Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Setting up the global search service (version 1.7)

Global search components

Deployed on separate servers:

rabbitmq – message broker.

elasticsearch – search engine.

mysql – database of global search component configuration.

redis – database used for caching and speed.

Deployed on a single server:

gs-web-api – web-service for global search component configuration.

gs-scheduler – scheduler of data indexing from Creatio into ElasticSearch.

gs-worker – component for indexing data from Creatio to ElasticSearch as per the scheduler tasks.

gs-worker-replay – component processing indexation results (gs-worker operation results).

gs-worker-single – component for targeted indexing of business process data in ElasticSearch upon a request from the business process.

gs-worker-single-replay – component processing indexing results (gs-worker operation results).

gs-worker-single-task – component for scheduling tasks for gs-worker-single.

gs-worker-queried-single-task – component for generating tasks for gs-worker-single.

Attention

To create a productive environment, we recommend deploying the ElasticSearch, RabbitMQ and MySQL components in fault-tolerant clusters. If the listed components are deployed separately, disable the deployment of these components in the Docker container via the RUN_RABBITMQ, RUN_ELASTICSEARCH and RUN_MYSQL variables.

To set up the components, download the source files. Download files.

Note

You can deploy all global search components on a single server for demonstration purposes. To do this, To do this, in the linux / onsite-custom-env file, set the RUN_RABBITMQ, RUN_ELASTICSEARCH, RUN_MYSQL variable values to "1".

List of ports used by global search components

Component name

Outgoing port

Incoming port

Notes

gs-web-api

6379

81

The incoming port is configured with the WEB_API_PORT variable

gs-web-indexing-service

5672

82

The incoming port is configured with the WEB_INDEXING_SERVICE_PORT variable

gs-worker

5672

9200

MSSQL or Oracle port

 

MSSQL or Oracle port - port communicating with the Creatio database

gs-worker-single

5672

9200

MSSQL or Oracle port

 

MSSQL or Oracle port - port communicating with the Creatio database

gs-scheduler

3306

5672

 

 

gs-worker-replay

3306

5672

 

 

gs-worker-single-task

3306

5672

6379

 

 

gs-worker-single-replay

3306

5672

 

 

rabbitmq

 

5672

 

elasticsearch

 

9200

 

mysql

 

3306

 

redis

 

6379

 

Global search setup procedure

1.Install Docker on a physical or virtual machine running Linux OS. Read more >>>

2.Install ElasticSearch. Read more >>>

3.Install RabbitMQ. Read more >>>

4.Set up MySQL. Read more >>>

5.Set up the container variables. Read more >>>

6.Install and run the Global Search Service components. Read more >>>

7.Enable the global search function in Creatio. Read more >>>

8.Populate the database with initial data. Read more >>>.

Note

Skip steps 2-4 for demo applications with all global search components installed on a single server.

Contents

Docker setup

Installing RabbitMQ

Installing ElasticSearch

Installing MySQL

Setting up container variables

Running containers with the Global Search Service components

Connecting global search service to Creatio

Initial population of the database

Docker setup

Install Docker to Linux OS to deploy global search components. The installation is covered in the Docker documentation.

Run the “docker-version” command on a Linux machine to verify the installed Docker version.

Installing RabbitMQ

Instructions on RabbitMQ cluster setup for Docker are available in the GitHub guide.

Instructions on RabbitMQ cluster setup without Docker are available in the RabbitMQ guide.

Installing ElasticSearch

1.Install ElasticSearch version 5.6.8. See the ElasticSearch documentation for more information on the setup procedure.

2.After installing ElasticSearch, install the plugin for morphology search. Download the current version of the Morphological Analysis Plugin for ElasticSearch using the following link. You can find the morphology plugin installation instruction in the ElasticSearch guide.

3.Add the following command to ElasticSearch docker file to install the plugin:

RUN bin/elasticsearch-plugin install http://dl.bintray.com/content/imotov/elasticsearch-plugins/org/elasticsearch/elasticsearch-analysis-morphology/5.6.8/elasticsearch-analysis-morphology-5.6.8.zip

Installing MySQL

Instructions on MySQL cluster installation for Docker are available in the Docker documentation.

