Find 24.3

# 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:

- Universal. In this mode, Find requests document from a View Server that is configured in Universal Viewing mode. This mode allows View to use information in your data index to work out how to retrieve the original documents for viewing, by using a file, Web URL, or the Distributed Connector. To use this mode, you must enable universal viewing in your View Server configuration file. For more information, refer to the IDOL Server Administration Guide.

- Reference Field. In this mode, Find requests documents from View Server by using a document reference field, which you can configure. In this case, the reference must be sufficient to identify the original location of the document, such as a URL or file path (if you configure IDOL View Server to view local files).

- Connector. In this mode, Find uses a connector to retrieve the original document. The connector can retrieve the original document from the source repository, which simplifies the storage and retrieval. You must provide the host and port of the connector to use. Find uses the `AUTN_IDENTIFIER` document field and connector group to request the original document.

  You can use any connector that supports the View action. If you want to retrieve documents from multiple external repositories, you can use the Distributed Connector. For more information about the IDOL configuration for this set up, refer to IDOL Expert.

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:

   - In Reference Field mode, specify the IDOL reference field to use to identify your documents in IDOL View Server.
   - In Connector mode, specify the host name and ACI port of the connector to use to retrieve documents.

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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Version 24.3 | Last updated June 2024

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Product: IDOL Find 24.3

Topic Title: Configure IDOL View Server