Top 10 Rocket Folio/NXT Commonly Asked Questions

1. What's the difference between Folio & NXT?

Rocket NXT is a web based search platform that shares the same search and indexing engine from Folio. But with NXT, you are able to easily make your content accessible online, using any browser, and from mobile devices, such as tablets and smart phones. NXT’s web responsive user interface automatically adapts to any device, to view content, without requiring additional software. This is ideal for the mobile workforce that requires access to content from anywhere, anytime and any device.

Rocket Folio is a desktop based search and publishing platform that offers a rich, multi-user editing environment allowing content creators to create full publications of their information with robust features such as jump links, annotation capabilities, powerful structure and mark up capabilities. Folio also allows publishers to distribute their content encrypted and rights managed, ensuring appropriate access to the right users at the right time and preventing all unauthorized access.

Folio and NXT provide users access to deep information with real-time search capabilities to quickly find the exact information they need.

2. How can I provide online access to my content and still use my Folio editing system?

Very easily. The Folio-to-XML Converter allows you to create and manage your information assets by converting Infobases to XML, which can be hosted using Rocket NXT. So, you can deliver Infobases for CD use—and NXT content collections for online use—without disrupting your production process.

3. What are some of the system’s capabilities I can implement to improve the user experience?

  • Faceted Search – This capability enables users to efficiently browse your content collection and uncover information when they are not necessarily sure what they are looking for.
  • Customized views – Creating unique views allow you to quickly slice up content in logical ways without complex instructions or programming knowledge. A point and click interface allows you to ensure the correct users access the correct information and prevent unauthorized access. You have control over grouping your content and sharing it how, when and where you want to whom you need.
  • Custom Search Forms – With custom search forms you can make querying for information a breeze for your users. Have pre-defined search templates automated and allow for specific field selection that will help guide your users.
  • Customizable indexing rules – NXT utilizes flexible index sheets (coded in XML) that gives content creators and administrators the ability to index custom fields and unique indexing rules to ensure their users find exactly the information they need.
  • Customizable Thesaurus – Administrators can create a custom XML thesaurus populating synonym and equivalent terms like industry specific terms to further refine and ensure their users find the results they need.

4. The majority of our content is in PDF files, how does Folio handle that?

Folio is the ideal solution for managing your PDF files. With Folio 4.10 you have the ability to view PDF content embedded seamlessly within the Folio UI. Hit highlighting and clean record aggregation/pagination allows for a better user experience when uncovering and reviewing content within multiple PDF files and content sources. PDF files are indexed and searchable with hit highlighting and TOC navigation

In addition to Folio, Rocket NXT can perform full PDF indexing, powerful search and universal display for both mobile and desktop users. A JavaScript PDF rendering engine introduced in NXT 4.9, provides a 100% in-browser PDF experience on mobile devices without having to view the PDF in a separate viewer giving those users the same experience they would have on desktop browsers. No longer will users be required to install a 3rd party application to view and access their PDF content.

5. I have multiple data sources that I need to access. Can NXT access content from other Content Management Information Systems (CMIS), e.g. SharePoint, OpenText?

Yes. Out of the box, NXT will index most common file types such as XML, HTML, SGML, Microsoft Office documents, Open Office documents and PDF files. NXT can also index databases through an ODBC connector and take advantage of the power of SQL to retrieve and index exactly the information administrators need to find in their databases.

On top of that, other sources that utilize the CMIS protocol can be connected to NXT with custom connectors and metadata can be used to index any binary document type.

6. With NXT, can I control what users can search and read?

Yes. NXT comes with very robust security settings that will allow administrators complete oversight and control over the content. Through rights management, administrators can make content searchable/non-searchable, as well as viewable/non-viewable for specific users or groups of users from entire content collections to specific documents within a collection.

For example, Company XYZ publishes their HR policy and procedure manuals and leverages single sign on network security where executives and managers can see everything while other employees only see the basic HR content and company manual.

Company ABC publishes content to many different customers and content consumers and are able to limit content access based upon subscription options.

NXT provides access control modules out of the box providing support for LDAP integration, connecting to systems running Open LDAP or Active Directory. Custom ACMs can also be developed with the NXT Dev toolkit, for example, a SQL Server based authentication model. NXT also fully supports SSL communication, providing additional security to both administrators and connected users.

7. Our data is growing exponentially as well as the number of users searching for this data, how will I know when our Folio/NXT system has maxed out? What are my options to support this growing amount of content and demand without experiencing any degradation in indexing and searching?

This is a hard one to answer in a general manner. NXT can handle very large amounts of information on a single server but this is variable depending on numerous factors such as the hardware hosting the site, the kind of data the site is providing, how many users are actively connecting to the site and the number of queries per second the server needs to manage. These factors among others may determine how much additional hardware NXT might need to support larger volumes of content.

NXT has the ability to scale by adding additional online servers and using a load balancer to guide traffic to ensure maximum availability, redundancy and fail-over protection and supporting very high QPS (query per second).

For our public NXT 4.9 webinar, we tested NXT hosting 1 TB of content across 4 collections on a single server with 70 QPS performance with maximum simulated users querying the data as rapidly as possible, far exceeding a real world scenario. This was on an 8 core server with 16 GB of RAM.

Folio’s capacity is targeted at smaller content sizes than NXT, with most customers supplying around 4 GB of data on a DVD publication. Folio used to be limited to 4 GB max for a single Infobase but that cap has been lifted and can grow to as large as is usable for the user and their computer’s capabilities. The trade-off with a very large Infobase is taking a hit to speed of searches and navigating a massive volume.

To accommodate the exploding growth of data from multiple sources and to be able to search and retrieve that data in sub-seconds, your best bet is NXT 4.9 64-bit version.

8. I have an older version of Folio. Can I upgrade to a newer version of Folio and still maintain my Infobases?

This depends on what kind of data you have. If the Infobase you have is from a Commercial publisher, there is a good chance that the content is secured and cannot be exported to be viewed on a newer version of Folio. If the content is self-created or not secured, then a new version of Folio Builder will enable users to view, and rebuild their older Infobases to be viewed in new versions of Folio.

9. How can I obtain the most recent version of the software?

You can login to the customer portal and download software installations and updates, as well as product license keys, from the portal which you can access here. If you do not have a portal account, you can request one on the customer portal page.

You can also use the customer portal to log and manage support tickets and access additional resources.

10. How can I find product documentation for Folio or NXT?

You can access this information at any time on any device from here.

Interested in upgrading?

  1. Create a support ticket through the customer portal.
  2. Contact your account manager at Rocket Software. If you do not know who your account manager is, please contact us at: [email protected].