HomeGuide Archives:: Worldox GX4Indexer & IndexingWhat is the Indexer?

11.2. What is the Indexer?

Worldox Professional

 https://www.youtube.com/watch?v=N37TTKsSRd4

One component of the Worldox document management system is an application called the Indexer.  The indexer performs background processing to ensure the Worldox index files are kept up-to-date.  This application must run on a dedicated computer referred to as the Indexer workstation.

Indexer Workstation  The Indexer workstation must be used exclusively for performing Worldox indexing operations, and needs to remain logged on 24x7.  For this reason, users may not use the Indexer workstation for day-to-day operations such as scanning or regular office use.  Its sole job is to be logged on for the various document management software applications that your firm uses.

Indexer Software — The Indexer software is one of the programs that run on the Indexer workstation.  Worldox offers the option to run the Indexer as a Service ("IaaS"), or you can stay with the traditional method of running it as a normal application.  Obviously, when running as a normal application, the Indexer needs to stay logged in for the Indexer software to function.  

The Indexer software keeps the Worldox indexes up to date. The Indexer software does a nightly rebuild to update the profile information and the text information for text-in-file searching.  It doesn't actually *store* any documents.  Its job is to connect to the server location where your documents are stored and look for what has been added and what has changed.  This keeps the "indexes" updated so that you can search quickly.  See below for a screenshot of the Indexer software:

Indexer not running:


Indexer running:


Legacy Indexer Running:

 

Hardware Requirements

Minimum system requirements for the Indexer PC can be found here: Minimum System Requirements

Requirements for the Indexer service account:

- Full rights to the network Worldox folder 
- Must be a local machine admin
- Must have “full control” permission to all files to be indexed (i.e. Docvault plus any other legacy cabinets)

If Worldox enhanced (Active Directory) security is enabled:

- The Indexer service account must have Account Operator permissions 

Port requirements (if running Indexer as a Service):

Port 5009 is needed by WD IaaS — The installation process will attempt to open that port on the Windows O/S Firewall.  If you have a 3rd party firewall installed, you will need to open port 5009 manually following that firewalls methodology for opening a port.  

Special Note:

The only Worldox recommended "safe way" to reboot either a Server or Indexer — You MUST do the following:

> Log on to the Indexer PC
> Pull up the Worldox Indexer Console
> Click 'Stop' to take out of 'Server Mode'   

It is then safe to reboot the server or Indexer.  After the server and/or Indexer is back up: 

> Log on to the Indexer PC   
> Pull up the Worldox Indexer Console   
> Click 'Start' to put the Indexer back in 'Server Mode'   

Worldox Cloud

One component of the Worldox document management system is an application called the Indexer.  The indexer performs background processing to ensure the Worldox index files are kept up-to-date.  This application runs on your Worldox Cloud server.

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