACCUM operator to search for items that contain any of the
query terms. The accumulate operator ranks items according to the total
term weight of a item.<br>
          <i><u>Example:</u> The "cat, dog, horse" search string will
return all items that contain at least one of the keywords but those
which contain all of them will appear first in order.</i> </li>
        <li><b>MINUS (-)</b><br>
Use the MINUS operator to search for items that contain one query term
and you want the presence of a second query term to cause the item to
be ranked lower. The MINUS operator is useful for lowering the score of
items that contain unwanted noise terms.<br>
          <i><u>Example:</u> "animal - cat"</i> </li>
        <li><b>NEAR (;)</b><br>
Use the NEAR operator to return a score based on the proximity of two
or more query terms. Oracle returns higher scores for terms closer
together and lower scores for terms farther apart in a item.<br>
          <i><u>Example:</u> "NEAR((cat, dog))"</i> </li>
        <li><b>SOUNDEX (!)</b><br>
Use the SOUNDEX (!) operator to expand queries to include words that
have similar sounds; that is, words that sound like other words. This
function allows comparison of words that are spelled differently, but
sound alike in English.<br>
          <i><u>Example:</u> "!smythe" will search for smythe, smith,
smithe, etc.</i> </li>
        <li><b>STEM ($)</b><br>
Use the STEM ($) operator to search for terms that have the same
linguistic root as the query term.<br>
          <i><u>Example:</u> "$scream" will search for scream,
screaming, screamed etc.</i> </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="6"></a>
<h2>Searching for special characters and keywords</h2>
<table width="100%">
  <tbody>
    <tr>
      <td> Following special charachters can be used as wildcards in
expressions:<br>
      <ul>
        <li>Characters like "_" and "%" have special meaning for Oracle
Text and must be <i>escaped</i> if they are part of a search keyword.
There
are two ways of escaping special characters: by preceding the character
with "\" or by surrounding a whole search term in "{}". For example, if
we want to search for "my_test_string" we have two options for building
the search expression: <i>either "my\_test\_string" or
"{my_test_string}"</i>. </li>
        <li>Oracle Text keywords like <b>SYN</b>, <b>NEAR</b>, etc.
must also be escaped in order to be processed correctly. For example if
we want to search for the word "syn" we must use the expression
"{syn}". </li>
        <li>When building the item index Oracle Text uses special
stoplists to prevent some words from being indexed since they are not
meaningful for the context. For example, in the English language such
words are: <code>a, for, out, the, one, than, when,</code> etc. Oracle
Text does not return results for such words. </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="7"></a>
<h2>Advanced expressions related to thesauri</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>Following advanced expressions are related to thesauri:<br>
      <br>
      <ul>
        <li><b>SYNonym (SYN)</b><br>
Use the synonym operator (SYN) to expand a query to include all the
terms that have been defined in a thesaurus as synonyms for the
specified term.<br>
          <i><u>Example:</u> "SYN(dog)"</i> </li>
        <li><b>about(phrase)</b><br>
Use ABOUT when you want to increase the number of relevant documents
returned from the same query without this operator.<br>
          <i><u>Example:</u> 'about(soccer rules in international
competition)' In this English example, Oracle returns all documents
that have themes of soccer, rules, or international competition.</i> </li>
        <li><b>BT(term[(qualifier)])</b><br>
Expands a query to include the term defined in the thesaurus as a
broader term for <code>term</code>.<br>
          <i><u>Example:</u> 'BT(tutorial)'<br>
If machine is a broader term for crane (building equipment) and bird is
a broader term for crane (waterfowl) and no qualifier is specified for
a broader term query, the query BT(crane) expands to: '{crane} or
{machine} or {bird}'. If waterfowl is specified as a qualifier for
crane in a broader term query, the query BT(crane{(waterfowl)}) expands
to the query: '{crane} or {bird}'.</i> </li>
        <li><b>BTG(term[(qualifier)</b><br>
Expands a query to include all terms defined in the thesaurus as
broader generic terms for <code>term</code>.<br>
        </li>
        <li><b>BTP(term[(qualifier)</b><br>
Expands a query to include all the terms defined in the thesaurus as
broader partitive terms for <code>term</code>.<br>
        </li>
        <li><b>BTI(term[(qualifier)</b><br>
Expands a query to include all the terms defined in the thesaurus as
broader instance terms for <code>term</code>.<br>
        </li>
        <li><b>NT(term[(qualifier)</b><br>
Expands a query to include all the lower level terms defined in the
thesaurus as narrower terms for <code>term</code>.<br>
        </li>
        <li><b>NTG(term[(qualifier)</b><br>
Expands a query to include all the lower level terms defined in the
thesaurus as narrower generic terms for <code>term</code>.<br>
        </li>
        <li><b>NTP(term[(qualifier)</b><br>
Expands a query to include all the lower level terms defined in the
thesaurus as narrower partitive terms for <code>term</code>.<br>
        </li>
        <li><b>NTI(term[(qualifier)</b><br>
Expands a query to include all the lower level terms defined in the
thesaurus as narrower instance terms for <code>term</code>.<br>
        </li>
        <li><b>PT(term)</b><br>
Replaces the specified word in a query with the preferred term for <code>term</code>.<br>
          <i><u>Example:</u> The term 'automobile' has a preferred
term of 'car' in a thesaurus. A PT query for 'automobile'
returns all documents that contain the word 'car'. Documents that
contain the word 'automobile' are not returned.</i> </li>
        <li><b>RT(term)</b><br>
Expands a query to include all the terms defined in the thesaurus as a
related term for <code>term</code>.<br>
          <i><u>Example:</u> The term 'dog' has a related term of
'wolf'.
A RT query for 'dog' returns all documents that contain the words 'dog'
and
'wolf'.</i> </li>
        <li><b>TR(term[, language])</b><br>
Expands term to include all the foreign equivalents that are defined
for <code>term</code>.<br>
          <i><u>Example:</u> Consider a thesaurus with the following
entries for 'cat': cat, SPANISH: gato, FRENCH: chat. To search for all
documents that contain 'cat' and the spanish translation of 'cat',
issue
the following query: 'tr(cat, spanish)' This query expands to:
'{cat}|{gato}'.</i></li>
        <li><b>TRSYN(term[, language])</b><br>
Expands <code>term</code> to include foreign equivalents of <code>term</code>,
the synonyms of <code>term</code>, and
the foreign
equivalents of the synonyms.<br>
          <i><u>Example:</u> Consider a thesaurus with the following
entries for 'cat': cat, SPANISH: gato, FRENCH: chat, SYN lion, SPANISH:
leon. To search for all documents that contain 'cat', the spanish
equivalent of 'cat', the synonym of 'cat', and the spanish equivalent
of
'lion', issue the following query: 'trsyn(cat, spanish)'. This query
expands to: '{cat}|{gato}|{lion}|{leon}'</i> </li>
        <li><b>TT(term)</b><br>
Replaces the specified word in a query with the top term in the
standard hierarchy (BT, NT) for <code>term</code>.<br>
          <i><u>Example:</u> The term 'dog' has a top term of 'animal'
in
the standard hierarchy of a thesaurus. A TT query for 'dog' returns all
documents that contain the phrase 'animal'. Documents that contain the
word 'dog' are not returned.</i> </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<!--















TO DO:  Context sensiteve help content.















-->
<a name="Search options"></a>
<h1>Search options</h1>
<table width="100%">
  <tbody>
    <tr>
      <td>Searching for documents on a particular topic is as easy as
typing a question, or just a word or two, into the "Search Options"
panel. You can perform simple search or advanced search by defining a
set of options.&nbsp; </td>
    </tr>
  </tbody>
</table>
<br>
&nbsp; <br>
<br>
<a name="Simple search"></a>
<h2>Simple search</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>
      <p>You can simply type a word and search immediatelly for all the
documents that contain it. Nothing else is needed to be specified.<br>
      <br>
      </p>
      <p>For example, if you want to find information about "test":</p>
      <ol>
        <li>Select <span style="font-weight: bold;">"Search"</span>
from
the menu bar. </li>
        <li>Type the word "test". The text typed by you will replace
the
current text. </li>
        <li>Perform one of these steps:</li>
      </ol>
      <ul>
        <li>Click the <span style="font-weight: bold;">"Search"</span>
button.</li>
        <li>Press <code>Enter</code> to start searching.<br>
        </li>
      </ul>
The search engine will search for your text in all document
groups. This setting is selected by default. Search results for "test"
appear in the right frame. The document names are displayed as
hyper-links.
Click the links to open the documents that&nbsp; contain word "test".<br>
Process might become even simple when you repeat recent search or want
to search for word listed in <a href="#Search%20results%20page">Search
results page</a>. "<a href="#Quick%20keywords%20typing">Quick keywords
typing</a>" describes how Direct Info Documents can help you.</td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Advanced search"></a>
<h2>Advanced search</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>You can set the Search Options panel to Advanced
mode,
which lets you narrow down a search by defining a more complex
search query. You can
choose one or more different. document groups; specify some file
options: type, name, size&nbsp; and date; define values of specific
parameters that affect the presentation of the results.<br>
      <br>
For example, click the link <span style="font-weight: bold;">Advanced</span>
and you will switch to "<span style="font-weight: bold;">Advanced Search</span>"
mode. Then you could build a more complex query like this:&nbsp;
      <ol>
        <li> In the field "<span style="font-weight: bold;">with all of
the words</span>" type "oracle database".</li>
        <li>In the field "<span style="font-weight: bold;">and with the
exact phrase</span>" type "header size".</li>
        <li>In the field "<span style="font-weight: bold;">and with at
least one of the words</span>" type "test".</li>
        <li>In the field "<span style="font-weight: bold;">and without
the words</span>" type "java".</li>
        <li>Click the "<span style="font-weight: bold;">Search"</span>
button. <br>
        </li>
      </ol>
The search query will be automatically constructed and sent in this
form <b>"oracle &amp; database &amp; {header size} &amp; (test) ~java"</b>.
