Clarity - Document Manager Filestore Questions

Document ID : KB000027263
Last Modified Date : 14/02/2018
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Description:

We have an On Premise installation and have some questions regarding the configuration of the Document Manager Filestore. Can you please answer these questions for On Premise installations.

Solution:

Question 1:
How can we tell if our documents will be stored in the Clarity database or on our specified file structure?

Answer:
Through your Clarity System Administration (CSA) application, you can see your configuration for your Filestore.

When you log into your CSA - go to the Server Properties Tab, then select 'Search' from the Tab Menu Choices.

Here you will see following options:

  1. Use Synchronous Indexing - checkbox

  2. Store Files in Database - this is a checkbox - Caution - if this is already checked DO NOT uncheck it - if you do so you will lose all the files currently stored within the database. (this answers question #2)

  3. Index Directory - must have this information regardless of where you are storing your files. This is used by the searching functionality.

  4. Filestore Directory - used if files are not stored in the Database - this is where you can designate the top level folder where the documents are going to be stored - the application will automatically create sub-directories and the files will be stored there.

Question 2:
If we currently have the installation configured to store documents in the Clarity database, is it possible to change the configuration to use a specific file structure and how difficult is the transition?

Answer:
NO - If you currently have your application configured to store files in the Database, it is not recommended to change the configuration - you will lose your existing files.