Instructions on MySQL cluster setup without Docker are available in the MySQL guide.

Setting up container variables

All global search component containers are configured via a file with environment variables. The variables are contained in the Docker/linux/onsite-custom-env base file. Edit this file to set the values of variables,

Attention

During the update of global search containers, set the value of "1" for the CLEAR_ELASTICSEARCH_DATA, CLEAR_RABBITMQ_DATA, CLEAR_MYSQL_DATA variables in the Docker/linux/onsite-custom-env file.

Variable name

Details

Default value

GS_WORKER_DB_CONNECTION_STRING_PATTERN (for MS SQL)

Creatio database connection template. Specify the [DBLogin] user, the [DBPassword] password, the [DBServerName] Creatio database server (for example, dbserver\\mssql2016) and the [DBName] Creatio database name.

Since containers are run under Linux OS control, Windows does not support authorization. For authorization, create a new SQL user or use an existing one. When creating a password for the user, do not use the “$”, “@” и “#” characters.

Server=[DBServerName]; Database=[DBName]; User Id=[DBLogin]; Password=[DBPassword]; Connection Timeout=10

GS_WORKER_DB_CONNECTION_STRING_PATTERN (for Oracle)

 

Creatio database connection template. Change the GS_WORKER_DB_CONNECTION_STRING_PATTERN variable in the Docker/linux/oracle-env file for Creatio applications using the Oracle database.

The example of a variable value can be found in the Docker/linux/oracle-env file.

GS_WORKER_DB_CONNECTION_STRING_PATTERN (for PostgreSQL)

Creatio database connection template. Change the GS_WORKER_DB_CONNECTION_STRING_PATTERN variable in the Docker/linux/oracle-env file for Creatio applications using the Oracle database.

The example of a variable value can be found in the Docker/linux/oracle-env file.

GS_ES_URL

Internal host for ElasticSearch. For applications that have global search components deployed on different servers, specify a host for which ElasticSearch will be available.

For demo applications where all components of the global search are deployed on one server ((RUN_ELASTICSEARCH = 1), the internal host is available in the gs-web-api and gs-worker-xx docker containers.

http://elasticsearch:9200

GS_PUBLIC_ES_URL

The external elasticsearch host, ehich is used for access from Creatio.

If ElasticSearch is deployed in the DOCKER container (RUN_ELASTICSEARCH = 1) - specify the external host, or ip-address of the machine with DOCKER deployed.

http://[external.elasticSearchHostName]:9200

RUN_RABBITMQ

A container with RabbitMQ will run if the value is set to “1”. If you do not need to run the container with RabbitMQ, set the value to “0”.

1

RUN_ELASTICSEARCH

A container with ElasticSearch will run if the value is set to “1”. If you do not need to run the container with ElasticSearch, set the value to “0”.

1

RUN_MYSQL

A container with MySQL will run if the value is set to “1”. If you do not need to run the container with MySQL, set the value to “0”.

1

RUN_REDIS

A container with REDIS will run if the value is set to “1”. If REDIS is already deployed on an external server, set the value to “0”.

1

Set the values of the below listed parameters only if the RabbitMQ, ElasticSearch or MySQL components are deployed separately.

Parameter

Description

GS_ES_LOGIN

If ElasticSearch does not require base64 authorization, leave the parameter unpopulated.

GS_ES_PASSWORD

If ElasticSearch does not require base64 authorization, leave the parameter unpopulated.

GS_RABBITMQ_AMQP

Access to external RabbitMQ. You need to change the parameter if the RabbitMq component is deployed separately.

GS_DB_CONNECTION_STRING

MySQL connection string. Change this parameter in the Docker/linux/mysql-env file if the MySQL component is deployed separately.

  • Server=gs-mysql – host;

  • ser id=$MYSQL_USER – user;

  • pwd=$MYSQL_PASSWORD – password.

GS_REDIS_CONNECTION_STRING

Access to external REDIS. You need to change the parameter if the REDIS component is deployed separately.

