Configuring Search Areas

The practical way of creating a Search Area will probably consist of going through all the settings from top to bottom filling them out according to your requirements. Most of the settings are really straight forward, so we will just mention some interesting points here.

Note that Search Areas and Shares are very similar in their configuration, so most of the concepts described in this article apply to both.

Products

General

An important setting is the access right for Search Areas and Shares. Here you can define if the Search Area should be accessible to everyone one limited to certain users.

The User who shared a Share will normally be the Owner and usually, you don’t have to change this setting.

The Owner of a Share can be used in the role-based access rights (see https://contentserv.atlassian.net/wiki/spaces/DOCU/pages/1608057380/Administrating+Roles for more detailed information).

Running search requests as a certain user might be required if the actual user does not have the required rights to perform the search.

Search Settings

Those settings are mostly self-explanatory.

An important thing to notice is that you can enter → * ← as a placeholder for the Default Search Term. The Search Area will then show all products in the area by default.

Manual sorting allows you to go into 'Editing Mode' from the menu in the Deep Search Portal.

In ‘Editing Mode’ you can then sort products manually.

 

With the Search Suggestions option, you can define whether search suggestions should be generated in the search bar or not.

Data Filter

Here you have to select which products are to appear in the Search Area. You can select either individual products, products by root folder or products by favorite. Some filters can be applied to the selection.

List of Search Results Attributes & Preview Attributes

The List of Search Results Attributes are the values shown in the list of search results (both in List View and in Thumbnail View):

If you look at this display of a search result we can make the following definitions:

  • Turbo Neo Expert - Blue M → This is the Title

  • 98020-3002-S3 (in green) → This is the Subtitle

  • Sorry, chairlifts and … → This is the Summary

  • 8225 $ → This is the price attribute configured as Additional Attributes

We will soon have a look at how we can change those values.

Preview Attributes are shown in the modal that pops up when the user clicks on one of the search results.

Note that the attributes with their names in grey show up in the preview modal because they have been marked as Is Preview Text in the attribute’s settings!

Bot the List of Search Results Attributes and the Preview Attributes can be defined globally:

… and they can be overwritten for individual Search Areas and Shares:

The new Smart Preset for View Link configuration defines the Smart Preset that will be used for the documents that open when a user clicks on the “view” link or on the preview image in the preview boxes. Note that if the user does not have the permission to use that Smart Preset the link will not be generated and the “view” link will not be available.

Actions

This defines the actions a user can perform in the Deep Search.

  • View → Allows the user to access a Smart Document with a product overview

  • Edit → Allows the user to open the product in the PIM editor

  • Download → This is the right to Download product information or assets

The most common scenario is probably to just allow downloads.

In the Download Presets Filter, you can select the Smart Documents, DataFlow Exports or Media Presets that you want to make available for the Search Area. You can read more about this topic in https://contentserv.atlassian.net/wiki/spaces/DOCU/pages/1661370655

Files

Most of the settings are similar or identical to the settings for products.

You can use Media Presets in order to render images in a specific way: