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Configuring Sun Master Indexes (Repository)

Creating a Search Page for the EDM (Repository)

Several search pages are defined by default by the wizard, including the simple lookup page, advanced lookup pages, and the comparison lookup page. You can create additional search pages if needed. Perform the following steps to create a new search page.

Step 1: Define the Search Page

The first step in creating a search page is to define certain properties for the appearance of the page, such as its name, how many fields to list in each row, whether to display the EUID or local ID field, and general instructions for the search.

Note –

If either the EUID field or the local ID and system fields appear on a search page, any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.

ProcedureTo Define the Search Page

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Enterprise Data Manager file.

    The file opens in the NetBeans XML editor.

  2. Scroll to the page-definition element in the gui-definition element.

  3. In the eo-search element, create a simple-search-page element.

    Make sure the new element falls within the eo-search element, but outside any existing simple-search-page elements. For example:


    <eo-search>
   <simple-search-page>
    ...
   </simple-search-page>
   <simple-search-page>
   </simple-search-page>
</eo-search>

  4. In the new simple-search-page element, create the elements listed in EDM Search Page Definition Elements and enter the appropriate value for each element.

    For example:


    <eo-search>
   <simple-search-page>
    ...
   </simple-search-page>
   <simple-search-page>
      <screen-title>Address Search</screen-title>
      <field-per-row>1</field-per-row>
      <show-euid>true</show-euid>
      <show-lid>false</show-lid>
      <instruction>Enter address information below.</instruction>
   </simple-search-page>
</eo-search>

  5. Continue to Step 2: Define the Search Fields.

Step 2: Define the Search Fields

Once you define the search page, you must specify the fields that appear on the page. Fields are specified in field groups, and each field group represents a boxed area on the search page. All fields specified for a field group appear in the boxed area named by that group. The box label is defined by the description of the field group.

ProcedureTo Define Search Fields

  1. Complete Step 1: Define the Search Page.

  2. In the new simple-search-page element, create a field-group element.

    For example:


    <simple-search-page>
   <screen-title>Simple Person Search</screen-title>
   <field-per-row>2</field-per-row>
   <show-euid>false</show-euid>
   <show-lid>false</show-lid>
   <field-group>
   </field-group>
</simple-search-page>

  3. In the new field-group element, create the elements and attributes listed inEDM Search Field Definition Elements and enter the appropriate value for each.

    For example:


       <field-group>
      <description>Address</description>
      <field-ref>Address.AddressType</field-ref>
      <field-ref>Address.AddressLine1</field-ref>
      <field-ref>Address.AddressLine2</field-ref>
      <field-ref required=“true”>Address.City</field-ref>
      <field-ref>Address.State</field-ref>
   </field-group>

  4. Repeat steps 2 and 3 for each field group you want to display on the selected search page.

  5. Continue to Step 3: Specify Search Options.

Step 3: Specify Search Options

After you define the criteria fields for the EDM search, you must specify certain options for the search, such as the types of available searches, whether each search is weighted, and whether the search allows wildcard characters.

ProcedureTo Specify Search Options

  1. Complete Step 2: Define the Search Fields.

  2. In the simple-search-page element you created, create a search-option element.

    For example:


    <simple-search-page>
   <screen-title>Simple Person Search</screen-title>
   <field-per-row>2</field-per-row>
   <show-euid>false</show-euid>
   <show-lid>false</show-lid>
   <field-group>
    ...
   </field-group>
   <search-option>
   </search-option>
</simple-search-page>

  3. In the new search-option element, create the elements listed inEDM Search Option Elements and enter the appropriate value for each element.

    For example:


    <search-option>
   <display-name>Alpha Search</display-name>
   <query-builder>ALPHA-SEARCH</query-builder>
   <weighted>false</weighted>
   <candidate-threshold>2000</candidate-threshold>
   <parameter>
     <name>UseWildCard</name>
     <value>true</value>
   </parameter>
</search-option>

  4. Repeat the previous two steps for each search type you want to make available on the selected search page.

    Note –

    If you define multiple search option elements, an option button (labelled by the value of the display-name element) appears on the search page for each search option.

  5. Save and close the file.