Search Settings for SES

Use this page to view or modify search settings when your system is configured for Secure Enterprise Search (SES).

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.

Note:

For systems configured to use Oracle SES 11.1.2.* or non-faceted search, the Search Settings page does not show any search settings.

For best performance and scalability, as well as facet support and easier configuration, the application should be configured to use Oracle SES release 11.2.2.2 or later with the faceted Search task flow. However, upgraded instances may remain with the earlier, non-faceted Search task flow.

To manage search settings:

1. Click the icon for Search to open the Search Settings page.
2. To use Oracle Secure Enterprise Search 11.2.2 with facet support, select Use new search task flow with facet support (default).

   Deselect this check box to use the Search - Non-Faceted Search task flow (which uses refiners instead of facets), disabling the remaining settings on this page the next time this page is accessed.

3. On the Search tab, specify which types of results to display in search results and what to include in the filtering drop-down:

   • Deselect Enable filtering dropdown to remove the filtering drop-down from the global search box.

   • Select Enable filtering dropdown to enable users to search for the specific services selected in the Included Result Types column instead of searching for Everything.

4. Select which result types to include in the drop-down, as well as in the filter list to the left of search results, and the order in which they display by moving them between the Available Result Types and Included Result Types lists.

   Notes:

   • Only metadata of portals and pages is searched (not portal content or page content) and by default, these result types are excluded for a portal. To include the metadata of portals and pages in search results, add Portals and Pages to the Included Result Types list.

   • Portal managers can configure the filtering drop-down differently for the portals that they manage.

5. Set the Search scope to show search results for the Home portal only or all portals, including the Home portal.
6. 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. Facets let users navigate indexed data without running a new search. Faceted navigation within search lets users clarify exactly what they are looking for, or even discover something new.

   You must first configure facets (including the required Scope GUID and ServiceID facets) in Oracle SES. The system administrator creates, modifies, and removes facets in Oracle SES (WebCenter Portal does not detect changes to facets until this Search Settings page is opened).

   Note:

   The search results page shows facet names following the translation specified on the Global Settings - Translate Facet Names page in the Oracle SES administration tool. The facet name is the translated name in the user locale. However, the Search Settings page shows the base facet names (that is, the non-translated names). An exception is the Portal facet name, which follows the translation specified in WebCenter Portal instead of Oracle SES.

7. 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.

   Notes:

   • The search results page shows translated names specified in Oracle SES for custom attributes. The custom attribute name is the translated name in the user locale. However, the Search Settings page shows the base names (that is, the non-translated names).

   • All search attributes for documents must be added to the Metadata List parameter in the Content Server.

8. Click Apply.