Best Practices

Launching X1 Search and Outlook email client

For best performance and results, we recommend that you launch your Outlook email client first, wait for the email folders to update with new emails, then launch X1 Search and allow it to index. This is most important if you have Real Time Indexing (RTI) enabled for your Outlook Email data source. 

 

Directories Not to Index

You can see this by going to Main Menu > Data Sources > Under the Files data source, click on the Gear Icon (Edit Data Source) > This is in the directory tree window. Please make sure NOT to have X1 Search index the following directories:

C:\ - There is no need to index everything in the C: drive. Be more selective. See Below. 

C:\Program Files directory and any sub-directories within (This is where X1 and other programs are installed and run from).

C:\Program Files (x86) directory and any sub-directories within (This is where the 32 bit programs are installed and run from).

C:\ProgramData (This is where other program data is store).

C:\Windows directory and any sub-directories within (This is where your operating system runs from).

C:\Users - For this directory make sure not to include this specific directory: C:\Users\"username"\AppData\Local\X1 Search (This is where the index files are stored so you don't want X1 Search trying to index its own index files). Note: "username" would be your username folder on that computer. Also for this C:\Users directory, be more selective on what you need X1 Search to index such as C:\Users\"username"\Documents\ which is where you would store your documents.

C:\Users\Default - (Unless you have your own files stored in these directories, by default, there is nothing useful here to index).

C:\Users\TEMP  - (This is where program temporary files are stored).

C:\Temp - (This is where other temporary files are stored).

For all other drives you may have mounted, again be more selective on what you need X1 Search to index.

 

Files Indexing Level

You can see this setting by going to Main Menu > Data Sources > Under the Files data source, click on the Gear Icon (Edit Data Source). In the Files Options window on the right side, after you select a directory to index, it should show what you selected there.

The "Everything" setting performs full content indexing for all files X1 Search finds on the disk, oftentimes unnecessarily indexing files you'll likely never need to search (the internal content of an executable file or .dll, or a shortcut link file as an example).

We recommend switching to the next lower index level, the "glass 3/4 full" setting - File names and sizes, plus content for specified extensions (Specify below), which is the default setting. Going with the "glass 3/4 full setting" still gives you full content indexing for the files active in our Global Whitelist Settings (see button with that name) and gives you Metadata indexing (file name, size, etc.) of files on the disk that are not set for content indexing.

If you don't care about searching the file types that are unchecked in our specified files list, try the "Sandwich" setting which focuses only on the selected file types and provides full content indexing for those file types.

Both the "glass 3/4 full" setting and the "Sandwich" setting leaves X1 Search very flexible in regards to your search usage while requiring a smaller and potentially more manageable index on your disk.

Files_Options_Full.PNG

 

Real Time Indexing (RTI)

If you have Real Time Indexing (RTI) enabled for your Files data source and/or Outlook Email data sources, there is no need to have the Files and Outlook Email scanner run throughout the day, for example Every 30 Minutes. Here at the office, I have RTI enabled and I have my scheduling for indexing set to Never Repeat. RTI updates the Files index right when a change is made. RTI updates the Outlook Email index automatically a few seconds after an email is received or sent. You can have X1 Search do a scan at anytime by clicking on the Scan Now button, during a time you are not busy on the computer. I personally do this once a week.

Note: In order for the RTI add-in to function properly, Outlook must be launched and running. As stated at the beginning of this document, we recommend that you launch your Outlook email client first, wait for the email folders to update with new emails, then launch X1 Search and allow it to index. 

Note: If it has been over a week since you have launched X1 Search, we recommend performing a manual scan on your Files and Outlook Email data sources by clicking on the Scan Now button to allow the index to update. 

 

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