How to Enable Vorsite’s SharePoint Federated Search Web Part for EMC Documentum

May 21, 2009

Vorsite Federated Search for EMC Documentum

The Vorsite Federated Search Connector provides integration points between Microsoft Search Server 2008 or Microsoft Office SharePoint Server 2007 and Enterprise Content Management Systems such as EMC’s Documentum. By bridging the gap, Vorsite technologies allow information workers to seamlessly access relevant search results from multiple back-end systems, maximizing the value search delivers to enterprise customers. Federated Search Connectors utilizes the SharePoint search engine and the Documentum search engine to pass search queries to a target system and accept and display results returned from that system. Customers tell us, “I need to find all of the information I can about my client with one search query. I don’t care where it comes from; it just needs to be relevant.” Federated Search Connectors are the fastest and easiest way to perform a search query which is sent to both engines and the results are merged together in a single result view.

Advantages of Federating Content with Microsoft SharePoint Search

By using federated search to return search results:

  • You require no additional capacity requirements for the content index, as content is not crawled by the search server.
  • You can take advantage of a repository’s existing search engine. For example, you can federate to an Internet search engine to search the Web.
  • You can optimize the content repository’s search engine for the repository’s specific set of content, which might provide better search performance on the content set.
  • You can access repositories that are secured against crawls, but which can be accessed by search queries.

Key Features

  • Secure, accessible data
    Information workers use their enterprise content management platform permissions to maintain security of available content.
  • Enhanced business processes
    Federated Search connectors remove the need for multiple files and redundant information.
  • Improved quality of business decisions
    The Vorsite Search Connectors make it easier to locate and retrieve relevant data.

Enabling Our Federated Search Solution in MOSS Search Center *To continue with the instructions below we are assuming that you have already purchased the Federated Search connector from Vorsite, to purchase or get a 30-day free trial contact us.

  1. Install the Vorsite Search Web Part for Documetum which is a component of Vorsite Enterprise Productivity Suite for Microsoft Search
  2. Create a new Search Page, DCTM.aspx
    1. Go to http://MOSSServer/SearchCenter.
    2. Click Site Actions> Create Page.
    3. Create a new Search Page, call it DCTM. Choose (Welcome Page) Search Page for Page Layout.
  3. Add a new tab on the page that opens,
    1. Click Add New Tab
    2. Enter the details as follows:

      Tab Name: DCTM

      Page: DCTM.aspx

      Tooltip: (Optional)

    3. Click Ok.
  4. Create Search Result Page, DCTMResults.aspx. You should be on the Search Center page.
    1. Click Site Actions> Create Page.
    2. Create a new Search Results Page, call it DCTMResults. Choose (Welcome Page) Search Results Page for Page Layout.

      Eight web parts (Search Summary, Search Action Links, Search Best Bet, Search Statistics, Search Paging [2], Search High Confidence Results, Search Core Results,
      Search Paging [1]) are added by default. You can remove all of them.

  5. Add a new tab on the page that opens,
    1. Click Add New Tab
    2. Enter the details as follows:

      Tab Name: DCTM

      Page: DCTMResults.aspx

      Tooltip: (Optional)

    3. Click Ok.
  6. On the same page, locate the Search Box
    Web Part, click Modify Shared Web Part.

     

    1. Expand Miscellaneous
    2. Replace the value in Target search results page URL with DCTMResults.aspx.


    3. Click Apply and then OK to close the Tool Pane.
  7. Add v-Search web part to the bottom zone.
  8. Open the Tool Pane for v-Search
    1. Configure the web part as you would when adding to any other MOSS sites

    Tip: You can leave Tool Pane open for subsequent steps.

  9. You need the Advanced Search link. The easiest way to do so is copy the value from the browser.
    1. Click the Advanced Search link in v-Search


    2. Once redirected to v-Search Advanced Search page, copy the URL (from “/_layout” onwards) displayed in your browser, should like this:

      /_layouts/dctm6/webpartpages/ActAdvancedSearch.aspx?page=http://MOSSServer/SearchCenter/Pages/DCTMResults.aspx&wpid=g_f35e097e_9d0d_4671_a66d_a9890a86659e&returl=http://MOSSServer/SearchCenter/Pages/DCTMResults.aspx

      Note: replace MOSSServer with your server (and include port number if applicable)

  10. Go back to v-Search Tool Pane:
    1. Check Hide Search UI. Since the search string will be passed by the Search box in MOSS Search Center, the search box in <Vorsite Search> is redundant.


  11. You can update the Chrome Type to None so that v-Search does not have any title and border:
    1. Expand Appearance.
      Edit Chrome Type.


    Note: If you select None, you will not have access to the link for changing Documentum Credentials.

  12. Before you leave this page, the final step is to configure Advanced Search link in the Search Box web part.
    1. Locate the Search Box
      Web Part, click Modify Shared Web Part.
    2. Expand Miscellaneous
    3. Replace the value in Advanced Search page URL with the link you recorded in Step 8.


    4. Click Apply and then OK to close the Tool Pane.
  13. Go to http://MOSSServer/Search Center/Pages/DCTM.aspx. Locate the Search Box Web Part, click Modify Shared Web Part.
    1. Expand Miscellaneous.
    2. Replace value in Target search results page URL with DCTMResults.aspx.


    3. Edit Advanced Search page URL, replace the value with what you recorded in Step 8.


  14. Finally check and make sure you can search Documentum content before you check in and publish all new and modified pages.

    Tips: If you click Site Actions> Manage Site Content and Structure, the newly created pages/tabs can be found in Pages, Tabs in Search Pages and Tabs in Search Results.


Contact us at Vorsite, via the contact page, email (sales@vorsite.com), or phone +1 206 781 1797, Toll Free: +1 800 218 7260 to purchase or get a 30-day free trial .

Still have questions, please

The Vorsite Team


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