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ZyINDEX Manual - Orion Township Public Library

1. 14 Start application The ZyLAB application that is started 15 End application The ZyLAB application that is ended 16 Start function The ZyLAB function that is started 17 Stop function The ZyLAB function that is stopped 18 Open Job The job that is opened 19 Close Job The job that is closed 20 Delete Job The job that is deleted 21 Create New Job The new job that is created 22 Create New Job template The new job template that is created 23 Create document The document that is created 24 Create page The page that is created 25 Export page The page that is created 26 Enable audit trail Audit trail is enabled 27 Disable audit trail Audit trail is disabled 28 Change audit trail index The audit trail index that is changed 29 Change audit trail event The audit trail event that is changed 30 Generate PIN code The PIN code that is generated 31 Enable add document fields Add document fields is enabled 32 Disable add document fields Add document fields is disabled 33 Create redaction A redaction was created 34 Modify redaction A redaction was modified 35 Delete redaction A redaction was deleted 36 Create TIFF conversion A TIFF conversion was done 37 Delete TIFF conversion A TIFF conversion was deleted 38 Import user group A user group was imported 39 Delete user group A user group was deleted 40 Change user group A user group was changed 41 Chan
2. ii 76 A e dbe 77 A ana 81 Settings ue ie O 82 GJOUPS iaia iaia 85 Users e ku i he ea dd AREEN 90 Search USers Groups vecccscscscoscssocccsececcecacsonscesscceeseceenstassensevecceessccececeusvuesenss 102 XML Backup ii olii ol aR eae eal 104 About Audit Trail alare 106 File System Network Security ii 115 Create an NTFS Security iINdeX ii 116 Set General NTFS Security ii 117 Set Index NTFS Security iii 120 Document Repository Security ii 123 Create Document Security INdeX i 124 Set up Timer Service a eius 125 Document Security via the web and IIS aa aaa nen nene nene eee vene nene are zeses 127 Create Edit or Delete Document Groups nene nene eee vene enen eres eee eee 128 Set Access Masks for Document Groups nene near eee eee vene eren ee eee 131 Document Security Search OptimizationS i 132 Functional Application Security i 133 Functional Security arenaria aaa nia nea 134 Functional Security Index ii 135 Functional Security Webclient ii 137 Roles and their default Functions aaa aa aa aa an nena anen enes enene ee enen eees eve eeeses 138 About XML Wrapper ii 154 Create an XML Index italia 155 Create a New Job Template i 157 Importing Electronic Files with Co
3. EZ ZyLAB Database Settings Wizard JOE Define your connection to the database You can use ODBC OLEDB or native drivers C Annotations_MySOL sdl a DJ nnotations_Oracle sql a C Annotations_SQLServer sql Ka Use Double Quotes Database Use existing Create new Create new and drop old Geo Ciao 11 First the connection method of ZyINDEX with the database needs to be defined For this the Connection String needs to be constructed Click the Construct button The Construct Connection string dialog appears Za Construct Connection string Provider Ka Dsn SQLServer v Retrieve Remote SOLServers Define the connection method and choose one of the three following methods Provider If you want to connect to the database using OLE DB as the connetion method select an OLE DB Provider from the dropdown listbox 74 Dsn If you want to connect to the database using ODBC as the connection method select a Data Source Name DSN from the dropdown listbox A DSN is a data structure that contains the information about a specific database that an Open Database Connectivity ODBC driver needs in order to connect to it It is created beforehand via the ODBC Data Source Administrator program Included in the DSN is information such as the name directory and driver of the database and depending on the type of DSN the ID and password of the user SQLServ
4. Search Users Groups Conditions You want to search on a specific user or group name Instructions 1 Goto ZyINDEX gt Security 2 Select Security gt General gt Groups or Users gt Import Groups or Users 3 Select as Source from the dropdown listbox the Active Directory 4 Select an Organizational Unit 5 Click on the Search User Group icon lia The Active Directory Search dialog appears 6 Define a search value 7 Click OK Result You have searched on a specific user or group name 103 Expand this level recursively Conditions You want to search for users groups on a specific part of an organizational unit Instructions 1 Go to ZyINDEX gt Security 2 Select Security gt General gt Groups or Users gt Import Groups or Users 3 Select as Source from the dropdown listbox the Active Directory 4 Select an Organizational Unit For example Sales 5 Ifyou want to expand the level of the selected Organizational Unit click the Expand this level icon This will result in for example the sublevels Sales UK Sales US and Sales Europe To view the sublevels select the dropdown listbox Organizational Unit 6 If you want to expand once more click the Expand recursively icon This will result in for example the sublevels Sales Netherlands Sales Germany Sales France for the sublevel Sales Europe If you want to return to the previous level select the Expand this level icon again
5. Create a standard index Conditions ZylNDEX is open Instructions S 1 Click the BUILD icon Build 2 Goto File gt New Create new index dialog Short name Example Long name ZyLAB Example Index Create index using Index wizard i Audit trail database Contract Management Digital Signature eDiscovery Dani A eli 3 Enter a Short name max 8 characters 4 Enter a descriptive Long name max 80 characters Use the name to describe the contents of the index 5 Click OK Result You have created a standard index Important Once saved the short Short index name cannot be changed To change the Long Index Name see Change the Long Index Name page 45 Create an advanced index Conditions ZylNDEX is open Instructions ez 1 Click the BUILD icon Build 2 Goto File gt New Create new index dialog X Short name Example Long name ZyLAB Example Index Create index using ex wizard udit trail database ontract Management igital Signature Enter a Short name max 8 characters 4 Enter a descriptive Long name max 80 characters Use the name to describe the contents of the index Select Index Wizard 6 Click OK Result Step 1 Locations and language page 6 of the Index Wizard appears Step 1 Locations and language Conditions You are creating an advanced index Step 1 Locations and language of the Index Wizard is
6. Enables logging of ZyINDEXImport exe For more information on logging see Logging Extracts zipfiles directly to index data directory structure Used in combination with f to locate the zip file 164 Examples To explain the different arguments and the combinations in which they can be used a number of examples are given below Tip To keep an overview of what you re doing type your arguments in Wordpad or a similar program first then copy amp paste the whole command line Examples Copy files from your local folder to your local index and leave the local copy C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder i C ZyLAB Data Indexes MYINDEX Move files from your local folder to your local index C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder i C ZyLAB Data Indexes MYINDEX m Move files including the ones in subdirectories from your local folder to your local index C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder i C ZyLAB Data Indexes MYINDEX m r Move files from your local folder to your local index and automatically add a fieldvalue field names are already defined C Program Files ZyLAB Information Management Platform Bin ZyIndexI
7. 7 Select the sub level you want to search via the dropdown listbox Organizational Unit 8 Click the Load button Result You have searched for users groups on a specific part of an organizational unit 104 XML Backup Conditions You want to backup or restore users groups and or profiles Instructions 1 Goto ZyINDEX gt Security 2 Inthe General folder select XML Backup The Security XML Backup screen appears ES zyINDEX File View Options Help a Di x gt Jae DI Security XML Backup N General LI Settings DI Groups Object Types Rec Users Backup Restore IM users LUI Audit Trail Publish 1 File System Network Security i Document Repository Security Ss BH Functional Application Security Web Client File 8 SecurityXml_1 xml Security Options FW Groups MW Profiles Export to XML file T Overwrite existing file IV keep original object id s Concepts Ey Field extractor im Workflow Restore from XML file File Options M Assign original object id s if possible IV Restore all objects present in the file selected object types will be ignored M Replace existing objects warning existing data will be permanently deleted Define the Object Types you want to backup restore Choose from Users Groups Profiles Profiles describe the relations between users and groups memberships as well as sub group relations For example
8. Creating archives ZyINDEX creates and manages archives that contain all your scanned paper documents and electronic files Just point to a location folder in your network and ZyINDEX will index all the electronic files in this location ZyINDEX supports over 370 different electronic file formats such as Microsoft Word Microsoft Excel Microsoft PowerPoint Adobe PDF Microsoft Outlook PST files ZyINDEX can create as many archives as you need for your company and each index can contain millions of scanned pages or Gigabytes Terabytes of electronic information With the ZyFIND search program you are able to search all the indexed documents Other functionality ZyINDEX can automatically update your index with new and changed documents With the archiving function information selected on the scanning date or the manual indexes can be deleted or moved to other archives Information in the searchable archives can be published to any media type CD ROM DVD ZIP and more so that you can easily transport archive copy or distribute information One CD ROM can hold up to 15 000 scanned pages plus the free ZyLAB search engine non commercial only NTFS security can be set on indexes and documents through the file system The optional Security Module goes one step further and allows you to set NTFS security through the ZyINDEX interface and set security on specific documents based on the manual indexes and the functionality of the ZyLAB
9. Ctrl lt Shift Home Shift End Ctrl L Ctrl P Arrows Page Up Page Down Ctrl G Ctrl Ctrl Ctrl Del Ctrl F
10. Ifyou do not want to inherit the default user group for a role deselect the option Inherit from Zylmage roles To enhance security it is recommended to create separate users groups which are allowed to work with this webclient 138 Roles and their default Functions In order to keep the configuration of Security easier different roles are created These roles are created during the installation and are stored in the initgroups xml file a description of the different roles be found in the security xmi file both files are stored in the users folder ZyLAB Data Users Administrators can set rights via ZyLAB to specific files or folders of the index and the corresponding data directories For every separate index different user roles are available Guest User Editor Administrator Every role can be attached to a group for which rights on index related NTFS objects can be set Groups can be every ZyLAB group but NT security can only be changed with imported NT groups Functional security can be set with every group type The authentication of the users will be done automatically with use of the NT domain security The different roles that are available by default are given below The options for the different user roles are default and can be changed if required general zyimage roles zyimage_admin zyimage_editor zyimage_user zyimage_guest zyscan_user zyalert_qc_user index roles index_admin index_editor
11. Data sources ODBC gt tab System DSN and add to choose the right type of database In Windows NT the Data sources ODBC can be found right under the control panel Below is an example for an ODBC set up for Microsoft Access A name and description for the coupling have to be made With Database gt select one can connect with a database 60 ODBC Microsoft Access Setup ej Data Source Name sample Description opec sample Cancel Database gessi Database Help Select Create Repair Compact Advanced System Database t None C Database Pare Options gt gt Now we have made a connection to the database via a data source If we hook this data source up to an index the database and ZyINDEX are connected to each other First an index has to be made In order to get the fields synchronized check the synchronize fields box and select the appropriate DSN the data source you just created and the table of the database you want to synchronize with This function can be found in step 5 of the Index Wizard Create an advanced index page 5 Note You can only select one table in the data source per index Select Define Fields and views to define a field and specify in the ODBC tab of the New Field Definition dialog whether it should be synchronized with the data source of the index Note that this section of a field definition is not enabled if no data source is sel
12. IN TESTIGO oscense O IN ETT O ernest i INN CTC i Perse sn i Revere O eremo Od Part fe eee TT 146 pese A ia CAN COCO IE fe DI pesi e A A y AA Fine A INT COCO O 147 ZyFIND CESTO E CA AF FE en eaee e a T at sete e T a tienta anse e rieron soni e T ne tenio e Ragioni NT ZyFind Options Audit Trail Options yo DN presiononion yA Table of Contents Options yo lv EXE menso Ju eno Persona re i oren pas mamen IT ve mes IT Foes ras ocn Ju en ne comer N Eb 5 00 some ose mene 7000 0700 000 IE ESTOS 7000 070 000 IE ETT TITO mot E ET TITO CTO CAS CASI CAS IE res Jese TT mooo yep NS I oes Crentenew oveent oleion NON TOTO I CAS CA NS DE ESTOS CS 070 I I copybocument NJ prete pome T CI opio ewer pemn opens o h CN EIN 149 CT coy eee pere mre ooo h er s TJ CI eer pomon rin bon T oe T i A FE e Od T T een i A A rn NITTO ia NITTI Zy ALERT All User Roles are allowed to perform ZyALERT functions Part Function Windows Add Index Add Special Alerts Add User Delete Alert Delete Index Delete User Edit Alert Edit User Generate Report Install Service New Alert Quality Control Set Options Start Table Maintenance View Logfile Part Function Webpages 151 ZyLAB
13. Stop TIMER or close ZyINDEX to end the process 13 After the process check the values in the schedule If a process wasn t completed successfully it will be noticed by the value of the Last Update column Result You have scheduled indexing The index will be processed on the specified time and with the defined action s 33 Scheduled indexing automatic Conditions ZyINDEX is open You want to build the index automatically when new changed documents are added Instructions 1 Check if Enable Quick Build is selected ZyINDEX gt Options gt Global Settings gt Index preferences 2 Click the TIMER icon Timer 3 Goto File gt New The Add Index dialog appears hdd index Index directory Index name Last update Hour 9 lt July 2009 gt lt gt lt gt Minute 17 t 2 3 4 5 6 7 8 M0 li 12 13 14 15 16 17 18 193202120 KET 2425 26 27 28 29 30 31 Frequency O Every 1 1 minute s Action add O Every 1 IS hours O Every 1 MI day s Update O Every 1 weeks C Optimize O Every 1 1 month s 4 Click Select 5 Select an index 6 Click OK 7 Select Quick build 8 Select Automatic mode Result As soon as files are added or changed TIMER monitors modfiles mdb to make this possible TIMER will automatically build the index Only new or changed files are added to the index Note Please note that only changes that take place in ZyINDEX
14. ZyFIND or ZySCAN are added to the Index For example users might modify files outside of these products if a hard drive of users active edocs has been indexed and in this case to see the changes an Add Update Optimize Build should run 34 Scheduled indexing service Conditions ZyINDEX is open Instructions 1 Selectthe TIMER icon Timer 2 Add schedules to the list See Scheduled indexing manual page 31 and Scheduled indexing automatic page 33 3 Goto Timer gt Service Install Timer as Service use local system account Domain Mame ZYLAB User Nam john Password 0000000 Temporary directory CiZyLAB Data Temp Process priority O High Normal O Low Install Service Cancel Fill out the Domain Name Fill out the User Name Fill out a Password Set the Process priority Os Ot LU Browse for the Temporary directory Define the Number of seconds before assuming indexing thread in hung state This will stop and start the TIMER service if TIMER started to index a document opened by INSO and INSO does not give a reaction anymore After the restart the document is stored in the exclude list 10 Define the Number of seconds to allow the service to finish This is the amount of seconds the service is allowed to use for finishing indexing after stopping of the services 11 Click OK 35 Result The Service will be added
15. files from your local folder to an inter intranet index and add advanced security C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe m f C Documents and Settings User Desktop MyFolder h localhost c WebClientName n LongindexName u username p PassWord01 a 166 Logging If you encounter problems while archiving with ZyIndexImport you can add d to your command line This enables logging of ZyIndexImport exe The logfile ZyIndexImport log is written to the temporary folder as specified in the TEMP environment variable When multiple instances of Zylndexlmport are running the log is written simultaniously and is not locked Loss of logging information is possible Also each new time you re logging old logging information will be lost You can use d for both local network indexes and inter intranet indexes Contact us for more information 167 Define field names Create an index and define field names When creating an index with xml wrapper using the Index Wizard define a plain text field as follows In Step 5 Define Fields click Define Click Add Definition Fill out a Name Select the Index tab Select Module field gt XML Wrapper Click OK twice Now FP WN PF Continue with the Index Wizard Edit an index to define field names To edit an index open it in ZyINDEX File gt Open then click the Index Settings button Select the Define fields
16. 18 Note For more information about adding fields values see the ZySCAN manual gt Add fields The Primary field is related to ODBC synchronization The Primary field checkbox is disabled when an existing field definition is being edited The option is only enabled for new field definitions This is to protect the user from promoting an existing field to a primary key while duplicate values might exist in the repository which would introduce a corrupt primary key and cause unpredictable behaviour For more information see the Review Guide Configuration and Using ODBC Synchronization Obtain as document property from electronic file means that in case you give in the same field definition as the document properties in this electronic file the content of this file will be put in the files of ZyFIELD Add new documents to the TOC folder specified in the field value means that all new documents with this field definition will be put in an upfront created folder with this field definition in the table of contents If you want to use this option make sure that the index setting add new documents to the Table Of Contents is selected see Step 4 Settings page 11 The Start and End delimiter are related to Case Authorization For more information see the Review Guide Configuration Case Authorization The Start and End delimiter are also used for searching XML Wrapper Module fields For more information see the ZyFIND manual gt Fiel
17. Files ZyLAB Information Management Platform AddOn Publish files English 8 If you made some changes click Apply 9 Click OK 10 Make sure the General tab is selected 11 Select the different parts that have to be published Browse for a path to publish to Select the path where the published files should be copied If you plan on publishing a CD ROM you should copy these files to a CD ROM media after publishing If you plan on publishing to a Jazz drive or another re writable medium you can publish directly to the media 47 Keep in mind that you need to have enough free disk space Note that PUBLISH estimates the storage overhead on the CD based on a typical publication However in case you are publishing many small files the size of the storage overhead i e the CD directory will be relatively large In that case we advise you to decrease the predefined capacity of the volume you are publishing to Copy index files copies the index files to the publishing media and should always be enabled if the person who is going to use the CD doesn t have an installation of ZyINDEX Copy search engine is an option to create a self contained CD so you have an installation of ZySEARCH on the CD as well An installation of ZySEARCH is only necessary in case ZyFIND is not installed on the computer of destination ZySEARCH has the same functionalities as ZyFIND Note If copy search engine is checked please make sure that the latest s
18. From Recorded By Recorded 51 10 11 Date Reference Revision Date Revision Notes Revision Number Secondary Author Section Security Source Status Typist Version Date Version Notes Base File Location and Version Number are extracted If you selected File System select the File System tab Select the system file properties you want to extract For example File name and Date created Click Apply If you selected Field Extractor Create key fields with Module field XML Wrapper first Select the Field Extractor tab Browse for the correct Field Extractor file This is an XML file To create one see Create Field Extractor File page 54 Click Open Click Apply XML and HTML files must be indexed using the indexing format ANSI Nowrap instead of AutoSenselNSO Otherwise the delimiters in the files will not be indexed and therefore cannot be used to extract field information Select the custom data folders icon In the ZySCAN Text Files tab select the xml folder and double click in the right hand pane on Format Select from the dropdown listbox the ANSI NoWrap value and click OK Click OK Result You defined an index with XML Wrapper and defined the data you want to extract while indexing Now you can add documents to your index and build it Remember to select the option Extract data before clicking GO 52 Create Concepts File Conditions You have created an ind
19. Test Backwards compatibility options Legacy 32 bit limited index size 10 GB 5 Define a new Long name 6 Click OK Result The Long Index Name is changed 46 Advanced Indexing PUBLISH allows you to put your indexes on removable media such as CD ROM DVD ZIP and Jazz drives You can search your documents with ZySEARCH which is published together with the indexes However if you want to work with your published documents i e split merge etc you need ZyFIND Publishing your index es means that you can carry your data around This is a great advantage when you are always on the road but still want to search your documents For example service technicians can search their manuals without carrying along all their heavy documents Conditions ZyINDEX is open The index you want to publish is working correctly You have enough free space on your local hard drive to publish to Instructions 1 Selectthe Publish icon Publish 2 Goto File gt Open 3 Select the index you want to publish 4 Select Properties and check the settings It is possible to create new media volume types where you want to publish your archive on In that case select New and fill out the Edit media properties dialog Click OK 6 Make sure the location of ZySEARCH is C Program Files ZyLAB Information Management Platform AddOn ZySEARCH Install 7 Make sure the location of Autorun files is C Program
