Initial configuration and indexing setup in Copernic Desktop Search

How to configure your Copernic Desktop Search software after launching in order to get your initial indexing going.

http://www.copernic.com

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when your
initial configuration is done when your
extension
has been enabled you can now configure
your kaepernick desktop search to
index what you need so you need to go
in tools menu options
and you will see here emails and
organizer
you're gonna have to wait maybe a couple
seconds to see your outlook profile
detected if you see it is taking too
long
or the email and organizer are not
properly detected you can go in advanced
menu
and just change the outlook plugin
to another one so the native
plugin from for outlook is
the right one if you if you're using a
the latest version of outlook
but if you're using an older version of
outlook you can
use the outlook add-in or the net office
plug-in
but for me i'm using the latest outlook
2016 and it's the same for 2019
in emails and organizer just wait a
couple minutes and you're gonna see your
email folders
right there to index you can choose
to index the whole mailbox or you can
select the folders that you want to be
indexed
i would suggest at this point to remove
the contacts and the global address list
if you're in a professional environment
because the global address list
might take long to index and you might
want
to have your files indexed first so
just uncheck the global address list the
contacts
and everything and just skip to the
files
section right here you're gonna see many
folders
already detected so kaepernick desktop
search
at first is designed to index your whole
computer
you you're gonna see the c drive here
indexed for
folders and subfolders you're gonna see
your desktop documents
downloads music pictures and videos if
you don't
want these files and these folders to be
indexed you can just skip them
so if i don't want half my videos and
exit i can just
click on this source here and just click
on
skip all you can add
manual folders by clicking the add
button
you can just browse your computer and
just select
what you need and just select
after if you need to index those folders
and the subfolders or if you just want
to skip
the subfolders you can select each
category if you're indexing a music
source for example you can just
remove the other ones and just keep from
the for the music
if you need some folders to be indexed
in priority you can just select them so
if you
if for example here i want to index my
desktop
documents and download folders in
priority
i can just select them here
i would also suggest not to remove
those source right here like the c
configuration the program files the
c users or c windows because those
folders
are often containing system
files that doesn't need to be indexed
at all or could cause issues with your
software
so i would really suggest to keep those
folders skipped for the index and
just add manual folders that really need
to be indexed
so right here i have my c drive and my e
drive if you have an external drive you
can just
select hit right here browse your pc
and select the drive that you need to be
indexed so right here
those are shared drives
on the network you can just select which
one you want to
index click on ok
and it's going to be indexed you must
take note that
for the shared drives on your network
they must be indexed with the
same drive letter each time so if you're
rebooting your computer
and the network drive is always changing
its drive letters you have to go in the
windows settings
and fix the drive letter
always on the same source otherwise
kaepernick is going to be indexing all
the time each time you reboot your
computer it's going to have to rebuild
its index for that source after that you
can just go in the browser
if you want to index your favorites or a
history
you can just select which one you want
so in my opinion i don't want to have
those things indexed in my kaepernick
desktop search so i'm just unchecking
those boxes after that you can
add google drive if you want to sign in
with google
if you have you you must have google
drive installed on your computer
first and then you have to sign in with
google
allowing authorizing kaepernick desktop
search to
index those sources you can just do the
same thing with
onedrive dropbox but all of those
cloud drives must be installed on your
computer first
after that you have the image text
recognition though so
it's the ocr processing you must choose
here
the type of language that you you're
gonna
have in your documents so if you mostly
have
only english documents you just select
english
if you have documents translated in
english
spanish french you just select the
language that you need
at this point because if you select
every different languages it might have
some performance and speed impact on the
extraction process
so you should really just focus on
the type of language you're really using
in your documents
this image text recognition is letting
kaepernick desktop search to scan your
pdfs and image files that has
some text inside that has been like
for example a scan documents
uh if you scan a document you're gonna
see the text but the text might not be
recognized
so kaepernick desktop search can do the
thing and
index your scanned documents and the
text content inside after that you're
going to see the
indexing and performance menu inside
that menu
you will have all the categories here
and the refresh interval
and indexing so if you want for example
your emails to be updated every day you
you can choose it right here it's
updated every day
by default but you can just modify the
settings like to change it for every
couple days or every three days
if you want your file pictures music and
videos
refreshed every day you can just select
change for one day and just
click on ok you can disable some
refresh for example history and favorite
if you want to disable it
you can just disable those sources
here you're gonna have to perform daily
indexing tasks
you can choose at what time you need
this indexing task to be scheduled
so by default it's at midnight
so you can change it for the time
that you would like after that you will
have
the index location right here if you
want to put
your index in a different folder or a
different drive you can just
