Profiles and sources are important concepts of AutoFocus Server. A profile gives access to a collection sources. Profiles provide specific views on the sources to users. Sources represent the locations where documents and other items (images, movies, etc.) can be found. Profiles and sources are explicitly defined by the user, providing full control over what information is being searched through. Sources can be stored in the default (or local) metadata back-end or in another (remote) metadata back-end.

Profiles configuration

A user get access to the content scanned by AutoFocus Server via the profiles. A profile is a collection of sources either defined by this AutoFocus Server instance (local sources) or imported remotely from other Servers somewhere on the net (remote sources).

Profiles are configured in Profiles section of the Administration Console.

Creating new profile

To create new profile, click on Add new profile link.

See: Creating new profile

Editing a profile

To configure existing profile, click on Edit link of this profile.

See:

• Editing a profile
• Adding a source to profile

Deleting a profile

To delete a profile, click on Delete link of this profile.

Deleting a profile does not affect the sources attached to it. To delete a source, refer to Sources section of the Administration Console (see "Sources configuration").

Refreshing a profile

To refresh the profile, click on Refresh link.

Scheduling the profile updates

To configure automated refreshing the source, click on Refresh schedules link for this source.

See: Scheduling the profile updates

Exploring the profile

To explore the profile content with AutoFocus Server Guided Exploration interface, click on Explore link.

Sources configuration

Sources represent the locations (like websites and folders on a local or network drive) where documents and other content items can be found.

To configure sources used by AutoFocus Server, log into Administration Console and select "Sources" in the main menu.

Adding new source

To add a source to AutoFocus Server, click on Add new source... link. On the next screen select the type of source you want to add:

• Adding a folder source
• Adding a web-site source

New source will be initialized after refreshing (see "Refreshing a source").

Editing a source

To configure existing source, click on Edit link for this source.

See: Editing a source

Deleting a source

To delete existing source from AutoFocus Server, click on Delete link for this source. Note that a source will be deleted from AutoFocus Server repository only. It does not affect any physical files contained in this source.

Refreshing a source

To refresh a source (check a source for changes and update the AutoFocus Server repository), you can choose either Refresh or Full rescan links.

• Refresh starts an incremental update process ignoring unchanged documents (only new and modified documents will be processed)
• Full rescan does full re-scanning of the source processing all documents located in it (may take an amount of time)

Scheduling the source updates

To configure automated refreshing the source, click on Update schedules link for this source.

See: Scheduling the source updates