Testing Your Initial Setup

Siebel Intelligent Search includes five pre-configured categories:

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

Each category contains three searchable fields. The index settings, category configurations, and embedding data are predefined in the modernsearchconfig.yaml file. Start with these five categories for indexing and search testing. Once you are familiar with the end-to-end workflow, you can add new search categories by following the configuration 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>

Note: For optimal search performance and indexing efficiency, it is recommended to index search categories in advance, preferably during low-load periods.