Additional variables that control the data indexing parameters in ElasticSearch

Variable name

Details

Default value

GS_DB_BATCH_SIZE

The number of records that form the batch for an indexing bulk request on ElasticSearch.

2000 records

GS_DB_INCREMENT_DAYS

Number of days to be indexed per one iteration of the scheduler. The ModifiedOn columns of system records are used for comparison.

500

GS_DB_FILL_QUEUE_INTERVAL

The interval for collecting data from the Creatio database by a regular scheduler. The load of the Creatio database depends on how small this parameter is. However, the primary indexing will happen faster if this parameter is smaller.

30000

Running containers with the Global Search Service components

Attention

For the correct container operation, the UTC-time on the Linux machine with Docker installed should correspond to the UTC-time on the Creatio database server. The permissible deviation is up to five minutes. Otherwise, the global search may not index all records.

1.Copy the Docker folder from the application setup files to the linux machine.

2.Run the command.

For Creatio applications, deployed on MS SQL:

sh Docker/linux/run.sh mysql mssql 1.7.0 onsite

For Creatio applications, deployed on Oracle:

sh Docker/linux/run.sh mysql oracle 1.7.0 onsite

For Creatio applications, deployed on PostgreSQL:

sh Docker/linux/run.sh mysql postgre 1.7.0 onsite

Note

The "Error response from daemon: network with name net1 already exists” error may occur after restarting the sh Docker/linux/run.sh command, because the docker network named “net1” was created the at the time the command was run. This message is shown because the docker network with the “net1” name was created when you first started the command.

The following Docker volumes will automatically be mounted upon successful container running:

  • es1, if RUN_ELASTICSEARCH=1 (es-node1);

  • es2, if RUN_ELASTICSEARCH=1 (es-node2);

  • mysql, if RUN_MYSQL=1;

  • rabbitmq, if RUN_RABBITMQ=1.

Note

The “docker volume list” command displays the information about created volumes.
If one of the containers (MySQL, RabbitMQ or ElasticSearch) stops working, the data will be stored on external disk outside the Docker-container. You can learn more about volumes in the Docker guide.

Verifying successful running of containers

Enter the docker ps -a command in the console to see all the containers that have been run.

The following containers should be run:

  • gs-web-api;

  • gs-web-indexing-service;

  • gs-scheduler;

  • gs-worker:

gs-worker1;

gs-worker2;

gs-worker3;

  • gs-worker-replay;

  • gs-worker-single;

  • gs-worker-single-replay;

  • gs-worker-single-task;

  • gs-worker-queried-single-task;

  • ES, if RUN_ELASTICSEARCH = 1:

es-node1;

es-node2;

  • rabbitmq, if RUN_RABBITMQ = 1;

  • gs-mysql, if RUN_MYSQL = 1;

  • gs-redis, if RUN_REDIS=1.

Logging

By default, logging is performed during the “stdout” container command execution.

Note

docker logs --tail 100 gs-worker displays 100 last log strings from the gs-worker container.

Note

When you first run the global search components you may receive an error about the failed mysql or rabbitmq connection attempt in their logs. At startup, it is possible that mysql or rabbitmq containers are temporarily unavailable. In this case, continue the connection attempts until the message about the successful connection and start of the container is displayed in stdout: “Now listening on: http://[::]:80 Application started. Press Ctrl+C to shut down”.

Connecting global search service to Creatio

Actions on the server

To connect global search to Creatio, perform the following steps on the server:

1.Install the curl package for http queries.

apt-get install curl

2.Execute the AddSite API operation and specify the following:

[site name] – Creatio database name, for example, SalesTeamENU;

[gs-web-api] – external address of the gs-web-api container that was run earlier.

curl -v -X POST -d '{"ApiKey": "testKey", "SiteName": "[site name]"}' -H "Content-Type: application/json" http://[gs-web-api]:81/addsite

3.Perform the AddSearch API operation and specify the following:

[site name] – Creatio database name, for example, SalesTeamENU;

[gs-web-api] – external address of the gs-web-api container that was run earlier.

