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Automating the Process of Refreshing Indices

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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 below, 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, please refer to the Refreshing Indices Under UNIX.

To create a workflow process to Refresh or Refresh All

Navigate to Business Process Administration > Workflow Processes.
Create a new Workflow Process based on the Search Administration Business Object.
Navigate to the Process Designer for the new process you created.
Within the Designer, create a workflow that includes a Business Service object. After you have added a Business Service graphic to the designer, double-click on the graphic to drill into the Business Service instance.

To configure the Business Service, you will need to do the following:

Enter Search Admin Service in the Business Service field.
Enter Refresh Index or Refresh All in the Method field.

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

Index Setting. This is the name of the Index Setting you wish to use for the Refresh. For this argument the Type should be Literal and the Value should be the name of your setting.
Index Name. This is the 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.

Return to the All Processes tab within the Workflow Processes view. Click on the Activate button.

Troubleshooting

You can test your workflow by clicking on the Process Simulator view tab and running though the Workflow Process you created. You can verify that the index was refreshed by checking the Updated field 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.

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