Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in This Release

2 Siebel Search Overview

• Overview of Siebel Search
• About Siebel Search
  • About Siebel Search Operations
  • About Siebel Find Operations
• Supported Features for Siebel Find and Siebel Search
• Siebel Search Supported Search Engines
• Siebel Search Architecture Overview
• Using Siebel Search in Siebel Open UI
• AutomaticWildcardSearch System Preference

3 Configuring Siebel Find

• Configuring Siebel Find
• About Siebel Tools Configuration Tasks
• About Siebel Tools Find Objects
• Configuring Searchable Find Categories
• Configuring Find Parameters for Computer Telephony Integration
• Configuring Siebel Find for the Search Results View
• Displaying System Fields in Find Results
  • Displaying the ID System Field in Find Results
  • Displaying the Created System Field in Find Results
• Configuring Access Control for Find Operations
• Integrating Siebel Search With Siebel Applications
• Siebel Tools Find Object Reference
  • Find Object
  • Application Find Object
  • Find Field Object
    • Find Field Object Properties
    • Find Field Object Rules and Assumptions
  • Find View Object
  • Find Field Locale Object
  • Find Locale Object
  • Find Pick View Object

4 Configuring Siebel Search for Third-Party Search Engines

• Configuring Siebel Search for Third-Party Search Engines
• Process of Configuring Siebel Search for Third-Party Search Engines
  • Configuring Siebel Search for Third-Party Search Engines
  • Defining Index Categories for Third-Party Search Engines
  • Configuring Indexing for Third-Party Search Engines
  • Configuring Incremental Indexing for Third-Party Search Engines

5 Setting Up Siebel Search with Oracle Secure Enterprise Search

• Setting Up Siebel Search with Oracle Secure Enterprise Search
• About Installing Siebel Search
  • Upgrading from Siebel Search Version 7.x
  • Installing Server Components for Siebel Search
  • Oracle Secure Enterprise Search Pre-Installation Tasks
• Installing Oracle Secure Enterprise Search
• Creating the Siebel Search Center Directory Structure on the Siebel Server
  • Creating the Siebel Search Center Directory on Windows
  • Creating the Siebel Search Center Directory on UNIX
• Configuring EAI File Transport Folder Access for Siebel Search
• Administering FTP Indexing
  • Enabling FTP Indexing
    • Configuring the FTP Server for FTP Indexing
      • Configuring the Search FTP Server on Windows
      • Configuring the Search FTP Server on UNIX
  • Configuring the RSS Crawler for FTP Indexing
    • Example of Configuring the RSS Crawler for FTP Indexing
  • Creating Server Repeating Jobs for Incremental Indexing
• Configuring Field Mapping Settings
• Administering Siebel Server Component Groups
• Administering Workflow Management Components
• Enabling Search Security Web Service
• Activating the Search Engine for Oracle Secure Enterprise Search
• Configuring Search Engine Settings for Oracle Secure Enterprise Search
• Configuring Oracle Secure Enterprise Search Engine for the Search Results View
• Configuring the Default Search Definition
• Clearing Attachments From the Shared Search UNC Location
• Configuring User Authentication for Search Queries
• Activating Search Run-Time Events
• Siebel Search Web Services
• Process of Setting Up the Business Component Source and Connector
  • Configuring the Siebel Business Component Connector
  • Activating the Siebel Identity Plugin Manager for Oracle Secure Enterprise Search
  • Verifying Oracle Secure Enterprise Search Federated Trusted Entities and Siebel Identity Plugin Manager
  • Deploying the Business Component Source
  • Verifying the Oracle Secure Enterprise Search Source for the Business Component Connector
• Process of Setting Up the File System Source and Connector
  • Configuring the Siebel File System Connector
  • Deploying the File System Source
  • Verifying the Oracle Secure Enterprise Search Source for the File System Connector
  • Enabling Rich Text Format Processing for the External File System Connector
  • Verifying Indexing for the File System Connector
• Process of Setting Up the Web Crawler Source and Connector
  • Creating an Oracle Secure Enterprise Search Source for the Web Crawler Connector
  • Creating a Source Group for the Web Crawler Connector
  • Verifying Oracle Secure Enterprise Search Indexing of the Web Crawler Source
  • Administering the Siebel Web Crawler Connector
• Process of Setting Up the Database Source and Connector
  • Creating a Source for the Database Connector
  • Creating a Source Group for the Database Connector
  • Verifying Oracle Secure Enterprise Search Indexing of the Database Source
  • Configuring the Database Connector
• Process of Setting Up the IMAP Email Source and Connector
  • Creating a Source for the IMAP EMail Connector
  • Creating a Source Group for the IMAP E-Mail Connector
  • Verifying Oracle Secure Enterprise Search Indexing of the IMAP E-Mail Source
  • Configuring the IMAP Email Connector
• Administering Connectors for Oracle Secure Enterprise Search Integration
  • Updating Connector Settings
  • Deleting a Connector
• Disconnecting from Oracle Secure Enterprise Search and Deactivating the Identity Manager
  • Disconnecting from Oracle Secure Enterprise Search
  • Deactivating the Siebel Identity Plugin Manager
• Oracle Secure Enterprise Search Changes Required for EAI to Support HTTPS