[default.json] – search template by default. Description of other available search templates is below:

curl -v -X POST -d '{"ApiKey": "testKey", "SiteName": "[site name]", "TemplateName": "default.json"}' -H "Content-Type: application/json" http://gs-web-api:81/addsearch

Note

The indicated query will return URL to the index created in ElasticSearch. Save the URL and use it in the system setting installation SQL script below.

Attention

To change the search template, perform the DeleteSearch and AddSearch actions. This will lead to full re-indexing of the site.

All the available search templates are listed in the table below:

 

Old template (version 1.6)

default.json

ngram_2.json

ngram_3.json

without_ngram.json

Search by partial match

+

+

+

Search by misspelled words

+

+

+

Search communication options by phone number (partial match)

+

+

+

+

Search communication options (partial match)

+

+

+

+

Search by word swapping

+

+

+

+

+

Search by exact match

+

+

+

+

+

Search by two characters

+

Average search speed (the lower the better)

 

13х

<1х

Index size at elasticsearch (the less the better)

 

2,5х

<1х

Primary indexing time (the less the better)

 

1,8х

1,4х

<1х

Settings on the Creatio side

For MS SQL DBMS:

1.Enable the Feature Toggle function of the global search (GlobalSearch, GlobalSearch_V2, GlobalSearchRelatedEntityIndexing) by running the following SQL script:

DECLARE @GS_REIndexingFeature NVARCHAR(50) = 'GlobalSearchRelatedEntityIndexing';
DECLARE @GS_REIndexingFeatureId UNIQUEIDENTIFIER = (SELECT TOP 1 Id FROM Feature WHERE
Code = @GS_REIndexingFeature);

DECLARE @GlobalSearchFeature NVARCHAR(50) = 'GlobalSearch';
DECLARE @GlobalSearchFeatureId UNIQUEIDENTIFIER = (SELECT TOP 1 Id FROM Feature WHERE Code = @GlobalSearchFeature);

DECLARE @GlobalSearchV2Feature NVARCHAR(50) = 'GlobalSearch_V2';
DECLARE @GlobalSearchV2FeatureId UNIQUEIDENTIFIER = (SELECT TOP 1 Id FROM Feature WHERE Code = @GlobalSearchV2Feature);
DECLARE @allEmployeesId UNIQUEIDENTIFIER = 'A29A3BA5-4B0D-DE11-9A51-005056C00008';

IF (@GlobalSearchFeatureId IS NOT NULL)
BEGIN
   IF EXISTS (SELECT * FROM AdminUnitFeatureState WHERE FeatureId = @GlobalSearchFeatureId)
     UPDATE AdminUnitFeatureState SET FeatureState = 1 WHERE FeatureId = @GlobalSearchFeatureId
   ELSE
     INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState, FeatureId) VALUES (@allEmployeesId, '1', @GlobalSearchFeatureId)
END
ELSE
BEGIN
  SET @GlobalSearchFeatureId = NEWID()
   INSERT INTO Feature (Id, Name, Code) VALUES (@GlobalSearchFeatureId, @GlobalSearchFeature, @GlobalSearchFeature)
   INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState, FeatureId) VALUES (@allEmployeesId, '1', @GlobalSearchFeatureId)
END

IF (@GlobalSearchV2FeatureId IS NOT NULL)
BEGIN
   IF EXISTS (SELECT * FROM AdminUnitFeatureState WHERE FeatureId = @GlobalSearchV2FeatureId)
     UPDATE AdminUnitFeatureState SET FeatureState = 1 WHERE FeatureId = @GlobalSearchV2FeatureId
   ELSE
     INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState, FeatureId) VALUES (@allEmployeesId, '1', @GlobalSearchV2FeatureId)
END
ELSE
BEGIN
  SET @GlobalSearchV2FeatureId = NEWID()
   INSERT INTO Feature (Id, Name, Code) VALUES (@GlobalSearchV2FeatureId, @GlobalSearchV2Feature, @GlobalSearchV2Feature)
   INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState, FeatureId) VALUES (@allEmployeesId, '1', @GlobalSearchV2FeatureId)
END

