Enabling and using full-text searching in ProLaw

Monday, April 30th, 2012 | ProLaw Case Management | Mike Smith

By default full-text searching is disabled in ProLaw.  If you are using ProLaw for your DMS, document management (no other software such as Autonomy integrated) then your firm will likely want to implement full-text searching.

Assumptions for this guide:

- Administrative access to ProLaw

- A ProLaw Agent instance running in your environment

 

Step 1 – Enable Full-Text Searching

This option needs to be enabled in the system preferences, but this alone does not enable indexing.

Open the Matters module, then Tools menu and “Preferences” and navigate to the “Documents” tab.  Enable the “Full Text index documents” option:

 

Step 2 – Enable Indexing

Once the option to full text has been enabled, you need to schedule the indexing for the ProLaw Agent to run.  Depending on your server load, number of documents, and what computer is running the agent, these settings can vary.

From the ProLaw Dashboard, navigate to Tools -> Setup -> System Preferences.  Then open the Agent Schedule tab.  What wee need here are 2 separate items: Refresh Full Text Index and Recreate Full Text Index.

Refresh Full Text Index: This is the job that indexes the actual text-searchable documents in ProLaw.  This can be run on any time interval, so test your environment to determine how long this job takes, and then schedule accordingly notifying users of the time between indexes so they know how long to wait before text searching for a document.

Recreate Full Text Index: This job is not required, but running this once every month or quarter to avoid any potential database corruptions.  This job will take longer than the refresh since it will re-index all documents.

To set these tasks up, simply click the “add” button, select the job and timing from the various pull downs and then close the options:

 

Step 3 – Using Full Text Searching

To use full text searching, you must open the Events module and change the view to Documents.  Then below all the fields will be a dialog box where you can enter your search terms, including quotes or boolean words such as AND or OR:

 

 

 

Tags: , , , , ,

You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

Page 1 of 11

Leave a Reply