6 Configuring Siebel Search for Oracle Secure Enterprise Search

• Configuring Siebel Search for Oracle Secure Enterprise Search
• About Siebel Tools Configuration Tasks
• Configuring the Indexing Mode for Index Status Monitoring
• Process of Configuring Access Control for Search Results
  • Configure sblvisibility Index Field Mappings
    • Example of Mapping sblvisibilityid index fields
  • Configuring the Search Visibility Objects
  • Configuring Drill Down View Sequence for Search Results
• Administering Searchable Fields
• Administering Navigable Fields
• Administering Field Weighting
• Administering Query-Time Clustering Configuration
• Configuring the Language LOV for Siebel Search Preferences

7 Configuring Index Mappings for Oracle Secure Enterprise Search

• Configuring Index Mappings for Oracle Secure Enterprise Search
• About Searchable Objects
• Defining Index Elements
• Defining Index Attributes
• Creating Search Run-Time Events for Custom Search Objects
• Configuring the Business Service User Property in ContentService When Indexing Business Component Pairs

8 Administering Siebel Search Index Settings for Oracle Secure Enterprise Search

• Administering Siebel Search Index Settings for Oracle Secure Enterprise Search
• About Search Indexes
• Creating a New Index Definition
  • Creating a New Index Definition
  • Configuring the Search Definition on the Siebel Web Client
  • Configuring the Search Definition on the Siebel Developer Web Client
• Creating a Logical Collection
• Filtering the Index Record-Set
• Creating Searchable Business Component Fields
• About Indexing Search Objects
  • Indexing Search Objects
  • Refreshing the Index
  • Enabling Incremental Indexing
• Administering Asynchronous Indexing and Index Status Monitoring
• Monitoring Index Status
• Administering Batch Processing Status for FTP Indexing
  • Checking Batch Status for FTP Index

9 Setting Up Oracle Secure Enterprise Search for Siebel Remote

• Setting Up Oracle Secure Enterprise Search for Siebel Remote
• About Installing Search for the Siebel Remote Client
  • Upgrading from Siebel Search Version 7.x
• Creating the Siebel Search Center Directory Structure on the Siebel Remote Client
• Installing Oracle Secure Enterprise Search for Siebel Remote
• Starting the DSM Listener
• Configuring Search Field Mapping Settings for Siebel Remote
• Adding the Siebel Mobile Search Administration Screen for Siebel Remote
• Verifying the Business Component Search Connector Settings for Siebel Remote
• Activating Search for Siebel Remote
• Configuring Search Engine Settings for Siebel Remote
• Process of Setting Up the Index Definition for the Siebel Remote Client
  • Configuring the Search Definition for Siebel Remote
  • Configuring the Application Configuration File
• Activating Search Run-Time Events for Siebel Remote
• Synchronizing Siebel Search for Siebel Remote
• Search Functionality Supported for Siebel Remote

10 Preconfigured Search Objects for Oracle Secure Enterprise Search

• Preconfigured Search Objects for Oracle Secure Enterprise Search
• Call Center Searchable Objects
• Self Service Searchable Objects
• Sales Searchable Objects
• Service Searchable Objects
• Application and Search Definition Mappings

11 Filter Search Specifications Syntax for Oracle Secure Enterprise Search

• Filter Search Specifications Syntax for Oracle Secure Enterprise Search
• Filter Search Specification Syntax
  • Precedence
  • Comparison Operators
  • Logical Operators
  • Pattern Matching with LIKE and NOT LIKE
  • Functions in Calculation Expressions
  • Filter Search Specification Examples

12 API Examples for Oracle Secure Enterprise Search

• API Examples for Oracle Secure Enterprise Search
• Search inputArgs Example
• Search outputArgs Example
• Feed File Example
• Index inputArgs Example