Inmagic provides extensive documentation for Presto for DB/TextWorks, so there's lots to guide you through installation and configuration. The Administrator's Guide and User's Guide, both available in the Presto Knowledgebase, will walk you through almost everything. However, there's always more to learn.
The tips below are just a few of the best practices we follow when setting up Presto for DB/TextWorks, ones that make setting up your first textbase even easier. They're fairly technical and are intended to be used in conjunction with the Presto Administrator's Guide and User's Guide, as you are working through set-up. Contact us for more help with your own installation, or for a bigger-picture understanding of the Presto for DB/TextWorks system.
Textbase AutoNumber and AutoDate Fields
Before starting, be sure your textbase includes AutoNumber and AutoDate fields, and that the log is correctly configured with the unique ID field. Presto needs these to correctly import records. If these don't exist, create them as new fields in your textbase, then export and re-import all your records to populate them (note: this is a bit of a simplification, but the concept will work).
Omit Unnecessary Fields
Any fields that you import to Presto from your DB/TextWorks textbase will appear in all the views and screens created by default, as well as in the sort options in the search results. If you have quite a few fields that are for your use only, but not for end users, the best thing to do is remove them from the textbase connector when you are first creating it, so they're not included in the definition. This will save you removing them from all the created screens.
Give Fields Meaningful Names
By default, the field labels that appear in Presto will take the name of the field from the textbase. If your field names are cryptic (e.g. AU for Author), or simply without spaces (a best practice in database design), you'll want to configure the fields in Presto with more readable labels. The label is one of the many settings you can configure for each individual field, along with hit highlighting, faceting, data types, and more. We recommend reviewing each field individually and adjusting settings before saving the textbase connector.
Create Browsing Indexes
If you want to allow users to browse terms in a field on a search screen (e.g. browse Authors, Subjects, etc.) to help them create a search, that field must have a validation list in the textbase, and then be set up to have a Value List in Presto (as well as a Crawl Job to keep them synchronized). It's best to do this when you first configure a textbase import into Presto (if you forget and need to do it later, it's a bit more complicated).
The browsable Value Lists in Presto are more like a validation list and less like an index, in that they show not terms from records, but terms from the validation list in DB/TextWorks. As a result, you'll want to make sure your validation lists are clean so that users only see terms that will result in hits when these Browse lists are used in searches.
If your textbase contains dates (e.g. Publication Date in a library catalogue), you'll likely want them to be imported as Permissive Date type, which is done by NOT ticking them on the Review Date Fields tab when creating the new content type.
Make URLs Clickable
Be sure to change fields containing URLs to Data Type URL in Presto so that they appear as clickable links in search results. It's important to do this before starting to import data, as the Data Type can't be changed once there's data in this field in Presto. See below for a tip about deleting data from Presto.
If your textbase contains links to PDFs and other documents, select the File data type for the field containing the file name (not the LinkedFile data type) when configuring the textbase connector. Presto will import the PDF into its database and make the text searchable, then display a link to the PDF and an image of the first page in search results.
You'll need to make sure that the file name is well formed in the field in the textbase. Our recommendation is to avoid spaces anywhere in the path and file name, and to provide the full UNC path in the field (e.g. \\SERVER-NAME\path-to-docs\some-doc.pdf). You may want to run the File Existence Checker first (available in DB/TextWorks under the Tools menu.)
Be sure to grant Read permission on the folders containing linked documents to the account used to run the Inmagic Presto Service.
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Delete All Imported Records
If you have configured Presto and started the regular data imports, then want to make some changes and find that you can't (especially to Data Types and other field attributes), you can delete all of the imported data, and should then be able to make the change. First, stop the scheduled imports so that no new data comes in while you're making the change. Then, use the ContentLoader.exe command line app included with Presto to delete all records. See Deleting Records in the User's Guide (not the Administrator's Guide). Note that you may need to omit the /Monitor switch to help the command execute.