Creating Search Categories and Generating Index

To Create Search Categories

In Search Category Settings, add a new Category record, associate a Business Component to the Category, for example: "Accounts ModernSearch", "Contacts ModernSearch", "Literature ModernSearch". Refer to "Defining Index Categories for Third-Party Search Engines" Chapter in Siebel Search Administration Guide for step-by-step instructions. (Note: Weighting factor option is not applicable when using Intelligent Search.)

Category Name	BC Name	Status Message
Accounts ModernSearch	Account	Indexed
Contacts ModernSearch	Contact	Indexed
Literature ModernSearch	Sales Tool	Indexed
Opportunities ModernSearch	Opportunity	Indexed
Service Requests ModernSearch	Service Request	Indexed

Note: Diacritic marks are not supported in Category names.

Associate a Category with your Application and define the drilldown view.

Identify and configure fields of each category. These fields will be indexed during the indexing process. Administrator can determine which fields they want to present in the results page by setting Searchable Flag with “Y” .

In Redwood Theme, only 4 fields updated as searchable will be presented in Search Results Pane.

In Aurora Theme, only 3 fields updated as Searchable will be presented in Search Results Pane.

This table explains searchable fields that can be added for "Contacts ModernSearch" category:

Field Name	Searchable
Account	Y
First Name	Y
Last Name	Y
Organization	Y
Personal City	N
Personal State	N

Note: The last field marked as Searchable becomes the drillable field. Choose a required field to serve as the drillable field.

Administrator has option to mention both the available fields and searchable fields for every category that will be indexed. For example - Contact category might have First Name, Last Name and City marked as "Searchable" while Service Request might have SR Number, Priority and Description as "Searchable" fields. All the available fields are returned but only the first 3 searchable fields for each category are displayed in the search results page. The order of display is the order in which the searchable fields are presented.

End-to-end flows to add a new Search Category in Siebel application and YAML file:

Identify a new search category you want to include into Siebel Intelligent Search, apart from 5 seeded ones (Service Requests ModernSearch, Contacts ModernSearch, Accounts ModernSearch, Opportunities ModernSearch, Literature ModernSearch). For example, you want to add "Products" into the search scope.
Go to <Siebel_Build_Location>/ses/applicationcontainer_internal/webapps, open modernsearchconfig.yaml.
In Upstream Settings > Category, add "Products" and define embeddingData for this category.
In Downstream Settings > Index, add "products" as the index name and "isIndexed: false". (index name in OpenSearch is in lowercase only and should not include spaces. Refer to Configuring OpenSearch Integration via YAML File for naming conventions.
Create "Products" category in Siebel application. Refer to Creating Search Categories and Generating Index.
Make sure you index the "Product" category in Siebel Application. Refer to Creating Search Categories and Generating Index.
After you have added a new search category in Siebel application, you can either refresh the browser or re-log into Siebel application. The newly added category will appear in the Object Filter drop-down list from the Global Search Bar.

Guidelines to map your Search Category to the category and index settings in YAML file:

In Siebel application , 1 business component can map to multiple search categories. For example:
- Category 1: "Service Requests ModernSearch", Business Component: "Service Request"
- Category 2: "Open Service Requests ModernSearch", Business Component: "Service Request" with Filter set to "Open"
In YAML file → upstream settings, make sure you have 1:1 mappings between the category names listed in this section and the categories defined in Siebel application.
In YAML file > upstream settings, make sure you have 1:1 mappings between the category names listed in this section and the index names listed in downstream index settings.

Refer to Configuring OpenSearch Integration via YAML File for instruction. Follow the same sequence order when mapping the category name and index name.

Filtering the Index Record-Set

The index record-set can be filtered at the Category level, to incorporate custom business rules, using the Filter Search Spec field. This field takes SQL statements that comply with the syntax defined in Filter Search Specifications Syntax for Siebel Intelligent Search. For more information, please refer to Filtering the Index Record-Set in Siebel Search Administration Guide.

Use Case 1: Service Orders

Category: Service Order
Business Component: Order Entry - Orders
Category Filter Spec: [Order Type Code] = LookupValue ('FS_ORDER_TYPE_CODE', 'Service')
View: Order Entry - All Orders Across Organizations View

User Case 2: Sales Orders

Category: Sales Order
Business Component: Order Entry - Orders
Category Filter Spec: LookupValue ('FS_ORDER_TYPE_CODE', 'Sales') AND [Order Type] <> LookupValue ("FS_ORDER_TYPE", "Bulk Request Template Order")
View: All Orders Across Organizations View (Sales)

Generating Index

Full Indexing

Note: Administrators must remove or mask any sensitive information, including PII or PHI, before sending documents to OpenSearch for ingestion.

In Search Index Settings, index search category. Refer to Configuring Indexing for Third-Party Search Engines step-by-step instructions.

Category Name	BC Name	Status Message
Accounts ModernSearch	Account	Indexed
Contacts ModernSearch	Contact	Indexed
Literature ModernSearch	Sales Tool	Indexed
Opportunities ModernSearch	Opportunity	Indexed
Service Requests ModernSearch	Service Request	Indexed

Index: Indexing a selected search category, one at a time.
Index All: Indexing all the search categories at once.
Indexing File Attachments:
- Use ‘Index’ only for Attachment Categories indexing. ‘Index All’ cannot be used to index file attachments.
Delete Index: Delete an index.

Note: Once a category is indexed, 'isAttachment: false' entry is appended in the downstream section in YAML file. For example:

accounts:
isIndexed: true
isAttachment: false
literature:
isIndexed: true
isAttachment: true

Incremental Indexing

Note: Administrators must remove or mask any sensitive information, including PII or PHI, before sending documents to OpenSearch for ingestion.

Caution: When the Enable Incremental Indexing system preference is set to True, the Transaction Processor component (alias TxnProc) runs automatically. In this case, for Siebel Remote deployments, you must stop TxnProc before you run the Database Extract component (alias DbXtract) for the first time. After DbXtract has completed, then you can restart TxnProc. If you do not follow these steps, then some transactions might not be routed to remote clients. For more information about running DbXtract, see Siebel Remote and Replication Manager Administration Guide.

To configure incremental indexing for third-party search engines, refer to Configuring Incremental Indexing for Third-Party Search Engines for step-by-step instructions.

Set "Enable OpenSearch IncrFileIndx" system preference to 'Y' to enable incremental indexing of file content.

Initially a full indexing of a search category is performed, followed subsequently by incremental indexing. Incremental indexing only works on categories that have been fully indexed.

Note: Incremental indexing is not supported on child/non-primary business components. Examples include Service Request Attachments, Account Attachments, Opportunity Notes, Product Key Features, etc.

Business Components	Examples	Full Indexing	Increamental Indexing
Primary BC's	Accounts, Contacts, Opportunities, Service Requests, Activities, Products, Literatures, etc.	Supported	Supported
Child/Non-Primary BC's	Service Request Attachments, Account Attachments, Opportunity Notes, Product Key Features, etc.	Supported	Not Supported