See sections <a href="#5">Advanced expressions</a> and <a href="#7">Advances
expression related to thesauri</a> for more details.<br>
      <br>
      <br>
If you want to limit searching in a particular group or groups of
documents follow these steps.<br>
      <ol>
        <li>Define your search query as described above.<br>
        </li>
        <li>Click the link "<span style="font-weight: bold;">Look in</span>"
or the "down-arrow" icon located at the right side of the link. A list
of all document groups will appear.<br>
        </li>
        <li>Choose the name of the document group you want to search in.</li>
        <li>If you want to choose more groups hold on "Ctrl" or "Shift"
keys while clicking in the list.</li>
        <li>Click the "<span style="font-weight: bold;">Search"</span>
button.</li>
      </ol>
      <br>
If you want to reset all
the fields, check boxes and lists to their initial state, please click
the "<span style="font-weight: bold;">Reset</span>" button.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="File options"></a>
<h2>File options</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>Searching in a limited set of files is possible by using some
file
filtering options. To define a particular file name or extension, file
type, file size, or file date range you must take the following steps:<br>
      <ol>
        <li>Click the link "<span style="font-weight: bold;">File
options</span>" or the "down-arrow" icon located at the right side of
the link. A panel with some text fields and list boxes appears.<br>
        </li>
        <li>In the field "<span style="font-weight: bold;">File name</span>"
type a word you want to find in the file name.<br>
        </li>
        <li> If you want to search for a specific file type, choose an
item
from the list "<span style="font-weight: bold;">File type</span>".</li>
        <li>Specify the desired file size in KB and choose an extra
condition "<span style="font-weight: bold;">At least</span>" or "<span
 style="font-weight: bold;">At most</span>".</li>
        <li>Choose a specific time frame for the file date. You can
also specify "<span style="font-weight: bold;">Date range</span>" and
define the initial and/or the final date.</li>
      </ol>
      <span style="font-style: italic;"><br>
      <b>Note:</b>&nbsp; File options could
be defined and used even without search query. This allows searching
for specific files that are indexed and could be found by the search
engine.</span><br style="font-style: italic;">
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Presentation options"></a>
<h2>Presentation options</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>In addition to the filtering options, there is a possibility
to define
how the hits (documents that match your search query) will be
displayed in the results page. <br>
You can change the presentation options this way:<br>
      <ol>
        <li>Click the link "<span style="font-weight: bold;">Presentation
options</span>" or the "down-arrow" icon located at the right side of
the link. A panel with a check box, some text fields and a list box
appears.<br>
        </li>
        <li>Check or uncheck the check box "<span
 style="font-weight: bold;">Show text fragments</span>". This
enables/disables showing of text fragments below each hit in the
results page. Disabling text fragments will increase the speed of
showing the results page. It will also disable the 3 text fields below
because they are meaningless without text fragments.<br>
        </li>
        <li>Type a number between 1 and 5 to define "<span
 style="font-weight: bold;">Number of text fragments</span>" to be
shown.</li>
        <li>Type a number between 1 and 140 to define "<span
 style="font-weight: bold;">Text fragment size</span>". This will be
used to define how many characters must be included in the fragment
that contains the highlighted word/phrase.<br>
        </li>
        <li>Type a number between 1 and 800 to define "<span
 style="font-weight: bold;">Balloon fragment size</span>". This will be
used to define how many characters must be included in the balloon
fragment. </li>
        <li>Type a number between 1 and 30 to define "<span
 style="font-weight: bold;">Hits per page</span>". This will be used to
specify how many hits (documents that match the search query) will be
displayed in the results page.<br>
        </li>
        <li>Type a number between 1 and 30 to define "<span
 style="font-weight: bold;">Pages displayed</span>". This will be used
to limit the number of pages with search results to a certain number.</li>
        <li>Select&nbsp; an item from the list "<span
 style="font-weight: bold;">Order results by</span>". This will be used
to order the results by score, document group name, date, etc.</li>
      </ol>
      <span style="font-style: italic;"></span></td>
    </tr>
  </tbody>
</table>
<br>
<a name="Quick keywords typing"></a>
<h2>Quick keywords typing</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>Direct Info Documents assists you typing keywords in search
filed in two ways:<br>
      <ol>
        <li>A drop down list which contains latest used search strings
might be invoked pressing button on the right side of the search field.
If requested keyword is listed you can select it with mouse or pressing
          <b>Enter</b> button.</li>
        <li>Words from "<a href="#Search%20results%20page">Search
results page</a>" might be added to search field just by
double-clicking over the required word.</li>
      </ol>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Search results page"></a>
<h2>Search results page</h2>
<br>
<b>Search results shown in list view</b><br>
<br>
<table width="100%">
  <tbody>
    <tr>
      <td>After you press the "<span style="font-weight: bold;">Search</span>"
button you will see the
results page. It contains the hits (the documents that match the
search query). <br>
The most important elements on the results page are:<br>
      <ul>
        <li>caption: it shows the search query, the number of the hits
diplayed and the total count of hits found for this query.</li>
        <li>navigation links: "<span style="font-weight: bold;">Previous</span>",
"<span style="font-weight: bold;">Next</span>" and the numbers of the
available pages with hits. Note that the link "<span
 style="font-weight: bold;">Previous</span>" does not appear on the
first page with results, and the link "<span style="font-weight: bold;">Next</span>"
does not appear&nbsp; on the last page with results. The current page
number is highlighted in red.</li>
        <li>hits: one or more documents that match the search query
are listed below the navigation links. Each hit&nbsp; has a unique
number in the list of hits. Hits are ordered by score (this is the
default), date or document group.&nbsp; The document name is printed in
bold, so that it can be easily identified. It may be followed by an
icon
(white cross in red circle: <img alt="" src="missing_file.gif"
 style="width: 10px; height: 10px;">)
that shows that the file is missing. If the file has been modified, the
icon
will be a white tilde in a green circle (<img alt=""
 src="modified_file.gif" style="width: 10px; height: 10px;">).</li>
        <li>text fragments: one or more lines of text that show the
search query in the context of the document. The search query is
higlighted in red and in a bold font. Note that if the query contains
more
words, only the first word is in red, and the next words are in black.<br>
        </li>
        <li>balloon fragments: this is a large text fragment shown as a
tooltip when the mouse pointer is over a highlighted word in the text
fragment. It shows more text surrounding the search query to allow the
user to see the words in their context.</li>
        <li>Document attributes and hits contexts: gray text labels
below the text
fragments. They show certain attributes of the document: size, date,
document group, last index time. You might hide or show them using
corresponding
parameters in "<a href="#Preferences">Preferences page</a>". Note that
when some attribute is configured to be hidden, you still can see it in
tooltip
visible when mouse is over the document name (see the right picture
below). </li>
        <li>extra icons: these are small icons that appear at the
bottom of each hit. By clicking on them, you can open the actual folder
that contains the document (if it is located in a shared folder),
open the document as an HTML page, etc.</li>
      </ul>
      <br>
This layout of the search result is called list view. It is looks more
like the search results page of the most popular internet search
engines.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<span style="font-weight: bold;"><br>
Search result shown in table view</span><br>
<br>
<table width="100%">
  <tbody>
    <tr>
      <td>Search results could also be represented in a table view with
coulmns showing the properties of each document. This facilitates
sorting the results by a particular column.<br>
Each row of the table view consist of:<br>
      <ul>
        <li>unique number in the list of hits;</li>
        <li>document name, followed by an
icon
(white cross in red circle: <img alt="" src="missing_file.gif"
 style="width: 10px; height: 10px;">)
that shows that the file is missing. If the file has been modified, the
icon
will be a white tilde in a green circle (<img alt=""
 src="modified_file.gif" style="width: 10px; height: 10px;">);</li>
        <li>document size;</li>
        <li>document date;</li>
        <li>last index time;</li>
        <li>score (showing the relevancy of document to the kewords);</li>
        <li>extra icons: these are small icons that appear at the
bottom of each hit. By clicking on them, you can open the actual folder
that contains the document (if it is located in a shared folder),
open the document as an HTML page, etc. </li>
        <li>text fragments: one or more lines of text that show the
search query in the context of the document. The search query is
higlighted in red and in a bold font. Note that if the query contains
more
words, only the first word is in red, and the next words are in black.</li>
      </ul>
Sorting the results by a particular column could be executed by
clicking the link in the column title.&nbsp; An icon showing the sort
order is shown next to the title of the sorted column. The next click
on the same column title will reverse the sort order.<br>
      <br>
      <span style="font-style: italic;">Note: Document attributes and
hits contexts are shown as columns only if they are switched on in the
preferences. Each preference that is not shown as column could be seen
as hidden attributes while mouse cursor is over the document name.</span><br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<span style="font-weight: bold;"></span><br>
<a name="Email visualization"></a>
<h2>E-mail indexing and visualization</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>Direct Info Documents can index e-mail content including
e-mail attachments in the same way as it process other documents like
files or URLs for example. However it is distinguished not only in the
way it visualizes document&#8217;s content, but also in processing additional
information like: From, To, Cc, Bcc, Subject and Attachment name. What
is more, you can ask Direct Info to search these fields using the
reserved word &#8216;within&#8217; followed by From, To, Cc, Bcc, Subject, Sent,
Attachment, as it is shown in the example below:
      <blockquote>
        <p><i>samples.doc</i> <b>within Attachment</b> <br>
        <i>21.01.2005%</i> <b>within Sent</b></p>
      </blockquote>
      <p>Direct Info treats attachments as separate documents, but it
keeps dependencies between e-mail and attached file. There are two
viewers, which are used for displaying e-mail content: one for e-mail
body and one for HTML version of its attachments. Some attachments like
pictures or movies are not indexed (which is set in Direct Info
configurations page) and their HTML version is not available. </p>
      <p> </p>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="DocumentStatusReport"></a>
<h2>Document Status Report</h2>
<br>
<table width="100%">
  <tbody>
    <tr>
      <td>The user must enter either a full path to the document or
part of the document name into the 'Document name' field and then must
click the "Check Status" button. Then, DirectInfo will search for
documents that match the criteria and will report&nbsp; the results in
the right frame. The report is ina tabular format and displays a list
of the full paths to the document, together with the document status.
The document status field shows 'Y' if the docment is indexed or 'N',
if the document is not indexed due to some reason. By clicking the link
with the document path,&nbsp; the user could see the entire status
information about the selected document (the status with explanation of
the error, if any; the document size, date and index time; the name of
the document group that the document comes from.<br>
      <br>
The user could see only the non-indexed documents by chechking the
check box "Only not indexed file".<br>
      <br>
      <b>NOTE:</b> The file path must be specified in the <i>exact</i>
same way as
DirectInfo has located it during the crawling process. For example, if
the client
computer's name is <code>MyPC</code>, and if it has a shared folder
called <code>Docs</code> on the C: drive, then the client can access
the
folder either
directly via <code>C:\Docs\somefile.doc</code>, or through the LAN via
      <code>\\MyPC\Docs\somefile.doc</code>. These two paths will
produce the same file.
However, if DirectInfo has located the file through the Initial Path <code>\\MyPC\Docs\</code>,
then the <i>only</i> path that will
make DirectInfo recognize
the file will be the latter one, i.e. <code>\\MyPC\Docs\somefile.doc</code>.<br>
      <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="GroupPathDocumentsReport"></a>
<h2>Documents belonging to a Document Group / Initial Path</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>Further below, for the user's convenience, a tree of the
Document
Groups and their
respective Initial Paths is displayed. The user can browse what Initial
Paths are available by clicking on the "plus" icon before the name of
the document group. This will cause expanding of this document group
and the Initial Paths could be seen. The user may click on the link of
a specific document group, or some of&nbsp; its initial paths. Then a
list
of all documents in this group will appear in the right frame, together
with their statuses.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
&nbsp;<br>
<a name="Document groups"></a>
<h1>Document groups</h1>
<table style="width: 1131px; height: 307px;">
  <tbody>
    <tr>
      <td>In the context of <span style="font-weight: bold;">DirectInfo</span>
document groups are logicaly defined groups that contain documents from
different kind of sources: file shares, web servers, mail servers. Each
separate source of documents has its own initial path depending on its
type.<br>
      <br>
To manage the document groups click the "<span
 style="font-weight: bold;">Document Groups</span>" item in the main
menu and the "<span style="font-weight: bold;">Document Groups</span>"
page will open. You must have administrative rights to access this page.<br>
This screen shows the list of all document groups separated on pages.
