Integrating IBM Content Navigator With IBM Content Analytics With Enterprise Search Using Plugin

Integrating IBM Content Navigator with IBM Content Analytics with Enterprise Search using plug-in By Suneetha Kaditi & Yogendra Srivastava

 Abstract: This article provides the basic step by step s tep process of installing and configuring a plug-in plug- in to integrate IBM Content Navigator with IBM Content Analytics with Enterprise earch! By integrating IBM Content Navigator with IBM Content Analytics with Enterprise earch using a  plug-in" we can leverage the features of IBM Content Analytics with Enterprise earch to enhance the search capabilities in IBM Content Navigator!

About the authors: Suneetha Kaditi is a System Software Engineer with IBM FileNet Enterprise Content Management team at IBM In the past two and half years years she has wor!ed for se"eral different IBM produ#ts li!e $or!pla# $or!pla#e%&' e%&' Appli#ation Engine' Content Engine' IBM Content Capa#ity (lanner' IBM Content Na"igator on different platforms )ea#h her at !suneeth*inibm#om +ogendra Sri"asta"a is a Senior Staff Software engineer with ten years of e,perien#e in -ealth#are and Information Management domain -e is #urrently responsible for IBM Case Manager for -ealth#are design and de"elopment at IBM . India Software /ab (rior to this wor! he was ar#hite#t and te#hni#al lead of 0B1 -ealth Ad"isor Ser"i#e and wor!ed on "arious IBM produ#ts namely Cognos' S(SS' IBM Content Analyti#s' 0B1' FileNet -e has deli"ered se"eral te#hni#al sessions to Customers and 2ni"ersities on IBM te#hnologies )ea#h out to him at ysri"asta"a*inibm#om

Table of Contents: 1. Overview Overview of of IB Conten Contentt !avigato !avigator r and IB IB Content Content "nalyt "nalyti#s i#s with with $nter%rise Sear#h . Benefits of Integrating Integrating IB IB Content Content !avigator with IB Content Content "nalyti#s  with $nter%rise $nter%rise Sear#h '. Setu% for Integration Integration of of IB IB Content Content !avigator with IB Content Content "nalyti#s "nalyti#s  with $nter%rise $nter%rise Sear#h a( Setti Setting ng u% IB IB Conte Content nt !avi !avigat gator or  b( Setting u% u% IB Content Content "nalyti#s "nalyti#s with with $nter%rise $nter%rise Sear#h #( Setting Setting u% IB Conte Content nt !avigato !avigator r with IB IB Content Content "nalyti# "nalyti#s s with $nter%rise Sear#h by #onfiguring the IB Content "nalyti#s with $nter%rise Sear#h %lug)in *. Con#lu #lusion +. ,eferen#e

 Integrating IBM Content Navigator with IBM Content Analytics with Enterprise Search by using a plug-in Introdu#tion: This article provides the basic step by step process of installing and configuring a plug-in to integrate IBM Content Navigator with IBM Content Analytics with Enterprise Search By integrating IBM Content Navigator with IBM Content Analytics with Enterprise Search using a plug-in! we can leverage the features of IBM Content Analytics with Enterprise Search to enhance the search capabilities in IBM Content Navigator

 1. Overview o IBM Content Navigator an! IBM Content Analytics with Enterprise Search" IB Content !avigator: IBM Content Navigator is a fle"ible and custo#i$able application that provides users with a console for wor%ing with content fro# #ultiple content servers IBM Content Navigator helps co#panies provide #anaged access to large volu#es of electronic data IBM Content Navigator enables users to search for and wor% with docu#ents that are stored in content servers that are located around the world fro# a web browser IBM Content Navigator is available as a custo#i$able web client! a #obile app! and as an integration with Microsoft &ffice 'ou can use the A(Is to e"tend the web client or to build custo# applications IBM Content Navigator can be used to access #ultiple content #anage#ent repositories 'ou can also configure the sa#e instance of IBM Content Navigator to access #ultiple types of content #anage#ent servers! depending on your business needs  'ou can use IBM Content Navigator to connect to the following repositories)  IBM Content Manager Enterprise Edition  IBM Content Manager &n*e#and  IBM +ileNet (,  IBM Content Manage#ent Interoperability Services CMIS. for IBM Content Manager  IBM Content Manage#ent Interoperability Services CMIS. for +ileNet Content Manager •

