Testing Your Initial Setup

Out-of-the-box, Siebel Intelligent Search includes five pre-configured categories:

• Service Requests ModernSearch
• Contacts ModernSearch
• Accounts ModernSearch
• Opportunities ModernSearch
• Literature ModernSearch

Each category has 3 searchable fields tagged. All the index settings and categories settings with embeddingData have been pre-defined in modernsearchconfig.yaml file. It's highly recommended that you start with these 5 categories for indexing and search testing. Once you get familiar with the end-to-end process, you can start to add new search categories by following the guidelines. For more information, refer Creating Search Categories and Generating Index.

Here are the bare minimum settings you have to configure in YAML file for initial setup and testing:

  name: OpenSearch
  username: <CHANGE_ME>
  password: <CHANGE_ME>
  url: <CHANGE_ME>
  port: <CHANGE_ME>

For optimal search speed and efficiency during busy times, index your search categories ahead of time, preferably during low-load periods.