USER MANUALS

Search Engines

In the Search engines dialog you can configure search index for a Virtual DataPort server. It is possible to enable the search by content in all the views of that server and metadata search in index.

Index Servers

Data Catalog supports two types of index servers:

  • Scheduler Index.

  • Elasticsearch. This is the recommended option for big indices to search by content, using an Elasticsearch server running on cluster.

To enable an index search for a Virtual DataPort server, follow these steps:

  1. Log in the Data Catalog with an administrator account and go to Administration > Set-up and management > Search engines. In the Index servers tab you can configure the index servers.

    Dialog to configure the index servers

    Dialog to configure the index servers

  2. Click the Add server button to register an index server and enter the following values:

    • Name. The name of the index server.

    • Description. A description for the index server.

    • Type. Select between Scheduler Index or Elasticsearch 5.6+ / 6.x / 7.x.

    • Host. The hostname of the machine where the index server is running.

    • Port. The port of the index server.

    • Login and Password. The credentials of the account used to connect to the server index. They are optional.

    • Use secure connection. Enable this option to connect to the index server through a SSL/TLS channel. This option is only available for Elasticsearch servers.

    Dialog to add an index server

    Dialog to add an index server

Content Search

To enable search by content for a Virtual DataPort server, follow these steps:

  1. Create a search index for the server using the VDPIndexer job in Scheduler.

  2. Go to the Content search tab. In the Assign index server section you can configure the search index assigned to each Virtual DataPort server registered in Data Catalog.

    Dialog to configure the search index for the registered Virtual DataPort servers

    Dialog to configure the search index for the registered Virtual DataPort servers

    The table lists all registered Virtual DataPort servers. The Configured column indicates if the Virtual DataPort server has a search index configured or not, with one of the following values:

    valid-index The search index is properly configured

    invalid-index The search index is unreachable or is not properly configured

    not-configured-index The search index has not been configured yet

  3. Click the edit icon next to a Virtual DataPort server in order to configure its search index. The following dialog will appear.

    Dialog to assign a search index to a Virtual DataPort server

    Dialog to assign a search index to a Virtual DataPort server

    Fulfill the form as follows:

    • Index type. Select the type of the search index between Scheduler Index or Elasticsearch 5.6+ / 6.x / 7.x.

    • Index server. Select the index server you have previously configured in the Index servers tab. The dropdown will only show the name of the servers of the selected type.

    • Index name. Enter the name of the search index you have created in the step #1.

  4. Optionally, you can configure the snippets shown as a preview in the search results for the current server.

    In the Assign index server section, you can configure the fields that will be used in the search result snippet for a specific view:

    1. Click the Configure search snippets button next to the Virtual DataPort server you are connected to. You will see the following dialog.

      Dialog to configure the fields in the search result snippet for a view

      Dialog to configure the fields in the search result snippet for a view

      The Views panel lists all the views contained in the search index following the pattern <view name> (database name).

      Note

      You need the METADATA privilege on a view for it to appear in the Views panel.

    2. Select a view from the list. The All fields panel will appear showing all the fields indexed for that view.

    3. Compose the list of fields in the search result snippet for the view as follows:

      • To add a field to the search result snippet, drag-and-drop it to the Selected fields panel.

      • To add several fields to the search result snippet, select them and click the arrow-to-right icon.

      • To remove a field from the search result snippet, click the remove icon next to its name.

      • To remove several fields from the search result snippet, select them and click the arrow-to-left icon.

      • To reorder the fields in the search result snippet, select some fields and use the arrow-up and arrow-down icons to move them upwards or downwards.

    In the Global parameters section, you can configure the following settings, which will affect all the snippets in the search results:

    • Default number of fields in search results summary. If you have not configured the search result snippet for a view, the number of fields to be shown. The fields are chosen according to its order in the view schema.

    • Maximum number of results per entity in search results summary. The maximum number of rows to be shown in the search result snippet.

    Dialog to configure the global parameters for the search results snippets

    Dialog to configure the global parameters for the search results snippets

Note

The search index configured for a server may not contain all its views (i.e. some views could have been indexed, but not all of them), or all the data of all the views (i.e. some views could have been indexed partially). In this case, the searches will be restricted to the indexed views and tuples.

Add feedback