Integrating IBM Content Navigator with IBM

Content Analytics with Enterprise Search

using plug-in
By Suneetha Kaditi & Yogendra Srivastava

Abstract: This article provides the basic step by step process of installing and configuring a plug-in
to integrate IBM Content Navigator with IBM Content Analytics with Enterprise Search. By
integrating IBM Content Navigator with IBM Content Analytics with Enterprise Search using a
plug-in, we can leverage the features of IBM Content Analytics with Enterprise Search to enhance
the search capabilities in IBM Content Navigator.

About the authors: Suneetha Kaditi is a System Software Engineer with IBM FileNet Enterprise Content Management
team at IBM. In the past two and half years she has worked for several different IBM products like WorkplaceXT,
Application Engine, Content Engine, IBM Content Capacity Planner, IBM Content Navigator on different platforms.
Reach her at ksuneeth@in.ibm.com
Yogendra Srivastava is a Senior Staff Software engineer with ten years of experience in Healthcare and Information
Management domain. He is currently responsible for IBM Case Manager for Healthcare design and development at IBM
- India Software Lab. Prior to this work he was architect and technical lead of DB2 Health Advisor Service and worked
on various IBM products namely Cognos, SPSS, IBM Content Analytics, DB2, FileNet. He has delivered several
technical sessions to Customers and Universities on IBM technologies. Reach out to him at ysrivastava@in.ibm.com

Table of Contents:
1. Overview of IBM Content Navigator and IBM Content Analytics with
Enterprise Search
2. Benefits of Integrating IBM Content Navigator with IBM Content Analytics
with Enterprise Search
3. Setup for Integration of IBM Content Navigator with IBM Content Analytics
with Enterprise Search
a) Setting up IBM Content Navigator
b) Setting up IBM Content Analytics with Enterprise Search
c) Setting up IBM Content Navigator with IBM Content Analytics with
Enterprise Search by configuring the IBM Content Analytics with
Enterprise Search plug-in
4. Conclusion
5. Reference

Integrating IBM Content Navigator with IBM Content Analytics

with Enterprise Search by using a plug-in
Introduction:
This article provides the basic step by step process of installing and configuring a plug-in to
integrate IBM Content Navigator with IBM Content Analytics with Enterprise Search.
By integrating IBM Content Navigator with IBM Content Analytics with Enterprise Search
using a plug-in, we can leverage the features of IBM Content Analytics with Enterprise Search
to enhance the search capabilities in IBM Content Navigator.

1. Overview of IBM Content Navigator and IBM Content Analytics

with Enterprise Search:
IBM Content Navigator:
IBM Content Navigator is a flexible and customizable application that provides users with a
console for working with content from multiple content servers. IBM Content Navigator helps
companies provide managed access to large volumes of electronic data. IBM Content
Navigator enables users to search for and work with documents that are stored in content
servers that are located around the world from a web browser.
IBM Content Navigator is available as a customizable web client, a mobile app, and as an
integration with Microsoft Office. You can use the APIs to extend the web client or to build
custom applications.
IBM Content Navigator can be used to access multiple content management
repositories. You can also configure the same instance of IBM Content Navigator to access
multiple types of content management servers, depending on your business needs.
You can use IBM Content Navigator to connect to the following repositories:

IBM Content Manager Enterprise Edition

IBM Content Manager OnDemand

IBM FileNet P8

IBM Content Management Interoperability Services (CMIS) for IBM Content Manager

IBM Content Management Interoperability Services (CMIS) for FileNet Content Manager
For more information on the capabilities of IBM Content Navigator, see
http://pic.dhe.ibm.com/infocenter/p8docs/v5r2m0/topic/com.ibm.installingeuc.doc/eucao0
01.html

With IBM Content Navigator, users can:

Search for content that is stored on the repository

Preview documents

View documents side-by-side

Edit document properties

Add annotations to documents

Send documents and links to documents through email

Print documents

Download documents
In addition, if you use IBM Content Navigator with IBM Content Manager or IBM
FileNet Content Manager, you can:
Browse for content that is stored on the repository

Search for content that is stored on the repository by running a text

search

Save documents, folders and other content as favorites

Edit documents

Add documents to content servers

Organize documents by creating folders and adding content to the

folders

Use workflows to:

