About Models

A model file, created within Monarch, is a file with a .dmod or .xmod extension that may contain field, filter, summary and chart definitions as well as other settings. Typically, all Monarch models are created by a system administrator.

Creating a model file is one of the first steps you need to perform, as you cannot define a document type or archive documents into the system without specifying a model file. (Refer to the Altair documentation for detailed information on the model creation process.)

There are three types of model files that can be utilized in Monarch Server:

Report Models: A report model is a model file that contains field, filter, summary and chart definitions (as well as other settings), and which is automatically opened when associated documents are viewed. The primary purpose of the report model is to generate the Data View in MSClient.

Note: Though you can use a report model for your index model, a report model may contain a number of fields that are irrelevant for searching. These unnecessary fields will only slow down the document retrieval process. So, it would be better to create an index model that contains only the fields that will be used for document retrieval.

Index Models: An index model is a special form of model file that, ideally, should only contain those fields that are to be used as index fields for a given document type. It defines the fields on which you want to index a document, and is used only during the archive process. Index models typically contain fewer fields than report models, thus speeding up the document retrieval process.

Note: When configuring a document type, you may utilize the same model file for your index and report models. It is not necessary to use a different model file for each of them.

Premining Models: A premining model defines a premining scheme for the filing process (as part of archiving report data), and putting it into the MS database. The primary purpose of a premining model is to generate the Dynamic View in MSClient.