How do I run the processes that index the legacy CRM Search?

You must run two processes to enable work area searches for those work areas that use the legacy CRM search.

Important: This topic applies only to work areas that use the legacy CRM search. For Sales in the Redwood user experience and most work areas, including Workspace, you must set up Adaptive Search instead.

Process Name	Description	Recommended Interval
Synchronize CRM Search Indexes	Creates and maintains the search index. Oracle recommends that you set this process, which builds the search index, to run every five minutes.	Every five minutes
Optimize CRM Search Indexes	Optimizes the index. (The index can get fragmented over time.)	Weekly

These two processes automatically run at the recommended intervals when you use either of the following

• Setup Assistant

  Setup Assistant runs these processes without any prompting from you.

• Schedule Work Area Search Processes page

  This Quick Setup page is available in the Sales offering, Sales Foundation functional area. You run both processes by clicking Submit.

Here's how to run the processes at different intervals:

1. Click Navigator > Tools > Scheduled Processes.

2. On the Schedule Process window, click Schedule New Process.

3. In the Schedule New Process window, make sure the Job option is selected.

4. Enter the name of one of the processes in the Name field and click OK.

5. On the Process Details window, click Advanced.

6. On the Schedule tab, select the Using a schedule option.

7. Select a frequency.

8. Enter an end date in the far future.

9. Click Submit.