Global Search allows searching for information with 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 performs through the Search Table includedб they are checked by the ACL Rules, and then throгgh the Search Indices. Thus, the query processing and the result outputting is performed only by the fields available to a particular user.
Role required: admin.
Search configuration guide
To index table columns, follow the steps below:
- Create a Search Group.
- Create a Search Table.
Configure Search Indices.
You can also configure the portal search to self-service portal users with the Search Groups settings.
Create a Search Group
The search groups are intended to categorize tables by which the search is performed.
To create a search group, follow the steps below:
- Navigate to System Definition → Text search groups.
- Click New.
- Fill in the form.
- Click Save or Save and Exit to apply changes.
The Search Group form
| Field | Description |
|---|---|
| Name | Enter the name of a grouping category for the search results. |
| Portal | To make the search group available for self-service portal users, click the magnifier icon The search group is available either for end-users only or for SimpleOne agents only. To make the search group agents-only, leave this field empty. |
| Order | Enter the integer number in the field to define the sequence in which the search results groups displayed. The groups are displayed in the ascending order. |
| Description | A brief or detailed information about the search group. |
| Active | Set this checkbox active to make the group available and visible for users. |
| Default opened | Set this checkbox active to make the group unveiled, so that, the search results are visible within the search navigator bar. Ex., the Task search group below has the inactive Default opened checkbox.
|
Create a Search Table
Search tables specify data sources for text search indexing. Within the groups, these tables also collect the search results determining its categories.
The system property search_text_service.excluded_tables allows to specify tables not appeared as options when setting up the Search tables.
The search query passes the 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 the steps below:
- Navigate to System Definition → Text search tables.
- Click New.
- Fill in the form.
- Click Save or Save and Exit to apply changes.
The Search Table form
| Field | Description |
|---|---|
| Name | Enter the name of a table displayed in search results. |
| Table | Specify a source table of data indexed for search. Click the magnifier icon |
| Search Group | Assign a group to the table for displaying the search results. Click the magnifier icon |
| Order | Enter the integer number in the field to define the sequence in which the search results tables displayed. The tables are displayed in the ascending order. |
| Active | Set this checkbox active to make the search table available and visible for users. |
Configure Search Indices
The Search Indices table contains every value of the columns indexed. The search is performed through these search indices that are automatically added to a table when indexing columns. In this process, all field values of the records existing are added to Search Indices as detached records.
The column will be indexed and thus added to Search Indices only if the Search Group and Search Table are specified.
To make a table column indexed, follow the steps below:
- Navigate to System Definition → All columns.
- Open the desired Column record. Use filter options or Condition Builder if you need to find it.
- On the record form, set the Full text search checkbox to the active state.
- Click Save or Save and Exit to apply changes. The system automatically adds the field values of this table column to Search Indices.
The Search Indice form
| Field | Description |
|---|---|
| Record | A record containing the field indexed. |
| Table | A reference field containing the name of a table from sys_db_table the indexed column belongs to. |
| Column | A reference field containing the name of an indexed column of the table specified in the Table field. |
| Text | A particular record field value. |
