Configure Smart Search

User Role: Administrator

To configure Smart Search, follow these steps:

1. From the System Navigator, click System Administration > Ongoing Maintenance > Smart Analytics > Smart Search.

   The Smart Search Configuration page opens.

2. From the Add Knowledgebase section, modify the following settings as needed:

   • Knowledgebase name: Specifies the name of the library you want to add.
   • Knowledgebase type: Specifies the type of the library you want to add. For detailed information about different types of knowledgebase, see Managing Smart Search Knowledgebases.
   • Add: Adds the library you specified as a new knowledgebase.

3. From the Environment Configuration section, modify the following settings as needed:

   • Expiry days: Smart Search removes the data that was indexed longer than the setting in this field from search.
   • Assign the default knowledge view group to all operators: If this option is selected, the default knowledge view group is assigned to all operators.
   • Connector configuration: Click to configure and monitor the status of the connectors and servers. For detailed information, see Configure and monitor connectors.

4. From the Current Knowledgebase List section, you can check the following information.

   Field	Description
   Knowledgebase Name	Specifies the name of the Smart Search knowledgebase. Note When the administrator adds a new library, users can only see this library available on the list after next login.
   Type	Specifies the type of the Smart Search knowledgebase.
   Display Name	Specifies the display name for the Smart Search knowledgebase. You can change this value from a knowledgebase details page.
   Interval	Displays the current interval used to update the selected knowledgebase index. Each interval unit is 5 minutes (default). You can change this value from a knowledgebase details page.
   Index Status	Displays the current index status of the library. A library has the following four index status: Offline: the library is newly added or the Smart Search server is shut down. Not started: the Full Reindex button is clicked for the library and the indexing is in the queue. Indexing: the indexing for the library is ongoing. Finished: the indexing for the library is finished.
   Doc count	Displays the number of records in the library. The number of the records is affected by the replica settings. When a content server is disabled, the number may be incorrect before you redistribute the server data.
   Last Index time	Displays the time when the libary is last indexed.
   Full Reindex:	When selected, the search engine performs a full re-index of a knowledgebase. If the index does not exist, it will be created. If it does exist, it will be deleted and re-created. A full re-index will remove all changes for this knowledgebase from the change cache since they will no longer be relevant.
   Refresh Status	When selected, the search engine refreshes the status of the library to show how many documents are indexed and searchable at that time in the process.

   • Full Reindex: When you click the Full Reindex button, the IDOL search engine performs a full re-index of the selected library. However, because indexing runs as a background process, the search engine does not begin indexing until the specified refresh interval is reached. Performing a full re-index on a large knowledgebase may have a significant impact on system resources.
   • Refresh Status: Refreshes the index status of the knowledgebases.
5. When you first install the IDOL search engine after having used the Solr search engine, you will need to re-index all of your knowledgebases, as the old indexes will not work. Once the new index has been created, you can re-index all of your knowledgebases. Read about the indexing process in Indexing the Knowledgebases, and also see Perform a Full Re-Index on a Knowledgebase.
6. Click Save to save your modification.