Definition

EndDefinition

Quick search

• It is configured by the administrator.
• Users simply enter the keyword before running the search.
• The search will be run on a set of previously defined objects called definitions, e.g. incidents, equipment, employees.
• Each definition is built using an interface and a set of tables and columns. The interface comprises a query that defines the search environment and that is made up of an menu, a menu option, a view and a filter. 
• The search will run on the set of definitions and return a list of the corresponding records grouped by object, e.g. a list of employees followed by a list of incidents and then by a list of equipment.
   

Advanced search

• It is configured by EasyVista.
• Users select a table and one of the table columns before entering the keyword and running the search. 
• Only the selected table will be searched. A list of the corresponding records will be displayed. If only one record is returned, the corresponding form will appear, e.g. a list of employees or the employee form.

Examples

• Advanced global search: Search for all employees whose name begins with mor
  • Select the Employees table.
  • Select the User name field from the list of fields available.
  • Enter mor.
             

• Simple global search: Search for all objects associated with the subject internet
  • Enter internet.
  • The search will automatically run on all objects defined by the administrator (e.g. employees, incidents, service requests, configuration items, etc.) in a set of tables and their columns (e.g. AM_Employee table, AM_Asset table, SD_Request table, etc.).
             

Notes

• The information returned by the global search depends on its configuration as well as the access rights of the logged-in user.
• You can use the AND operator to link search criteria. The search is not case-sensitive.

Advanced mode

• The search is run on only one table and one column in this table.
• The list of tables and columns available is defined by EasyVista and cannot be modified.
• If the table you want to search is different from the one used for the current menu, the search will automatically result in a change of menu.
   

Simple mode

• The search is run using definitions on a set of tables and columns related to objects.
• The list of tables and columns available is configured by the administrator.
• Only seven definitions can be created. Each is associated with an object.
• Each definition can contain a maximum of 10 search columns.
• The Employees definition, which is a list of employees that fulfills global search criteria, is automatically created during the Service Manager setup.
  • For technical reasons, you cannot delete certain interfaces but you can add new ones.
  • While running a global search, you can access a quick call directly in the definition by clicking .
• If the search is successful for a definition, only the first five records related to the object will be displayed in the results page.
• If the search is not successful for a definition, then nothing will be displayed in the results page.

Caution

• If users run a global search from a menu that is not configured in an interface, the system will automatically search the available interfaces that are accessible to users based on their profile, starting with the first one configured, to determine the configuration elements for the global search.
  • If an interface is returned, the search will result in a change of menu.
  • If no interface is returned, no search will be performed for the object.

Best Practice

• How to configure the simple global search:
  • Enter a descriptive name for each definition to help you identify the type of object searched for, e.g. Open Incidents or Problems.
  • Create the interfaces starting with the ones in which the global search should run first when users perform the search from a menu that is not configured in the definition.
  • If you define several interfaces for a given definition, you must ensure that the search tables are common to all of the interfaces.
  • Applying filters to interfaces can have an impact on performance.

• How to use the simple global search:
  • If you use a view with levels of analysis, only the first levels of analysis will be displayed in the results page. Users must then select the definition name to browse through different levels of analysis and access the list of records.
  • If the total number of records for the object is greater than five, then users must select the definition name to display the complete list of records.
  • To cancel the search criteria and return to the complete list of records, users must unselect the Active box in the Global Search section.

Screen description

Menu access to the configuration of the simple global search: Administration > Parameters > Global Search Studio

Interfaces: Used to specify, for a given definition (i.e. an object: Incident, Employee, ...), the different queries used for the global search, each of which is built using four elements:

• A menu e.g. Operation.
• An option in this menu for opening a list of records, e.g. employee directory. Note: Only the options defined for the selected menu will be proposed. The name of each option is followed by its name in the data model.

  example  All Incidents option; data model name HD_Incidents

• A view for selecting the display mode for the global search results. The display can be in List mode or by level of analysis. Note: When an interface is added, the view proposed is the default view associated with the menu option, e.g. Location view for the Equipment inventory menu option. You can modify it only by selecting another List view associated with the given menu option.
• A filter for restricting the information included in the search, e.g. open incidents. Note: When you add an interface, the filter proposed is the default filter associated with the menu option. You can modify it only by selecting another filter defined for the given menu option.

Search Columns: All of the tables and columns included in the global search. Note: You must ensure that the selected tables are common to all interfaces in the definition.

Procedure: How to configure the simple global search

1. Select Administration > Parameters > Global Search Studio in the menu.

2. Define the first object for the global search.

• Click Add Definition and enter the definition name and its translation in the required languages.
• Define an interface for the definition.
  • Click Add in the Interfaces section.
  • Select the menu you want and the associated menu option.
  • The view proposed is the default view defined for the menu option. Click  to select another view. Note: You can only select another List view defined for the menu option.
  • The filter proposed is the default filter defined for the menu option. Click  to select another filter. Note: You can select any another filter defined for the menu option.
• Specify the tables and columns for the new interface.
  • Click Add in the Search Columns section and select the table you want among those associated with the selected menu option. 
  • Click Add found below this table and select the first search column. You should repeat this procedure to define all of the search columns in the table.
  • Add the other tables associated with the interface.
• Specify the other interfaces associated with this object.

3. Similarly, you should define the other objects for the global search by clicking Add Definition.

4. Click Save to save the changes made.

5. Check that the global search configuration you defined works correctly.

• Go to any screen.
• Enter a keyword in the Global Search section corresponding to the definitions you just created and press Enter to run the search.
• Check that the results page displays the expected records grouped by definition object.