For each document group, the following is shown:<br>
      <ul>
        <li>unique number in the list</li>
        <li>its name</li>
        <li>flag "Yes" or "No" showing if the group has been
recently modified</li>
        <li>number of found/indexed documents</li>
        <li>number of duplicate documents (documents with same
content)</li>
        <li>current status of the indexing process</li>
        <li>some links related to this document group. These links are
used for starting, stopping, restarting or resuming the indexing
process, starting the optimization process, showing the index logs and
statistics for the document group.</li>
      </ul>
Some specific operations can also be triggered from the buttons
below the list.<br>
      <br>
If a particular process is running for this group (crawling, indexing,
optimizing), the group's name is grayed out and the group is disabled
for further actions.<br>
Content of this page is refreshed every 10 sec. due to "Automatic
Refresh" check box (on its right upper side). It might
be unchecked, but then you need to refresh page content manually. <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<h2>Controlling the indexing process<br>
</h2>
<table style="width: 1131px; height: 26px;">
  <tbody>
    <tr>
      <td>The indexing process includes tree stages based on the tasks
performed with the documents: crawling, indexing and optimizing. This
indexing process is executed as a database job so that controlling of
it means startting, stopping and resuming of&nbsp; the database job at
these different stages.<br>
      <br>
Here is a short description of the stages:<br>
      <br>
1. Crawling: At this stage the job will run the respective crawlers
depending on the type of the initial paths and they will crawl the
files. Crawling could be virtually stopped or paused, but it will
perform its entire work because crawlers are external modules and their
execution could not be controlled. Stopping or pausing during this
stage actually will stop the job at indexing stage. Restarting at this
stage will start the crawler from the begining. Resuming will continue
with indexing.<br>
      <br>
2. Indexing: At this stage the job will run the indexing of the entire
document group on chunks. The term chunk here means a small set of
documents that are processed in a group. After a chunk is indexed the
indexing process will index next chunk untill the entire list of
documents become indexed. Using this specific technique allows the user
to stop, pause and resume indexing. Actually if the user have stopped
or paused the indexing, the process will continue to index until the
last document in the chunk is processed. Resuming the job will continue
to index the next chunk. Restarting the job will start the crawling.<br>
      <br>
3. Optimizing: At this stage the job will run optimization of the
already created indexes. Optimization is actually executed as separate
stage and could not be stopped, paused or resumed.<br>
      <br>
Note: The indexing process (job) could be scheduled for execution at a
specific time range so that it is a frequent case that some of the jobs
will be controlled automaticaly by the schedule controler. See section <a
 href="help.html#Schedules">Schedules</a> for more details.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Creating document group"></a>
<h2>Creating document group</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new document group by following these steps:<br>
      <br>
      <ol>
        <li>Press the "<span style="font-weight: bold;">New Group</span>"
button
on the "<span style="font-weight: bold;">Document Groups</span>" page.
A new pop-up window will appear.</li>
        <li>Type the name of the new document group.</li>
        <li>Type a simple description of the document group.</li>
        <li>Check the boxes "<span style="font-weight: bold;">Search</span>"
and/or "<span style="font-weight: bold;">Edit</span>" to grant a
specific public access right for this group.</li>
        <li>Uncheck the checkbox "<span style="font-weight: bold;">Use
Compressed Cache</span>", if you don't plan to compress the document
cache for this group (it is checked by default). This will improve the
performance while getting the documents from the cache, but&nbsp; will
increase the disk space needed for storing the cached documents.</li>
        <li>Press the "<span style="font-weight: bold;">Create Group</span>"
button.</li>
      </ol>
If you want to clear all fields and enter new values, click the "<span
 style="font-weight: bold;">Clear</span>" button.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Changing document group"></a>
<h2>Changing document group</h2>
<table width="100%">
  <tbody>
    <tr>
      <td> You can change the name and the description of an existing
document group by following these steps:<br>
      <br>
      <ol>
        <li>Click the link with the name of the document group in the
list on
the "<span style="font-weight: bold;">Document Groups</span>" page. A
new page will appear.</li>
        <li>Type the new name of the new document group.</li>
        <li>Type the new description of the document group.</li>
        <li>Press the "<span style="font-weight: bold;">Update Group</span>"
button.</li>
      </ol>
If you want to return all fields to their initial state, click the "<span
 style="font-weight: bold;">Reset</span>" button.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Initial paths for document group"></a>
<h2>Initial paths for document group</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>The <i>initial paths</i> of the document groups are needed
to
instruct the crawler -- the module which scans (or "crawls") a given
location and detects the documents contained therein -- where is the
starting point for the crawling process.
At least one initial path must be specified for each document group in
order for the group to be usable. You can manage the initial paths
for a selected document group after clicking on the group's name in the
"Document groups" page. <br>
      <br>
The list of initial paths for this document group will appear. Each
record of the list contains:<br>
      <ul>
        <li>unique number in the list;</li>
        <li>the actual file path, URL, or the name of the mail server;</li>
        <li>type of the initial path (File, Web, Mail); </li>
        <li>mail server type (POP3, IMAP), if appropriate;</li>
        <li>mail server port, if appropriate;</li>
        <li>search depth for recursive crawling;</li>
        <li>file path type (UNC or regular), if appropriate;</li>
        <li>number of found documents;</li>
        <li>links "Edit" and "Delete" for operations with the current
initial path;</li>
      </ul>
This page also contains a button "<span style="font-weight: bold;">New
Initial Path</span>" that&nbsp; could be used for creating new initial
paths.<br>
      <br>
On the bottom of the page are located some links related to the current
document group. Clicking on these links will display a page for
managing the access rights or showing the index logs and statistics for
this document group.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Creating initial path"></a>
<h3>Creating an initial path</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create the following types of initial paths:<br>
      <ul>
        <li><a href="#Creating%20URL%20initial%20path">URL Web</a></li>
        <li><a href="#Creating%20FILE%20initial%20path">File(s)</a></li>
        <li><a href="#Creating%20EMAIL%20initial%20path">E-mail box</a></li>
        <li><a href="#Creating%20LDAP%20initial%20path">LDAP</a></li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating URL initial path"></a>
<h5>Creating a URL initial path</h5>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new URL initial path by following these
steps:<br>
      <ol>
        <li>Go to page "<a
 href="#Initial%20paths%20for%20document%20group">Group initial
paths</a>" by clicking on a document group's name, and then press the
button "<span style="font-weight: bold;">New Initial Path</span>".
A new pop-up window will appear.</li>
        <li>Choose type "<span style="font-weight: bold;">URL Web</span>".</li>
        <li>Type the initial path location (for instance: <span
 style="font-weight: bold;">http://www.acme.com</span>).</li>
        <li>Define search depth. For example, if you specify the value
of 3 here, DirectInfo will
only crawl 3 levels deep. After the 3rd level, hyperlinks will not be
followed any deeper. The value
of 0 means "do not follow any hyperlinks; just search on the initial
level".</li>
        <li>Use the field "<b>Search in domains</b>" to restrict the
crawling to the specified domains.
By default, the value here will be derived from the value, specified in
the "<b>Location</b>" field.
In our example of <b>www.acme.com</b>, the domain will be "<b>acme.com</b>".
This effectively means that
only the acme.com site will be crawled. If you leave this field empty
(i.e. no domains specified), it's
possible for your initial site to contain links to other sites which,
in turn, may contain links to other
sites and so on, and so forth; and if the <b>Search Depth</b> is
unlimited, DirectInfo may end up trying to scan
the whole Internet. So, use this field with caution.</li>
        <li>If you want, type into field "<b>Exclude domains</b>" some
domains that you want to be excluded from crawling.</li>
        <li>Press the button "<span style="font-weight: bold;">Create
Initial Path</span>".</li>
      </ol>
If you want to clear all fields and enter new values, click the "<span
 style="font-weight: bold;">Clear</span>" button.</td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Creating FILE initial path"></a>
<h5>Creating a FILE initial path</h5>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new FILE initial path by following these
steps:<br>
      <ol>
        <li>Go to page "<a
 href="#Initial%20paths%20for%20document%20group">Group initial
paths</a>" by clicking on a document group's name, and then press the
button "<span style="font-weight: bold;">New Initial Path</span>".
A new pop-up window will appear.</li>
        <li>Choose type "<span style="font-weight: bold;">File(s)</span>".</li>
        <li>Type the initial path location (for instance: <span
 style="font-weight: bold;">\\docserver\docs</span>).</li>
        <li>Define search depth. For example, if you specify the value
of 3 here, DirectInfo will
only crawl 3 levels deep. After the 3rd level, subfolders will not be
followed any deeper. The value
of 0 means "search only in the initial folder; don't traverse any
subfolders".</li>
        <li>If you want, type some domains that you want to be excluded
from crawling.</li>
        <li>Uncheck the checkbox "<span style="font-weight: bold;">Defined
by UNC path</span>", if your path is not UNC. Note that
checking/unchecking this checkbox does not transform the location path.
It must be defined manually!</li>
        <li>Press the button "<span style="font-weight: bold;">Create
initial path</span>".</li>
      </ol>
If you want to clear all fields and enter new values, click the "<span
 style="font-weight: bold;">Clear</span>" button.</td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Creating EMAIL initial path"></a>
<h5>Creating an EMAIL initial path</h5>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new EMAIL initial path by following these
steps:<br>
      <ol>
        <li>Go to page "<a
 href="#Initial%20paths%20for%20document%20group">Group initial
paths</a>" by clicking on a document group's name, and then press the
button "<span style="font-weight: bold;">New Initial Path</span>".
A new pop-up window will appear.</li>
        <li>Choose type "<span style="font-weight: bold;">E-mail box</span>".</li>
        <li>Type the mail server name (for instance: <span
 style="font-weight: bold;">mailserver.mycompany.com</span>).</li>
        <li>Define the Mail Server type. You can choose either <b>IMAP</b>
or <b>POP3</b>.</li>
        <li>Define the port that your Mail Server listens to.</li>
        <li>Define the user whose mailbox you want to index.</li>
        <li>Define the password for the mailbox.</li>
        <li>Press the button "<span style="font-weight: bold;">Create
initial path</span>".</li>
      </ol>
If you want to clear all fields and enter new values, click the "<span
 style="font-weight: bold;">Clear</span>" button.</td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Creating LDAP initial path"></a>
<h5>Creating an LDAP initial path</h5>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new LDAP initial path by following these
steps:<br>
      <ol>
        <li>Go to page "<a
 href="#Initial%20paths%20for%20document%20group">Group initial
paths</a>" by clicking on a document group's name, and then press the
button "<span style="font-weight: bold;">New Initial Path</span>".
A new pop-up window will appear.</li>
        <li>Choose type "<span style="font-weight: bold;">LDAP</span>".</li>
        <li>Type the ldap host name.</li>
        <li>Define the port that the LDAP server listens to. The
default non-SSL
port for LDAP servers is 389. Secure (SSL) communication is not
supported yet.
So, you must provide the non-SSL port here.</li>
        <li>Define the user name that will be used to log into the LDAP
server.</li>
        <li>Define the LDAP server's base folder. For example,
something like
"<b>DC=ACME,DC=COM</b>". If you are not sure what the folder is,
please, ask the
server's administrator.</li>
        <li>The "<b>LDAP query</b>" field defines the LDAP query that
will be used
to fetch data from the LDAP server. The fetched data will be indexed by
DirectInfo.
