Configuring Elasticsearch in a Portal

55 Configuring Elasticsearch in a Portal

WebCenter Portal uses Elasticsearch for searching in a portal. As a portal manager, you can tailor the search settings for a portal such as customizing the scope of the search, customizing the custom attributes or facets, and enabling saved search task flows on a portal page.

Permissions:

To perform the tasks in this chapter, you must be a portal manager or a portal member with the portal-level permission Basic Services: Edit Page Access and Structure (simple permissions) or Pages: Edit Pages (advanced permissions).

For more information about permissions, see About Roles and Permissions for a Portal.

Topics:

About Searching in WebCenter Portal

WebCenter Portal uses Elasticsearch for searching a portal. See Understanding Search with Elasticsearch.

In addition to the WebCenter Portal search functionality, the Documents tool provides its own search engine for file searches. This saves time and increases the relevancy of results by narrowing the scope of a search to files. The Documents tool searches within a specific portal's document library.

Another type of search is used for finding users in the identity store (for example, by clicking the Find User icon in a Mail compose window.

Figure 55-1 Find User Icon in a Mail Compose Window

Description of "Figure 55-1 Find User Icon in a Mail Compose Window"

Understanding Search with Elasticsearch

Elasticsearch is a highly scalable search engine. It allows you to store, search, and analyze big volumes of data quickly and provides a distributed, multitenant-capable full-text search engine with an HTTP web interface and schema-free JSON documents.

Advantages of Elasticsearch

Elasticsearch provides full-text search capabilities as it is built on Lucene.
Elasticsearch is document-oriented. It stores data as structured JSON documents and indexes all fields by default, with a higher performance result.
Elasticsearch is API driven; actions can be performed using a simple Restful API.
Elasticsearch retrieves search results fast because it searches an index instead of searching the text directly.

You can configure Elasticsearch to search the following resources in WebCenter Portal:

Documents, including wikis and blogs
Portals, page metadata, page content (contents of HTML, Text and Styled Text components), lists, and people resources
Announcements and Discussions (available only for portals upgraded from prior releases)

Customizing Search Using Elasticsearch

Search settings for WebCenter Portal are configured by the system administrator in WebCenter Portal Administration. Portal managers have the option to configure the scope of the search to include search results for the Home portal only or all portals.

This section contains the following topics:

Accessing Search Settings in Portal Administration

In the portal administration, click Tools and Services in the left navigation pane.
Click Search
The Search Settings page opens.

From the Search Settings page, you can configure the following:
- Configure the result type and enable filtering. See Configuring the Result Types with Elasticsearch
- Set the search scope. See Configuring the Search Scope with Elasticsearch
- Configure the facets for your search results. See Configuring Facets with Elasticsearch
- Configure the custom attributes for your search results. See Enriching Search Results Using Custom Attributes with Elasticsearch

Configuring the Result Types with Elasticsearch

The Result Types and Filtering section lets you choose which types of results to display in search results and what, if anything, to include in the filtering drop-down. Filtering allows users to narrow their search results using a filter list in the search results or in the global search box.

To set the result type and enable the filtering option:

On the Tools and Services page, select Search.

The right pane shows the search option that has been configured for WebCenter Portal. Your search environment varies depending on the type of search configured.
In the Result Types and Filtering section, select Enable filtering drop down to enable filtering the search results based on selected services.
Select the desired WebCenter Portal services and move them between the Available Result Types and Included Result Types lists.
Click Save.

Configuring the Search Scope with Elasticsearch

To set the search scope in WebCenter Portal:

On the Tools and Services page, select Search.

The right pane shows the search option that has been configured for WebCenter Portal. Your search environment varies depending on the type of search configured.
Select the desired Search Scope to show results from either the current portal only or from all portals (including the Home portal).
Click Save.

Configuring Facets with Elasticsearch

Faceted search allows you to find information by applying multiple filters, for example, search by author, portal, or last modified date. The Facets section lets you choose which facets to display with search results for this portal. Facets let users navigate indexed data without running a new search. Faceted navigation within search lets users clarify exactly what they are looking for, or even discover something new.

