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Adobe Search&Promote
Contents
Help Home.......................................................................................................................12
News and announcements..........................................................................................................................................12
User guide in PDF............................................................................................................................................................12
Whitepaper........................................................................................................................................................................12
Other information...........................................................................................................................................................12
Downloading user guide in PDF....................................................................................13
Contact and legal information......................................................................................14
Release notes..................................................................................................................15
Search&Promote 8.12.0 Release Notes (01/16/2014).........................................................................................15
Archive................................................................................................................................................................................16
Search&Promote 8.11.0 Release Notes (10/29/2013)..................................................................................................................16
Search&Promote 8.10.1 Release Notes (07/18/2013)..................................................................................................................17
Search&Promote 8.9.8 Release Notes (05/23/2013).....................................................................................................................17
Search&Promote 8.9.6 Release Notes (03/21/2013).....................................................................................................................18
Search&Promote 8.9.5 Release Notes (02/21/2013).....................................................................................................................18
Search&Promote 8.9.4 Release Notes (01/17/2013).....................................................................................................................19
Search&Promote 8.9.3 Release Notes (11/01/2012).....................................................................................................................20
Search&Promote 8.9.2 Release Notes (09/13/2012).....................................................................................................................21
Search&Promote 8.9.1 Release Notes (08/16/2012).....................................................................................................................21
Search&Promote 8.9 Release Notes (07/19/2012)........................................................................................................................21
Search&Promote 8.8.1 Release Notes......................................................................................................................................22
Search&Promote 8.8 Release Notes.........................................................................................................................................22
Search&Promote 8.7.2 Release Notes......................................................................................................................................23
Search&Promote 8.7.1 Release Notes......................................................................................................................................23
Search&Promote 8.7 Release Notes.........................................................................................................................................24
Getting Started...............................................................................................................25
Adobe Search&Promote Last updated 2/26/2014
Home...............................................................................................................................28
Using History...................................................................................................................30
Design..............................................................................................................................31
Facets...................................................................................................................................................................................31
Adding a new facet..................................................................................................................................................................................34
Adding a nested facet.............................................................................................................................................................................39
Editing a facet.............................................................................................................................................................................................39
Deleting a facet..........................................................................................................................................................................................40
About Facet Rail...............................................................................................................................................................41
Configuring a facet rail............................................................................................................................................................................41
Breadcrumbs.....................................................................................................................................................................43
Adding a new breadcrumb...................................................................................................................................................................44
Editing a breadcrumb.............................................................................................................................................................................45
Deleting a breadcrumb..........................................................................................................................................................................46
Page Navigation...............................................................................................................................................................46
Adding web page navigation...............................................................................................................................................................47
Editing web page navigation...............................................................................................................................................................48
Menus..................................................................................................................................................................................48
Adding a new menu................................................................................................................................................................................48
Editing a menu...........................................................................................................................................................................................51
Deleting a menu........................................................................................................................................................................................51
Configuring recent searches.......................................................................................................................................52
Recent searches options........................................................................................................................................................................52
Templates...........................................................................................................................................................................52
Adding a new presentation or transport template file...............................................................................................................58
Editing a presentation or a transport template.............................................................................................................................59
Copying a presentation or a transport template file...................................................................................................................60
Renaming a presentation or a transport template file................................................................................................................61
Deleting a presentation or a transport template file...................................................................................................................61
Previewing the presentation template minimized......................................................................................................................62
Reducing the page weight of a presentation template on your website............................................................................62
Adobe Search&Promote Last updated 2/26/2014
Contents
Setting the default presentation template file to use on your website................................................................................63
Previewing the XML of a transport template file..........................................................................................................................63
Banners...............................................................................................................................................................................64
Adding a banner.......................................................................................................................................................................................65
Editing a banner........................................................................................................................................................................................67
Adding a banner using Adobe Scene7.............................................................................................................................................68
Editing a banner using Adobe Scene7..............................................................................................................................................77
Deleting banners......................................................................................................................................................................................77
Previewing banners.................................................................................................................................................................................78
Pushing banners live...............................................................................................................................................................................78
Auto-Complete................................................................................................................................................................79
Configuring Auto-Complete.................................................................................................................................................................79
Configuring Auto-Complete Word List.............................................................................................................................................80
Configuring Auto-Complete CSS........................................................................................................................................................82
Previewing the search form as it would appear on your website...........................................................................................83
Copying the HTML code of the search form into the pages of your website.....................................................................83
Rules................................................................................................................................85
Query Cleaning Rules.....................................................................................................................................................85
Adding a query cleaning rule...............................................................................................................................................................86
Editing a query cleaning rule................................................................................................................................................................88
Deleting a query cleaning rule.............................................................................................................................................................89
Changing the order that query cleaning rules run.......................................................................................................................89
Direct Hits...........................................................................................................................................................................90
Configuring direct hits............................................................................................................................................................................90
Testing direct hits.....................................................................................................................................................................................91
Pre-Search Rules..............................................................................................................................................................91
Adding a new pre-search rule..............................................................................................................................................................92
Editing a pre-search rule........................................................................................................................................................................95
Deleting a pre-search rule.....................................................................................................................................................................95
Changing the order that pre-search rules run...............................................................................................................................96
Post-Search Rules............................................................................................................................................................96
Adding a new post-search rule............................................................................................................................................................98
Editing a post-search rule....................................................................................................................................................................100
Adobe Search&Promote Last updated 2/26/2014
Deleting a post-search rule.................................................................................................................................................................101
Changing the order that post-search rules run...........................................................................................................................101
Business Rules................................................................................................................................................................102
Adding a new business rule...............................................................................................................................................................103
Editing a business rule..........................................................................................................................................................................108
Copying a business rule.......................................................................................................................................................................110
Approving business rules....................................................................................................................................................................110
Suspending business rules.................................................................................................................................................................110
Enabling business rules........................................................................................................................................................................111
Changing the order that business rules run.................................................................................................................................111
Deleting business rules........................................................................................................................................................................112
Applying a Target campaign to multiple business rules.........................................................................................................112
Adding a new Target campaign........................................................................................................................................................113
Target Campaigns........................................................................................................................................................114
Viewing a Target Campaign Summary Report............................................................................................................................114
Selecting a Target Winning Experience.........................................................................................................................................114
Ranking Rules.................................................................................................................................................................115
Configuring Ranking.............................................................................................................................................................................115
About ranking documents by age...................................................................................................................................................116
Adding a ranking rule...........................................................................................................................................................................120
Editing a ranking rule............................................................................................................................................................................125
Deleting a ranking rule.........................................................................................................................................................................125
Adding a ranking rule group..............................................................................................................................................................126
Editing a ranking rule group..............................................................................................................................................................127
Deleting a ranking rule group...........................................................................................................................................................127
Reviewing ranking rule groups.........................................................................................................................................................128
Testing ranking rules.............................................................................................................................................................................128
Adjusting the weight associated with ranking rules.................................................................................................................129
Linguistics.....................................................................................................................130
Dictionaries.....................................................................................................................................................................130
Adding a new dictionary.....................................................................................................................................................................132
Enabling or disabling a dictionary...................................................................................................................................................133
Editing a dictionary................................................................................................................................................................................134
Adobe Search&Promote Last updated 2/26/2014
Contents
Renaming a dictionary.........................................................................................................................................................................136
Configuring a dictionary as a stemming dictionary..................................................................................................................136
Searching across dictionaries.............................................................................................................................................................137
Deleting a dictionary.............................................................................................................................................................................137
Words & Language.......................................................................................................................................................138
Configuring how search terms are matched to your web content......................................................................................138
Did You Mean.................................................................................................................................................................140
Configuring Did You Mean.................................................................................................................................................................141
Query Expansion Overrides.......................................................................................................................................143
Configuring Query Expansion Overrides.......................................................................................................................................144
Excluded Words.............................................................................................................................................................145
Configuring Excluded Words.............................................................................................................................................................146
Common Phrases..........................................................................................................................................................147
Adding a Common Phrase Group....................................................................................................................................................147
Testing a Common Phrase..................................................................................................................................................................148
Finding groups that contain particular words in a phrase......................................................................................................149
Editing a Common Phrase Group.....................................................................................................................................................149
Renaming a Common Phrase Group...............................................................................................................................................150
Deleting a Common Phrase Group..................................................................................................................................................150
Simulator.......................................................................................................................152
Using the Simulator.....................................................................................................................................................152
Simulator page options........................................................................................................................................................................152
Staging..........................................................................................................................154
Viewing live settings....................................................................................................................................................155
Pushing stage settings live........................................................................................................................................155
Deleting stage-live settings from a central location........................................................................................155
Reports..........................................................................................................................156
Viewing the Terms Report or the Null Search Terms Report........................................................................156
Data Views.......................................................................................................................................................................157
Adding a data view................................................................................................................................................................................157
Adobe Search&Promote Last updated 2/26/2014
Editing a data view.................................................................................................................................................................................157
Copying a data view..............................................................................................................................................................................159
Deleting a data view..............................................................................................................................................................................160
Viewing a data view...............................................................................................................................................................................160
Setting up SiteCatalyst Report Suites....................................................................................................................160
Viewing the Search Request Report or the Content Requests Report......................................................161
Viewing the Search Index Size Report...................................................................................................................162
Viewing the Crawl Performance Report or the Staged Crawl Performance Report.............................162
Viewing the Change Log............................................................................................................................................163
Alerts..................................................................................................................................................................................163
Viewing alerts..........................................................................................................................................................................................164
Index..............................................................................................................................165
Index Overview..............................................................................................................................................................165
Full Index..........................................................................................................................................................................165
Setting the full index schedule for a live website.......................................................................................................................165
Running a full index of a live or staged website.........................................................................................................................166
Viewing the full index log of a live or staged website..............................................................................................................167
Incremental Index.........................................................................................................................................................167
Configuring an incremental index of a staged website...........................................................................................................167
Setting the incremental index schedule for a live website.....................................................................................................172
Running an incremental index of a live or staged website.....................................................................................................172
Viewing the incremental index log of a live or staged website............................................................................................172
Scripted Index................................................................................................................................................................173
Configuring a scripted incremental index....................................................................................................................................177
Setting the scripted incremental index schedule for a live website....................................................................................178
Running a scripted incremental index of a live or staged website......................................................................................178
Viewing the scripted incremental index log of a live or staged website...........................................................................178
Regenerate Index..........................................................................................................................................................179
Regenerating the index of a live or staged website..................................................................................................................179
Viewing the regenerated index log of a live or staged website............................................................................................180
Re-Rank Index.................................................................................................................................................................180
Re-ranking the index of a live or staged website........................................................................................................................180
Adobe Search&Promote Last updated 2/26/2014
Contents
Viewing the re-ranked index log of a live or staged website.................................................................................................181
Remote Control for Indexing....................................................................................................................................181
Configuring Remote Control for indexing....................................................................................................................................183
Rollback for indexes.....................................................................................................................................................184
Configuring the rollback archiving schedule of indexes.........................................................................................................185
Activating an archived index.............................................................................................................................................................185
Viewing the log of all index rollbacks.............................................................................................................................................185
Settings.........................................................................................................................186
Crawling...........................................................................................................................................................................186
URL Entrypoints......................................................................................................................................................................................186
URL Masks.................................................................................................................................................................................................188
Date Masks................................................................................................................................................................................................192
Passwords..................................................................................................................................................................................................196
Content Types.........................................................................................................................................................................................198
Connections.............................................................................................................................................................................................199
Form Submission....................................................................................................................................................................................200
Index Connector.....................................................................................................................................................................................204
Searching.........................................................................................................................................................................221
Searches.....................................................................................................................................................................................................221
Pinned Results Keyword Manager...................................................................................................................................................228
Collections................................................................................................................................................................................................232
Restrictions...............................................................................................................................................................................................233
Preview.......................................................................................................................................................................................................236
Feeds...........................................................................................................................................................................................................237
Metadata..........................................................................................................................................................................252
Definitions.................................................................................................................................................................................................252
Injections...................................................................................................................................................................................................258
Attribute Loader.....................................................................................................................................................................................262
Filtering............................................................................................................................................................................275
Filtering Script.........................................................................................................................................................................................275
Initialization Script.................................................................................................................................................................................281
Termination Script.................................................................................................................................................................................286
URL Masks.................................................................................................................................................................................................290
Adobe Search&Promote Last updated 2/26/2014
Content Types in Filtering...................................................................................................................................................................291
Rewrite Rules..................................................................................................................................................................292
Crawl List Store URL Rules...................................................................................................................................................................292
Crawl List Retrieve URL Rules.............................................................................................................................................................298
Crawl Title Rules......................................................................................................................................................................................304
Search URL Rules....................................................................................................................................................................................309
Search Title Rules....................................................................................................................................................................................315
SiteCatalyst......................................................................................................................................................................319
Setting up SiteCatalyst metrics authentication...........................................................................................................................320
SiteCatalyst Report Suites...................................................................................................................................................................321
Configuring advanced SiteCatalyst options.................................................................................................................................326
SAINT Classification Feeds..................................................................................................................................................................327
SEO.....................................................................................................................................................................................330
Configuring a search results word list............................................................................................................................................331
Configuring a browse pages word list............................................................................................................................................332
Configuring an item detail word list................................................................................................................................................333
Previewing the SEO meta tags that you configured.................................................................................................................333
My Profile.........................................................................................................................................................................334
Configuring your personal user information...............................................................................................................................334
Configuring your preferences............................................................................................................................................................334
Changing your login password.........................................................................................................................................................335
Canceling your login.............................................................................................................................................................................336
Viewing your access privileges..........................................................................................................................................................336
Account Options...........................................................................................................................................................337
Configuring your account settings..................................................................................................................................................337
Configuring integration with Adobe CQ5.....................................................................................................................................338
Configuring Merchandising preferences.......................................................................................................................................338
Configuring access to your Adobe Test&Target account..............................................................................................339
Configuring access to your Adobe Scene7 account..................................................................................................................340
Configuring SiteCatalyst Redirector................................................................................................................................................341
Configuring root files............................................................................................................................................................................342
Transferring account ownership to another account user.....................................................................................................343
Removing an account...........................................................................................................................................................................344
Removing yourself from an account...............................................................................................................................................344
Adobe Search&Promote Last updated 2/26/2014
Contents
Users..................................................................................................................................................................................345
Viewing account users..........................................................................................................................................................................345
Adding account users...........................................................................................................................................................................346
Viewing the roles that exist for an account..................................................................................................................................346
Editing a role............................................................................................................................................................................................347
Adding a new role to an account.....................................................................................................................................................347
Configuring role membership...........................................................................................................................................................348
Accounts........................................................................................................................350
Selecting a different account to use......................................................................................................................350
Appendices...................................................................................................................351
Date Formats..................................................................................................................................................................351
Regular Expressions.....................................................................................................................................................353
Proximity search............................................................................................................................................................356
Templates........................................................................................................................................................................358
Presentation template tags................................................................................................................................................................358
Transport template tags......................................................................................................................................................................384
Search template tags............................................................................................................................................................................387
Managing multiple search templates for your website...........................................................................................................417
CGI Parameters..............................................................................................................................................................418
Search CGI parameters.........................................................................................................................................................................418
Backend search CGI parameters.......................................................................................................................................................421
Search Forms..................................................................................................................................................................439
Using collections in search forms.....................................................................................................................................................439
Using frames with forms......................................................................................................................................................................441
Sample advanced search form..........................................................................................................................................................444
Guided Search XML Output......................................................................................................................................458
About Guided Search XML Output..................................................................................................................................................458
Frequently Asked Questions.....................................................................................................................................496
MP3..............................................................................................................................................................................................................496
General search.........................................................................................................................................................................................498
International.............................................................................................................................................................................................504
Adobe Search&Promote Last updated 2/26/2014
PDF...............................................................................................................................................................................................................506
Adobe Flash..............................................................................................................................................................................................508
Microsoft Office.......................................................................................................................................................................................510
Low page count......................................................................................................................................................................................511
Too many pages.....................................................................................................................................................................................514
Adobe Search&Promote Last updated 2/26/2014
Contents
Help Home
News and announcements
Be the first to know! Get the latest Adobe Marketing Cloud product updates and maintenance releases sent directly to your
email. Subscribe to Adobe Priority Product Update at the following:
http://response.adobesystemsinc.com/content/customer-success-subscription
The latest Adobe Search&Promote release notes:
Release notes
User guide in PDF
Search&Promote User Guide
Whitepaper
Understanding and Designing Index Connector Feeds in Adobe Search&Promote
Other information
Adobe Search&Promote web site
Industry Insights The Adobe blog for digital marketing.
Contact us
12 Help Home
Downloading user guide in PDF
You can download the user guide in PDF. The content of the guide is identical to the content found in the respective online
Help system.
Search&Promote User Guide
13 Downloading user guide in PDF
Contact and legal information
Information to help you contact Adobe and to understand the legal issues concerning your use of this product and documentation.
Help & Technical Support
The Adobe Marketing Cloud Customer Care team is here to assist you and provides a number of mechanisms by which they
can be engaged:
Check the Marketing Cloud help pages for advice, tips, and FAQs
Ask us a quick question on Twitter @AdobeMktgCare
Log an incident in our customer portal
Contact the Customer Care team directly
Check availability and status of Marketing Cloud Solutions
Service, Capability & Billing
Dependent on your solution configuration, some options described in this documentation might not be available to you. As
each account is unique, please refer to your contract for pricing, due dates, terms, and conditions. If you would like to add to
or otherwise change your service level, or if you have questions regarding your current service, please contact your Account
Manager.
