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Global Search allows you The global search allows users to search for information with by words, parts of words, and even phrases.

Before sending a query to the database, the search engine gets available Search Groups along with the portal URL if it is specified. Within each group, when the search query is performed through the Search Table included, they are checked by the <![CDATA[against the ACL Rules, and then through the Search Indices. Thus, the query processing is processed and the result outputting results are performed displayed only by for the fields available to a particular user.

Search configuration guide

To configure global search in the agent interface, complete the steps below:

1. Create a

1. Search Group.
2. Create

1. a Search Table.

2. Configure

1. Search Indices.

To configure global search on the self-service portal

, complete the same steps, but select the required portal in the Portal field of the Text search group form.

Create a text

search group

The search groups are intended to categorize tables by in which the search is performed.

To create a search group, follow complete the steps below:

1. Navigate to System Definition Settings → Text Search Groups.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply the changes.

Search Group formText search group form fields

Field	Mandatory	Description
Name	Y

Enter

Specify the name of the

grouping category for

group displayed in the search results panel.
Portal	N

To make

Select a portal to make the search group available

for self-service portal users, click on the magnifier icon Image Removed and select the desired portal from the list. Info

to its users. The search group

is available either for end-users only or for SimpleOne agents only.

will only be available on the selected Portal. To make the search

group agents-only

group available in the agent interface, leave this field empty.
Order	N	Enter

the

an integer

number in the field to define the sequence in which

to set the relative position of the group in the search results

groups are displayed.The groups

panel. Groups are displayed in ascending order.
Description	N

Brief or detailed information about

Add a description of the search group.
Active	N

Set

Select this checkbox

active

to make the group available and visible to users in the search results panel.
Opened by default	N

Set

Select this checkbox

active

to

disclose

make the group

, so that

expanded by default in the search results

will be visible within the search navigator bar.

Image Removed

Default group configuration

The out-of-the-box table categorization is provided as listed below:

<![CDATA[= Tasks:
Change Request
Change Task
Incidents
Incident Task
Inquiry
Service Request
Requests Task

= People & Companies:
Employee
Company

= Configuration:
Business Rule
Client Script
UI Action
ACL
Includes Script
Notification Rule
Dynamic Filter
Scripted Related List
Widget
Property

= Knowledge Base:
Articles

= CMDB:
Configuration item

Your search request is processed against these tables, and the results may look as shown in the screenshot in the table above.

<![CDATA[= Task
= Knowledge Base

Create a text search table

Search tables specify data sources for text search indexing. Within the groups, these tables also collect search results, determining their categories. The system property search_text_service.excluded_tables allows you to specify tables that do not appear as options when setting up the Search tables.

The search query passes the <![CDATA[ACL check on the tables and indexed columns before sending it to the database and performing through the Search Indices table.

To create a search table, follow complete the steps below:

1. Navigate to System Definition Settings → Text Search Tables.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply the changes.

Text Search Table search table form

Field	Mandatory	Description
Name	Y	Enter the name of the table displayed in the search results panel.
Table	Y

Specify

Select the source table

of

containing data indexed for search.

Click on the magnifier icon Image Removed and select a table

Note A text search table only includes the data from the source table without its child tables. You need to create a separate text search table for each of them.
Search group	Y

Assign the group to

Select a search group in which the table

that will be responsible for displaying the search results.Click on the magnifier icon Image Removed and select a search group

search results will be displayed.
Displayed fields	N

Choose

Select the table fields to display in the search results if the values in those fields

matches

match the search

queries

query. Info If

you do not specify any fields, fields with the active

this field is empty, all fields that match the search query and have the Full Text Search

attribute and that contain the search query will be shown in search results by default

attribute enabled are displayed in the search results.
Subinfo fields	N

Choose

Select the table fields that

will

are always

be

displayed in the search results.
Filter	N	Use the

Condition Builder

condition builder to

limit

filter and sort the search results.
Order	N	Enter

the

an integer

number in the field

to

define the sequence in which the search result tables are displayed.

set the relative position of the table within its search group. The tables are displayed in ascending order.
Active	N

Set

Select this checkbox

active

to

make

activate the search table

available

and make it visible to the users in the search results.

Default search groups and tables

The following search groups and tables are configured out-of-the-box:

Configure

search indices

The Search Indices (sys_search_index) table contains every value text values of the indexed columns indexed that are automatically added to the table after the search table record creation. The search is performed through these search indices. These values are used for the global search. The records in this table are automatically created when a new record is created in a table containing an indexed column. Empty fields are ignored.

To get the table column indexed, follow the steps below:

On the record form, set the Full Text Search checkbox to the active state.

Search Index form fields

To index a column, complete the steps below:

1. Navigate to System Settings → All Columns.
2. Find the required column in the list and open it.

3. On the record form, select the Full Text Search checkbox.
   

   Note
   If the column is of the Reference type, ensure that the Display by Ref checkbox is selected. If not, select it. Otherwise the column values will not be indexed

Image Removed

To create a search index, follow the steps below:

1. Navigate to System Definition → Search Indices.
Click New and fill in the fields

2. .

   
   

3. Click Save or Save and Exit to apply the changes.

Search Index form

As a result:

• All existing records are indexed.
• All new records will be indexed when they are created.