Searching In eXo Platform

In this chapter, you will learn about the search feature in eXo Platform. You can search for content via various ways:

Searching in Social Intranet

Introduction to the Search function in Social Intranet where you can find out everything without accessing each specific application.

Refining your search

Details of searches that allow you to search for specific content types just within separate applications.

Searching in Social Intranet

This section consists of the following topics:

Besides the search feature in each application, PRODUCT provides a robust search tool which allows you to search for all types of content right in Social Intranet. With this new search feature, you are able to search for everything without accessing each specific application. This means the productivity will be much enhanced as you can search for any content at any location with just few clicks away from the search box on the navigation bar.

  1. Click image0 on the top navigation bar to open the search box.
  2. Enter your search term into the Search box.

image1

This search displays quick results in the drop-down menu. These results are grouped by their types: Files, Documents, Wiki, Pages, Discussions, People, Spaces, Events, Tasks, Questions and Answers. By default, the quick search returns results for content located in the current site only.

  1. Select your desired result from the drop-down menu to directly access it; Or, hit the Enter key, or click image2, or click See All Search Results to view all results in the search main panel.

image3

After having the search results list that corresponds to the keyword used in the search box, you can preview an element from that list either in Documents Application or with the document viewer. It is also possible to download it.

  • To preview the selected document in document viewer, you simply need to click on the document’s icon.

image16

  • To preview the selected document in Documents Application, you simply need to click on the document’s link or in the button Open in Documents after previewing it in document viewer.
  • To download the selected document, you need to preview it with the document viewer then click on the Download button.

image4

Sorting and filtering your results

In the search main panel, you can further restrict the search scope to streamline the returned results.

Sorting your results

By selecting the Sort By drop-down menu, you can narrow your search results.

imageSearch

  • Relevance: This type is set by default for search and in the descending order. This means the search results will be sorted by the connection with the entered terms. The top result is one which has the closest relevance with the entered term.
  • Date: This type displays results by the last created/modified date in the descending order.
  • Title: This type displays results by their title based on the ascending (alphanumeric) order.

Note

If you select each Sort option again, the order type will be changed. This means “ascending” is changed into “descending” and vice versa.

Filtering your results

The Filter By panel is displayed on the left side, allowing you to control the search range by sites and content types.

image5

  • All Sites: A list of sites on which the search action is performed.
  • All Content Types: A list of content types by which the search action is performed.

By default, all checkboxes are ticked. To exclude some result types from the results page, simply untick the corresponding checkbox.

Customizing search settings

If you are an administrator, you can change settings for Search portlets and manage content types displayed in the Search portlets easily.

There are 2 Search portlets you can customize their settings, including: Search main page and Search textbox.

Changing settings for Search main page

To change settings of the Search main page portlet, you have to go into its Edit mode.

  1. Open the Search main page by doing quick search.
  2. Select image6 –> Page –> Edit Layout.

The Page Editor is opened.

image7

3. Hover your cursor over the Search portlet and select image8 to open Search settings in the Edit Mode tab.

image9

In which:

Field Description
Results per page Specifies the number of results that are retrieved each time a search is run. The value “10” is set by default.
Search in current site only Scopes the search to the current site. If being checked, the All Sites filter is not displayed in the Filter By panel.
Hide search form Hides the search field and search button.
Hide facets filter Hides the whole Filter By panel.
Search In Specifies the content types that the Search portlet must search in.
  1. Change the Search settings, then click Save Settings button and click Close to quit the form.
  2. Click image10 to quit the Page Editor and back to the Search page.

Changing settings for Search textbox

1. Open the Page Editor, then drag and drop the Quick Search portlet (of the Search category) from Page Editor to the main page body.

Note

If you do not see the Quick Search portlet in the Page Editor, you need to import it as described in Importing portlets and gadgets.

  1. Hover your cursor over the Quick Search portlet and select image11 to see the Quick Search settings in the Edit Mode mode.

image12

In which, “Results per Type” specifies the maximum number of results retrieved for each content type. The value “5” is set by default. Click here for more details about fields.

  1. Change the Quick Search settings, then click Save Settings and click Close to quit the form.
  2. Click image13 to quit the Page Editor.

Managing content types in Search portlets

In eXo Platform, administrators can use the Search Administration page to enable or disable various content types on which your search is based.

  1. Click image14 –> Content –> Search Administration

    image15

In which:

Field Description
Content Type The type of searchable content.
Description The quick description of each content type.
Action The action to disable/enable each content type. When disabled, a content type will no longer appear in both search results and Search settings.
  1. Enable/Disable your desired content type by clicking the corresponding button in the Action column.