Configure Search view

You can customize the Search for and Advanced Search panes in the Search view.

Note: You should make these configuration changes in the Test environment and test them before copying them to the Production environment. In a dedicated SaaS deployment, after testing the changes, ask IXIASOFT Customer Support to copy the changes to the Production environment.

The following table describes the types of searches that you can configure and the search panels to which they apply:

Table 1. Search view options
Search type	Description	Applies to
Search type	Description	Search for panel	Advanced Search panel
Index	Search according to indexed criteria.	Yes	Yes
Elements	Search within a specific XML element.	Yes	Yes
Dates	Search for documents created or modified on fixed or relative dates.	No	Yes

Attributes	Search for XML elements having specific attribute values.	Yes	Yes

They are shown in the following diagram:

IXIASOFT CCMS comes with a default set of indexes, elements, attributes, and dates that are available to your users. You can modify the advancedsearchindexes.xml file (within the /system/conf collection), to add more search options by adding a new element according to the search type, as follows:

Search type	Element to add
Index	Add an <index> element to <indexes>
Element	Add an <element> element to <elements>
Date	Add a <date> element to <dates>
Attribute	Add an <attribute> element to <attributes>

For example:

<indexes>
    <index display="Created By" name="createdBy" type="property" listable="true" views="ALL"/>
    <index ...>
    ...
</indexes>

The following table describes the attributes for the <index>, <element>, <date>, and <attribute> elements.

Table 2. Search element attributes
Attribute	Description	Values
`display`	Determines the label that appears in: The Name column in the Advanced Search panel. The Search in drop-down list in the Search for panel.	Can be any sequence of characters.
`name`	Links the element with the corresponding index definition.	Must be the same string as is used in the Index Definition document (`NAME` attribute).
`type`	Indicates whether an index definition can be modified. Applies to <index> and <date> elements.	Property – indicates a system-created index. While you can change a property `display` label, you cannot modify its name or definition in the Index Definition document. Index – indicates a user-created index, which means that you can modify its definition in the Index Definition document.
`listable`	Determines whether the Value field is presented to the user as a list.	True – values are presented as a selection list. The corresponding TEXTML index definition must be a <stringindex>. False – values must be entered by the user. Note that only the indexes with `listable="False"` are displayed in the Search in drop-down list.
`attr`	Determines whether users can search inside non-standard attributes (such as version number, which contains spaces).	True – searches within attribute values for the specified string. You could, for example search for “first” and the search would return files with labels such as “first release”, “first beta”, and “ladies first”. False – performs the standard index search.
`views`	Deprecated.

In the TEXTML Administration perspective, connect to your server.
Locate the advancedsearchindexes.xml file in the repository's /system/conf collection.
Check out the file and open it for editing.
To add or modify an Index search, locate the <indexes> element and add a new <index> element or modify an existing one, as necessary.
The <index> element defines all the labels displayed under Name when users select an index type search.
For example, to add the option to search the createdBy index, enter:
```
<index display="Created By" name="createdBy" type="property" listable="true">
```
To add or modify an Elements search, locate the <elements> element and add a new <element> element or modify an existing one, as necessary.
The <elements> element defines all the elements that are displayed under Name when users select an elements type search. There must be a corresponding <unit> element defined in the Content Store's Index Definition document.
For example, to add the option to search for the <fig> element, enter:
```
<element display="Fig" name="fig"/>
```
To add or modify a Dates search, locate the <dates> element and add a new <date> element or modify an existing one, as necessary.
Note: Date searches only apply to the Advanced Search panel.
The <date> element defines all the date properties displayed under Name when a user sets up a date search.
For example, to add the option to search the creation date of a document, enter:
```
<date display="Creation Date" name="creationDate" type="property"/>
```
To add or modify an Attributes search, locate the <attributes> element and add a new <attribute> element or modify an existing one, as necessary.
The <attribute> element defines all the attributes displayed under Name when a user sets up a date search.
For example, to add the option to search for the align attribute, enter:
```
<attribute display="Align" name="align"/>
```
Save, close, and check in the file.
Inform users of the changes.
The changes will be applied automatically once users close and then reopen their IXIASOFT CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration.