Guidelines for Migrating Global Search Configurations

The migration set that you create using the Migration page doesn't include global search configurations. After importing a migration set, if the global search is configured in the source environment, you must manually set the configurations in the target environment.

Manually Resetting Global Search Configurations

You must adhere to these key guidelines for manually resetting global search configurations:

• If a search view object was activated in the source environment, then after migration, you must activate the object in the target environment. Use the Manage Search View Objects task to activate the object.

• If a search view object was deactivated in the source environment, then after migration, you must deactivate the object in the target environment. Use the Manage Search View Objects task to deactivate the object.

• The process of activating and deactivating a search view object affects the categories that are shown in the global search. So, after activating or deactivating any search view object, you must adjust the categories to reflect the state of the source environment. Use the Manage User Interface task to adjust the categories to be shown in the global search.

• If the category name for a search view object changes, then after migration, you must update the category name. Use the Manage Search View Objects task to edit the search view object and then update the category name.

• If the schedule for a search view object changes, then after migration, you must update the schedule. Use the Manage Search View Objects task to edit the search view object and then update the schedule.

• If any search view objects were reconfigured in the source environment, then the source environment automatically triggers a reindex. After migration, you need not reconfigure the search view objects. However, you must trigger a full reindex in the target environment for any search view objects that were reconfigured in the source environment. To trigger a full reindex, select the search view object in the Manage Search View Objects task, and click the Full Re-Index button.