Decide what data you want to make searchable in your application by permitting the system to index specific class types. For example, on the Search landing page, you can index all Work- classes to make work items searchable.
- In the header of Dev Studio, click .
- In the Search indexing section, turn on the Enable indexing switch, and then click Default.
- In the Default indexes section, enable indexing of the specific class types that you require.
- Select any of the check boxes in front of the class types to enable indexing for that
- Select All rules to turn on indexing for all Rule- classes.
- Select All data to turn on indexing for all Data- classes.
- Select All work to turn on indexing for all Work- classes. Note that work object search is not available in Dev Studio.
- Optional: To index attachments that are included in specific classes, select the Index
work attachments check box, and then specify the maximum file size to
- In the lower-left corner of the screen, click Save settings.
- Excluding properties with access control policies from search results
You can include or exclude properties with access control policies from search results, which lets you control who can view sensitive data. When you select the option to display properties with access control policies, access control policies are ignored. When you do not select the option to display properties with access control policies, properties with access control policies are excluded from search results, whether or not the access control policies are satisfied.
- Specifying custom search properties
You can specify additional properties to include in the search index for a class by creating a custom search property data instance. Including properties in the search index enables you to reference them and use them in filters in report definition rules that query the search indexes.
- Creating dedicated indexes
Dedicated indexes are property type-aware, per-class indexes that return the data type of each returned property. Default indexes are typeless, that is, all properties are of type string. Dedicated indexes let you execute queries with filters, date calculations, and aggregations directly in the query. Dedicated indexes are displayed on the Search landing page in the Dedicated indexes section.
- Configuring a report definition to run against an Elasticsearch index
To improve report generation performance, you can run report definitions against Elasticsearch indexes instead of using SQL queries directly against the database. Running report definitions against Elasticsearch indexes is disabled by default and does not apply to reports that have features that are not supported by Elasticsearch. If a report query cannot be run against Elasticsearch indexes, Pega Platform automatically uses an SQL query.