20. ZyIMAGE User ZU ZyIMAGE Guest ZG ZyAlert Quality Control User Q ZySCAN User Z Click on a role for an overview of all the functions this role has access to 140 General All User Roles are allowed to perform General functions Part Function Audit Trail Update Audit Settings View Audit Settings NTFS Security Update NTFS Security View NTFS Security 141 ZySCAN Part DN TETAS impone IT impor sore peri 7 Ooo o i ee DN ee in need TT sc congrio i Part Job Create Template v vw aa ome ens NO eso CTN INN CET CEN ero CEN CEI CEI CASS CA FE Edit Field Definitions rai lo pp IN ine di m P N po TE CC C Poon CON CC AR ei O O CO CON CI A pemen saq N 143 Zy INDEX Part INN CCT UN cese manager Tu O feet Peter nie i etere i INN TC UN Part CCT T CI mena ee O E tes TT eins TT tera TT p rse ves TT IN CTE TT e mes vente Ju agite i ever E 144 ZA ine Javes seesue J ev mese JT testo dT A tines NITTO meneame 2 T A A is T T A Rete T a T Part ZA a dle IT di IT feste TO neve vero NOTO re CON CA ri I O ent OOO i a O O Fees eran TT O festoni Fi eres TT ie kumar togn IT Ji en TT 145 ZA err ses ew weitienintows e enciendes TO e A comiera TO recon en A e rateros TJ cenas TT foci sec i OOO o i ese dee set TJuT tetas TT feste seine TT e jas i nes TT nera pode N
21. all upper case characters to their lower case variants Thus A is mapped on a Bon b etc Furthermore a user searching an English index probably does not want to distinguish accented characters such as A A A and All these characters will be mapped to a For instance in the Swedish language these characters have different mapping numbers 65 Type of processing Five different types of character processing can be distinguished Token Hyphen Punctuation Apostrophe Unused Token processing In a typical character map all normal letters of the alphabet and all numbers are processed as tokens Token processing is normal Build an Index processing After processing is complete any string made up of characters receiving token processing can be the subject of a search In other words tokenized characters make up the words you search for Certain other characters while considered part of the Token set require special processing Hyphen processing Hyphen is the minus sign and is used as a connector in case a word at the end of a line continues at the next line Such a word is stored four times in the index as the word before the hyphen as the word after the hyphen as the word connected with the hyphen and as the complete word without the hyphen For example hard disk will be searchable as hard disk harddisk and hard disk In case you have a set of hyphens in a row it is possible that the Index engine doesn t under
22. appear this summary and additional help on publishing to CD ROM can be found below 19 Click OK 20 Close ZyINDEX Summary text Publish was successful xx Mb in xx files If you are creating a CD ROM you can now copy the published files under C PublishDir to a CD ROM with a CD write program Be sure to copy the same path C PublishDir and all of its contents to the target drive In order to create a self starting CD you must copy the files in C PublishDir autorun to the root folder of your CD ROM with the CD write program Publish was successful 0 25 Mb in 64 files If you are creating a CD ROM you can now copy the published files under C PublishDir to a CD ROM with a CD write program Be sure to copy the same path C PublishDir and all of its contents to the target drive In order to create a self starting CD you must copy the files in C PublishDir autorun to the root folder of your CD ROM with the CD write program Publish to CD ROM After publishing with PUBLISH you will have to use a CD writing program to create your CD Because there are several CD writing programs it is not possible to go into to much detail here However there are several general things you have to keep in mind Also some tips are given on how to make sure your CD will work correctly on other computers Tips for burning the CD after publishing 1 Copythe whole path If you used the default path to publish to C PublishDir make
23. are not allowed to perform this function Make sure you added users user groups to the roles who are allowed to perform this function Click on a role for an overview of all the functions this role has access to 6 Click Save 7 Repeat step 2 to 6 to define the permissions of roles for more functions Result You have added users user groups to roles and secured defined the permissions of these roles for functions within ZySCAN ZyINDEX ZyFIND ZyALERT ZyLAB Webserver or ZyLAB Federator All users user groups that are a member of a User Role have the same permissions Note So there are 3 security contexts ZyLAB Index and Webclient In the ZyLAB context the Webclient context will be ignored If a user has been assigned to more than one role within a context the stronger one from weak to strong Guest User Editor and Admin will prevail 135 Functional Security Index You want to define which users groups are not allowed to perform specific functions actions in a specific index Instructions 1 Goto ZyINDEX gt Build 2 Goto File gt Open 3 Select an index 4 Click OK 5 Click the Index Settings button Z 6 Select the Security tab Available users and groups ANONYMOUS ZYIMAGE Anonymous Everyone KRISTEL Kristel Wiegman ZyALERT_QC_ Users ZYIMAGE_ADMINISTRATOR ZyIMAg ZyLAB_Administrators ZyLAB_Editors ZySCAN_Users Enable default NTFS security 7 Selecta role
24. as long as you have access to that index you can search on every word that is in the index and hence know if the word s you are searching for are present The only thing is that the documents cannot be opened when you select a reference or do not even appear in the result list if you use the NTFS Security Module Once you have created a NTFS Security index you can assign NTFS rights to user groups You can enable user rights on for instance the wwwroot where web clients are called from This enables you to set rights for groups to access the entire website It is not intended for setting rights to individual web clients It is best to let an administrator first design a security plan and then enforce it That limits the chance that you get locked out As said earlier setting NTFS rights is usually irreversible NTFS rights with custom groups can only be set if you have chosen NTFS rights during installation or when the appropriate groups have been created on the domain NTFS group rights settings exist on the basis of user groups on the local domain or machine If you have not created user groups on the domain you will only see default domain user groups not the ZyLAB user groups Individual imported users will be seen by the NTFS security setting engine because these can be led back to their original NT user account You can set rights for specific indexes and data This enables individual settings per index Once again bare in mind that
25. from the dropdown listbox Locations and language Modules Data folders Settings Define fields Advanced language settings Security Select a role Index Administrator v Selected users and groups AP fcr nie ve vLAG Administrators Inherit from roles 8 Add remove users and groups assigned to a role with the arrow buttons 9 Repeat steps 7 8 for all roles 136 10 Click Enable default NTFS security 11 Click OK Result You have defined which users groups are not allowed to perform specific functions actions in this index Note If you do not want to inherit the default user group for a role deselect the option Inherit from roles To enhance security it is recommended to create separate users groups which are allowed to work with this index 137 Functional Security Webclient You want to define which users groups are not allowed to perform specific functions actions in a specific index Instructions Go to ZyINDEX gt Webclient Select a Webclient Go to User Roles Select one of the roles Click Add Select a user or group you want to assign to this role Click OK Repeat steps 5 7 to add more users groups to this role On 09S A eee A at To remove a user group from this role select it and click Delete Result You have defined which users groups are not allowed to perform specific functions actions in this webclient Note
26. lappengjall module fields ignore add to comment setting CI Export els tronic document properties to xml wrapper Mete enabled Appendflectronic document properties at end of indexed text 58 axonomy Field Index A taxonomy enables you to classify and manage your documents based on hierarchical structures An existing taxonomy may be linked to a ZyINDEX index ensuring faster and more precise access to relevant information The classification values will be part of the document stored as field values belonging to the field Taxonomy This enables dynamic structuring of information which saves storage space and enhances search capabilities Instructions First create a Taxonomy index Open ZyINDEX gt Build Go to File gt New Fill out a Short name max 8 characters 1 2 3 4 Fill out a Long name max 80 characters Describe the contents of the index in more detail 5 Select Taxonomy Field Index 6 Click OK You have created an index with a Taxonomy facet field which is linked to a taxonomy Click Define Fields N 8 Select the Taxonomy field 9 Click Edit definition 10 To replace the Value file name the taxonomy click Browse 11 Fill out the new File name 12 Click Select 13 Click OK twice 14 Add documents to your index and build it 15 Open ZyFIND and the index you just created 16 Search your documents 17 Add taxonomy field values via ZyRESULT or ZyVIEW Select the
27. old The option Use double quotes is selected by default This will minimize the risk of failure when generating the database Click Generate The database is generated Click Next The Connection String you defined is copied You only have to define a separate Username and Password This user is allowed to view and change data in the tables Click Test Connection If the connection is not correct try using other settings Click Next To retrieve data from the database select the correct SQL Dialect As a rule of thumb select a dialect that corresponds with the chosen database engine Click Next Click Save Click Finish Click Next Define Step 6 Security page 20 Click Finish Result You have created an index Also you defined the database settings and created an ado xmi file that will create a link between the ZyLAB index and the database Note Run this wizard during the creation of an index The connection can only be made if the Database Fields module has just been added If you want to create a new connection to another database or other fields the module must be removed and added again Then you need to run the wizard again to create the connection 76 O ZyLAB Analytics Server When ZyLAB Analytics Server is installed part of ZyLAB Analytics Bundle you can analyze single documents opened in ZyVIEW using ZyLAB Analytics Server see ZyFIND gt Working With Documents gt Analyze wit
28. one of the following options All Files and Folders Data Directories Index Character Set Index Directory Index Fields Index Noise Words Index Operators Table Of Contents The folders files directories character sets etc on which rights can be set will be listed and numbered Each folder file etc is accompanied by user groups on which rights permissions can be set Grey user groups g can only be viewed their rights are inherited Blue user groups g can be edited their rights are access granted Red user groups d can be edited their rights are access denied 121 5 Click on a user group for which you want to set edit or view NTFS Security rights The View Edit Permissions dialog appears Federator Set Password Dialog Webpage Dialog E View Edit Permissions Access permissions Name BUILTIN Administrators Users select Groups select Roles Apply onto Full control f Modify m en Read and execute e Read r List folder contents I Write w Apply these permissions to objects and or containers within this container only file C Program 20Files ZyLAB Information 20Managemel 3 My Computer 1 For each group you can select Users Groups and Roles from the dropdown listboxes 2 The rights permissions may be applied onto This folder only This folder subfolders and files This folder and subfolders Th
29. open Create new index wizard Step 1 Locations and language Index directory CH ZyLAB Datal Indexes Data folders New data Folder For each year i Noise word list English i Long name Indexo1 Backwards compatibility options Use Windows code page Legacy 32 bit limited index size 10 GB Instructions 1 In Index directory you can change the location Index directory where you want to store the index Click the Browse button to select a new location Put the index on a shared network drive if you want to share the index with others 2 Specify whether new data folders have to be created for each year month week day or guid Globally Unique IDentifier This allows you to physically separate data per time frame or identifier 3 Choose the language for your Noise Word List Noise words are frequently occurring words with little relevance when searching an index for example and the to in etc Select the language of the majority of the documents that will be in your index If necessary you can combine word list languages to cope with multi language indexes Edit noise words and character map page 63 4 If necessary you can change the Index s Long name This is the name you gave to the Index in the Create new index dialog Create an advanced index page 5 5 If you want your Index to be backward compatible select Use Windows code page then select the language you
30. records that have changed while the document has remained unchanged To make sure that the values of the linked fields match we advise using barcodes that correspond with the documents during scanning Recognizing the barcodes during scanning is very reliable and it is easy to print barcodes from a database The procedure to process the documents has to be the following Enter the information for the document in the database Print a Barcode containing the value of the primary key field on a label and stick the label on the first page of the document Alternatively you may print the barcode on a white page that can be used as a front page and as a patch page when scanning the paper documents Scan the document Build the index Now the key field info is copied from the database to the corresponding document When the document information within the database changes the key field information within the document will be automatically updated during the next index update The following steps implement this operation Create a system data source DSN in the control panel of your system for the database e g Access database that you want to synchronize fields with It is recommended to make a system data source because a user data source can only be used on the machine where it is created and is only visible to the one who created it In WIN2000 you have to add the type of database via Control panel gt Administrative tools gt
31. settings are basically irreversible and limited to the installation type 116 Create an NTFS Security index Instructions Open ZyINDEX gt Build Go to File gt New Fill out a Short Index Name max 8 characters Fill out a Long Index Name max 80 characters Describe the contents of the index in more detail Select Index Wizard Click OK Click Next Select NTFS Security and use the arrow to the right to select the module RO 007 o gv O i ES Click Next four times po o Select Enable default NTFS security Click Finish e e N e Click on the Now button blue triangle to build the index for the first time Click Go 14 Click OK to finish the build process Eb WwW Result You created a NTFS Security index 117 Set General NTFS Security Instructions O 1 Goto ZyINDEX gt Security A 2 Select File System Network Security 3 Select General from the dropdown listbox 4 Select from the Section dropdown listbox one of the following options All directories Bookmarks ZyALERT default ZyIMAGE directories ZyIMAGE License ZyIMAGE User ZyIMAGE Webserver ZyINDEX Default ZySCAN Default The folders files directories etc on which rights can be set will be listed and numbered Each folder file etc is accompanied by user groups on which rights permissions can be set Grey user groups g can only be viewed their rights are inherited Blu
32. sure you use the same path for burning the data to CD So drag and drop the folder PublishDir to the CD writing program Do not reparent 2 Volume labels are case sensitive With all CD writing programs you will have to give a volume label or volume name to the CD you will burn Make sure you use exactly the same volume label you entered in ZyPUBLISH It is also very important you use the same case for each letter 49 The autorun files have fixed locations The autorun files makes the installation of the CD very easy for the user They consist of several files that should be on the CD on specific locations After burning your CD the Welcome htm and Autorun inf files should be in the root of the CD together with the folders Bin html and images If you used the ZyPUBLISH default autorun files location C PublishDir autorun you have to reparent these files with your CD writing program so they will be burned to the root Make a disc readable on more than one operating system Not all CDs can be read by all operating systems much depends on what file system and filenaming option is used when the disc is created If you need to make a disc readable on more than one operating system keep these points in mind If your CD is going to be used on early Win95 before OSR2 computers or on computers with old CD players the number of folder levels between the root of your disk and the deepest data folder should not exceed 8 levels If thi
33. the subsequent new index in the series Result The index is converted to a series template and the Timer Service is activated to create new indexes in the series according to the cutoff rules 57 Forensic Investigation Unicode Index The Forensic Investigation and Forensic Investigation Unicode index template allows users to index information more quickly as some of the search functions for the indexed data are disabled Search options such as fuzzy search and reverse search are disabled which will increase the indexing speed PDF files are indexed using the standard filters and not with Adobe Reader Acrobat The Unicode version of this index template allows larger sets of indexed files and uses Unicode allowing you to index different character sets in one index The settings shown below are for an index created with the Forensic Investigation template As you can see only three options are selected The option Index compressed files in Advanced Index Settings allows you to index documents of compressed ZIP files Password protected ZIP files cannot be indexed but will be logged Define fields i Advanced language settings d Securit Locations and language Modules Data folders Settings 1 Index PDF files with Adobe Acrobat Reader _ Index msg attachments requires MAPI Index compressed files Index non recognised file format as ASCII Append modile fields at end of indexed text C
34. two fields for example Translation and Number For the Translation field go to the Search tab and define one or more values for the Associated field values are separated by a comma In this case you will use the value Number Now if you search the index and view documents in ZyVIEW you can find associated documents via Actions gt Find Associated Documents You will find all documents with the same value s for the Translation field 62 Field Definition Option Use for visualization r New Field Definition E Y E mS xe Name Type Index Search View Edit ODBC Lookup MJA E Input required for searching F Show in result list Maximum length 500 E Use for visualization Value separator V Enable full text search Associated field ZyINDEX gt Build gt Define Fields gt Define gt Add definition gt Search tab The option Use for visualization enables you to refine your search results by filtering on the content of the field see the ZyFIND manual gt Refine Your Results For the Single select list field the Multi select list field and the Logical field Use for visualization is a default option Also see the ZyLAB Web Client Manual gt Refine your Results Once the Use for visualization checkbox is selected you can define the Value separator the default value is a comma The defined delimiter will be used for dynamic filtering Refine your Results i
35. want to use Note the following The Index can only be in one language The Index size is limited to 10MB It is recommended not to use this option 6 Click Next Result You have completed step 1 Step 2 Modules of the Index Wizard appears Step 2 Modules Conditions You are creating an advanced index Step 2 Modules of the Index Wizard is open Create new index wizard Step 2 Modules Select modules Audit Trail Database Fields Document Security NTFS Security Record Management and Archiving Workflow Management XML Wrapper Instructions 1 If necessary select a module and transfer it to the right panel using the arrow kaza 2 If you want to de select a module select it and transfer it to the left panel using the arrow e 3 Click Next Result You have completed step 2 Step 3 Data folders appears Note The XML Wrapper allows you to add fields to electronic documents of any format For more information see the ZySCAN manual gt Add fields to electronic documents Step 3 Data folders Conditions You are creating an advanced index Step 3 Data folders of the Index Wizard is open Create new index wizard Step 3 Data folders Standard data folder C ZyLAB Data Index Data Index C Index files relative to the standard data folder Custom data folders C Copy files that have index errors Destination directory Instructions 1 Specify th
36. 98F9 4225 A5CB 68D125C087F7 lt 1D gt lt TYPE gt 11 lt TYPE gt lt APP gt ZYF IND EXE lt APP gt lt DATE gt Wish lists xls lt DATE gt lt USER gt ZYLAB Gerry as ZyLAB Anonymous User 9B2473D0 4FC5 1348 AA20 D1FEDF5E629C lt USER gt lt COMPUTER gt ZYNLWS0230 lt COMPUTER gt lt DOCNAME gt Wish lists xls lt DOCNAME gt lt DOCPATH gt C TEMP CULLING INPUT lt DOCPATH gt lt INDXNAME gt lt INDXNAME gt lt INDXPATH gt C ZyLAB Data Indexes ZyEXAMPL lt INDXPATH gt lt DOCFLDS gt The fields displayed contain the audit trail information see table below These are stored in the audit database The additional XML file can contain more information on the event for example the result list from ZyRESULT The following table shows the available fields and a description of their contents Type The reference number of the action that was performed by the user see he following table for a list of these numbers and their descriptions 110 Document name Document Path Index name Index path Info Last modification date Filename Path Creation Date Size Document on which the action was performed by user if applicable Path of this document Index on which the action was performed by user if applicable Location of this index Additional event details depe
37. Create an advanced index i 5 Reuse an index template ennn anes enen eee sene ece eee ece vent ecen r ecen 22 Build H NA N rana d REEERE 27 TIMER Scheduled indexing sisine nana nanen en ne nene eee ee vente nene z ese zene e nenen cezeveses 30 Technical implications i 37 Maintainiyo f iindexes dt nns eene e a E eaa ES 38 Remove erase or delete an indeX cocccccccccoccconocnnnnnnononononononononononononononos 39 Changethelindexsettinpsa a eli iaia 43 Change the Long Index Name i 45 Advanced OO ii A 46 Publish on CD ROM i 46 Data EXtrattols c iii a 50 Create Concepts Fileic c ccccseecageseeccgeesesenaeeasesedusssedaguosececseesd doni sofer 52 Create Field Extractor File cciomc ios i 54 ae STISI TIT T S 55 Forensic Investigation Unicode Index aa auauuuaa an aaa aaa au nane ea au nane ea nee even rasave never e eee nie 57 Taxonomy Field INDEX ann aaa ee nena nanen ee ee eee venien emer eee ee penne eres e tezen rene emen 58 Synchronize fields and database records with ODBC n 59 Field Definition Option Associated field i 61 Field Definition Option Use for visualization iii 62 Edit noise words and character map ii 63 Using the Command line i 66 Database Settings Wizard i 69 Linking to ZyLAB Analytics Server
