Search Configuration

You can use the search configuration options to change the way that records are returned by the global search. For example, you can specify the information that is shown in search results or whether or not a certain family or field should be included in the search results at all.

Excluding Families from Search

When you exclude a family from search, records in that family are not returned by the global search tool. In addition, records in any excluded families will not be returned in any Search window used in APM. Therefore, you will not be able to select the records in workflows that use the Search window to select records. For example, in Policy Designer, you could not assign one of these records to a policy instance.

By default, in the baseline APM database, the families listed in the KBA 000040087 are included in the search.

About The Search Index

The search index is used to return the results of the Global search in APM. The search index is updated automatically, and, for performance reasons, is designed to update incrementally.

When only a few records are added to the database, those records appear in the Global search results almost immediately. However, when large data loads are performed or records updated in bulk (e.g., during an initial implementation), it takes a longer amount of time for the records to be indexed, and therefore for them to appear in the Global search results.

Important: You should not rebuild the search index solely because newly added records do not appear in the Global search results after completing a large data load or bulk record import.

Tip: If a large data load is performed for a specific family and the records are not indexed immediately, you can use the Reindex Family functionality to rebuild the index for that family.

The search index typically only needs be rebuilt manually after a database upgrade. However, in some cases the search index may become out of sync with the data in your database. For example, if you add records to the database directly rather than via Record Manager in the APM application, the search index will not include those changes and you must rebuild the search index manually. If occurrences such as this happen regularly in your company’s implementation of APM, you may want to schedule the search index to be built on a regular basis.

Access the Search Configuration Page

Procedure

Access the Operations Manager page, and then select Search Configuration.

The Search Configuration page appears.
In the left pane, select the family for which you want to configure search results.

The workspace for the selected family appears, displaying the family search settings.

Configure Search

Procedure

Access the Search Configuration Page selecting the family for which you want to configure search results.
As necessary, modify the following options for the family:
- Increase Rank: You can enter a numeric value to specify the location of the family within search results. The higher the number, the higher the priority. The lowest number that you can enter is 0.
- Exclude: Indicates whether or not the family is indexed, and therefore searchable.
  
  Important: Before you modify this option, you should ensure that you understand how this setting may affect other areas of the application.
As necessary, in the Field Search Settings section, modify the following options for each field within a family:
- Display Field?: Indicates the field whose text will be displayed in the search results. The ENTITY_ID field is the default for all fields.
- Index?: Indicates whether or not the field is indexed, and therefore searchable.
- Partial Search Pattern: This field allows you to use regular expressions to configure more streamlined searches. For examples and instructions on how to properly use this field, refer to Use Partial Search Patterns.
Select Save.

Your changes are reflected in search results throughout APM.

Build the Search Index

Procedure

Access the Search Configuration page.
To build the search index, perform the following steps:
1. Select Build Index.
  The Rebuild window appears.
2. Select OK.
  The search index will be built, and all expected results will be included in the global search. To verify whether the operation has completed successfully, you can view the generated Meridium.Service.Search_<Date>.txt log file at <installdir>\ProgramData\Meridium\Logs\.
  
  Tip: To access the ProgramData folder, you must show the hidden folders on your system.
  
  Note: When the index is being built, the color of the Search icon changes.
To rebuild the search index for a specific family:
1. Select a family in the left pane.
2. Select Reindex Family.
  The search index for the specific family is rebuilt. Now, you do not need to rebuild the entire index if there are any changes to the search configuration options or if a large data load is performed for a specific family.
  Note: This functionality is not available if a family is excluded from search.
To schedule the search index to be built at a future time or on a recurring schedule, select Schedule.
The Edit Schedule window appears. Enter the values in the required fields. For more information on creating a schedule, see Schedule a Job. The search index will be built according to the schedule, and the expected results will be included in the global search. You can view the status of the scheduled job by accessing ADMIN > Operations Manager > Job Monitoring Dashboard.