Configuring DX Search
End users of a Digital Experience (DX) site expect to see a Search box to find relevant information fast. To provide this functionality to users, administrators and engineers can choose from using DX Search or a third party search technology. This topic provides the steps to set up and configure DX Search, HCL DX's own search service.
Note that this document is sufficient to get started with DX search, but supplemental resources are required if you plan to set up DX Remote search.
Decision tree for setting up DX Search
The following image outlines the steps to set up and configure DX Search based on the environment and search needs.
flowchart TB
accTitle: Steps in DX Helm installation.
accDescr: Flowchart showing the mandatory and optional steps in DX Helm installation.
node_1(["Start"])
node_2{{"DX Search required?"}}
node_4{{"Portal cluster?"}}
node_6(["Start with Default Search Collection"])
node_7(["Install #amp; Configure Remote Search Service"])
node_8{{"Process documents such as PDFs?"}}
node_9(["Create Search Collection"])
node_10(["Install #amp; Configure Remote Document Conversion Services"])
node_11(["Delete Default Search Collection and Local Search Service"])
node_12(["Create Content Sources (Crawlers)"])
node_13(["Create JCR Collection and Content Source"])
node_14{{"Web Content Management Authoring Search?"}}
node_1 --> node_2
node_1 --> node_14
node_2 --"No"--> node_11
node_2 --"Yes"--> node_4
node_6 -. "Optionally" .-> node_9
node_4 --"Yes"--> node_7
node_4 --"No"--> node_6
node_7 --> node_8
node_8 --"No"--> node_9
node_8 --"Yes"--> node_10
node_10 --> node_11
node_9 --> node_12
node_12 --> node_13
node_14 --"Yes"--> node_13
style node_2 fill:#BFC6FF, color:#fff
style node_4 fill:#BFC6FF, color:#fff
style node_8 fill:#BFC6FF, color:#fff
style node_14 fill:#BFC6FF, color:#fff
Importance of setting up search
End users expect search functionality on every website that provides the information they need. Search services index the information on the site and allow your users to find the right information quickly.
There is a search component available with HCL DX that is free and well-integrated with the data generated by HCL DX.
If available, you can use a license for a third party search software. Consult the third party provider's documentation on support and integration with HCL DX for further details.
If you opt to not use DX Search, you can remove its configuration and resources. However, still note the disclaimer in Integrating your own search engine on related to having search available for content authors and editors.
Refer to the following topics for more information:
- Integrating your own search engine
Learn how to integrate your own search engine in the DX Search Service. - Removing the search collection and search service
Learn how to delete Portal Search resources such as the search collection or a search service. - Setting up DX Search
Learn how to set up DX Search. - Portal environments
Learn more about standalone and clustered portal environments. - Indexing attachments and file resources
If you need to search and crawl files in WCM, it is mandatory to install and configure Document Conversion Services. - Recreating standard crawlers for the search collection
After installing and configuring the remote search service, you must create the new search collection and then add the content sources. - Modifying DX Search
Learn how to improve the quality of search results and remove language filtering. - Faceted search
Learn more about faceted search. - Searching by date and date ranges
Learn how to search by date and date ranges. - Configuring search in portlets
In this section, you can configure the search and filter the portlets by defining a portlet property setting. - Configuring search in a cluster
HCL DX provides two distinct search capabilities. You can use both types of search capabilities in a clustered environment. - Configuring your custom portal themes to include the search box
Enable your portal users to use the Portal Search box and Search portlet in your own custom theme. - Configuring search in a portal farm
HCL DX provides two distinct search capabilities. You can use both types of search capabilities in a portal farm environment. - Configuring the default location for search collections
You can modify the default directory location under which search collections are created on a per search service basis. View some related information. - Configuring Search Center to search for web content
You can use the Search Center to search for web content by adding a web content search collection to the Search Center. - Configuring search collections for a virtual portal
Configuring JCR search collections for a virtual portal might require additional administration, depending on how you set up the virtual portal. - Configuring Web Content Manager search options
You can edit the following search options to manage how the search service works with Web Content Manager search forms. - Search service configuration parameters
Learn about the portal search service parameters and possible values. - Configuring the Search Center portlet
Get an overview of how you configure the Search Center. - Configuring your portal site for search by internet search engines
You can enable your portal site for search by using search services such as Google or Yahoo! Search on your portal site by external search services works for public portal pages only, that is, for pages that users can access without a user ID and password. - DX Search Glossary
See the definition of terms used in DX Search.