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Agile Product Lifecycle Management Administrator Guide
Release 9.3.3
E39286-04
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22 Full Text Search

From the Full Text Search node, you specify how the search is done and manage the indexing of attachment files. The information on indexing in this chapter applies only to indexing files. Indexing of database information for Web searches is always done synchronously.

When a user searches for attachment file content, the search results list each object that contains files matching the search criteria. Only the latest versions of attachments are listed. For more information about setting up searches and finding data in Agile PLM, see Getting Started with Agile PLM.


Note:

Regarding the Agile multi-language capability, Full Text Search is supported for attachment files in Japanese, Traditional Chinese, Simplified Chinese, German, International Spanish, French, Russian, Korean, and Italian localized versions.

22.1 Full Text Search Limitations

Full Text Search has the following known limitations:

  • Full Text Search follows existing roles and privileges. Users who do not have privileges for objects do not see these objects in search results.

  • Users who do not have Field-level Read for fields do not see these fields in the search results.

  • Full Text Search does not support searches for the following:

    • Synonyms

    • URL attachments

    • Viewer (AutoVue) redline data

  • For non-English text in documents, Full Text Search is supported only for attachment files, not for Stem searches or Concept searches.

  • Attachment files that can be returned by a full text search must be created and saved in DOC, PPT, PDF, TXT, HTML, XLS, XML or RTF.

  • Files on any Agile File Management file vault are available to Full Text Search, and are indexed based on the Administrator settings.

  • If an object contains multiple files (that is, multiple documents are attached to the object), even if only one of the files contains the search text, the entire object is returned. The file that contains the text is not indicated, and you may need to look through all attachment files to find the appropriate one.

22.2 Full Text Search Properties

When you double-click the Full Text Search node, the Full Text Search window appears, with General Information and History tabs. There is more information about the settings for indexing attachment files in the next section.

Table 22-1 Full Text Search Property settings

Property Editable? Default Notes

Stem Searching

Yes

Disabled

Finds variations of a word. From "run" it could find ran, runs, running.

Concept Searching

Yes

Disabled

Finds words that fit the same general concept. From "sports" it could find running, track, basketball, and the like.

Important: Concept searching is not supported on Microsoft SQL Server.

Indexing

Yes

Manual

Indicates when words in a file will be available for full text search:

Manual – indexes files when a user clicks the Index Attachments button only.

Scheduled – indexes files according to the specified schedule-see next table.

Synchronous – indexes files as soon as a file is added.

See "Indexing Attachment Files."

Index File Type

Yes

doc, ppt, pdf, txt, html, rtf, xml, xls

Makes possible selective indexing of specified files. A comma separates each file type, which are not case-sensitive. The default values cover a range of common file types. If you narrow the field to include one or two file types for a specific search, be sure to re-populate the field with your preferred file types upon completion of the search.

Last Indexed

No

N/A

Date the system was last indexed.

Next Scheduled Index

No

System-generated if scheduled indexing is running

Indicates the time the next scheduled index will occur. Only appropriate if indexing is "Scheduled."

Recurrence

Yes

N/A

Indicates how frequently indexing occurs. Activated when indexing is "Scheduled."


The following additional attributes appear when you click the Recurrence field:

Table 22-2 Recurrence attributes

Property Editable? Default Notes

[Once a Day] or

[Every X Hours Y Minutes]

Yes

No

Specifies the frequency that indexing occurs.

Starting At

Yes

0:00:00 am

Indicates the starting time of the schedule

Ending At

Yes

0:00:00 am

Indicates the ending time of the schedule. This option will be disabled if recurrence = Once A Day.

Days

Yes

M-F

Indicates which days the schedule will take effect


22.3 Indexing Attachment Files

There are some best practice recommendations for setting the system for indexing attachment files.

22.3.1 Using FileLoad and Indexing New Files

If the Indexing property is set to Synchronous and a large number of files are added to the File Management file vault using Agile FileLoad, the indexing process can take a long time. It has been found that setting this field to Manual increases the loading speed for a large number of files. Or, if the files being added tend to be large documents, set the Indexing property to Scheduled and set up an indexing schedule for once every 3 or 4 hours. If most of the new files are relatively small, the Indexing property can be set to Synchronous.

22.3.2 Index Attachment Button

Use the Index Attachment button on the toolbar (Admin > System Settings > Full Text Search) to manually index new attachments that are not yet indexed. The Index Attachment button is available only when indexing is set to Manual.

22.3.3 Update Content URLs Now Button


Note:

For Agile 9.3.2.0, install hotfix 44 to enable Update Content URLs Now button on the Java Client Full Text Search window. Update Content URLs Now is a task that must be performed after updating the database to 9.3.2.0.

To update the content URLs:

  1. Under System Settings, double-click Full Text Search. The Full Text Search window appears.

  2. Click the Update Content URLs Now button.

  3. Click Yes to confirm that you want to update content URLs now.

  4. When the update process is completed a message dialog appears that tells you how many rows have been updated. Click OK in the message dialog to close it.

22.3.4 "Stop" Words

There are short, common words called "stop" words that are ignored by the system in searching against attachment files. So, a search for "the mouse" will return only matches for "mouse". You do not need to know the words unless you run a lot of searches; the list of words is in "Using Quick Search to Find Attachment File Content" in the Searches chapter in Getting Started with Agile PLM.