Configure IDOL View Server

IDOL View Server converts original documents into HTML format for viewing in a Web browser. It can also highlight search terms in the document, when displaying a search results. Find uses IDOL View Server to create the document previews in searches.

There are three viewing modes. The appropriate one to use depends on how you index your documents, and your View Server configuration:

The option that you choose depends on how you store and access your documents. If you can access all your documents by file path or URL, use the Reference Field option. If you use an external repository with its own authentication to store your documents (such as Microsoft Exchange, or Microsoft SharePoint), then you can use the Connector mode to simplify access and retrieval.

Users with the FindAdmin role can use the Settings pages to configure the IDOL View Server.

To configure IDOL View Server

  1. In the toolbar on the top right of the page, click .

  2. In the list, click Settings.

    The Settings page opens.

  3. Find the View section, and specify the host and ACI port of your IDOL View Server.

  4. From the Viewing Mode list, select the mode to use. Depending on the mode that you use, further options are required:

  5. Click Test Connection to ensure that Find can connect to your IDOL View Server and Distributed Connector (if required).

    NOTE: In Universal mode, Test Connection checks the connection to the IDOL View Server, but does not check whether the other components that View needs to access are configured correctly. You must check any additional components in your View Server configuration.

  6. Click Save Changes.

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