38. Depth Black and White 1 Bit mi Resolution 300 300 DPI xi Paper Size 44 210 x 297 mm i 184 These options are used in the ZyINDEX Timer process 185 Publish The ZyPublish Control Properties options let you add new drive types and capacities to the Volume type list The Location of ZySEARCH and the Location of Autorun files are also specified here ZyPublish Control Properties y General Known volume types Type Capacity Units Minutes ai Floppy Disk HD 1 44 Mb CD ROM 18min 158 Mb 18 Location of ZySEARCH C Program FilesiZyL4B4 Information Management Platfor Location of Autorun files C Program FileskZyLABMnformation Management Platfor Apply 186 Web Client These options are used in the ZyINDEX Web Client function HTTP root directory C Inetpub wwwroot Directory For temporary files C ZyLAB Data Tempi Default index DAA HTML editor HTML browser C Program Files Internet Explorer iexplore exe Web site 1 Run WebServer as Treat these user agents as search engines 187 Appendix A Hot keys ZyFIND Ctrl S Select Index es pr ZyRESULT Remove document reference from ZyRESULT Ctrl Del Delete document from disk Ctrl F Edit document s keyfields Ctrl A Select all ZyVIEW Home First page images only End Last page images only Next document in results 188
39. Name 3 Click Create to define a new document group for a specific User Group 4 Enter an Account name Click Create Click to define queries which are used to define a group of documents 6 Click Create Define the field values on which you want to base the document group that users are allowed to view search Click OK 7 Alternatively if you want to link a user field to an index field click Create with user field The contents of the document group will in that case depend on the user that logs in If for example each document in the index has a field Department you could create a document group with department Sdepartment If a user of Department Sales logs in then the document group is at that moment defined as department sales Select a field value from the dropdown listbox Click OK 8 Repeat steps 6 to 8 to create as many queries as you want Select the queries you want to use 9 Repeat steps 3 to 9 to create more document groups Result You created document groups 129 Note To define subgroups click 2 select the groups you want to add and click OK To change the name of a document group select it and click the Change the name for this group icon Me Change the name and click OK To delete a document group select it and click the Delete this group icon 5 Click OK Document Security Query Syntax The following syntax rules apply You can use the ch
40. SEARCH after the first installation dialog Use the existing ZyFIND for testing the index Add the published index to the list of available indexes by browsing for the ic1 file as described in the help files At least try to find and open one of the documents on the CD to make sure the data paths are valid And finally The CD can not be used in a multi CD tower using drive letters 50 E PAN A Extractors It is possible to extract document properties file system concept language and or field information from documents while indexing This information is added as Xmlfields C Program Files ZyLAB Index Data Short Index Name XmlFields Instructions 1 Create an index with XML Wrapper 2 Gotothe Index Settings and select the Data Extractors tab 3 Select Concept Document properties File System and or Field Extractor Concepts are complex search statements with a name For example the concept Legal may be defined as lawyer OR justice OR rechtsanwald OR advocaat OR court So you will extract information and place it in fields based on queries Document properties is information attached to a document with meta information For example Last Saved By Word Count Status File system is information defining a document on the system For example File name or Date created Field Extractor extracts information from documents based on a start and end delimiter The delimiters can be anything 4 Ify
41. Taxonomy field and use the Taxonomy Browser displayed below the Taxonomy field to make a selection To make multiple selections press Alt and select as many selections as you like Click Save Multiple Selections 18 Go to ZyINDEX and build the index Result You created a Taxonomy index added documents and taxonomy field values Now you can search the index Either in ZyFIND gt Fields or via a Web Client 59 SY cil IONIZE field S ana da al ase recoras w Database synchronization can be used in advanced installations to synchronize key fields of documents in a ZyINDEX archive and field information in a database Database synchronization has been implemented to enable the import and export of document field values from and to a table in a database that supports ODBC see ZyLAB Information Management Platform gt Glossary The record in a table of the database can be linked to the ZyINDEX document by selecting a primary keyfield in the field definitions of the index Depending on the value of the primary keyfield in the document the correct record is selected in the database table from which other field values may be read and put in a document field or alternatively to which an existing field value may be saved This exchange of field values is called synchronization Note that synchronization only occurs when ZyINDEX is indexing the index for either new files or files that have changed No synchronization will occur for database
42. Webserver ESTE NONO rs CO CI A EDIC TOTO T TO ss pe Mewedoamen TOT VVA Document Basket Dovvnload Document yo lv pete documents NNT porno coameni 00 72009 OT rs TT ro cn NOTO vere domen A Pin poems OT Table of Contents Select Edit Mode List 153 ZyLAB Federator Part Function Search Search Client Download Document 154 About XML Wrapper In order to generate a universal key field structure over all your scanned paper and electronic file formats ZyLAB designed the XML Wrapper This XML Wrapper will connect all your electronic files such as text XML MS Word MS Excel PDF WAV MPG etc to an XML file that contains the key field information of this file In this way you can give all your electronic files the same key field structure as your scanned paper documents The XML Wrapper module will generate for every document that is stored in the ZyLAB Archive an XML file when manual indexes are created for this document In addition the XML Wrapper contains three types of data extraction options File name extraction Document property extraction and Concept extraction see Data Extractors page 50 Internet Intranet A new upload function is added to the ZyLAB Webserver to enable you to add electronic files to your archive over the Internet The upload function starts a dialogue in which you can add your manual indexes and save these in an XML file together
43. ZINDEX Agility to navigate of information so Information in this document is subject to change without notice and does not represent a commitment on the part of ZyLAB Technologies BV The software described in this document is furnished under a license agreement or nondisclosure agreement The software may be used or copied only in accordance with the terms of the agreement It is against the law to copy the software on any medium except as specifically allowed in the license or nondisclosure agreement No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose without the express written permission of ZyLAB Technologies O Copyright 2012 ZyLAB Technologies BV ZyLAB ZyINDEX ZyFIND ZySCAN PUBLISH and the flying Z are registered trademarks of ZyLAB Technologies BV ZySEARCH ZyALERT ZyBUILD ZyIMPORT ZyOCR ZyFIELD ZyEXPORT ZyARCHIVE ZyTIMER MyZyLAB are trademarks of ZyLAB Technologies BV All other brand and product names are trademarks or registered trademarks of their respective companies Contact Us Full contact details can be found on the ZyLAB website http www zylab com For support visit our ZyLAB support website http support zylab com Contents About ZYINDEX A ria 1 Preparing documents for full text retrieval iii 2 Create aaa ante 3 Create a standard INdEX ii 4
44. a inter intranet index leave the local copy and add functionality C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder I http ServerName SharedIndex c WebClientName n LongindexName Note The complete http location enables you to add functionality For example https localhost etc Upload copy files from your local folder to an inter intranet index leave the local copy and automatically add a fieldvalue C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder h localhost c WebClientName n LongindexName v Fieldname Fieldvalue Upload copy files from your local folder to an inter intranet index leave the local copy and automatically add fieldvalues which are derived from a xml file C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder h localhost c WebClientName n LongindexName v Fieldname Fieldvalue x C Documents and Settings User Desktop xml fields Upload move files from your local folder to an inter intranet index and add security C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe m f C Documents and Settings User Desktop MyFolder h localhost c WebClientName n LongindexName u username p PassWord01 Upload move
45. aracter in Document Security queries comparable to the ZyFIND usage as a wildcard operator to replace individual character positions in a value For instance a query on AA AA will find documents that contain a AABAA CONTAINS operator default a basic query value is matched against the document field value using the contains operator for example cat matches cat but also cats and dogs EXACT MATCH operator a query value within quotes is matched using the exact match operator for example cat matches cat but not cats or cats and dogs NOT operator using the exclamation symbol boolean queries can be negated for example Icat matches dogs but not cat cats or cats and dogs Combination of EXACT MATCH and NOT operator for example I cat matches dogs cats and cats and dogs but not cat WILDCARD operator Wildcards used at beginning or the end of a word are interpreted as respectively starts with and ends with As a consequence cat has the same meaning as cat while cat and cat will in general generate less results than just cat but more results than cat for example Ams dam NOTE When using wildcards in the middle of a value the document security module will construct an XSL stylesheet to test the condition Use of XSL stylesheets may cause a decrease in performance NOTE Too many wildcards inside a value can give an unpredictable result Do not use more than one wildcard operator inside a value So Am
46. ares Generate login a login request ticket Server processes request Authenticate user Display Error Set security context Message A Check if requested action is permitted gt Ticket valid No Server determines the user re Check role s security comext v ls role permitted Yes X Perform requested action Show result Advanced Web Login Features Single point of logon Domain user authentication No NTFS permissions required Advantages Integrated windows authentication Better support for NAS and SAN Restricted access to XML based Information store ZyLAB Webserver runs anonymously under a standard user and is able to retrieve files from other files servers while the user was authenticated using challenge response For more information see ZyNETLogin page 92 Integrated Authenticaton ZyNETLogin Display Error Message 4 us login No Yes X Generate Ticket A Check security context A Li Is role permitted Yes v Perform requested action res X Show result 81 Before security can be set users have to be added to a user database This database is located at Program Files ZyLAB Information Management Platform Users User groups will be defined in the groups database and in the group profiles database will be defined in which NT groups a certain user is located After a fresh in
47. ata directory and modules of the index Select the Export method XML TIFF Export Click Next Select Save as job template Enter a Template Name Click Finish Result You created a new job template 158 Cia Importing Electronic Files with Corresponding XML File With the help of ZySCAN electronic documents together with a corresponding XML file can be imported and stored directly in the index the names of the document and the XML file have to be the same In order to achieve this you have to create a job template that has the correct settings for importing these documents Instructions Open ZySCAN Click New Job Click Template Wizard Select Define new job template Click Next Select External Link Click Select Select your XML index Click OK Click Next Select ZyIMPORT and ZyFIELD to f09 Ca To A ol ISS TA e e E N e O Select Exclude ZyFIELD from workflow since all necessary field values are already defined in the XML file 13 Click Next 14 Browse for a location to import from 15 Select the Electronic Import Filter 16 Click Next 17 Click Next 18 Click Next 19 Select Export to default data directory and modules of the index 20 Select the Export method XML TIFF Export 21 Click Next 22 Select Save as job template 23 Enter a Template Name 24 Click Finish Result You created a job template that has the correct settings for importing electronic files
48. ault settings click Reset If you want to define settings for users and groups click Advanced Actions Result You updated or restored the basic settings 83 Note Each time the Settings are adjusted the settings xml file will be modified thereby encrypting the passwords 84 Advanced Actions In this dialog you can Update expire date to one day for All imported NT users or All other users Create NT groups Import all NT groups Restore subgroups relations Apply NTFS on install directory 85 Groups Import Groups Conditions ZyINDEX gt Security is open or in the ZyLAB Web Client page select the menu Admin gt Security Instructions 1 Goto General gt Groups gt Import Groups 2 Select one of the following options from the Source dropdown listbox WinNT If you want to import Windows NT groups through a domain Working in a network domain the network administrator already defined for each group a name with security policies Members of the group log on to the network using this account and they will be able to navigate over the network Drives or directories that are secured for this group cannot be visited or opened ZyLAB If you want to import groups through known ZyLAB groups Active Directory If you want to import groups through distributed networking environments 3 Ifyou selected WinNT select a Domain from the dropdown listbox If you have multiple domains on
49. ck of time The same holds for a frequency that is too high You can either index at specific intervals or automatically Service It is also possible to run TIMER as a NT service This means that you can shut ZyINDEX down and log off of the system while the scheduled building of the index will continue Scheduled indexing manual Conditions ZyINDEX is open You want to build the index at specific intervals Instructions 1 Click the TIMER icon Timer 2 Goto File gt New The Add Index dialog appears Add index Index directory Index name Last update Hour 9 s lt July 2009 gt Minute 17 12 13 14 15 16 17 18 19520 2L QZ 2D 24 25 26 27 28 29 30 31 Frequency O Every 1 1 minute s Action Add O Every 1 SI hour s O Every 1 dayfs Update O Every 1 week s Cl Optimize O Every 1 1 month s 3 Click Select 4 Select an index 5 Click OK 6 Selecta date N Specify the Hour If you process many documents per day schedule the starting time after office hours This saves you time and keeps processor usage at an acceptable level 8 Specify the Minute 9 Determine the Frequency 10 Select an Action 11 Click Add Now The schedule of the index is added to the list You can have different schedules with different actions and frequencies for the same index 32 12 Click the Start now button The scheduled indexing process starts
50. clude the date use ZD to list the date in the format of the regional settings of the OS If you want to include the time use ZT to list the time in the format of the regional settings of the OS If you want to select another font click Select font Define the font type style size effects color script and click OK Fora solid background select the checkbox Solid Select a background color via the dropdown box Click OK The stamp will be added to the library To edit or delete a stamp select Edit or Delete To use a stamp select it and click OK Choose a location to place the stamp and click your left mouse button io oO N The chosen stamp will be available visible through the arrow with stamp image and can be used repeatedly until you turn the stamp tool off via Stamp gt Stamp Tool gt Off 10 Once the stamp tool has been turned off you can rotate stamps Select a stamp and go to Stamp gt Rotate Left or Rotate Right Or select one of the icons Rotate stamp left or Rotate stamp right 11 Once you are finished and want to make all stamps permanent go to Stamps gt Make Permanent Click Yes 12 To hide show all stamps go to Stamps gt Show Stamps 13 Adjustments to stamps can be made via Stamps gt Stamps Tool gt Preferences 177 14 If you want to print your document go to File gt Print Select the option Print annotations if you want to include them 15 If you want to expor
51. com commandfile name s settings file for create Command line option to delete index ZyINDEX exe d name short index name for delete Command line option to erase an index ZylNDEX exe e i lt short index name gt for erase For example C Program Files ZyLAB Information Management Platform Bin ZyINDEX exe e i lt archivexx gt There are no warnings on delete and erase In ZylNDEX webclients can be created and deleted from the command line Command line option to create a new web client CreateClient arguments arguments All arguments are obligatory 1 Client s long name 2 Client s short name http alias 3 Client s root directory 4 Client s email address 5 Client s language 6 Client s index path If any white space occurs within one of these arguments the argument has to be quoted For example CreateClient Test Client Test C inetpub wwwroot Test webmaster zylab nl English C ZyLAB Data Indexes Test Command line option to delete a new web client DeleteClient lt client s short name http alias gt In ZyINDEX indexes can be added to TIMER 68 Command line option to add an index to TIMER x lt shortindexname gt lt indexpath gt lt datetime gt 1 1 1 0 0 Command line option to remove an index from TIMER y lt shortindexname gt 69 Database Settings Wizard Conditions You want to connect a ZyLAB index to a database to acce
52. ction Example lt settings id Domains activedirectory LDAP sampledomain DC sampledomain DC wan gt 4 Leave the WinNT string as it is it is not required to configure a WinNT import source when you are using LDAP import Example lt source id WinNT SAMPLEDOMAIN gt SAMPLEDOMAIN lt source gt 5 Toconnectto an organizational unit in the active directory in order to retrieve the actual users accounts groups it contains you need to query the LDAP domain with the OU argument organizational unit In order to do so you need to specify the organizational unit to be queried for example the organizational unit in England SAMPLEDOMAINUK followed by the domain components that have to be specified in separate domain component strings DC s It is possible to retrieve more then one organizational unit from a LDAP source 6 Add the OU connection strings in the Active Directory Organizational Units section Example lt settings id Active Directory Organizational Units gt lt source id LDAP SAMPLEDOMAIN OU SAMPLEDOMAINUK DC SAMPLEDOMAIN DC WAN gt England lt sourc e gt lt settings gt Between the angle quotation marks you can find the name that is displayed in the organizational unit selection list in ZyLAB security for example England 7 Incase required you can authenticate to the LDAP directory by specifying your users name and password Add this authentication line as the first line in the Ac
53. d editing documents and opening deleting and building indexes Every user action performed on the audited index creates XML files containing information on the action the user etc You can select the activities you want to store in the XML file With ZyLAB you are able to index and search all these XML files and view the activities the users have performed Once a user administrator enables Audit Trail in ZyINDEX all user actions performed on the chosen index will be logged when selected by the Audit trail including ZyFIND ZyINDEX and ZySCAN actions By default the module audits 43 actions but an administrator can enable or disable individual Audit trail actions Audit trail generates a new XML document for every selected Audit action performed by a user to store the log data These XML files are stored by default in folders in the directory ZyLAB DataVindex Data lt lt short name gt gt XML by a Hash Table system to minimize the retrieval time This means that ZyINDEX in the beginning will create a new folder for every new XML document and starts filling the folders afterwards As mentioned every selected Audit action that a user performs will generate an XML document containing the logged information The name of the XML file is a GUID Global Unique ID All extra information about the XML file is stored in a database This database can be found in the index directory ZyLAB Data Indexes lt lt short name gt gt ZxpPlugins audi
54. d or imported documents are stored in the data folders Refer to the ZySCAN manual for information on scanning documents and adding them to an index and to the relevant Review Guides for information about adding data folders to an index Instructions 1 Open ZylNDEX Click the Build icon Build Go to File gt Open Select the index you want to build Click OK AA TS 6 Click the Now button to display Build dialog Build Add new documents From file system to index C Update Check presence of files in index on file system C Optimize index C Generate report database 7 Select one or more of the following options Add new documents from file system to index Adds all new documents to the index whether directly from the file system or from a ZyLAB program Quick build to select deselect all the other options first Quick build only indexes documents that have been added or changed by a ZyLAB program All other documents are skipped Update Check presence of files in index on file system Checks the contents of you index with the source files in a file system and updates where necessary 28 Optimize index Removes empty entries from the index to compact it Extract Data Extracts document properties metadata from files to store in fields Generate report database 8 Click Go 9 Wait for the index to build You can monitor the indexing status at the bottom o
55. define for a user the groups of which he is a member via Available users gt Edit group memberships for this user H To backup export to an XML file define the file you want to export to and click Backup Overwrite existing file During backup an existing XML file will be replaced 105 Keep original object id s Each object has its own unique ID number a GUID for example A85924EA A572 4F92 B454 A1F76F118C44 By default this number will be backup to allow occurrences of the same number in the database possible if an object with saved GUIDs is imported twice A user may for example appear in more than one group 5 To restore import objects from an XML file select the file you want to import from the dropdown listbox and click Restore You can also choose to delete a backed up XML file if it has become obsolete Assign original object id s if possible Only possible if you kept the original object id s Restore all objects present in the file selected object types will be ignored If this option is selected you do not have to choose the objects to import Replace existing objects warning existing data will be permanently deleted Every table in which objects are imported are cleaned first Result You have backed up and or restored users groups and or profiles 106 About Audit Trail The Audit Trail module stores in an XML file all user activities such as searching viewing an