•

•

•

•

+or #ore infor#ation on the capabilities of IBM Content Navigator! see http)//picdheib#co#/infocenter/p,docs/v0r1#2/topic/co#ib#installingeucdoc/eucao2 23ht#l

 4ith IBM Content Navigator! users can) Search for content that is stored on the repository   (review docu#ents  5iew docu#ents side-by-side  Edit docu#ent properties  Add annotations to docu#ents  Send docu#ents and lin%s to docu#ents through e#ail  (rint docu#ents  *ownload docu#ents •

•

•

•

•

•

•

•

In addition! if you use IBM Content Navigator with IBM Content Manager or IBM +ileNet Content Manager! you can) Browse for content that is stored on the repository   Search for content that is stored on the repository by running a te"t   search  Save docu#ents! folders and other content as favorites  Edit docu#ents  Add docu#ents to content servers  &rgani$e docu#ents by creating folders and adding content to the   folders  6se wor%flows to) 3  7eview and approve docu#ents 1 Assign wor% to users 8 6se the version control rules that are set on the repository  4 Create tea#spaces to provide a focused view of the content and ob9ects on the repository  •

•

•

•

•

•

•

•

•

In addition! IBM Content Navigator provides a powerful platfor# for building custo# web applications to #anage content 'ou can use various e"tension points and application progra##ing interfaces A(Is. to e"tend the e"isting web client by adding custo# actions! #enus! layouts! or services  'ou can also use the A(Is to) •

•

•

•

Build custo# applications that incorporate IBM Content Navigator features without using the standard web client  Access the A(Is for the content servers Create plug-ins to i#ple#ent the functionality that you want to add to the web client by using the :ava A(I Create custo# widgets to use with plug-ins by using the :avaScript A(I

IB Content "nalyti#s with $nter%rise Sear#h:

IBM Content Analytics helps organi$ations to derive new business understanding and  visibility fro# the content and conte"t of unstructured infor#ation Enterprise search helps organi$ations to #a%e content fro# #ultiple structured and unstructured sources searchable  by enterprise users IBM Content Analytics with Enterprise Search co#bines the strengths of the following two technologies) a faceted interface for e"ploration and a search interface Through a provided content #ining interface! business analysts can interactively e"plore data fro# different facets and discover relationships between various facet values Through an interface designed for search! enterprise users can ;uery the inde" to find and retrieve relevant docu#ents fro# a ran%ed list of results

 #. Beneits o Integrating IBM Content Navigator with IBM Content  Analytics with Enterprise Search" If you have IBM Content Analytics with Enterprise Search installed and configured! you can use IBM Content Analytics with Enterprise Search plug-in that is included with IBM Content Navigator The plug-in enables users to search one or #ore IBM Content Analytics with Enterprise Search collections fro# the IBM Content Navigator web client 4hen a user enters search ter#s in the search field in the global toolbar! the plug-in provides the following capabilities) •

•

•

•

•

Type-ahead search suggestions  An esti#ated nu#ber of results for the search ter#s  4hen the user runs the search! the Analytics view opens and displays the full list of search results! the facet tree! and the dyna#ic facet tree The user can then view and wor% with the docu#ents that are returned by the result IBM Content Analytics with Enterprise Search is integrated as a plug-in to IBM Content Navigator This plug-in supports searching across different repositories and data sources that are configured for use with IBM Content Navigator
 $. Setup or Integration o IBM Content Navigator with IBM Content Analytics with Enterprise Search The section includes three parts) a5

Setting up IBM Content Navigator

 b. Setting up IBM Content Analytics with Enterprise Search c. Setting up IBM Content Navigator with IBM Content Analytics with Enterprise Search by configuring the IBM Content Analytics with Enterprise Search plug-in

a% Settting up IBM Content Navigator" This IBM Content Navigator setup is using 4ebSphere =2213! *B1! 4indows 122, and is configured with a +ileNet (, repository 3

Install IBM Content Navigator and run the Configuration and *eploy#ent tool by either selecting in the installer itself or by #anually running the config#gr tool fro# the following IBM Content Navigator location) C)>(rogra# +iles",?.>IBM>ECMClient>configure>config#gre"e

1

In the IBM Content Navigator Configuration and *eploy#ent Tool! create a new deploy#ent profile

 Fig 1:Application Server properties in the IBM Content Navigator Configuration and  Deployment ool

6

Select the repository to be configured with IBM Content Navigator This repository #ust  be already set up and should be in wor%ing state 4e have selected IBM +ileNet (, for our setup

