Siebel Search Administration Guide > Administration of Siebel Search > Working with Search Indices >

Automating the Process of Refreshing Indices on Windows

This section details the process for automating the index refresh process.

CAUTION:  If your Search Server is on a UNIX machine, you cannot completely automate the Refresh and Refresh All tasks. With the steps outlined in the following procedure, you can automate the creation of the refresh and refresh all scripts on the UNIX machine. However, you will still need to manually run the execsql command on the UNIX machine in order to actually regenerate the indices. For more information on this command, see Refreshing Indices Under UNIX.

To create a workflow process to enable Refresh or Refresh All functionality

1. In the Siebel Tools Object Explorer, select the Workflow Process object.
2. In the Object Explorer List Editor, create a new Workflow Process with the following values:

   Property	Description
   Process Name	The name of the process.
   Status	Defaults to In Progress.
   Workflow Mode	The workflow Mode will default to Service Flow. A service workflow process executes a set of operations upon event invocation.
   Group	This field applies to pre-Siebel 7.7 workflows. NOTE:  Do not use this field for new workflows you create. Use the Project field instead.
   Project	The name of the project to which the workflow process belongs.
   Business Object Search Administration	Base the Workflow on the Search Administration Business object.

3. When you have finished creating the process, right-click the record and select Edit Workflow Process to access the Workflow Process Designer.
4. In the Workflow Process Designer, create a workflow that includes a Business Service object.

   After you have added a Business Service graphic to the designer, select the business service step. In the Workflow Steps applet, highlight the branch corresponding to the business service step. For the business service step, locate the properties called "Business Service Name", "Business Service Method."

5. Configure a Business Service by doing the following:
   1. In the Business Service field, enter Search Admin Service.
   2. In the Method field, enter "Refresh Index" or "Refresh All".

      If you selected Refresh Index, you will need to add the following two arguments in the Input Arguments applet in this view.

      NOTE:  If you selected Refresh All, you will only need to add the Index Setting parameter as shown below.

      Arguments	Description
      Index Setting	Name of the Index Setting you want to use for the Refresh. For this argument the Type must be Literal, and the Value must be the name of your setting.
      Index Name	Name of the index you wish to refresh. For this argument, the Type should be Literal and the Value should be the name of the index, such as Solution. If you selected Refresh All, you will need to add one argument in the Input Arguments applet in this view.

6. Return to the All Processes tab within the Workflow Processes view, then click the Deploy button.

To test your workflow process

1. In the Workflow Processes list view, select the Workflow Process you created.
2. Right-click, and select Simulate Workflow Process.

   This starts the Workflow Simulation. For more information on setting up the Siebel Tools application for Workflow Process Simulation, see Siebel Business Process Designer Administration Guide.

3. During the Workflow Simulation, run through the newly created workflow process.

Verifying the Index and Refresh Process

You can verify that the index was refreshed by checking the Index Status column in the Search Indices view for a given index, or by checking the new log file in the Siebel/search/ServerDataSrc/index directory. For more information about the success of the indexing process, you can check the .dil file in the Siebel/search/ServerDataSrc/scripts directory. On the new workflow process has been verified preform the following task:

To deploy a new workflow process

1. In Siebel Tools, select the workflow process and click the Deploy button.
2. In the Siebel Client application, navigate to the Administration - Business Process > Workflow Deployment view and activate the workflow process.