change in the index location here you
will
see a clear index and red index of
button
here so you should just use the
that function only if you're having
troubles with the index uh
or if the support team is asking you to
do it
so usually you will not have to
use that function here you will see the
clouds
the maximum file size for content
indexing by default
it's set at 50 megabytes you can
set at a higher rate
you must know that this setting is only
for
content indexing so it means that
if you have in your onedrive dropbox or
google drive
files that are higher than 50 megabytes
only the first 50 megabytes of the
document will be indexed
for content otherwise if you have like
for example
a 100 megabyte document
stored in your cloud locations
the first 50 mb will be indexed for
content so you can just put this
on a higher rate if you want to have
your
complete documents indexed for the
clouds
in the advanced menu you will see a
couple of items feature
for the file types for example so here
is the list of all the
file extensions that are recognized for
kaepernick desktop search so if
some of the file types you don't want in
your index
for example here i have a lot of
dot log documents on my computer
and i wouldn't want them indexed in
copper nick because i don't really use
them
you can just select the file type and
just remove it
if you want to add a new file type you
can just
add it and for example that's
x y z and just select
which category for that fight i for
example here it would be a file
you can choose which index action you
want for this type of document
so here you will see document content so
if you want to try
to extract the content you can choose
document content
if you want if you only want the file
name indexed you can just
select file name only so make sure
you're choosing the right options for
what you need
because if you're selecting document
content
kaepernick desktop search will try to
open it
and just extract the content so if you
have
large files it might take long to index
those kind of files because
kaepernick will might have to use
all the different extractors and just
try them
on each and different files so it might
take
longer to index your settings
on the bottom of the page you will have
the other
settings so you can just choose if
whether you want to
start kaepernick desktop search when
your windows is starts
you can enable the keyboard shortcut so
the shortcut is just
pressing ctrl key twice and it's
it's going gonna open kaepernick the sub
search ready
to uh to perform a search you can also
check or uncheck the site search terms
history
if you want to keep your search history
the search as you type so if you're
starting to type
a word it's gonna start to search
already
if you're experiencing some issues with
the performance with the software
you can just disable this item
here you will have the join the early
access update program
this is for advanced user that would
like to
have updates more often we are actually
pushing updates at least about like
four or five times a year with the early
access update program
and for the normal update program it's
about like one or twice a year
here you will also have like the outlook
plug-in that i talked to you
about earlier so the native plugins for
the like outlook 2015
2016 and 2019 and if you're using
earlier versions of microsoft outlook
you might need to use the outlook item
or the net office plugin
to be able to index your content
if you're using a proxy you can change
your proxy settings right here
and if you want to show or
hide some items in the categories you
can just select them
here so this is for the main view so if
i just like
remove the contacts and history
favorites when i go back to the main
view
i will just have those
categories just hidden so right here
you're seeing that i removed
the favorite history and everything the
contacts
you will see here that the index
documents will be deleted from the index
from
for the disabled category so if you're
indexing contacts history or favorite
you should keep them checked on this
page you should now go back to main view
you're almost ready to go with the
software
so at this point you can see here at the
bottom screen
the idle state paused by system
monitoring
this is the indexing status that you're
seeing right here
so if you want to index faster for your
initial index
you can go in tools menu indexing
performance and just select
unrestricted this is going to use all
computer resource
this is going to help building your
index faster
so if you have a lot of documents to
index
your initial index can take like from
few minutes
up to a few hours and maybe in some
cases if you're indexing a lot of
sources a lot of
documents it might take a couple days to
complete the initial
indexing so after that once your initial
index will be built
you will only have to refresh once in a
while
your sources to complete everything and
make sure
make sure you have all the new documents
indexed and deleted documents also
removed from your index
so if you want to perform a manual
update
at this point my initial indexing is not
completed
so i should not already asked for a
manual update
but once the indexing here you can see
its
idle state and not paused by
system monitoring because if it's paused
by system monitoring it just means that
the the indexing is just on pause
for a low impact on your
resources so keep it on unrestricted
for as long as you can for initial
indexing
it's going to index for the next couple
hours
and just finish indexing everything you
can see the indexing status in the view
menu
indexing status it's going to show you
how many
indexed documents that you have in your
kaepernick desktop search
and you're going to see the file and
folder scanning here
everything that's being indexed is
displayed here
once you're done with seeing the
indexing status you can just
go back in the view menu and just click
again on indexing status
so if you want to have more information
about kaepernick desktop search
i would suggest to just subscribe to our
youtube channel
or go in your kaepernick desktop search
software
and go to help content to see
our online help so that's it i hope it
helped you
with kaepernick desktop search and when
the initial indexing will be completed
you
you will be ready to go and search
within your computer