Setting Up and Building Search Indexes for Expenses

Page Name

Definition Name

Usage

Search Definition Page

PTSF_SEARCH_DEF

Locate predefined search indexes or create new search indexes.

Build Search Index Page

PTSF_SCHEDULE_SI

Schedule and build search indexes for Expenses.

Use the Search Definition page (PTSF_SEARCH_DEF) to locate predefined search indexes or create new search indexes.

Navigation:

PeopleTools > Search Framework > Designer > Search Definition

You can also use this page to define a new search index and a specific data object set for use with the index. You can define specific fields that the system will store in the search index. This search retrieves and processes data from a group of records that have multilevel parent and child relationships.

For additional information about the Search Definition page, see the PeopleTools: PeopleSoft Search Technology documentation.

Use the Build Search Index page (PTSF_SCHEDULE_SI) to schedule and build search indexes for Expenses.

Navigation:

PeopleTools > Search Framework > Administration > Schedule Search Index

This example illustrates the fields and controls on the Build Search Index page.

 Build Search Index page (EP_EX_REPORT)

Use this page to create and update the Search Framework search engine indexes and collections to enable Expenses searches. The system initializes the page with values based on the index name that you select. You must create run control IDs for each search definition to build a full index and another run control ID for each search definition to build incremental indexes. You should use the search definition name followed by _FULL or _INCR for each search definition.

After you initially build your search indexes using the _FULL run controls, you should keep them updated to reflect changes that are being made to expense reports using the _INCR run controls. You should set up the _INCR processes to run as frequently as needed, depending on how often changes are made to expense reports.

Field or Control

Description

Run Control ID

Displays the run control ID for either building or updating search indexes. You initially define the value for this field.

Search Definition

Select a search definition to build search indexes.

EP_EX_REPORT is the search definition used when performing keyword searches. This value also causes the keyword search tab to appear.

Indexing type

Select one of these options:

  • Full index indicates that all indexes are rebuilt.

  • Incremental Index indicates that only changed indexes are rebuilt.

Language Option

Select one of these options:

  • Base Language indicates that the base language specified on the International Preferences page is used when you create or build the index.

  • All Languages indicates that all activated languages on the Manage Installed Languages page are included when you create or build the index.

Full Indexing Criteria

Displays the information entered on the Search Definition - Advanced page if you entered a start date. For more information, see the PeopleTools: PeopleSoft Search Technology documentation.

For additional information about the Build Search Index page, see the PeopleTools: PeopleSoft Search Technology documentation.