Manage How Content Is Indexed and Searched

As an administrator, you can index data sources and catalog content that enables users to find the latest content when using the search bar on the Home page.

About Search Indexing

You can control which subject area content is indexed and searchable.

You can use the Data Model tab to configure searching indexing of semantic models and the Catalog tab to configure search indexing for objects in a catalog. You can also choose whether Homepage Ask and Oracle Analytics AI Assistant can use your semantic model indexed data in their search results.

Note:

File-based datasets are indexed differently. Users who upload datasets decide how and when they're indexed through the dataset's Inspect dialog. See Make a Dataset's Data Available for Search.

Crawl results are added to the index in the languages that you specify. For example, if your company's headquarters are in the United States, and you have offices in Italy, then you can choose English and italiano to create an indexes in both English and Italian.

When indexing items in the Data Model tab, you have following options for Crawl Status:

  • Index Metadata Only: Indexes only dimension and measure names. This is the default selection. For example, column names such as Product or Order, and metric names such as # of Orders. Always use this option if the column contains sensitive data values that you don’t want to expose to users when they search on the Home page.

  • Index: Indexes metadata (dimension names and measure names) and data values. Applies only to dimension or attribute columns. For example, if you select this on a Product column, both the metadata for the Product column and its data values (such as iPad, iPod, iPhone ) are indexed.

    Indexing data values provides additional functionality for users who want to visualize data values from the search bar on the Home page. Be aware that selecting this option can be costly because it indexes values for all of the columns in all subject areas of the semantic model.

    Caution: When you index data, it's visible to all users who have access to that column. Take care not to index data for columns that contain sensitive data, as this will expose the sensitive data values on the Home page.

  • Don’t Index: Use this selection to completely exclude subject areas, tables, or columns from the index.

When indexing items in the Catalog tab, you have following options for Crawl Status:

  • Index: Use this option to include folders and items in the index.

  • Don’t Index: Use this selection to exclude folders and items from the index.

    Oracle recommends that you don't set the Crawl Status field to Don't Index as a way of hiding an item from users. Users won't see the item in search results or on the Home page, but are still able to access the item. Instead, use permissions to apply the proper security to the item.

You should select only the items needed to create useful search results. Indexing all items yields too many similar search results.

Configure Data Model Search Indexing

You can configure how and when subject areas are indexed from the Data Model tab.

  1. In the Oracle Analytics Home page, click the Navigator, and then click Console.
  2. In the Console under Configuration and Settings, click Search Index.
  3. In the Data Model tab, click Enable Data Model Crawl.
  4. In User to Run Crawl As, click Search and enter a user that is a member of the BIDataModelAuthor or BIServiceAdministrator application roles.
  5. Select a language or hold down Ctrl to select multiple languages.
  6. Under Select Data Models to Index select a Crawl Status for your data models and columns.
  7. Click the checkboxes for Oracle Analytics AI Assistant and Homepage Ask to enable search indexing for them.
  8. Enter Synonyms at the column level for use by your organization.
  9. Click SaveSave icon.
  10. Optional: Click Run NowRun Now to rebuild the search index with your changes.

Configure Catalog Search Indexing

You can configure how and when catalog objects are indexed from the C tab.

  1. In the Oracle Analytics Home page, click the Navigator, and then click Console.
  2. In the Console under Configuration and Settings, click Search Index.
  3. In the Catalog tab, confirm that Index User Folders is selected.
    Oracle recommends that you don't deselect this option. When deselected, no folders in the catalog are indexed so Home page searches return very limited and possibly no results.
  4. Select a language or hold down Ctrl to select multiple languages.
  5. Use the Catalog Object (Shared Folders) and Crawl Status columns to browse for and specify which catalog objects you want to index.
  6. Click SaveSave icon.
  7. Optional: Click Run NowRun Now to rebuild the search index with your changes.

Schedule Regular Content Crawls

The administrator selects which folders to crawl and schedules when and how often to crawl the content.

  1. In the Oracle Analytics Home page, click the Navigator, and then click Console.
  2. In the Console under Configuration and Settings, click Search Index.
  3. Select Data Model or Catalog.
  4. Use the Schedule options to specify when and how often to run the crawl.
    The index updates automatically as users add or modify content in the catalog.
    • Catalog crawl frequency: By default, a catalog crawl runs once a month. The minimum number of days you can specify between catalog crawls is 7 days.
    • Data model crawl frequency: By default, a data model (that is, semantic model) crawl runs once a day.

    In some cases you might want to schedule a crawl as needed (for example, after importing a BAR file or if automatic indexing didn't run).

  5. Select a language or hold down Ctrl to select multiple languages.
    Crawl results are added to the index in the languages you specify.
  6. Click Save icon to save your changes.

Monitor Search Crawl Jobs

Administrators can check the last time content was indexed and monitor the status of crawl jobs. You can stop any crawl job that is running, cancel the next scheduled crawl before it starts, or rerun a failed crawl.

The Crawl Job Status page shows information about the past, current, and the next scheduled crawl. In the Progress column, XSA indicates a dataset. If users report search issues, check the status of crawls to ensure that they're current. After a crawl is completed, users might have to wait a few minutes before they can locate the latest content.
  1. In the Oracle Analytics Home page, click the Navigator, and then click Console.
  2. In the Console under Configuration and Settings, click Search Index.
  3. Click Monitor Crawls.
  4. Look at the Status column to find out when the content was last crawled and when the next crawl is due.
  5. Click Cancel to stop a crawl job that is Running or Scheduled.

Rerun a Search Crawl Job

You can rerun a crawl with the status of Terminated or that displays progress totals of zero.

  1. In the Oracle Analytics Home page, click the Navigator, and then click Console.
  2. In the Console under Configuration and Settings, click Search Index.
  3. In the Data Model tab, deselect and then reselect the Enable Data Model Crawl checkbox.
  4. Click Save.
  5. In the Data Model tab, deselect and then reselect the Enable Data Model Crawl checkbox.
  6. Click the Monitor Crawls link and locate the scheduled job. The revised crawl runs in a few minutes time.

Certify a Dataset to Enable Users to Search It from the Home Page

You certify a dataset uploaded by a user so that other users can search it from the home page using the search bar.

As an administrator, you use certification to control how much compute time is consumed by indexing datasets, which can affect system performance. If your dataset is not already indexed, see Index a Dataset.

  1. From the Home page, click Navigator, click Data, then click Datasets.
  2. Hover over the dataset you’d like to certify, click Options Ellipsis with three vertical dots, then click Inspect.
    If you can't see Options, expand the size of your browser or scroll to the right-hand side of your device screen.
  3. On the General tab, click Certify.
  4. Click Save.