 Fig !:"ist of repositories displayed in the IBM Content Navigator Configuration and  Deployment ool

4

Configure and deploy the web application

*epending on the repository type and application server! the list of tas%s to be e"ecuted are displayed These tas%s #ust be run successfully before you deploy the IBM Content Navigator application in the application server

 Fig #:"ist of tas$s of displayed in the IBM Content Navigator Configuration and  Deployment ool 

+ollowing are the list of tas%s to be run which are applicable for +ileNet (, repository and  4ebSphere The following tas%s re;uire values that will vary depending on your Content Engine! *atabase! <*A( authentication! and so on +or help on co#pleting the tas%s! see http)//picdheib#co#/infocenter/c#od/v,r0#2/topic/co#ib#installingeucdoc/eucco22 @ht#l

3

6pdate the +ileNet (, Client Connector +iles

1 Configure the Connection to your <*A( server 8 I#port your Content Engine
+ig @)*eploying the application in the IBM Content Navigator Configuration and *eploy#ent Tool

 After the deploy#ent process of IBM Content Navigator is done in the application server! we can verify that IBM Content Navigator was successfully deployed to web application server by accessing the web client &pen a web browser and enter a 67< in the following for#at) http)//hostname:port /navigator By default! the conte"t root is navigator
Install IBM Content Analytics and access the ad#instration console by entering the following 67<) http)//hostname) port /ESAd#in/ %here hostname:port is the host name and port of the server %here the administration console is installed& All of the re'uired servers and services need to (e started (efore you can access the administration console&

 Fig ):IBM Content Analytics %ith *nterprise Search Adminstration Consol  Creating Collection ' Crawler"

 Fig:+ Displaying Collection and Cra%ler

1  A collection contains the entire set of sources that users can ;uery at a ti#e 4hen you

create a collection! you specify options that apply to the entire collection The collection is e#pty until you add content to it  "og in to the administration console& ,n the Collections vie%- clic$ Create Collection& 6 ,n the Create a Collection page- provide information such as the Collection name and

the Collection type& Specify the type of collection that you %ant to create: an enterprise search collection or a content analytics collection& Depending on our re'uirements such as %hether it should use document cache- thum(nail images- and so on- enter your values and create the collection& 4  After the collection is created! to add content to the collection! e"pand the collection In

the Crawl and I#port pane! clic% "dd a new #rawler 'ou can configure crawlers for the different types of data that you want to include in a collection A single collection can contain any nu#ber of crawlers 4hen you configure the cra%ler- you specify options for cra%ling documents in folders and document classes&

Crawl do#u-ents fro- ile!et /0: To create or change a +ileNet (, crawler! log in to the ad#inistration console  4hen you create the crawler! a wi$ard helps you do the following tas%s) •

•

Specify properties that control how the crawler operates and uses syste# resources The crawler properties control how the crawler crawls all of the docu#ents that you add to the crawl space Specify infor#ation and credentials that enables the crawler to access the IBM +ileNet (, server

 Select the folders or document classes that you %ant to include in the cra%l space& .hen you select the targets to (e cra%led- the top level of the hierarchy tree sho%s the o(/ect stores on the server& ,n second level- the 0oot Folder and 0oot Class are displayed& If you select the  0oot Folder- a list of root folders in the o(/ect store is displayed on third level& If you select a  0oot Class- a list of root document classes in the o(/ect store is displayed on third level& After epanding the root folders and root classes- select one or more folders or document classes to cra%l& •

Inde do#u-ents fro- ile!et %0 The inde"ing services provide both docu#ent processing and inde"ing capabilities +irst!the inde" service reads crawled docu#ents in the file ;ueue of the data store To prepare a docu#ent for inde"ing! the docu#ent processor tas%s e"tract and analy$e the te"t and #etadata for each docu#ent Start the inde" so your docu#ents will be inde"ed

 Fig:2 Displaying indeing documents from FileNet 34

To ensure that users always have access to the latest infor#ation! incre#ental inde" updates occur auto#atically when new docu#ents are ready to be inde"ed Sear#hing 2o#u-ents: &pen the Enterprise Search Application console and search for a docu#ent fro# +ileNet 7epository 'ou should be able to display the inde"ed docu#ents

.hen the user runs the search- the Analytics vie% opens and displays the full list of search results- gives type ahead search suggestions - the facet tree- and the dynamic facet tree& he user can then vie% and %or$ %ith the documents that are returned (y the result&