Feedback
We welcome any suggestions or feedback regarding this solution. Enhancement ideas and suggestions for the Analytics suite
can be added to our Customer Idea Exchange.
Legal
2014, Adobe
All rights reserved.
Published by Adobe Systems Inc.
Terms of Use | Privacy Center
A trademark symbol (
. Unlike a static image file, a template can include parameters. Through parameters, you can customize
variable image properties and image content.
64 About the Design menu
Note: You can also create templates from layout-based designs by using Template Publishing in Scene7 Publishing System
and files from Adobe Illustrator and Adobe InDesign.
See Template Publishing in the Scene7 Publishing System User Guide.
A template can contain any number of image layers and text layers. You can convert a static file containing layers, such as a
layered PSD file, into a template, or create templates in Scene7. You can create text layers in templates using fonts that you
uploaded into Scene7 Publishing System. After you add text to a template, you can format it by changing its justification, fonts,
font size, and color.
Using the Parameters screen in Scene7, you can convert any aspect of a template to an addressable parameter. In so doing, you
can change which layered image to use or what text value to use in your template. Parameters are passed with the URL string,
allowing you to change any parameter to dynamically customize the reply image generated from the image server.
You can learn more about how to use Scene7 to create templates and parameterize the properties on the layers so you can use
them in banners.
See Template Basics in the Scene7 Publishing System User Guide.
Uploading and publishing of assets
You must upload and publish assets in Scene7 before you can use them for banners in site search/merchandising. This prerequisite
also includes any assets that an image template or a Flash template uses. Use your Scene7 account to upload and publish digital
assets. Or, you can use site search/merchandising to upload a digital asset and then have Scene7 automatically publish it for you
based on your upload settings. If you attempt to pick an asset that is not yet uploaded and published, you are notified in the user
interface and given the option of uploading it before proceeding.
You can learn more about uploading and publishing of digital assets using Scene7 Publishing System.
See Upload and Publish Assets in the Scene7 Publishing System User Guide.
Note: To use the upload functionality in the Scene7 asset viewer, be sure that the Scene7 account you use has the role of
"SPS Company Admin" already set.
See Administration Setup in the Scene7 Publishing System User Guide.
Changing Scene7 Template Parameters in a Banner using Business Rules
If you added a Scene7 asset as a banner, you can use Visual Rule Builder in Business Rules to add it to any banner area on your
website. For example, you add the banner to your search results pages, just as you would any other banner. You can also override
the default parameter values in Scene7 templates by customizing them to your specific needs. This kind of functionality lets you
customize Scene7 templates with different marketing messages and hyperlinks to different endpoints.
See also Adding a new business rule.
See also Editing a business rule.
Adding a banner
You can use Banners to manage the banner ads and where they are placed on your website. When you add a banner you are
externally referencing the image by way of HTML code snippets that are displayed at search time.
If you have a valid Adobe Scene7 account, you can add banner ads by way of the Scene7 Publishing System.
See Adding a banner using Adobe Scene7.
65 About the Design menu
See Configuring access to your Adobe Scene7 account.
To add a banner
1. On the product menu, click Design > Banners.
2. On the Banners page, in the Add Banner drop-down list, select HTML code.
3. In the Add Banner dialog box, set the options that you want.
See Banner options.
4. Click Save.
5. (Optional) Do one of the following:
On the Banners page, click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings
Click Push Live.
See Pushing stage settings live
Banner options
A table that describes the options that are available on the Add Banner and Edit Banner dialog boxes.
Description Option
Required. Identifies the name of your banner. The name is used to refer to the banner when you add it
in the Visual Rule Builder in Business Rules. The name does not appear in the banner itself.
Name
See Adding a new business rule.
Lets you paste the HTML code that is associated with the banner. Banner HTML
Any HTML code is acceptable, including CSS code that is surrounded by <style> tags, or JavaScript
code that is surrounded by <script> tags. For example, the following block of code is for a text banner
of the type Horizontal top :
<div style="width: 684px; background-image:
url('http://www.brough.com/blackb.gif');
padding-top: 10px; padding-bottom: 10px; color: white; font-family: verdana;
text-align: center; font-size: 20px;"> Sound Study ships free! </div>
In the following example, the block of code is for a full splash image:
<img src='http://geometrixx.com/images/GEOAds/geometrixx-beauty-home-01.jpg'
border="0" />
Specifies the following types of banners: Type
[new type]
Lets you specify the type of banner you want, including the dimensions and the name.
66 About the Design menu
Description Option
Full splash
The set dimension of this type of banner is 680 pixels wide, and 650 pixels high. You can optionally
specify the name of the type, or accept the default name which is the name of the banner type itself.
Horizontal top
The banner is positioned across the top area of your website. This type is useful if you intend to add
hyperlinks to the left or to the right of the banner. The set dimension of this type of banner is 468 pixels
wide, and 60 pixels high. You can optionally specify the name of the type, or accept the default name
which is the name of the banner type itself.
Horizontal top - Full width
This type is the default when you add a new banner. The banner is positioned across the top area of
your website and takes up the full width of the page. The set dimension of this type of banner is 670
pixels wide, and 150 pixels high. You can optionally specify the name of the type, or accept the default
name which is the name of the banner type itself.
Adds tags or "keywords" that you want to associate with the banner. If you use many banners, adding
tags can help you to refine your banner search so you can quickly locate just the right banner for your
needs. You can also delete any tags that you have added.
Tags
See also Editing a banner.
Editing a banner
Use Edit Banner to change such things as the banner name, banner HTML, the banner type, and any associated tags.
If you added a banner using site search/merchandising, you also edit the banner using Adobe Scene7.
See alsoEditing a banner using Adobe Scene7.
To edit a banner
1. On the product menu, click Design > Banners.
2.
On the Banners page, click above a banner thumbnail that you want to edit.
3. On the Edit Banner page, set the options that you want.
See Banner options.
4. When you are finished editing the banner, click Save.
5. (Optional) Do one of the following:
On the Banners page, click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
67 About the Design menu
Adding a banner using Adobe Scene7
You can use Banners to manage the banner ads on your website. When you add a banner using Adobe Scene7, you can choose
from any digital asset that you have uploaded to the Scene7 Publishing System.
To add a banner using Adobe Scene7, be sure that you have configured access to your valid Scene7 account.
See Configuring access to your Adobe Scene7 account.
To add a banner using Adobe Scene7
1. On the product menu, click Design > Banners.
2. On the Banners page, in the Add Banner drop-down list, click Adobe Scene7.
3. In the Pick an Asset dialog box, in the left pane, use the navigation options in the user interface to locate the folder that
contains the digital asset that you want to use for a banner.
See Pick an Asset options and Change Parameter options.
(Optional) If the digital asset that you want to use for a banner is not available in the selected folder, you may need to upload
it. Click Upload, and then select the file and options that you want. The file is uploaded to the selected folder.
See Upload options.
Note: If you want to use the upload functionality in the Scene7 asset viewer, be sure that the Scene7 account you use
has the role of "SPS Company Admin" already set.
See Administration Setup in the Scene7 Publishing System User Guide.
4. In the right pane, click the image, template, or Flash file that you want.
The Pick An Asset pop-up window appears.
5. (Optional) In the Pick An Asset pop-up window, in Actions drop-down list, do any one of the following:
Click Move. In the Select a folder to move to dialog box, select the folder where you want to move the digital asset. Click
Move.
You can also select multiple digital assets that you want to move to another folder.
Click Delete. In the Delete Selected Assets dialog box, click Delete.
You can also select multiple digital assets that you want to delete from the folder.
Click Rename. In the Enter a new name for dialog box, in the text field, type a new name for the digital asset. Click Rename.
6. (Optional) Depending on the digital asset that you selected, in the left pane of the Pick an Asset pop-up window, set the
options that you want.
See Pick an Asset options and Change Parameter options.
7. Click the asset to select it for use as a banner.
8. (Optional) Do one of the following:
On the Banners page, click History to revert any changes you have made.
Click View Live Settings.
Click Push Live.
68 About the Design menu
Pick an Asset options and Change Parameter options
Tables that describe the navigation and digital asset options on the Pick an Asset dialog box and the Change Parameters dialog
box when you add or edit a banner using Adobe Scene7, respectively.
With the exception of asset navigation options, all other options are dependent on the digital asset that you selected to add or
edit.
Asset navigation options
Properties options
Banner Link options
Modify Links option
Replace Text options
Parameters options
Toggle Layer Visibility options
Asset navigation options
Use the asset navigation options to locate an asset that you want to use for a new banner in site search/merchandising. The
navigation options apply to all types of selected digital assets.
Note: The asset navigation options do not appear when you edit the banner in the Change Parameters dialog box.
See Editing a banner using Adobe Scene7.
Description Navigation option
Lets you select the Scene7 account for your particular company
from the drop-down list and also navigate the digital asset
folders within that account.
When you select a folder, the right pane of the Pick an Asset
dialog box shows you all the available digital assets that are
contained within that folder.
Lets you move forward or backward through your folder
navigation history.
Refreshes the list of digital assets that are displayed for a selected
folder.
You may need to click this control if you move, delete, or
rename a selected asset using the Actions drop-down list.
69 About the Design menu
Description Navigation option
Displays digital assets in a list view. The list displays each asset's
associated icon or thumbnail image, file name, digital asset
type, dimensions, (where applicable), and the date it was last
edited.
The grid view displays digital assets in the selected folder as
icons, thumbnails, or both.
In the list view, you can move, delete, or rename a selected
digital asset.
In the grid view, you can move or delete one or more selected
digital assets.
Opens the Upload dialog box where you can upload a selected
digital asset from your desktop or from an external server so
that you can use it as a banner.
After you upload the asset, a publish job is automatically
schedule for you in Scene7 Publishing System.
See Upload options.
You can learn more about uploading and publishing of digital
assets using Scene7 Publishing System.
See Upload and Publish Assets in the Scene7 Publishing System
User Guide.
Lets you search for a digital asset by keyword or search by file
location within the selected folder and its associated sub-folders.
When you click the search field, it automatically adds an
optional filter field for you.
Adds another asset filter so you can further refine the list of
displayed digital assets by type or by a specific date.
Refine the list of displayed digital assets to show only those by
a certain type such as Flash, Image, Template, or Any.
Click to delete the filter from the search.
Refine the list of displayed digital assets to show only those
created or edit before a certain date or after a certain date.
Click to delete the filter from the search.
70 About the Design menu
Description Navigation option
Lets you drag the slider left or right to reduce or enlarge the
entire view of the digital assets pane, respectively.
Properties options
The Properties options appear if you chose a Flash template, image template, or an image. Depending on the digital asset you
chose, not all options are available.
Description Properties option
The descriptive name of the template or image, without any
blank spaces. You may want to optionally include the image-size
specification in the name to help users further identify the asset.
Name
Identifies the format of the image, or image template. Format
You can choose from the following formats:
jpeg
png
png-alpha
gif
gif-alpha
This option does not apply to Flash templates.
Controls the compression level of JPEG or GIF format images.
This setting affects both file size and image quality. The quality
scale is 1100.
Quality
When you drag the slider left or right, the image in the preview
window is updated to reflect the change in quality.
This option does not apply to Flash templates.
Specifies the width of the digital asset, in pixels. This dimension
is the width at which the asset is seen by customers who visit
your website.
Width
This option does not apply to Flash templates.
Specifies the height of the digital asset, in pixels. This dimension
is the height at which the asset is seen by customers who visit
your website.
Height
This option does not apply to Flash templates.
71 About the Design menu
Banner Link options
The Banner Link options appear only if you chose an image or an image template for your banner.
Description Banner Link option
Specifies the URL address that you want the banner to link to
when a customer clicks the image.
Link URL
If you do not want the banner to link to anything, leave the
Link URL field blank.
Specifies where to open the linked banner such as a new
browser window or a new tab.
Target
Modify Links option
The Modify Links option appears only if you chose a Flash template for your banner.
Description Modify Links option
Lets you edit the URL link field that is used in the Flash
template.
Replace Text options
The Replace Text options appear only if you chose a Flash template for your banner that has editable text layers.
Any changes you make to text in the Flash template are reflected in the Preview window.
Note: If you add a search and replace command to replace "cow" with "apple", and then create a second command to replace
"apple" with "orange", the second command does not take affect.
Description Replace Text option
Adds a search and replace field.
Deletes a Search and Replace field and restores the previously
used text.
Lets you enter a search term for non-linked text within the
layers of the Flash template.
Search
Lets you specify the text that you want to insert in place of the
text you are searching for.
Replace
72 About the Design menu
Description Replace Text option
When you press Enter in this field, the preview window is
updated with your replacement text.
Parameters options
Parameters options appear only if you chose an image template or a Flash template for your banner. The actual parameter
options vary depending on how the template was created and parameterized in Scene7 Publishing System. For example, your
template may parameterized fields that let you change such things as text, font style, price, special codes used for free shipping,
the size of the image within the banner, or even browse for a different image to use.
Note: Be aware that any changes you make to parameters can be overridden by business rules. The parameters only serve
as defaults when no business rules are created that would otherwise change the parameters.
See Adding a new business rule.
See Editing a business rule.
Toggle Layer Visibility options
The Toggle Layer Visibility option applies only if you chose a Flash template for your banner.
Description Toggle Layer Visibility option
Lets you turn on or off the visibility of the various layers that
make up the Flash template file.
Each time you turn the visibility of a layer on or off, the preview
window is refreshed to update the display.
Upload options
A table that describes the basic and advanced options that are available when you upload a digital asset for use as a banner.
Note: If you want to use the upload functionality in the Scene7 asset viewer, be sure that the Scene7 account you use has
the role of "SPS Company Admin" already set.
See Administration Setup in the Scene7 Publishing System User Guide.
Basic options
Advanced options
Basic options
Description Option
Lets you browse to the file that you want to upload, publish, and then select for use as a banner. Browse
73 About the Design menu
Description Option
Files that you upload replace existing files with the same filename, within the selected folder. Overwrite
Lets you choose what email notification you get for the upload, or you can choose to not be notified for
anything related to the upload job.
E-mail Preference
Advanced options
When you upload PostScript (EPS) or Illustrator (AI) image files, you can format them in various ways. You can rasterize the
files, convert them to FXG for Template Publishing, maintain the transparent background, choose a resolution, and choose a
color space.
PSD (Photoshop Document files) are most often used in Scene7 to create templates. When you upload a PSD file, you can create
a Scene7 template automatically from the file (select the Create Template option).
Scene7 Publishing System creates multiple images from a PSD file with layers if you use the file to create a template; it creates
one image for each layer.
Description Option Option group name
Lets you choose from the following options: Color Profile Color Profile Options
Convert to SRGB
Converts to SRGB (Standard Red Green Blue). SRGB is the recommended
color space for displaying images on web pages.
Keep Original Color Space
Retains the original color space.
Create a mask for the image based on its clipping path information. This
option applies to images created with image-editing applications in which
a clipping path was created.
Create Mask From
Clipping Path
Image Editing Options
Rasterize option converts vector graphics in the file to bitmap format. Processing PostScript Options
Illustrator Options
Determines the resolution setting. This setting determines how many pixels
are displayed per inch in the file. The default is 150.
Resolution Postscript Options
Illustrator Options
Lets you choose a color space for the Illustrator file. The RGB color space
is preferable for online viewing.
Color Space PostScript Options
Illustrator Options
You can choose from the following color space options:
Detect Automatically
Retains the color space of the PDF file.
74 About the Design menu
Description Option Option group name
Force as RGB
Converts to the RGB color space.
Force as CMYK
Converts to the CMYK color space.
Force as Grayscale
Converts to the Grayscale color space.
Maintains the background transparency of the file. Maintain transparent
background
PostScript Options
Illustrator Options
Rips the layers in the PSD, if any, into individual assets. The asset layers
remain associated with the PSD.
Maintain layers Photoshop Options
Creates a template from the layers in the PSD file. Create Template Photoshop Options
Extracts the text so that customers can search for keywords within a banner. Extract Text Photoshop Options
Extends the size of ripped image layers to the size of the background layer. Extend Layers Photoshop Options
Layers in the PSD file are uploaded as separate images. You can select from
the following options to decide how you want to name these images in the
Scene7 Publishing System:
Layer Naming Photoshop Options
Use layer name from PSD file
Names the images after their layer names in the PSD file. For example,
a layer named Price Tag in the original PSD file becomes an image
named Price Tag. However, if the layer names in the PSD file are default
Photoshop layer names (Background, Layer 1, Layer 2, and so on), the
images are named after their layer numbers in the PSD file, not their
default layer names.
Use PSD file name and append number
Names the images after their layer numbers in the PSD file, ignoring
original layer names. Images are named with the Photoshop filename
and an appended layer number. For example, the second layer of a file
called Spring Ad.psd is named Spring Ad_2 even if it had a
non-default name in Photoshop.
Use PSD filename and layer name or number
Names the images after the PSD file followed by the layer name or layer
number. The layer number is used if the layer names in the PSD file are
default Photoshop layer names. For example, a layer named Price Tag
75 About the Design menu
Description Option Option group name
in a PSD file named SpringAd is named Spring Ad_Price Tag. A
layer with the default name Layer 2 is named Spring Ad_2.
Create folder based on the PSD filename
Creates a folder for the layer images using the filename of the PSD.
Specify how images are anchored in templates that are generated from the
layered composition produced from the PSD file.
Anchor Photoshop Options
By default, the anchor is the center. A center anchor allows replacement
images to best fill the same space, no matter the aspect ratio of the
replacement image. Images with a different aspect that replace this image,
when referencing the template and using parameter substitution, effectively
occupy the same space. Change to a different setting if your application
requires the replacement images to fill the allocated space in the template.
