1. Implementing Enterprise Contracts
  2. Set Up Contract Text Search

Set Up Contract Text Search

Here's a summary of the tasks that you must perform to set up the Search Contracts by Text feature:

  • Enable Search Contracts with Oracle Search Extension Framework Using Opt In

  • Set Up Profile Options

  • Assign the Search Contracts security privilege to required users.

  • Configure Attachment Search

  • Run Scheduled Processes

Enable Search Contracts with Oracle Search Extension Framework Using Opt In

Here's how you can enable the search contract by text feature:

  1. Navigate to the Setup and Maintenance work area, select the Enterprise Contracts offering.

  2. Click Change Feature Opt In.

  3. On the Opt In page, click the Edit icon for any area that includes features you want to opt in.

  4. On the Edit Features page, select the Enable option for Search Contracts with Oracle Search Extension Framework.

  5. Click Done.

Set Up Profile Options

To set up the track audit feature:

  1. Navigate to the Setup and Maintenance work area.

  2. Search and select the Manage Administrator Profile Values task.

  3. Search and find these profile options:

    • Enable/Disable Search Ext Framework: Use this profile to check if Search Extension is enabled.

    • Enable Search Attachments: Use this profile to enable attachment support within the Search Infrastructure.

  4. Click the Enable/Disable Search Ext Framework profile option and set the Profile Value as Yes to enable this feature to use Oracle Search Extension Framework.

  5. Click the Enable Search Attachments profile option and set the Profile Value as Yes to enable search across the attached documents.

  6. Click Save and Close.

Configure Attachment Search

Here's how you can configure the attachment search using the Manage Global Search Configurations task:

  1. Navigate to the Setup and Maintenance work area.

  2. Search and select the Manage Global Search Configurations task.

  3. Click Configure Attachment Search.

  4. Add one or more new rows to enable search across your file types.

  5. To enable the same preference for all file types:

    1. Add one row and enter */* in Content Type.

    2. Select the index name fa-crm-contract.

    3. Set Enable File Search to Yes.

    4. Set Enable Content Search to Yes. If set to No, the content is excluded and only the file metadata, such as the file name, is included in the search.

    5. Set the Maximum File Size and Maximum Content Size.

      • The file size is the size of the attachment on your system. Files greater than the maximum size aren't loaded and only the file metadata, such as the file name, is included in the search.

      • The content size is the number of bytes of data taken from the file and added to the business object index to be included in the search. Maximum Content Size is always less than Maximum File Size as it's the content that remains after removing file formatting and metadata.

  6. Optionally, you can click the Create from Sample button to select how to search for different file content types.

Run Scheduled Processes

Using the Scheduled Processes task in Tools, run these processes at least once in this order, to include existing contracts data into the search:

  • ESS job to create index definition and perform initial ingest to OSCS

    This process ensures that all existing contract data is included before you start using this feature. To ingest all contracts data, enter the index name fa-crm-contract for the Index Name to Reingest parameter. Leaving the index name parameter blank creates and ingests data for all indices.

  • Ingest attachments to OSCS

    This process ensures that the content of the attached contract documents is included in the search.

We also recommend you to run these scheduled processes at least daily, in same sequence, for the contracts to be searched accurately with most updated data:

  • ESS job to run Bulk ingest to OSCS

  • Ingest attachments to OSCS

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