Search engine is used for quick retrieval of key information present in the system. Contrarily to <<search panel>>, opened with the use of <Ctrl>+<F> keys, the search engine allows the user for searching whole system, not only a currently opened window.

The functioning of the search engine is based on two servers:

• Search server – responsible for receiving and displaying  the results referring to a phrase being searched
• Indexing server –  communicates  with  a  company  database,  browses  it,  and  creates  a  file  indexing  optimally  the   information so that answers to subsequent questions be displayed faster

Configuration of search engine in the system configuration tool

Before starting work with the search engine, it is necessary to configure it. To do so, open the system configuration tool (available in the system setup folder – fileNewAltumConfigurator.exe), check database configuration in Database Selection tab and open Search Engine tab.

Tab Search Engine in the system configuration tool window

In the Search Engine tab, the following sections and fields are available:

• Configuration Database:
  • Server – name of SQL server where configuration database is stored
  • Integrated  security  –  if  checked,  the  system  enters,  itself,  the  username  and  password  integrated  with   Windows account
  • SQL Login
  • Password
  • Database – name of configuration database for which the search engine is to be configured
• Certificate – allows for verifying the installation of the certificate for the search engine service
• Search Server – allows for defining Http and TCP ports for the search server
• Indexing Server  – allows for defining Http and TCP ports for the indexing server

After completing required fields and saving settings, it is necessary to check connection status. It should be Correct.  After that, open tab Services and start Search Engine service with the use of  button. Upon completing the above-mentioned steps, start Comarch ERP Standard system.

Started Search Engine service

Configuration of search engine in the system

After starting the system, open the menu System -> Configuration -< Search Engine, where it is possible to define parameters of servers responsible for global searching in the system.

[Alert]

To enable the search engine on ends, it is necessary to deactivate Windows firewall or add exceptions to the firewall for specific ports (on server and end).

Parameters of servers responsible for searching

Both for the search server and the indexing server, it is necessary to set reference to an appropate server by completing fields Host (name of the computer or IP address) and Port.

Indexing can be updated automatically through a schedule or manually by clicking on [Index Search] button. Detailed description of indexing configuration can be found in part <<Indexing configuration>>.

If a reference to the server is invalid or the service is not running, the following message is displayed:

Message informing the that there is no connection with the server

Indexing configuration

File  AEntities.xml, available in the system setup folder, is responsible for indexing frequency. Section <Jobs>, available in the file, contains the following parameters:

• OptimizeIndex – optimizes the search indexes for the purpose of more efficient work of the tool
• AltumFull – sets full indexing of data on company databases attached to a selected configuration database
• AltumIncremental – indexing of incremented data, that is the data added since the recent indexing

Values of cycle types (Schedule Cycle Type) can be set to hourly, daily, weekly, and monthly.

[Alert]

If  there are several  company  databases  attached  to  a  configuration  database,  the   indexing  service  will  gain  data  contained  in  the  attached  company  databases.  Hence,  it  is   recommended to reduce the number of attached company databases for better operation of   the service.

Searching data

To start the search engine in the system, it is necessary to enter a given phrase in the search bar available on the ribbon and select the magnifying glass button or the <Enter> buutton on the keyboard.

Search bar

The system opens the searching engine window, composed of textual field in which it is possible to enter again the phrase to be searched and of search results field.

Search engine window

In the search engine window, on the right sight of the search bar placed on the ribbon and of the texutal field, there are two buttons:

– starts searching in company databases in terms of an entered phrase

–opens a window in which it is possible to define search area(s) with the use of one of the following options:

• Search Entire System  – searching in all available areas
• Ogranicz przeszukiwanie do wskazanych typów – wyszukiwanie w ramach obszarów wybranych przez użytkownika

Defining search areas Searching results limited to the Directories area