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Configuring Sun Master Indexes

Creating Search Pages on the Record Details Page

Several search pages are created by the Master Index Wizard based on the information you specify. You can create and customize new search pages for the Record Details page. Each search you define must use a query that is defined in query.xml.

Follow these 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, 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 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 midm.xml.

    The file opens in the NetBeans XML editor.

  2. Scroll to the record-details element, and then create a simple-search-page element.

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


    <record-details>
   <simple-search-page>
    ...
   </simple-search-page>
   <simple-search-page>
   </simple-search-page>
</record-details>

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

    For example:


    <record-details>
   <simple-search-page>
    ...
   </simple-search-page>
   <simple-search-page>
      <screen-title>Address Search</screen-title>
      <search-result-id>1</search-result-id>
      <show-euid>true</show-euid>
      <show-lid>false</show-lid>
      <instruction>Enter address information below.</instruction>
   </simple-search-page>
</record-details>

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

Step 2: Define the Search Fields

Once you define the search page, you need to specify the fields that appear on the page. Fields are specified in field groups, and each field group represents an area on the search page. All fields specified for a field group appear in the area defined by that group. The label for the area 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>
   <search-result-id>2</search-result-id>
   <search-screen-order>1</search-screen-order>
   <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 in Record Details Search Field Definition Elements and enter the appropriate value for each.

    For example:


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

  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 MIDM search, you can 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.

Note –

Wildcards should not be allowed for blocking queries or phonetic searches.

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>
   <search-result-id>2</search-result-id>
   <search-screen-order>1</search-screen-order>
   <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 in Record Details 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>
   <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.