Editing a Rule That Includes or Excludes Content - SharePoint Server

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Editing a Rule That Includes or Excludes Content

Applies to: Microsoft Office SharePoint Portal Server 2003

You can edit a rule to include specific paths in the content index, to exclude specific paths from the index, to specify how SharePoint lists are handled, or to provide a specific account to access a specific path. For more information about rules that include or exclude content, see About Rules That Include or Exclude Content.

The procedure for editing a rule that includes or excludes content differs depending on whether you have advanced search administration enabled. For more information about enabling advanced search administration, see Enabling Advanced Search Administration Mode.

Note You cannot change the path for an existing rule. If you want to change the path, you must delete the rule and create a new rule.

Show Edit a rule that includes or excludes content (when advanced search administration is not enabled)

On the Site Settings page, in the Search Settings and Indexed Content section, click Configure search and indexing.
On the Configure Search and Indexing page, in the General Content Settings and Indexing Status section, next to Exclude and include, do one of the following:
- To include portal site Web Part Pages in the content index, click portal site Web Part Pages, and then go to step 5.
  Note For enhanced security, portal site Web Part Pages are excluded from the content index by default.
- To include or exclude other content, click other content.
On the Exclude and Include Content for Non_Portal_Content page, rest the pointer on the rule or group of rules, and then click the arrow that appears.
On the menu that appears, click Edit.
On the Edit Rule page, in the Crawl Configuration section, do one of the following:
- To exclude all documents in this URL space, click Exclude all items in this path.
  If you select this option, when the search component encounters a resource within this space, it will neither crawl the resource nor follow links contained within the resource.
  
  You can optionally select the Apply this rule to both the crawled address and the address displayed in search results check box.
- To include all documents in this URL space, click Include all items in this path.
  If you select this option, you can also do the following:
  - To suppress the inclusion in the index of items in this path but allow content to be crawled to find linked content that can be included in the index, select the Include linked content, but do not include source check box.
  - To follow complex links (URLs that include question marks (?) followed by parameters), select the Include complex URLs (URLs that contain question marks (?)) check box.
    Following complex links includes additional content in the content index.
If the path contains SharePoint lists, in the Crawl Configuration section, optionally do the following:
- To allow alerts on individual SharePoint list items, select the Allow alerts for individual SharePoint list items check box.
  By default, SharePoint lists are crawled as one item. If you do not select the Allow alerts for individual SharePoint list items check box, alerts for the list will be sent if any item in the list is changed.
- To crawl each SharePoint list item individually, click Crawl individual SharePoint list items.
In the Specify Authentication section, do one of the following:
- To use the default content access account, click Use default crawling account.
- If the default crawling account cannot access this path, click Specify crawling account, and then do the following:
  1. In the Account box, type the user name or ID that can access the resources in this URL space. Examples are user_name, user_name@org, or DOMAIN\user_name.
  2. In the Password box, type the password for this user name.
    Your password is protected and can be used only to access the needed resources for the purpose of crawling content.
  3. In the Confirm password box, type the password for this user name again.
  4. To prevent Basic authentication from being used, select the Do not allow Basic authentication check box.
    The server will attempt to use NTLM authentication. If NTLM authentication fails, the server will attempt to use Basic authentication unless the Do not allow Basic authentication check box is selected. If the check box is selected, the server will attempt to use NTLM authentication only.
    
    Important Clearing the Do not allow Basic authentication check box may cause your password to be transmitted without encryption.
- To use a client certificate for authentication, click Specify client certificate, and then select a certificate from the list.
  For more information about using client certificates, see Using Client Certificates When Crawling Content.
Click OK.

Show Edit a rule that includes or excludes content (when advanced search administration is enabled)

On the Site Settings page, in the Search Settings and Indexed Content section, click Configure search and indexing.
On the Configure Search and Indexing page, in the Content Indexes section, click the name of the content index for which you want to edit a rule.
Note For enhanced security, portal site Web Part Pages are excluded from the content index by default. To include this content, click the Portal_Content index and edit the rule applying to ASPX pages.
On the Manage Index Properties page, in the Rules to Exclude and Include Content section, click Manage rules to exclude and include content.
On the Exclude and Include Content for content_index_name page, rest the pointer on the rule or group of rules, and then click the arrow that appears.
Note If you reached this page by clicking the Portal_Content index because you want to include portal site Web Part Pages in the content index, edit the rule that has the format http://server_name/*.aspx.
On the menu that appears, click Edit.
On the Edit Rule page, in the Crawl Configuration section, do one of the following:
- To exclude all documents in this URL space, click Exclude all items in this path.
  If you select this option, when the search component encounters a resource within this space, it will neither crawl the resource nor follow links contained within the resource.
  
  You can optionally select the Apply this rule to both the crawled address and the address displayed in search results check box.
- To include all documents in this URL space, click Include all items in this path.
  If you select this option, you can also do the following:
  - To suppress the inclusion in the index of items in this path but allow content to be crawled to find linked content that can be included in the index, select the Include linked content, but do not include source check box.
  - To follow complex links (URLs that include question marks (?) followed by parameters), select the Include complex URLs (URLs that contain question marks (?)) check box.
    Following complex links includes additional content in the content index.
If the path contains SharePoint lists, in the Crawl Configuration section, optionally do the following:
- To allow alerts on individual SharePoint list items, select the Allow alerts for individual SharePoint list items check box.
  By default, SharePoint lists are crawled as one item. If you do not select the Allow alerts for individual SharePoint list items check box, alerts for the list will be sent if any item in the list is changed.
- To crawl each SharePoint list item individually, click Crawl individual SharePoint list items.
In the Specify Authentication section, do one of the following:
- To use the default content access account, click Use default crawling account.
- If the default crawling account cannot access this path, click Specify crawling account, and then do the following:
  1. In the Account box, type the user name or ID that can access the resources in this URL space. Examples are user_name, user_name@org, or DOMAIN\user_name.
  2. In the Password box, type the password for this user name.
    Your password is protected and can be used only to access the needed resources for the purpose of crawling content.
  3. In the Confirm password box, type the password for this user name again.
  4. To prevent Basic authentication from being used, select the Do not allow Basic authentication check box.
    The server will attempt to use NTLM authentication. If NTLM authentication fails, the server will attempt to use Basic authentication unless the Do not allow Basic authentication check box is selected. If the check box is selected, the server will attempt to use NTLM authentication only.
    
    Important Clearing the Do not allow Basic authentication check box may cause your password to be transmitted without encryption.
- To use a client certificate for authentication, click Specify client certificate, and then select a certificate from the list.
  For more information about using client certificates, see Using Client Certificates When Crawling Content.
Click OK.

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