Rasterize option rips the pages in the PDF file and converts vector graphics
to bitmap images.
Processing PDF Options
Determines the resolution setting. This setting determines how many pixels
are displayed per inch in the PDF file. The default is 150.
Resolution PDF Options
Lets you choose a color space for the PDF file. Most PDF files have both
RGB and CMYK color images. The RGB color space is preferable for online
viewing.
Color Space PDF Options
You can choose from the following color space options:
Detect Automatically
Retains the color space of the PDF file.
Force as RGB
Converts to the RGB color space.
Force as CMYK
Converts to the CMYK color space.
Force as Grayscale
Converts to the Grayscale color space.
Automatically creates an eCatalog from the PDF file. The eCatalog is named
after the PDF file you uploaded.
Auto-Generate eCatalog
from multiple page PDF
PDF Options
Extracts words from the PDF file so that the file is searchable by keywords. Extract keywords PDF Options
See also Pick an Asset options and Change Parameter options.
76 About the Design menu
Editing a banner using Adobe Scene7
Use Edit Banner to change the properties and parameters of a banner that you have added using Adobe Scene7.
If you added a banner by adding HTML code, you edit the banner using site search/merchandisng instead.
See also Editing a banner.
To edit a banner using Adobe Scene7
1. On the product menu, click Design > Banners.
2.
On the Banners page, click above a banner thumbnail that has a S7 icon in the lower-left corner of the banner window.
3. On the Change Parameter page, set the options that you want.
See Pick an Asset options and Change Parameter options.
4. When you are finished editing the banner, click Save.
5. (Optional) Do one of the following:
On the Banners page, click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Deleting banners
You can delete staged banners that you no longer need or want to use either one at a time, or as a group.
To delete banners
1. On the product menu, click Design > Banners.
2. (Optional) Do one or more of the following:
On the Banners page, select the banner type you want to find from the Find banner of type drop-down list. If desired,
specify a tag name in the with tag text field, or a banner type name in the with name text field. Click Find.
On the Sort drop-down list, select how you want the list of banners ordered.
On the Show drop-down list, select the number of banners that you want to load into the current page that you are
viewing.
3. Do one of the following:
In the upper-left corner of any banner box, click the checkbox of each banner that you want to delete.
On the upper-bar of the Banners page, check Select all to select every banner that is loaded on the currently displayed
page.
4. On the Bulk Actions drop-down list, click Delete.
5. In the Confirmation Action dialog box, click OK.
6. (Optional) Do one of the following:
On the Banners page, click History to revert any changes you have made.
77 About the Design menu
See Using the History option.
Click View Live Settings.
See Viewing live settings
Click Push Live.
See Pushing stage settings live
Previewing banners
You can browse banners that you have added to the Banners page to view their full-size. Any CSS in the template that affects
the banner is not shown.
To preview banners
1. On the product menu, click Design > Banners.
2. (Optional) Do one or more of the following:
On the Banners page, select the banner type you want to find from the Find banner of type drop-down list. If desired,
specify a tag name in the with tag text field, or a banner type name in the with name text field. Click Find.
On the Sort drop-down list, select how you want the list of banners ordered.
On the Show drop-down list, select the number of banners that you want to load into the current page that you are
viewing.
3. On the Banners page, click a banner thumbnail to view its full size.
4. Do one of the following:
In the banner preview dialog box, click the left or right arrow to navigate and view the full-size banners that you have
added.
Click the close button to dismiss the banner preview dialog box, and return to the Banners page.
Pushing banners live
You can push one or more selected banners live to your website.
Or, if you prefer, you can push live all changes to any banner, using the Push Live option near the bottom of the Banners page.
See Pushing stage settings live.
To push banners live
1. On the product menu, click Design > Banners.
2. (Optional) Do one or more of the following:
On the Banners page, select the banner type you want to find from the Find banner of type drop-down list. If desired,
specify a tag name in the with tag text field, or a banner type name in the with name text field. Click Find.
On the Sort drop-down list, select how you want the list of banners ordered.
On the Show drop-down list, select the number of banners that you want to load into the current page that you are
viewing.
3. Do one of the following:
In the upper-left corner of any banner box, click the checkbox of each banner that you want to delete.
78 About the Design menu
On the upper-bar of the Banner page, check Select all to select every banner that is loaded on the currently displayed
page.
4. On the Bulk Actions drop-down list, click Push live.
5. In the Confirmation Action dialog box, click OK.
6. (Optional) On the Banners page, click History to revert any changes you have made.
See Using the History option.
About Auto-Complete
You can configure various areas of Auto-Complete to control the generation of the auto-complete enabled search form, and the
file autocomplete_data.js, which is included as a part of the auto-complete enabled search form.
The file autocomplete_data.js is regenerated and published to the search content network each time there are changes
that the Auto-Complete Setup page has saved.
Configuring Auto-Complete
You can configure and setup the options that control the generation of the auto-complete enabled search form, and the file
autocomplete_data.js.
After you configure auto-complete, you can view the resulting HTML source for review. The HTML source is what you copy
and paste into the pages of your website.
See Previewing the search form as it would appear on your website.
See Configuring Auto-Complete Word List.
See Configuring Auto-Complete CSS.
To configure Auto-Complete
1. On the product menu, click Design > Auto-Complete > Auto-Complete Setup.
2. On the Auto-Complete Setup page, set the options that you want.
See Auto-Complete Setup options.
3. Click Save Changes.
4. (Optional) Do one of the following:
Click History to revert any changes that you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Auto-Complete Setup options
A table that describes the options that are available on the Auto-Complete Setup page.
79 About the Design menu
See Configuring Auto-Complete.
See Previewing the search form as it would appear on your website.
Description Option
Specifies the maximum number of items to display in the auto-complete suggestions list. Maximum suggestions
Specifies the number of characters that a customer must type into the auto-complete search
form before it displays suggestions.
Minimum input characters
Specifies the maximum number of previously requested auto-complete suggestions to cache
in the customer's browser. Generally, you should leave this setting at the default of 1000.
Maximum cache entries
While you can completely disable browser caching by setting this option to 0, it is not
recommended.
Adds a cosmetic drop-shadow to the auto-complete suggestions list. Display shadow
Specifies the "name" attribute of the auto-complete enabled search form's "form" tag. For
example,
Form name
<form name="SiteSearch" method="get"
action="http://sp1004337c.guided.t1.atomz.com" target="_blank">
where SiteSearch is the name attribute of the form tag.
Specifies the ID attribute of the auto-complete enabled search form's "div" tag. For example, Div tag ID
<div id="autocomplete">
where autocomplete is the attribute of the div tag.
Specifies the ID attribute of the auto-complete enabled search form's "input" tag. For example, Input tag ID
<input type="text" id="q" name="q" />
whereq is the id attribute of the input tag.
Configuring Auto-Complete Word List
Configure the list of words and phrases that Auto-Complete displays to a customer as suggestions.
See Configuring Auto-Complete.
See Configuring Auto-Complete CSS.
To configure Auto-Complete Word List
1. On the product menu, click Design > Auto-Complete > Auto-Complete Word List.
2. On the Auto-Complete Word List page, set the options that you want.
See Auto-Complete Word List options.
80 About the Design menu
3. Click Save Changes.
4. (Optional) Do any of the following:
Click History to revert any changes that you have made.
Click Preview Word List to save any changes you have made, and then open Auto-Complete Word List Preview page
where you can review the auto-complete suggestions list. Use the navigation options near the top of the page to review
and refine the displayed list. When you are done, click Close to return to the Auto-Complete Word List page.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Auto-Complete Word List options
A table that describes the options that are available on the Auto-Complete Setup page.
See Configuring Auto-Complete Word List.
See Previewing the search form as it would appear on your website.
Description Option
Controls the time period for the inclusion of words and phrases from a customer's
recent searches.
Popular Searches Period
Controls the maximum number of searched words and phrases to include in the
auto-complete word list. The top words and phrases, which are also the most popular,
are included.
Maximum Search Count
Each field name defines the name of one field for which to include indexed values.
Use + and - to add or remove field names.
Field Name
Defines the maximum count of field values that are allowed for the selected field
name. The top values, which are also the most referenced, are included.
Maximum Value Count
The auto-complete word list is populated with the words and phrases that are listed
in this area.
Add these words and phrases
Click Edit to see the list or to add word and phrases to the list. When you are finished,
click Save Changes.
Entries in this area are not displayed in the auto-complete word list. Remove these words and phrases
Click Edit to see the list or to add word and phrases to the list. When you are finished,
click Save Changes.
81 About the Design menu
Description Option
Regular expressions are allowed in this list. To specify a regular expression in this list,
start the line with regexp followed by a single space, followed by the regular
expression. Any lines in the word list that match the regular expression are removed.
Important: You should only use regular expressions only if you have previously
worked with them in other applications.
See Regular Expressions.
Duplicate entries in the auto-complete word list that differ only by alphabetic
uppercase/lowercase are removed; all word list entries are forced to lowercase.
Ignore Case
If you want the Auto-Complete suggestions to appear "first letter capitalized" or "all
caps", add the text-transform : capitalize; or text-transform
: uppercase; CSS text properties to the Auto-Complete CSS content, under "/*
styles for result item */".
See Configuring Auto-Complete CSS.
Auto-complete word list is automatically regenerated after each successful account
re-index.
Update on Re-Index
Configuring Auto-Complete CSS
Use Auto-Complete CSS to configure the auto-complete cascading style sheet that you want to use.
Auto-Complete CSS controls the content of autocomplete_styles.css, which is included as a part of the auto-complete
enabled search form. The CSS you specify here controls the visual presentation of the auto-complete suggestion list. For an
example of the visual presentation ideas that are possible, see the following:
http://developer.yahoo.com/yui/examples/autocomplete/ac_skinning.html.
Configuring Auto-Complete Word List.
Configuring Auto-Complete.
When you are finished configuring Auto-Complete CSS, you can preview the search form to see if the CSS that you specified is
acceptable in appearance and layout.
See Previewing the search form as it would appear on your website.
Important: To apply your custom auto-complete CSS, you need to remove the comment tags from the second line that appears
in the HTML code. Then you move the same line to within the head section of the page that contains the search form.
See Copying the HTML code of the search form into the pages of your website.
To configure Auto-Complete CSS
1. On the product menu, click Design > Auto-Complete > Auto-Complete CSS.
2. In the Auto-Complete CSS text field, paste or type the cascading style sheet information that you want to associate with the
auto-complete suggestion list.
3. Click Save Changes.
82 About the Design menu
4. (Optional) Do any of the following:
Click History to revert any changes that you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Previewing the search form as it would appear on your website
Based on your configuration of Auto-Complete and Auto-Complete CSS, you can preview how the search form appears if you
were to add the HTML code to your website.
See Configuring Auto-Complete.
See Configuring Auto-Complete CSS.
See Copying the HTML code of the search form into the pages of your website.
See Using collections in search forms.
See Using frames with forms.
See Sample advanced search form.
See Advanced search form HTML code.
See Advanced search form template code.
To preview the search form as it would appear on your website
1. On the product menu, click Design > Auto-Complete > Search Form.
2. (Optional) Click HTML code to see the HTML that you copy and paste into the pages of your website.
Copying the HTML code of the search form into the pages of your website
Based on your configuration of Auto-Complete and Auto-Complete CSS, you can preview how the search form appears if you
were to add the HTML code to your website.
See Configuring Auto-Complete.
See Configuring Auto-Complete CSS.
See Copying the HTML code of the search form into the pages of your website.
See Using collections in search forms.
See Using frames with forms.
See Sample advanced search form.
See Advanced search form HTML code.
See Advanced search form template code.
To copy the HTML code of the search form into the pages of your website
83 About the Design menu
1. On the product menu, click Design > Auto-Complete > Form Source.
2. (Optional) Do any of the following:
If you configured auto-complete CSS and want the styles applied to the search form, remove the comment tags from the
second line that appears in the HTML code. Next, move the same line to within the head section of the page that contains
the search form.
For maximum performance, move the tags that are listed at the bottom of the HTML code and place them at the bottom
of the body section of each page that contains the search form.
3. Copy the code and paste it in the web pages of your website where you want the search form to appear.
84 About the Design menu
About the Rules Menu
Use the Rules menu to create rules that transform your customers' Search experience.
About Query Cleaning Rules
Use Query Cleaning Rules to analyze and modify the incoming query.
This feature is often used when you want to modify site search/merchandising behavior. For example, you could change a blank
search to a popular keyword instead of a "*" search, thus promoting a popular product. You can also use query cleaning rules
to perform a direct hit, where you redirect to a URL. This can be particularly useful when you detect that someone is searching
for a product SKU and you want to skip the search and redirect to that product's page. Query Cleaning can also mine the query
and set custom variables that can be used in later processing flow steps. Query cleaning rules are executed in sequence for every
query. To alter the order of your rules you can use drag-and-drop. The actual order is not changed until you save it.
The query cleaning rules in a query cleaning module are examined to determine if any of the query parameters must be modified
or if any custom variables must be set. Each query cleaning rule consists of two main elements: the rule's actions and optional
conditions. An unlimited number of rules and conditions can be specified. The order of these rules is important, as site
search/merchandising loops through the rule set rule by rule. When a rule's conditions match, all the associated actions are
performed.
After query cleaning is completed, the resulting CGI parameters are used going forward. Any custom variables that were set are
available for use by later stages in the processing flow. By default, the system automatically removes leading and trailing white
space from the query term.
About Query Cleaning Conditions
Conditions are optional. If you decide that actions are specified for every query, the actions are always taken. Conditions can
be based on any CGI query parameter, existing cookie, or custom variable that a previous rule has set. It is considered "best
practice" for the first query cleaning rule to run for every query, where it defines and initializes all of the custom variables you
plan to use.
About Query Cleaning Actions
All of the actions within a query cleaning rule that has matching conditions are exercised. Actions typically consist of an operation,
the data on which to perform the operation, and the value to use.
See Query Cleaning Rule options.
About Redirects
The Direct-Hits interface lets you define a set of redirects based on the incoming query term. Redirects within Query Cleaning
extends this idea. However, redirects give you finer granularity on when a redirect takes place via specifying conditions and lets
you redirect to a dynamic URL rather than a static URL. When you select the redirect action, the row is updated to have a text
box where you specify the URL you would like to redirect to. In the URL, you can specify variables or parameters that you would
like to substitute via enclosing them in double curly brackets. Custom variables are of higher precedence than CGI parameters
in the substitution.
85 About the Rules Menu
About Last Rule
Examples
Assume you have a clothing retail store with a website. If the user clicks Search without any search terms, you want to return a
search against jeans, because that's what you are internationally known for. You also want to parse the query term for a gender
so that you can create a pre-search rule later, based on the custom variable that uses a different presentation template for each
gender.
On condition:
query q equal
Perform the following actions:
Set query parameter q to value jeans
On condition:
Query q matches regular expression wom[e|a]n[s]|girl[s]
Perform the following actions:
Add custom variable gender
Set custom variable gender to value female
On condition:
Query q matches regular expression men[s]|boy[s]
Perform the following actions:
Add custom variable gender
Set custom variable gender to value male
MegaElectronic is a large electronics store. From analyzing their search data, MegaElectronic has noticed that many their savvy
customers often search for a product using the product's SKU, rather than returning a search result for the single product,
MegaElectronic would like to redirect to the web page associated with that SKU.
On condition:
query q matches regular expression ^\D\D\D-\d\d\d\d$
Perform the following actions:
redirect to http://www.megaelectronic.com/?sku={{q}}
Adding a query cleaning rule
You can define rules that clean-up or edit the incoming search query from a customer.
You can only select templates that currently exist. If you do not have any templates, you must first define them.
See About Templates.
To add a query cleaning rule
1. On the product menu, click Rules > Query Cleaning.
2. On the Query Cleaning Rules page, click Add New Rule.
3. In the Name field, type the name of the new query cleaning rule.
4. On the Add Query Cleaning Rule page, use the drop-down lists and text fields to build out your query.
See Query Cleaning Rule options.
5. Click Add.
6. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
86 About the Rules Menu
Click Push Live.
See Pushing stage settings live.
Query Cleaning Rule options
A table that describes the options that are available on the Add Query Cleaning Rule page and the Edit Query Cleaning Rule
page.
Description Option
An HTTP cookie. You can define conditions based on cookies
that are associated with your domain. Or, you can set a cookie
Cookie
that is written with outgoing search results. Cookies name and
values must be Uniform Resource Identifier encoded.
A user-defined variable. Add, delete, or set an unlimited amount
of user-defined variables. You can reference any user-defined
variables here within Pre-Search Rules and Post-Search Rules.
Custom Variable
Read-only variables set by the internal system that you can
check. The following system variables are supported:
System Variable
hostname
The name of the server host.
uri
The requested uri without the query string.
args
The entire query string.
environment
"Stage" or "live" depending on whether the incoming query
was sent to your staged or live environment.
referrer
The URL that the customer came from.
user agent
The "user-agent" string of the customer's browser.
CGI parameters passed to the query. Query Parameter
Incoming query parameters eventually get translated into
backend parameters that are used to perform the search.
Backend Parameter
See Backend search CGI parameters.
87 About the Rules Menu
Description Option
Backend parameters do not show up on navigation elements.
As a result, you can hide any additional parameters that you
want to apply to a search from your customers. Actions on
backend parameters are late-binding; that is, they are applied
just before the search is sent.
Special CGI parameters associated with a given facet. Facet
Lets you specify which ranking rule to use in the search. This
option only appears when you have some ranking fields and
ranking rules defined.
