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Keep a Knowledge Base up to date

A Knowledge Base keeps a copy of what it read. When the source changes, the copy must be refreshed. This is a synchronisation. You choose how it happens, for each base.

You choose the way in the field Synchronised, in the step About it of the window of the base.

WayWhen the base reads its source again
By handOnly when you ask, and at its first search if it was never synchronised.
After a delayAt the next search once the delay has passed since the last synchronisation. You give the delay in hours (at least 1).
When the source changesAt the next search when its source changed: a file modified, a file added or removed.

In the three ways, the base reads its source again at a search, not in the background. A base that nobody searches is not read again.

A base is synchronised once when it is created. If it was never synchronised, for example because it was imported and waits for a setting, it is synchronised at its first search.

”When the source changes” and the kinds of source

Section titled “”When the source changes” and the kinds of source”

Only the kind Files can tell, without reading everything, that something changed: it compares the names, the sizes and the dates of the files. The other kinds cannot tell. A base of another kind that is set to When the source changes reads its source again after the delay of its base, which is 24 hours unless it was changed.

If you use another kind than Files and want a precise delay, choose After a delay.

  1. In Resources > Knowledge Bases, double-click the base. Its window opens.
  2. Select Synchronise.

The state goes to Synchronising…, then to Synchronised, or to Failed if something could not be read. Reading happens in the background: you can close the window.

StateMeaning
Never synchronisedNothing was read yet.
Synchronising…The base is reading its source.
SynchronisedThe last reading went well.
FailedThe last reading failed. Open the base: What could not be read says why.

If the server stopped in the middle of a reading, the base does not stay at Synchronising… for ever. It shows Failed, and What could not be read says: “The synchronisation was cut off when the server stopped. What it had read is kept; synchronise it again to finish.” Select Synchronise to finish. A search on such a base does it for you.

Open the base. Last synchronised shows a new date, and Holds shows the number of documents and passages. See Look inside a Knowledge Base.

  • A search waits for a base that is due. The search synchronises the base first, then answers. With a large source, that search can take a while.
  • A reading only does what changed. A document whose text did not change is not treated again. A document that disappeared from the source is removed from the base.
  • If the first reading fails and the base holds nothing, a search says so, with the reason, instead of answering with nothing.
  • Emptying a base removes what it holds and keeps its source and settings. It is read again at its next search. See Change, empty or delete a Knowledge Base.

Look inside a Knowledge Base.