Managing Full Text Search
Manager Contents
User Contents
Overview

CATSWeb Full Text Search is managed via activities in the following areas:

  • Full Text Search Indexes - The indexes are the critical foundation of the Full Text Search feature. These indexes are not the same as traditional database table indexes, and are actually stored outside the database in a file share. You must configure the Full Text Index records that are installed with the feature, and may wish to create new indexes to expand the capabilities of the feature.
  • Full Text Indexing Jobs - The indexes are created, updated and maintained via scheduled indexing jobs. You must configure one or more indexing jobs, while balancing trade-offs between index "freshness", size, and the cost of index updates in terms of system performance and network loading.
  • Field Definitions - Field Definition pages for Issue, Action, Subtask and Subform forms contain a Full Text Index check box that determines whether or not field data from records using that particular form is indexed. This provides the fine-grained ability to include or exclude fields based on their usage in a particular form. See the Software Installation and Configuration section of Installation Guide for CATSWeb Full Text Search for information on how to initialize (check) the box for a variety of field types on all forms. AssurX presets the indexed field set for record types with non-configurable forms, such as Notes, Signatures, etc. You may also wish to add One-click Search capabilities to some form fields.
  • Search Templates - Simple searches performed from page headers make use of a template that defines the advanced options used for the search. You will need to configure the standard search template and decide which users will be able to define and choose their own personal search templates.
  • Permissions and Search Restrictions - The full text search feature is accompanied by a number of configurable permission and search restriction settings that may be defined on Personality and Employee pages. You will need to establish these permissions and search restrictions in much the same manner as you would for other CATSWeb features and capabilities.
  • Interface Preferences - A variety of Interface Preference settings are used primarily by the Full Text Search feature. These include the Text Highlighting settings, and the color-coding of Full Text Searches when they appear in the Manage Saved Queries listing.

Many of these activities are performed from the Full Text Search Management link in the Special Functions section of the Manage page (Personalities, Employees and Interface Preferences are managed via the normal means). Since Full Text Index and Full Text Indexing Job records are actually subcomponent records, they may also be accessed via the Component Management link. For more information on planning and installing the Full Text Search software and infrastructure, refer to Installation Guide for CATSWeb Full Text Search.

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Search Templates

Simple searches performed from page headers make use of a template that defines the advanced options used for the search. By default, a standard search template is utilized for all users. This template is managed by clicking the Full Text Search Management link, then clicking Edit Standard Search Template. The settings are identical to those on the Advanced Search page. The template's Search Request may contain arbitrary information, since it is replaced with the user's actual search terms when searches are executed.

If a non-affiliate user has been granted the Choose Search Template, Save Private Queries and My CATSWeb permissions, they may elect to define their own personal search templates by saving private Advanced Searches. Their current template may then be selected on the My CATSWeb page. If no template is selected, the standard search template will be used.


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One-click Search

One-click search may be configured by adding a Drill Down Link to a form field. While viewing a record, users may click the link to perform a search for the word or words that are in the field. To configure a field for one-click search, do the following:

  • Open the Edit Field Definition page for the field.
  • Add a new Drill Down Link. Enter any Title, and select "[Simple Search Drill Down Link]" in the Data Link list. The other settings may be left at their default values.
  • Submit the new Drill Down Link.


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