Running Vetting Rules
When vetting rules are run, the vetting database is updated. You can set vetting rules to run on a schedule or you can run them manually.
When you run vetting, it adds information about new documents, updates information about existing documents, and removes information about deleted documents and documents no longer part of the vetted collection. It also adds information about new documents that result from adding, modifying, or deleting a rule.
Vetting runs as follows:
Vetting is run by vetting group (i.e., by collection). Inclusionary rules are processed first, followed by exclusionary rules. If global exclusionary rules are applied, they are run after the group's specific inclusionary and exclusionary rules. For more information, see this Vetting Rules Example.
- For both manual and scheduled launches, vetting runs only within the time window defined for the vetting window on the Indexing Server Setup page on the Setup tab. By default, a 24-hour vetting window is defined. If vetting is not completed at the close of the vetting window, vetting stops within 10-15 minutes and then continues when the vetting window re-opens.
- Vetting can run while end users are accessing the West km interface.
Manually Running Vetting for Vetting Groups
Manually Running Vetting Rules by Database/Library
Scheduling Vetting for a Vetting Group
Viewing the Status of Vetting
Manually Running Vetting for a Vetting Group
You can manually run vetting rules for selected vetting groups. In the Vetting Groups table on the Manage Vetting Groups page, select the check box to the left of each vetting group whose rules you want to run and click Run Selected.
When you confirm the request, vetting begins in accordance with the vetting windows (the time and type of vetting process) that are set up for the vetting group on the Indexing Server Setup page.
Manually Running Vetting Rules by Database/Library
You can manually run vetting rules for a particular DMS database/library in a vetting group. In the Run Status column in the Vetting Groups table, click Run next to the DMS database/library in which you want vetting rules to run.
Vetting begins in accordance with the vetting windows (the time and type of vetting process) that are set up for the vetting group on the Indexing Server Setup page.
Scheduling Vetting for a Vetting Group
To set a schedule to automatically run the rules for a vetting group, define a vetting scheduling window on the Indexing Server Setup page. When both a vetting scheduling window and a vetting window for the vetting group are open, vetting groups will be scheduled for vetting. To create separate schedules for different sets of vetting groups, define multiple vetting windows. For details, see Setting Up the Indexing Server, Adding Indexing Service Windows.
When you set up automatic vetting, it is recommended that you set the vetting scheduling window to a 24-hour open window (e.g., 12:00:00:00 AM–12:00:00:00 AM) and the vetting windows outside regular business hours.
Viewing the Status of Vetting
The Run Status column in the Vetting Groups table displays the status for each vetting group. Each DMS database/library is listed.
Job status indicators for the vetting process are as follows:
|
Job Status |
Description |
|
Scheduled |
Vetting rules are scheduled to run |
|
InProgress |
Vetting rules are currently running |
|
WaitingForWindow |
The vetting process has stopped at the close of the vetting window and is waiting for the window to reopen |
|
Success |
The vetting process has completed successfully |
|
Error |
An error occurred during the vetting process |
Note: When the vetting status is InProgress or WaitingForWindow for a vetting group, you cannot edit or delete the group or the vetting rules for the group.
To update the status indicators while the vetting process is running, click Refresh. (The page is not refreshed automatically.)
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