Enabling the TREX Search Engine for the User Search Function

1. Switch on the TREX Search for the User Search Function

1. Choose  System Administartion  System Configuration  Knowledge Management  Content Management  Repository Managers  (Show Advanced Options)  UME Object Settings  (Show Advanced Options)  People Picker Search .

2. Choose Edit and specify the following parameters.

   Parameter	Description
   TREX	The TREX checkbox specifies the search mechanism that is to be used by the user search function. Selecting the checkbox enables the TREX Search mechanism. Deselecting the checkbox automatically enables the default UME search mechanism.
   UME RID	Specifies the resource ID of the UME Repository. The default value set for this parameter is /ume.

   Caution

   You must not maintain the Index ID parameter manually. The system creates the index ID automatically, immediately after you have specified the other two configuration parameters.

3. Save the newly defined configuration.

   A new index is automatically created and its ID is inserted automatically into the Index ID parameter.

4. Reindex the UME repository according to the newly defined index.

   Note

   You should create your own reindexing scheme, so that the relevant index is updated on a regular basis. Thus, the system displays only the most up to date information in the search results of the user search function.

   For more information, see Reindexing and Performing an Incremental Update .

Result

The user search function now uses the TREX search mechanism. The system automatically creates a corresponding index, which can be maintained as a standard index.

You can switch back to the UME search mechanism by deselecting the TREX checkbox in the configuration of the user search function.

2. Search for a User by User Department

3. Check the Attributes Assigned to System Users

To check which attributes are assigned to system users in the portal, proceed as follows:

1. Choose  System Administration  System Configuration  Knowledge Management  Content Management  Repository Managers  (Show Advanced Options)  UME Object Settings  UME Principals  UME Principals .

2. Select the relevant principal ( IUser , IGroup or IRole ).

   The system displays a list with all assigned attributes.

In order to make attributes relevant for the search, you should first assign these to the relevant principal. As a result, the attributes appear in the list of assigned attributes of the corresponding principal and can be marked as searchable.

3. Make Attributes Searchable

1. Choose  System Administration  System Configuration  Knowledge Management  Content Management  Repository Managers  (Show Advanced Options)  UME Object Settings  UME Principals  UME Principals .

2. Select the relevant principal ( IUser , IGroup or IRole ).

3. Choose Edit and select the corresponding attribute from the list.

4. Select the searchable checkbox and save the newly defined settings.

The system now takes into account the corresponding attribute whenever a user search operation is performed.

Perform this procedure for all those attributes which should be relevant for search.

Note that specifying an attribute as searchable makes it relevant for searching for all system users to which it is assigned.

4. Make Specific Attributes Indexable

The return results of the TREX search are based on all attributes which are marked as indexable. Therefore, to allow users to perform a search based on more attributes, you should enable the indexing for all relevant for search attributes.

To do this, perform the following:

1. Choose  System Administration  System Configuration  Knowledge Management  Content Management  Global Services  Property Metadata  Properties .

2. Select the relevant attribute which you want to be indexed by the TREX.

3. Choose Edit and select the Indexable checkbox.

4. Save the attribute settings.

Perform this procedure for all those attributes which should be indexed.