Set up Smart Analytics for Service Portal

Starting from Service Manager 9.50, you can set up Smart Analytics to be the search engine for Service Portal. The following section provides two scenarios:

• If you plan to use Smart Search for Service Portal, see Use full Smart Analytics for Service Portal.
• If you do not want to use Smart Search for Service Portal, see Use Service Portal without Smart Analytics. In this case, KM search uses the Solr search engine and you only install components that are required for the portal search.

Use full Smart Analytics for Service Portal

1. Run the Smart Analytics installer, and select Advanced Install as your installation type.

2. On the Choose Distributed Components page, select Cutomize for SM Service Portal from the Install Template drop-down list.

3. Select Portal Content and Query Manipulation Server. You need to specify the Portal Content and QMS ports in the later steps during the installation process.
4. Follow the on-screen instructions to finish the installation. For detailed information about the configuration steps, see Install Smart Analytics on Windows.

5. Required components for both Smart Analytics and Service Portal search are installed.

   In <Smart Analytics Installation>/IDOL/IDOLServer.cfg, you should find the configurations as in the following example:

          [DistributionIDOLServers]
   	Number=3
   	 
   	[IDOLServer0]
   	Name=SmartSearch
   	Host=<Smart Search Proxy Host IP>
   	Port=<SMART SERARCH PROXY PORT>
   	DistributeByFieldsValues=GlobalSearch
   	 
   	[IDOLServer1]
   	Name=Content1
   	Host=<MAIN CONTENT IP>
   	Port=<MAIN CONTENT PORT>
   	DistributeByFieldsValues=CONTENT1
   	 
   	[IDOLServer2]
   	Name=Content-Propel
   	Host=<PORTAL CONTENT IP>
   	Port=<PORTAL CONTENT PORT>
   	DistributeByFieldsValues=PROPEL
   		
   	VirtualDatabases=6
   						
          [vdb0]
          dbname=Users
          type=combinator
          mapsto=2:Users
   					
   	[vdb1]
   	dbname=Offerings
   	type=combinator
   	mapsto=2:Offerings
   
   	[vdb2]
   	dbname=Article
   	type=combinator
   	mapsto=2:Article
   
   	[vdb3]
   	dbname=Services
   	type=combinator
   	mapsto=2:Services
   
   	[vdb4]
   	dbname=Support
   	type=combinator
   	mapsto=2:Support
   
   	[vdb5]
   	dbname=SearchHistory
   	type=combinator
   	mapsto=2:SearchHistory	
   					

   In <Smart Analytics Installation>/Content-Propel/Content-Propel.cfg, you should find the following configurations:

          [Databases]
          NumDBs=5
   					
          [Database4]
   	Name=SearchHistory			

6. If you have previously installed Smart Analytics without the Portal Content and QMS, you need to edit <Smart Analytics Installation>/IDOL/IDOLServer.cfg as follows:

   Note This step is required only if you install the Portal Content and QMS separately when you have already installed Smart Analytics without these components.

   1. Increase the Number value in the DistributionIDOLServers section from X to X+1:

      [DistributionIDOLServers]
      #Number=2
      #Number=3
      

   2. Increase the VirtualDatabases value in the Server section from N to N+5:

      [Server]
      ...
      #VirtualDatabases=25
      VirtualDatabases=30

   3. Add the following information. The IDOL server number needs input X.

      [IDOLServer2]
      Name=Content-Propel
      Host=127.0.0.1
      Port=10020
      DistributeByFieldsValues=PROPEL

   4. Add the following information. The vdb# is increased from N to N+5. The mapsto number is X, which means the information from the Service Portal side will index into this content.

      [vdb25]
      dbname=Offerings
      type=combinator
      mapsto=2:Offerings
      
      [vdb26]
      dbname=Article
      type=combinator
      mapsto=2:Article
      
      [vdb27]
      dbname=Services
      type=combinator
      mapsto=2:Services
      
      [vdb28]
      dbname=Support
      type=combinator
      mapsto=2:Support
      
      
      [vdb29]
      dbname=Support
      type=combinator
      mapsto=2:SearchHistory
      

   5. Save your changes and close this file.

7. Restart IDOLServer.exe in the IDOL folder.

Use Service Portal without Smart Analytics

1. Run the Smart Analytics installer, and select Advanced Install as your installation type.

2. On the Choose Distributed Components page, select Basic for Service Portal from the Install Template drop-down list, and then clear the check boxes for Image Server and CFS Server.

   Tip You can also manually delete the following folders after installation to save resources:

   • <Smart Analytics Installation>/level2proxy
   • <Smart Analytics Installation>/Content2
   • <Smart Analytics Installation>/Content3
3. Follow the on-screen instructions to finish the installation. For detailed information about the configuration steps, see Install Smart Analytics on Windows.

4. Required components for Service Portal search are installed.

   In <Smart Analytics Installation>/IDOL/IDOLServer.cfg, you should find the following configurations:

          [DistributionIDOLServers]
   	Number=2
   	 
   	[IDOLServer0]
   	Name=Content1
   	Host=<MAIN CONTENT IP>
   	Port=<MAIN CONTENT PORT>
   	DistributeByFieldsValues=CONTENT1
   	 
   	[IDOLServer1]
   	Name=Content-Propel
   	Host=<PORTAL CONTENT IP>
   	Port=<PORTAL CONTENT PORT>
   	DistributeByFieldsValues=PROPEL
   					
   	VirtualDatabases=6
   
   	[vdb1]
   	dbname=Offerings
   	type=combinator
   	mapsto=2:Offerings
   
   	[vdb2]
   	dbname=Article
   	type=combinator
   	mapsto=2:Article
   
   	[vdb3]
   	dbname=Services
   	type=combinator
   	mapsto=2:Services
   
   	[vdb4]
   	dbname=Support
   	type=combinator
   	mapsto=2:Support
   
   	[vdb5]
   	dbname=SearchHistory
   	type=combinator
   	mapsto=2:SearchHistory