Manage How Content Is Indexed and Searched
Administrators can set up how data sources and catalog content are indexed and crawled so that users find the latest content when they search or create visualizations from the search bar on the Home page.
Configure Search Indexing
The catalog and semantic models are crawled and indexed so users can quickly find content when they search or visualize data from the search bar on the Home page.
- In the Oracle Analytics Home page, click the Navigator, and then click Console.
- Click Search Index.
- To ensure users find the most recent information when they search for subject
area columns, in the Data Model pane, select
Enable Data Model Crawl and use the Select
Data Models to Index and Crawl Status
columns to browse for and specify which subject areas and dimensions you want to
index. Select only the items needed to create useful search results. Indexing
all items yields too many similar search results.
- Choose Index Metadata Only to index dimension and measure names only. This is the default setting.
- Choose Index to index dimension names, measure names, and values. Indexing values provides additional functionality for users who visualize data values from the search bar on the Home page. Be aware that selecting this option can be costly because it indexes values for all of the columns in all subject areas of the semantic model.
- To ensure that users find the most recent information when they use the
Home page to search for catalog content
(workbooks, analyses, dashboards, and reports), in the
Catalog pane and specify what to index. In most cases
you shouldn't have to modify the settings in this tab.
- Confirm that the Index User Folders field is selected. Oracle recommends that you don't deselect this option. If deselected then no folders in the catalog are indexed and the Home page search returns very limited and possibly no results.
- Use the Catalog Object (Shared Folders) list to browse for and specify which folders, subfolders, and items you want to index or not index. Select only the items needed to create useful search results. Indexing all items yields too many similar search results.
- Oracle recommends that you don't set the Crawl Status field to Don't Index as a way of hiding an item from users. Users won't see the item in search results or on the Home page, but are still able to access the item. Instead, use permissions to apply the proper security to the item.
Schedule Regular Content Crawls
The administrator selects which folders to crawl and schedules when and how often to crawl the content.
Monitor Search Crawl Jobs
Administrators can check the last time content was indexed and monitor the status of crawl jobs. You can stop any crawl job that is running, cancel the next scheduled crawl before it starts, or rerun a failed crawl.
Certify a Dataset to Enable Users to Search It from the Home Page
You certify a dataset uploaded by a user so that other users can search it from the home page using the search bar.
As an administrator, you use certification to control how much compute time is consumed by indexing datasets, which can affect system performance.