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Indexing Fields to Enforce Catalog Category Visibility

You can index fields to enforce existing catalog category visibility rules within your Siebel enterprise. A product has to be associated to a catalog category that is associated to an access group. If you do not do this, the product will not be included in the index when the index is refreshed.

Then, when a Siebel application user searches on product, that user must be associated to an access group that is associated to a catalog category tied to the product, or the product is associated to a public category.

NOTE:  In its preconfigured state, most search categories in Siebel Search apply catalog category visibility. For these search categories, this means that a record must be associated with an access category if it is to be available for searching. Additionally, the Catalog Type should not be null to allow the creation of Search Indexes that use Access Control visibility.

Rules and Assumptions

• The business component field Catalog Category ID must be mapped to Visibility ID result field, and the attribute Field Type must be set to Catalog Category.
• The Catalog Category Name business component field must be mapped to the Visibility Info result field and the Field Type set to Catalog Category. The catalog category name is indexed to differentiate similar search results from each other. For example, the solution How to fix a modem may belong to two different catalog categories, and thus may show up twice in the search results when there is a hit. On the user interface (UI), these two results are prefixed with the catalog category to which they belong.

NOTE:  These fields are usually available if the business component supports catalog visibility. If they are not, they can be added to the Business Component through suitable joins. For more information, see Using Siebel Tools.

This task includes the following two steps:

• To set up an index field in Siebel Tools to enforce catalog category visibility
• To complete setup of an index field in the Siebel client to enforce catalog category visibility

To set up an index field in Siebel Tools to enforce catalog category visibility

1. In the Siebel Tools Object Explorer, navigate to Search Index, then choose the index for which the catalog category visibility is to be added.
2. In the Object Explorer navigate to Search Table > Search Index Field Map.
3. In the Search Index Field Maps window, create two new records and set properties according to the table below:

   Business Component	Field Type	Result Field
   Catalog Ids	Catalog Category	VisibilityId
   Catalog Category Name	Catalog Category	Visibility Info

4. Compile the changes to the Siebel Repository File.

To complete setup of an index field in the Siebel client to enforce catalog category visibility

1. Navigate to Search Administration > Search Indices view, and select the search index.
2. Use the index button to create the new index with the new visibility type added.
3. Navigate to the Administration - Catalog > Catalog Administration view and make sure an active catalog exists.

   Verify by making sure the Effective Start Date is in the past and Catalog Type is not set to null. The Catalog should have an Access Group to which the users belong.

4. Associate the objects to be indexed with a category of that catalog.

   For example, Product News, Solutions, or Literature.