56. dex as template The Save index as template window opens Save index as template Name C Save table of contents d Save command script CI Save as index series Data root Local data root 4 Enter a Name for the Index Series template 5 Check the Save as index series checkbox 6 Select to cutoff the active index using either Time or Size Time creates a new index in the series in periods of Weeks Months or Years You set the interval between index creation using Count A new index in a series is then created at that interval from the date the template was created Choose the period that best suits your situation Size creates a new index when the current index in the series reaches the set limit Set the limit in Mb to the size that best suits the capability of your system and the performance of the index 7 Enter the path for the index data store 56 Data root is the UNC path name when the index is accessed by other users over a network Accessing a UNC path name is slower than using a mapped drive so if there are no users over a network leave this blank Local data root is the mapped path name for the index on the PC where it is stored 8 Click OK to save the template A new sub folder is created in the index s data folder 9 Add the Index to the Timer Set up Timer Service see Set up Timer Service page 125 When the cutoff limit is reached a new sub folder is created for
57. dows NT users without manually adding new passwords to the ZyLAB User tables while still keeping a firm security policy in place If a user is authenticated then ZyNETLogin generates a cookie using the random password that was generated for the user when the account was imported This cookie and a login page is submitted to the client which can then automatically logon to the Web Client The webserver zynet exe is running in anonymous mode as a user that has full permissions to access the indexes and data ZyNETLogin gets you authenticated on the domain takes your username searches the name in the User table and gets the password you have in ZyINDEX It encodes the password and username in the cookie and hands over the cookie Then it goes to the default login page for automatic login As you see it does not matter what password you use for the user Instructions 1 Go to Start gt Settings gt Control Panel gt Administrative Tools gt Internet Information Services IIS 2 Right click the Websites folder and select Properties 3 Select the Directory Security tab 4 Click Edit 5 Selectasthe Authentication method Anonymous and Integrated Windows Authentication and click OK If selecting Anonymous a Selectthe Exe folder b In the right pane right click ZyNETLogin exe c Select Properties d Selectthe File Security tab e Select Edit f Select just Integrated Windows Authentication g Click OK twice 6 Imp
58. ds Meta information Click the Advanced button to define the Use XPath or Unicode options Advanced Index settings use XPath C Unicode Use XPath This option is used to recognize the contents of specific elements in XML documents as a field value For example an XML document contains the following lt foo gt lt bar attr xyz gt Some text lt bar gt lt foo gt You have defined the field abc selected the Use XPath option You now have three options to define the XPath field 1 foo bar 2 foo bar attr xyz or 3 foo bar attr 19 With the first option the field value for the field abc will be Some text With the second option the field value for the field abc will be Some text but only if the value of the attribute attr equals the value xyz With the third option the field value for the field abc will be xyz Only these three options to define an XPath are supported Other XPath syntax from the W3C XPath Recommendation is not recognized Unicode If you want to enable unicode support for the created field select the Unicode checkbox Unicode fields and values will be correctly displayed and processed For large index support this option is already selected 20 Step 6 Security Conditions You are creating an advanced index Step 6 Security of the Index Wizard is open Create new index wizard Step 6 Security Available users and gr
59. e 54 Create Field Extractor File Conditions You have created an index with XML Wrapper and key fields and selected Field Extractor as the Data Extractor Instructions 1 Select the Field Extractor icon 2 Goto File gt New 3 Select New File 4 Click the Add button The New Field dialog appears 5 Define the Field name 6 Select the Index button 7 Select the index with XML Wrapper and key fields you just created 8 Click OK 9 Select a key field from the dropdown listbox 10 Define the start and the end delimiter of the selected key field These delimiters may but do not need to be bounded by brackets 11 Click OK If you want to add more fields repeat step 4 to 11 If you want to edit delete a field select the correct field and click the appropriate button 12 Select New file 13 Click the right mouse button 14 Click Save 15 Define a name and location for the Field Extractor Xml file 16 Click Save Result You have created a new Field Extractor file 55 nnav S NaexX D D U D Si O O U Index Series templates are used to automatically create new indexes in the same series when the current index reaches a cutoff limit set by a time interval or the index size The index series can later be searched as a single index For the Index Series Template to function you must add the index to the Timer Instructions 1 Goto ZyINDEX 2 Open an index 3 Goto Build gt Save in
60. e location of the Data folders Data folders are the txt tiff electronic and xml folders where the scanned imported or electronic data is stored These folders are automatically created each time an index is built Place the data on a shared network drive if you want the data to be accessible for different users Ifyou want to be able to easily move your data collection without indexing it again select the checkbox Index files relative to the standard data folder Via Index Settings gt Data folders you can define a new standard data folder location Related files do not need to be updated which saves you time Note If the standard data folder is changed the XML index must inherit the same settings Do this by opening the main index in ZyINDEX and closing it without building it 10 or 2 Drag and drop your data to the custom data folders 1 2 5 Click Edit The Custom data folders window appears Drag and drop files to the ZySCAN Text Files tab the ZySCAN Tiff Files tab or the Other Electronic Files tab as follows Drag and drop individual files from Windows Explorer to one of the tabs it is not important which tab The files are automatically placed in the correct folder Text Tiff and Other Open a specific tab and drag and drop a folder from Windows Explorer to that tab Only the files permitted in that tab are added other files types in the folder are NOT added to the other tabs you must add the
61. e user groups g can be edited their rights are access granted Red user groups d can be edited their rights are access denied 118 5 Click on a user group for which you want to set edit or view NTFS Security rights The View Edit Permissions dialog appears Federator Set Password Dialog Webpage Dialog E View Edit Permissions Access permissions Name BUILTIN Administrators Users select Groups select Roles Apply onto Full control f Modify m en Read and execute e Read r List folder contents I Write w Apply these permissions to objects and or containers within this container only file C Program 20Files ZyLAB Information 20Managemel 3 My Computer 1 For each group you can select Users Groups and Roles from the dropdown listboxes 2 The rights permissions may be applied onto This folder only This folder subfolders and files This folder and subfolders This folder and files Subfolders and files only So not on the folder on which the permission is set Subfolders only 3 Select the permissions for this user group You can choose from 119 Full control f Allows viewing running changing deleting and changing owner Modify m Allows viewing running changing and deleting Read and Execute e Allows viewing and running e Read r List folder contents I Allows viewing Write vv Allows vie
62. ected Atleast one field should be selected as primary keyfield that links the ZyINDEX document to a unique record in the database so that other fields may either be written to or read from the database at indexing time The other fields have to be synchronized by selecting regular fields In order to synchronize the fields from the database and ZylNDEX the name of the field in the database must be entered in the Database field name field in the ODBC tab of the New Field Definition dialog In case there are fields in the database or in ZyINDEX that you don t want to synchronize choose do not synchronize The indexing process triggers the synchronization Only if a document is changed its fields will be synchronized with a record in the database that matches the primary keyfield Synchronization will store all fields that are write type to the database and will read all fields that are read type Working like this will save you a lot of time typing all this data from the database into the fields of ZyINDEX 61 Field Definition Option Associated field F Name Type index Search View Edit ODBC Lookup E Input required for searching Y Show in result list Maximum length 500 E Use for visualization Value separator V Enable full text search Associated field Link source documents their translations and other similar documents with each other You can do this by creating
63. er If you want to connect to the database using SQL Server as the connection method select an SQLServer from the dropdown listbox Click on the Retrieve Remote SQLServers button to collect all available servers Click OK 12 Select a script to create a database Choose from Annotations_MySQL sql This script will generate an Annotations database including annotations and links to documents Annotations_Oracle sql This script will generate an Annotations database for Oracle including annotations and links to documents Annotations_SQLServer sql Toc_MySQL sql This script will generate a Table of Contents database including folders and items Toc_Oracle sql Toc_SQLServer sql DMS_MySQL sql This script will generate a Document Management database DMS_Oracle sql This script will generate a Document Management database for Oracle DMS_SQLServer sql DatabaseFields sql if the module Database Fields was selected in Step 2 Modules page 8 13 Define a Username and Password This user is allowed to change the database and the tables within the database or Select if you selected MS SQL Server as the databaser provider the checkbox Windows Authentication 14 Databasename Define the name of the database 15 Select the database that should be used Choose from 75 16 17 18 19 20 21 22 23 24 25 26 27 28 Use existing Create new Create new and drop
64. ervice pack is present in the ZySEARCH install files in the ZyLAB directory If you do not want to distribute ZySEARCH with a servicepack please check on ZyLAB s support site if an updated ZySEARCH installation is available When the Store current ZyFIND settings for publishing media option is checked a copy of the ZyFIND registry settings of the current machine will be made You can make a selection of settings using the dialog on the ZyFIND Settings tab They will be published on the volume The receiver of the volume is now able to view the published index with the same ZyFIND settings Copy Autorun files allows you to make an auto start CD ROM If this option is checked PUBLISH will install an AutoStart file and some set up HTML pages for the published CD ROM If these are copied into the root of the CD ROM the CD will open an HTML customizable screen that allows the user to install ZySEARCH run ZySEARCH or obtain information on ZyLAB or the ZyLAB Software The user can indicate where to copy the HTML files The entire contents of this directory need to be copied into the root of the final published volume 12 Select the Media tab 13 Select the appropriate volume type and enter a volume name Volume type Select your publishing media here This is especially important to determine the capacity of the media for multi volume publishing If the medium is not in the standard list you can define it yourself in the PUBLISH s
65. ery process Email Archive Contains all fields necessary for storing information about emails and their attachments Exchange Connector This is an index series based on Email Archive and specific Exchange Connector fields Forensic Investigation Legal Review Contains all fields necessary for the legal review process Redaction Contains a Redaction field linked to Redaction xml value file with Exemption codes and XML Wrapper Taxonomy Field index Has an XML Wrapper and two XML Wrapper fields of the Taxonomy facet field type Both fields are linked to a value file see Taxonomy Field Index page 58 for more details Workflow Archive Workflow module customized short description and TOC view see the ZyLAB Workflow manual for more details Conditions ZyINDEX is open 26 Instructions 1 Click the BUILD icon Build 2 Goto File gt New Create new index dialog Short name Example Long name ZyLAB Example Index Create index using Index wizard Audit trail database Salata Management igital Signature Discovery i Rumi Enter a Short name max 8 characters 4 Enter a descriptive Long name max 80 characters Use the name to describe the contents of the index 5 Select a template from the Create index using list 6 Click OK Result You have created an index based on a template 27 Build the index Conditions An index is created The electronic scanned an
66. essential to follow the following format rules separates the executable program name from the path a space must precede each of the parameters e g i and b iis contiguous with the index name no space is allowed To execute a command click OK The dialog box gives you the option of running the program minimized a convenient vvay to use ZylNDEX while you work with ZyFIND or some other Windows program In ZyINDEX the command line can be used to build update and optimize indexes Command line option to build an index use b to begin a ZyINDEX session in a full size window or use b0 to begin a ZyINDEX session iconized which closes upon completion if no error occurs use i to select an index Command line option to update an index use u for Update or use u0 to Update iconized Command line option to optimize an index use o to Optimize or use 00 to Optimize iconized You can also use the parameter StartTimer this option will start ZyINDEX with TIMER running This may be part of your Windows start menu if you have a dedicated machine running ZyINDEX The parameters b u and o are mutually exclusive ZylNDEX responds to the first one in the command and ignores any others if present In ZyINDEX indexes can be created erased and deleted from the command line 67 Command line option to create a new index ZyINDEX exe c namelshort index name long index name n noise word list
67. etting dialog Size Remember to decrease the predefined volume capacity to anticipate large storage overhead Final Volume Label Published Media The final published volume name will be stored in the index files This is important in order to make the published volume drive insensitive That is it should not matter whether the CD ROM is stored in a drive with letter D E or F It should always work Therefore the ZyINDEX index will look for a volume name instead of a drive letter The final volume name should be specified here If you copy the published files to a CD ROM do not forget to create a CD ROM with exactly the same volume name as indicated here ZyINDEX is case sensitive for volume names Write Volume Label to Media If you use re writable media you can write the volume name directly to the published media e g in case of a ZIP or Jazz drive 14 Select the Print tab 15 If you want to print labels that will be put on the CD ROM select Print label 48 Select a printer Select a text font Define the position of the text If you want to print a test page click Test Page 16 Select the ZyFIND Settings tab 17 Determine what kind of settings and which parts of ZyFIND are going to be copied If all the settings have been entered correctly you can start publishing the index 18 Click Start P The index is going to be published and a status bar will be shown Once publishing is finished a summary will
68. ex window and choosing the Add action 127 Document Security via the web and IIS If you want to enable Document Security via the web the Internet Service Manager IIS has to be configured correctly Instructions Start IIS Start gt Settings gt Control Panel gt Administrative Tools gt IIS Select the correct computer name Right click Default Website Select Properties Select the Directory Security tab Click Edit Select Basic authentication Select Integrated Windows authentication A SI Sa Ob te ee a Click OK twice to save your settings Result You have configured the IIS which enables you to use Document Security via the web 128 Create Edit or Delete Document Groups Document groups can be selected in the indexes folder of the security tab Indexes that are created with the Document Security module consists of three parts Document groups Document security and NTFS security If you set permissions on for example the data folders users will at least need to have read rights on the documents otherwise they will not be able to see the documents even if they are in the correct document group Before you can create Document Groups ZyLAB users will have to be defined lt Task Conditions gt You have created an Index with the security module Instructions 1 ZyINDEXis open Q 2 Click the Security icon Secuiv On the right pane click gt Document Repository Security gt Index
69. ex with XML Wrapper and selected Concept as the Data Extractor Instructions 1 Select the Concepts icon Concepts 2 Goto File gt New 3 Select New File and click the right mouse button 4 Select New oN DO y The New concept dialog appears New concept Name Field Define the name of the concept for example Possible Suspects Click the Index button Select an index with XML Wrapper and Concepts selected as the Data Extractor Click OK Select a field from the dropdown list box A successful search executed with the concept Possible Suspects will be placed in the Suspect field If the selected field is a list field with a number of defined list field values it is possible to Generate a concept entry for each list field value This means that several searches can be executed which will be placed in the selected field Click OK You can create as many concepts to a XML concepts file as you like 10 Click Add 11 Define the ID the value and the query For example value John Doe is added to the field Suspect if the query John Doe OR John Dune OR Joe Doe OR Joe Dune was successful 53 12 Click OK You can add as many concept entries to a concept as you like 13 Select New file 14 Click the right mouse button 15 Click Save 16 Define a name for the XML Concepts file for example Investigation 17 Click Save Result You have created a new Concept fil
70. f the ZyINDEX window Click OK To stop indexing click the stop button a Stop Abort indexing and discard the temporary index file Merge Combine the temporary index file with the current index without processing any more files The current file is still indexed Continue Complete indexing Result The index is built You can now search for information using ZyFIND ZySEARCH or the ZyLAB Web Client Add Quick build Update Optimize and or Extract Data Add To build a new index To add all new documents To update existing documents The Add option uses the date to check if documents are new or updated All documents are checked Quick build Use Quick Build to quickly index documents that are marked new changed or deleted All other documents are skipped Marked documents are known to ZyINDEX even before indexing starts because they have an entry in the database These references to the documents are created when they are exported to the index data directories with ZySCAN or when they are imported to the index data folder with the ZyINDEX import directory Since only marked documents are indexed and all other documents are skipped the indexing process is accelerated You can only use Quick Build if a link to the index is present Also check if Quick build enabled is selected ZyINDEX gt Index Settings gt Settings 29 Update To index moved source documents To delete selected documents from
71. folder to those tabs if you want to index the folder s files Click the Excluded Filetypes tab Use the right mouse button to add file types to the exclude list Files types that are on the list will be skipped during indexing and therefore will not be searchable If you want to delete an item or folder you added to a tab select it right click on your mouse then select Delete Click OK to return to the Wizard 3 If you want to separate files that give an error during indexing select Copy files that have index errors Specify a Destination directory to store these files After indexing you can check these files to determine the reason that an error occurred 4 Click Next Result You have completed step 3 Step 4 Settings appears 11 Step 4 Settings Conditions You are creating an advanced index Step 4 Settings of the Index Wizard is open Create new index wizard Step 4 Settings Fuzzy search Reverse search Hyperlinks C Add new documents to the Table Of Contents C Audit Quick build enabled Export electronic document properties to xml wrapper C Secure delete enabled Append electronic document properties at end of indexed text Instructions Choose between settings You can choose from Fuzzy search recommended Allows you to execute fuzzy searches after indexing Reverse search recommended Allows you to execute searches with wild cards at the beginning of your search que
72. folders of ZyLAB installation directory indexes directory index data directory etc and the different folders of the index NTFS rights are set on the actual files of the archive or the data or the program This is normally done when setting up the program and this is a task for an administrator NTFS rights are irreversible so make sure that you do not exclude yourself from the list Always make sure that the Administrators group has full control The NTFS security module enables you to create an index that leaves the results a user is not authorized to see out of the result list The references of the documents that are shown in the result list are only the references to the documents that the user is allowed to see When you set normal NTFS security without using the module on folders containing documents or document groups you will see the results you are not allowed to open appear in the result list If you double click such a reference the program will tell you that the document can not be opened In order to set NTFS Security create a NTFS Security index The locations folders and subfolders where the data is stored can be secured with the help of the module If you build an index and set security on the data folders over which the index is built you will still be able to search on the full text of all the documents that are in the data folder The reason for this is that the contents of all the documents are stored in the index and