Initially, the field will be populated for you with a default query
that fetches
all Contacts and Users. Most likely, you will need to change it. You
can do that
by pressing the "<b>Edit</b>" button and entering the new query into
the field.</li>
        <li>Press the button "<span style="font-weight: bold;">Create
initial path</span>".</li>
      </ol>
If you want to clear all fields and enter new values, click the "<span
 style="font-weight: bold;">Clear</span>" button.</td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Changing initial path"></a>
<h3>Changing an initial path</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can change an existing initial path by following these
steps:<br>
      <ol>
        <li>Go to page "<a
 href="#Initial%20paths%20for%20document%20group">Group initial
paths</a>" by clicking on a document group's name, and then press the
link
"<span style="font-weight: bold;">Edit</span>" for the selected initial
path. A
new pop-up window will appear.</li>
        <li>Type the new initial path location.</li>
        <li>Change search depth.</li>
        <li>Type new paths that you want to be excluded from crawling.</li>
        <li>Check/uncheck the checkbox "<span style="font-weight: bold;">Defined
by UNC path</span>" depending on how you have defined the location.</li>
        <li>Press the button "<span style="font-weight: bold;">Update
Initial path</span>".</li>
      </ol>
Note that you cannot change the type of an existing initial path.<br>
      <br>
If you want to reset all fields to their initial values, click the "<span
 style="font-weight: bold;">Reset</span>" button.</td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Access rights for document group"></a>
<h2>Access rights for document group</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>There are 2 different access rights for a document group:<br>
      <ol>
        <li>"<span style="font-weight: bold;">Search</span>"
right&nbsp; - grants a user group the right to search text in the
document of this document group</li>
        <li>"<span style="font-weight: bold;">Edit</span>" right -
grants a user group the right to edit the properties of this document
group, managing the initial paths, view the index logs and statistics.</li>
      </ol>
You can change the access rights for a selected document group by
doing this:<br>
      <ul>
        <li>Go to page "<a href="#Changing%20document%20group">Change
document group</a>"
by clicking on a document group's name, and then click the link "<span
 style="font-weight: bold;">Access Rights</span>" on the bottom of the
page. A new page with a list of all user groups will open.</li>
        <li>Check/uncheck the check boxes "<span
 style="font-weight: bold;">Search</span>" and "<span
 style="font-weight: bold;">Edit</span>" for the chosen user group.</li>
        <li>Click the button "<span style="font-weight: bold;">Save</span>"
to save your changes, or the button "<span style="font-weight: bold;">Reset</span>"
to reset the state of all check boxes.</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Index logs for document group"></a>
<h2>Index logs for document group</h2>
<table width="100%">
  <tbody>
    <tr>
      <td> Index logs for document groups store information for the
errors that have occurred during the indexing. Viewing these logs is
useful, if you want to identify the problems that concern certain
documents, which are not indexed.<br>
      <br>
Each index log has its unique start and end date that define the time
frame of an indexing session. You can browse the full log or the
summary
log for an indexing session.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Index log summary"></a>
<h3>Index log summary</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Index log summary gives a list of the different types of
errors that have occurred during the indexing session. Next to each
error is the number of the documents that are affected by this error. <br>
If you want to see the list of files for a selected error - just click
on the link with the error message.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Full index log"></a>
<h3>Full index log</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Full index log shows more detailed information about the
errors that have occurred during the indexing session. Each row from
the
list of errors contains:<br>
      <br>
      <ul>
        <li>date and time of the error;</li>
        <li>error message;</li>
        <li>location of the document affected by this error;</li>
      </ul>
      <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Statistics for document group"></a>
<h2>Statistics for document group</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>You can see the statistics gathered during the indexing
session for each document group. The statistical data is useful for
finding the document types or single documents that consume most of the
indexing time. 2 separate statistical reports are availabale for your
consideration: statistics summary and statistics details.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Statistics summary"></a>
<h3>Statistics summary</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Statistics summary report&nbsp; includes the total time for
indexing the entire document group and a list of all indexed document
types. Each row of the list contains:<br>
      <br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>name of the document type, or file extension if the file
type is unknown;</li>
        <li>total number of the documents of that type;</li>
        <li>maximum time for indexing a single document of that type;</li>
        <li>average time for indexing a single document of that type;</li>
      </ul>
      <br>
If you want to see the "<span style="font-weight: bold;">Statistics
details</span>", just click the link "<span style="font-weight: bold;">Details</span>"
on the top of the page.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Statistics details"></a>
<h3>Statistics details</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Statistics details report includes
the total time for indexing the entire document group and a list of all
indexed documents. Each row of the list contains:<br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>location and name of the document;</li>
        <li>name of the document type, or file extension if the file
type is unknown;</li>
        <li>time for indexing this document;</li>
        <li>size of the indexed document;</li>
        <li>start date of the indexing of this document;<br>
        </li>
      </ul>
      <br>
If you want to see the "<span style="font-weight: bold;">Statistics
summary</span>", just click the link "<span style="font-weight: bold;">Summary</span>"
on the top of the page.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Duplicates"></a>
<h1>Duplicates</h1>
<table width="100%">
  <tbody>
    <tr>
      <td>You can use DirectInfo to find duplicated files in the file
system (files with same content). <br>
Just type some file paths and press the button "<span
 style="font-weight: bold;">Find Duplicates</span>".<br>
Then a list of all duplicated files will appear and below each file
are listed its duplicates.<br>
If you want to search for a specific file name, just type it in the
field "<span style="font-weight: bold;">Duplicates for</span>". Wild
cards are also
applicable here.<br>
      <br>
In this page you can see also the duplicates count per document group.
These counts are calculated during the indexing process if the
duplicates functionality is switched on.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Preferences"></a>
<h1>Preferences</h1>
<table width="100%">
  <tbody>
    <tr>
      <td>There is a large list of&nbsp; user preferences that you
could use to adjust DirectInfo to your preferred style. In the left
frame you will see the groups of preferences&nbsp; combined by
similarity. Clicking on the name of each group
will show in the right frame a list with the preferences of
this group.</td>
    </tr>
  </tbody>
</table>
<br>
<br>
<table width="100%">
  <tbody>
    <tr>
      <td>Each row of the preferences list includes:<br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>preference name;</li>
        <li>flag that shows whether this preference value is required;<br>
        </li>
        <li>current value of the preference</li>
        <li>link "<span style="font-weight: bold;">Edit</span>" for
changing the preference.<br>
        </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<table cellspacing="1" width="100%">
  <tbody>
    <tr>
      <td>Here is a short description of each of the user preferences:<br>
      <br>
      <br style="font-weight: bold;">
      <table style="background-color: rgb(153, 153, 153); width: 100%;"
 border="0" cellpadding="0" cellspacing="1">
        <tbody>
          <tr>
            <td style="vertical-align: top;"><span
 style="font-weight: bold;">Preference name</span></td>
            <td style="vertical-align: top;"><span
 style="font-weight: bold;">Default value</span></td>
            <td style="vertical-align: top;"><span
 style="font-weight: bold;">Description</span></td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Autorefresh of Document Groups view</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">If
the value is <code>Yes</code>, and if the Document Groups page is
currently displayed, it will be automatically refreshed every 10
seconds.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Balloon
fragment number of sentences</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">2</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">On
the Search Results page,
when the user places the mouse cursor over a highlighted keyword, a
tooltip appears which displays a text fragment
from the original file surrounding the keyword. This preference
specifies how many sentences should be included in
the fragment.<br>
            <br>
The preference's value is only taken into account, if the value of the <a
 href="#FragmentsOrSentencesToBeShown">Fragments or sentences to be
shown</a>
preference is <code>Sentences</code>.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Balloon
fragment size</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">200</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">On
the Search Results page,
when the user places the mouse cursor over a highlighted keyword, a
tooltip appears which displays a text fragment
from the original file surrounding the keyword. This preference
specifies how big the tooltip fragment should be.<br>
            <br>
The preference's value is only taken into account, if the value of the <a
 href="#FragmentsOrSentencesToBeShown">Fragments or sentences to be
shown</a>
preference is <code>Fragments</code>.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Fragments
or sentences to be shown</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Fragments</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Regarding
the Search Results page,
this preference specifies whether the fragments displayed for each
document - both the short fragments displayed on the page
and the popup fragments that appear when the mouse cursor goes over a
highlighted keyword - will consist of a certain number
of characters (see <a href="#TextFragmentSize">Text fragment size</a>
and <a href="#BalloonFragmentSize">Balloon fragment size</a>),
or a certain number of sentences (see <a
 href="#BalloonFragmentNumOfSentences">Balloon fragment number of
sentences</a>).<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Hits per page</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">5</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
how many search hits
should be displayed on each individual results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Language</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">English</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
the language of DirectInfo's
user interface. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Number of pages displayed</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">10</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
the number of page links
that should be displayed at the top and at the bottom of each Search
Results page. Clicking on one of these links
will take you to the respective page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Number
of text fragments</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">3</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
how many short text fragments
should be included into the Search Results for each file. Each fragment
contains an occurrence of a user-specified search
keyword along with a little of the text that surrounds the keyword. See
also <a href="#TextFragmentSize">Text fragment size</a>. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Records per page</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">10</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">For
all pages which display a pageable
list of entries (like Security, User preferences, Usage Statistics,
etc.), this preference specifies how many entries
will be included on a page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Results view type</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">List View</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Allows
the user to select the default
presentation of the Search Result: either <code>List View</code>, or <code>Table
View</code>. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Search
result order</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Score</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
how the Search Result should
be sorted. The available methods are: by <code>File date</code>, by <code>File
index time</code>, by <code>Group name</code>,
by <code>File name</code>, by <code>Score</code> (or relevance), and
by <code>File size.</code> </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Search result sort order</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Descending</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the sorting should
be <code>Ascending</code> or <code>Descending</code>. See also <a
 href="#SearchResultOrder">Search result order</a>. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show HTML version link</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the HTML Version link
should be shown for the documents listed on the Search Results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show document group</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the information about
the Document Group a document belongs to should be shown for the
documents listed on the Search Results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show file date</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the file date should
be shown for the documents listed on the Search Results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show file path as link</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the file name in the
Search Results should be a hyperlink allowing the user to open or
download the file. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show file size</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the file size should
be shown for the documents listed on the Search Results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show file status</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the file status should
be shown for the documents listed on the Search Results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show index time</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the time when a document
was indexed should be shown for the documents listed on the Search
Results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show score</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the <i>score</i> (i.e. the
relevance of a document to the Search criteria) should be shown for the
documents listed on the Search Results page. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show text
fragments</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Yes</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether several small fragments
containing the Search keywords should be shown for the documents listed
on the Search Results page. See also <a href="#TextFragmentSize">Text
fragment size</a>, <a href="#NumberOfTextFragments">Number of text
fragments</a>, <a href="#FragmentsOrSentencesToBeShown">Fragments or
sentences to be shown</a> </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Text
fragment size</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">50</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
the length in characters of
each short document fragment displayed on the Search Results page for
each document. This option is only taken into account
if the value of <a name="ShowTextFragments">Show text fragments</a> is
            <code>Yes</code> and if the value of <a
 href="#FragmentsOrSentencesToBeShown">Fragments or
sentences to be shown</a> is <code>Fragments</code>. </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">UI Style</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">Windows XP</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Determines
the overall look &amp; feel of
DirectInfo. The possible values are <code>Windows XP</code> and <code>Classic</code>.
