Configuring Custom Search Sources


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 sources in the Search Management view. Create search sources for the Cartella instance to use aside from Cartella Search.

Use multiple types of search sources in Cartella. Types of search sources include:

  • LDAP
  • Ingeniux CMS
  • Localist
  • HTML Configured
  • HTML Page
  • HTML Site
  • Cartella
Important
Using search sources aside from Cartella Search requires additional configuration.
Note
Choose whether or not to configure search sources in the Cartella user interface or in Cartella.config. See Advanced Setup: Configuring Search to configure search via Cartella.config.
Note
Click Remove next to a field to remove it.
To create a search source:
  1. Log in to Cartella.
  2. Navigate to Settings > Configuration Management > Search.
  3. Click Create New Source.

    Create New Search Source

  4. Enter the name in the Search Source Name.

    Create Search Source Fields

  5. Select one of the following options from the drop-down list.
    Search SourceDescription
    LdapSearchSourceSearches entries via LDAP Search Source. Add users from your LDAP server to your search index.
    IgxCmsSearchSourceSearches entries via Ingeniux CMS Search Source.
    Version Notes: CMS 9.x
    This option only applies to Ingeniux CMS 9.x and below and should not be used for Ingeniux CMS 10.x and above.
    Note
    See   for InSite Search details.
    LocalistSearchSourceSearches entries via Localist Search Source. Add event information from Localist to your search index.
    Note
    See the Localist Knowledge Base for search configuration details.
    HtmlConfiguredSourceSearches entries via HTML configured search sources.
    HtmlPageSourceSearches entries via HTML page search sources.
    HtmlSiteSourceSearches entries via HTML site search sources.
    CartellaSiteSourceSearches entries via the built-in Cartella Search.
    Note
    See Configuring Cartella Search for search configuration details.
  6. Click Add Search Settings in the Source Settings area.

    Add Search Setting

    Enter the following fields.

    Source Setting Fields

    FieldDescription
    Setting NameName of the source setting.
    Setting ValueValue of the source setting.
    Note
    Add source setting fields as needed.
  7. Click Add Default Field in the Default Fields area.

    Add Default Field

    Enter the following fields.

    Default 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.
  8. Click Add Type in the Types area.

    Add Type

    Enter the following fields.

    Add 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.

    Note
    Add types as needed.
  9. Optional: Click Add Field for the specific type.

    Add Field

    Enter the following fields.

    Add Field

    FieldDescription
    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.

    Note
    Add fields to types as needed.
  10. Click Create New Source

    Create New Source

    Note
    Click Delete to delete Cartella Search.
    Cartella creates the search source to use within the site instance.