To configure custom facet in WebCenter Portal:

On the Tools and Services page, select Search.

The right pane shows the search option that has been configured for WebCenter Portal. Your search environment varies depending on the type of search configured.
In the Facet section, select the desired facets and move them between the Available Facets and Included Facets lists.

You can also change the order in which the facets display.
Click Save.

Enriching Search Results Using Custom Attributes with Elasticsearch

In the Custom Attributes section of the Search Settings page, you can select which custom search attributes should appear in search results and the order in which they appear.

To configure the custom attributes:

On the Tools and Services page, select Search.

The right pane shows the search option that has been configured for WebCenter Portal. Your search environment varies depending on the type of search configured.
In the Custom Attributes section, select the desired custom attribute and move them between the Available Attributes and Included Attributes lists.

You can also change the order in which the attributes display.
Click Save.

Saving the Search Results

Enable users to add and manage the saved searches on portal pages. Portal users can save the search results and manage the saved searches on a portal page.

WebCenter Portal supports the following saved search task flows:

All Saved Searches: Use to view the available saved searches in a portal. In this task flow, portal users can view, and run the saved searches.
Saved Searches: Every saved search that is available in the portal is stored in this folder as a task flow. You can enable the portal users to view the search results directly on a portal page.

Topics:

Adding a Saved Search Task Flow to a Page

When you add a Saved Search task flow to a page, WebCenter Portal users can view, customize, and run the saved search on a portal page.

For the steps to add one or more Saved Search task flows to a page, see Adding a Component to a Page.

Note:

The presence or location of the Saved Search task flows in the resource catalog depends on how the resource catalog is configured. For example, in the default resource catalog, the Saved Search task flows are included under the Tagging and Searching folder.

Working with Saved Search Task Flow Properties

Saved Search task flows have associated properties, which users with sufficient privileges can access through the task flows’ View Actions menu. For example, select Parameters to display the Parameters dialog.

Setting Saved Search Task Flow Properties

In the page editor, selecting any component exposes a View Actions menu, which provides access to the component’s properties: Parameters, Access, Display Options, Style, and Content Style.

To set the Saved Search task flow properties:

Open the page that contains the task flow in the page editor (see Opening a Page in the Page Editor).
Select the task flow, then click the View Actions menu and select the properties you want to set:
- Parameters control the default task flow content. For descriptions of each parameter, see Saved Search Task Flow Parameters. Parameters can be wired to events, and can be used facilitate the wiring of the task flow to page parameters and page definition variables. For more information, see Wiring Pages and Components.
- Access settings show or hide the component to specific roles, users, or groups. For more information, see Setting Component Access.
- The Display Options, Style, and Content Style properties affect the appearance and behavior of the task flow for all users. These properties are common to all task flows. For more information, see Modifying Component Properties.
The Parameters and Display Options dialogs provide access to an Expression Language (EL) editor, which you can use to select or specify a variable value instead of a constant value. Click the icon next to a property, then select Expression Builder to open the editor.

Note:

When you enter EL in the Display Options dialog, the parser reports an error only if it detects invalid syntax, such as a missing closing bracket. Validation is performed only on syntax, not on the expression value. Generic Display Options are those cataloged in Table 10-1.

EL validation is not performed on non-generic display options.

If you need EL assistance, an application developer can provide an EL expression; see Expression Language Expressions in Developing for Oracle WebCenter Portal.
Save your changes.

Saved Search Task Flow Parameters

The following table describes the parameters that are unique to the Saved Searches task flow.

Note:

The All Saved Searches task flow does not have any unique properties, and therefore no parameters are shown in the Parameters dialog.

Table 55-1 Saved Searches Task Flow Parameters

Parameter	Description
`Instance Id`	The unique ID of the instance.
`Search Keywords`	The keywords or terms used to search.
`Save Search Id`	The unique ID of the saved search.
`Service Id`	The unique ID of the service.

Working with Saved Search Task Flows

For information about how users work with Saved Search task flows, see in Saving Your Search Results in Using Portals in Oracle WebCenter Portal.