cds quick start guide

7/31/2019 CDS Quick Start Guide

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Making it easier and fasterfor people to find information

CDSis a lightweight software enablingyou to instantly search any keyword in allyour files, contacts, emails, and emailattachments stored anywhere on your PC.

Stop searching,find your files and emails fast!

First time indexingCDS will examine all your documents, files

and emails located on the PC and createan easy and quick searchable map. CDSwill always keep an up-to-date index foryou to maximize your search experience

Initial scan in progressUnder the search box, an icon is showingthe progress of the initial indexing. As soonas it is completed, the icon will disappear.

Indexing one unique large email or filesuch as .pdf file (as a file or as anattachment) may sometimes take along time so please be patient andmake sure it is completed.

Select using the appropriate Categorytab e.g.: files, emails, etc. to narrow

your search

Use the Operators and search as youtype in order to find the files you aresearching for (Page 5).

Supports prefix searches and exactsearches in the Search box (Page 4).

Unable to find what you are lookingfor?

1.Make sure your file is not located ina different search category.

2.Type this keyword: @all, pressEnter and verify that your file isfound by CDS. If CDS cannot locateyour file, verify the following :

- Index status.

- Folders which are indexed.

- File format.

- Folder/file properties to check

whether it is hidden.

- Verify the external drive properties to check wheter it is a perma-nent or removable drive.

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key points to keepin mind!

! First time indexingIt requires an initial scan

of all your documents


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Interface

The title bar displays the name of thesoftware. Use the X icon to minimize CDS tothe system tray.

The menu offer useful options and commandsto configure and customize CDS as well ashelp contents.

The desktop search category tabs providesthe buttons to switch desktop search catego-ries. The number of matching results in other

desktop search categories is displayed bythese buttons.

The search boxis where you type your keywords.

The rene section is the eld for you to type

keywords to rene your search.

The search results listis the section of the mainwindow that displays the search results.

Thepreview pane displays a software-based

preview of the selected result.

Status barindicates the current status of the

application.


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FilesClick on the Files tab and enter your searchstring. CDS will find your files by content,name, date or size. Once the requested file isfound, a simple click will allow you to preview

the file without opening it. By double-clickingon it in the results pane, it will open the fileusing its original program. CDS gives you thepossibility to open the file from the previewpane but also to open the folder where the fileis located. For example, a .xls will open thefile in Microsoft Excel.

EmailClick on the Email tab and as soon as youstart typing, results will start to appear inthe results pane. Type in any word from anyemail and CDS will find it.

Supported Email Programs

Microsoft Outlook, Outlook Express,Exchange, Windows Mail, Thunderbird,Lotus Notes, Eudora

E-mail Archives

Messages contained in .pst files are indexedbut only when the .pst file is opened in

Outlook. After you loaded a .pst file inOutlook, it is not indexed by default. Youneed to specify you want it to be indexed.

Email Attachments

Looking for an email attachment? CDS willfind it for you instantly. Use the previewpane along with the refine criteria to findthe attachment. Attachments can be foundfrom the files or the emails tab which allowsto open the email and email attachmentfrom the preview pane.

Search Functionalities

With Copernic Desktop Search, you can search files, emails, email attachments, appointments,tasks, notes, calendar, contacts stored on your PCs hard drive or network drives.


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Search Commands

Keyword searchesType any word and CDS will start showing

documents, files, emails containing thatspecific word.

Prefix searchesFind words beginning with a given prefix.

- Keyword: auto

- Results found: automobile,

automatic, etc.

Suffix searches Not available

Exact match searchesFind documents that contain the whole wordor the exact phrase.

- Keyword: "auto"- Results found: auto, Auto or its plural

autos

AND (default)

OR

NOT

Finds documents that containall the specified words.

Find documents that contain

both "business" and "meeting".

business ANDmeeting

Finds documents that containat least one of the specifiedwords.