IF (@GS_REIndexingFeatureId IS NOT NULL)
BEGIN
 IF EXISTS (SELECT * FROM AdminUnitFeatureState WHERE FeatureId = @GS_REIndexingFeatureId)
  UPDATE AdminUnitFeatureState SET FeatureState = 1 WHERE FeatureId = @GS_REIndexingFeatureId
 ELSE
  INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState, FeatureId) VALUES (@allEmployeesId, '1', @GS_REIndexingFeatureId)
END
ELSE
BEGIN
SET @GS_REIndexingFeatureId = NEWID()
 INSERT INTO Feature (Id, Name, Code) VALUES (@GS_REIndexingFeatureId, @GS_REIndexingFeature, @GS_REIndexingFeature)
 INSERT INTO AdminUnitFeatureState (SysAdminUnitId, FeatureState, FeatureId) VALUES (@allEmployeesId, '1', @GS_REIndexingFeatureId)
END

2.Run the following script to set the system setting values (GlobalSearchUrl, GlobalSearchConfigServiceURL, and GlobalSearchIndexingApiUrl):

UPDATE SysSettingsValue
SET TextValue = [specify the URL to the ElasticSearch index, use a string of the following type - http://external.elasticsearch:9200/indexname]
WHERE SysSettingsId = (SELECT TOP 1 Id FROM SysSettings WHERE Code = 'GlobalSearchUrl')

UPDATE SysSettingsValue
SET TextValue = [specify URL to the Global Search Service, string of the following type - http://gs-web-api:81]
WHERE SysSettingsId = (SELECT TOP 1 Id FROM SysSettings WHERE Code ='GlobalSearchConfigServiceUrl')

UPDATE SysSettingsValue
SET TextValue = [specify URL to the Global Indexing Service, string of the following type - http://gs-web-indexing-service:82]
WHERE SysSettingsId = (SELECT TOP 1 Id FROM SysSettings WHERE Code ='GlobalSearchIndexingApiUrl')

3.Restart Creatio, flush Redis and log into the application.

For Oracle DBMS:

1.Enable the Feature Toggle function of the global search (GlobalSearch, GlobalSearch_V2, GlobalSearchRelatedEntityIndexing) by running the following SQL script:

CREATE OR REPLACE FUNCTION
generate_uuid return varchar2 is
   v_uuid varchar2(38);
   v_guid varchar2(32);
BEGIN
   v_guid := sys_guid();
   v_uuid := lower(
                '{' ||
                substr(v_guid, 1,8) || '-' ||
                substr(v_guid, 9,4) || '-' ||
                substr(v_guid, 13,4) || '-' ||
                substr(v_guid, 17,4) || '-' ||
               substr(v_guid, 21) ||
                '}'
               );
   RETURN v_uuid;
END;
/

DECLARE
 GS_REIndexingFeature VARCHAR(50) := 'GlobalSearchRelatedEntityIndexing';
GS_REIndexingFeatureId VARCHAR(38) := NULL;
GS_REIndexingFeatureId_GUID VARCHAR(38) := generate_uuid();

GlobalSearchFeature VARCHAR(50) := 'GlobalSearch';
 GlobalSearchFeatureId VARCHAR(38) := NULL;
 GlobalSearchFeatureId_GUID VARCHAR(38) := generate_uuid();
  GlobalSearchV2Feature VARCHAR(50) := 'GlobalSearch_V2';
 GlobalSearchV2FeatureId VARCHAR(38) := NULL;
 GlobalSearchV2FeatureId_GUID VARCHAR(38) := generate_uuid();
  allEmployeesId VARCHAR(38) := '{7F3B869F-34F3-4F20-AB4D-7480A5FDF647}';
 State_GlobalSearch VARCHAR(1) := NULL;
 State_GlobalSearchV2 VARCHAR(1) := NULL;
 State_GS_REI VARCHAR(1) := NULL;

