Showing posts with label Search. Show all posts
Showing posts with label Search. Show all posts

Tuesday, June 26, 2012

WCM search and Integrating with portal search


1.       Creating the WCM search collection
        1) Login to Portal Administration
        2) Goto Search Administration > Manage Search
        3) Click on 'Search Collections' > New Collections and provide following information
                        Location of collection : MytechCollection
                        Name of collection : MytechCollection
                        Description of Collection : MytechCollection
        4) Once saved, click on MytechCollection
        5) Create following Content Sources (MytechContent, BlogContents)
        6) Click on 'New Content Source' and provide following details to create MytechContent content sources
a.       Content Source Type : WCMSITE
b.      Content Source Name : MytechContent
c.       Collect documents linked from this URL : http://portal.Mytech.com:10039/seedlist/myserver?SeedlistId=MytechContent/Internet&Source=com.ibm.workplace.wcm.plugins.seedlist.retriever.WCMRetrieverFactory&Action=GetDocuments
      Note - Replace portal.Mytech.com with your portal server host name and MytechContent/Internet with your wcm sitearea
d.      Levels of links to follow: Unlimited
e.      Number of documents to collect: Unlimited
f.        Force Complete Crawl: true
g.       Stop collecting after (min):60
h.      Stop fetching a document after (sec): 20
i.         Links expire after (days): Unlimited
j.        Remove broken links after (days): 10
k.       Click on Security tab and enter portal admin credentials
                User Name : wpsadmin
                Password : wpsadmin
                Host Name : portal.Mytech.com
                Click on 'Create' button
                Click on Save button
                Note - Provide actual portal host and wpsadmin credentails
l.         Once saved, click on 'Start Crawler' button next to created content source entry
7) Search anonymously - to allow anonymous users to access the portal search collections, you need to Add Anonymous user to your Search Collection
Assign Anonymous Permission to MytechCollection
a)      Login to portal administration
b)      Goto Access > Resource Permissions
c)       Click on PSE Sources
d)      Click on 'Assign Access' button next to MytechCollection entry
e)      Edit User Role
f)       Add ' Anonymous Portal User' and ' All Authenticated Portal Users'
g)      Apply and done

2.       Rendering WCM search component results
WCM search component can also be used to display WCM search results.
There are several reasons you may decide to do this instead of using search center out of box portlet, some reasons:
o   Only WCM results will be displayed, meaning any non WCM assets in the search collection will be filtered out when using WCM search component.
o   Full control over the HTML display of the results.
o   Integration within a WCM site being rendered from the servlet.

To accomplish this, we have to create a piece of content that will hold both the search form and the results of the search. When a search is submitted the form will submit to the page for the results, which the form is also deployed to.

1)      Creating the Authoring Template
First, an authoring template for the content is necessary. Create an authoring template named "AT_Search", and use manage elements to add the following 3 elements:
query_form - a Component Reference
search_results - a Component Reference
text - a Text Componentck
2)      Creating the presentation template
Next we need to set up the presentation template to display the elements. Create a new presentation template named "PT_Search", and in the HTML put the following:
<p>[Element context="current" type="content" key="text"]</p>
<p>[Element context="current" type="content" key="query_form"]</p>
<p>[Element context="current" type="content" key="search_results"]</p>
3)      Creating the WCM search form
Now, we need to create the HTML component that will hold the html for the search form. Create a new HTML component named "HTML - Adv Search form", and enter the following HTML:

<form action='[PathCmpnt type="servlet"]/MytechContent/Internet/Search/Results' method="post" onSubmit="this.search_query.value=addFilter(this.query.value)">
<table>
<tr>
        <td>Search : </td>
        <td>
                        <input type="text" name="query" />
                        <input type="submit" value="Search" />
        </td>
</tr>
</table>
<input type=hidden name="search_query"/>
</form>

What the code does is setting up the form to submit to the MytechContent/Internet/Search/Results content (which we will create later), and puts the search_query in the form. The search_query is what gets processed by the WCM Search component as the search. We also limit results to exclude content that is using a specific authoring template, you would append this to the end of the search_query field. This means that when the search is performed, we limit results based on the content's authoring template.

