Getting started tour: Configuring the settings

The first time that you use IBM® Glossary Anywhere, you can modify the settings for text capture methods, display, network connection, and search scope.

Before you begin

You must have the Information Governance Catalog Basic User role or higher to access the business glossary.

Procedure

  1. Right-click the book icon (book) in the system tray and then select Settings.
  2. On the Text Capture tab, select the method to capture words for a business glossary search. The available text capture methods, Keyboard and Mouse and Keyboard from Selected Text, are enabled by default.

    Note the following information about the capture settings:

    • The keyboard shortcut that you select must not be configured for another program or be a default keyboard shortcut, for example Ctrl+C.
    • The mouse button that you select (Left, Middle, or Right) refers to its physical location on your mouse. It does not refer to the primary or secondary mouse button.
    • With a few applications, you might need to use the Keyboard from Selected Text method because the Keyboard and Mouse method does not capture text correctly.
  3. On the Host Configuration tab, enter the following information:
    1. Host name and port number to connect to IBM InfoSphere® Information Governance Catalog.
      Contact your InfoSphere Information Governance Catalog administrator for the host name and port information.
    2. User name and password.
      The user name must be configured in IBM InfoSphere Information Server to have one of the following Information Governance Catalog roles:
      • Information Governance Catalog Glossary Basic User
      • Information Governance Catalog User
      • Information Governance Catalog Glossary Author
      • Information Governance Catalog Glossary Administrator
  4. Optional: On the User Preferences tab, do the following actions:
    • Select the number of search results on each screen display.
    • Disable the initial Welcome screen if you do not want to see it when IBM Glossary Anywhere starts up.
    • Choose which language to display IBM Glossary Anywhere in.
  5. On the Search Items tab, you can select the types of assets and other items that you want to search for. Term, Category are selected by default.
  6. Click OK to save the configuration settings.
  7. The first time that you access IBM Glossary Anywhere, a message about HTTPS is displayed if the certificate from the server is not trusted. If you receive such a message, then you must install a security certificate. One method of doing so is by following these steps with your Microsoft Windows Internet Explorer web browser:
    1. Open Windows Internet Explorer. In the address field, type the connection information to connect to Information Governance Catalog.
      Use the following format:

      https://host_server:port/bg

      where host_server is the Host Name and port is the Port Number as configured in the Host Configuration tab of the IBM Glossary Anywhere Settings screen.
      Note: The following steps describe the procedure to follow with Windows Internet Explorer 7.0. Other Internet Explorer versions might require slightly different steps.
    2. On the page that warns you about a problem with the security certificate, click Continue to this website (Not recommended.)
    3. Click Certificate Error at the top of the window, then click on View certificates.
    4. Click the Certification Path tab.
    5. Click the root path that is displayed at the top of the Certification Path window.
    6. Click View Certificate.
    7. Click Install Certificate to launch the Certificate Import Wizard.
    8. Follow the Certificate Import Wizard prompts, and click Finish.
      You can store the certificate in any security store.
    9. On the Security Warning screen, click Yes to install the certificate.
    10. Double click on the open book icon to reopen IBM Glossary Anywhere and connect to the business glossary.

Results

A green circle icon (green circle that indicates connectivity) in the lower right corner of the application indicates that IBM Glossary Anywhere is connected to the business glossary server. You can begin to search for business glossary assets.

You can view the settings at any time. Click the menu icon (Menu) in the upper right corner of the application and then select Settings.

To keep the IBM Glossary Anywhere window on top of all other open windows, click the Always on Top icon (Always on top) in the upper right corner of the application.