BEGIN
  SELECT MAX("Id") INTO GlobalSearchFeatureId FROM "Feature" WHERE "Code" = GlobalSearchFeature AND rownum = 1;
  SELECT MAX("Id") INTO GlobalSearchV2FeatureId FROM "Feature" WHERE "Code" = GlobalSearchV2Feature AND rownum = 1;
SELECT MAX("Id") INTO GS_REIndexingFeatureId FROM "Feature" WHERE "Code" = GS_REIndexingFeature AND rownum = 1;

  SELECT MAX("FeatureState") INTO State_GlobalSearch FROM "AdminUnitFeatureState" WHERE "FeatureId" = GlobalSearchFeatureId AND rownum = 1;
  SELECT MAX("FeatureState") INTO State_GlobalSearchV2 FROM "AdminUnitFeatureState" WHERE "FeatureId" = GlobalSearchV2FeatureId AND rownum = 1;
  SELECT MAX("FeatureState") INTO State_GS_REI FROM "AdminUnitFeatureState" WHERE FeatureId" = GS_REIndexingFeatureId AND rownum = 1;

 IF (GlobalSearchFeatureId IS NULL) THEN
      INSERT INTO "Feature" ("Id", "Name", "Code") VALUES (GlobalSearchFeatureId_GUID, GlobalSearchFeature, GlobalSearchFeature);
      INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchFeatureId_GUID);
   ELSE
     IF (State_GlobalSearch IS NOT NULL) THEN
          UPDATE "AdminUnitFeatureState" SET "FeatureState" = 1 WHERE "FeatureId" = GlobalSearchFeatureId;
       ELSE
          INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchFeatureId_GUID);
     END IF;
 END IF;

 IF (GlobalSearchV2FeatureId IS NULL) THEN
      INSERT INTO "Feature" ("Id", "Name", "Code") VALUES (GlobalSearchV2FeatureId_GUID, GlobalSearchV2Feature, GlobalSearchV2Feature);
      INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchV2FeatureId_GUID);
   ELSE
     IF (State_GlobalSearchV2 IS NOT NULL) THEN
          UPDATE "AdminUnitFeatureState" SET "FeatureState" = 1 WHERE "FeatureId" = GlobalSearchV2FeatureId;
       ELSE
          INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchV2FeatureId_GUID);
     END IF;
 END IF;

IF (GS_REIndexingFeatureId IS NULL) THEN
  INSERT INTO "Feature" ("Id", "Name", "Code") VALUES (GS_REIndexingFeatureId_GUID,GS_REIndexingFeature, GS_REIndexingFeature);
  INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState","FeatureId") VALUES (allEmployeesId, '1', GS_REIndexingFeatureId_GUID);
 ELSE
 IF (State_GS_REI IS NOT NULL) THEN
  UPDATE "AdminUnitFeatureState" SET "FeatureState" = 1 WHERE "FeatureId" =GS_REIndexingFeatureId;
 ELSE
  INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState","FeatureId") VALUES (allEmployeesId, '1', GS_REIndexingFeatureId_GUID);
 END IF;
END IF;

END;

2.Run the following script to set the system setting values (GlobalSearchUrl, GlobalSearchConfigServiceURL, and GlobalSearchIndexingApiUrl):

DECLARE
 URL_SETTING_ID VARCHAR(38) := NULL;
 CONFIG_URL_SETTING_ID VARCHAR(38) := NULL;
 IND_API_SETTING_ID VARCHAR(38) := NULL;

 URL_VAL_ID VARCHAR(38) := NULL;
 CONFIG_URL_VAL_ID VARCHAR(38) := NULL;
 IND_API_VAL_ID VARCHAR(38) := NULL;

  SYS_ADMIN_UID VARCHAR(38) := '{A29A3BA5-4B0D-DE11-9A51-005056C00008}';

