Getting Started

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This guide explains the main steps to configure Constellio to search documents. The example used will show how to index and search the documents from the Constellio web site : http://www.constellio.com.

First, see Requirements.

Contents

Install Constellio

1. Download the compressed version of Constellio using the following link : Download
2. Uncompress the file on your hard disk;
3. (for *nix) Set security permissions:

chmod ug+x start_constellio.sh stop_constellio.sh
chmod ug+x tomcat/bin/*.sh

4. Run the startup script : start_constellio.(sh|bat) (according to your platform).


Access to Constellio

Open your web browser at the following URL http://localhost:8080/constellio. The page should look like Image 1.

Image 1 : Search interface before adding collections



Connect to the Administration Interface

Connect to the administration interface by clicking "Sign In". You will be asked for a username and password (see Image 2). A default administrator account is available with username "admin" and password "password".

Image 2: Connect to administration interface



Add a New Collection

Add a new collection by clicking on the button "Add a collection". For example, create a collection named "test" with the title "Test" (see Image 3). The other field are optional. Save the collection by clicking on "Save".

Image 3: Add a new collection



Add a connector

Click on the link "Manage connectors" to add new connectors to this collection. For this example, we will use the web connector :

  1. Choose the connector type «http-connector» and name it "Constellio";
  2. Add the URL "http://www.constellio.com" in the "Start URLs" and "Inclusion regexes" fields (See the administration guide for more details on each parameter).
  3. Use the default options for the Traversal Schedule;
  4. Save the connector by clicking the "Save" button.


Image 4: Add a connector



You can see the progress of the crawl live in the Indexing page (from the menu) (see Image 5).

Image 5: Indexing page for a collection



Launch the crawl

After the connector is added, the fetched documents are shown in the "Latest traversed documents" section of the indexing page (see Image 6). Documents recently added to the index will be shown in the "Latest indexed documents".

Image 6: Document traversal after the creation of the web connector.


Search Documents

Search can be launched on the added collection : just click on the "Search" link on top of the administration page. After, enter your query in the search box. Image 7 shows the result for the query "constellio".

Image 7 : Search results



Search can be enhanced by configuring facets, categories and/or referenced links. Further details about configuration are available in the search guide.

Going further

For more information about Constellio, also see the following guides:

Search Guide

Administration Guide

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