1. Review and approve documents
2. Assign work to users
3. Use the version control rules that are set on the repository
4. Create teamspaces to provide a focused view of the content and objects on the
repository
In addition, IBM Content Navigator provides a powerful platform for building
custom web applications to manage content. You can use various extension points and
application programming interfaces (APIs) to extend the existing web client by adding custom
actions, menus, layouts, or services.
You can also use the APIs to:

Build custom applications that incorporate IBM Content Navigator features without using
the standard web client
Access the APIs for the content servers
Create plug-ins to implement the functionality that you want to add to the web client by
using the Java API
Create custom widgets to use with plug-ins by using the JavaScript API

IBM Content Analytics with Enterprise Search:

IBM Content Analytics helps organizations to derive new business understanding and
visibility from the content and context of unstructured information. Enterprise search helps
organizations to make content from multiple structured and unstructured sources searchable
by enterprise users.
IBM Content Analytics with Enterprise Search combines the strengths of the following two
technologies: a faceted interface for exploration and a search interface. Through a provided
content mining interface, business analysts can interactively explore data from different facets
and discover relationships between various facet values. Through an interface designed for
search, enterprise users can query the index to find and retrieve relevant documents from a
ranked list of results.

2. Benefits of Integrating IBM Content Navigator with IBM Content

Analytics with Enterprise Search:
If you have IBM Content Analytics with Enterprise Search installed and configured, you can
use IBM Content Analytics with Enterprise Search plug-in that is included with IBM Content
Navigator. The plug-in enables users to search one or more IBM Content Analytics with
Enterprise Search collections from the IBM Content Navigator web client. When a user enters
search terms in the search field in the global toolbar, the plug-in provides the following
capabilities:

Type-ahead search suggestions

An estimated number of results for the search terms

When the user runs the search, the Analytics view opens and displays the full list of search
results, the facet tree, and the dynamic facet tree. The user can then view and work with
the documents that are returned by the result.

IBM Content Analytics with Enterprise Search is integrated as a plug-in to IBM Content
Navigator. This plug-in supports searching across different repositories and data sources
that are configured for use with IBM Content Navigator.

Limited use license of IBM Content Analytics includes allowing search collections for IBM
FileNet P8 and IBM Content Manager. Full capability is supported if the IBM Content
Analytics license is purchased.

3.Setup for Integration of IBM Content Navigator with IBM Content Analytics
with Enterprise Search
The section includes three parts:
a) Setting up IBM Content Navigator

b) Setting up IBM Content Analytics with Enterprise Search

c) Setting up IBM Content Navigator with IBM Content Analytics with Enterprise
Search by configuring the IBM Content Analytics with Enterprise Search plug-in

a) Settting up IBM Content Navigator:

This IBM Content Navigator setup is using WebSphere 7.0.0.21, DB2, Windows 2008 and is
configured with a FileNet P8 repository.
1.

Install IBM Content Navigator and run the Configuration and Deployment tool by either
selecting in the installer itself or by manually running the configmgr tool from the
following IBM Content Navigator location:
C:\Program Files(x86)\IBM\ECMClient\configure\configmgr.exe

2.

In the IBM Content Navigator Configuration and Deployment Tool, create a new
deployment profile

Fig 1:Application Server properties in the IBM Content Navigator Configuration and
Deployment Tool

3.

Select the repository to be configured with IBM Content Navigator. This repository must
be already set up and should be in working state. We have selected IBM FileNet P8 for our
setup.

Fig 2:List of repositories displayed in the IBM Content Navigator Configuration and
Deployment Tool

4.

Configure and deploy the web application.

Depending on the repository type and application server, the list of tasks to be executed are
displayed. These tasks must be run successfully before you deploy the IBM Content Navigator
application in the application server.

Fig 3:List of tasks of displayed in the IBM Content Navigator Configuration and
Deployment Tool

Following are the list of tasks to be run which are applicable for FileNet P8 repository and
WebSphere.
The following tasks require values that will vary depending on your Content Engine, Database,
LDAP authentication, and so on.
For help on completing the tasks, see
http://pic.dhe.ibm.com/infocenter/cmod/v8r5m0/topic/com.ibm.installingeuc.doc/eucco00
4.html

1.