  ES_IND VARCHAR(500) := '[enter the URL to the ElasticSearch index, string of the following type - http://external.elasticsearch:9200/indexname]';
  CONFIG_URL VARCHAR(500) := '[enter the URL to the Global Search Service, string of the following type - http://gs-web-api:81]';
  IND_API_URL VARCHAR (500): = '[enter the URL to the Global Search Indexing Service, string of the following type - http://gs-web-indexing-service: 82]’
BEGIN
  SELECT "Id" INTO URL_SETTING_ID FROM "SysSettings" WHERE "Code" = 'GlobalSearchUrl';
  SELECT "Id" INTO CONFIG_URL_SETTING_ID FROM "SysSettings" WHERE "Code" = 'GlobalSearchConfigServiceUrl';
  SELECT "Id" INTO IND_API_SETTING_ID FROM "SysSettings" WHERE "Code" = 'GlobalSearchIndexingApiUrl';

  SELECT MAX("Id") INTO URL_VAL_ID  FROM "SysSettingsValue" WHERE "SysSettingsId" = URL_SETTING_ID;
  SELECT MAX("Id") INTO CONFIG_URL_VAL_ID  FROM "SysSettingsValue" WHERE "SysSettingsId" = CONFIG_URL_SETTING_ID;
  SELECT MAX("Id") INTO IND_API_VAL_ID  FROM "SysSettingsValue" WHERE "SysSettingsId" = IND_API_SETTING_ID;

 IF (URL_VAL_ID IS NULL)
   THEN
     INSERT INTO "SysSettingsValue"
       ("SysSettingsId", "SysAdminUnitId", "IsDef", "TextValue")
       VALUES
        (URL_SETTING_ID, SYS_ADMIN_UID, '1', ES_IND);
   ELSE
      UPDATE "SysSettingsValue" SET "TextValue" = ES_IND WHERE "SysSettingsId" = URL_SETTING_ID;
 END IF;

 IF (CONFIG_URL_VAL_ID IS NULL)
   THEN
     INSERT INTO "SysSettingsValue"
       ("SysSettingsId", "SysAdminUnitId", "IsDef", "TextValue")
       VALUES
        (CONFIG_URL_SETTING_ID, SYS_ADMIN_UID, '1', CONFIG_URL);
   ELSE
      UPDATE "SysSettingsValue" SET "TextValue" = CONFIG_URL WHERE "SysSettingsId" = CONFIG_URL_SETTING_ID;
 END IF;

 IF (IND_API_VAL_ID IS NULL)
   THEN
     INSERT INTO "SysSettingsValue"
       ("SysSettingsId", "SysAdminUnitId", "IsDef", "TextValue")
       VALUES
        (IND_API_SETTING_ID, SYS_ADMIN_UID, '1', IND_API_URL);
   ELSE
      UPDATE "SysSettingsValue" SET "TextValue" = IND_API_URL WHERE "SysSettingsId" = IND_API_SETTING_ID;
 END IF;
END;

3.Restart Creatio, flush Redis and log into the application.

For PostgreSQL DBMS:

1.Enable the Feature Toggle function of the global search (GlobalSearch, GlobalSearch_V2, GlobalSearchRelatedEntityIndexing) by running the following SQL script:

DO $$

DECLARE
    GlobalSearchFeature VARCHAR(50) := 'GlobalSearch';
   GlobalSearchFeatureId uuid;
    GlobalSearchV2Feature VARCHAR(50) := 'GlobalSearch_V2';
   GlobalSearchV2FeatureId uuid;
    GS_RelatedEntityIndexingFeature VARCHAR(50) :=   'GlobalSearchRelatedEntityIndexing';
   GS_RelatedEntityIndexingFeatureId uuid;
    allEmployeesId uuid := 'A29A3BA5-4B0D-DE11-9A51-005056C00008';

BEGIN

  SELECT "Id" INTO GlobalSearchFeatureId FROM "Feature"
  WHERE "Code" = GlobalSearchFeature
  LIMIT 1;
  IF (GlobalSearchFeatureId IS NOT NULL)
     THEN
          IF EXISTS (SELECT * FROM "AdminUnitFeatureState" WHERE "FeatureId" = GlobalSearchFeatureId) THEN
             UPDATE "AdminUnitFeatureState" SET "FeatureState" = 1 WHERE "FeatureId" = GlobalSearchFeatureId;
         ELSE
              INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchFeatureId);
         END IF;
  ELSE
      GlobalSearchFeatureId := uuid_generate_v4();
       INSERT INTO "Feature" ("Id", "Name", "Code") VALUES (GlobalSearchFeatureId, GlobalSearchFeature, GlobalSearchFeature);
       INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchFeatureId);
  END IF;