Find documents that include

either one of the two terms or

both.

meeting ORappointment

Excludes the documents that

contain the specified word.

Find the documents that

contain the word "meeting" ifthey do not contain the word

"appointment".

meeting NOT

appointment

Operator ExempleUsage Result

Boolean searches

Build searches using And,Or and Not. Use the AND operator to search for documents in whichall the terms joined with the AND operator are present. Use the ORoperator to search fordocuments in which at least one of the search terms joined with the OR operator is present. Usethe NOT operator to ignore documents that contain the specified words. The NOT operatorhelps you narrow your search.


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Search Terms

Copernic NEAR Desktop Copernic Desktop Search will find the docu-ments that contain the words "Copernic" and"Desktop" provided they are at most 10words apart.

"challenge" Copernic Desktop Search will find documents

that contain the exact word "challenge".

(America OR Europe)AND Maps

Copernic Desktop Search will first process th"America or Europe" sub-query to find alldocuments that include either one of the twoterms or both.

(America OR Europe)AND Maps

Copernic Desktop Search will first process th"America or Europe" sub-query to find alldocuments that include either one of the twoterms or both.

(...)

*.txt Copernic Desktop Search will find all files thacontain ".txt" in their file name, such as:"index.txt" or " copernic.txt.xls"

Wildcardcharacters

@all Copernic Desktop Search will find all indexeddocuments

@all

Search term DescriptionExample

...

(...)

NEAR


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Interface

Show or hide the Preview paneCDS offers a convenient Preview pane toanalyze a results relevancy or cut andpaste a selection.

To show the Preview pane

In the View menu, point to Preview pane,and then click Right or Bottom.

To hide the Preview pane

In the View menu, point to Preview pane,and then click Off.

Highlight search results

Copernic Desktop Search can highlight yourkeywords in the search results list and thePreview pane.

In the View menu, select HighlightKeywords.

+Emails & OrganizerYou can search the contents of your emailsand their attachments. In the Optionswindow, the Emails tab displays the emailfolders that can be indexed. You can index

the entire mailbox, or only part of it.

To Index the Entire Mailbox

1. In the Tools menu, click Options.2. Select the Emails tab.3. Click the first level of the tree structure

(subfolders will be indexed automatically).4. Click OK.

To Index Part of the Mailbox or aSpecific Email Folder

1. In the Tools menu, click Options.

2. Select the Emails tab.

3. Select the checkbox of each folder individually. Remember that subfolders will beindexed automatically.

4. Click OK.

Click the Update emails now link to force the

immediate index update of targeted foldersin the Emails tab category.

OptionsCopernic Desktop Search offers a wide variety of configurable options which can beaccessed from the menu bar :


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FilesCDS indexes files (documents, pictures, musicand video) that are stored on your computer,and on network drives or specific folders. Folderscan be added, excluded or removed, andtargeted file types can be easily modified.

In the Options window, the Files tab displays thelist of folders to index (colored icons), and thoseto exclude (uncolored icons). The first part of thelist indicates the name or complete path to eachfolder to index and the types of files to index

(documents, music, pictures and/or videos),under the File Types to Index column. The lowerpart of the list displays folders to exclude. Asexcluded folders are never indexed, the Filetypes column displays None for each specifiedfolder.

To add a drive or folder

1. In the Tools menu, clickOptions.

2. Select the Files tab.

3. ClickAdd. TheAdd a Folderwindow appears.

4. Select a drive and, if needed, browse to thefolder you want to add.

5. Select the type of files to index: Documents,Music, Pictures and/or Videos.

6. ClickOKto close theAdd a Folderwindow.

7. ClickOKto confirm and close the Optionswindow.

Click the Update files now link to force the imme-

diate index update of targeted folders in the Filessearch category.