Update the FileNet P8 Client Connector Files

2. Configure the Connection to your LDAP server.

3. Import your Content Engine LTPA Keys
4. Configure JDBC Driver for Your Database
5. Create a DataSource for your database.
6. Update and Run the Database Script for your environment
7. Configure JAAS Authentication on your Web Application Server
8. Build the Web Application
9. Deploy the Web Application
The last two tasks are to build and deploy the web application. These two tasks need to be run
after all of the other tasks are run successfully.
After you build the web application EAR file, you must deploy the web application to your
WebSphere Application Server environment. You can use the IBM Content Navigator
Configuration and Deployment Tool to deploy the web application, or you can deploy the EAR
file manually from the WebSphere Administrative Console. Restart WebSphere Application
Server after deployment is completed successfully.

Fig 4:Deploying the application in the IBM Content Navigator Configuration and Deployment
Tool

After the deployment process of IBM Content Navigator is done in the application server, we
can verify that IBM Content Navigator was successfully deployed to web application server by
accessing the web client.
Open a web browser and enter a URL in the following format:
http://hostname:port/navigator
By default, the context root is navigator. Log in with your IBM Content Navigator
administrator credentials,which is added in your repository. If you have not configured
multiple IBM Content Navigator administrators, you must log in with the IBM Content
Navigator administrator name that you specified when you ran the task to update the
database script for your environment.
Before integrating IBM Content Navigator with IBM Content Analytics with Enterprise
Search, ensure that IBM Content Navigator is configured successfully.
b.Setup of IBM Content Analytics with Enterprise Search(ICA):
1.

Install IBM Content Analytics and access the adminstration console by entering the
following URL:
http://hostname:port/ESAdmin/
where hostname:port is the host name and port of the server where the
administration console is installed. All of the required servers and services need to be
started before you can access the administration console.

Fig 5:IBM Content Analytics with Enterprise Search Adminstration Consol

Creating Collection & Crawler:

Fig:6 Displaying Collection and Crawler

2.

A collection contains the entire set of sources that users can query at a time. When you
create a collection, you specify options that apply to the entire collection. The collection is
empty until you add content to it.
Log in to the administration console. On the Collections view, click Create
Collection.
3. On the Create a Collection page, provide information such as the Collection name and
the Collection type. Specify the type of collection that you want to create: an
enterprise search collection or a content analytics collection. Depending on our
requirements such as whether it should use document cache, thumbnail images, and
so on, enter your values and create the collection.
4. After the collection is created, to add content to the collection, expand the collection. In
the Crawl and Import pane, click Add a new crawler. You can configure crawlers for
the different types of data that you want to include in a collection. A single collection
can contain any number of crawlers. When you configure the crawler, you specify
options for crawling documents in folders and document classes.

Crawl documents from FileNet P8:

To create or change a FileNet P8 crawler, log in to the administration console.
When you create the crawler, a wizard helps you do the following tasks:

Specify properties that control how the crawler operates and uses system resources. The
crawler properties control how the crawler crawls all of the documents that you add to the
crawl space.

Specify information and credentials that enables the crawler to access the IBM FileNet P8
server.

Select the folders or document classes that you want to include in the crawl space. When
you select the targets to be crawled, the top level of the hierarchy tree shows the object stores
on the server. On second level, the Root Folder and Root Class are displayed. If you select the
Root Folder, a list of root folders in the object store is displayed on third level. If you select a
Root Class, a list of root document classes in the object store is displayed on third level. After
expanding the root folders and root classes, select one or more folders or document classes
to crawl.

Index documents from FileNet p8

The indexing services provide both document processing and indexing capabilities. First,the
index service reads crawled documents in the file queue of the data store. To prepare a
document for indexing, the document processor tasks extract and analyze the text and
metadata for each document.
Start the index so your documents will be indexed.

Fig:7 Displaying indexing documents from FileNet P8

To ensure that users always have access to the latest information, incremental index updates
occur automatically when new documents are ready to be indexed.
Searching Documents:
Open the Enterprise Search Application console and search for a document from FileNet
Repository. You should be able to display the indexed documents.

When the user runs the search, the Analytics view opens and displays the full list of search
results, gives type ahead search suggestions , the facet tree, and the dynamic facet tree. The
user can then view and work with the documents that are returned by the result.

