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Configuring the UME Based Search for the User Search FunctionLocate this document in the navigation structure

Use

By default, the user search function uses the standard search mechanism of the User Management Engine (UME). You can change the default settings of this search mechanism and thus tailor the user search according to your specific requirements.

Prerequisites

The System Administration portal role is assigned to your user.

Procedure

1. Assign Attributes to System Users

  1. To assign attributes to system users, choose Start of the navigation path System Administration Next navigation step System Configuration Next navigation step Knowledge Management Next navigation step Content Management Next navigation step Repository Managers Next navigation step (Show Advanced Options) Next navigation step UME Object Settings Next navigation step UME Principals Next navigation step UME Principals End of the navigation path.

  2. Select the relevant system user and choose View .

    A list of assigned attributes appears.

    The entries with I* relate to the system users:

    • IGroup for user groups

    • IRole for portal roles

    • IUser for individual portal users

  3. To change the assigned attributes, choose Edit .

  4. Assign or remove assigned attributes by simply selecting or deselecting them from the list.

2. Define Attributes Relevant for Searches

  1. Select an assigned attribute in the list of attributes for a system user (see the Assign attributes section above).

    A list of all currently available attributes in the system appears.

  2. Decide which attributes should be available for the user search.

  3. To make an attribute relevant for searching (available for the user search), set the searchable flag in the configuration for the attribute in question.

    The attributes activated for the user search are marked with the icon in the attribute table (in the searchable column).

3. (Optional) Create Copies of Attributes

Sometimes it is necessary to create for an attribute a variant that is relevant for searches, and a variant that is not relevant for searches. The reason for doing this is that an attribute can be either relevant for searches or not relevant for searches.

If you have flagged an attribute for a system user as relevant for searches and require it to be not relevant for searches for another system user, proceed as follows:

  1. Choose Start of the navigation path System Administration Next navigation step System Configuration Next navigation step Knowledge Management Next navigation step Content Management Next navigation step Repository Managers Next navigation step (Show Advanced Options) Next navigation step UME Object Settings Next navigation step UME Principals Next navigation step UME Attribute Mapping End of the navigation path.

  2. Select the relevant attribute and choose Duplicate .

  3. Flag the copy as not relevant for search.

Now, you have two variants of the same attribute. This allows you to assign the required variant of the same attribute to different system users.