Rank
The search engine automatically detects what store the user is
in based on the host name or the gs_store query parameter,
Store
with the latter having precedence. You can create conditions
off of the store. In query cleaning only, you can also use an
action to over-ride the current store.
When the conditions are met for a rule that has last rule set,
the query cleaning processing module does not perform any
Last Rule
additional rules after the action of the matching rule. This is
useful when you have set actions that will cause a later rule to
match but you do not want the later rule to fire. Note that, if a
rule's action is to perform a redirect, the redirect takes place
immediately, so it essentially acts as if the last rule were set.
Turns off the running of the rule but does not delete the rule. Suspend
Editing a query cleaning rule
You can edit existing query cleaning rules that you have added to the Query Cleaning Rules page.
To edit a query cleaning rule
1. On the product menu, click Rules > Query Cleaning.
2. On the Query Cleaning Rules page, under the Actions column of the table, click Edit for the associated rule that you want
to edit.
3. On the Edit Query Cleaning Rule page, use the drop-down lists and text fields to build out your query.
See Query Cleaning Rule options.
4. Click Save Changes.
5. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
88 About the Rules Menu
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Deleting a query cleaning rule
You can delete query cleaning rules that you no longer need or use.
When you delete a rule, the order that the remaining rules run is adjusted automatically to account for the deletion.
To delete a query cleaning rule
1. On the product menu, click Rules > Query Cleaning.
2. On the Query Cleaning Rules page, under the Actions column of the table, click Delete for the associated rule that you
want to delete.
3. In the Confirmation dialog box, click OK.
4. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Changing the order that query cleaning rules run
You can reorder query cleaning rules to change the order in which they run on presentation templates.
Query cleaning rules run in the order that they were defined. The higher a rule's order number, the later it runs in the process,
trumping earlier rules. You reorder rules by entering a new number in the Order column of the table on the Query Cleaning
Rules page. You can also use drag-and-drop on rules to change their run order.
To change the order that query cleaning rules run
1. On the product menu, click Rules > Query Cleaning.
2. On the Query Cleaning Rules page, do one of the following:
Click the Order column header to sort the rules in ascending or descending order.
In the Order column, in the text field to the left of a query cleaning rule name, type the order number that you want the
rule to run.
Drag-and-drop a table row to the position that you want the rule to run. All the order numbers are updated to reflect
the new order in which the rules run.
3. Click Save Changes.
4. (Optional) Do one of the following:
Click History to revert any changes you have made.
89 About the Rules Menu
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
About Direct Hits
Direct hits let you redirect a customer to a specified URL when the customer searches for a matching term. This kind of
functionality lets you improve the navigation of the search of your website.
Direct hits consist of two main elements: the URL of your website, and one or more comma-delimited search terms. Direct hits
are specified as follows:
website_URL: term
website_URL: term, term, term
For example, suppose that you have a corporate website with a page that specifies all of your terms and conditions. When a
customer searches for your terms and conditions, rather than showing the results, you can redirect the customer to your terms
and conditions page.
http://www.omniture.com/policies.asp?article=terms: terms and conditions, terms, conditions,
security
http://www.omniture.com/press/news.asp: press releases, press
If the query term does not match any direct hits, search results are returned in the usual manner.
Configuring direct hits
You can specify search terms that redirect a web browser to a URI instead of returning search results.
Blank lines and comment lines beginning with a '#' (hash) character are permitted.
To configure direct hits
1. On the product menu, click Rules > Direct Hits.
2. In the Direct Hits field, enter the URL of your website, and one or more comma-delimited search terms.
3. Click Save Changes.
4. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
90 About the Rules Menu
Testing direct hits
Before you push direct hit rules live, you can test direct hits by entering a term.
If you test a term that is not covered by a direct hit rule, a message is displayed letting you know. Under such a scenario, if the
direct hit rule was live on your website, search results would be returned as usual. If you test a term that is covered by a direct
hit rule, a message is displayed letting you know that a redirect to the specified URL has occurred.
To test direct hits
1. On the product menu, click Rules > Direct Hits.
2. In the Test Direct Hits field, enter a search term, and then click Test.
3. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
About Pre-Search Rules
Use Pre-Search Rules to analyze the incoming query and determine which presentation template to use. Pre-Search Rules are
executed in sequence for every query. To alter the order of your rules you can use drag-and-drop. The actual order does not
change until you save it.
Pre-Search Rules are typically used to select which presentation template displays the results based on the incoming query. More
advanced features can be used to alter the query that is used for a search that is being done for a presentation template. You can
add, delete, or change the value of query parameters as needed. For every incoming query a pre-search-processing module
examines the pre-search rules to determine if the query is modified and what presentation template is used. Each Pre-Search
Rule consists of two main elements: the rule's actions and optional conditions. You can specify an unlimited number of rules
and conditions. The order of these rules is important, because the rule set is looped through rule by rule. When a rule's conditions
is matched, all the associated actions are performed.
In the Pre-Search Processing module all defined templates and their associated named searches are instantiated where each
search is given a local copy of the cgi parameters. As a result, you can customize a search by adding, deleting, or altering one of
the cgi parameters that search uses without altering any other named search the template uses or affecting any of the other
templates. As a result, if you have a presentation template that displays more than one result set, you can customize each search
individually. If you want to perform changes on the global CGI parameters before they are copied to each search for each
template, use the Query Cleaning module.
Pre-Search Rule Conditions
Conditions are optional. If you choose to have actions specified for every query then the actions are always taken. It is considered
best practice for your first rule to run for every query, where it selects your default presentation template. This way you can be
assured that, regardless what the incoming query is, you have selected a worst-case scenario presentation template to use.
Conditions can be based on any CGI query parameter, cookie, or custom variable that a previous rule has set or a system variable.
91 About the Rules Menu
Pre-Search Rule Actions
All of the actions within a Pre-Search Rule that has matching conditions are exercised. Actions typically consist of an operation,
the data to perform the operation on, and the value to use. The simplest action is to specify which presentation template to use
when the query matches the Pre-Search Rule's conditions. Then set the targeted template to the name of the presentation
template. More complicated actions can be used to change the search that is being used for a given template via performing an
operation on a template's search parameter. When performing an operation on a template's search parameter, you specify a
presentation template and search.
Generic Rules
When performing operations on a template's search parameter, two special values exist: *targeted and *primary for the presentation
template and the named search respectively. With these values, you can build rules based on the current targeted template's
primary search. These constructs allow for building generic rules where you do not have to worry about what the current targeted
template or primary search are called. Obviously, a previous Pre-Search Rule defines what the current targeted template is.
Otherwise, an initial presentation template is selected for you, which produces undesired results.
Examples
Set the default template to guided.tmpl, when the user passes in a cgi parameter called lang, set to a known language, use that
language's template.
On condition:
Every Query
Perform the following actions:
Set targeted template to guided
On condition:
Query lang matches regular expression fr
Perform the following actions:
Set targeted template to guided_french
On condition:
Query lang matches regular expression de
Perform the following actions:
Set targeted template to guided_german
Best Practices
The first rule selects a default template for every query.
Data mining of the query is done within query cleaning rules. You can reference them in the pre-search processing.
Add any new custom variables that you introduced in Pre-Search Rules to a pre-search rule that is run for every query before
any other Pre-Search Rules reference them.
Adding a new pre-search rule
You can use Pre-Search Rules to select which presentation template is used to display the search results based on the incoming
query.
To add a new pre-search rule
1. On the product menu, click Rules > Pre-Search Rules.
2. On the Pre-Search Rules page, click Add New Rule.
3. In the Name field, type the name of the new query cleaning rule.
4. On the Add Pre-Search Rule page, use the drop-down lists and text fields to build out your query.
92 About the Rules Menu
See Pre-Search Rule options.
5. Click Add.
6. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Pre-Search Rule options
A table that describes the options that are available on the Add Pre-Search Rule page and the Edit Pre-Search Rule page.
Description Option
An HTTP cookie. Cookies name and values must be Uniform
Resource Identifier encoded.
Cookie
A user-defined variable. Add, delete, or set an unlimited amount
of user-defined variables.
Custom Variable
You can reference any variables that you defined in the Query
Cleaning module within the Pre-Search Rules.
Read-only variables set by the internal system that you can
check. The following system variables are supported:
System Variable
hostname
The name of the server host.
uri
The requested uri without the query string.
args
The entire query string.
environment
"Stage" or "live" depending on whether the incoming query
was sent to your staged or live environment.
referrer
The URL that the customer came from.
93 About the Rules Menu
Description Option
Special CGI Parameters in the global collection that are
associated with a particular facet. All CGI parameters are copied
to each named search within a template after Query Cleaning.
Facet
CGI Parameter in the global collection. These parameters are
copied to each named search within a template after Query
Cleaning.
Query Parameter
A CGI parameter that is local to a named search associated
with a presentation template.
Template's Search Parameter
Incoming query parameters eventually get translated into
backend parameters that are used to perform the search.
Template's Backend Parameter
See Backend search CGI parameters.
Backend parameters do not show up on navigation elements.
As a result, you can hide any additional parameters that you
want to apply to a search from your customers. The parameter
is local to a specific search within a presentation template.
Actions on backend parameters are late-binding; that is, they
are applied just before the search is sent.
A special instance of a system-defined custom variable that
cannot be deleted. This variable contains the current targeted
Targeted Template
presentation template. You can read or set this variable by
specifying the custom variable "targeted_template".
Lets you specify which ranking rule to use in the search. This
option only appears when you have defined ranking fields and
ranking rules.
Rank
The search engine automatically detects what store the customer
is in based on the host name or the gs_store query parameter,
Store
with the latter having precedence. You can create conditions
off of the store. In query cleaning only, you can also use an
action to over-ride the current store.
When checked, the pre-search processing module does not
perform any additional rules after the action of the matching
Last Rule
rule. This action is useful for when you have set actions that
cause a later rule to match but you do not want the later rule
to run.
94 About the Rules Menu
Description Option
Turns off the running of the rule but does not delete the rule. Suspend
See also Editing a pre-search rule.
Editing a pre-search rule
You can edit existing pre-search rules that you have added to the Pre-Search Rules page.
To edit a pre-search rule
1. On the product menu, click Rules > Pre-Search Rules.
2. On the Pre-Search Rules page, under the Actions column of the table, click Edit for the associated rule that you want to
edit.
3. On the Edit Pre-Search Rule page, use the drop-down lists and text fields to build out your query.
See Pre-Search Rule options.
4. Click Save Changes.
5. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Deleting a pre-search rule
You can delete pre-search rules that you no longer need or use.
When you delete a rule, the order that the remaining rules run is adjusted automatically to account for the deletion.
To delete a pre-search rule
1. On the product menu, click Rules > Pre-Search Rules.
2. On the Pre-Search Rules page, under the Actions column of the table, click Delete for the associated rule that you want to
delete.
3. In the Confirmation dialog box, click OK.
4. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
95 About the Rules Menu
See Pushing stage settings live.
Changing the order that pre-search rules run
You can reorder pre-search rules to change the order in which they run on presentation templates.
Pre-search rules run in the order that they were defined. The higher a rule's order number, the later it runs in the process,
trumping earlier rules. You reorder rules by entering a new number in the Order column of the table on the Pre-Search Rules
page. You can also use drag-and-drop on rules to change their run order.
To change the order that pre-search rules run
1. On the product menu, click Rules > Pre-Search Rules.
2. On the Pre-Search Rules page, do one of the following:
Click the Order column header to sort the rules in ascending or descending order.
In the Order column, in the text field to the left of a pre-search rule name, type the order number that you want the rule
to run.
Drag-and-drop a table row to the position that you want the rule to run. All the order numbers are updated to reflect
the new order in which the rules run.
3. Click Save Changes.
4. (Optional) Do one of the following:
Click History to revert any changes you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
About Post-Search Rules
You can use Post-Search Rules to examine the results of a search and determine how the search affects the displayed content.
For example, if a search has no results, a Post-Search Rule can perform a search for a similar item. Or, it can display a web page
that recommends other items to customers who search for the item that was not found.
Each Post-Search Rule consists of two main elements: the rule's actions, and its optional conditions. You can specify an unlimited
number of rules and conditions. The order of these rules is important because the rule set is looped through rule-by-rule. When
a rule's conditions match, all the associated actions are performed.
You can refine the set of search results for a maximum of three rounds of searching. After this, whatever is currently available
is used. This limit prevents infinite loops and ensures that the customer receives an efficient response. The more times you redo
a search the longer it takes to return your search results. If none of the matching rules alter one of the searches for the currently
used presentation template or switch the template, the set of search results is considered finalized and post-search exits.
Post-search processing builds upon the earlier processing modules Query Cleaning and Pre-Search processing. Therefore, any
custom variables set in those modules are available for use in the post-search processing rules. Similarly, pre-search processing
96 About the Rules Menu
has instantiated all of the templates where each named search associated with the presentation template has its own local copy
of the CGI parameters. In turn, you can customize each search individually.
See About Query Cleaning Rules.
See About Pre-Search Rules.
About Post-Search Rule conditions
Conditions are optional. If you specify that actions are specified for every query, then the actions are always taken. You can base
conditions on any CGI query parameter, cookie, search result, or custom variable that a previous rule has set. Or, you can base
it on a system condition such as what the currently selected template is or if it is the last search. When you build a condition on
the results of a search or a CGI parameter, you specify the template and the name of the search.
About Post-Search Rule actions
All of the actions in a Post-Search Rule that have matching conditions are exercised. Actions typically consist of an operation,
the data to perform the operation on, and the value to use. The simplest action is to switch which Presentation template to use
based on the Post-Search Rule's conditions. You can use more advanced actions to change the parameters for a search that
results in the search being redone. When performing an operation on a template's search parameter, specify a Presentation
template and search.
General Rules
When performing operations on a template's search parameter, two special values exist, *targeted and *primary for the Presentation
template and the named search respectively. Use these values to build rules based on the current targeted template's primary
search. These constructs let you build generic rules where you do not need to worry about what the current targeted template
or primary search are called. If this pass is the first through the post-search processing, the targeted template is whatever pre-search
processing sets it to.
Redirects
Direct Hits and redirects within Query Cleaning let you redirect to a URL based on the incoming search terms. Redirects within
post-search rules extend this idea, except that it lets you check how many results that the search returned before deciding if you
want a redirect to take place. With Post-Search Rules, you can redirect to a URL, where you can substitute custom variables or
query parameters. Or, you can redirect to a field within the first result. When you redirect to a result's field, you define the field
in the Transport template, and it must contain a valid, explicit URL, otherwise the redirect is skipped.
When you use the redirect mechanism within Post-Search Rules , you can detect when a search returns a single result. Rather
than returning such a result, you can redirect to the web page that is associated with the result.
See the redirect example below for an example of using redirects with Post-Search Rules.
Last Rule
When the conditions are met for a rule that has the option Last Rule set, the post search processing module does not perform
any additional rules after the action of the matching rule. This situation is useful when you have set actions that cause a later
rule to match but you want the processing to stop. And, for that later rule to potentially match after the next round of searching.
Examples
In the following example, assume that you have two presentation templates. One template is used to display many search results
and the other template is used to display a single result and an additional search for accessories related to the main search. You
97 About the Rules Menu
want to detect when you have a single result and switch to your other presentation template. To accomplish this task, you can
use the following rules:
On condition:
targeted template is default
targeted template primary results equal 1
not last search
Perform the following actions:
Set targeted template to product_spotlight
MegaElectronic is a large electronics store. After analyzing their search data, MegaElectronic notices that many of their customers
perform a product search using a product's part number. In such cases, MegaElectronic wants to redirect to the web page that
is associated with the product, if the customer searched for it directly and only a single product was found.
To achieve this result, you can use a single rule with three conditions. The first condition checks that the returned search has
only a single result. The second condition ensures that the query term matches MegaElectronic's part number format for the
results that they want to cause the redirect. The third condition ensures that the customer did not use any facets to drill down
to one result, given that the part number might be a partial part number and return more than one result. The action redirects
to a field within the result.
On condition:
targeted template's primary results equal 1
query q matches regular expression ^\D\D\D-\d+
no facet selected ^\D\D\D-\d+
Perform the following actions:
redirect to result field "loc" in template *targeted for search *primary
Best Practices
Any set of rules that trigger a new round of searching should always have a conditional clause to check that this is not the last
pass through the module. If you have already performed the maximum number of searches, you cannot redo any searches.
If you are on the last pass through the module and the results are still poor, you can switch to a "no results" template.
You should base changing a presentation template on the result of a search that potentially has other parameters. If you want
to select a template that is based only on the incoming query, a pre-search rule is more efficient.
Data mining of the query is done in the Query Cleaning module. You can reference the custom variables in the post-search
processing.
When you do redirects, always check that the customer has not selected any facets. The reason why is because it is inconvenient
when a customer drills into a facet and is suddenly taken away from the search results. The customer may want to deselect the
facet when they see that the single result is not want they were looking for.
Adding a new post-search rule
You can use Post-Search Rules to select which presentation template is used to display the search results based on the incoming
query.
To add a new post-search rule
1. On the product menu, click Rules > Post-Search Rules.
2. On the Post-Search Rules page, click Add New Rule.
3. In the Name field, type the name of the new query cleaning rule.
4. On the Add Post-Search Rule page, use the drop-down lists and text fields to build out your query.
See Post-Search Rule options.
5. Click Add.
6. (Optional) Do one of the following:
98 About the Rules Menu
Click History to revert any changes you have made.
See Using the History option.
Click that is associated with the term that you want to update. In the Edit Terms dialog box, change the terms that
you want. When you finish, click Save.
