Index Upgrade in Administrator Mode
Customize your content in terms of text and metadata extraction. This often requires you to re-index portions of your content. In these cases, you can request an index upgrade of a certain set of documents (example: all pdf documents or all documents containing images) when you are an Goldfire administrator who is working in Administrator mode.
To request an index upgrade in Administrator mode:
- Select the corporate knowledge bases you want to work with.
- Perform this specific query: type an asterisk (*) in the query field and click Search.
- When all the documents from this query are returned (and when the category filters in the filters panel are displayed), select the filter categories check boxes to narrow down to the desired scope of documents.
- Click Index Upgrade.
- A Document Upgrade Request dialog box appears. Click Confirm.
When you make a request to upgrade the index in Administrator mode, Goldfire does not immediately perform this upgrade. The documents you request for upgrade will be updated in accordance to the Recurrence schedule. It is possible that some of the documents you have requested for upgrade must be upgraded by manually setting update tasks in the related knowledge bases. For details about viewing the status of index upgrade tasks, refer to the Index Upgrade Status page in the Goldfire Administrator help system.
Administrative filters
There are a number of administrative filters that can further help you narrow the scope of the search and also supports your index upgrade requests. When you are in the Administrator mode, you can find them under the Administrative section, in the filter panel. Hover over each field to get details about them.
Deleting a custom field
When you are working in Metadata Manager and deleting a custom field, you will encounter one of the following cases:
- When you delete a field, Goldfire identifies the documents that are associated with the field you are deleting. These documents are then flagged for indexing via the Index Upgrade Detection task. The documents are then processed according to the Recurrence schedule. It is possible that you must manually re-index the knowledge bases in which the documents are housed. For details Index Upgrade Detection, refer to in the Goldfire Administrator help system.
- In certain cases, Goldfire cannot identify the documents that are associated with the custom field that you are deleting. You must manually request an Index Upgrade for these documents, as described above.