Table of Contents

Search

  1. Preface
  2. Upgrade Overview
  3. Pre-Upgrade Tasks
  4. Database Tasks
  5. Application Server Tasks
  6. Hub Store Upgrade
  7. Hub Server Upgrade (In-place Upgrade)
  8. Process Server Upgrade (In-place Upgrade)
  9. Resource Kit Upgrade (In-place Upgrade)
  10. Post-Upgrade Tasks
  11. Search Configuration Upgrade
  12. ActiveVOS Post-Installation Tasks for the Application Server
  13. ActiveVOS Post-Upgrade Tasks for Business Entity Adapter
  14. ActiveVOS Post-Upgrade Tasks for Subject Areas Adapter
  15. Troubleshooting the Upgrade Process
  16. Frequently Asked Questions
  17. Processing Existing ActiveVOS Tasks
  18. Configuring Metadata Caching

Upgrading from Version 9.7.1

Upgrading from Version 9.7.1

Configure the Search Result Views

Configure the Search Result Views

You can use the Provisioning tool to configure the business entity views that you want to use for search. A search result includes only the fields that are part of the business entity view that you configure for search results.
Before you configure the searchable views, create the business entity views that you want to use for the search results.
To display child record fields of a business entity in the search results, use a business entity view that is transformed from a business entity. Ensure that the view includes child record fields at the root record level.
  1. Open a supported browser, and use the following URL to log into the Provisioning tool:
    https://<MDM Hub Server host name>:<MDM Server port number>/provisioning/
  2. From the
    Database
    list, select the database with which your application is associated.
  3. Click
    Configuration
    Application Editor
    .
    The
    Applications
    page appears.
  4. From the
    Applications
    list, select the application for which you want to configure search.
    If you do not have an application, create one before you can configure search.
  5. In the tree view panel, click the
    Search Configuration
    node.
  6. In the properties panel, for each business entity, select the search view.
    If you do not select a search view, the search results contain the full business entity.
  7. Click
    Apply
    .
    The search views configuration is saved to the temporary workspace.
  8. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
        and follow the instructions that appear on the screen.

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