Managing Search Categories

Use

You can group together different connectors to search categories. Search categories allow users to narrow down their search by searching, for example, only in the "Business Partners" category. You can assign both connector models and connectors to specific search categories. By default, a connector inherits the categories from its model.

You can create search categories and delete search categories both in the modeler when creating models and also in the administration cockpit.

Procedure

Creating Search Categories

Launch the administration cockpit.
In the Details area, choose the Categories tab.
Choose Manage Categories.
Choose Create Category/Relation.
Scroll to the end of the list and enter a name for the new category, then press Enter.

Note

In customer systems, this name must start with a Y or a Z.

You can build a hierarchy by grouping categories below another category. The individual subcategories are called relations.

Assigning Connectors to a Category

Launch the administration cockpit.
Choose the connector that you want to assign to a category.
In the Details area, choose the Categories tab.
Select the relevant category from the list and choose Add.

Note

Note that new category assignments are not passed on to the respective model.

Deleting the Category Assignment for Connectors

Launch the administration cockpit.
Choose the connector that you want to remove from a category assignment.
In the Details area, choose the Categories tab.
Select the category to be removed from the list and choose Remove.

Note

Note that this category is removed only from the connector, not from the respective model.

Deleting Search Categories or Relations

Launch the administration cockpit.
In the Details area, choose the Categories tab.
Choose Manage Categories.
Select a category or relation and choose Delete Category or Delete Relation.