Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Service Manager9.52

Install > Install and configure Smart Analytics > Install Smart Analytics > Installation overview

Installation overview

Smart Analytics is powered by HPE IDOL. You need to prepare servers to deploy Smart Analytics. Check the information of Smart Analytics architecture as displayed in the following diagram before installation.

Smart Analytics deployment scenario

This section describes Smart Analytics installation options based on different deployment scenarios.

Small to medium enterprises with data volume less than 6 million records

For small to medium enterprises with data volume smaller than 6 million records, Service Manager provides four templates to fit different needs:

Quick Install

If you do not need search file systems, web sites or SharePoint, you can choose Quick Install to deploy only necessary components for Smart Analytics on one server. When performing quick install, you can only configure the server ports, while service ports and index ports are automatically configured based on the server ports that you specify.

Tip You can install corresponding connectors using the Customize template if you want to search external data sources in the future.
Basic for Smart Analytics

If you do not need search file systems, web sites or SharePoint, but need configure all ports, you can choose the Basic for Smart Analytics template in Advanced Install to deploy only necessary components for Smart Analytics on one server. When using Basic for Smart Analytics, you can manually configure the server ports, service ports and index ports.

Tip You can install corresponding connectors using the Customize template if you want to search external data sources in the future.
All in One

If you would like to search file systems, web sites or SharePoint, and install all components on one server, you can choose the All in One template in Advanced Install. In this scenario, all Smart Analytics components will be installed. When using All in one, you can manually configure the server ports, service ports and index ports.
Basic for SM Service Portal

If you use Service Portal as the user portal for SM, you can choose the Basic for SM Service Portal template in Advanced Install to both necessary components for Smart Analytics and Service Portal will be installed. For more details, see Set up Smart Analytics for Service Portal

Smart Analytics installer components

The following table lists the components available in Quick Installation and Advanced Installation respectively:

Installation type	Components included
Quick installation	Smart Analytics Main Server Smart Search Proxy server One content server for Hot Topic Analytics and Smart Ticket Two content servers for Smart Search Default Connector Framework Server (for attachment index for Smart Search) Image server for OCR
Advanced installation	All components included in Quick Installation Distributed Content Server Distributed Image Server CFS server SharePoint Connector HTTP Connector File System Connector OMNI Group Server Portal Content Query Manipulation Server Note The Portal Content and Query Manipulation Server components are for Service Portal only. Install these components only when you use Service Portal.

Here is the description of the components for the Smart Analytics main server.

Component	Description
DIH (Distributed Index Handler)	Allows you to efficiently split and index extremely large quantities of data into multiple Smart Analytics content servers, in order to create a completely scalable solution that delivers high performance and high availability. It provides a flexible way of transparently batching, routing, and categorizing the indexing of internal and external content into Smart Analytics main server.
DAH (Distributed Action Handler)	Distributes actions to multiple child components of Smart Analytics main server. It enables you to scale your system in a linear manner, increasing the speed that runs actions and saving processing time.
Community	A Smart Analytics main server component that manages users and communities.
Agentstore	A Smart Analytics main server component that stores agents and categories.
Category	A Smart Analytics main server component that manages categorization and clustering
View	A Smart Analytics main server component that converts files in a repository to HTML formats for viewing in a Web browser.

Here is the description of the Smart Analytics connectors and protocol required for the installation.

Component	Description
OMNI Group Server	Communicates with SharePoint connector and LDAP to retrieve access permissions for your users. In this way, the access permissions can be applied to documents in the Smart Analytics main server. Note LDAP - Lightweight Directory Access Protocol. A protocol that applications can use to retrieve information from a server. LDAP is used for directory services (such as corporate e-mail and telephone directories), and user authentication.
SharePoint Connector	Retrieves information from a Microsoft SharePoint repository, through the SharePoint web services. The connector can also retrieve information from an instance of SharePoint Online.
File System Connector	Retrieves various document types from file system so that the documents are available in smart search.
HTTP Connector	A powerful tool for retrieving documents from a web site. The HTTP Connector uses spiders to find web pages and to process the web pages for content and links to other web sites. HTTP Connector can retrieve various document types, including Web documents, Word, Excel, and PDF files.

Note After you install a connector, you must configure the parameters for this connector from the corresponding .cfg file before you start the service. For a configuration example, see Configure connectors.

Default configuration for server ports

Server name	Default port number
HPE SM Smart Analytics main server port	9000
Main content server port	10010
Smart Search Proxy server port	20010
First Smart Search content server port	30010
Second Smart Search content server port	30020
Image server port	18000
CFS server port	7000
OMNI group server port	5057
SharePoint connector port	36000
HTTP connector port	5678
File system connector port	1234
Query Manipulation Server port	16000
Portal Content server port	10020

To check ports occupied by Smart Analytics, see Get ports occupied by Smart Analytics.

Note For HPE SM Smart Analytics main server and Smart Search Proxy server, it is recommended you reserve the next 99 consecutive ports that follows the port you configured for the server. For example, if you specify the port number of Smart Analytics main server as 9000, then you need to reserve all the port numbers from 9000 to 9099.

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