Xerox SmartSend Support & Software Installation Guide

Installing and Configuring Optional Components

3-11

The following configuration requirements must be addressed to prepare the TrueMatch service for use with 
SMARTsend (Professional Edition only):

1

Microsoft SharePoint Portal Server 2001 or 2003 must be properly installed, configured, and functional 
if it is an intended search destination. 

2

Xerox DocuShare version 3.1 or 4.0 must be properly installed, configured, and functional if it is an 
intended search destination. The server must be configured to support searching.

3

Test the SharePoint and/or DocuShare configurations by performing a search within each repository,   
using the standard client or web tools provided with the repository. If you are unable to perform a 
search, please contact the system administrator who is responsible for the SharePoint and/or DocuShare  
server. 

4

Perform the following steps to configure the TrueMatch service:

a)

Launch SMARTsend Professional Edition and log in as an administrator to access the 
Administration Home Page. 

b)

Click the Configure Service Settings link in the lower section of the Site Configuration panel.  

c)

Click the Edit link for the TrueMatch service.

d)

Edit the following default settings as needed:

„

Maximum number of documents a user may select to locate—sets the default limit for the 
number of documents that a search workflow will locate. The options are 1, 5, 10, 25, 50, and 
100.

„

Maximum search timeout (in minute intervals)—sets the default time limit for executing 
search workflows. The default setting is 2 minutes, and the maximum setting is 5 minutes. 

„

Maximum retrieve file size (in Mb)—sets the default file size limit for each retrieved 
document. The options are 2, 5, 10, 25, and 50 megabytes. 

e)

Click Apply to save any changes. See Configure Service Settings on page 4-29 for additional 
information.