Constructing search_query can easily be done using Javascript that executes on the form submit.
<script language="Javascript">
function addFilter(queryIn){
return queryIn + ' -AuthoringTemplate::"AT_Banner" -AuthoringTemplate::"AT_Search"';
}
</script>

4)      Creating the WCM search component
Next, we need the WCM search component to be created in order to display the search results. Create a new search component named "Search-Search Results". In the search options, select the MytechCollection for the Search collection: field. Also, use 10 for the results per page, as we will use a page navigation to page through the search results.

In the header field, enter the following:
[Component name="Mytechtechnical/search-result-navigation"]
<table>

In the results field, enter the following:
<tr>
        <td>
                        [AttributeResource attributeName="titleLink" separator=","]
                Date: [AttributeResource attributeName="date" format="MM/dd/yyyy" separator=","]
                        Relevance: ([AttributeResource attributeName="relevance" format="##.#" separator=","])
                        <br>
                        [AttributeResource attributeName="summary" separator=","]
        </td>
</tr>
For the footer:
</table>

For the Separator:
<tr>
        <td bgcolor="#FFFAA" colspand="2" />
</tr>

For No result design:
<div> No result found to display.</div>

5)      Creating the paging component
For the results to be paged, we create a simple paging component. Create a new 'page navigation' element named "Search-result-navigation". Use the following as a guide for the paging design for shuffle, paging, jump to page, and page size values to use.

Use the following as the guide for the value of the design elements of the paging component:


6)      Creating the necessary content and site framework
Now that the pieces are in place for the search components, all we have to do is create the content and site area to hold them. First, create a new site area in your MytechContent library. Name it "Search", and map the presentation and authoring template to the site area that you created.

Save and close the site area.

Secondly, create a new piece of content. Select the AT_Search authoring template, name the content "Results", For the Query Form item, select the HTML - Adv Search form component. For the Search Results, select the Search - Search Results component. In the text field, enter " Please select your search text and click the search button ":


Choose a workflow for your content, save and publish the content. As a last step, go back to the Search site area, and set this new content as the default content for the site area.

7)      Performing the search within the WCM search component
a) The easiest way to see the search in action is to preview the Results content. Click on the preview button, and the content will be displayed.
b) Create a portal page 'Search' and enter value 'wcmsearch' for friendly url. Click on 'Add Web Content Mapping' button and map your main sitearea as Web Content Folder.
Once page is created, click on edit page layout button and add ' Web Content Viewer (JSR 286)' portlet into this page. Configure 'Web Content Viewer (JSR 286)' portlet to wcm content 'Results'  from the edit shared settings option.

3.       Integrate WCM search component results with theme search box

Need to configure theme's themeSearchBox with WCM search component results.
Open the search.jsp of pagebuilder theme and modify ScopeSearchWidget as follows :
<div id="themeSearchBox" dojoType="ibm.portal.search.Enhanced.widgets.ScopeSearchWidget" displayScopes="false" submitUrl="?1dmy&urile=wcm%3apath%3a/MytechContent/Internet/Search/Results" resourceBundle="<portal-fmt:out><searchmenu:resourceBundle bundleName="com.ibm.lotus.search.taglib.ScopeSearchWidget"/></portal-fmt:out>" sourceContentNode="<searchmenu:currentContentNode/>" searchFeedUrl="'<searchmenu:generateSearchFeedUrl/>'" timeStamp="<searchmenu:scopesLastUpdateTime/>"></div>

Following javascript function is added to create search_query hidden input filed dynamically on submit of the themeSearchBox form. This filed store and forward user entered search query to WCM search component.

<script language="Javascript">
dojo.addOnLoad(function(){
        dojo.connect(dojo.byId("themeSearchBox"), "onsubmit", function(event){
                        search_query=dojo.doc.createElement("input");
                        dojo.attr(search_query, "name","search_query");
                        dojo.attr(search_query, "type","hidden");
                        dojo.attr(search_query, "value",addFilter(this.query.value));
                        this.appendChild(search_query);
        });
});
</script>

Sunday, April 1, 2012

Enabling search for web content and Portal through SearchCenter on Portal v7.0

You use Portal Search to search for text displayed in web sites :

1) Indexing web content
Creating a content source for a site area
The WebSphere Portal search engine defines content sources that index your web content. All the child site areas and content items of the selected site area will be included in the index. Related content sources are grouped together in a search collection.
    a) Go to Administration > Search Administration > Manage Search.
    b) Select default search collection named WebContentCollection is provided by default.
    c) Click New Content Source.
    d) Select WCM site as the content source type.
    e) Enter a name in the Content Source Name field.
    f) Enter the following URL in the Collect documents linked from this URL field:
        http://hostname:port_number/seedlist/myserver?SeedlistId=library/sitearea&Source=com.ibm.workplace.wcm.plugins.seedlist.retriever.WCMRetrieverFactory&Action=GetDocuments
You will need to replace hostname, port_number, library and site area with values appropriate for your site.
   g) If the content to be indexed is secured, go to the Security tab and enter the user name and password of the user that will be used to access the secured site. You must then click Create on the search tab itself.

