Setting Up Search Items for SyteLine Application Search (SAS)

This topic describes how a system administrator sets up the application search feature in SyteLine.  For information about how to use the feature in Microsoft Office, see the Infor SyteLine Microsoft Office Integration Guide.

Prerequisites

Before you can set up the search feature, the following must be true:

Creating the Search Catalog

Before you can use the search feature, a system administrator must create the catalog:

  1. Open the Full-Text Indexing form in SyteLine.

    If the full-text component is not installed for this instance of Microsoft SQL Server, an error message displays and the form closes. See the Prerequisites, above.

  2. The form initially requires you to create a catalog.

    In some cases, a script exists that can create predefined full-text indexes on certain tables. If that script exists for your application, an Apply Script check box is enabled and selected. The script runs when the catalog is created.

  3. Click Create Catalog.

    The catalog is created, the script is applied, and the second page of the Full-Text Indexing form is displayed.

NOTE: After the catalog is created, the initial "Create Catalog" page does not display when you open the form. You will skip directly to the second page.

Creating Full-Text Indexes on Tables or Views

After the catalog is created, system administrators can use the Full-Text Indexing form to create additional indexes on tables or views as needed. To see any existing unique index names for a table, select the table and then look at the drop-down list for Index Name. When you select a table that already has a full-text index, the index information displays in the section below and the Drop Index button is enabled.

NOTE: Before you can create a full text index on a multi-site table, the table must have a unique, single-column index. To determine if a table is multi-site, use the SQL Tables form to view information about the table. If the Multi-Site field is selected for the table, then determine whether the table already has a unique, single-column index. If it does not, then use the SQL Tables form to create a unique, single-column index on the RowPointer column of the table.

To create a new full-text index:

  1. In the Full-Text Indexing form, select a table in the Table Name field.

    This table must have at least one unique index.

  2. Select an index for the table from the Index Name field.

    The list includes all unique indexes on the table.

    NOTE: For best performance, we recommend that you select the smallest of the unique indexes on a table. For example, the vendaddr table has two unique indexes: one based on the vendor number and the other based on the RowPointer. The unique key based on the vendor number might be smaller than the one based on the RowPointer.

  3. Select the table column(s) that you want to include in the full-text queries.

    You can only select a text type column.

  4. Click Create Index.

    You are prompted to verify that you want to create the index.

  5. Click Yes.

This form provides only basic full-text creation. You can create a full-text index outside of this application, if advanced settings are required. For indexes created through this form, change tracking is set to Automatically, which means full-text indexes are updated automatically when changes occur to the underlying data. Also, full-text indexes created through this form are attached to the Search Catalog by default.

Creating Search Items

A system administrator can create search items based on the search indexes.  All "active" items defined in the Search Items form participate in the Search Service. In addition, search items defined in the Search Preference List form are based on the search items defined in the Search Items form; however, those search preferences are used only for SmartLink.

To set up search items:

  1. In the Search Items form, specify a name for the search item.

    Make sure this name fully describes the information that will be returned to the user, because end users choose search items based on their names.

  2. Specify Active when you want the search to be available to users.

    To turn off this search item so that it is not included in Microsoft Office application searches from SmartLink or the Search Service, clear this check box.

  3. Select the column and table name to be searched for matching items.

    Tables and columns are listed only if an index is defined for them in the Full-Text Indexing form.

  4. Use the Search Result fields to specify what displays when a user requests a search on some text in a Microsoft Office application:
  5. Save the search item definition.  

Removing Indexes

A system administrator can drop a full-text search index, as follows:

  1. In the Full-Text Indexing form, select a table in the Table Name field.
  2. Select an index from the Index Name field.
  3. Click Remove Index.

    You are prompted to verify that you want to remove the index.

  4. Click Yes.

You cannot drop an full-text index if the selected table is used to define search items.


Related Topics

Setting Up SmartLink Search Preferences