            </td>
          </tr>
        </tbody>
      </table>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Changing preference"></a>
<h2>Changing a preference</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>You can change a preference's value by doing the following:<br>
      <ol>
        <li>Go to the "<span style="font-weight: bold;">Preferences</span>"
page.</li>
        <li>Choose a preference you want to change and click the
link "<span style="font-weight: bold;">Edit</span>". A new pop-up
window will appear.</li>
        <li>Type the new value or select it from the list of available
values.<br>
        </li>
        <li>Press the button "<span style="font-weight: bold;">Update
Parameter</span>" to update the value.</li>
      </ol>
If you want to reset all fields to their initial values, click the "<span
 style="font-weight: bold;">Reset</span>" button. </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Configuration parameters"></a>
<h1>Application parameters</h1>
<table style="width: 1131px; height: 64px;">
  <tbody>
    <tr>
      <td>Application parameters are used to define some values used
by the application and to control the application behaviour in certain
situations. This page is accessible only if you have administrative
rights.&nbsp; In the left frame you will see the groups of application
configuration parameters combined by similarity. Clicking on the name
of each group will show in the right frame a list with the application
parameters of this group.<br>
      <br>
      <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<table style="width: 1131px; height: 122px;">
  <tbody>
    <tr>
      <td>Each row of the parameters list includes:<br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>parameter name;</li>
        <li>flag that shows whether this parameter value is required;<br>
        </li>
        <li>current value of the parameter</li>
        <li>link "<span style="font-weight: bold;">Edit</span>" for
changing the parameter. </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
&nbsp;
<br>
<br>
<table style="width: 100%;" border="1">
  <tbody>
    <tr>
      <td>Here is a short description of each of the application
parameters:<br>
      <br>
      <br style="font-weight: bold;">
      <table style="background-color: rgb(153, 153, 153); width: 100%;"
 border="0" cellspacing="1">
        <tbody>
          <tr>
            <td style="vertical-align: top;"><span
 style="font-weight: bold;">Parameter name</span><br>
            </td>
            <td style="vertical-align: top;"><span
 style="font-weight: bold;">Default value</span><br>
            </td>
            <td style="vertical-align: top;"><span
 style="font-weight: bold;">Description</span><br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Automatic Index Optimization</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">true</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
flag instructs the indexing procedure to make an optimization
immediately after the indexing.<br>
            </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Cache 4K Enabled</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">true</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
flag instructs the indexing procedure to store the 4KB of the document
in a separate cache. This is very useful for faster highlighting and
fetching the text fragments.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left" valign="top">Check OS file's access rights
during Search</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center" valign="top">false</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);"
 valign="top">CURRENTLY FOR MS WINDOWS ONLY!!!!<br>
            <br>
If this option is enabled, the Search Results will contain only files
that the user can access through the Operating System.<br>
            <br>
Thus, the security will be increased but this will also induce a
serious performance degradation of the 'Search' functionality because
DirectInfo will have to check whether the current user has OS access
privileges for each file about to be included in the Search Results. If
the files are many, the performance will drop significantly because it
takes around 0.1 second to check the OS file permissions for one file.<br>
            <br>
Furthermore, all users should be defined in DirectInfo with <b>THE SAME</b>
names as their OS user names.</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Default Chunk Size</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">100</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Default
chunk size is used to specify the maximum number of document locations
that have to be passed to the indexing procedure. This allows the
indexing to be made on chunks and stopped between two chunks (after the
indexing of the current chunk is finished).<br>
            </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Delete missing documents after crawling</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">false</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
flag is used to instruct the crawler to delete or keep the missing
documents, or the documents that currently generate errors during
crawling.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Download Timeout 1</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">30</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Used
by the web content loader. If the
loaded document size stays unchanged for the specified amount of
seconds the process is being terminated.</td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Download Timeout 2</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">180</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Used
by the web content loader. If the
loading process cannot finish for the specified amount of seconds, the
process will be terminated.</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Use Duplicate Functionality</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">false</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
flag is used to instruct the indexing procedure to find the duplicate
documents during the indexing session. This may signficantly slow down
the indexing process and must be used carefully, if a large number of
documents need to be indexed.<br>
            </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Excluded File Extensions</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">lnk</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Files
with these extensions will not be
crawled and thus they will not be searchable</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Filter Timeout 1</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">60</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Used
by XFilter, a Java class running and
monitoring filters; XFilter controls the size of the filters output and
if the size stays unchanged for the specified amount of seconds, the
process will
be destroyed; the default value is 60 seconds; the range is 10 to
600 seconds;</td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Filter Timeout 2</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">600</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Used
by XFilter, a java class running and
monitoring filters; if the filtering is not finished for the specified
amount of seconds, the process is being destroyed; the default value is
600
seconds; the range is 60 to 1200 seconds;</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">JDBC Connect String</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center"><br>
            </td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">The
port and SID of the connect string must
be properly set to match these of the current database. The external
web crawler needs this to work properly.</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left" valign="top">Logging of Usage Statistics</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center" valign="top">false</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);"
 valign="top">Enables the collection of statistical data on the usage
of the different modules of DirectInfo.<br>
These statistics can later be reviewed through the <a
 href="#UsageSummary">Usage Statistics</a> module.</td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Memory For Indexing</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">50M</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">The
memory to use for indexing. The larger
the memory, the less fragmented the index. 50 MB is the current maximum.</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Not Indexable File Extensions</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">exe; com; zip; gif; jpg; jpeg; bmp</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
parameter defines the extensions that have to be skipped by the
indexing process. These files will still be crawled. Users will be able
to search for them only by file attributes: name, size, etc.<br>
            </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show automatic optimization statistics</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">true</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether index statistics (documents and tokens counts) should be
collected and logged at the end of each optimization.</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Number of changes to start optimization</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">100</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
is a threshold value indicating when to start the automatic
optimization. If the number
of changed documents found during the current crawling session is
greater than this value, then the optimization will start automatically.<br>
            </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Optimization Timeout</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">4</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Timeout
in hours for optimization. If the optimization runs for more than the
specified number of hours, it will be forced to stop.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">ORACLE Home Path</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">C:\oracle\ora92</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);"><code>Oracle
Home Path</code> is used to search for the
external web crawler and the needed java libraries to make it run. It
is automatically set during the execution of the installation script.</td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Operating System Directory Separator</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">\</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
is the symbol that represents the directory separator for the Operating
System.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Parallelism Degree for Indexing</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">1</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
value is used to instruct Oracle Text to use more than one parallel
processes during the indexing. This increases the performance.<br>
            <br>
            <b>NOTE:</b> Use this parameter with caution because too
many processes may use too much system resources. </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Plain Text Extensions</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">txt; htm; html; log; xml; xsl; css; js;
java; c; h; sql; jsp; asp; php; cgi;</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
set specifies the extensions of the plain text documents. Plain text
documents are not filtered and for this reason they are indexed faster
than other document types.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Proxy Server</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center"><br>
            </td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
value specifies the proxy server to be used by the web crawler.<br>
            </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Proxy Port</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center"><br>
            </td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
value specifies the proxy port to be used by the web crawler.</td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Proxy Is Set</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">false<br>
            </td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">This
flag instructs the web crawler whether it must use the proxy server.<br>
            </td>
          </tr>
          <tr class="row2">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Show Crawled Docs Link</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">false</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether the crawled documents must be shown as links.<br>
            </td>
          </tr>
          <tr class="row1">
            <td style="background-color: rgb(255, 255, 255);"
 class="label" align="left">Use XPDF Filter</td>
            <td style="background-color: rgb(255, 255, 255);"
 class="data" align="center">true</td>
            <td
 style="vertical-align: top; background-color: rgb(255, 255, 255);">Specifies
whether PDF documents should be
processed by XPDFilter or by INSOFilter.</td>
          </tr>
        </tbody>
      </table>
      <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Changing configuration parameter"></a>
<h2>Changing a application parameter</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>You can change a parameter's value by doing the following:<br>
      <ol>
        <li>Go to the "<span style="font-weight: bold;">Application
parameters</span>" page.</li>
        <li>Choose a parameter you want to change and click the link
"<span style="font-weight: bold;">Edit</span>". A new pop-up window
will appear.</li>
        <li>Type the new value or select it from the list of avalable
values.<br>
        </li>
        <li>Press the button "<span style="font-weight: bold;">Update
Parameter</span>" to update the value.</li>
      </ol>
      <br>
If you want to reset all fields to their initial values, click the "<span
 style="font-weight: bold;">Reset</span>" button.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Schedules"></a>
<h1>Schedules</h1>
<table width="100%">
  <tbody>
    <tr>
      <td>The schedules are useful, if, for example, you want to crawl
and
reindex a document group in a certain time frame and repeat this
process regularly, or if you want to specify a time when DirectInfo
should optimize itself by gathering statistics of all its data. This
page is accessible only if you have administrative rights.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating schedule"></a>
<h2>Creating a schedule</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>To create a new schedule follow these steps:<br>
      <br>
      <ol>
        <li>Go to "<span style="font-weight: bold;">Schedules</span>"
page and press the button "<span style="font-weight: bold;">New Schedule</span>".
A pop-up window will appear.</li>
        <li>Choose a document group for the schedule. Or specify that
the schedule
deals with the whole application, not just with an individual group.</li>
        <li>Choose a process from the list. For document groups, the
options are: "Crawl And
Index", "Index Only" and "Optimize". For the application-level
schedules, the only available
option is "Gather table statistics".</li>
        <li>Choose the schedule type from field "Recurence". Note that
changing the value of this field will force redrawing the fields before
in relation to what you have selected.<br>
        </li>
        <li>Type in the fields bellow or chose some dates, depending on
the type of recurence that you have specified before.<br>
        </li>
        <li>Press the "<span style="font-weight: bold;">Save</span>"
button to save the new schedule.</li>
      </ol>
      <br>
If you want to clear all fields, click the "<span
 style="font-weight: bold;">Clear</span>" button.<br>
      <br>
Here are the different forms for the different types of schedules: </td>
    </tr>
  </tbody>
</table>
<br>
<span style="font-weight: bold;"><br>
New schedule<br>
<span style="font-weight: bold;"></span></span><br>
This scheduled process will be started once at the specified start date
and start time and will be stopped at the specified stop date and stop
time.<br>
Stopping of the process means it will be forced to stop even if
it&nbsp; is in stage of execution. The execution may finish itself
before the stop date and time.<br>
<span style="font-weight: bold;"></span>&nbsp;<span
 style="font-weight: bold;"><br>
<br>
New daily schedule<br>
<br>
</span>This scheduled process will be started once at the specified
start date
and start time and will be stopped at the specified stop date and stop
time.<br>
Stopping of the process means it will be forced to stop even if
it&nbsp; is
in stage of execution. The execution may finish itself before the stop
date and time.<br>
<span style="font-weight: bold;"></span><br>
<span style="font-weight: bold;"><br>
New weekly schedule<br>
<br>
</span>This scheduled process will start every weekday specified as
start day and start time and will stop every weekday specified as stop
day and stop
time.<br>
Stopping of the process means it will be forced to stop even if
it&nbsp; is
in stage of execution. <br>
<span style="font-weight: bold;"></span><br>
<span style="font-weight: bold;"><br>
New monthly schedule<br>
<br>
</span>This scheduled process will start every month at specified start
day and start time and will stop every month at specified stop
day and stop
time.<br>
Stopping of the process means it will be forced to stop even if
it&nbsp; is
in stage of execution. <br>
<span style="font-weight: bold;"></span><span style="font-weight: bold;"><br>
</span><br>
<a name="Changing schedule"></a>
<h2>Changing a schedule</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>To change an existing schedule follow these steps:<br>
      <ol>
        <li>Go to "<span style="font-weight: bold;">Schedules</span>"
page and press the link "<span style="font-weight: bold;">Edit</span>".
A pop-up window will appear.</li>
        <li>Change the start date or press the calendar button to
choose a date from the calendar.</li>
        <li>Change the start time.</li>
        <li>Change the stop date or press the calendar button to choose
a date from the calendar.</li>
        <li>Change the stop time.</li>
        <li>Press the "<span style="font-weight: bold;">Save</span>"
button to save the changes.</li>
      </ol>
If you want to clear all fields, click the "<span
 style="font-weight: bold;">Clear</span>" button.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Schedule Controller"></a>
<h2>Schedule controller</h2>
<table width="100%">
  <tbody>
    <tr>
      <td> Shedule controller is used to manage all scheduling
processes. When it is run, it monitors defined shedules and runs them
if it is necessary. So when it is stopped no one task will run. Use
this menu to stop or start controller. </td>
    </tr>
  </tbody>
</table>
<br>
<p><a name="Security administration"></a>
</p>
<h1>Security administration</h1>
<table width="100%">
  <tbody>
    <tr>
      <td> To restrict the user rights for certain actions and document
groups, the administrator must implement a security policy. The "<span
 style="font-weight: bold;">Security administration</span>" page can
be reached from the main menu. It is accessible only if you have
administrative privileges. It includes two main sections:<br>
      <ol>
        <li><a href="#Managing%20users">Managing users</a></li>
        <li><a href="#Managing%20user%20groups">Managing user groups</a></li>
      </ol>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Managing users"></a>
<h2>Managing users</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>Managing the users includes creating, editing and deleting a
user, assigning a
user to a user group, managing user access rights for a document group.
