IDOL Category Component 23.4

# Index Overview

You can index only files in XML or IDX format into the IDOL Content component. If the data that you want to index is in XML format, you can index it directly, without having to first import it (convert its content and metadata to IDX).

IDOL connectors use the `DREADD` and `DREADDDATA` index actions to index data. You can also use these actions to index data directly into the IDOL Content component.

NOTE: Before you index data, review the setup instructions described in Configure Content Storage.

If your data is not in XML format, you must first import it. You can import data using one of three methods.

- Import with a connector. The IDOL connectors (for example, File System Connector, Web Connector, Oracle Connector, and so on) retrieve documents from different repositories and use NiFi Ingest or the Connector Framework Server (CFS) to import them into IDX or XML file format. For further information about how to import documents, refer to the IDOL NiFi Ingest documentation, the CFS help, or the appropriate connector guide.

- Import manually. You can create a text file in either XML or IDX format, which contains the information that you want to index into your IDOL Content component in specific IDOL fields.

- Import with IDOL Admin. You can use the wizard on the Index tab on the Console page in the Control section of IDOL Admin to submit data for the IDOL Content component to index. For more information, refer to the IDOL Admin User Guide.

Related Topics

- Manually Create IDX Files

- IDX Format

After the documents are in XML or IDX file format, you can index them into the IDOL Content component using one of two methods.

- Index with a connector. CFS indexes the IDX files that it creates into the IDOL Content component. For information about how to index documents with a connector, refer to the IDOL NiFi Ingest documentation, or the appropriate connector guide.

- Index directly. You can index XML and IDX files into an IDOL Content component by issuing an HTTP request from your Web browser.

TIP: If you index into IDOL from another host, you must configure the IDOL Content component to accept connections from the host, by applying the appropriate authorization roles. See Configure Client Authorization.

If you use CFS, you must assign CFS to the Admin, Index, and Query standard roles, or equivalents.

Related Topics

- DREADD: Index IDX and XML Files Directly

- DREADDDATA: Index Data over a Socket

Depending on where the data to index is located, the indexing steps for each document take place in the following order.

Local document (accessed through the file system) | Remote document (accessed over the indexing port)
--- | ---
Content receives a file path. Content opens the file and reads the document data. Content indexes the document. | Content receives a stream of data over the port. Content saves the data locally. Content opens the local file and reads the document data. Content indexes the document.

Copyright 2023 Open Text
Version 23.4 | Last updated September 2023

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Product: IDOL IDOL Category Component 23.4

Topic Title: Index Overview