Configuring Cartella Search


Prerequisites: Users require site administrator permissions to complete this task.

Cartella uses the Apache Lucene library to support search and indexing functionality. Set values for search attributes and configure search settings for each Cartella entity type in the Search Management view.

Cartella includes types of objects to search by default in the Types section. You can edit the type fields or add types. Pre-configured types of objects for search include:

  • Folios
  • Modules
  • Blog posts
  • Folders
  • Documents
  • Galleries
  • Images
  • Media
  • Topics
  • Discussions
  • Posts
  • Users
  • Pages
  • Announcements
  • Events
  • Profiles
  • Wikis
  • Ideas

Note
Choose whether or not to configure Cartella Search in the Cartella user interface or in Cartella.config. See Advanced Setup: Configuring Search to configure the Salesforce synchronizer via Cartella.config.
Note
Click Remove next to a field to remove it.

To configure Cartella Search:
  1. Log in to Cartella.
  2. Navigate to Settings > Configuration Management > Search.
  3. Click CartellaSearch to expand the search source entry.

    Cartella Search

  4. Enter the following fields in the Source Settings area.
    FieldDescription
    delay

    Number of minutes to wait before running a new index. The default is 20.

    Important
    The delay value is the interval between the end of one index update and the start of the next index update. The delay value is not the interval between the start of one index update and the start of the next update.
    continuous Enables a continuous index for the search source. The default is false.
    includeParentCategories Includes the parent categories of the search source if true. The default is true.
  5. Optional: Click Add SourceSetting in the Source Settings area. Enter the following fields.
    FieldDescription
    Setting NameName of the source setting.
    Setting ValueValue of the source setting.
    Note
    Add source setting fields as needed.
  6. Optional: Click Add Default Field in the Default Fields area. Enter the following fields:
    FieldDescription
    Name

    Name of the field.

    Boost

    Boost value associated with the field.

    Example: 1

    Include

    Field value displays in the search results if selected.

    Note
    Add default fields as needed.
  7. Optional: Choose one of the following steps in the Type area.
    • Navigate to a default type.
    • Click Add Type.
  8. Optional: Enter the following fields for each default type in the Types area.
    Note
    Added types display at the top of the Types area. Scroll up to the new type.
    FieldDescription
    Type Name

    Name of the type that contains the defined fields.

    Example: Cartella.Classes.Folio

    Friendly Name Name that displays to end users in the Cartella user interface.

    Example: Folio

    Include in Global Search

    Content of the type will be included in the search index.

    Name

    Name of the field.

    Example: Description

    Boost

    Boost value associated with the field.

    Example: 1

    Include

    Field value displays in the search results if selected.

  9. Optional: Click Add Field for a specific object type to add additional Name, Boost, and Include fields.
    Note
    Add default fields as needed.
  10. Click Save Changes
    Note
    Click Delete to delete Cartella Search.
    Cartella saves changes to Cartella Search.