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Configuring Elasticsearch Service

V9.2

Overview

The Case Search feature provides Google-like search capabilities. When the Case Search feature is enabled for a Hot Operations solution, users can search for any data related to the solution's cases. 

The search feature is enabled by the integration of Cora SeQuence with Elasticsearch.

Configuring search involves several procedures, including defining the searchable data, creating the search index, setting up indexing jobs, and connecting the the Hot Operations solution to the index. 

Configuring the Case Search feature involves the following steps:


StepsLocationPerformed by Documentation
1Define searchable fieldsJSON file
  • Cora SeQuence Administrator
  • DBA
Current article
2Enable change trackingCora SeQuence database
3Create connection stringAdministration site
  • Architect
  • Tech Lead
  • Developer

Setting Up Search for a Hot Operations Solution
4Set up indexing jobsAdministration site
5Enable search in FlowtimePowerShell function
6Select a search providerAdministration site

This article covers the first two configuration steps. The remaining steps are covered in this article.

Define retrievable data

Create a JSON for each Hot Operations solution for which you want to enable case search. The JSON file defines the fields of the Cora SeQuence database that will be indexed by Elasticsearch and can be retrieved by user's search. 

View an example of a JSON file.

If your implementation includes custom data that should be retrievable, you need to add the custom table's fields to the JSON.

Enable change tracking

To make sure that the Elasticsearch index is up to date with the latest data, you need to enable change tracking in the Cora SeQuence database. Change tracking enables applications to track changes to data and access information that is related to the changes. 

For details on how to configure change tracking, see this page.

Next steps

To continue the search configuration for a specific solution, see this article