Some customers may require to index more than the 22 fields that are preconfigured for intelligent indexing. This is possible for on-premise customers. It is not available for cloud customers.
You can extend the number of fields in an Intellix OnPremise installation as follows:
- Connect to machine, where Intellix OnPremise is running
- Open IIS Management console
- On the left side, navigate to the Intellix website and click it
- On the right side Click “Open in explorer”.
- In explorer navigate to the folder bin\MetaData\
- Find the file IndexFields.xml and edit it
- You can add fields by simply extending the xml file with tags like this one:
<Field Id="CustomDate1" Type="Date" Propagation="Nothing">
<Description>A user customizable date field.</Description>
- In the same folder, find the files IndexFields.xx.resx. xx stands for a language, e.g. IndexFields.fr.resx contains the French translations of the index fields' names. Note, that as English is the default language of Intelligent Indexing, the file for English translations is named IndexFields.resx instead of IndexFields.en.resx. You only need to edit a file, if users have their WebClient set up in the corresponding language, e.g. if your users have their WebClient either set to English or Germen, you need to edit the files IndexFields.resx and IndexFields.de.resx.
- In each file to edit, find the data tags, and add a data tag for each of your new index fields, like this:
<data name="CustomDate1" xml:space="preserve">
<value>Custom Date 1 Field</value>
The name attribute needs to be identical to the id attribute from step 7. As a value, you can enter any suitable name for the index fields.
- Save all modified files and restart the application pool in IIS
- Restart the DocuWare Content Server
When you add fields (step 7) you should take care of these things:
- Attribute Id=”…” - You can name the field just as you want, just don’t use names already existing
- Attribute Type=”…” - You can choose between “Date”, “Decimal” and omitting that attribute (corresponds to type=”Text”).
The type must correspond to the type of the DocuWare field, to which you want to map it.
- Attribute Propagation=”Nothing” - just leave that one unchanged, it is not relevant for Intellix OnPremise
- Tag Description - You can add any description you want.
- ExtractionParameters-Attribute CanUseCorrection - you can choose between “true” and “false” (default). If set to true, Intellix will remember your correction, e.g. for OCR errors. Say, a customer Point and Shoots “Coca Co1a” and corrects it to “Coca Cola”. In the future Intellix will do that correction automatically. So, you should set that to true for anything like Sender, Recipient,… and you should set it to false for things like invoice numbers, VAT Ids, numbers or dates.
- Extraction Parameters-Attribute “CanUseFixedValues” - you can choose between “true” (default) and “false”. If set to true, Intellix will also learn things that were typed by the user instead of using Point and Shoot. Otherwise Intellix will only learn things that were Point and Shooted by the user. Again, you should set that to true for anything like Sender, Recipient,… and you should set it to false for things like invoice numbers, VAT Ids, numbers or dates.
DO NOT rename any of the originally existing fields, as some of the field names have hard coded functionality within the algorithm.