73. for frequent use You can use it to minimize the size of the ZyLAB user database after major changes 87 Add users using a name list Conditions ZyINDEX gt Security is open You have created a group You want add users to groups by selecting them one by one from a name list Instructions 1 Goto Security gt Groups gt Available groups 2 Select the correct group Click the Select users to be member of this group icon fi 4 Select one or more users members 5 Click OK Result You have added users by selecting them one by one 88 Add users dynamically Conditions ZyINDEX gt Security is open You have created a group You want to dynamically add users to groups by selecting them with a template or query based on field values Instructions 1 Goto Security gt Groups gt Available groups 2 Select the correct group Click the Define templates or queries to dynamically add users to this group icon l 4 Click Create or Create with user fields 5 Selectoneor more fields and define the values you want to use to create a group For example for Field Department enter the Value sales Now every user with Value sales see Create users page 96 will be added to the User group 6 Click OK 7 Click Close Result You have dynamically added users by selecting them with a query based on field values 89 Add subgroups Conditions ZyINDEX gt Security is open Groups a
74. ge Name J Reference v File Name GROUPS 131 Set Access Masks for Document Groups Conditions You want to define which actions the members of a document group are allowed to perform on an index Instructions 1 ZylNDEX is open O 2 Click the Security icon Secu On the right pane click gt Document Repository Security gt Index Name 3 Select one of the document groups you created for this index 4 Click R 5 Fromthe dropdown listbox select either Users or Groups 6 Select the user group or select more than one for which you want to set the access mask 7 Click Set Mask 8 Select the actions this user group is allowed to perform Choose from e view as result view document edit doc fields delete document split doc pages merge doc pages delete doc pages export document print document change doc status make anonymous sign document edit document archive document To select all actions with one click select the first checkbox next to Permission 9 Click OK 10 Click Close Result You set the access masks for a document group 132 Document Security Search Optimizations Several optimizations have been implemented in particular to speed up searching in indexes with document level security with xml wrapper based indexes During indexing the document guid will be stored in the main index document commentstring This mean
75. ge general settings The general settings were changed 42 Audited Indexes Job Which indexes and or job templates were audited Templates 43 Change file system security The file system security was changed 44 Change document security The document security was changed 45 Change functional security The functional security was changed The easiest way to retrieve this log information is to press Audit Trail in the vertical icon bar of ZyFIND u 112 Obviously you can also perform full text search queries on the Audit Trail index Any other feature that is available for regular indexes is also supported for Audit Trail indexes For information about the Field viewer see Indirect Field Search Retrieve Documents page 113 113 Indirect Field Search Retrieve Documents When the audit trail index is selected in ZyFIND it is possible to search on the fields of the audit index If you want to see the actual documents users viewed it is possible to do an indirect search An indirect search means that you search for every document that has been for example viewed and see the actual results instead of the XML files containing the name of the viewed document Now you can see the viewed documents yourself read the information and export or copy them For indirect searching you need to select not only the Audit Trail index but also the index that contains the documents you want to view Also the option Search Documen
76. give in some field values and the files will be uploaded to the index You can also design shortcuts with which one can point in explorer to one or more files and send them to the default index data directory Other possibilities are to design shortcuts on which one can drag and drop files to move them to the default index data directory One can even place those shortcuts in the Send to directory For more information on these possibilities see Archiving with ZyINDEX Import page 161 161 Archiving with ZyINDEX Import Conditions Before you can move or copy files to a local network index you have to create an index in ZyINDEX Before you can upload files to an inter intranet index you have to create a Web Client in ZyINDEX which links to one or more indexes If you want to add field values to files you are importing the index needs to be created with xml wrapper Refer to the ZyLAB Information Management Platform manual for detailed information about these features Also in this index fieldnames need to be defined Then when files are moved copied or uploaded to the index fieldvalues can be added Instructions You can run ZyINDEX Import and add arguments via Start gt Run or you can work with ZyINDEX Import as follows 1 Create a shortcut of ZyINDEX Import 2 Place the shortcut anywhere you want in Windows Explorer on your desktop in the SendTo directory C Documents and Settings user SendTo 3 Add arg
77. h ZyLAB Analytics Server Conditions When you want to use the Analysis Dialog button in ZyView see ZyFIND gt Working With Documents gt Analyze with ZyLAB Analytics Server you must use the Database Settings Wizard page 69 to link your index to a database with a specific fields scenario Instructions 1 Create an Advanced Index with Database Fields and XML Wrapper modules Create an advanced index page 5 then follow the steps for the database wizard Database Settings Wizard page 69 until the Module Fields screen 2 Inthe database wizard s Module Fields screen select the DatabaseFields AnalyticsServer xml and the TocFieldBindings xml scenarios from the drop down lists 3 Continue with the Database Settings Wizard page 69 Result You have created an index from which documents can be analyzed directly in ZyView using ZyLAB Analytics Server 77 Security Securities can be set in ZyINDEX One can set securities on different levels on the folders NTFS Security documents Document Security or functionalities Functional Security Also using Audit Trail all user actions can be logged Basic NTFS Security can be divided in Standard NTFS Security and ZyLAB NTFS Security Standard NTFS Windows New Technology File System Security provides performance security reliability and other advanced features such as file and folder permissions encryption disk quotas and compression You can enhance this
78. he XML files that are connected to the documents that have to be imported An example of the fields used in an XML file is lt field id identification gt testvalue lt field gt In this xml line identification is a field that has to be in the index if you want to be able to search on it later This means that the start and end delimiter have to have the same value lt identification gt and lt identification gt It will also be possible to work with friendly fields instead of the sometimes rather technical or incomprehensible field definitions form the XML fields That is why it is made possible to create field definitions that have other values then the start and end delimiters of the fields These delimiters still have the same field values in the XML files In this example this HTML tag is called identification 157 Instructions ee i O A O e e KR LD w N e O 14 15 16 17 18 19 20 21 22 23 Open ZySCAN Click New Job Click Template Wizard Select Define new job template Click Next Select External Link Click Select Select your XML index Click OK Click Next Select ZyIMPORT Click Next Browse for a location to import from For example C Program Files ZyLAB Information Management Platform Examples Import Multipage TIFF Select a filter For example the Multipage Import Filter Click Next Click Next Click Next Select Export to default d
79. he ZySCAN TIFF Files tab Your TIFF files are automatically formatted to autosense The comment for all your image TIFF files is standard the word image f Draganddropthe folder s with your electronic files to the Other Electronic Files tab For these electronic files the text format is automatically set to autosense and the comment taken from your files is the first 1 024 characters of your digital file Comments formats and keys can be edited by double clicking on these words Changing of the comment mode can be handy in case it is necessary that no comment be shown in the result list of ZyFIND g The Excluded Filetypes tab shows all files extensions that should be excluded You can always change the automatic file formats and customize them to your wishes Keep in mind that formats must be identified before indexing otherwise the lines will be shifted and the synchronization between the hits on the image the hits in the text and the location of the hyperlinks won t agree Change the Long Index Name Conditions ZylNDEX is open Instructions 1 Click the BUILD icon Build 2 Openan index 3 Selectthe Index Settings button z 4 Select the Locations and language tab Define fields Advanced language settings Security Locations and language Modules Data folders Settings Index directory Ci ZyLAB Datatindexesi Data folders New data folder For each year y Noise word list Long name
80. he stronger one from weak to strong Guest User Editor and Admin will prevail If you want to add users to roles or if you want to define which user roles are allowed to perform a specific function you need to go to ZyINDEX gt Security gt Functional Application Security 134 Functional Security You want to define which users groups are not allowed to perform specific functions actions in ZyLAB Assign Users to Roles 1 Select ZyINDEX gt Security gt Functional Application Security gt Assign Users to Roles 2 Selecta role from the dropdown listbox Role Ifyou select an Index role select an index from the dropdown listbox Index If you select a Webclient role select a Webclient from the dropdown listbox Webclient 3 To view Users Groups or Users Groups that have already been assigned to the role select via the dropdown listbox View Users Groups or Assigned only 4 Select User s or Group s from the list and click Save 5 Check to see if the User s Group s have been assigned to role by selecting the View Assigned only 6 Repeat step 2 to 5 to add more user s group s to roles Assign Roles to Functions 1 Select ZyINDEX gt Security gt Functional Application Security gt Assign Roles to Functions 2 Select a product from the dropdown listbox Product 3 Select a part from the dropdown listbox Part 4 Select a function from the dropdown listbox Function 5 Deselect the User Roles which
81. he value and the query For example value John Doe is added to the field Suspect if the query John Doe OR John Dune OR Joe Doe OR Joe Dune was successful 174 12 Click OK You can add as many concept entries to a concept as you like 13 Select New file 14 Click the right mouse button 15 Click Save 16 Define a name for the XML Concepts file for example Investigation 17 Click Save Result You have created a new Concept file 175 Conditions You want to replace search hits in ZyFIND with redactions The Intelligent Redaction option is an extension on the current redaction option Redaction is part of the XML Wrapper Module and allows users to redact scanned documents The redactions are stored in the XML Wrapper and during an export action in ZyFIND the redactions can be made permanent Instructions 1 Start ZyINDEX 2 Goto File gt New 3 Entera Short and a Long name 4 Select the Redaction template 5 Click OK 6 Build the index Use the Now button 7 Click Go 8 Click OK to finish building 9 Add some scanned documents using ZySCAN Please check the Review Guide Index Scan Find on how to add scanned documents to an index 10 After adding some documents rebuild the index 11 Start ZyFIND and select the Redaction index 12 Enter a query and click Search 13 Select a document to redact and double click to view 14 To redact all hits on the image go to Redacti
82. his group who is logged on as the current logged can be authenticated by ZyLAB security In case the Automatic NT Import setting is active in ZyINDEX Security gt General gt Settings users in LDAP groups can be automatically imported in the ZyLAB security users database from the LDAP group directory when logging on to a WebClient Automatic login or starting a ZyLAB windows application To do so you must specify the active directory domain name you want to connect to in the settings xml file which can be found in the ZyLAB Users folder 1 Go to the Domains section which is the first configurable section in the settings xml Example lt settings id Domains activedirectory LDAP domainname DC domain name DC domain extention gt 2 Add in the domain name section the name of the domain you want to connect to This is the domain name without the domain extension 3 In order to retrieve active directory information you need to query the domain to do so you must specify the separate domain components DC s in the LDAP connection path There are freeware tool available to retrieve LDAP paths DC s etcetera and many more LDAP compliant properties from the active directory A domain can consist of multiple DC s for example SAMPLEDOMAIN and WAN these are two domain components in the full domain name sampledomain wan 95 Add the DCstrings next to the domain name separated by commas in the Domains se
83. ications ZyINDEX reads designated sets of text files and records the following information about every content word within each file name of each file in which a given word appears location of each word relative to other words in the file The index stores names and dates of graphics only files in these formats TIFF PCX and BMP so that you can make file name and date searches During processing ZyINDEX ignores bitmapped graphic objects embedded in a text file When ZyINDEX encounters a new content word it adds the word to a set of files called the dictionary The location files store information about content word position The term index refers to a directory holding dictionary location and other files which were were made while creating an index Limitation Buffer overruns can be caused by long gt 256 folder file paths 38 Maintain your indexes After you have created indexes you may want to change them You might want to remove erase or delete an index Or you might want to change the index settings including the Long Index Name 39 Remove erase or delete an index You can choose from three options to clean up your data Remove The index is removed from the list of indexes The data will remain on the system You can add the index again if you want to File gt Open File gt Add index Removing an index may be helpful in case you have many indexes you don t use but are not prepared to thro
84. ick Yes Result The index is removed from the index list 41 Erase an index Conditions ZylNDEX is open Instructions 1 Goto File gt Delete or Click the Delete button x The Index Management dialog appears Ed Index Manag File Index Categories Sali E Standard gi Number of indexes selected 0 2 Select an index 3 Click the Erase button IA Click Yes Click OK Click Close Result The index is erased 42 Delete an index Conditions ZylNDEX is open Instructions 1 Goto File gt Delete or Click the Delete button x The Index Management dialog appears gt aa eae Eile Index Categories a l Ali Standard Categories gi Number of indexes selected 0 2 Select an index 3 Click the Delete selected index button 4 Click Yes 5 Click OK 6 Click Close Result The index is deleted 43 Change the index settings Conditions ZyINDEX is open Instructions CS 1 Click the BUILD icon Build 2 Open an index 3 Select the Index Settings button 4 4 Change one or more settings 5 Click OK Result You have changed one or more settings of the index Note Use the remaining buttons to directly change 44 the list of noise words w Noise words are frequently occurring words with little meaning You would not search for this words These words are not added to the index N
85. in spaces Spaces are automatically replaced with an underscore 4 Select a Type from the dropdown list For information about the different field types see the ZyLAB Information Management Platform manual gt Field types 5 Select the Index tab New Field Definition Name Type Index Search View Edit ODBC Lookup Module field XML Wrapper Primary field can only be set while creating a new field definition Obtain as document property Fron electronic file C Add new documents to TOC folder specified in field value Start delimiter lt Suspect gt End delimiter lt Suspect gt Ca 6 If you selected the XML Wrapper in Step 2 Modules Module field gt XML Wrapper is selected by default For more information on the other options see the Note below 16 7 Click OK 8 Click OK You are in the Create new index wizard Step 5 Define fields dialog again Create new index wizard Step 5 Define fields Define fields and views C Synchronize fields E Mail properties Modify Database Connection 9 Ifyou want to define Sort options for the Web Client click Define The Define sort options dialog appears Click Add to define a new sort option Enter a name For example if you want to sort the results ascending on the send date SendDate Asc Click Enter e Click the Edit button Select one or more of the available fields and mo
86. index_user index_guest webclient roles webclient_admin webclient_editor webclient_user webclient_guest Default User Groups see ZyINDEX gt Security gt General gt Groups gt Available Groups are member of these roles See the table below 139 default User Group is member of default User Role ZyALERT_QC_Users ZyAlert Quality Control User ZyIMAGE_Administrators e Zylmage Administrator global functions Webclient Administrator webclient functions Index Administrator index specific functions for example Build index ZyIMAGE_Editors Zylmage Editor global functions Webclient Editor webclient functions Index Editor index specific functions for example Build index ZyIMAGE_Guests Zylmage Guest global functions Webclient Guest webclient functions Index Guest index specific functions for example Build index ZyIMAGE_Users Zylmage User global functions Webclient User webclient functions Index User index specific functions for example Build index ZySCAN_Users ZySCAN User The functions that can be secured and followed in an Audit Trail are listed in the following sections together with the default functions for each default ZyLAB User Role Index Administrator IA Index Editor IE Index User IU Index Guest IG Webclient Administrator WA Webclient Editor WE Webclient User WU Webclient Guest WG ZylMAGE Administrator ZA ZylMAGE Editor ZE
87. is folder and files Subfolders and files only So not on the folder on which the permission is set Subfolders only 3 Select the permissions for this user group You can choose from 122 Full control f Allows viewing running changing deleting and changing owner Modify m Allows viewing running changing and deleting Read and Execute e Allows viewing and running e Read r List folder contents I Allows viewing Write vv Allows viewing running changing and deleting Each selected right permission is displayed with a character The inheritance type is also displayed with a character o Object Inheritance file inherit the right c Container Inheritance folders inherit the right p No Propagate subfolders and files inherit the right but not subfolders of subfolders or files of subfolders i Inherit Only right is inherited but not for the folder itself h Inherited right in inherited set on a higher level and thus displayed in grey 4 Alternatively you can select Apply these permissions to objects and or containers within this container only 5 Click OK 6 Repeat these steps for the different sections and user groups for which you want to set NTFS Security rights Result You set the NTFS Security rights for a number of sections and user groups for a specific index 123 ar Document ry secur ository Ly Document Security enables you to secure yo
88. lect Enable statistics logging The output is saved in a deb file in the bin directory Select Recycle bin enabled to move deleted items from ZyINDEX to the recycle bin instead of removing them from the hard disk immediately Maximum number of files specifies the maximum number of files that can be opened in one go Analytics Server location specifies the link to the ZyLAB Analytics Server which is part of the ZyLAB Analytics Bundle This link is required for the ZyFIND Analysis function in ZyVIEW Contact your System Administrator to obtain the server location The Test Connection button verifies that there is a valid connection to the ZyLAB Analytics Server ZyINDEX Options Folders System Settings C Enable statistics logging C Recycle bin enabled Maximum number of files that can be opened 1024 iv Analytics Server location http flocalhost Analytics WebService Test Connection i 183 TIFF Conversions Settings The TIFF On The Fly Settings are used for the TIFF Conversion gt Create TIFF Conversion feature in ZyView The settings used will depend on the quality of the original file and the quality you want the output TIFF to be Colour settings and a high resolution will give the best quality but will also give the largest TIFF file which can cause indexing and finding to be slower Use settings that give a usable TIFF output Tiff On The Fly Settings RI Color
89. ly trusted domains from the domain your machine is in will be known to the application If therefore your group domain is not listed you could opt for another source or you can manually create groups see Create Edit or Delete Groups page 86 ZyLAB select a Table database from the dropdown listbox Active Directory select an Organizational Unit from the dropdown listbox 4 Select groups from the list and click Import or to import all groups click Import All Result You have imported groups Note Whenever you import users groups from AD or even RMA you should adjust the settings xml default settings xml looks at ZyLAB Active Directory 86 Create Edit or Delete Groups After you have created one or more users you can add them to a group Users can be added to the default ZyLAB User Groups or you can create new groups Conditions ZylNDEX gt Security is open Instructions 1 Goto General gt Groups gt Available Groups An overview of all available default ZyLAB groups is shown 2 Click Create Define an account name 4 Click Create Result You have created a new group Now users can be added Note To change the name of a group select it and click the Change the name for this group icon Me Change the name and click OK To delete a group select it and click the Delete this group icon E Click OK Optimize database is a technical solution and is not recommended
90. mport exe f C Documents and Settings User Desktop MyFolder i C ZyLAB Data Indexes MYXML m v Fieldname Fieldvalue Note When multiple files are moved the fieldvalues will automatically be set for every file Move files from your local folder to your local index and manually add a fieldvalue field names are already defined C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder i C ZyLAB Data Indexes MYXML m o Add not move or copy files from your local folder to your local index The files are only added to the Quick Build tabel which allows Quick Build in ZyINDEX and not to the index data directory C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder i C ZyLAB Data Indexes MYINDEX q Copy extract zip files from your local folder to your local index 165 C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder i C ZyLAB Data Indexes MYINDEX z Upload copy files from your local folder to an inter intranet index and leave the local copy C Program Files ZyLAB Information Management Platform Bin ZyIndexImport exe f C Documents and Settings User Desktop MyFolder h localhost c WebClientName n LongindexName Upload copy files from your local folder to