All
these actions can be started from the "<span style="font-weight: bold;">Managing
users</span>" page. It shows a
list of all users separated on pages. Each row contains:<br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>user name;</li>
        <li>links "<span style="font-weight: bold;">Edit User Groups</span>",
"<span style="font-weight: bold;">Edit Document Groups</span>", "<span
 style="font-weight: bold;">Edit</span>" and&nbsp; "<span
 style="font-weight: bold;">Delete</span>" that are used for starting
the described actions.</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating user"></a>
<h3>Creating a user</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new user by performing the following steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Users</span>"
and press the button "<span style="font-weight: bold;">New User</span>".
A new pop-up window will appear.</li>
        <li>Type a unique user name. If such a name already exists, an
error message will pop up.</li>
        <li>Type a password for the new user. The user is able to
change this password later by himself.</li>
        <li>Type the first name of the user. This field is not
mandatory.</li>
        <li>Type the last name of the user. This field is not mandatory.</li>
        <li>Press the button "<span style="font-weight: bold;">Create
user</span>".</li>
      </ul>
If you want to clear all fields, click the "<span
 style="font-weight: bold;">Clear</span>" button.<br>
      <br>
      <span style="font-weight: bold;">NOTE: When the application works
with Basic authentication schema, the user created, should also exists
as Oracle user.</span><br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Changing user"></a>
<h3>Changing user</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can change an existing user by performing the following
steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Users</span>"
and click the link "<span style="font-weight: bold;">Edit</span>". A
new pop-up window will appear.</li>
        <li>Change the user name. If such a name already exists, an
error
message will pop up.</li>
        <li>Change the password. The user is able to change this
password later by himself.</li>
        <li>Change the first name of the user.</li>
        <li>Change the last name of the user.</li>
        <li>Press the button "<span style="font-weight: bold;">Update
user</span>".</li>
      </ul>
If you want to reset all fields to their initial values, click the "<span
 style="font-weight: bold;">Reset</span>" button.</td>
    </tr>
  </tbody>
</table>
<br>
<a name="Editing user groups for user"></a>
<h3>Editing user groups for user</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can edit the groups that an existing user is a member of.
To do this, follow these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Users</span>"
and click the link "<span style="font-weight: bold;">Edit User Groups</span>".
A new page will appear.</li>
        <li>Select a user group from the list "<span
 style="font-weight: bold;">Available user groups</span>".<br>
        </li>
        <li>Press the button with a right arrow on it to transfer the
selected
user group to the list "<span style="font-weight: bold;">Selected user
groups</span>".</li>
      </ul>
This will immediately make the user a member of the selected group.
The same action can be executed faster, if you simply double-click the
selected user group.<br>
      <br>
If you want to exclude the user from a user group, do these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Users</span>"
and click the link "<span style="font-weight: bold;">Edit User Groups</span>".
A new page will appear.</li>
        <li>Select a user group from the list "<span
 style="font-weight: bold;">Selected user groups</span>".<br>
        </li>
        <li>Press the button with left arrow to transfer the selected
user group to the list "<span style="font-weight: bold;">Available</span><span
 style="font-weight: bold;"> user groups</span>".</li>
      </ul>
This will immediately exclude the user from the selected group.
The same action can be executed faster, if you simply double-click
the selected user group.<br>
      <br>
Note that the movement of a user group is immediate and does not need
to be confirmed!<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Editing document groups for user"></a>
<h3>Editing document groups for user</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Each user can be given access rights to a specific document
group. You can do this by following these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Users</span>"
and click the link "<span style="font-weight: bold;">Edit Document
Groups</span>". A new page will appear.</li>
        <li>Choose a document group from the list and check or uncheck
its check boxes "<span style="font-weight: bold;">Edit</span>" and "<span
 style="font-weight: bold;">Search</span>". See section <a
 href="#Access%20rights%20for%20document%20group">Access rights for
document group</a> for more details.<br>
        </li>
        <li>Repeat this operation for the document groups that you want.<br>
        </li>
        <li>Press the '<span style="font-weight: bold;">Save</span>"
button to save the changes.</li>
      </ul>
If you want to reset all the check boxes to their initial state, click
the "<span style="font-weight: bold;">Reset</span>" button.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Attaching permission set to user"></a>
<h3>Attaching permission set to user<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can attach an existing permission set to user in order to
enable
its permission statements to be applied to this user. Just follow
these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Users</span>"
and click the link "<span style="font-weight: bold;">Attach permission
set</span>"
available on the row of the selected user;</li>
        <li>a new pop-up window will appear showing a list of
permission sets;</li>
        <li>click on the link with name of the permission set and it
will be attached to this user. The window will be automatically closed;</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Detaching permission set from user"></a>
<h3>Detaching permission set from user<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can detach an existing permission set from user in order
to disable
its permission statements to be applied to this user. Just follow
these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Users</span>"
and click the link "<span style="font-weight: bold;">Detach permission
set</span>"
available on the row of the selected user;</li>
        <li>the permission set will be detached from this user;</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Detaching permission set from user"></a><br>
<h3>Mapping network users<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Mapping network users to DirectInfo users is important when
you have shared network files and you need to apply the security policy
of the operating system (OS) concerning these files. Supposing that you
already have the users imported from the OS to DirectInfo, it is
important to allow these users to login to DirectInfo and use its
features. That is why you need to map these users to DirectInfo users.
To do this just follow these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Users</span>"
and click the link "<span style="font-weight: bold;">Map networks users</span>"
available on the row of the selected user;</li>
        <li>a new pop-up window will appear, showing the list of
imported network users in the left box;</li>
        <li>select user from the left box and click the button "<span
 style="font-weight: bold;">-&gt;</span>" to add it to the right box
(the list of mapped users);</li>
        <li>if you want to remove some users from the list of the
mapped users, just point them in the right box and click the button "<span
 style="font-weight: bold;">&lt;-</span>";</li>
      </ul>
      <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Managing user groups"></a>
<h2>Managing user groups</h2>
<table style="width: 1110px; height: 115px;">
  <tbody>
    <tr>
      <td>Managing the users groups includes creating and deleting a
user
group, assigning
users to a user group, assigning roles to user groups, managing user
group access rights for a document group. All these actions can be
started from the <span style="font-weight: bold;">"User Groups</span>"
page. It shows a list of all users separated on pages. Each row
contains:<br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>user group name;</li>
        <li>links "<span style="font-weight: bold;">Edit Users</span>",
"<span style="font-weight: bold;">Edit Roles</span>", "<span
 style="font-weight: bold;">Edit Document Groups</span>", "<span
 style="font-weight: bold;">Edit</span>" and&nbsp; "<span
 style="font-weight: bold;">Delete</span>", that are used for starting
the described actions.</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating user group"></a>
<h3>Creating user group</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new user group by performing the following
steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">User Groups</span>"
and press the button "<span style="font-weight: bold;">New user group</span>".
A new pop-up window will appear.</li>
        <li>Type a unique name of the user group. If such a name
already
exists, an error message will pop up.</li>
        <li>Press the button "<span style="font-weight: bold;">Create
group</span>".</li>
      </ul>
      <br>
If you want to clear all fields, click the "<span
 style="font-weight: bold;">Clear</span>" button. <br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Editing users for user group"></a>
<h3>Editing users for user group</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can edit the users of an existing user group. To do this
follow these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Users Groups</span>"
and click the link "<span style="font-weight: bold;">Edit Users</span>".
A new page will appear.</li>
        <li>Select a user from the list "<span
 style="font-weight: bold;">Available
Users</span>".<br>
        </li>
        <li>Press the button with a right arrow on it to transfer the
selected
user to the list "<span style="font-weight: bold;">Selected Users</span>".</li>
      </ul>
This will immediately make the user a member of this group.
The same action can be executed faster, if you simply double-click
the selected user.<br>
      <br>
If you want to exclude user from the user group do these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">User Groups</span>"
and click the link "<span style="font-weight: bold;">Edit Users</span>".
A new page will appear.</li>
        <li>Select a user from the list "<span
 style="font-weight: bold;">Selected
Users</span>".<br>
        </li>
        <li>Press the button with a left arrow on it to transfer the
selected
user to the list "<span style="font-weight: bold;">Available</span><span
 style="font-weight: bold;"> Users</span>".</li>
      </ul>
This will immediately exclude the user from the selected group.
The same action can be executed faster, if you simply double-click
the selected user.<br>
      <br>
Note that the movement of a user is immediate and does not need to be
confirmed!<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Editing roles for user group"></a>
<h3>Editing roles for user group</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can edit the roles of an existing user group. To do this
follow these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Users Groups</span>"
and click the link "<span style="font-weight: bold;">Edit Roles</span>".
A new page will appear.</li>
        <li>Select a role from the list "<span
 style="font-weight: bold;">Available
Roles</span>".<br>
        </li>
        <li>Press the button with a right arrow on it to transfer the
selected
role to the list "<span style="font-weight: bold;">Selected Roles</span>".</li>
      </ul>
This will immediately assign the role to this group.
The same action can be executed faster, if you simply double-click
the selected role.<br>
      <br>
If you want to exclude a role from the user group do these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">User Groups</span>"
and click the link "<span style="font-weight: bold;">Edit Roles</span>".
A new page will appear.</li>
        <li>Select a role from the list "<span
 style="font-weight: bold;">Selected
Roles</span>".<br>
        </li>
        <li>Press the button with a left arrow on it to transfer the
selected
role to the list "<span style="font-weight: bold;">Available Roles</span>".</li>
      </ul>
This will immediately exclude the role from the selected group.
The same action can be executed faster, if you simply double-click
the selected role.<br>
      <br>
Note that the movement of a role is immediate and does not need to be
confirmed!<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Editing document groups for user group"></a>
<h3>Editing document groups for user group</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Each user group can be granted access rights to a specific
document group. You can do this by following these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">User Groups</span>"
and click the link "<span style="font-weight: bold;">Edit Document
Groups</span>". A new page will appear.</li>
        <li>Choose a document group from the list and check or uncheck
its check boxes "<span style="font-weight: bold;">Edit</span>" and "<span
 style="font-weight: bold;">Search</span>". See section <a
 href="#Access%20rights%20for%20document%20group">Access rights for
document group</a> for more details.</li>
        <li>Repeat this operation for the document groups that you want.</li>
        <li>Press the '<span style="font-weight: bold;">Save</span>"
button to save the changes.</li>
      </ul>
If you want to reset all the check boxes to their initial state, click
the "<span style="font-weight: bold;">Reset</span>" button.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="UsageSummary"></a>
<h2>Usage Statistics Summary</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>This page shows a summary of all usage statistics, i.e. which
objects have been used, how many times, the min/max/average elapsed
times,
etc. By clicking on an object, the user will be taken to the <a
 href="#ObjectUsageDetails">Object Usage Details</a> page for that
object and will be shown further details regarding the usage of that
object.<br>
      <br>
It is also possible to select a time period for which you want to see
usage statistics. This can be done by selecting a 'Start date' and an
'End
date' and clicking on the 'Search' button.</td>
    </tr>
  </tbody>
</table>
<br>
<a name="ObjectUsageDetails"></a>
<h2>Object Usage Details</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>This page shows a summary of all instances when a certain
object
has been used. The information includes the start and end times as well
as
the time it took for the object to execute. The page also shows which
user
used the object, whether the execution completed successfully, and some
additional details that may have been reported by the object when it
was
executed.<br>
      <br>
By clicking on the start time, the user will be taken to the <a
 href="#UsageSessionDetails">Usage Session Details</a> page where
information
about the concrete usage of the object will be shown. Sometimes the
usage of
an object involves the usage of other objects. For example, when
searching
for given keywords, the search results will usually contain fragments
of each
document that contains the keywords. The code that generates these
fragments
is called by our 'object' (whose usage the user is currently viewing).