Click that is associated with the term that you want to remove. In the Delete Terms dialog box, click Delete. Be sure
that you delete the correct term; there is no delete confirmation dialog box.
4. To preview the results of your changes, click regenerate your staged site index to rebuild your staged website index.
See Running a full index of a live or staged website.
See Running an incremental index of a live or staged website.
5. (Optional) On the product menu, click Linguistics > Dictionaries, and then do one of the following:
On the Dictionary Menu page, click History to revert any changes that you have made.
On the Dictionary Menu page, click View Live Settings.
See Viewing live settings.
On the Dictionary Menu page, click Push Live.
See Pushing stage settings live.
134 About the Linguistics menu
Find in Dictionaries options
A table that shows the options that are available on the Find in Dictionaries page.
Description Option
Lets you enter the term that you want to search for across all
dictionaries.
Find
Lets you select from the following four types of matching: Match drop-down list
Exact Match
The query must have an exact match with a hyponym or
synonym.
Contains Text
The query only needs a substring match; a match inside a
hyponym or synonym.
Starts With
The query is only matched against the beginning of each
hyponym and synonym.
Word Match
The query is compared to each word from a synonym or
hyponym, but the word must match exactly.
Lets you select from the following options: Enabled/Disabled Dictionary drop-down list
Enabled and Disabled Dictionaries
Search for the specified term in both enabled and disabled
dictionaries.
Enabled Dictionaries only
Searching enabled dictionaries only is helpful for debugging
the current index.
See Enabling or disabling a dictionary.
Lets you select from the following options: Staged/Live drop-down list
Staged/Live Dictionaries
Searches for the specified term across staged and live
dictionaries. However, it only searches the staged version of
the dictionary if it exists. If the staged version does not exist,
it searches the live version of the dictionary.
Live Dictionaries
135 About the Linguistics menu
Description Option
Search for the specified term in the live dictionaries only.
Renaming a dictionary
You can change the name of a dictionary that you have added.
If you set the Alternate Word Forms option to Domain Dictionaries in Words & Language, the option Configure is used
instead of Rename.
See About Words & Language.
To rename a dictionary
1. On the product menu, click Linguistics > Dictionaries.
2. On the Dictionary Menu page, under the Actions column of the table, do one of the following:
Click Rename for the associated dictionary whose name you want to change.
In the Rename Dictionary dialog box. in the Name field, enter the new name of the dictionary.
Click Rename File.
Click Configure for the associated dictionary whose name you want to change.
In the Configure Dictionary dialog box. in the Name field, enter the new name of the dictionary.
Click Save Configuration.
3. (Optional) Do one of the following:
Click History for a particular dictionary to revert any changes that you have made to it.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Configuring a dictionary as a stemming dictionary
You can set a dictionary to advanced stemming mode to take advantage of word stemming in searches.
Such a mode returns web pages that match variants of what your customers are searching on.
See About Dictionaries.
See About Words & Language.
To configure a dictionary as a stemming dictionary
1. On the product menu, click Linguistics > Words & Language.
2. On the Words & Languages page, in the Alternate Words Forms drop-down list, select Domain Dictionaries.
Any domain dictionary that is set as a stemming dictionary (see step 7 below) is used a source of alternate word forms.
136 About the Linguistics menu
3. Click Save Changes.
4. On the product menu, click Linguistics > Dictionaries.
5. On the Dictionaries Menu page, under the Actions column in the table, click Configure for an associated dictionary that
you want to set as a stemming dictionary.
6. In the Configure Dictionary dialog box, in the Advanced Stemming Mode drop-down list, select Yes.
7. Click Save Configuration.
8. Click regenerate your staged site index to rebuild your staged website index.
See Running a full index of a live or staged website.
See Running an incremental index of a live or staged website.
9. (Optional) On the product menu, click Linguistics > Dictionaries, and then do one of the following:
On the Dictionary Menu page, click History to revert any changes that you have made.
On the Dictionary Menu page, click View Live Settings.
See Viewing live settings.
On the Dictionary Menu page, click Push Live.
See Pushing stage settings live.
Searching across dictionaries
You can search for hyponyms and synonyms across all the dictionaries that are added to site search/merchandising.
This feature is useful is you want to edit or delete a specific term that may exist in multiple dictionaries. Every dictionary with
matching results appears with their matching word sets. If the query returns more than 1000 sets, or trees, only the first 1000
are presented.
See Editing a dictionary.
To search across dictionaries
1. On the product menu, click Linguistics > Dictionaries.
2. On the Dictionary Menu page, in the Find text field, type a term that you want to locate across all dictionaries, and then
click Find.
3. On the Find in Dictionaries page, use the accompanying drop-down lists to set any refinement options that you want.
See Find in Dictionaries options.
4. (Optional) Use the Show drop-down to specify the maximum number of results that you want to display per page.
Deleting a dictionary
You can delete dictionaries that you no longer need or use.
If you delete a dictionary that is live, it is staged for deletion. If you delete a dictionary that is staged, it is deleted immediately.
Be sure you are deleting a dictionary that you know longer need; there is no history feature available to revert the deletion.
To delete a dictionary
1. On the product menu, click Linguistics > Dictionaries.
2. On the Dictionary Menu page, under the Actions column of the table, click Delete for the associated dictionary that you
want to remove.
137 About the Linguistics menu
3. In the Delete Dictionary dialog box. click Yes to confirm the deletion.
4. (Optional) If you deleted a live dictionary, do one of the following:
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
About Words & Language
You can use Words & Language to determine how search terms are matched to the content of your web pages.
Before the effects of Words & Language settings are available to site visitors, including any changes you make to those settings,
you must regenerate your site index. Regenerating, unlike indexing, does not involve crawling your web pages and takes only a
few seconds.
Configuring how search terms are matched to your web content
You can use Words & Language to determine how site search/merchandising matches search terms to the content of your web
pages.
To configure how search terms are matched to your web content
1. On the product menu, click Linguistics > Words & Language.
2. On the Words & Languages page, set the options that you want.
See Words & Language options.
3. Click Save Settings.
4. To preview the results of your changes, click regenerate your staged site index to rebuild your staged website index.
5. (Optional) Do one of the following:
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Words & Language options
A table that describes the options that are available on the Words & Language page.
Description Option
Selected by default. Case Sensitivity
Determines whether uppercase letters are distinguished from
lowercase letters. For example, when selected, "Succeed" is
138 About the Linguistics menu
Description Option
distinguished from "succeed", and the search results can vary
between the two.
Selected by default. Diacritic Sensitivity
Determines whether words that contain diacritic characters
are distinguished from words that do not. For example, when
selected, "pagina" is distinguished from "pgina". Deselect this
option if you have a website that uses non-English languages.
Selected by default. Numbers
Determines whether words that contain digits are indexed.
Selected by default. Ignore Apostrophes
Apostrophes are removed from queries. For example, a search
for "Tree's" would return the same results as a search for "Trees".
Selected by default. Sound-Alike Matching
Words that sound alike are matched such as "health" and
"helth". This feature allows your customer to easily search
despite misspelling a word.
Default is Default Alternate Word Forms. Alternate Word Forms
You can select from the following options in the Alternate
Word Forms drop-down list:
None
No stemming or alternative word forms are applied during
indexing.
Default Alternate Word Forms
Stemming is automatically done during indexing.
Domain Dictionary
Any domain dictionary that you set as a stemming dictionary
is used a source of alternate word forms.
See About Dictionaries.
See Configuring a dictionary as a stemming dictionary.
Default is English (United States). Language
139 About the Linguistics menu
Description Option
The selected language ensures that date and numeric values
are parsed according to the conventions used in the selected
part of the world.
When Alternate Word Forms is set to Default Alternate Word
Forms or to Domain Dictionary, word forms and word
endings change according to the linguistic rules for the selected
language.
The Language setting is not used to determine the language of
pages read from your website. The language for a read page is
determined from its HTTP headers or from metatags within
the page itself. Your website could contain pages in many
different languages. Each page is correctly read and indexed,
regardless of the language that is selected here.
If you use a Unicode character set encoding such as UTF-8 for
some pages on your website, make sure that the language for
each of those pages is correctly specified. If the appropriate
HTTP headers or metatags do not exist for your Unicode
documents, you can use Settings > Metadata > Injections to
specify the appropriate language.
See About Injections.
Note: This feature is only used for Danish and German. Also,
this feature is not enabled by default. Contact Technical Support
Use Decompounder?
to activate the feature for your use. After it is enabled, the Use
Decompounder? option only appears in the user interface if
you select Danish or German from the Language drop-down
list described earlier in this table.
When you select Use Decompounder?, the service breaks down
Danish or German compound words, which allow the indexing
of component words along with the original compound words.
To see how this feature works, enter words into the text field,
and then click Test.
About Did You Mean
You can configure Did You Mean so that customers are given suggestions for valid search terms when they have tried searches
that have failed. Suggestions are formed by looking for spelling and typing corrections to the search terms that result in a valid
search.
140 About the Linguistics menu
Configuring Did You Mean
You can tailor how site search/merchandising makes search suggestions when a customer's query returns no, or minimal, search
results.
To configure Did You Mean
1. On the product menu, click Linguistics > Did You Mean.
2. On the Did You Mean page, in the Remove these Words from Suggestions text field, enter space or line separated words
to filter undesirable suggestions.
These are words in your search index that do not show up as recommended alternative search terms. You can exclude any
word matching a pattern through the use of regular expressions. Otherwise, just the exact word is removed.
3. Set the Did You Mean options that you want.
See Did You Mean options.
4. Click Save Changes.
5. (Optional) Do one of the following:
Click History to revert any changes you have made.
Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Did You Mean options
A table that describes the options that are available on the Did You Mean page.
Description Option
Adjusts how far the software goes to find suggestions. If a user
makes a one-letter mistake, all of the algorithms come up with
Suggestion Algorithm
the same suggestions. The reason why is because it only takes
one edit to arrive at a working suggestion, and all algorithms
find words that are close to the original. But when the original
search terms are not similar to existing terms in the index, the
Deep and Bad Spellers Suggestion Algorithms continue to
search for possible suggestions. This scenario is useful if a
customer tries a proper name that is hard to type, and they
sound out the names. However, if you only want similar
suggestions to appear, you can choose the Quick algorithm.
Specifies the number of Did You Mean term suggestions (0-20)
that you want to show when a customer's search returns no
results. The default is 3.
Default count of suggestions to show
141 About the Linguistics menu
Description Option
Prunes Did You Mean terms by specifying the minimal number
of letters for a suggested word.
Minimal suggestion word length
For example, if you set the value to 4, the software does not
suggest a word that is 1, 2, or 3 characters long. If you specify
a value of 0, no short words are removed from the term
suggestions. If you specify a high value, it usually results in no
term suggestions. The default value is 3.
Automatically re-searches for the first suggested term when a
customer's search yields no results and there is at least one Did
You Mean term suggestion.
Search for suggest term if no results
You can use the following tags in your presentation template
to indicate that site search/merchandising is automatically
searching for a different term:
<guided-if-suggestion-autosearch>
Search for <guided-param gsname="q" />
instead of guided-suggestion-original-query />
</guided-if-suggestion-autosearch>
You can also show other suggestions here.
<guided-if-suggestion-autosearch>
There was 0 matches for
<guided-suggestion-original-query />
Did You Mean <guided-param gsname="q">? Here
are the results for that search.
Or Did You Mean
<guided-suggestions>
<guided-suggestion-link><guided-suggestion
/></guided-suggestion-link>
</guided-suggestions>
</guided-if-suggestion-autosearch>
If a customer searches for a term that yields less than ten results,
the search engine checks to see if it has a suggestion that can
Make suggestions due to low results
yield more than 100 results. If it does, you can use the following
tags to indicate to the user that while they have results, they
may have wanted to search for something else:
<guided-if-suggestion-low-results>
You have a low result count for <Search for
guided-param gsname="q">.
Did you mean:
<guided-suggestion><guided-suggestion-link><guided-suggestion
/></guided-suggestion-link><guided-if-not-last>,
</guided-if-not-last></guided-suggestions>
</guided-if-suggestion-low-results>
In the above scenario, the number of suggestions is controlled
by the value that is specified in Default count of suggestions
142 About the Linguistics menu
Description Option
to show. The low and high threshold are configurable by the
options below.
Controls the number of results when the system starts to offer
suggestions.
Low threshold result count for making suggestions
This option appears only when you check Make suggestions
due to low results.
The default is 10.
Filters suggestions that are made due to low results in primary
search by their result count.
High threshold for suggestions result count
This option appears only when you check Make suggestions
due to low results.
The default is 100.
About Query Expansion Overrides
You can override the expansion of search query results.
When you configure a query expansion override, you create a set of "rules". Each rule says, essentially, "Do not expand <this>
into <that> at the time of search" where <this> is a simple text word or phrase, and <that> is text word or phrase, or a
classification.
Note: This feature is not enabled in Search&Promote, by default. Contact Technical Support to activate the feature for your
use. After the Query Expansion Overrides feature is enabled, you must "turn it on" in the user interface.
How a Query Expansion Override works
When a Text and Term value is specified in the Query Expansion Overrides Add page, the code acts on the specific pairing.
When a classification type is specified as a Term, such as Dictionaries or Alternate Word Forms, the Do Not Expand value is
not converted into any form created by the indicated classification.
For example, suppose that you have the following definition:
Do Not Expand = "dog"
Type = Text
Term = "dogs"
A search query for "dog", which expands to include "dog's" and "dogs" by way of Alternate Word Forms, would not include
"dogs".
However, if the definition was the following:
Do Not Expand = "dog"
Type = Alternate Word Forms
143 About the Linguistics menu
The query does not include "dog's" or "dogs" (the available Alternate Word Forms for "dog".)
You can specify multiple terms, multiple classifications, or both. However, if you select All as the Type, any multiple-term list
is collapsed to just a single "All" entry.
If Text and classification entries are mixed in any rule, they are reorganized in the user interface to show text values first. However,
this does not imply or affect the order of evaluation at the time of search.
Text terms are validated to remove meaningless references. That is, it compares the term with the Do Not Expand value and
removes the term if there is a match. Additionally, duplicate Term values, either text or classification, are removed.
If you add a new rule with a Do Not Expand value replicating an earlier definition, the new definition's Terms are added to the
original.
Configuring Query Expansion Overrides
Defining and adding a Query Expansion override in Search&Promote.
Note: This feature is not enabled in Search&Promote, by default. Contact Technical Support to activate the feature for your
use. After the Query Expansion Overrides feature is enabled, you must "turn it on" in the user interface. The first few steps
below outline how to do that.
To configure Query Expansion Overrides
1. In Search&Promote, click Settings > User > View Roles.
2. On the View Roles page, in the Actions column of the table, click Edit to the right of the role whom you want to give access
to Query Expansion Overrides on the Linguistics menu.
3. On the Edit Role page, expand the Linguistics tree.
4. Check Query Expansion Overrides, and then click Save Changes.
5. Click Linguistics > Query Expansion Overrides.
6. Click Add Query Expansion Overrides.
7. In the Query Expansion Overrides Add page, set the options you want.
See Query Expansion Overrides Definition options.
8. When you are finished, click Add.
From the Query Expansion Overrides Definitions page, you can edit or delete the definitions you have added.
9. To preview the results of your additions, click regenerate your staged site index in the blue box to quickly rebuild your
staged website index.
10. (Optional) Do one of the following:
Click View Live Settings.
See Viewing live settings
Click Push Live.
See Pushing stage settings live
Query Expansion Overrides Definition options
A table that describes the options that are available on the Query Expansion Overrides Add page.
144 About the Linguistics menu
Description Option
Specifies the word or phrase that you do not want to expand. Do Not Expand
Select Text to specify a specific word or phrase pairing. Or,
select a classification to specify that the Do Not Expand word
or phrase is not converted by way of the selected classification.
Type
Only available if you selected Text as the Type. Specifies the
word or phrase to exclude from the search expansion.
Term
Click + or - to add or delete Terms, respectively, to the
definition.
Action
About Excluded Words
You can use Excluded Words to specify frequently used phrases and common words, such as "a" and "the", that you want to
leave out of search results.
See also About Searches.
Without Excluded Words, searches that contain these words may identify numerous irrelevant results. When you exclude words
and phrases, search results are omitted that match only the excluded terms that you have specified. If a search query contains
an excluded word, only the non-excluded words are used to find documents.
Excluded search words are not highlighted in the search results. However, the relevance score of each result is influenced by the
excluded words. In other words, excluded words are ignored when finding documents, but they are still used when ranking the
documents on the search results page. Before the effects of the Excluded Words settings (or changes to these settings) are available
to customers, be sure you regenerate your site index.
When you enter words to exclude from the search results, you separate words or phrases from each other with commas. You
can enter one or more exclude words per line. The following is an example of excluded words on separate lines and divided by
commas.
Using the example list of excluded words above, if your customer searches for "the united states of america", the word "the" and
the word "of" are excluded from the search. Instead, the search finds all pages that contain the words "united", "states", and
"america". Pages that contain only the word "of" or "the" are not shown.
Some sites contain specific phrases on most, or all, pages. For example, a website about tourism in New York City could contain
the words New York in the title of every page. Consider adding this phrase, and others like it, to the exclude list:
145 About the Linguistics menu
When a phrase is excluded, the individual words that make it up are still used as search terms. Only when a visitor searches for
the exact words, in the exact order of an excluded phrase, is the phrase excluded from the search results. Using the example
above, If a customer searched for the "new york ballet", the word "the" and the phrase "new york" are excluded; only pages that
contain the word "ballet" are returned as a search result. On the other hand, a search for "new buildings" or "duke of york" still
finds pages that contain the word "new" or "york", respectively.
