Worldox Professional

At some point, you may need to replace your Indexer workstation, as hardware will eventually and inevitably fail.

For information on the Indexer workstation's minimum requirements, see: Minimum System Requirements

Setup:

The Indexer workstation must be connected to the network, and in addition, the following steps should be made:

1. Disable Windows Automatic Updates

2. Install the free Adobe Reader

3. Install Microsoft Outlook
   

   Note :  This is optional, and only needs to be completed if you file emails to Worldox and you wish to be able to perform text searches for email messages.  It simply needs to be installed (no configuration is required)

4. Ensure that the Indexer Windows user is a local admin and has the same permissions and drive mappings (preferably using login scripts or group policy to map the network drives) as on the old Indexer workstation.  Also ensure that the Indexer user is a local administrator on the PC.

5. We recommend setting your UAC as described here:  UAC Settings
   

Note:  We've seen one site where the following anti-virus software adversely effected the Indexer process:  ESET NOD32 Antivirus and the ESET Smart Security Suite Kernel Service.

Once you have completed the above steps, contact Trumpet support to re-configure the Indexer and, if applicable, Symphony OCR and Symphony Profiler Processor software.

Worldox Cloud

Firms using Worldox Cloud need not be concerned with this particular article as you do not have a dedicated workstation for the Indexer software (the Indexer software is running on the Worldox Cloud Server).