FileNet P8 Content Search Engine, Version 5.0.+            Operating systems:  AIX, HP-UX, Linux, Solaris, Windows

Completing the IBM Legacy Content Search Engine upgrade from 3.5.2

After you upgrade Content Engine data, you must create new content-search index areas in Enterprise Manager. Then you can enable indexing for designated classes and properties and reindex your stored data. The reindexing process creates new Autonomy K2 collections.

Be sure that you have available the Installation and Upgrade Worksheet that was completed during your planning activities.

This procedure covers the minimum setup and configuration steps to get content-based retrieval (CBR) configured and running with Autonomy K2 for an upgrade from 3.5.2. For more detail on content-based retrieval and Content Engine, see the IBM® FileNet® P8 help topic System Administration > Administering Content Engine > Content-based retrieval > How to... > Configure CBR.

Important: Where machine name variables are required, IP addresses will not validate. In these cases, you must enter the host name for the machine.

To complete the IBM Legacy Content Search Engine upgrade from version 3.5.2:

  1. Start Enterprise Manager and log on as the Global Configuration Data (GCD) Administrator.
  2. Create a Verity Domain Configuration (VDC).
    1. Open your completed Installation and Upgrade Worksheet file.
      Tip: In the worksheet file, verify that the Data > Filter > AutoFilter command is enabled. To view only Enterprise Manager values for this task, filter by EM: Verity Domain Configuration Tab in the Installation or Configuration Program column.
    2. Right-click Enterprise Manager [domain] in the Enterprise Manager tree and select Properties.
    3. Click the Verity Domain Configuration tab.
    4. Enter the following K2 Master Administration Server access information:
      • Host Name - the name of the host of the K2 Master Administration Server.
      • Port - the K2 Master Administration Server port. The default port number is 9950.
      • User Domain - the authentication domain in which your K2 services are installed.
      • User Group - K2 Security Group.
      • Verity Username - K2 Security User.
      • Password - the K2 Security User password.
    5. Click Create Configuration to create a Verity Domain Configuration object.
  3. Assign a K2 Broker Server:
    1. Click the Verity Server tab.
    2. From the Brokers AVAILABLE pane, select the broker and click Add to move the server to the Brokers Selected pane.
    3. Click OK.
      Important: You can assign multiple Broker Servers to a K2 Administration Server, primarily for failover. If one Broker Server goes down, then K2 can switch to another. In this configuration, you must ensure that all Search Servers required to access K2 Collections (index areas) are attached to each Broker Server. A given Content Engine server does not call multiple Broker Servers or merge associated search results. See the appropriate steps of the Configuring IBM Legacy Content Search Engine task for instructions on how to create Broker Servers and assign Search Servers.
  4. To access the Verity Locale Configuration Guide, complete the following substeps.
    Important: For information about how the K2 product uses locales and about performance and indexing options, review the Verity Locale Configuration Guide in the Autonomy-supplied documentation set.
    1. Open the Autonomy K2 Dashboard and click Help.
    2. Click Library (top right of the screen) to access the Autonomy K2 product guides. Each guide is available in HTML or PDF format.
  5. To assign a CBR locale to the object store for which you want to enable indexing, complete the following substeps:
    1. Right-click the object store in the left pane of Enterprise Manager and choose Properties from the context menu.
    2. In the Properties dialog box, click the CBR tab.
    3. Specify one of the following locales (which are installed by default with Autonomy K2 IBM Legacy Content Search Engine software) in the CBR Locale box:
      • uni (multi-language and slower indexing)
      • englishv (enhanced word-stemming and faster indexing)
      • english (limited capabilities and fast indexing)
      If you click Set to Default CBR Locale, the CBR locale is set to uni.
    4. Click Apply or OK.
  6. Create an index area for version 5.0 IBM Legacy Content Search Engine collections:
    1. Open your completed Installation and Upgrade Worksheet file.
      Tip: In the worksheet file, verify that the Data > Filter > AutoFilter command is enabled. To view only Enterprise Manager values for this task, filter by EM: Create an Index Area in the Installation or Configuration Program column.
    2. In the Enterprise Manager tree view, expand the Object Stores container.
    3. Right-click the object store to which you want to add an index area and select New > Index Area.
    4. Complete the Create an Index Area wizard by using the values from your worksheet.
      Important: In the wizard, make sure you set the template type to P8_CSE50.

    For more information about creating indexes, see the IBM FileNet P8 help topic System Administration > Content Engine Administration > Content-based retrieval > How to... > Create Verity index area.

  7. Re-enable content-based retrieval for class definitions by activating the CBR Enabled flag for each class:
    1. Right-click class_name for the class that you want to configure in the Enterprise Manager tree and click Properties.
    2. Select the CBR Enabled check box, and click OK.
    3. Click Yes to confirm.
  8. For each class property for which you want to enable content-based retrieval, complete the following substeps. The properties you enable must include those that you indexed for content-based retrieval in version 3.5.2 of Content Engine. Refer to the list of properties that you generated by SQL query command on each object store during the pre-upgrade phase of upgrading Content Engine.
    1. Right-click the base class or subclass that contains the property or properties that you want to reindex and click Properties from the context menu.
    2. Click the Property Definitions tab.
    3. Click the string property you want to enable for indexing and then click Edit.
    4. Select the CBR Enabled check box, and then click OK.
  9. Reindex each class on which you enabled indexing in the preceding two steps by right-clicking the class and choosing one of the following:
    • All Tasks > Index Class for Content Search.
    • All Tasks > Index Class for Content Search (include subclasses).
    For details, see the IBM FileNet P8 help topic System Administration > Administering Content Engine > Content-based retrieval > How to... > Reindex.
  10. To monitor the reindexing progress, complete the following substeps:
    1. Select and right-click the object store node that contains the index areas that are being reindexed.
    2. Choose All Tasks > Index Jobs Management.
    3. Click Refresh to monitor the progress. Click Close when reindexing is complete, as indicated by the job status <TERMINATED NORMALLY>.
  11. Because the version 3.5.2 IBM Legacy Content Search Engine collections (indexes) are no longer used, you can save hard drive space by deleting the index directories and all subdirectories. For example, D:\CE_storage\FS_object_store_name\index.


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Last updated: November 2010


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