Configuring Excluded Words
You can exclude frequently used phrases and common words from your search results.
You can enter one or more words per line. Separate each word with commas as in the following example:
You can choose to show search results when all the words in the customer's search are excluded words. For example, if you have
excluded the word "the" and a customer chooses to search only for "the", the search results show any page that contains the word
"the". This result is true even though the word "the" is excluded. If you do not check this option, the customer does not get any
search results. This setting has no effect if the search contains at least one non-excluded word.
To configure excluded words
1. On the product menu, click Linguistics > Excluded Words.
2. On the Excluded Words page, in the Words and Phrases text field, enter the words that you want to exclude from search
results.
3. (Optional) Click Show results when all words in the query are excluded words.
When all words in the customer's search are excluded words, all of the words are used together to perform the search.
4. Click Save Changes.
5. To preview the results of your changes, click regenerate your staged site index to rebuild your staged website index.
See Running a full index of a live or staged website.
See Running an incremental index of a live or staged website.
6. (Optional) On the product menu, click Linguistics > Excluded Words, and then do one of the following:
On the Excluded Words page, click History to revert any changes that you have made.
Using the History option.
On the Excluded Words page, click View Live Settings.
146 About the Linguistics menu
See Viewing live settings.
On the Excluded Words page, click Push Live.
See Pushing stage settings live.
About Common Phrases
You can define Common Phrases that are used on your website so that when a customer enters a search query, they do not need
to enter quotes around any of the phrases you have defined.
Note: The Common Phrase feature does not appear in the user interface because it is not enabled by default. Contact
Technical Support to activate this feature for your use.
Common Phrases are a collection of multiple-word phrases that are recognized during a customer's search. It treats the phrases
as a combined group of words instead of individual words. When a customer enters a search query on your website, they can
identify phrases by surrounding the terms with double-quotes, such as "Pacific Ocean". However, when you add groups of
common phrases, the quoting steps are performed automatically for the customer as it finds matching phrases in the search
query.
For example, suppose a customer to your website enters the following search query:
hotels near the pacific ocean
Without the addition of quotation marks around pacific ocean, the customer's search returns results for hotels near any
ocean in the world, which is not what the customer intended.
However, when you add the common phrase "Pacific Ocean," their search query is automatically converted to the following:
hotels near the "pacific ocean"
The use of Common Phrases does not preclude your customers from explicitly using quotation marks around phrases of words,
Instead, it simply adds quotes, when those defined phrases are found in their search query.
This search query expansion applies to backend search CGI parameters sp_q and sp_q_#,
See table rows 25, 26, and 32 in Backend search CGI parameters.
Adding a Common Phrase Group
You can add Common Phrase Groups to ensure that search queries accurately return web pages that have all the words, in the
exact order and proximity, that a customer typed.
As you add Common Phrase Groups, you can use the Find feature on the main Common Phrase Group page. The Find feature
lets you search for an existing phrase and find out in which group it resides.
See Finding groups that contain particular words in a phrase.
To add a Common Phrase Group
1. On the product menu, click Linguistics > Common Phrases.
2. On the Common Phrases Groups page, click Add Phrase Group.
3. On the Add Common Phrase Group page, set the options that you want and add all the phrases that make up the group.
See Adding or Editing Common Phrase Group options.
147 About the Linguistics menu
4. Click Add.
5. (Optional) Do one of the following:
Click History near the upper-right corner of the page to revert any changes you made.
See Using the History option.
Click Staging near the upper-right corner of the page to view your changed settings in the table before they are pushed
live. From the Staging view, you can edit or delete.
Click Live near the upper-right corner of the page to view your changed settings in the table as they would appear after
you push live. From the Live view, you can only preview the changed settings you have made.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Adding or Editing Common Phrase Group options
A table that describes the options that are available on the Add Common Phrase Group and the Edit Common Phrase Group
options page.
See also Editing a Common Phrase Group.
Description Option
Required. Group Name
The unique name of the Common Phrase Group.
If you edit a Common Phrase Group later, note that you cannot change the Group Name.
To change the Group Name, use the Rename feature.
See Renaming a Common Phrase Group.
Optional. Notes
Add information that pertains to the Common Phrase Group.
Required. Phrases
Lets you specify a phrase up to a maximum of five words. To adjust the maximum word
setting, contact Technical Support.
Each phrase that you enter must be unique within any Common Phrase Group.
Use the plus (+) and minus (-) icons in the Action column to add the entered phrase or
to delete a phrase.
Testing a Common Phrase
If you selected metadata fields to associate with a phrase group, you can test a particular phrase's expansion.
148 About the Linguistics menu
When you test a phrase's expansion, you search for an exact phrase against the metadata fields that you associated with the
phrase group. The phrase is searched as if it had quotation marks around it. All other metadata fields search for only the words
within the phrase, without the quotation marks. For example, suppose you tested the phrase audi TT. The returned results
could appear as follows:
title|body|field3:"Audi TT" url|desc|keys|target|alt:Audi TT
To test a common phrase
1. On the product menu, click Linguistics > Common Phrases.
2. On the Common Phrases Groups page, in the Test phrase that contains text field, enter the phrase whose metadata expansion
you want to test.
3. Click Test.
The expansion results are displayed in the text box.
4. (Optional) Drag the lower right-corner of the text box to expand the display region.
Finding groups that contain particular words in a phrase
You can use Find to search for specific words in a phrase among all existing groups that you have added.
When you use Find, it locates the following:
Where the exact same phrase is found among all the groups.
Any of the words in the phrase among all the groups, regardless of the word order and proximity in the phrase.
See also Editing a Common Phrase Group.
To find groups that contain particular words in a phrase
1. On the product menu, click Linguistics > Common Phrases.
2. On the Common Phrases Groups page, in the Find groups with phrases that contain text field, enter a phrase.
3. Click Find.
The results are displayed in the text box.
4. (Optional) Do one or more of the following:
Drag the lower right-corner of the text box to expand the display region.
In the results window, click a hyperlinked phrase to open the Edit Common Phrase Group page of the associated group.
Editing a Common Phrase Group
You can edit the existing Fields, Notes, and Phrases of a common phrase group that you have added. However, to edit the Group
Name, you must use the Rename feature.
See Renaming a Common Phrase Group.
To edit a Common Phrase Group
1. On the product menu, click Linguistics > Common Phrases.
2. On the Common Phrases Groups page, click Edit to the far right of a group name.
3. On the Edit Common Phrase Group page, set the options that you want.
See Adding or Editing Common Phrase Group options.
149 About the Linguistics menu
4. Click Save Changes.
5. (Optional) Do one of the following:
Click History near the upper-right corner of the page to revert any changes you made.
See Using the History option.
Click Staging near the upper-right corner of the page to view your changed settings in the table before they are pushed
live. From the Staging view, you can edit or delete.
Click Live near the upper-right corner of the page to view your changed settings in the table as they would appear after
you push live. From the Live view, you can only preview the changed settings you have made.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Renaming a Common Phrase Group
You can change the name of an existing Common Phrase Group. However, if you want to change the existing Fields, Notes,
and Phrases of a common phrase group, you must use the Edit feature.
SeeEditing a Common Phrase Group .
To rename a Common Phrase Group
1. On the product menu, click Linguistics > Common Phrases.
2. On the Common Phrases Groups page, click Rename to the far right of a group name.
3. On the Rename Common Phrase Group page, in the Group Name text field, enter the new name of the group.
4. Click Rename.
5. (Optional) Do one of the following:
Click History near the upper-right corner of the page to revert any changes you made.
See Using the History option.
Click Staging near the upper-right corner of the page to view your changed settings in the table before they are pushed
live. From the Staging view, you can edit or delete.
Click Live near the upper-right corner of the page to view your changed settings in the table as they would appear after
you push live. From the Live view, you can only preview the changed settings you have made.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Deleting a Common Phrase Group
You can delete any Common Phrase Group that you have added. If you delete a group by mistake, you can use History to restore
the group.
See Using the History option.
To delete a Common Phrase Group
1. On the product menu, click Linguistics > Common Phrases.
150 About the Linguistics menu
2. On the Common Phrases Groups page, click Delete to the far right of a group name.
3. On the Delete Common Phrase Group page, click Delete.
4. (Optional) Do one of the following:
Click History near the upper-right corner of the page to revert any changes you made.
See Using the History option.
Click Staging near the upper-right corner of the page to view your changed settings in the table before they are pushed
live. From the Staging view, you can edit or delete.
Click Live near the upper-right corner of the page to view your changed settings in the table as they would appear after
you push live. From the Live view, you can only preview the changed settings you have made.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
151 About the Linguistics menu
About Simulator
Use Simulator to see what your search would look like if you were to push everything that is currently staged, live.
You can also simulate your current live search for comparison purposes. Simulator has a built-in debugger to show you which
business rules are firing for a given search. If you uncheck any associated rule, Simulator re-simulates your site's search as if that
rule did not exist. Rules are listed from highest priority to lowest priority, where higher priority rules trump lower priority rules.
See also Adding a new business rule.
Using the Simulator
You can use Simulator to see what your search would look like if you were to push everything that is currently staged, live.
See Adding a new business rule.
To use the Simulator
1. On the product menu, click Simulator.
2. On the Options drop-down list, select the option that you want to run.
3. (Optional) Use the checkbox column in the table on the Simulator page to turn on or off a given rule in the simulation.
4. Use the search feature of your website to test the search results based on your current settings and active rules. If necessary,
adjust the rules and settings to obtain the desired results.
Simulator page options
A table that describes the options that are available on the Options drop-down list on the Simulator page. Use the checkbox
column in the table on the Simulator page to turn on or off a given rule in the simulation.
Description Option
Alternate between simulating your live environment or your
stage environment.
Simulate Staged/Simulate Live
Show or hide all the processing rules that fired instead of just
the business rules.
Show/Hide Processing Rules
Simulate search results for a given date. Change Simulation Date
Simulate search results as if you were using a personal
computer.
Simulate On PC
Simulate search results as if you were using a mobile phone or
a tablet.
Simulate On Mobile
When you select this option, you can choose from the following
associated options:
Device
Simulate the search results on a mobile phone or a tablet.
152 About Simulator
Description Option
Resolution
Based on the device you selected, you can choose the
associated resolution.
Horizontal view
View how the simulated search results appear horizontally
on the selected device.
Simulate search results as if you were in a given Test&Target
campaign.
Simulate Test&Target Experience
If you select this option, you can choose the campaign and
experience that you want to use from the respective drop-down
lists. Click Simulate when you are done.
153 About Simulator
About Staging
Staging lets you test and preview changes to your settings and configurations without impacting your live index.
See also About Simulator.
Any page that has the staging options Push All Live or View Live Settings means that all the settings on that page can be staged.
The exceptions are the web pages in Index. The pages in this area are either explicitly for the staged index or the live index to
let you directly control the two indexes independently.
You can stage almost anything including your index. Some exceptions include account specific settings that impact both your
staged and live environment simultaneously and the scheduling of indexing operations. By default when you save any changes
to a setting that can be staged, it is automatically staged.
When the Push All Live or the View Lives Settings options are not enabled (dimmed) it means that the staged settings on that
page are the same as the live settings.
For an item that is staged, note that the live version of the settings is read-only; it can only be manipulated by pushing the staged
settings live.
About History on Staged pages
Most staged settings have a History option in the upper-right area of the page. When you click History, it lets you revert any
changes that you have recently made to the particular staged page that you have open.
You can also view the Change Log for an alternate view of History. Every time a change is applied, a backup version of the
underlying data file is created. The Change Log shows each such revision, showing the version number, the e-mail address of
the user who performed the changes, and the date on which the backup was made. The entry with a bold version value represents
the current version.
See Viewing the Change Log.
The Manage Stage-Live Settings page
Besides offering the Push All Live and View Live Settings options directly from within a given page, you can also use the Manage
Stage-Live Settings page to do the same thing. The Manage Stage-Live Settings page, available from the main product menu,
is a central location that shows you all the settings in your account that are currently staged. You can push all settings live, push
only selected settings live, or you can delete settings. As a best practice, however, always push all staged items live to avoid any
interdependency issues.
The settings on the page are grouped into categories. You can expand each category to show which page's settings are staged.
Currently, dependencies are not tracked within the stage manager. Therefore, it is recommended that you push everything live
at once except for the index.
You can push a staged index live. Be sure that you first check that your staged index is not stale or corrupted. If you make a
mistake and push the staged index live you can roll back an old live index. Pushing a staged index live usually takes less than 30
seconds.
Testing a staged setting or index
On pages that support a test control, you can test against the staged or live settings. When you view the staged settings, the staged
setting is used for the test. Similarly, when you are viewing the live setting the test uses the live settings. In the templates section,
all tests are done against the staged version of the index. To search a staged index, set the sp_staged CGI parameter equal to
154 About Staging
1. In turn, this indicates that you want to use the staged index. If a staged index does not exist, your live index is searched and
any staged search-time settings are applied as appropriate.
See also Backend search CGI parameters.
Viewing live settings
You can review the live version of the settings from any staged page.
If the View Live Settings option is not enable (dimmed), it means that the stage settings for that page and the live settings are
already in synch.
To view live settings
1. On any page that has staged settings, click View Live Settings to see the live version of the settings.
2. Optionally, do one of the following:
Click View to see the current options that are selected for the staged setting.
Click View Stage Settings to return to the staged setting where you can edit or delete the setting.
Pushing stage settings live
You can push settings live from any staged page view or from the central Manage StageLive Settings page .
When the Push Live option is enabled (undimmed) on a page it means that there is a setting that is staged. Or, it means that a
setting has edits and when you save, the setting becomes staged. When you click this option any unsaved edits are saved to the
staged area. If there are no pending edits, the page's settings are immediately pushed live.
To push staged settings live
Do one of the following:
On any page that has "Staged" selected as the View, click Push Live.
On the product menu, click Staging. On the Manage Stage-Live Settings page, do one of the following:
Use the settings tree to check only those settings that you want to push live, and then click Push Selected Live.
Click Push All Live.
Deleting stage-live settings from a central location
If you have many settings to delete, you can use the Manage Stage-Live Settings page to delete settings from one, central location.
Warning: When you click Delete Selected, all checked settings are immediately deleted; there is no confirmation dialog box to
verify that you really want to delete the selected settings. Also, there is no History feature associated with the page. Therefore,
you cannot undo your deletion.
To delete stage-live settings from a central location
1. On the product menu, click Staging.
2. On the Manage Stage-Live Settings page, use the settings tree to check only those settings that you want to delete.
3. Click Delete Selected.
155 About Staging
About the Reports menu
Use the Reports menu to view or reset reports of customers' search queries.
Viewing the Terms Report or the Null Search Terms Report
Customers' search terms are logged and reports are created for you by day, week, and month. These term reports can help you
understand what customers are looking for on your website.
Use this information to improve your site design or to further improve the search results for your customers.
The table in the report shows you the following information:
Description Column
Visual representation of the relative number of searches for a
particular word or phrase.
Graph
Use this to quickly determine which search queries matter most
to your customers.
The number of times that customers have searched for a
particular phrase or word on your site during the time period
of the selected report.
Count
The number of searches in which visitors searched for a single
word or a full phrase.
Words
Contains the phrase or word entered by each customer. Each
phrase or word is hyperlinked so that you can easily check its
actual search results. This column can also contain the value
blank query, which indicates that a customer clicked Search
without typing any search terms.
Contains the average number of search results displayed for
each search phrase or word.
Results Count
If the count is zero (or close to zero), your customers are
typically finding no results for the search.
If the count is large, tune your search settings to ensure that
the correct pages are top ranked. You can use the relevance or
synonyms settings to tune the search results for the phrase or
word.
See About Definitions.
See About Dictionaries.
To view the Terms Report or the Null Search Terms Report
156 About the Reports menu
1. On the product menu, do one of the following:
Click Reports > Terms Report.
Click Reports > Null Terms Report.
2. On the report page, in the drop-down list, select a report of either the top phrases or the top words.
3. Click View Report.
4. (Optional) In the table, under the Words column, click a word to open the Live Simulator for Today page.
See About Simulator where you can view and test search terms.
5. (Optional) Click Reset Terms Report to clear all terms report information for the currently logged in account.
All search terms entered by your customers are permanently removed.
About Data Views
Data Views displays the search results with the meta fields. Each column is a meta field and each row is result from a search
query. Customize Data Views by choosing and rearranging columns. Data Views can also have custom titles and descriptions.
Each account has the convenience of creating multiple data views. Use the Data Views page to create and edit these data views.
After you add a data view, you must edit it to configure and customize the view.
See Editing a data view.
You can copy an existing data view to use as the basis for creating a new data view.
See Copying a data view.
Adding a data view
You can add a data view to the Data Views page to display the values of each meta field with a search query.
After you add a data view, you must edit it to configure and customize the view.
See Editing a data view.
To add a data view
1. On the product menu, click Reports > Data Views.
2. On the Data Views page, click Add New Data View.
3. In the Add New Data View dialog box, in the Title field, enter the name of the data view you want to create.
4. Click Add.
Editing a data view
When you add a data view to the Data Views page, you use Edit to change the data view's name and description or to move,
reveal, or hide the display of each meta field.
You can also lock or unlock a selected data view.
See Adding a data view.
To edit a data view
1. On the product menu, click Reports > Data Views.
157 About the Reports menu
2. On the Data Views page, in the Actions column of the table, click Edit in the row with the data view that you want to change.
