Setting Up Sources

Whilst the GreenOrbit installation includes a search source by default, defining a source will connect the search function with one or multiple sources such as Intranet DASHBOARD instances, external websites and shared drives. This means when a user performs a search within the intranet/extranet/portal, results can be returned from the company website and directory locations too. 

How To Add Source

Step 1 - Go to Administration > Utilities > Search then Source > Add Source

Step 2 - Once here you will be taken through a step by step Wizard to fill out the Details of adding a Source. 

1. The first step allows you to select a Source Type from the drop down list.  The drop down provides you with two options:
   1. Shared Drive 
   2. Website
      
      

 **Please note that the next step in the wizard is determined by the option selected from the source type**  

Step 3 - The next section is "Details".  Here you will need to enter the Details of the Source. There are help icons next to each field to assist you.  

If you select Website as the Source Type you will be required to follow a different set of steps  See steps below:

• Source Name: a defined name for the Source.
• Filter Name; a name which will be used to uniquely identify the source when creating Search filters under the search tab.
• Website URL; the website URL to be searched from. This can be from internal or external sites. 
• User Agent; this is used to identifying the browser accessing a web page when it is being indexed by search. Please do not change this unless you are sure of the correct value to change it to. 
• Indexing Start Page; first Web Page to be indexed. 
• Indexing Depth; Number of subdirectory levels to search from the Indexing Start Page. To index the entire site, please enter the maximum value of 255. 
• Search Bonus; Sources with a higher bonus will be given a higher priority in the Search Results. The values can range from 1.0 to 9.0. 
• Create Thumbnails; if this option is selected it will display a thumbnail for the more info dialog on the search results page. 

If you select Shared as the Source Type you will be required to follow the steps below:

• Source Name; a defined name for the Source. 
• Filter Name; a name which will be used to uniquely identify the source when creating Search filters under the search tab. 
• Search Bonus; Sources with a higher bonus will be given a higher priority in the Search Results. The values can range from 1.0 to 9.0. 
• Folder Path; The path to access the shared drive e.g. \\serverName\Folder 
• Alias; Alias will replace the Folder Path in the Search Result’s URL and must be in the format of a drive letter (e.g. C:\) or network folder (e.g. \\folderName\) 
• Indexing Depth; Number of subdirectory levels to search from the root directory specified in the Folder Path. To index the entire directory, please enter the maximum value of 255 
• Login Details; the login details that require you to access the shared drive on our domain 
  • User Name
  • Password 
  • Domain
  • Default Search Icon; if the thumbnail check box is not selected, the default icon will show up in the more info dialog 

Step 4 - Working with the Exclusions.  Enter the items that you wish to be excluded from the search results by selecting ADD URL and entering the Name and URL Path. 

Step 5 - Selecting Next and then Finish!

How To Edit Source

Step 1 - To Edit a Source, select Administration > Utilities > Search from the Application Explorer or from the Menu ‘Select Your Action:’, and then Source > Edit Source. You are now presented with a Source List in a data grid table.  

Step 2 - Select the Edit link next to the Source Type you wish to edit  

Step 3 - Select the Source or Exclusion tab to update and modify the details of the source.