  SELECT "Id" INTO GlobalSearchV2FeatureId FROM "Feature”
  WHERE "Code" = GlobalSearchV2Feature
  LIMIT 1;
  IF (GlobalSearchV2FeatureId IS NOT NULL)
   THEN
        IF EXISTS (SELECT * FROM "AdminUnitFeatureState" WHERE "FeatureId" = GlobalSearchV2FeatureId) THEN
            UPDATE "AdminUnitFeatureState" SET "FeatureState" = 1 WHERE "FeatureId" = GlobalSearchV2FeatureId;
       ELSE
           INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchV2FeatureId);
       END IF;
  ELSE
      GlobalSearchV2FeatureId := uuid_generate_v4();
       INSERT INTO "Feature" ("Id", "Name", "Code") VALUES (GlobalSearchV2FeatureId, GlobalSearchV2Feature, GlobalSearchV2Feature);
       INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState", "FeatureId") VALUES (allEmployeesId, '1', GlobalSearchV2FeatureId);
  END IF;

  SELECT "Id" INTO GS_RelatedEntityIndexingFeatureId FROM "Feature" WHERE "Code" =GS_RelatedEntityIndexingFeature LIMIT 1;
 IF (GS_RelatedEntityIndexingFeatureId IS NOT NULL)
 THEN
  IF EXISTS (SELECT * FROM "AdminUnitFeatureState" WHERE "FeatureId" = Bulk_ES_DD_FeatureId) THEN
UPDATE "AdminUnitFeatureState" SET "FeatureState" = 1 WHERE "FeatureId" = GS_RelatedEntityIndexingFeatureId;
 ELSE
  INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState","FeatureId") VALUES (allEmployeesId, '1', GS_RelatedEntityIndexingFeatureId);
 END IF;
 ELSE
 GS_RelatedEntityIndexingFeatureId := uuid_generate_v4();
  INSERT INTO "Feature" ("Id", "Name", "Code") VALUES (GS_RelatedEntityIndexingFeatureId, GS_RelatedEntityIndexingFeature, GS_RelatedEntityIndexingFeature);
  INSERT INTO "AdminUnitFeatureState" ("SysAdminUnitId", "FeatureState","FeatureId") VALUES (allEmployeesId, '1', GS_RelatedEntityIndexingFeatureId);
 END IF;
END $$;

2.Run the following script to set the system setting values (GlobalSearchUrl, GlobalSearchConfigServiceURL, and GlobalSearchIndexingApiUrl):

UPDATE "SysSettingsValue"
SET TextValue = [specify URL to the ElasticSearch index, string of the following type - http://external.elasticsearch:9200/indexname]
WHERE "SysSettingsId" = (SELECT "Id" FROM "SysSettings" WHERE "Code" =
 'GlobalSearchUrl' LIMIT 1 );

UPDATE "SysSettingsValue"
SET TextValue = [specify URL to the Global Search Service, string of the following type - http://gs-web-api:81]
WHERE "SysSettingsId" = (SELECT "Id" FROM "SysSettings" WHERE "Code" = 'GlobalSearchConfigServiceUrl' LIMIT 1 );

UPDATE "SysSettingsValue"
SET TextValue = [specify URL to the Global Indexing Service, string of the following type - http://gs-web-indexing-service:82]
WHERE "SysSettingsId" = (SELECT "Id" FROM "SysSettings" WHERE "Code" = 'GlobalSearchIndexingApiUrl' LIMIT 1 );

3.Restart Creatio, flush Redis and log into the application.

Initial population of the database

The database is populated with system records once the GSS is launched. Prior to that, there is not even a database file, since the database is automatically generated.

See also

Global search

Deduplication FAQ

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