 Fig 4:Searching documents in the *nterprise Search Application Console

c% Setup or Integrating IBM Content Navigator with IBM Content Analytics with Enterprise Search by coniguring the IBM Content Analytics with  Enterprise Search plug-in. In order to integrate IBM Content Navigator with IBM Content Analytics with Enterprise Search! both setups #ust be available  After IBM Content Navigator is deployed! you #ust define at least one des%top *es%tops deter#ine the available features and appearance of the web client and configure connections to your content #anage#ent repositories to enable users to access content through the web client 2es3to% and ,e%ositories:  Access the IBM Content Navigator web client through the following 67< )  http)//hostname:port /navigator his 50" opens a default administration des$top %hen no des$tops are configured&

6ou must log in %ith the IBM Content Navigator administrator name that you specified %hen you ran the tas$ to update the data(ase script for your environment& o access the content in a IBM FileNet 34 repository- you must first connect to at least one repository and configure it to use IBM Content Navigator as a %e( client& Add a ne% repository to configure %ith FileNet 34& 6ou should connect successfully %ith your FileNet 34 repository&

 Fig 7:Creating a repository in the IBM Content Navigator %e( client&

 After you connect to and configure the repository! you #ust associate a des%top to enable users to access the content o create a %or$ing des$top- you must specify a name and assign an ID to the des$top& 6ou must also select a repository and associate that repository to the des$top& ,ptionally- you can specify other options and settings for the des$top- such as the contet menu options that users see %hen they %ant to add a document to a repository or the maimum num(er of documents that users can add at a time& Complete the remaining ta(s such as 8eneral Mo(ile- 0epositories- Appearance- and so on&

 Add a ne% des$top and associate your ne% des$top %ith the repository you created&

 Fig 19:Creating Des$top in IBM Content Navigator %e( client&

 After you have created your des%top! you can access that des%top by using following 67<) http)//hostname:port /navigator/des%topD Des$topID

The default des%top is the ad#inistrator des%top 

 Fig 11&Accessing ne%ly created FileNet 34 Des$top&

The des%top is now configured with a +ileNet (, repository and can be used to perfor# Enterprise Content Manage#ent operations o to the plug-ins section of IBM Content Navigator and specify the location of the ICA plugin :A7 file! which is located on the IBM Content Navigator server  Specify the %or$ing IBM Content Analytics server& Save and close the plugins section&

 Fig 1!: IBM Content Analytics plugin in IBM Content Navigator

o to the *es%tops section and select a des%top where you want to add the search capability of IBM Content Analytics Clic$ the Appearance ta(& In the "ayout section in the Displayed features area- add Analy;e Content to the list of selected features&

 Fig 1#& Configuring IBM Content Analytics in a des$top

IBM Content Analytics with Enterprise Search feature is added to this des%top +or any additional des%tops where you want to enable this search feature! repeat the step to add the  Analy$e Content feature to the des%top

 Access the IBM Content Analytics configured des%top and go to the Content Analytics view  E"a#ple) http)//hostname:port /des%topD ID  where ID<he des$top configured for IBM Content Analytics %ith *nterprise Search

 'ou can now view the IBM Content Analytics features in IBM Content Navigator

 Fig1= : IBM Content Analytics ype Ahead Search Suggestion in IBM Content Navigator

6ou can see in fig 1= - type ahead search suggestion for $ey%ord >?@&

 Fig 1): IBM Content Analytics Advanced Search in IBM Content Navigator  'ou can view the the Advance Search 4indow which gives different criteria to locate the search ite#

 Fig 1+ :"ist of IBM Content Analytics search results- the facet tree- and the dynamic facet tree in IBM Content Navigator 6ou can vie% the search results-the facet tree and the dynamic facet tree&

 (.Conclusion" he article has guided you through the step (y step process of integrating IBM Content  Navigator %ith IBM Content Analytics %ith *nterprise Search (y configuring the IBM Content Analytics %ith *nterprise Search plugin&  0eferences: 3 http)//picdheib#co#/infocenter/analytic/v8r2#2/inde"9sptopicD

F1+co#ib#discoveryesaddocF1+iiysai#pcsvht# 1 http)//picdheib#co#/infocenter/c#g#t/v,r@#2/inde"9sptopicD

F1+co#ib#installingeucdocF1+eucpl283ht# 6  3lanning- Installing- and Configuring IBM Content Navigator c17#21)1&pdf