Understanding Search Attachments
Search Attachments are documents that can be included in a search index. Depending on the application and setup, attachments can be stored on the ftp server, the sftp server, or in the database. When attachments are included in a search index, they must be defined on the Attachment Properties tab of the Search Definition. The attachment can be dynamic or static, depending on application usage. Any application that uses the Administer File Attachments page must use dynamic attachments. The dynamic setting allows flexibility for changes to the active servers over time. This gives the query flexibility to dynamically access any attachment for the active or previous servers. PeopleSoft Search Framework creates a search index that contains the contents of any attachment so that keyword searches have access to these attachments.
There are performance trade-offs when performing searches on attachments. For more information about performance considerations, see Understanding Performance Considerations within Financial and Supply Chain Management Search
This table illustrates the Financial and Supply Chain Search Definitions that can search attachments:
|
Search Definition |
Description |
Used In |
|---|---|---|
|
EP_AM_ASSET |
Assets |
Global / Search Pages |
|
EP_AP_VENDOR |
Suppliers |
Global / Search Pages |
|
EP_AP_VOUCHERS |
Vouchers |
Global / Search Pages |
|
EP_CS_DOC_ADHOC |
Adhoc Documents |
Search Content in Supplier Contract Mgmt |
|
EP_CS_DOC_CONTRACTS |
Contract Documents |
Search Content in Supplier Contract Mgmt |
|
EP_CS_DOC_PURCHORDRS |
Purchase Order Documents |
Search Content in Supplier Contract Mgmt |
|
EP_CS_DOC_SOURCING |
Sourcing Event Documents |
Search Content in Supplier Contract Mgmt |
|
EP_PO_CONTRACTS |
Purchase Order Contracts |
Global / Search Pages |
|
EP_PO_PURCHASE_ORDERS |
Purchase Orders |
Global / Search Pages |
|
EP_PO_REQUISITIONS |
Requisitions |
Global / Search Pages |
|
EP_SS_EVENTS |
Sourcing Events |
Global / Search Pages |
In order for attachments to be properly indexed, you need to define:
The FSCM File Attachments definition, using the Administer File Attachments Page.
The PeopleSoft Search Framework Attachment URL ID List (.
The list of all URL identifiers that are related to your systems attachments, which are indexed by various search definitions that are listed in the table, must be listed in the Attachment URLID list page of the search framework. This list is defined and must be present prior to deploying search definitions that may depend on the various attachment servers. The PeopleTools Search Framework publishes this list and associated credentials to the system so that it has the appropriate credentials needed when crawling and indexing related documents.
See the product documentation for PeopleTools: Search Technology.