Fig 8:Searching documents in the Enterprise Search Application Console

c)
Setup for Integrating IBM Content Navigator with IBM Content Analytics
with Enterprise Search by configuring the IBM Content Analytics with
Enterprise Search plug-in.
In order to integrate IBM Content Navigator with IBM Content Analytics with Enterprise
Search, both setups must be available.
After IBM Content Navigator is deployed, you must define at least one desktop. Desktops
determine the available features and appearance of the web client and configure connections
to your content management repositories to enable users to access content through the web
client.
Desktop and Repositories:
Access the IBM Content Navigator web client through the following URL :
http://hostname:port/navigator
This URL opens a default administration desktop when no desktops are configured.

You must log in with the IBM Content Navigator administrator name that you specified
when you ran the task to update the database script for your environment. To access the
content in a IBM FileNet P8 repository, you must first connect to at least one repository and
configure it to use IBM Content Navigator as a web client. Add a new repository to
configure with FileNet P8. You should connect successfully with your FileNet P8 repository.

Fig 9:Creating a repository in the IBM Content Navigator web client.

After you connect to and configure the repository, you must associate a desktop to enable
users to access the content.
To create a working desktop, you must specify a name and assign an ID to the desktop. You
must also select a repository and associate that repository to the desktop. Optionally, you
can specify other options and settings for the desktop, such as the context menu options that
users see when they want to add a document to a repository or the maximum number of
documents that users can add at a time. Complete the remaining tabs such as General,
Mobile, Repositories, Appearance, and so on.

Add a new desktop and associate your new desktop with the repository you created.

Fig 10:Creating Desktop in IBM Content Navigator web client.

After you have created your desktop, you can access that desktop by using following URL:
http://hostname:port/navigator/?desktop=DesktopID

The default desktop is the administrator desktop .

Fig 11.Accessing newly created FileNet P8 Desktop.

The desktop is now configured with a FileNet P8 repository and can be used to perform
Enterprise Content Management operations.
Go to the plug-ins section of IBM Content Navigator and specify the location of the ICA plugin JAR file, which is located on the IBM Content Navigator server.
Specify the working IBM Content Analytics server. Save and close the plug-ins section.

Fig 12: IBM Content Analytics plug-in in IBM Content Navigator

Go to the Desktops section and select a desktop where you want to add the search capability of
IBM Content Analytics.
Click the Appearance tab. In the Layout section in the Displayed features area, add Analyze
Content to the list of selected features.

Fig 13. Configuring IBM Content Analytics in a desktop

IBM Content Analytics with Enterprise Search feature is added to this desktop. For any
additional desktops where you want to enable this search feature, repeat the step to add the
Analyze Content feature to the desktop.

Access the IBM Content Analytics configured desktop and go to the Content Analytics view .
Example: http://hostname:port/?desktop=ID
where ID=The desktop configured for IBM Content Analytics with Enterprise Search

You can now view the IBM Content Analytics features in IBM Content Navigator.

Fig14 : IBM Content Analytics Type Ahead Search Suggestion in IBM Content Navigator

You can see in fig 14 , type ahead search suggestion for keyword XT.

Fig 15: IBM Content Analytics Advanced Search in IBM Content Navigator
You can view the the Advance Search Window which gives different criteria to locate the
search item.

Fig 16 :List of IBM Content Analytics search results, the facet tree, and the dynamic facet
tree in IBM Content Navigator
You can view the search results,the facet tree and the dynamic facet tree.

4.Conclusion:
The article has guided you through the step by step process of integrating IBM Content
Navigator with IBM Content Analytics with Enterprise Search by configuring the IBM
Content Analytics with Enterprise Search plug-in.
References:
1. http://pic.dhe.ibm.com/infocenter/analytic/v3r0m0/index.jsp?topic=
%2Fcom.ibm.discovery.es.ad.doc%2Fiiysaimpcsv.htm
2. http://pic.dhe.ibm.com/infocenter/cmgmt/v8r4m0/index.jsp?topic=
%2Fcom.ibm.installingeuc.doc%2Feucpl031.htm
3. Planning, Installing, and Configuring IBM Content Navigator (c1937151.pdf)