Index Configuration

IN THIS ARTICLE:

The Indexing Algorithm in Matter Analytics (MA) indexes documents separately from other analytics and reindexes document text and metadata when needed. Indexing also helps with searching and retrieving information more easily within a workspace.

If an MA Search Index is not built via the Indexing Algorithm (or if some documents are not included in the index that are in the Algorithm run), the index runs during the run algorithm. Separating search index management into its own algorithms targets documents sets for indexing without being affected by run-time or algorithm issues. 

WHO CAN PERFORM:

Workspace administrators with sufficient MA permissions for indexing.

NOTE: Before enabling indexing, ensure that the MA configuration for your workspace is complete. You cannot enable indexing without a complete MA configuration.

To open the Index Configuration settings, click the gear icon in the upper right-hand corner of the MA workspace and choose Index Configuration from the menu that opens.

The Fields to Index table shows all the available fields for indexing. To make changes to the index, click EDIT in the upper right-hand corner.

To add a field to your index, click the checkbox in the INCLUDE IN INDEX column for that field. Clicking the checkbox in the ALWAYS SEARCH field includes a field in searches. Click SAVE to save your changes.

NAME The name of a field.
FIELD TYPE

The type of text in a field:

  • Fixed-Length Text
  • Long Text
  • Single Choice
  • Date
FIELD CREATED The date and time a field is created.
CREATED BY The person on entity that created a field.
INCLUDE IN INDEX Includes the field in the index.
ALWAYS SEARCH

Includes the field in searches.

When performing non-specific searches without specifying any field names, the search includes all indexed fields (including those marked as ALWAYS SEARCH).

When performing specific searches within a particular field, you can specify the field name in your search query for targeted searches. This type of search is limited to the specified field only and ignores the ALWAYS SEARCH designation for other fields.

ALWAYS SEARCH can only be enabled for fields included in an index.

Any fields that cannot be indexed are greyed out.