3. On the Data Views Editor page, set the options you want.
See Data View Editor options.
4. Click Save Changes.
5. (Optional) Do any of the following:
Click History to revert any changes that you have made.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Data View Editor options
A table that describes the options that are available on the Staged Data View Editor page.
The Data View Editor has all the controls for hiding, showing, and moving field columns on the Data View page.
When you view a data view, the resulting table also shows the following additional column fields which are not editable: Ranking,
Relevance, and Score (overall). These three special fields represent the relevance scores, rank scores, and overall scores for each
result.
See Viewing a data view.
Description Option
The name of the data view. The name is displayed at the top
right when you view the data view.
Title
See Viewing a data view.
(Optional) Contains a description of the data view. The
description is displayed between the title name of the data view
and the New Search text field.
Description
Lets you specify default search parameters. When the data view
is displayed for the first time, these CGI parameters are
automatically appended.
Search Parameters
Do not change or delete sp_cs or sp_f. These parameters
are essential to Data View regardless of the account's preferred
character set.
See Backend search CGI parameters.
Lets you lock or unlock the data view. Lock Status
You can view a locked data view only with a password and user
name. The user must be a current member of the account.
158 About the Reports menu
Description Option
An unlocked data view is accessed without a password or user
account.
Lets you change the column order by editing the number in
the Order text box. You can also drag-and-drop a row to change
the column order.
Order
Lets you turn on or off the display of the column. Include
Display thumbnails and images in this column if the search
result for this column returns a URL.
Display URL as image
The URL is stripped of its scheme name or protocol before
becoming a value of the src attribute of an image tag.
If the returning search result does not look like a URL to an
image, then an is displayed.
Sets the number of characters that are displayed as a result on
the data view.
Field Length
The default is 100 characters.
Some fields, such as the ranking score and the date field, do
not have adjustable field lengths.
Copying a data view
You can copy an existing data view on the Data Views page to use as the basis for creating a new data view.
After you copy a data view, you can further customize it by editing the view.
See Editing a data view.
To copy a data view
1. On the product menu, click Reports > Data Views.
2. On the Data Views page, in the Actions column of the table, click Copy in the row with the data view that you want to copy.
3. On the Copy Data View page, in the New Title text field, enter the new name that you want to assign the data view.
4. Click Copy.
5. (Optional) Do any of the following:
Click History to revert any changes that you have made.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
159 About the Reports menu
Deleting a data view
You can delete a data view on the Data Views page that you no longer need or use.
To delete a data view
1. On the product menu, click Reports > Data Views.
2. On the Data Views page, in the Actions column of the table, click Delete in the row with the data view that you want to
remove.
3. On the Delete Data View page, click Delete.
4. (Optional) Do any of the following:
Click History to revert any changes that you have made.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
Viewing a data view
You can use View on the Data Views page to display a selected data view.
The data view that you select is opened in a separate browser window.
To view a data view
1. On the product menu, click Reports > Data Views.
2. Do any one of the following:
On the Data Views page, in the Title column of the table, click the name of a data view that you want to open.
On the Data Views page, in the Actions column of the table, click View in the row with the data view that you want to
open.
Setting up SiteCatalyst Report Suites
To use SiteCatalyst Report Suite data in a site search/merchandising, you create copies of the SiteCatalyst data in your account.
See About SiteCatalyst Report Suites.
See Loading SiteCatalyst data.
The Staged SiteCatalyst Terms Report page and the Staged SiteCatalyst Report Suites page displays the following information
in a table:
Description Column
Identifies the name of the SiteCatalyst Report Suite. Report Suite
See Adding a SiteCatalyst Report Suite.
160 About the Reports menu
Description Column
See Editing the SiteCatalyst metrics of a Report Suite.
The SiteCatalyst Element, the Classification value, or both, that
is used in the Report Suite request.
Report Type (SiteCatalyst Element)
See Editing the SiteCatalyst metrics of a Report Suite.
The optional metadata field, whose values are used as look-up
"keys" into the Report Suite.
Cross-Reference Field
See Editing the SiteCatalyst metrics of a Report Suite.
Lets you preview the most recent copy of the Report Suite's
data.
Actions
See Previewing SiteCatalyst Data.
To set up SiteCatalyst Report Suites
1. On the product menu, do one of the following:
Click Reports > SiteCatalyst Terms Report.
Click Reports > SiteCatalyst Report Suites.
2. Click View Live Settings.
Viewing the Search Request Report or the Content Requests Report
You can view the Search Requests Report to see the number of search requests over a specified period of time. You can also
view the Content Requests Report to see the number of content requests over a specified period of time.
To view the Search Requests Report or the Content Requests Report
1. On the product menu, do one of the following:
Click Reports > Search Requests.
Click Reports > Content Requests.
2. On the report page, in the Period drop-down list, select the length of time to include in the report.
3. In the Chart Type drop-down list, select one of the following options based on the selected report:
Description Option
Shows the number of requests per day. Daily Search Request Count
or
Daily Content Request Count
Shows the number of requests per month. Monthly Search Request Count
161 About the Reports menu
Description Option
or
Monthly Content Request Count
Shows the amount of bandwidth that is required to process
the daily search requests or the daily content requests.
Daily Search Request Bandwidth
or
Daily Content Request Bandwidth
4. In the Chart Style drop-down list, select how you want the data represented in the report.
Viewing the Search Index Size Report
The Search Index Size report shows the size of the search index over a specified period.
To view the Search Index Size Report
1. On the product menu, click Reports > Index Size.
2. On the report page, in the Period drop-down list, select the length of time to include in the report.
3. In the Chart Style drop-down list, select how you want the data represented in the report.
Viewing the Crawl Performance Report or the Staged Crawl Performance Report
The index crawler's performance is logged by recording various metrics across the duration of the crawl's progress. You can
choose a crawl period, metric, chart style, and crawl type when you view a live or staged crawl performance report.
To view the Crawl Performance Report or the Staged Crawl Performance Report
1. On the product menu, do one of the following:
Click Reports > Crawl Performance.
On the report page, in the Crawl Ending drop-down list, select the length of time to include in the report.
Click Reports > Staged Crawl Performance.
On the report page, in the Staged Crawl Ending drop-down list, select the length of time to include in the report.
2. In the Metric drop-down list, select one of the following metrics:
Description Option
Number of documents downloaded. Documents Downloaded
Number of pages downloaded. Pages Downloaded
Number of kilobytes downloaded. Bytes Downloaded (KB)
162 About the Reports menu
Description Option
Number of pages indexed. Pages Indexed
Number of kilobytes indexed. Bytes Indexed (KB)
Average characters-per-second rate during the indexing crawl. Average CPS
Total time spent waiting for TCP/IP connections to complete, per page. Connect ms
Time between sending the fetch request and the first byte received, per page. First Byte ms
Total document download time, per page. Download ms
Displays Download ms, First Byte ms, Connect ms, and remaining Download
times, per page.
Aggregate
Total filter script process time, per page. filter process ms
Total download process time (includes Download and filter), per page. download process ms
Total indexing process time, per page. index process ms
3. In the Chart Style drop-down list, select how you want the data represented in the report. You can select Bars or Area.
4. In the Chart Type drop-down list, choose the index level you want to report on. You can select Full, Incremental, or Full
& Incremental.
Viewing the Change Log
The Change Log shows you a history of recent changes made within your account.
Only changes that appear under History are shown. The changes are listed in reverse chronological order. Each entry shows
the page that was changed, its version number in History, the e-mail address of the user who made the changes, the time of the
change, and whether the change was a save or the page's settings pushed live.
See About Staging.
1. On the product menu, click Reports > Change Log.
2. On the Change Log page, use the navigation and viewing options at the top and bottom of the page to view the log information.
About Alerts
The Alerts page provides a central place to view and manage all alerts having to do with your account.
A variety of alerts are generated, sent to one or more e-mail addresses. The filters and other controls on the Alerts page can help
you manage multiple alerts at once.
163 About the Reports menu
Each alert has one of the following three levels which are represented by different icons:
Info-level alerts are the most common type of alert. They show non-critical information that is helpful or that you may want
to be aware of.
Warning-level alerts indicate a situation that you should take care of or monitor.
Urgent alerts, though rare, provide information about issues that you must take care of immediately.
Above the list of alerts, a bar contains filtering and navigation controls. If you have many alerts, you may want to filter them
based on any combination of level, date, destination e-mail address, or subject text. You can also filter items by date, the person
they were sent to, and by subject.
Select one or more filter buttons to show those levels of alerts, or deselect them to filter out those items. To filter by date, select
a start date, end date, or both, in MM/DD/YYYY format. Enter text in the "Sent To" or "Subject" fields to find alerts that match
the text you entered.
Viewing alerts
The Alerts page provides a central place to view and manage all alerts having to do with your account.
To view alerts
1. On the product menu, click Reports > Alerts.
2. On the Alerts page, in the Filter By: Level area, select or deselect the alerts that you want to view or hide.
3. In the table, click an alert to view it.
4. (Optional) Do any of the following:
To filter alerts by date, in the Start Date text field, the End Date text field, or both, enter a date in MM/DD/YYYY format.
In the Sent To text field, the Subject text field, or both, enter words or phrases to find alerts that match the text you entered.
To delete one or more alerts, in the left column, check the alerts that you want to delete, and then click Delete Selected
Alerts.
To select all displayed alerts, select the checkbox at the top of the left column.
If you want to select all matching alerts rather than a single page of them, in the drop-down list on the right, select All
Alerts, and then select the checkbox at the top of the column.
164 About the Reports menu
About the Index menu
Use the Index menu to configure indexing or perform full, incremental, scripted, or remotely controlled indexing of your
website.
About Index Overview
You can use Index Overview to see the status of your staged and live indexes that are associated with your account.
The daily crawl performance graph shows the last three days of indexing activity. If you do not have any index activity in the
last three days, the graph shows a three-day period that covers when you last had index activity.
See About Full Index.
See About Incremental Index
See About Scripted Index.
See About Rollback for indexes.
About Full Index
You can use Full Index to index all the pages of your staged or live website. Indexing helps your customers more easily find what
they are looking for or what they need when they perform a search.
When you generate a full index, status information is displayed, such as start time, elapsed time, and errors during the indexing
process. Information about the status of your last index is also displayed.
If you have changed an account setting that requires an index regeneration, the status may read "Regenerating." During
regeneration, account settings are applied to create an updated site index.
You can stop or restart the indexing process at any time.
While the new index is built for a live website, customers can continue to search your site using your last index. Information
about the status of your last index is also displayed.
Setting the full index schedule for a live website
You can specify the time and days that you want to crawl your website and update the index.
The time that you select is local according to the time zone that is configured in Account Settings.
See Configuring your account settings.
Web servers are often scheduled to go down for maintenance in the middle of the night. If your server is down during a scheduled
index time, the indexing process will fail. Be sure that you select a time of day when your web server is available.
The index schedule only applies to your live index; you cannot schedule staged indexes.
To set the full index schedule for a live website
1. On the product menu, click Index > Full Index > Live Schedule.
2. In the Time drop-down list, select the hour that you want the full indexing to start.
3. Select one or more days that you want the full indexing to run.
4. Click Save Changes.
165 About the Index menu
Running a full index of a live or staged website
You can use Full Index to index all the pages of your staged or live website. Indexing helps your customers more easily find what
they are looking for or what they need when they perform a search.
To run a full index of a live or staged website
1. On the product menu, do one of the following:
Click Index > Full Index > Live Index.
Click Index > Full Index > Staged Index.
2. Set the indexing options that you want.
See Indexing options.
3. Click Full Index Now.
4. (Optional) If indexing errors occurred, click View Errors to view the associated log.
Indexing options
A table that describes the options that are available on the live Full Index page and the Stage Full Index page.
Description Option
Removes all documents from the index cache. Clear Index Cache
When selected, every website page is downloaded from your
server. If this setting is checked and disabled, your account is
set to clear the cache every time a full index is performed. Or,
some previously changed account setting now requires a full
index.
When deselected, all indexed pages stay in the index until the
web server says that the page no longer exists. This situation is
true even if links to that page are removed.
Select If you have made changes to your account settings that
have substantially changed the contents of your index.
Regenerate Pending
Substantial changes include making changes to any of the
following:
Synonyms
Collections
Metadata
Excluded words
Account language
Ranking
Toggling case-sensitive search
Toggling diacritical support
Toggling number indexing
166 About the Index menu
Description Option
Before another crawl takes places, a quick pass is done through
all the index data to make it conform to the new account
settings.
This option is only available if you are doing a full index of a
staged website.
Allows the crawling of website pages to continue even after you
have reached your account page limit.
Count All Pages
Additional pages are not added to your index, but you can
ascertain the total number of documents on your website.
Viewing the full index log of a live or staged website
When a live full index or a staged full index is complete, you can view its associated log to troubleshoot any errors that occurred.
You cannot export logs, nor save them. The log remains available for viewing until the new index occurs.
To view the full index log of a live or staged website
1. On the product menu, do one of the following:
Click Index > Full Index > Live Log.
Click Index > Full Index > Staged Log.
2. On the log page, at the top or bottom, do any of the following:
Use the navigation options First, Prev, Next, Last, or Go to line to move through the log.
Use the display options Errors only, Wrap line, or Show to refine what you see.
About Incremental Index
You can use Incremental Index to index "pieces" of your live or staged website, such as a collection of frequently changed pages.
An incremental index takes only seconds to perform and is useful on large capacity websites that can take many hours to
completely index.
When you generate an incremental index, status information is displayed, such as start time, elapsed time, and errors during
the indexing process. Information about the status of your last index is also displayed.
You can stop or restart the incremental indexing process at any time.
While the new incremental index builds for your live website, customers can continue to search your site using your last
incremental index.
Configuring an incremental index of a staged website
You can configure what website pages you want to include in your incremental Index by specifying website URLs and URL
masks.
167 About the Index menu
To configure an incremental index of a staged website
1. On the product menu, click Index > Incremental Index > Configuration.
2. On the Incremental Index Configuration page, use the various fields to specify which pages that you want to index.
See Incremental index configuration options.
3. Click Save Changes.
4. (Optional) Do one of the following:
Click History to revert any changes that you have made.
Using the History option.
Click View Live Settings.
See Viewing live settings
Click Push Live.
See Pushing stage settings live
Incremental index configuration options
A table that describes the fields that are available on the Staged Incremental Index Configuration page.
Description Field
Specify URLs. Add or Update URLs
The search robot only indexes the specified documents that
have changed since the last time you indexed.
Additionally, the search robot follows links that are contained
within the specified documents and indexes only those
documents that have changed.
This field must contain document URLs only and not masks
as in the following example:
http://www.mydomain.com/products/new.html.
You can use the following keywords with the URL:
noindex
If you do not want to index the text on the page that matches
a specified URL, but you want to follow the page's links, add
noindex after the URL as in the following example:
http://www.mydomain.com/products/new.html
noindex
Be sure you separate noindex from the URL with a space;
a comma is not a valid separator.
nofollow
168 About the Index menu
Description Field
If you want to index the text on the page that matches the
specified URL, but you do not want to follow the page's links,
add nofollow after the URL as in the following example:
http://www.mydomain.com/products/new.html
nofollow
Be sure you separate nofollow from the URL with a space;
a comma is not a valid separator.
Specify simple URL masksfull path, partial path, or paths
that use wild cards or regular expressions.
Find and Update URL Masks
The search robot finds all matching documents and indexes
only those documents that have changed since the last time
you indexed.
Additionally, the search robot follows links that are contained
within the matching documents and indexes only those pages
that have changed. For example:
http://www.mydomain.com/products/household/*.html
You can also use regular expressions as in the following
example:
regexp
^http://www\.mydomain\.com/products/household/.*\.html$
See Regular Expressions.
You can also use the keywords nofollow and noindex as
described in Add or Update URLs above.
Specify simple include or exclude URL masksfull path, partial
path, or paths that use wild cards or regular expressions.
Include and Exclude URL Masks
The search robot finds and indexes ("include") or ignores
("exclude") documents based on the type of mask that is
specified.
When indexing a site, directions are followed in order of
appearance. For example, the following list of masks:
include
http://www.mydomain.com/products/household/lightbulbs*.html
exclude http://www.mydomain.com/products/
indexes the pages lightbulbs1.html and
lightbulbs2.html. However, it does not index any other
pages that are listed under the products directory.
169 About the Index menu
Description Field
A URL mask that appears first always takes precedence over
one that appears later in the list. Additionally, if the search
robot encounters a document that matches both an include
mask and an exclude mask, the mask that is listed first takes
precedence.
You can also use the keywords nofollow and noindex as
described in Add or Update URLs above.
See About URL Masks.
Specify simple include or exclude date masksfull path, partial
path, or paths that use wild cards or regular expressions.
Include and Exclude Date Masks
The search robot finds and indexes ("include") or ignores
("exclude") documents based on both the URL and the date of
documents.
You can use the following types of date masks:
include-days NNN
The search robot indexes all documents that match the
specified URL mask and are NNN days or more old.
You can follow the URL mask with one or more of the
following keywords:
nofollow
noindex
server-date
For example, the following mask includes all documents in
the /archive/support folder that are 0 days or older:
include-days 0
http://www.mydomain.com/archive/support/
include-date YYYY-MM-DD
The search robot indexes all documents that match the
specified URL mask and are as old or older than the
YYYY-MM-DD date.
You can follow the URL mask with one or more of the
following keywords:
nofollow
noindex
server-date
The following mask example includes all documents in the
/archive/ folder dated on or before July 25, 2011:
170 About the Index menu
Description Field
include-date 2011-07-25
http://www.mydomain.com/archive/
exclude-days NNN
Disable indexing of all documents that match the specified
URL mask and are NNN days or more old.