91. n be extracted by Inso will be copied into an XML wrapper if an XML wrapper field definition is found with a matching field ID start delimiter without brackets Note Whenever the index is erased and indexed this process will be repeated therefore it is advised to define these fields as read only fields Secure delete enabled The Secure delete enabled option allows you to savely sweep files from your hard disk when they are deleted With this option selected files will be shredded or scrubbed according to the DoD 5220 22 M standard so they cannot be undeleted Append electronic document properties at end of indexed text recommended Extracts the document properties and adds them to the end of the indexed text so a search will also include these properties If you want to index large indexes which may cause problems for example with corrupt files or unrecognizable file formats select the Advanced button Advanced Index settines Index PDF files with Adobe Acrobat Reader C Index msg attachments requires MAPI C Index compressed files C Index non recognised file format as ASCII Index PDF files with Adobe Acrobat Reader allows you to index PDF files with Adobe 13 Acrobat Reader during indexing All standard PDF properties will be extracted and will be indexed along with the content PDF file names including points etc will not be indexed Index MSG attachments requires MAPI all
92. n the index with the ZyINDEXImport When you create a XMLFields plugin index an extra folder XMLFields is created In this folder the XML wrappers that contain the field information are stored Indexes folder In the indexes folder an extra ZxpPlugins folder is created when an index with a module plug in is created The content of the ZxpPlugin folder depends of the selected module plug in In this folder the index for the module plug in is stored An extra index for a module plug in is made if they work with XML tags These XML tags have to be made searchable as well In order to accomplish this an index in the index will be created The templates folder within the indexes folder stores the indexes that can be used as a template A template is created when you open index go to build in the menu and select the save as template option 171 e E PAN A Extractors It is possible to extract document properties file system concept language and or field information from documents while indexing This information is added as Xmlfields C Program Files ZyLAB Index Data Short Index Name XmlFields Instructions 1 Create an index with XML Wrapper 2 Gotothe Index Settings and select the Data Extractors tab 3 Select Concept Document properties File System and or Field Extractor Concepts are complex search statements with a name For example the concept Legal may be defined as lawyer OR justice OR rechtsanwald OR advocaat OR c
93. ncluding the Star Tree and Tree Map It is recommended to use punctuation characters If the value separator is empty the field value will not be split A value separator can include start or end with one or more space characters Notes When editing fields still a comma will be used to split or combine field values In eDiscovery the Value separator is particularly useful For example in Microsoft Outlook fields with email addresses are split with a semicolon These fields should be linked to a ZyINDEX field with a semicolon as the Value separator 63 Edit nales ware ann nharaaAtar mar Jit NOISE words ana character Ma p Noise words Noise words are frequently occurring words with little meaning You would not search for this words These words are not added to the index Noise words are for example prepositions to in of conjunctions and or but articles the an pronouns she he they and certain common verbs come see take All other words are content words tokens You search on content words Edit noise words Change the list of noise words before files are added to the index al The noise words list is opened in Notepad 1 Select Edit noise words 2 Add or remove words 3 Save In case you have an archive containing two different languages it is possible to combine the noise words of these two languages This will save hard disk space Words that are used as operators in search querie
94. nding on type of event Last modification date of the document if applicable Name of the XML log file Path of the XML log file Creation date of the XML log file Size of the XML log file For all ZySCAN job template events the following additional information is logged as a field value Job name Job root path Template name For example lt job name 00000000 path C ZyLAB Data ZySCAN Jobroot template template job gt The Type number in an Audit Trail shows the action that was logged The value of this field is shown in the result list but in ZyVIEW the values will only be shown when you double click the field Type Description What will be logged No 0 Search Index The search statement s 1 Get results The result list 2 Create Index The index that was created 3 Delete Index The index that was deleted 4 Erase Index The index that was erased 5 Import index A modification in the modfiles database 6 Edit document fields Document fields that have been edited 7 Delete document The document that was deleted 8 Merge documents Documents that have been merged 9 Split document Documents that have been split 10 Delete page The page that has been deleted 11 View document The document that is viewed 12 Export document The document that is exported 13 Print document The document that is printed 111
95. nstructions 1 Goto ZyINDEX gt Security 2 Select General gt Users gt Available Users 3 Select a user 4 Click the Generate a new PIN code for the user button El Determine if the user should have a 4 or 6 digit PIN code A 6 digit PIN code is safer but a 4 digit PIN code is easier to remember 6 Determine the expiration time number of days valid of the pincode 7 Fill out the email address of the user An email will be sent to the user with the PIN code in the subject line 8 Fill out the email address of the sender This can be a random address 9 Click Generate Result You have generated a PIN code for a specific user Difference between passwords and PIN codes e Every user in ZylNDEX can have a PIN code but imported users preferably do not have a ZylNDEX passvvord PIN codes are saved in another way than passwords PIN codes are essential for the use of digital signatures If a user signs with a different PIN code this will result in a different signature Therefore an overview of old PIN codes and their users is kept so also signatures set with old PIN codes can be checked on authenticity Users receive a certificate that their PIN code is submitted by ZyINDEX 101 Remove Users Instructions 1 In ZyINDEX gt Security select Users gt Available Users 2 Select a user from the list Select Delete this user E 4 Click OK Result You removed a user from the ZyINDEX Users list 102
96. of code pages in Windows are 64 Code page 1252 Windows Latin 1 Code page 1251 Windows Cyrillic For example the Windows Latin 1 character set consists of the standard US ASCII 7 bit set containing 128 characters EE ER EE ER ZE ec EE EF t t ol ae a eee gt n DE UE UG 47 UE UE ME Pela gjej of ej ei ej wf 1 afk elm nj ol Pela rf si t ul vi uj xj vj zj ti sr o Be 57 Be GE BC eo GE MODO AO And the next 128 characters are specific to the Windows Latin 1 character set rel lola af tj tj sl el Fat Masa Pres oe Pay mein Pe if af Po 2 Pa fel Papa aa aa aa PAPA APA A Ape ej e e e el api alt e E da The Index Character Map ZyINDEX can index text in any code page However depending on the code page some characters should be ignored or two different characters should be treated as the same character or should be indexed but treated in some special way because they are at the end of a sentence i e period exclamation mark etc These settings are stored in the index character map specifying two properties for every one of the 256 characters in the code page Should it be mapped to another character What type of processing is needed for the character Character Mapping The character set shows the different types of processing that are used for the characters The character mapping can be different for different languages Typically indexes are made case insensitive by mapping
97. oise words are for example prepositions to in of conjunctions and or but articles the an pronouns she he they and certain common verbs come see take All other words are content words tokens You search on content words Change the list of noise words before files are added to the index the character set charset pe The character set determines how words are separated which characters are indexed which ones are used for punctuation etc the field definitions Define fields You can change the field definitions For more information see the ZySCAN manual gt Add fields the email properties ed You can identify which email fields of messages in a pst email archive should be extracted and indexed as key fields the custom data folders A You can start the old v4 interface of ZyINDEX This enables you to change the locations of the data folders like you did in v4 All created indexes will be stored in the index list In earlier versions the format of this file was Ist now an XML file is created as well Edit the excluded file types a Click the Custom data folder button b Start Explorer c Goto the directory with the data folders d Drag and drop the folder s with OCRed files to the ZySCAN Text files tab Text is taken from the contents of your files to form a comment From your image text files the first 1 024 characters of the file are taken e Drag and drop the folder s with TIFF files to t
98. on gt Hits gt Redact All 15 To redact the currently selected green highlighted hit go to Redaction gt Hits gt Redact Current After redaction the next hit will be selected 16 To customize the appearance of the redactions go to Redaction gt Hits gt Customize Appearance 17 To restore the appearance of the redactions to their original state go to Redaction gt Hits gt Reset Appearance 18 Go to File gt Export to export the image with the redaction to a new TIFF file or email The redaction will thus be made permanent Result You have replaced search hits in ZyFIND with redactions and exported them Note Intelligent Redaction only works with ZySCAN documents 176 Conditions You want to add a stamp to a document You have created an index with XML Wrapper in ZyINDEX Build and added scanned documents using ZySCAN for more information on how to proceed see Review Guide Index Scan Find Instructions 1 Start ZyFIND and select the correct index 2 Enter a query and click Search 3 Select a document and double click to view i i The Stamp Properties dialog appears You can select a stamp from the library or create a new one 4 Goto Stamps gt Stamp Tool gt Stamp or select the Stamp tool icon Create Image is in development 5 Ifyouwantto create a text stamp click Create Text The Define Text Stamp dialog appears Define a Title for the stamp Define the Text If you want to in
99. or frequent use You can use it to minimize the size of the ZyLAB user database after major changes 97 Define User Identities Conditions The identities of users can be defined by adding values to relevant user fields such as Company Department Address etc Instructions 1 In ZyINDEX gt Security select Users gt Available Users 2 Select a user 3 Select Edit user fields PI 4 Fill out edit the relevant fields Click OK Result You have added edited information about the identity of a user Note In the ZyLAB user groups the added information can be used to base queries on and store the results of the query in a user group For instance create a couple of new users with in the department field the value sales They will become a member of the sales group if the sales group is defined of course Two important options are to Reload or Refresh user s from the original source This makes sure that all user properties are synchronized Reload will check if the user is still present in the domain and if so update the expiration date Refresh will check if there are any modifications Changes that are made to users via WinNT will be updated Optimize database is a technical solution and is not recommended for frequent use You can use it to minimize the size of the ZyLAB user database after major changes 98 View User Properties Conditions You want to view the user properties of a user Instruc
100. or more information see Functional Security page 134 and Functional Application Security page 133 4 Ifyou want to automatically import NT users and groups select On Ifyou only want to import NT users from existing NT groups select the check box 5 Default Refresh Time the default time after which newly created or imported users will be expired may be set on No caching Each time a user performs an action in ZyINDEX ZySCAN and ZyFIND his account will be checked on the network Information about the account will not be saved However this will slow down performances It is the opposite of Never where the account will never be checked and exists with no time limit Minute Hour Day Week Month Never 6 If you want users to renew their session enter username and password on the Web Client after a certain time frame select a time frame for Webserver Session Timeout from the dropdown listbox 7 Ifyou want to be able to send email PIN codes via an external server define the SMTP server For example 01 companyname wan If no SMTP server is defined the current machine will be used as SMTP server If you want to send PIN codes select that option PIN codes can be sent either locally for example IIS or via an external server specified in the field above 8 When you are finished choose one of the following options If you changed some settings click Update Ifyou want to restore the def
101. ord Last Saved By Author Subject Title Abstract Account Address Attachments Authorization Backup Date Bill To Blind Copy Carbon Copy Category Checked By Client Completed Date Character Count Page Count Word Count Creation Date Department Destination Disposition Division Document Type Minutes Edited Editor Forward To Group Language Last Print Date Mail Stop Matter Office Operator Owner Project Publisher Purpose Received From Recorded By Recorded 172 10 11 Date Reference Revision Date Revision Notes Revision Number Secondary Author Section Security Source Status Typist Version Date Version Notes Base File Location and Version Number are extracted If you selected File System select the File System tab Select the system file properties you want to extract For example File name and Date created Click Apply If you selected Field Extractor Create key fields with Module field XML Wrapper first Select the Field Extractor tab Browse for the correct Field Extractor file This is an XML file To create one see Create Field Extractor File page 54 Click Open Click Apply XML and HTML files must be indexed using the indexing format ANSI Nowrap instead of AutoSenselNSO Otherwise the delimiters in the files will not be indexed and therefore cannot be used to extract field information Select the custom data folders icon In the ZySCAN Text Files
102. ort users from WinNT Domain to ZyINDEX For more information see Import users page 90 7 Apply rights as necessary webclient indexes data ZyFILES OS files etc 8 Create a new Webclient a Go to ZyINDEX gt Webclient b Goto File gt New c Define the Long Client Name HTTP alias client email address for example support com d Click OK 9 Select the Indexes folder and click Select 10 Select one or more indexes and click OK 93 11 Add users to the Webclient a Select User Roles gt Administrator b Deselect Inherit from ZyLAB roles c Select ZyLAB_Administrators and click Delete d Click Add e Select a user or user group and click OK f Repeat step d and e to add more users or groups g Delete the standard inherited user groups for Editor User and Guest 12 Select the Templates folder and select Advanced Security from the dropdown listbox 13 Click Yes click Apply click Yes Note If ZyNET or ZyNETlogin advanced security is running in integrated authentication mode in IIS users that are members from imported LDAP groups are not automatically imported in ZyLAB security based on their group membership when they perform an automatic login action to access a WebClient This information applies to ZyINDEX Security Version V5 0 SP4c For more information on how to solve this see Knowledge Base article PZ01713 94 Automatic user import from LDAP groups Problem Users in grou
103. ou want to control storage space and maintenance select the option Exclude TIFF files Properties of TIFF files will be filtered preventing the creation of fields for non existing or non relevant properties Define the Extract mode only new modified or all documents 6 Click Apply 7 If you selected Concept select the Concept tab Browse for a Concepts file to create a new one see Create Concepts File page 52 Or to use the example concepts file browse to Program Files ZyLAB Information Management Platform Extractors Concepts Make sure that the fields defined in the Concepts file are defined in the index Click Apply 8 If you selected Document properties select the Document Properties tab Define the maximum number of fields document properties allowed to be extracted This is recommended if you are working with large document sets with many different formats Click Apply Only document properties that are defined in the documents and listed Document Comment Keyword Last Saved By Author Subject Title Abstract Account Address Attachments Authorization Backup Date Bill To Blind Copy Carbon Copy Category Checked By Client Completed Date Character Count Page Count Word Count Creation Date Department Destination Disposition Division Document Type Minutes Edited Editor Forward To Group Language Last Print Date Mail Stop Matter Office Operator Owner Project Publisher Purpose Received
104. oups Select a role Index Administrator Selected users and groups USER C User C QC_Users ADMINISTRATOR Administrakare lt Ill Enable default NTFS security Inherit from roles Instructions 1 Selecta role in the right hand corner of the dialog To change the settings of the roles go to ZyINDEX gt Security 2 Select a user or user group from the available users and groups on the left 3 Click on the arrow to the right gt The user or user group inherits the settings permissions of the selected role 4 By default Inherit from roles is selected The inherited user group is grayed out If the Inherit from ZyLAB roles option is deselected the inherited user group turns black Now you are able to delete it Inherited user groups are used to automatically add default users to your index which makes the creation of new indexes much faster and adds security 21 5 Click Finish Result You have completed step 6 The index is created Use this index to store your data Build the index page 27 22 Reuse an index template Using index templates saves time as all the fields and You can create your own templates based on existing indexes see Create an index template page 23 or you can choose one of the following basic templates see Create an index based on a template page 25 23 Create an index template Conditions ZylNDEX is open Ins
105. ourt So you will extract information and place it in fields based on queries Document properties is information attached to a document with meta information For example Last Saved By Word Count Status File system is information defining a document on the system For example File name or Date created Field Extractor extracts information from documents based on a start and end delimiter The delimiters can be anything 4 Ifyou want to control storage space and maintenance select the option Exclude TIFF files Properties of TIFF files will be filtered preventing the creation of fields for non existing or non relevant properties Define the Extract mode only new modified or all documents 6 Click Apply 7 Ifyou selected Concept select the Concept tab Browse for a Concepts file to create a new one see Create Concepts File page 52 Or to use the example concepts file browse to Program Files ZyLAB Information Management Platform Extractors Concepts Make sure that the fields defined in the Concepts file are defined in the index Click Apply 8 If you selected Document properties select the Document Properties tab Define the maximum number of fields document properties allowed to be extracted This is recommended if you are working with large document sets with many different formats Click Apply Only document properties that are defined in the documents and listed Document Comment Keyw
106. ows you to index mail messages and attachments during indexing Both will be searchable after indexing MAPI Message Application Programming Interface is part of Microsoft Outlook Index compressed files allows you to index documents stored in compressed ZIP files Password protected ZIP files cannot be indexed but will be logged Index non recognised file format as ASCII allows you to index files that cannot be opened select the option Index non recognised file format as ASCII via ZyINDEX gt Options gt Global Settings gt Index preferences Define the maximum number of files to be processed in each index session Define the maximum size of the token spill file 14 Step 5 Define fields Conditions You are creating an advanced index Step 5 Define fields of the Index Wizard is open Create new index wizard Step 5 Define fields Define fields and views Define sort options Define C Synchronize fields Data Source Table Mame E Mail properties Modify Database Connection Instructions 1 Click Define The Field definitions window appears 2 Click Add definition The New Field Definition window appears 15 Name Type Index Search View Edit ODBC Lookup Name Type Plain text Field mi Type specific options Default value Fixed value Value file name 3 Enter the Name of the field A field name may not conta
107. programs Preparing documents for full text retrieval Make all your documents accessible To make your documents accessible you have to archive them Archive your documents using ZyINDEX and ZySCAN During archiving your documents are formatted prepared for full text retrieval This allows you to search and find your documents When preparing documents for full text retrieval follow the steps below Create an index Create a job template Scan and or Import Add fields optional OCR optional Export Build the index SN o Y E e De gt One or more steps of steps 3 to 6 may be fully automated once you have defined the settings in a job template in ZySCAN Creating an index is the very first step of preparing your documents for full text retrieval There are three ways to create an index Create a standard index You do not have to define settings or add modules Just follow the standard procedure and let ZyINDEX do the work for you Choose this option when you have a limited amount of time or when you do not have specific requirements Create an advanced index Using the Index Wizard you follow all steps needed to set up an index This allows you to create an index tailored to your specific requirements Reuse an index To save time you can create new indexes based on the settings of old indexes These old indexes were saved as templates Using this template means you can skip most steps of the Index Wizard
108. ps imported from an active directory using WinNT or LDAP are not authenticated at logon When an active directory group is imported in ZyLAB security users that group is not authenticated and added to the ZyLAB security user database When a LDAP group is imported a member of this group that is logged on as the current logged is not authenticated by ZyLAB security If the Automatic logon setting is active in ZyLAB security General Settings users in LDAP groups should be automatically imported in the ZyLAB security users database from the LDAP group directory when logging on to a WebClient Automatic login or starting a ZyLAB windows application This is not happening users are not imported and thereby authenticated as an anonymous user account that can result in denied access permissions Solution If you want to setup import from active directory you have to complete the activedirectory attribute marked with green If it appears you can automatically import or refresh a user when logging in using basic clear text authentication but not when using integrated windows authentication then probably you have to configure a special user and password which has rights to access the active directory marked blue How to configure ZyLAB LDAP integration to import users and LDAP groups from an active directory to support users to be automatically imported from imported LDAP groups on logon When a LDAP group is imported a member of t
