Set up searches for Open Client users

By default, a predefined search, called Simple Search, is available to FileNet Web Services and Open Client users. As the administrator, you can modify or delete Simple Search and create additional searches using the IDM Find application, which is installed on the web server with FileNet Web Services. See "Save a stored search" and "Save a search template" in the IDM Desktop User's Help for information on creating and saving searches using IDM Find. Go to Start>Programs>FileNet IDM to start IDM Find and the IDM Desktop User's Help.

A search appears on Open Client's Search page when it is saved in a particular folder in the local search path on the web server. The default local search path for Open Client is the installation folder, C:\FileNet\IDM or equivalent. Searches stored in this path are available to users of both Open Client and FileNet Web Services. See "Create stored searches and search templates" in the FileNet Web Services Administrator's Help for information on making searches available to FileNet Web Services Clients. You can share searches with FileNet Web Services clients by using the default local search path or you can set an Open Client site preference to establish a different local search path for Open Client searches .

When you add a library, IDM Configure creates an \IS or \DS (Document Services now known as Content Services) folder, if the folder doesn't already exist, and a folder for the library.

Folder path and name Contains searches available to users while logged on to...
<local search path>\IS Any IS library
<local search path>\DS Any DS library
<local search path>\IS\Default IMS <IS library> FileNet <IS library>
<local search path>\DS\<CS library> <host> <DS library>

For example, if you install both FileNet Web Services and Open Client to the default locations, add an IS library CorpIS and a DS library CorpDS, IDM Configure creates the folders listed below:

If you change the default search path for Open Client, you must create these folders in that path. After creating these folders include the predefined search file (simplesearch.fst) in the newly created folders. An error "Simple search not found" is displayed if the SimpeSearch.fst file is not included.

The colons that normally separate the three parts of an IS library's name are replaced in the folder name by spaces. Similarly, the caret (^) that typically separates the two parts of a DS library's name are replaced in the folder name by a space, as in CorpDS LibServer.