Therefore,
the fragments are included into the same 'usage session' as parent
current object.
By clicking on the object's start time, you will see all other objects
that have
been invoked as part of the object's session.<br>
      <br>
It is also possible to select a time period for which you want to see
usage statistics. This can be done by selecting a 'Start date' and an
'End
date' and clicking on the 'Search' button.</td>
    </tr>
  </tbody>
</table>
&nbsp;
<br>
<a name="UsageSessionDetails"></a>
<h2>Usage Session Details</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>This page shows a summary of all objects belonging to a given
'usage
session'. The information includes the name of each object, the start
and end
times as well as the time it took for the object to execute. The page
also shows
which user used the object, whether the execution completed
successfully, and some
additional details that may have been reported by the object when it
was
executed.</td>
    </tr>
  </tbody>
</table>
<p>
</p>
<h2>Most used queries<br>
</h2>
<table width="100%">
  <tbody>
    <tr>
      <td>This page shows a statistics for the most used search
queries. The information includes the keywords and the number of calls
for each keyword. The user could filter the results for a specific time
interval between start and end date and specify the number of queries
to be included in the report.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Permissions"></a>
<h1>Permissions</h1>
<table width="100%">
  <tbody>
    <tr>
      <td>DirectInfo has a specific mechanism for granting visibility
to the documents that are accesible to its users. You could define a
set of access permissions that define which documents could be accessed
and searched by a specific users.<br>
This set is called <span style="font-weight: bold;">permission set</span>
in the termsof DirectInfo. It is vital to understand what realy is the
permission set in order to be able to manage the user access to&nbsp;
the documents.&nbsp; <br>
Each permission set is assigned to a single user (called owner of
this permission set) and the other users could be attached to or
detached from this permission set. This allows to apply the already
existing permission set to a list of users when searching text in
documents.<br>
The permission statements has its own name and description to
facilitate the administration.<br>
      <br>
The permission set is comprised of one or more <span
 style="font-weight: bold;">permission statements</span>. The
permission statement defines the visibility for specific set of
documents called <span style="font-weight: bold;">content collection</span>
in the terms of DirectInfo. Each content collection has its own name
(custom or automatically generated) and type. The available types are: <br>
      <ul>
        <li>Documents - a list of&nbsp; selected documents, defined by
their location and name;</li>
        <li>Document groups - a list of selected document groups
defined by their names. This type includes all the documents that might
appear inside the document groups in future;</li>
        <li>Initial paths - a list of selected initial paths from a
single document group. This type includes all the documents that might
appear inside the initial paths in future;</li>
        <li>Total set - virtually all the documents known to
DirectInfo,
including those that might be added in future;</li>
      </ul>
The permission statements are taken into account by the search engine
depending on the currently logged user.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Managing permission sets"></a>
<h2>Managing permission sets</h2>
<table style="width: 1110px; height: 115px;">
  <tbody>
    <tr>
      <td>Managing the permission sets includes creating, editing and
deleting a permission set, attaching users to it or detaching users
from it. All these actions can be triggered from the <span
 style="font-weight: bold;">"Permission Sets</span>"
page, reachable from the main menu "Security/Permission Sets". This
page shows a list of permission sets separated on pages. Each row
contains:<br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>permission set name. The name is shown as link and if you
click on it you will see the permission statements of this permission
set;</li>
        <li>permission set description;</li>
        <li>user name of the owner of this permission set ;</li>
        <li>links "<span style="font-weight: bold;">Edit</span>",
"<span style="font-weight: bold;">Delete</span>",&nbsp;<span
 style="font-weight: bold;"></span>"<span style="font-weight: bold;">Attach
users</span>" and&nbsp; "<span style="font-weight: bold;">Detach users</span>",
that are used for starting
the described actions.</li>
        <li>button "<span style="font-weight: bold;">New permission set</span>",&nbsp;
used for creating new permission sets.<br>
        </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating permission set"></a>
<h3>Creating permission set<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can create a new permission set by following
these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Permission sets</span>"
and press the button "<span style="font-weight: bold;">New permission
set</span>".
A new pop-up window will appear.</li>
        <li>Type a name for the new permission set to make it more
distinguishable. If such a name
already
exists, an error message will pop up.</li>
        <li>Type a short description of the permission set&nbsp; (for
instance which permission statements or collections are involved);</li>
        <li>Click the link "<span style="font-weight: bold;">Select user</span>"
to select the owner of this permission set. A new pop-up window will
appear to show the list of users. Just click on the name of the
selected user and it will go to the field "<span
 style="font-weight: bold;">Owner</span>". After selecting the user the
list with users will be automatically closed.</li>
        <li>If you want this permission set not to be tied up to a
particular user just click the link "<span style="font-weight: bold;">Make
PUBLIC</span>". This will clear the field "<span
 style="font-weight: bold;">Owner</span>";<br>
        </li>
        <li>When you are ready to save the changes press the button "<span
 style="font-weight: bold;">Create</span>".</li>
      </ul>
      <br>
If you want to reset all the fields to their initial state, click the "<span
 style="font-weight: bold;">Reset</span>" button. <br>
      </td>
    </tr>
  </tbody>
</table>
<p>
</p>
<a name="Editing permission set"></a>
<h3>Editing permission set<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can edit the properties of an existing permission set by
following
these steps:<br>
      <ul>
        <li>Go to page "<span style="font-weight: bold;">Permission sets</span>"
and press the link "<span style="font-weight: bold;">Edit</span>"
available on the row of the selected permission set.
A new pop-up window will appear.</li>
        <li>Change the name of the permission set. If such a name
already
exists, an error message will pop up.</li>
        <li>Change the description of the permission set;</li>
        <li>Click the link "<span style="font-weight: bold;">Select user</span>"
to change the owner of this permission set. A new
pop-up window will appear to show the list of users. Just click on the
name of the selected user and it will go to the field "<span
 style="font-weight: bold;">Owner</span>". After selecting the user the
list with users will be automatically closed.</li>
        <li>Click the link "<span style="font-weight: bold;">Make PUBLIC</span>"
if you want this permission set&nbsp; to be public. This will clear the
field "<span style="font-weight: bold;">Owner</span>";<br>
        </li>
        <li>When you are ready to save the changes press the button "<span
 style="font-weight: bold;">Update</span>".</li>
      </ul>
If you want to reset all the fields to their initial state, click the "<span
 style="font-weight: bold;">Reset</span>" button. <br>
      </td>
    </tr>
  </tbody>
</table>
<p>
</p>
<a name="Deleting permission set"></a>
<h3>Deleting permission set<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can delete an existing permission set by following
these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Permission sets</span>"
and press the link "<span style="font-weight: bold;">Delete</span>"
available on the row of the selected permission set.</li>
        <li>a confirmation message will appear.</li>
        <li>press the button "<span style="font-weight: bold;">Yes</span>"
if are really sure you want to delete this permission set or press the
button "<span style="font-weight: bold;">No</span>" if not.<br>
        </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Attaching users to permission set"></a>
<h3>Attaching users to permission set<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can attach users to an existing permission set to enable
its permission statements to these users. Just follow
these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Permission sets</span>"
and press the link "<span style="font-weight: bold;">Attach users</span>"
available on the row of the selected permission set.</li>
        <li>a new pop-up window will appear showing a list of available
users (not attached to this permission set).</li>
        <li>check the check boxes next to the user names to select some
users .</li>
        <li>press the button "<span style="font-weight: bold;">Attach
users</span>" to save your choice. After pressing this button the list
with users will be automatically closed.</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Detaching users from permission set"></a>
<h3>Detaching users from permission set<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can detach users from an existing permission set to
disable its permission statements to these users. Just follow
these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Permission sets</span>"
and press the link "<span style="font-weight: bold;">Detach users</span>"
available on the row of the selected permission set.</li>
        <li>a new pop-up window will appear showing a list of available
users (attached to this permission set).</li>
        <li>check the check boxes next to the user names to select some
users .</li>
        <li>press the button "<span style="font-weight: bold;">Detach
users</span>" to save your choice. After pressing this button the list
with users will be automatically closed.</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Managing permission statements"></a>
<h3>Managing permission statements<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Managing the permission statements includes creating and
deleting permission statements. These actions can be triggered from the
      <span style="font-weight: bold;">"Permission Statements</span>"
page. This
page could be reached only from the page "<span
 style="font-weight: bold;">Permission sets</span>" by clicking on the
name of the selected permission set. <br>
The "<span style="font-weight: bold;">Permission stataments</span>"
page shows a list of permission statements separated on pages. Each row
contains:<br>
      <ul>
        <li>unique number of the row in the list;</li>
        <li>name of the content collection involved in this statement;</li>
        <li>type of the content collection;</li>
        <li>visibility granted to this content collection (yes or no);</li>
        <li>date which the permission statement is created on;</li>
        <li>name of the user who has created this permission statement;<br>
        </li>
        <li>link&nbsp;
"<span style="font-weight: bold;">Delete</span>" which is used for
deleting the current permission statement; <br>
        </li>
        <li>link&nbsp;
"<span style="font-weight: bold;">Edit</span>" which is used for
editing the name and the description of the current permission
statement; <br>
        </li>
        <li>button "<span style="font-weight: bold;">New permission
statement</span>",&nbsp; used for creating new permission statements.<br>
        </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<p>
</p>
<a name="Creating permission statement"></a>
<h3>Creating permission statement<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Creating the permission statements is the most important task
while managing permissions to the documents in DirectInfo. To create
new permission statement&nbsp; you must complete the following steps: <br>
      <br>
      <ol>
        <li>Define the documents to be included to form the document
collection for this statement (by choosing either some documents, or
document groups, or initial paths, or everything).<br>
        </li>
        <li>Define the users to be affected by this statement.</li>
        <li>Select the visibility for the document collection to be
granted to the selected users.<br>
        </li>
      </ol>
Note that steps 1 and 2 might be executed in reverse order. In other
words you could select the users before selecting the documents.<br>
      <br>
The creation of the permission statement could be triggered from
different starting points depending on
which part of the application you are currently browsing. These
starting
points have been added to make this process more intuitive and easier
for administration. Note that you could perform this operation only if
you have a role "<span style="font-weight: bold;">ADMIN</span>".<br>
      <br>
To create new permission stament&nbsp; follow these steps: <br>
      <ul>
        <li>open the "<span style="font-weight: bold;">Permission
statements</span>" page by choosing a permission set from "<span
 style="font-weight: bold;">Permission sets</span>" page;</li>
        <li>press the button "<span style="font-weight: bold;">New
permission statement</span>"
at the bottom of the page. A new window will pop up to enable selection
of the documents to be included in the permission statement;</li>
        <li>click one of the links "<span style="font-weight: bold;">Search
results</span>", "<span style="font-weight: bold;">Document groups</span>"
or "<span style="font-weight: bold;">Everything</span>" to open the
relevant page for selection. The default page is "<span
 style="font-weight: bold;">Search results</span>".
