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Enabling and disabling classes for search indexing

On the Search landing page, you can configure which classes and class instances to index. You can also configure whether to index the contents of attachments. Enable attachment indexing only if your applications provide full-text search of work items. PDF, Microsoft Office, and text attachments are indexed and will be full-text searchable. However, if your application saves work item file attachments in an external enterprise content management system that is accessed through Connect CMS rules, such file attachments are not included in Pega Platform search results.

On the Search landing page, you can also specify the maximum size of attachments to index. Attachments that exceed the threshold are not indexed and are listed in the log file.

You can configure indexing while a Pega Platform server node is operating, however index processing can affect system performance if the indexes are large. As a best practice; choose a time when the server is less busy to perform these one-time processor-intensive operations.

  1. Click Designer Studio > System > Settings > Search.
  2. Expand the Index administration section.
  3. Select or clear Enable indexing to enable or disable indexing for all index types.
  4. If you have enabled indexing, select or clear the check box in front of the class type to enable or disable indexing for that class:
  5. Select Index attachments to index attachments.
  6. Optional: In the Attachments threshold (MB) field, adjust the maximum size of attachments to be indexed by entering a value, in megabytes.
  7. Click Submit.

Note: You can skip indexing of specific class instances by clicking Exclude this class from search? on the Advanced tab of the Class form. Excluded instances will not be included in search results.