109. re created You want to add subgroups Instructions 1 Goto Security gt Groups gt Available groups 2 Select the correct group Click the Add and remove subgroups icon 2 4 Select one or more groups subgroups 5 Click OK Result You have added users by selecting groups subgroups 90 Users Import Users Conditions One of the first steps in Security is to import or create users There are two default users the anonymous and the administrator One user is created for you so that you can manage the accounts If that is not done yet you can follow the steps below to import yourself and other users Instructions 1 Open ZylNDEX gt Security or in ZyLAB Web Client click the menu Admin gt Security 2 Goto General gt Users gt Import Users 3 Select one of the following options from the Source dropdown listbox RMA If you want to import users through the Records Management Application WinNT If you want to import Windows NT users through a domain Working in a network domain the network administrator already defined for each user an account name with security policies Users log on to the network using this account and they will be able to navigate over the network Drives or directories that are secured for this user cannot be visited or opened XML If you want to import users through an XML list ZyLAB If you want to import users through known ZyLAB users Active Directory If
110. rresponding XML File 158 Process your Paper DOCUMENTS 159 Move Copy or Upload Electronic Files sa nn eee ee senee enter enen ee veniten 160 Archiving with ZyINDEX Import ii 161 Archiving Documents from Applications ui 169 index Folder SErUCtU T aa sone nte neve cd n idos 170 Data EXT iii A Aita 171 Cr ate Concepts Flen asni na o od er u kesh este 173 Intelligent Redactioni iii nil Maia 175 ZVFIND Stamp Fooli s r piera iras 176 PAS 178 Interface Lan Qua ge adm e ie 179 Global Settings sin e ot 180 A e Aa e iii 181 System Settin ES cv dei ana Sh deshta A N 182 TIFF Conversions Settings eee eee ceco ceceno 183 TIME Pa case luni ila an 184 PUDO A ita 185 Web Client anida 186 About ZyINDEX ZyINDEX creates and manages all components of your searchable archives that contain scanned and electronic information Searchable archives The structure of a searchable ZyINDEX archive is comparable with the index of a hardcopy encyclopedia An encyclopedia s index is an alphabetical list of major words and concepts with references to specific books and the pages on which a word or concept is located ZyINDEX goes one step further it records the position of all the words so that you can contextually search for any word or combination of words and sort the results in order of relevance a concept called full text search
111. ry after indexing Hyperlinks recommended Allows you to create hyperlinks between parts of documents after indexing in ZyFIND Add new documents to the Table of Contents All new documents will be placed in a New folder in the Table of Contents You can define a name for the Table Of Contents folder for new documents 12 If you select the option Add new documents to the Table Of Contents you can also select the option to Disable creation of subfolders Use this option if you have an index with fields with the option Add new documents to TOC folders specified in field value selected Step 5 Define fields page 14 and you do not want to use slashes semicolons or commas to create subfolders You can choose the option Use path of document in the file system if you want to add documents to the Table of Contents using the file path Define the number of folders that should be removed from the root Do this if you do not want to include the whole path but only the path from a certain root folder You can choose to Exclude tiff files from being added to the Table of Contents Audit Allows you to keep track of user actions Quick build enabled recommended Allows you to use Quick build when building the index Only files that are marked new changed or deleted are indexed Export electronic document properties to xml wrapper During indexing document properties of any new or modified electronic document that ca
112. s page 8 select a Database Fields scenario from the dropdown listbox 71 Module fields Select fields and fieldsproperties for each module with dynamic fields al Module Scenario Drop Existing Tables y n fe Traianos el D___ Fields are listed in the Fields txt file of the index which can be found at ZyLAB Data Indexes index name FIELDS Double click on the chosen Database Fields scenario Select MyTable Type Dbsync ld PrimaryKey Indexed PrimaryField Default default default Name Path Textl Memo Number Number2 Datel Booll String String String Valuel Memo 1 1 0 20031022165920 0 Integer Float Date Boolean 00200000A R 00000000R 000000000 Double click on a cell to change it It is possible to change the names of the fields only the name and path fields or guid can not change because of the database connection The values of the Id fields are used for the database values and for the fields txt To save and close click OK Click Close 73 8 If you do not want to use the existing tables select the checkbox Drop Existing Tables 9 Click Next 10 Before you can create a connection to a database a database needs to be created Generate database Connection String C Windows Authentication Username Password Databasename DBFIndex
113. s can be removed but it is still not possible to search on them In case there are some words you don t want users to be able to search on add them to the noise word list The other way around is also possible of course The noise word list is stored in the index and has a NOI extension Character set The character set determines how words are separated which characters are indexed which ones are used for punctuation etc All possible characters that can be recognized and searched on can be found in the character set Edit the character map Character sets and Windows Code Pages The most common character set is the American Standard Code for Information Interchange ASCII which describes 256 characters punctuation including old style signals such as the bell signal etc However after the fast internationalization of the computer there became a need to customize these codes for certain languages containing accented characters Most accented characters used in western European languages are coded in the standard ASCII set However languages with entirely different character sets for example Russian and Arabic or some Latin based languages with very rare accents i e Serbia are not present in the standard ASCII table To facilitate such international character sets Microsoft has introduced the concept of code pages in Windows Basic concept of the codepage is that it represents every one of its 256 characters with a single byte Examples
114. s dam and ms dam are valid conditions but Am st dam is not AND and OR and precedence operators using AND and OR operators and brackets you can construct complex conditions for example Amsterdam and Paris or Washington NOTE When using AND or OR the document security module will construct an XSL stylesheet to test the condition Use of XSL stylesheets may cause a decrease in performance USER PROPERTY resolving followed by the name of a user property will be replaced by the corresponding value of the current logged on user The user property may be enclosed by quotes to indicate an exact match condition for example 130 SCOMPANY S DEPARTMENT and Test Department USER GROUPS restriction HGROUPS GROUPS as a query value can be used for fields containing a comma separated list of ZyLAB groups and or user account names The user will be granted access to the document if the user is member of one of the listed groups accounts in the document field for example HGROUPS NOTE This value cannot be combined with other values AND OR Rules The following AND OR rules apply Multiple field value restrictions in a single query will be combined with AND 7 Reference Test Department J Language Name Jy File Name GROUPS Multiple queries in a single document group will be combined with OR ea 7 File Number 55 and 16 and 17 J Langua
115. s is the case do not change the location of your data files or index files Instead you should rearrange your data structure Start ZyINDEX and erase the old index contents and rebuild it Then use ZyPUBLISH again To save one more level publish the index directly to c instead of c PublishDir CD writing programs offer several filenaming options as 1509600 Joliet Romeo 1509600 will work on the most platforms but does not allow longer filenames and directory names than 8 3 characters This setting therefor is not recommended The Joliet specification is 1509600 compliant but allows filenames and directory names up to 64 characters For most indexes this will be sufficient The Romeo specification allows for filenames up to 128 characters but is not offered by all CD writing program Tips for testing the proper working of your CD after burning 1 Test the CD on another computer then the one you made the index on or used for publishing the CD with ZyPUBLISH Make sure the test computer on which you test the CD does not have drives with the same volume label as the CD hint for this reason do not use company names as volume label in ZyPUBLISH To test if your CD is drive letter independent choose a test computer with a CD player that has another drive letter than on the computer on which you published the CD If ZyFIND is already installed on the test computer it is not recommended to install ZySEARCH Therefore cancel installing Zy
116. s that full text search results are directly linked to their guid without database look up Document groups with simple group templates i e User SAccount are matched more efficiently so that some queries are performed 3 4 x faster 133 Functional Application Security Functional Security allows you to add security to functions of ZySCAN ZyINDEX ZyFIND ZyALERT ZyLAB Web Client or ZyLAB Federator Functional Security is role based This means that security is defined based on the role a user group has been assigned The functions a role is allowed to perform see Roles and their default Functions page 138 can be changed The order of steps to be taken to set Functional Security is as follows 1 Install the Security license key 2 Enable Functional Security in ZyINDEX gt Security via General gt Settings Select Functional Security gt On Click Update 3 Create Users and User groups in ZyINDEX gt Security via General gt Users page 90 and General gt Groups page 85 4 Assign Users to Roles and Assign Roles to Functions see Functional Security General page 134 Functions of specific Web Clients or specific indexes can be secured too So there are 3 security contexts ZyscAN ZyINDEX ZyFIND ZyALERT and ZyLAB Web Client Index and Web Client In the ZyLAB context the Webclient context will be ignored If a user has been assigned to more than one role within a single context t
117. security with File System Network Security page 115 Document Repository Security page 123 Functional Application Security page 133 Audit Trail page 106 Standard Security ZyLAB supports standard 78 VPN Virtual Private Network Http no firewall issues Secure Https HTTPS SAN Storage Area Network use mounted drives b Socia Ansa Network access permssione te ocrypton matie XM storage eit bj VFN connecion to webserver in the LAN neteork Webserver INTERNET E 3 E E Trj eri 0 MTTPS connection to webserver n tre DAZ Webserver Direct disk access is not required a A storage area network SAN device can be used for secure storage of files b a virtual private network VPN connects outside users to the internal LAN and c a HTTPS connection can provide a secure connection to a Webserver in the demilitarized zone DMZ User Authentication Windows authentication ZyLAB Webserver IIS Integrated or Basic Clear Text Authentication ZyINDEX ZyFIND etc Windows logon ZyLAB authentication ZyLAB Webserver only Standard use of SHA1 Secure Hash Algorithm 1 see Glossary gt Hash code to communicate and store password hash Create a fingerprint from every document file in the ZyLAB System ZySCAN Export Upload Webserver Use secure http https to achieve a higher level of security 79 Basic Web Login Webclient login page prep
118. selected index has quick build enabled Manual settings run the selected Action s at the specified frequency 7 Click Add Now 126 8 Click the Service button or select Timer gt Service from the menu bar to display the Install Timer as Service window You can run the timer as a service either locally or in a domain For a domain you must obtain the domain name the user name and the password Make sure the defined user has full control on all index data and temporary folders Select Use local system account or enter the domain name the user name and the password The default Temporary directory is the standard ZyLAB folder If required you can change the folder Set the process priority to the level required default is Normal Click Install Service to install the service Install Timer as Service A use local system account Domain Name ZYLAB User Name john Password 0000000 Temporary directory C zyLAB DatalTempi Process priority O High 9 Normal O Low Install Service Result The Timer is set up The service runs in the background and continuously updates an index automatic mode and or starts the manually selected actions on an index Note It is recommended that the index receives a full build periodically for example 1 time per day to ensure all changes appear in the index You can add this manually to ZyTIMER using the Add Ind
119. ss manage data stored in that database With the Database Settings Wizard you will be able to define all the settings needed to establish a connection between ZyINDEX and the database Instructions 1 Create an advanced index to Step 5 Define fields page 14 see Create an advanced index page 5 2 To define the database connection in Step 5 click the Wizard button Database Connection 3 The ZyLAB Database Settings Wizard appears The wizard allows you to connect ZyINDEX to ADO in order to access manage data through an OLE DB Provider ODBC or native provider The ZyLAB Ado xml file enables the link between the ZyLAB index es and the type of database that is being used Welcome This wizard will allow you to connect your index to a database eg Table of Contents Database Fields Workflow Document Management Press Next to continue 4 Click Next 5 Choose a type of database engine the software component that is used to create retrieve update and delete data from a database 70 v4 ZyLAB Database Settings Wizard Database provider Choose which type of database provider you want for your database connection Database provider O MS Access 97 PostareSQL O MS Access 2000 Oracle O MS SOL Server MySQL Choose from MS Access 97 MS Access 2000 MSSQL Server PostgreSQL Oracle MySQL 6 Click Next 7 If you selected the Database Fields module in Step 2 Module
120. stallation these databases are empty and can be filled with the Security tab in ZyINDEX Underneath the Security tab folders can be found in which the users groups can be imported created and the identities of the users can be defined Default user roles are created which can be used or adjusted to fit your needs During installation you can choose between five types of security No ZyLAB Security standard network access only Advanced Server Import user groups from the NT domain An anonymous user account enables you to access the databases and add your own user groups Advanced Server Enter your own user groups Advanced Client Use existing database NT domain Advanced Client Use existing database own user groups The first option does not install security If you are no Domain Administrator you choose for Advanced Server Import user groups from the NT domain The 4th and 5th option both assume a working security database is in place 82 Settings Before you start using ZyLAB Security walk through some basic settings Instructions 1 Select ZylNDEX gt Security Secuiv or in ZyLAB Web Client click the Admin gt Security menu 2 Goto General gt Settings 3 If you want to enable Functional Security select On A folder with two subfolders will appear in the tree structure Here you can add security to functions of ZySCAN ZyINDEX ZyFIND ZyLAB Web Client and ZyALERT F
121. stand it any more and will give a too many tokens error This may happen for instance in cases with low quality images causing the OCR engine in ZySCAN to produce many hyphens Note that this can be prevented by selecting the prevent punctuation option in the scan template Punctuation processing Build uses punctuation processing for characters trailing a word for example example amp 3 O Build strips these characters during processing so that they do not interfere with searches For example a name J R Ewing will be searchable as jrewing Note that and lt gt are not typical punctuation characters Apostrophe processing When words contain a normally occurring apostrophe for example she s or they re or O Brien Build uses apostrophe processing The word appears to ZyINDEX as if they are not present Unused characters are characters we cannot search on The file with the character set can be found in the index directory and has a CHR extension The file that controls the actual mapping of characters on another character is the EN3 file 66 Using the Command line Go to Start gt Run The Run dialog box appears with the Command Line text box active Type this information into the box to start ZyINDEX Path to the shareable files e g d Program Files ZyLAB Information Management Platform Bin Executable program file e g ZyINDEX EXE For the commandline options described below it is
122. t and is called AUDIT dbf Much information is logged in this database and are linked with the XML files due to the GUID Some examples are User Computer name date and time index name file name Guid Application For more information about the data that can be logged see Retrieve Audit Trail data page 109 107 Create an Audit Trail index Instructions O o UL S o ee Open ZyINDEX gt Build Go to File gt New Enter a Short name for example Audit Enter a Long name for example Audit Trail Index Select Audit trail database Click OK An Audit trail index contains 12 fields by default To be able to search on these fields in ZyFIND do the following a b c d e f g h Select Define Fields Select a field Select Edit definition Select the Search tab Select Add to index Click OK Repeat steps a to f for every field you want users to be able to search on Click OK 8 Build the index once Click Build gt Now blue triangle gt Go gt OK The Audit Trail index is built and ready to store all actions for specific indexes Note The user has to enable Audit in ZyINDEX and select the Audit Trail index to be used to log audit actions and to select the Indexes and Jobs that must be audited See Enable Audit Trail page 108 108 Enable Audit Trail Instructions 1 Open ZylNDEX gt Build 2 Open the index you want to audit 3 Click on Index Settings i and selec
123. t the Settings tab 4 Make sure the Audit option is selected 5 Click OK Now all actions related to this index will be audited 6 Goto ZyINDEX gt Security gt General gt Audit Trail 7 Select Enable Audit Trail 8 Select an Audit Trail index from the dropdown listbox 9 Click Save 10 Deselect the actions you do not want to Audit 11 If you want to enable Audit trail in one or more indexes click the Indexes button Select the indexes you want to Audit e Click OK 12 If you want to enable Audit trail in one or more job templates click the Job Templates button Make sure that the job templates you want to Audit are selected e Click OK 13 Click Save Result Your actions on the selected indexes and job templates will now be saved in the Audit Trail index You can use ZyTIMERService and Quickbuild to build the Audit Trail index every 10 minutes 109 Retrieve Audit Trail data Instructions 1 Open ZyINDEX and build your Audit Trail index 2 Start ZyFIND 3 Goto File gt Select Index es gt Audit Trail tab 4 Select the Audit Trail index 5 Click OK 6 Search for EOD and select Search Audits This will list all Audit Trails If a normal search is done on the Audit Trail index you get a result list that is filled with XML files that contain the logged document actions done by the users Open one of the results The contents will be similar to the following example lt ID gt BB1A09AF
124. t your document go to File gt Export Result You have created text stamps and added them to a document 178 ZyINDEX Options The ZyINDEX Options contain the general settings for the various functions in ZyINDEX Many of the options are not activated until you select its related feature button in the ZyINDEX user interface 179 Interface Language The Interface Langauges selector lets you select a new language for the user interfaces in the ZyLAB Information Management Platform programs You have to restart to see the new language and the language is applied to all programs in the platform ZyLAB IM Platform Interface languages Select new language for user interface English American xi Changing language will only take effect after closing the application and restart again 180 Global Settings Global Settings has the following options Folders page 181 System Settings page 182 181 Folders The Folders tab lets you sepcify the paths to the various folders ZyINDEX uses to store index and processing data Index root directory Ci zyLAB Datal Indexes Index data root directory C ZyLAB Datal Index Datat Temporary directory CHZyLAB DatalTemp Index template root directory CHUZyLAB Data 2yINDEX Templates 182 System Settings The System Settings tab lets you set the following To log every function that is being used se
125. tab select the xml folder and double click in the right hand pane on Format Select from the dropdown listbox the ANSI NoWrap value and click OK Click OK Result You defined an index with XML Wrapper and defined the data you want to extract while indexing Now you can add documents to your index and build it Remember to select the option Extract data before clicking GO 173 Create Concepts File Conditions You have created an index with XML Wrapper and selected Concept as the Data Extractor Instructions 1 Select the Concepts icon Concepts 2 Goto File gt New 3 Select New File and click the right mouse button 4 Select New oN DO y 10 11 The New concept dialog appears New concept Name Field Define the name of the concept for example Possible Suspects Click the Index button Select an index with XML Wrapper and Concepts selected as the Data Extractor Click OK Select a field from the dropdown list box A successful search executed with the concept Possible Suspects will be placed in the Suspect field If the selected field is a list field with a number of defined list field values it is possible to Generate a concept entry for each list field value This means that several searches can be executed which will be placed in the selected field Click OK You can create as many concepts to a XML concepts file as you like Click Add Define the ID t
126. tab and click Define Follow step 2 6 above For more information on defining fields Refer to the ZyLAB Information Management Platform manual 168 XML file with Fieldnames and values lt xml version 1 0 standalone no gt lt zylab gt lt document version 1 1 gt lt fields gt lt field id FieldName1 gt Value1 lt field gt lt field id FieldName2 gt Value2 lt field gt lt field id FieldName3 gt Value3 lt field gt lt fields gt lt document gt lt zylab gt 169 Archiving Documents from Applications Archiving documents from applications will be possible as well For instance mail messages can be stored in the index via Outlook After installation an extra button called archive messages in Outlook appears with which you can archive important mail Select the messages you want to store in the index and press this button A copy of the file is made and will be stored in the index For more information refer to the ZyLAB Archiving Services for MS Office manual 170 Index Folder Structure Index data folders The index data folders are automatically made when an index is created The locations of the index data are physically separated from the locations where the indexes are stored The folder with the index data contains 4 folders electronic tif txt and XML The folders are there to store the documents processed with ZySCAN txt tif xml or the documents that are stored directly i
127. the index Optimize To optimize index storage space and search speed Use this option to maintain the index after large changes Extract Data To extract document properties file system concept language and or field information from documents while indexing Save time If building indexes is taking too much time reduce the number of Update and Optimize actions If existing index documents are not changed or deleted and only new documents are added to your index then doing a frequent Add action will be sufficient to update the index Indexing large unknown data sets If you are indexing large unknown data sets for example a hard drive of a confiscated PC raise the number of recognizable file extensions via ZyINDEX gt Options gt Global Settings gt Index wizard For more information see Power User Manual gt Advanced Indexing gt Indexing recovery problem files View Log File 1 Goto View gt Log File 2 Select an index 3 Click Open index 4 View the Log File 30 TIMER Scheduled indexing If you want to build the index es at specific times or intervals you can schedule indexing You can have different schedules for the respective functions Add Quick build Update and Optimize This allows one to for example build the index hourly and to update and optimize it daily Also any number of indexes can be scheduled However too many scheduled indexes and they will be skipped automatically due to la
128. til Finish 11 Click the Define Fields button 12 Click Add Definition 13 Enter a field Name for example Title 14 Select the Index tab Select Module field and choose the XML Wrapper 15 Click OK 16 You can repeat steps 13 to 15 for all the fields you want to create 17 Click OK 18 Click Now blue triangle to build your index 19 Click Go 20 Click OK Result You created a XML index and added some fields Structure of an index that contains a XML Wrapper The structure of an index that contains the XML wrapper module differs slightly from a normal index An extra folder called ZxpPlugin is created in the index folder In this folder two extra folders are created named PluginGuid and XMLFields the latter contains the index that makes the XML tags with the field values full text searchable The XML files itself are stored in the Index data gt Short Index Name gt XMLFields folder The first contains a database that keeps record of which XML files belong to which documents When you build the index that contains the XML wrapper not only the data stored in the index will be made searchable but the XMLindex will be build as well So you will be able to search on the field information as well 156 Note It is possible that you import documents that already have information stored in a XML file that contains information about the document For the field definitions in the index use the definitions from t
129. tions 1 In ZyINDEX gt Security select Users gt Available Users 2 Select a user 3 Select User properties date created modified expired EJ 4 Click OK Result You have viewed the user properties of a user 99 Add change password Instructions 1 In ZyINDEX gt Security select Users gt Available Users 2 Select a user from the list 3 Select Set user password e 4 Define a new password and repeat it 5 Click Change password Result You have created changed the password Note This User Password combination will be used in ZyINDEX and is different from the domain password Difference between passwords and PIN codes Every user in ZyINDEX can have a PIN code but imported users preferably do not have a ZyINDEX password PIN codes are saved in another way than passwords PIN codes are essential for the use of digital signatures If a user signs with a different PIN code this will result in a different signature Therefore an overview of old PIN codes and their users is kept so also signatures set with old PIN codes can be checked for authenticity Users receive a certificate that their PIN code is submitted by ZyLAB 100 Create change PIN code Conditions You want to create a PIN code for a user so he can get access to documents with Digital Signature fields for example in Modules gt Workflow see the ZyLAB Workflow manual gt Security gt Digital Signature I
130. tive Directory Organizational Units section Example lt source id LDAP SAMPLEDOMAIN username SAMPLEDOMAIN JOHN password mypassword gt Note If ZyNET or ZyNETlogin advanced security is running in integrated authentication mode in IIS users that are members from imported LDAP groups are not automatically imported in ZyLAB security based on their group membership when they perform an automatic login action to access a WebClient This information applies to ZyINDEX Security Version V5 0 SP4c For more information on how to solve this see Knowledge Base article PZO1713 96 Create Users Conditions ZyINDEX is open Instructions Q 1 Click the Security icon ra 2 Go to General gt Users gt Available Users An overview of all available default ZyLAB users is shown Click Create 4 Define an Account name 5 Define the Fullname When auditing this full username will be registered in the Audit trail and used for logging the user 6 Click Create Result You have created a user Note e Two important options are to Reload or Refresh user s from the original source This makes sure that all user properties are synchronized Reload will check if the user is still present in the domain and if so update the expiration date Refresh vvill check if there are any modifications Changes that are made to users via WinNT will be updated Optimize database is a technical solution and is not recommended f
131. to the list of available NT services and is started immediately It will also run when the system is logged off Verify 1 Go to Start gt Settings gt Control Panel gt Services Windows NT or Go to Start gt Settings gt Control Panels gt Administrative tools gt Services Windows 2000 2 Verify that TIMERservice has started 3 If not make sure that the user used to run this service has been granted access to run NT services 36 Monitor scheduled indexing You can monitor the scheduled indexing using the log file Conditions ZyINDEX is open If you are running the scheduled indexing as service it is possible to check the log file without stopping it When scheduled indexing is running in the foreground stop the indexing process to enable the ZyINDEX interface Instructions 1 Click the TIMER icon Timer Wiew log file 2 Click the View Log File button Result The log file tells you if the indexing process ran and when how long and how many files were indexed before merging to the existing index word list a ZyTimer log Notepad BAX File Edit Format view Help Jul 2009 29 STARTUP Jul 2009 29 Indexing options automatic 0 quick 1 add 0 upd Jul 2009 gt Begin indexing C ZYLAB DATA Indexes intX Jul 2009 3 Performing Quickbuild international Jul 2009 z Indexing CINZYLAB DATA Indexeshint finished Jul 2009 Quickbuild Done international 37 Technical impl
132. tructions 1 2 3 4 5 6 Go to File gt Open Select the index you want to reuse Click OK Go to Build gt Save as template The Save as template dialog appears Save index as template Name C Save table of contents CI Save command script C Save as index series Data root Local data root Give the template a name Select if necessary one or more of the follovving options Save table of contents Saves the table of contents made for the existing index in ZyFIND Save command script Saves the locations where the existing index was built over Save module settings 24 Save as index series Index Series templates are used to automatically create new indexes in the same series when the current index reaches a cutoff limit set by a time interval or the index size The index series can later be searched as a single index For the Index Series Template to function you must add the index to the Timer See Index Series templates page 55 for instructions Result You have created an index template 25 Create an index based on a template Zy INDEX in installed with some standard templates These are Audit Trail database Contains Audit Trail module link to Audit Trail database and all relevant fields see About Audit Trail page 106 for more details eDiscovery Contains all fields necessary for storing document information necessary for the eDiscov
133. ts and With Audits has to be enabled to do such a search these options are available when the Audit index is selected Search Documents Search Audits with Audits 114 Suppress job in Audit Trail Itis possible to log all actions of ZySCAN which are defined in an Audit Trail index therefore it is possible to see exactly who and on which day and at what time opened a job closed a job deleted a job created a new job created a new job template created a new text txt XML file created a new image TIFF file exported an image TIFF file and edited fields Template Wizard Internals Internals C Suppress job in Audit Trail C External Link If you want to prevent that actions performed during a job in ZySCAN are logged select Suppress job in Audit Trail when creating a job template Using this template when processing a job deactivates the Audit Trail in ZySCAN If you are running a large number of jobs it may be convenient to turn the Audit Trail off It will prevent the accumulation of large quantities of data which could potentially slow down system performance 115 Ass AA le oysteM N ertworK Security File System or Standard NTFS Windows New Technology File System Security provides performance security reliability and other advanced features such as file and folder permissions encryption disk quotas and compression ZyLAB NTFS Security can be given on general
134. ument If these actions for certain users or groups are blocked with functional security it will not be possible to execute these actions 124 Create Document Security index Instructions O A AE e e he pe RP BB U p W N FP O 16 17 18 19 20 21 22 Open ZyINDEX Select the Build icon Go to File gt New Fill out a Short Index Name max 8 characters Fill out a Long Index Name max 80 characters Describe the contents of the index in more detail Select Index Wizard Click OK Click Next Select Document Security and use the arrow to the right to select the module Click Next three times Click Define Click Add definition to define a new field Fill out the Name field and select a Type from the dropdown listbox Select the Search tab Make sure Add to Index and Input required for searching and Add to index comment and Show in result list are selected Click OK Repeat step 14 to 18 to add more fields Click Next Click Finish The Document Security index is created Go to ZyINDEX and click on the Now button blue triangle to build the index for the first time Click Go Click OK to finish the build process Result You created a Document Security index and added fields These fields enable Document Security Add documents fill out the field values and build the index again Now the index is ready for full text searching Note The Document Securit
135. uments to the Target box to archive the files in the preferred way 4 Click OK 5 Archive files Double click on the shortcut Drag and drop folders with files to the shortcut Select a file click the right mouse button select Send to gt Shortcut to ZyINDEXImport exe 162 List of arguments Move or copy files to local network index Move files instead of copy Files will be removed when copied successfully but the directories in which they were saved will not be Advanced options Add files to the QuickBuild table only which enables Quick Build in ZyINDEX Files are not moved or copied so only local network indexes can be selected Unzip zipfiles directly into indexdata directory structure Zip files are NOT extracted anymore as stated in previous versions The future of this feature is not yet determined Upload files to an inter intranetindex U files to an inter intranet index CAN fs TT Advanced security with the ZyLAB Security model instead of ISS Advanced options specified webclient and index which allows you a Complete http location of ZyNET but without 163 to add functionality Adding fields to one or more files O lt O fields to one or more files Field name and value to set with the file s X Specifies a xml file which contains fields for the file s Shows the field editor to add fields manually More options Message boxes will not be displayed
136. ur indexes on document level and allow or deny access to certain groups of documents based on a field query Document Security is based on the meta information of the documents First document groups have to be created that contain users or user groups To these created groups queries over the meta information of the index can be added So everybody who is a member of a certain group is only allowed to view the documents that meet the defined search query Document Security is effective only if field values are added during archiving There is of course an evident relation between document security and functional security The actions that can be done on the documents are secured with functional security So in case you allow a user group to search in certain document groups the actions the user group can perform on the documents depend on the given functional security In order to use document security on indexes the Document security module has to be selected when you create the index step 2 of the Index wizard Do not forget to define the fields document security is based on them For more information see Create Document Security index page 124 Via ZyFIND and the ZyLAB Web Client different actions on the documents can be executed The actions are listed below list document view document edit document fields delete document split document merge document delete page s of document export document print doc
137. ve with the arrow to the Selected fields You can move the selected fields up or down Select a selected field and click Edit Choose the Sort direction Ascending or Descending 17 Ifyou want to sort words with numbers naturally select the checkbox Use natural sort This will result in the following order Picture1 jpg Picture2 jpg Picture3 jpg Picture4 jpg Picture5 jpg Picture6 jpg Picture7 jpg Picture8 jpg Picture9 jpg Picture10 jpg Picture11 jpg Picture12 jpg Instead of Picture1 jpg Picture10 jpg Picture11 jpg Picture12 jpg Picture2 jpg Etc Click OK Click OK The Sort option will be added to the Web Client 10 If you want to select a datasource that contains a table with records that can be synchronized with fields in text documents that are indexed select Synchronize fields Click Browse to select a datasource Enabling this option will activate the database synchronization frame in the field definition dialog For more information see Synchronize fields and database records with ODBC page 59 11 If required click Modify to select which email properties of emails in a pst email archive should be included extracted and indexed as fields 12 If you want to connect your index to a database click Wizard For full details about using the database wizard see Database Settings Wizard page 69 13 Click Next Result You have completed step 5 Step 6 Security appears
138. w away Also less indexes makes it easier to find the right one Moving indexes to categories also makes them easier to find See Create and edit categories Erase Only the vocabulary of the index will be erased All index settings keys fields Table of Contents Concepts etc will remain available The next time you build an index you can use the same index definition Erase your index if you get many unresolved links or if you want to clean up your index Also erase and rebuild your index if the index has been corrupted for example due to an system crash during indexing All files within the index directory except files within the Text and Tiff directories will be erased Files that are not expected within this directory will also be erased from the system Delete All index files including thesaurus character sets and noise words and the index directory including files that are not index related will be deleted Deleting your index means that the index definition as well as the contents of the index are deleted This is done when the index is not needed anymore 40 Remove an index Conditions ZylNDEX is open Instructions 1 Goto File gt Delete or Click the Delete button x The Index Management dialog appears Ed Index Manag File Index Categories Sali E Standard gi Number of indexes selected 0 2 Click the Remove from index list button x f Click Close 4 Cl
139. wing running changing and deleting Each selected right permission is displayed with a character The inheritance type is also displayed with a character o Object Inheritance file inherits the right c Container Inheritance folders inherit the right p No Propagate subfolders and files inherit the right but not subfolders of subfolders or files of subfolders i Inherit Only right is inherited but not for the folder itself h Inherited right is inherited set on a higher level and thus displayed in grey 4 Alternatively you can select Apply these permissions to objects and or containers within this container only 5 Click OK 6 Repeat these steps for the different sections and user groups for which you want to set NTFS Security rights Result You set the NTFS Security rights for a number of sections and user groups 120 Set Index NTFS Security Conditions You created an NTFS Security index ZyINDEX is open Instructions 8 1 Select Security Security 2 Select File System Network Security 3 Select an index from the dropdown listbox If you select an index created without the NTFS Security module but with the option Enable functional security and default NTFS security selected Step 6 Security you can also set the index NTFS rights However users will be able to see the documents they are not allowed to open in the result list 4 Select from the Section dropdown listbox
140. with corresponding XML file Run this job to process your electronic files 159 0 Process your Paper Documents Instructions 1 ZySCAN is open 2 Select New Job 3 Select the correct template 4 Click Import 5 Close the job Result Your documents have been processed Check the XML files that are generated by the importfilter If the import filter finished this job then you can find a few XML files in the XMLFields folder in the index data directory of the index When there were three fields present in the imported XML file the XML file ZyFIND uses for searching the index will look like this lt xml version 1 0 encoding UTF 16 standalone no gt lt zylab gt lt document version 1 1 gt lt fields gt lt field id identification gt myname lt field gt lt field id date gt 20021029 lt field gt lt field id test gt sometestdata lt field gt lt fields gt lt document gt lt zylab gt Note To import and process a complete directory in one go one can use the ZySCAN NT service or the run unattended options For more information see the ZySCAN manual gt Semi automatic job processing 160 With the ZyINDEXImport command line utility one can move or copy files to a data directory of a designated index or upload them to an index via a website Users do not have to know where the data locations are They just point to a file they want to upload to a specific index
141. with the electronic file in your archive For more information see Upload Electronic Files Batch processing To increase the flexibility of this solution the ZyLAB software comes with a special program ZyINDEXimport exe This program adds electronic files immediately to the archive and can include manual indexing data as well This manual indexing data must be stored as an XML file and the ZyINDEXimport exe file will convert this information into the archive where it is used as a manual index The ZyINDEXimport exe can be used with command line options so you can use this program from within your own program to store information in the ZyLAB Archive This makes it possible to easily integrate the ZyLAB software with numerous applications Indexes that contain the XML wrapper module work in close harmony with the ZyINDEXimport functionality Also see the Review Guides on how to Configure and Use this Module available on the Support site support zylab nl or in the ZyLAB program s Help gt Guides and Manuals menu 155 te an XML index Instructions Open ZyINDEX Select the Build icon Go to File gt New Fill out a Short Index Name max 8 characters Fill out a Long Index Name max 80 characters Describe the contents of the index in more detail Select Index Wizard Click OK Click Next O DO sh e ul ee Ni a Select the XML Wrapper and use the arrow to the right to select the module po o Click Next un
142. y index may be added to an Enterprise Web Client This will allow users to use Document Security via the web 125 Set up Timer Service It is recommended that the TIMER Service is used to build the index automatically after changes to fields thus ensuring that the index is always up to date Installing the Timer as a service enables the Timer to run constantly in the background building the index as changes are made Automatic mode or at a set time frequency manual settings Note You can only apply automatic mode when the selected index has quick build enabled Note As the Timer is run as a Windows Service it continues to run in the background even when ZylNDEX is closed Instructions 1 Select the TIMER icon Timer 2 Click New to display the Add index window hdd index Index directory Index name Last update Hour 9 ES July 2009 gt Minute 17 lt gt gt 1 2 3 4 5 6 7 8 SH 0 li 12 13 14 15 16 17 18 19520 2L QZ ZI 24 28 26 27 28 29 30 31 Frequency O Every 1 1 minute s Action Y add O Every 1 IS hour s O Every 1 day s Update O Every 1 week s C Optimize O Every 1 1 month s 3 Click Select The Select Index vvindovv appears 4 Select the Document Security index 5 Click OK 6 Select the mode Automatic mode starts a quick build each time an Index item is changed or added Note Automatic mode is only active when the
143. you want to import users through distributed networking environments 4 Ifyou selected RMA select a Location from the dropdown listbox WinNT select a Domain from the dropdown listbox In case you have multiple domains only trusted domains from the domain your machine is in will be known to the application If therefore your user domain is not listed you could opt for other user types like import from a XML file or you can manually key in users see Create users page 96 XML select a File from the dropdown listbox ZyLAB select a Table database from the dropdown listbox Active Directory select an Organizational Unit from the dropdown listbox 5 Select individual users from the list 6 Click Import user s 91 Result You imported users through the RMA a Windows NT domain a XML file or a ZyLAB table Note The authentication of the users will be done automatically with use of the NT domain security settings The users and groups used for the NTFS security has to be NT based otherwise the authentication will not work Also see ZyNETLogin Import Windows NT users page 92 Whenever you import users groups from AD or even RMA you should adjust the settings xml default settings xml looks at ZyLAB Active Directory 92 ZyNETLogin Import Windows NT users ZyNETLogin enables you to authenticate users by using integrated or basic clear text authentication This will allow you to import Win

ZyINDEX Manual - Orion Township Public Library

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