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. Post-Upgrade Tasks
  10. Search Configuration Upgrade
  11. Hierarchies 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. Appendix A: Troubleshooting the Upgrade Process
  16. Appendix B: Frequently Asked Questions
  17. Appendix C: Processing Existing ActiveVOS Tasks
  18. Appendix D: Configuring Metadata Caching

Upgrading from Version 10.1, 10.2, 10.3, 10.4, or 10.5

Upgrading from Version 10.1, 10.2, 10.3, 10.4, or 10.5

Configure the Search or Query Results Display

Configure the Search or Query Results Display

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. You can also configure the order in which the search filters appear.
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. Log in to the Provisioning tool.
  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, select
    Search Configuration
    , and click
    Create
    .
  6. In the properties panel, select a business entity and the business entity view that you want to use to display the search or query results.
    If you do not select a business entity view, the search and query results contain all the business entity fields.
  7. Optionally, if you configured search, select the filters and configure the display order of the search filters.
    1. Click the
      Edit
      icon next to
      Filter Display Order
      .
      The
      Edit Filter Display Order
      dialog box appears. The dialog box contain filters, which are fields that are configured as filterable in the business entity model.
    2. Drag the filters from the
      Available Filters
      section to the
      Selected Filters
      section.
    3. To configure the order, drag and move the filters up or down.
    4. Click
      OK
      .
  8. Click
    Apply
    .
    The search configuration is saved to the temporary workspace.
  9. 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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