Please refer to the previous topics for more details about how the
selection could be performed, or do the following: either check some
documents from the list of results, or check some document groups, or
check some initial paths. Note that If you click "<span
 style="font-weight: bold;">Everything</span>" then you will be forced
directly to select the visibility;<br>
        </li>
        <li>click the button "<span style="font-weight: bold;">Next
&gt;&gt;</span>"
to proceed with the next step; If&nbsp; there is nothing selected
(either documents, or document groups, or initial paths) an alert
message will be displayed, and you will not be able to go to the next
page until you have not selected some of these;</li>
        <li>select the visibility for this permission statement
(visible or not visible) using the radio buttons;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Finish</span>"
to save the changes, or press the button "<span
 style="font-weight: bold;">&lt;&lt; Back</span>" to return to prevoius
page and change your selection.</li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating permission statements for search results"></a>
<h3>Creating permission statements for search results</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You could create new permission statements directly from the
page with search results. If you have a role "<span
 style="font-weight: bold;">ADMIN</span>" the serach results page is
displayed in a diffrent way than the normal page. There is a check box
next to each document&nbsp; that is shown in the results. You may
select some documents by checking their check boxes. In order to create
permission statement from search results, just do the following:<br>
      <ul>
        <li>type the desired keywords and search for them by clicking
the "<span style="font-weight: bold;">Search</span>" button;</li>
        <li>check some documents from the list of results. You may go
to another page with results and select some documents from that
page. Have in mind that the previously selected documents will be
stored and if you go back to the previous page you may see their check
boxes
remain checked. This allows to be selected document from different
pages;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Make
permission statement</span>" at the bottom of the page. A new window
will pop up to show the list of users;</li>
        <li>select some users by checking their check boxes. You may go
to another page with users and select some users from that page. Have
in mind that the selected users will be stored and if you go back to
the previous page you will see them checked. This is useful if you want
to select a large number of users located on different pages.<br>
        </li>
        <li>click the button "<span style="font-weight: bold;">Next
&gt;&gt;</span>" to proceed with the next step; If&nbsp; there are no
selected users an alert message will be displayed, and you will not be
able to go to the next page until you have not selected at least one
user.</li>
        <li>select the visibility for this permission statement
(visible or not visible) using the radio buttons;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Finish</span>"
to save the changes, or press the button "<span
 style="font-weight: bold;">&lt;&lt; Back</span>" to return to prevoius
page and change your selection.<br>
        </li>
      </ul>
Note that if you have selected more than one user, then a single
permission statement will be created for each user.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating permission statements for document groups"></a>
<h3>Creating permission statements for document groups<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You could create new permission
statements for selected document groups. There is a check box next to
each document group. You may select some document groups by checking
their check boxes. In order to create permission statement from
document groups, just do the following:<br>
      <ul>
        <li>open the "<span style="font-weight: bold;">Document Groups</span>"
page from the main menu;</li>
        <li>check some documents groups from the list. You may go to
another page with document groups and check some check boxes from that
page. Have in mind that the previously checked document groups will
rmain checked if you go back to the previous page. This approach is
useful when you want to select document groups from different pages;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Make
permission statement</span>" at the bottom of the page. A new window
will pop up to show the list of users;</li>
        <li>select some users by checking their check boxes. You may go
to
another page with users and select some users from that page. Have in
mind that the selected users will be stored and if you go back to the
previous page you will see them checked. This is useful if you want to
select a large number of users located on different pages.<br>
        </li>
        <li>click the button "<span style="font-weight: bold;">Next
&gt;&gt;</span>"
to proceed with the next step; If&nbsp; there are no selected users an
alert
message will be displayed, and you will not be able to go to the next
page until you have not selected at least one user.</li>
        <li>select the visibility for this permission statement
(visible or not visible) using the radio buttons;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Finish</span>"
to save the changes, or press the button "<span
 style="font-weight: bold;">&lt;&lt; Back</span>" to return to prevoius
page and change your selection.<br>
        </li>
      </ul>
Note that if you have selected more than one user, then a single
permission statement will be created for each user.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating permission statements for initial paths"></a>
<h3>Creating permission statements for initial paths<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You could create new permission
statements for selected initial paths of one document group. There is a
check box next to each initial path. You may select some initial paths
by checking
their check boxes. In order to create permission statement from initial
paths, just do the following:<br>
      <ul>
        <li>open the "<span style="font-weight: bold;">Document Groups</span>"
page from the main menu;</li>
        <li>click the name of the desired document group and the list
of initial paths will appear;</li>
        <li>check
some initial paths from the list;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Make
permission statement</span>" at the bottom of the page. A new window
will pop up to show the list of users;</li>
        <li>select some users by checking their check boxes. You may go
to
another page with users and select some users from that page. Have in
mind that the selected users will be stored and if you go back to the
previous page you will see them checked. This is useful if you want to
select a large number of users located on different pages.<br>
        </li>
        <li>click the button "<span style="font-weight: bold;">Next
&gt;&gt;</span>"
to proceed with the next step; If&nbsp; there are no selected users an
alert
message will be displayed, and you will not be able to go to the next
page until you have not selected at least one user.</li>
        <li>select the visibility for this permission statement
(visible or not visible) using the radio buttons;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Finish</span>"
to save the changes, or press the button "<span
 style="font-weight: bold;">&lt;&lt; Back</span>" to return to prevoius
page and change your selection.<br>
        </li>
      </ul>
Note that if you have selected more than one user, then a single
permission statement will be created for each user.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Creating permission statements for users"></a>
<h3>Creating permission statements for users<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You could create new permission
statements for selected users. There is a check box next to each user
name. You may select some users by checking
their check boxes. In order to create permission statement for some
users, just follow these steps:<br>
      <ul>
        <li>open the "<span style="font-weight: bold;">Users</span>"
page from the menu "<span style="font-weight: bold;">Security</span>"
in the main menu;</li>
        <li>select some users by checking their check boxes. You may go
to
another page with users and select some users from that page. Have in
mind that the selected users will be stored and if you go back to the
previous page you will see them checked. This is useful if you want to
select a large number of users located on different pages.<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Make
permission statement</span>" at the bottom of the page. A new window
will pop up to enable selection of the documents to be included in the
permission statement;</li>
&lt;&gt;click one of the links "<span style="font-weight: bold;">Search
results</span>", "<span style="font-weight: bold;">Document groups</span>"
or "<span style="font-weight: bold;">Everything</span>" to open the
relevant page for selection. The default page is "<span
 style="font-weight: bold;">Search results</span>". Please refer to the
previous topics for more details about how the selection could be
performed, or do the following: either check some documents from the
list of results, or check some document groups, or check some initial
paths. Note that If you click "<span style="font-weight: bold;">Everything</span>"
then you will be forced directly to select the visibility;<br>
        <li>click the button "<span style="font-weight: bold;">Next
&gt;&gt;</span>"
to proceed with the next step; If&nbsp; there is nothing selected
(either documents, or document groups, or initial paths) an alert
message will be displayed, and you will not be able to go to the next
page until you have not selected some of these;</li>
        <li>select the visibility for this permission statement
(visible or not visible) using the radio buttons;<br>
        </li>
        <li>press the button "<span style="font-weight: bold;">Finish</span>"
to save the changes, or press the button "<span
 style="font-weight: bold;">&lt;&lt; Back</span>" to return to prevoius
page and change your selection.<br>
        </li>
      </ul>
Note that if you have selected more than one user, then a single
permission statement will be created for each user.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Editing permission statement"></a><br>
<h3>Editing permission statement<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can edit the name and the description of an existing
permission statement by following
these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Permission
statements</span>";</li>
        <li>press the link "<span style="font-weight: bold;">Edit</span>"
available on the row of the selected permission statement. A new pop-up
window will appear;</li>
        <li>Change the name of the permission statement. If such a name
already
exists, an error message will pop up.</li>
        <li>Change the description of the permission statement;</li>
        <li>When you are ready to save the changes press the button "<span
 style="font-weight: bold;">Update</span>".</li>
      </ul>
      <br>
If you want to reset all the fields to their initial state, click the "<span
 style="font-weight: bold;">Reset</span>" button. </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Deleting permission statement"></a><br>
<h3>Deleting permission statement<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can delete an existing permission statement by following
these steps:<br>
      <ul>
        <li>go to page "<span style="font-weight: bold;">Permission
statements</span>";</li>
        <li>press the link "<span style="font-weight: bold;">Delete</span>"
available on the row of the selected permission statement; There will
be a confirmation message that appears after;</li>
        <li>press the button "<span style="font-weight: bold;">Yes</span>"
if are really sure you want to delete this permission set or press the
button "<span style="font-weight: bold;">No</span>" if not.<br>
        </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
<br>
<a name="Managing collection items"></a><br>
<h3>Managing collection items<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>Managing the content collections includes adding new items
(documents, document groups, initial paths) to collection and
deleting deleting items from collection. These actions can be triggered
from the <span style="font-weight: bold;">"Permission statements</span>"
page by clicking the link "<span style="font-weight: bold;">Change
collection</span>". This will open a new page with title "<span
 style="font-weight: bold;">Collection items</span>" showing the items
in the selected colleciton. This page has the following elements:<br>
      <ul>
        <li>name of the content collection;</li>
        <li>type of the content collection;</li>
        <li>unique number of the row in the list;</li>
        <li>name of the content item;</li>
        <li>link&nbsp;
"<span style="font-weight: bold;">Delete</span>" which is used for
deleting the current content item; <br>
        </li>
        <li>button "<span style="font-weight: bold;">Add new items</span>",&nbsp;
used for adding new items depending on the type of the content
collection.</li>
      </ul>
      <br>
Note that you cannot add content items different than the type of the
collection, because it is not allowed to have mixed type of content
collections. </td>
    </tr>
  </tbody>
</table>
<p>
</p>
<a name="Adding new collection items"></a>
<h3>Adding new collection items<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>In order to change the items in content collection you are
allowed to add new documents, document groups or initial paths to it. <br>
      <br>
To add
new collection items you must complete the following steps: <br>
      <ul>
        <li>go to menu item "<span style="font-weight: bold;">Security\Permission
sets</span>";</li>
        <li>click on the name of the desired permission set;</li>
        <li>from the list of permission statements choose a content
collection and click the link "<span style="font-weight: bold;">Change
collection</span>" on the same row;</li>
        <li>clicking the button "<span style="font-weight: bold;">Add
new items</span>". See the previous section for more details;</li>
        <li>choose some new items by checking their checkboxes;</li>
        <li>click the button "<span style="font-weight: bold;">Save</span>".
This will close the current window and will add the chosen items to the
collection. </li>
      </ul>
Note that&nbsp; you will be given the choise to select only content
items from the type of the selected content collection. This will open
different windows for selecting documents, document groups or initial
paths. These windows will look almost as the windows that&nbsp; are
used for defining the permission statements, except that they don't
have the step for defining the visibility.<br>
      </td>
    </tr>
  </tbody>
</table>
<br>
<a name="Deleting collection items"></a><br>
<h3>Deleting collection items<br>
</h3>
<table width="100%">
  <tbody>
    <tr>
      <td>You can delete items from content collection by following
these steps:<br>
      <ul>
        <li>go to menu item "<span style="font-weight: bold;">Security\Permission
sets</span>";</li>
        <li>click on the name of the desired permission set;</li>
        <li>from the list of permission statements choose a content
collection and click the link "<span style="font-weight: bold;">Change
collection</span>" on the same row;</li>
        <li>from the list of collection items (documents, document
groups or initial paths) choose an item and click the link "<span
 style="font-weight: bold;">Delete</span>" on the same row. There will
be a confirmation message that appears after;</li>
        <li>press the button "<span style="font-weight: bold;">Yes</span>"
if are really sure you want to delete this collection item or press the
button "<span style="font-weight: bold;">No</span>" if not.<br>
        </li>
      </ul>
      </td>
    </tr>
  </tbody>
</table>
<br>
</body>
</html>