Index miscellaneous file types: CDS indexesplenty of files type. In the File types to indexsection, all of the file types that are indexed byCDS are listed by extension. You can add new filetypes by adding its extension, and specifying theindexing type.To add a file extension

To add a file extension

1. In the Tools menu, clickOptions.

2. Select theAdvancedtab.

3. ClickAdd. TheAdd an Extensionwindow appears.

4. Enter the extension of the new filetype to be processed.

5. Select an indexing type in the displayed file name only, text document, music file

picture file, video file.

6. ClickOKto confirm. The Add an Extenwindow will automatically close.


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ConfigurationMaximum File Size for Content Indexing: Bydefault, Copernic Desktop Search does not indexthe contents of documents larger than 10 MB. Youcan modify this limit at your convenience. If youdisable this option, the software will index docu-ments of all sizes.


2. Select the Advanced tab.

3. In the Other section, select the Maximum filesize for content indexing check box.

4. In the text box, specify the maximum sizeallowed for content indexing.

5. Click OK.

Set automatic index updates

Copernic Desktop Search can perform regular indexupdates. This means that it will automatically scanyour files and email folders to find new or modified

items and index or reindex them when necessary.Items that have not changed will NOT be rein-dexed. Automatic index updates are carried outevery day at midnight.


2. Select the Indexing & Performance tab.

3. In the Scheduled indexing section, selectDefault schedule.

4. Click OK.

Set Custom Schedules forIndex Updates


2. Select the Indexing &Performance tab.

3. In the Scheduled indexing section,select Custom schedule.

4. Click Modify.

5. Choose the type of source.

6. Click Modify.

7. In the text box, specify the number o

days, hours or minutes between each

scan.

8. Click OK three times

IMPORTANT: CDS needs to run to carry out an index update, just minimize it to the system

tray. If CDS or the computer is closed at the time of the update, the update will not occur. Upon

restarting, CDS will verify whether it missed a scheduled update and if it did, it will carry out

the update immediately.


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Index in Real-TimeCopernic Desktop Search can index your items inreal time. This feature is called "On the flyindexing". When it is enabled, CDS constantlymonitors your computer to notice new or modifiedfiles/emails and reindexes them if necessary.Hence, adding or modifying a file, or receiving orsending an email will trigger immediate re-indexing of the particular file/email. Files thathave not changed will NOT be reindexed.

To Enable On-the-fly Indexing1. In the Tools menu, click Options.


3. For files, in the On-the-fly indexing section,select the New and modified files check box.

4. For emails, in the On-the-fly indexing section,select the Received and sent Outlook emailscheck box.

5. Click OK

IMPORTANT: CDS needs to run to index On-the-fly, just minimize it to the system tray.


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Optimize Indexing PerformanceCopernic Desktop Search constantly monitors your computer's activity to pause the indexing

process when the computer resources are highly used by other programs (or processes). It alsopauses the indexing process while you use other programs and restarts indexing after a certainperiod of inactivity. These two features enable CDS to save your computer's resources.

To Modify Settings for Indexing Per-formance While You use the Computer



3. In the Indexing performance section, selectthe Suspend indexing while I use my com-puter check box.

4. In the text box, specify how much idle time isrequired before the indexing process resumes.

5. Click OK.

To Modify Settings for IndexingPerformance While Resources areHighly Used



3. In the Indexing Performance section,select the Suspend indexing while com-

puter resources are highly used check box.

4. In the text box, specify how much idletime is required before the indexing pro-cess resumes.

5. Click OK

Display the Deskbar1. In the Tools menu, click Options.

2. Select the Integration tab.

3. In the Deskbar section, select theShow the deskbar check box.

4. Click OK to confirm.

NOTE: Even though they can be modified, default settings for these two features should

ensure optimal results regarding indexing speed without impairing your work and computer

resources. Usually, the best time to index is when your computer is idle, that is when you are

not using it (not typing nor moving the mouse).

NOTE: Default setting for resuming theindexing process is 10 seconds when theapplication runs in the foreground.

Standard Support:

Get answers about the Copernic Desktop Sehttp://www.copernic.com/en/support/index