Search Settings for Elasticsearch

Use this page to view or modify search settings when your system is configured for Elasticsearch.

When this page is accessed through WebCenter Portal administration, changes affect the search behavior of all portals, including the Home portal. When accessed through a portal administration, changes affect only that portal.

Click the icon for Search to open the Search Settings page, which includes two tabs:

Search Settings for Elasticsearch – Search Tab

To customize search settings for Elasticsearch:

1. Click the icon for Search to open the Search Settings page.
2. On the Search tab, select Enable filtering dropdown to enable filtering the search results based on selected services.
3. Select the types of results to be included in the search result by moving them between the Available Result Types and Included Result Types.
4. Set the search scope to include search results for the Home portal only or all portals (including the Home portal).
5. Select which facets to display with search results and the order in which they appear by moving them between the Available Facets and Included Facets lists.
6. In the Custom Attributes section, select which custom search attributes should appear in search results and the order in which they appear by moving the attributes to the Included Attributes section.
7. Click Apply.

Search Settings for Elasticsearch – Scheduler Tab

Use the Scheduler tab to view and create search crawl sources, schedule a crawl to activate automatically at a set time, and manually start a crawl.

You can configure the following types of crawlers to index WebCenter Portal resources:

• Portal Crawler: This uses the Portal crawl source to crawl certain objects, such as lists, page metadata, portals, and profiles.

• Documents Crawler: This uses the Documents crawl source to crawl documents, including wikis and blogs.

• Discussions Crawler: This uses the Discussions crawl source to crawl discussion forums and announcements. This option is available only for portals upgraded from prior releases that include Discussions.

Select the task you want to perform:

Creating a Portal Crawl Source

To create a crawl source to crawl objects such as lists, page metadata, portals, and profiles:

1. Click the icon for Search to open the Search Settings page.
2. On the Scheduler tab, select the Portal crawl source and click Edit.
3. On the Edit Portal Crawl Source page, modify the following source parameters as desired:

   • Maximum number of connection attempts: Maximum number of connection attempts to access the configuration URL. Choose number from 2 to 10.

   • Configuration URL: URL of the RSS crawl servlet. For example: http://wcp-host:wcp-port/rsscrawl

4. Enter the WebCenter Portal crawl admin user credentials.
5. Click Test to test the connection.
6. Click Save and Close to save the changes.

Creating a Documents Crawl Source

If you have configured WebCenter Content, you can create a crawl source for documents, including wikis and blogs:

1. Click the icon for Search to open the Search Settings page.
2. On the Scheduler tab, select the Documents crawl source and click Edit.
3. On the Edit Document Crawl Source page, modify the following source parameters as desired:

   • Maximum number of connection attempts: Maximum number of connection attempts to access the configuration URL. Choose number from 2 to 10.

   • Configuration URL: URL of the Webcenter Content SESCrawlerExport component.

     For example: http://wcc-host:wcc-port/cs/idcplg?IdcService=SES_CRAWLER_DOWNLOAD_CONFIG&source=source_name

     The source_name must be one of the strings used in the WebCenter Content SESCrawlerExport component Source Name (sceSourceName) parameter. 

     For example: http://host.example.con:port/cs/idcplg?IdcService=SES_CRAWLER_DOWNLOAD_CONFIG&source=esDS

4. Enter the WebCenter Content crawl admin user login credentials.
5. Click Test to test the connection.
6. Click Save and Close to save the changes.

Creating a Discussions Crawl Source

This option is available only for portals upgraded from prior releases that use Discussions. To create a crawl source to crawl discussion forums and announcements:

1. Click the icon for Search to open the Search Settings page.
2. On the Scheduler tab, select the Discussions crawl source and click Edit.
3. On the Edit Discussions Crawl Source page, modify the following source parameter as desired:

   • Database Connection String: jdbc url of the Discussions schema. The format of the string is jdbc:oracle:thin@host:port:servername.

4. Enter the Discussions crawler schema user name (for example, Prefix_Discussions_Crawler) and password.
5. Click Test to test the connection.
6. Click Save and Close to save the changes.

Scheduling an Incremental Crawl

By default, the crawler is set to manual, but you can specify a different frequency, such as hourly or daily:

1. Click the icon for Search to open the Search Settings page.
2. On the Scheduler tab, select the Portal crawl source and click Schedule to open the Schedule Portal Crawler page.
3. From the Frequency Type list, select the required frequency type.

   Option	Description
   Manual Launch	This is the default crawler frequency type.
   Hourly	Select the following option: Time Between Launches in hours
   Daily	Select the following options: Time Between Launches in days Schedule Launching Time
   Weekly	Select the following options: Time Between Launches in weeks Schedule Launching Time: Select the day of the week and the time from 1 to 12 AM and PM

4. Click Save and Close.

Enabling and Disabling a Scheduled Crawl

When a crawl is in progress, you cannot disable it. To enable and disable the schedule defined for a crawl:

1. Click the icon for Search to open the Search Settings page.
2. On the Scheduler tab, select the crawl source that you want to modify and click Enable to activate the schedule defined for the crawl or click Disable to stop the crawl schedule.

Manually Starting a Full Crawl

You can manually start a full crawl to crawl all items in WebCenter Portal. Start a full crawl only during non-peak times as it is time-consuming. A full crawl must be manually started and cannot be scheduled to run automatically.

To start a full crawl:

1. Click the icon for Search to open the Search Settings page.
2. On the Scheduler tab, select the crawl source and click Schedule to open the Schedule Portal Crawler page.
3. Click Start Crawl Now.
4. Click Save and Close to save the changes.

Manually Starting an Incremental Crawl

To start an incremental crawl:

1. Click the icon for Search to open the Search Settings page.
2. On the Scheduler tab, select the crawl source and click Start.

   WebCenter Portal immediately starts an incremental crawl for the selected crawl source.