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 included, they are checked by the ACL Rules, and then through the Search Indices. Thus, the query processing and the result outputting is performed only by the fields available to a particular user.
If the Text Search Group or the Text Search Table is not specified the search does not apply.
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. E.g., 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 that are automatically added to the table after the search tables records creation. The search is performed through these search indices.
To make a table column indexed, follow the steps below:
- Navigate to System Definition → All columns.
- Open the desired Column record of your search table. 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.
The Search Indexes include only those records that were created after enabling the Full text search option of the table column.
- Click Save or Save and Exit to apply changes. Subsequently, the system will automatically add the field values of this table column to Search Indices when creating new table records.
Reference column indexing
The reference columns are also available for search indexing. The system adds to the Search Indices table the reference table column values that are marked with the Display by ref flag.
To make a reference column indexed, follow the steps below:
- Use the instruction above to index the desired column of the search table.
- Navigate to System Definition → All columns and open the record of the reference table column which values you want to use as search indices.
- On the record form, check the Display by ref box.
- Click Save or Save and Exit to apply changes.
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. |
