Indexing the Course File

This section provides steps to review data and identify how fields will be used for search in order to build a WebFOCUS procedure to create Magnify index libraries.

  1. Create a procedure to review all available data.
    1. In Developer Studio, create a project pointing to the sample directory, ibisamp, if not already created.
    2. In the ibisamp project, create a new procedure.
      • Right-click the Procedures folder, select New, and then Procedure.
      • Enter the file name courses_all.
      • Click the Open button.
    3. In the Procedure Viewer, create a Report object.
      • Click the diamond and select the Report object.

      • Select the course.mas Master file.
      • Click the Open button.

      • In Report Painter, add all the fields to the report canvas.
        • Double-click on the segment CRSELIST.

      • Click Save and then click Run.

    4. Identify fields to assign to the Magnify Category Tree.

      Note: Usually fields that make high-level groupings, typically those used as BY fields, make good categories. Although numerical values, like price, usually do not make good categories as is, they make excellent categories when converted to a range.

    5. Identify fields to make searchable from the Magnify search interface.

      Note: Searchable fields tend to be those that are alphanumeric strings, IDs, or any other data that is to be matched to searched terms.

    6. Close the Developer Studio Viewer.
    7. Close Report Painter.
    8. Close the Procedure Viewer window.
  2. Create a procedure to transform the data into search content.
    1. In the ibisamp project, create a new procedure.
      • Right-click the Procedures folder, select New and and then Procedure.
      • Enter the file name: courses_transform.
      • Click the Open button.
    2. In the Procedure Viewer, create a Define object.
      • Click the diamond and select the Define object.

      • Select the course.mas Master file.
      • Click the Open button.
    3. In the Define object, create fields to enrich the data, as defined in the table below.
    4. In the Procedure Viewer, create a Report object.
      • Click the diamond and select the Report object.
      • Select the course.mas Master file.
      • Click the Open button.
    5. In Report Painter, add the following fields:
  3. Update the procedure to feed data to the Magnify index library.
    1. In Procedure Viewer, create an Engine object.

      For more information, see Indexing Using the FORMAT MAGNIFY Command.

    2. In the Procedure Viewer, create a Set object.
      • Create the Set object before the Define object and after the Engine objects.
      • Click the diamond and select the Set object.

      • Double-click the Available Settings: ASNAMES.
      • Select the Current Value: MIXED.
      • Click the OK button.

      Note: You must set the ASNAMES setting to MIXED in order to preserve case-sensitivity. For more information, see Indexing Using the FORMAT MAGNIFY Command.

    3. In the Procedure Viewer, click Save and then click Run.
      • Select the Report object.
      • Click Save and then click Run.
      • Confirm no errors.
      • Confirm that raw data is modeled and enriched accordingly.
      • Close the browser.
    4. Change the output type in the Report object.
      • Double-click the Report object to open Report Painter.
      • Click the Options button on the toolbar.

      • Select the Output Format drop-down.
      • Expand the Unstyled Formats folder.
      • Select Format Magnify (MAGNIFY).
      • Click the Apply button and then click OK.

      • Click Save and then click Run.

      • Confirm that there are no errors.

    Note: If you receive an error message indicating that your Magnify server is not licensed for indexing, please contact your WebFOCUS administrator. For more information on this error message, see Magnify Error Handling.

  4. Once complete, review the search-based application generated.
    1. Open an Internet browser.
    2. Navigate to the Magnify search page:
      http://host:port/wfcontext_root/search

      where:

      host:port

      Is the machine name and port number where WebFOCUS is installed.

      wfcontext_root

      Is the WebFOCUS application root.

      Note:

      • By default, this can be http://localhost:8080/ibi_apps/search, however, this link can vary based on your WebFOCUS configuration.
      • Sample or default URLs are for informational purposes only and may not resolve correctly, if at all.

    3. Perform a search test by entering school in the Search box and clicking Search.

    4. Review the results returned and search to identify how the data has been applied to the Magnify search interface.
    5. Close the browser window.
    6. Close Report Painter.
    7. Close the Procedure Viewer window.

WebFOCUS