2) Indexing Portal Pages
Creating a content source for a portal pages
The WebSphere Portal search engine defines content sources that index your portal pages.
    a) Go to Administration > Search Administration > Manage Search.
    b) Select default search collection named PortalContent is provided by default.
    c) Click New Content Source.
    d) Select Portal site as the content source type.
    e) Enter a name in the Content Source Name field.
    f) Enter the following URL in the Collect documents linked from this URL field:
        http://hostname:port_number/seedlist/myserver?SeedlistId=page_unique_name&Source=com.ibm.lotus.search.plugins.seedlist.retriever.portal.PortalRetrieverFactory&Action=GetDocuments&Range=100
You will need to replace hostname, port_number and page_unique_name with values appropriate for your portal. In case you want to inclide all portal pages to crawl you should remove parameter SeedlistId=page_unique_name
  g) If the content to be indexed is secured, go to the Security tab and enter the user name and password of the user that will be used to access the secured site. You must then click Create on the search tab itself.

3) Configuring Web Content Manager search options - optional
 You can edit the search options to manage how the search service works
 wp_profile_root/PortalServer/wcm/shared/app/config/wcmservices

4)  Use Search Center to search for web content 
 1) To forward search result to your custom page :
   a) Create a page and assign a unique name i.e. com.search
   b) Edit page layout and place 'Search Center' portlet
   c) Export the xml access for this page and give unique id to layoutnode i.e.
<content-node action="update" active="true" allportletsallowed="true" content-parentref="Z6_CT2AMKG10OVG80ILDHHTKG0G23" create-type="explicit" domain="rel" objectid="Z6_CT2AMKG10O1OF0IDM1H33Q1001" ordinal="1000" type="page" uniquename="com.search">
                    <component action="update" active="true" deletable="undefined" domain="rel" modifiable="undefined" objectid="Z7_CT2AMKG10O1OF0IDM1H33Q10G4" ordinal="100" skinref="undefined" type="control" width="undefined" uniquename="com.search.p">
                        <portletinstance action="update" domain="rel" objectid="Z5_CT2AMKG10O1OF0IDM1H33Q10G2" portletref="Z3_CGAH47L008LG50IAHUR9Q33OP6"/>
                    </component>
        </content-node>
 d) Import modified xml access
 e) Modify search.jsp in theme to point your created page i.e.
<c:if test="${! empty wp.navigationModel['com.search']}">
        <div id="themeSearchBox" dojoType="ibm.portal.search.Enhanced.widgets.ScopeSearchWidget" displayScopes="false" submitUrl="<r:url lateBinding='true' uri='searchCenter:query'><r:param name='contentNode' value='com.search'/><r:param name='layoutNode' value='com.search.p'/></r:url>" resourceBundle="<portal-fmt:out><searchmenu:resourceBundle bundleName="com.ibm.lotus.search.taglib.ScopeSearchWidget"/></portal-fmt:out>" sourceContentNode="<searchmenu:currentContentNode/>" searchFeedUrl="'<searchmenu:generateSearchFeedUrl/>'" timeStamp="<searchmenu:scopesLastUpdateTime/>"></div>
        </c:if>
f) Deploy the modified theme's jsp

2) Search anonymously
a)  Assign 'anonymous portal user' to search page and to 'Search Center' portlet
b) Make sure library/sitearea and portlet pages can also be anonymously accessible so, that Search center portlet would able to find relevant content.
c) Now, have to allow anonymous users to access the portal search collections. This is done through the WebSphere Portal Administration page. Login as the WP admin. Navigate to Administration, Access, Resource Permissions, PSE Sources. Click on the Key button next to your Search Collection.
Add Anonymous user to the User role associated with the Collection:

Product Information - http://www-10.lotus.com/ldd/portalwiki.nsf/dx/Enabling_search_for_web_content_wcm7