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Set Up Quick Find Indexing (v. 4.5 and earlier)

If you want users to be able to search for records using the Quick Find tool, it'll first need to be configured in Service Manager after Perspective is installed or upgraded.

The initial set up of Quick Find allows you to specify where the index file will be stored, if there will be any alternative cache directory, and which Perspective fields will be indexed.

    1. Open Perspective Service Manager > Quick Find Indexing.

    2. Select the Allow Quick Find checkbox.

    3. In the Index Directory field, specify where the index file will be stored.

      Note: The index file can take from one third to up to half of the original database size, so be sure there's sufficient disk space on the server.

    4. If the index file can’t be stored on the local drive, select the Specify folder in alternate drive to store cache while indexing? checkbox and select another directory.

    5. Optional: If you want certain common words to be ignored when indexing (e.g., “a,” “the,” “an,” “at,” “to,” etc.), select the Use noise word file? checkbox and specify the directory where the Noise.dat file exists. Perspective does not provide a Noise.dat file.

    6. Optional: If you want hyphenated words to be indexed as two separate words, select the Treat hyphens as spaces checkbox.

    7. Optional: If you want the index files to ignore numeric text, select the Do not use numeric values checkbox.

    8. Select the tables you wish to index.

      Note: Activities cannot be indexed for versions 4.5 and earlier.

    9. Click Save.

    10. Perform an IIS reset or recycle the PerspectiveService App pool in IIS.

    11. Click Save Changes.

    12. Click Index to create the initial index file.

See also:

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