Optionally, you can follow the URL mask by the keyword
server-date.
The following mask example excludes all PDF files that are
90 days old or older from your index:
exclude-days 90 *.pdf
exclude-date YYYY-MM-DD
Disable indexing of all documents that match the specified
URL mask and are as old or older than the date
YYYY-MM-DD.
Optionally, you can follow the URL mask by the keyword
server-date.
The following mask example excludes all documents in the
/archive/ folder dated on or before April 23, 2004:
exclude-date 2004-04-23
http://www.mydomain.com/archive/
See About Date Masks.
Specify URLs. Delete URLs
The search robot finds and deletes the specified documents
from your search index. If a specified page is already in your
search index, the robot deletes it before it adds or updates any
other pages.
This field must contain only document URLs, and not masks.
Specify simple URL masksfull path, partial path, or ones that
use wild cards or regular expressions.
Find and Delete URL Masks
If the specified URL mask matches pages in your search index,
the search robot deletes the pages before it adds or updates any
other pages. For example:
http://www.mydomain.com/products/1998/household/*
You can also use regular expressions as in the following
example:
171 About the Index menu
Description Field
regexp
^http://www\.mydomain\.com/products/199[567]/.*$
See Regular Expressions.
Setting the incremental index schedule for a live website
You can select the Incremental Index frequency and the base time that is used to crawl and update your incremental index.
The time that you select is local according to the time zone that is configured in Account Settings.
See Configuring your account settings.
Web servers are often scheduled to go down for maintenance in the middle of the night. If your server is down during a scheduled
index time, the indexing process will fail. Be sure that you select a time of day when your web server is available.
The index schedule only applies to your live index; you cannot schedule staged indexes.
To set the incremental index schedule for a live website
1. On the product menu, click Index > Incremental Index > Live Schedule.
2. On the In the Incremental Index Schedule page, in the Incrementally Index drop-down list, select the indexing frequency
in hours or minutes.
3. In the Base Time drop-down list, select the starting time when you want to regenerate a new incremental index.
4. Click Save Changes.
Running an incremental index of a live or staged website
You can use Incremental Index to index "pieces" of your live or staged website, such as a collection of frequently changed pages.
To run an incremental index of a live or staged website
1. On the product menu, do one of the following:
Click Index > Incremental Index > Live Index.
Click Index > Incremental Index > Staged Index.
2. Click Incremental Index Now.
3. (Optional) If indexing errors occurred, click View Errors to view the associated log.
Viewing the incremental index log of a live or staged website
When a live full index or a staged full index is complete, you can view its associated log to troubleshoot any errors that occurred.
You cannot export logs, nor save them. The log remains available for viewing until the new index occurs.
To view the incremental index log of a live or staged website
1. On the product menu, do one of the following:
Click Index > Incremental Index > Live Log.
Click Index > Incremental Index > Staged Log.
172 About the Index menu
2. On the log page, at the top or bottom, do any of the following:
Use the navigation options First, Prev, Next, Last, or Go to line to move through the log.
Use the display options Errors only, Wrap line, or Show to refine what you see.
About Scripted Index
With Scripted Index you can write, update, and maintain incremental indexing options without the need to log in. The search
robot reads instructions from a text file that is hosted on your server.
About configuring scripted incremental indexing
To use Scripted Index, you use the Scripted Incremental Index Configuration page to specify the URL to a script file (a plain
text file) that is located on your server. For example, http://www.mysite.com/indexlist.txt. As your site changes,
you can add command blocks to the text file either manually or automatically (with a script triggered by the arrival of information
from a news feed, stock ticker, or other altered file).
When the scripted incremental index begins, the search robot reads the text file and runs the new commands that are found in
that file. By default, the search robot processes only the new commands, which are determined by the file date. Unless you check
Clear Date at the time you configure Scripted Index, the search robot "remembers" the date-specifier of the most recently
processed block.
About the script file
The script file that you specify in the URL is a plain text file that is located on your server. You can use carriage returns, line
feeds, or both for the end-of-line sequence. A blank line contains zero or more white space characters followed by an end-of-line
sequence. All commands are case-insensitive.
The text file is organized in blocks that describe the information that the search robot uses when it performs a scripted incremental
index.
Blocks are ordered by date, with the oldest blocks at the top of the text file, and the most recent blocks at the bottom. Each block
begins with a single line date-command and a date-specifier command, and ends with a blank-line separator as in the following
block example (in between are several commands):
date-command date-specifier
comment line
action-command [URL | URL mask] [nofollow | noindex] [server-date]
action-command [URL | URL mask] [nofollow | noindex] [server-date]
action-command [URL | URL mask] [nofollow | noindex] [server-date]
blank line
A leading zero is required for all ordinal dates lower than the 10th when using the HTTP 1.1 style. For example, November 6th
is 06 Nov, not 6 Nov.
Description Command
The first line of each block starts with one of two date
commands:
date-command
173 About the Index menu
Description Command
date
Use the "date" command to indicate that the date-specifier
will consist of a day, date, time, and time zone.
seconds
Use seconds to indicate that the date-specifier will consist
of a time in epoch seconds (for example, 784111777). When
using seconds, make sure that the number of seconds
increases between blocks.
The date-specifier command typically records either the
ordinal date and time (date command) or the time in epoch
date-specifier
seconds (seconds command) that the block information was
added to the file. For example:
date Sun, 06 Nov 1994 08:49:37 GMT (HTTP 1.1
style)
date Sunday, 06-Nov-94 08:49:37 GMT (HTTP 1.0
style)
date Sun Nov 6 08:49:37 1994 (Unix asctime()
date style)
seconds 784111777 (Unix epoch-seconds style)
A leading zero is required for all ordinal dates lower than the
10th when using the HTTP 1.1 style. For example, November
6th is 06 Nov, not 6 Nov.
The search robot "remembers" the date-specifier of the most
recently processed block and only indexes information that it
considers to be "newer." (Real-time does not matter to the
search robot. Instead, the time in relation to other previously
processed times is what matters.)
After the search robot reads a block with a date-specifier of
10:00 p.m, for example, it does not read any blocks that record
times before 10:00 p.m., regardless of when the index operation
runs. In a worst-case scenario, you might mistakenly enter the
year "2040" instead of "2004" in your date-specifier. In such an
instance, the search robot indexes the 2040 block during the
next indexing operation and then refuses to read any other
blocks of information (unless one post-dates 2040). If this
should happen, remove all previously processed blocks from
the text file, click Clear Date, and then push it live.
Begin comment lines with the "#" character. comment line
Each comment line must be a line of its own; you cannot type
end-of-line comments.
174 About the Index menu
Description Command
A comment line is not considered a blank line. It can also
appear anywhere in a block, even before a date or seconds
command as in the following example:
#Added by Cathy Read after the Y2K seminar
date Mon, 29 Dec 1999 09:32:20 GMT
Each text block can contain as many action commands as you
want. The following action-command options correspond to
those for standard incremental indexing:
action-command
add
Use with URL. The search robot only indexes the specified
URLs that have changed since your last indexing operation.
Additionally, the search robot follows links that are contained
within specified documents and indexes only those documents
that have changed.
You can follow the URL with nofollow or noindex
keywords as in the following example:
add http://www.mydomain.com/ noindex
update
Use with URL mask. The search robot finds and updates all
documents that match the specified URL mask.
You can follow the URL with nofollow or noindex
keywords as in the following example:
update http://www.mydomain.com/products/
include or exclude
Use with URL mask. The search robot finds and indexes
("include") or ignores ("exclude") documents based on the
type of mask specified.
For example,
include
http://www.mydomain.com/products/household/lightbulbs*.html
or
exclude http://www.mydomain.com/archive/
include-date or exclude-date
Use with URL mask. The search robot finds and indexes
("include") or ignores ("exclude") documents based on the
both the URL and the date of documents. The following types
of masks are available:
175 About the Index menu
Description Command
include-days NNN
The search robot indexes all documents that match the
specified URL mask and are NNN days or more old.
You can follow the URL mask with the keywords
nofollow, noindex, and/or server-date.
include-date YYYY-MM-DD
The search robot indexes all documents that match the
specified URL mask and are as old or older than the date
YYYY-MM-DD, where "YYYY" is the 4 digit year, "MM" is
the one- or two-digit month (1-12), and "DD" is the one-
or two-digit day (1-31).
You can follow the URL mask with the keywords
nofollow, noindex, and/or server-date.
exclude-days NNN
Disables indexing of all documents that match the specified
URL mask and are NNN days or more old.
You can follow the URL mask with the keyword
server-date.
exclude-date YYYY-MM-DD
Disables indexing of all documents that match the specified
URL mask and are as old or older than the date
YYYY-MM-DD.
You can follow the URL mask with the keyword
server-date.
delete
Specify URLs. The search robot removes documents from the
index that are identified by the URL.
deletemask
The search robot removes documents from the index that
match the specified URL mask.
See also About URL Masks.
Script file example
In the following script file example, the search robot processes the blocks provided that the date-specifiers post-date the
date-specifier of the most recently processed block. If that is the case, then the following indexing operations occur:
Deletes y2k-problems.html from the index.
176 About the Index menu
Adds no-y2k-problems.html to the search index and does not follow any of the links for no-y2k-problems.html.
While crawling, exclude URLs that match housewares.htm and lightfixtures.html from the search index.
Include all other directories and documents under www.mydomain.com.
Update all documents within the products and information directories, crawling and indexing all subsidiary links that
have changed since the last indexing operation.
While crawling, exclude URLs in the archive section of the website if they are dated on or before January 1, 1999.
Exclude URLs that match housewares.html and lightfixtures.html from the search index.
Index files in the help directory, but do not crawl or index any links from those files.
Crawl and index any other files encountered for www.mydomain.com.
# Start of file.
# Added by John Smith
date Sat, 01 Jan 2004 16:05:53 PST
exclude http://www.mydomain.com/housewares.html
exclude http://www.mydomain.com/lightfixtures.html
include http://www.mydomain.com/
delete http://www.mydomain.com/y2k-problems.html
add http://www.mydomain.com/no-y2k-problems.html nofollow
date Sun, 02 Jan 2004 20:19:08 PST
# Added by the wire service updater
exclude-date 1999-01-01 http://www.mydomain.com/archive server-date
exclude http://www.mydomain.com/housewares.html
exclude http://www.mydomain.com/lightfixtures.html
include http://www.mydomain.com/help/ nofollow
include http://www.mydomain.com/
# no add files, just update existing files
# update all files in the "products" directory
update http://www.mydomain.com/products/
# update all files in the "information" directory
update regexp ^http://www\.mydomain\.com/information/.*$
# End of file.
Configuring a scripted incremental index
You can specify a script that you have created that writes, updates, and maintains an incremental index, without the need to log
in. The search robot reads instructions from the text file that is hosted on your server to perform the incremental index.
To configure a scripted incremental index
1. On the product menu, click Index > Scripted Index > Configuration.
2. On the Scripted Incremental Index Configuration page, in the Script File URL, enter the URL to the text file script that is
located on your server.
See About Scripted Index.
3. (Optional) Check Clear Data if you do not want the search robot to "remember" the date-specifier of the most recently
processed block.
By default, the search robot processes only new blocks of commands that are found in the text file, which is determined by
the file's date. If you do not want the default, check Clear Date.
4. Click Save Changes.
5. (Optional) Do one of the following:
Click History to revert any changes that you have made.
Using the History option.
Click View Live Settings.
177 About the Index menu
See Viewing live settings
Click Push Live.
See Pushing stage settings live
Setting the scripted incremental index schedule for a live website
You can schedule scripted incremental indexing to occur at regular intervals throughout the day.
The base time that you select is local according to the time zone that is configured in Account Settings.
See Configuring your account settings.
Web servers are often scheduled to go down for maintenance in the middle of the night. If your server is down during a scheduled
index time, the indexing process will fail. Be sure that you select a time of day when your web server is available.
The index schedule only applies to your live index; you cannot schedule staged incremental indexes.
To set the scripted incremental index schedule for a live website
1. On the product menu, click Index > Scripted Index > Live Schedule.
2. On the Scripted Incremental Index Schedule page, in the Read the Scripted Incrementally Indexing File drop-down list,
select the frequency that you want the scripted incremental index text file to run, in hours or minutes.
3. In the Base Time drop-down list, select the starting time when you want to regenerate a new scripted incremental index.
4. Click Save Changes.
Running a scripted incremental index of a live or staged website
You can use Scripted Incremental Index to index "pieces" of your live or staged website, such as a collection of frequently changed
pages, all without the need to log in.
To use this feature, be sure that you have configure a scripted incremental index text file.
See Configuring a scripted incremental index.
To run a scripted incremental index of a live or staged website
1. On the product menu, do one of the following:
Click Index > Scripted Index > Live Index.
Click Index > Scripted Index > Staged Index.
2. Click Scripted Index Now.
3. (Optional) If indexing errors occurred, click View Errors to view the associated log.
Viewing the scripted incremental index log of a live or staged website
When a live full scripted index or a staged full scripted index is complete, you can view its associated log to troubleshoot any
errors that occurred.
You cannot export logs, nor save them. However, the log remains available for viewing until the new index occurs.
To view the incremental index log of a live or staged website
1. On the product menu, do one of the following:
178 About the Index menu
Click Index > Scripted Index > Live Log.
Click Index > Scripted Index > Staged Log.
2. On the log page, at the top or bottom, do any of the following:
Use the navigation options First, Prev, Next, Last, or Go to line to move through the log.
Use the display options Errors only, Wrap line, or Show to refine what you see.
About Regenerate Index
You can use Regenerate Index to update your website's index without the need to recrawl your site.
You can use this option whenever you make a change to the following account options:
Words & Languages
Excluded Words
Synonyms
Metadata settings such as when you delete a metadata field, change a field name, data type, date formats, sort order, minimum
or maximum rank value, default rank value, list type, or list separator.
The updated account option information is used to generate a new site index. Regenerate lets you quickly and efficiently make
changes to your site index.
By default, any new or changed website content is not included in the index. To include such content, run a full or incremental
index.
See also Running a full index of a live or staged website.
See also Running an incremental index of a live or staged website.
Regenerating the index of a live or staged website
You can use Regenerate Index to update your website's index without the need to recrawl your site.
To regenerate the index of a live or staged website
1. On the product menu, do one of the following:
Click Index > Regenerate Index > Live Regenerate.
Click Index > Regenerate Index > Staged Regenerate.
2. On the Regenerate page, click Regenerate Index Now.
3. (Optional) Do any of the following:
If you chose to run Live Regenerate, click View Last Crawl to review performance statistics for the last live index
regeneration that was performed.
While the index is regenerating, click Stop Regenerate Now to stop the index regeneration process.
While the index is regenerating, click Restart Regenerate Now to restart the index regeneration process from the
beginning.
If indexing errors occurred following a staged regeneration, click View Errors to view the associated log.
179 About the Index menu
Viewing the regenerated index log of a live or staged website
When a live index regeneration or a staged index regeneration is complete, you can view its associated log to troubleshoot any
errors that occurred.
You cannot export logs, nor save them. However, the log remains available for viewing until the new index occurs.
To view the regenerated index log of a live or staged website
1. On the product menu, do one of the following:
Click Index > Regenerate Index > Live Log.
Click Index > Regenerate Index > Staged Log.
2. On the log page, at the top or bottom, do any of the following:
Use the navigation options First, Prev, Next, Last, or Go to line to move through the log.
Use the display options Errors only, Wrap line, or Show to refine what you see.
About Re-Rank Index
You can use Re-Rank Index to update your site's ranking information without the need to recrawl your site.
You can use this option whenever you make changes to certain account Ranking settings. The updated account option information
is used to generate new site ranking data. Re-Rank lets you quickly and efficiently make changes to your site ranking.
By default, any new or changed website content is not included in the index. To include such content, run a full or incremental
index.
See Running a full index of a live or staged website.
See Running an incremental index of a live or staged website.
Re-ranking the index of a live or staged website
You can use Re-Rank Index to update your site's ranking information without the need to recrawl your site.
To re-rank the index of a live or staged website
1. On the product menu, do one of the following:
Click Index > Re-Rank Index > Live Re-Rank.
Click Index > Re-Rank Index > Staged Re-Rank.
2. On the Re-Rank page, click Re-Rank Now.
3. (Optional) Do any of the following:
If you chose to run Live Re-Rank, click View Last Crawl to review performance statistics for the last live index re-ranking
that was performed.
While the re-rank is processing, click Stop Re-Rank Now to stop the index re-ranking process.
If indexing errors occurred following the re-rank of a staged website, click View Errors to view the associated log.
180 About the Index menu
Viewing the re-ranked index log of a live or staged website
When a live index re-rank or a staged index re-rank is complete, you can view its associated log to troubleshoot any errors that
occurred.
You cannot export logs, nor save them. However, the log remains available for viewing until the new index occurs.
To view the re-rank index log of a live or staged website
1. On the product menu, do one of the following:
Click Index > Re-Rank Index > Live Log.
Click Index > Re-Rank Index > Staged Log.
2. On the log page, at the top or bottom, do any of the following:
Use the navigation options First, Prev, Next, Last, or Go to line to move through the log.
Use the display options Errors only, Wrap line, or Show to refine what you see.
About Remote Control for Indexing
Whenever your website changes, you can use Remote Control to run a script or program requesting that the search robot run
an index.
The remote control indexing request typically comes from a script or a program that is located on your server.
The robot crawls your website and constructs the index. To submit a remote control request, you configure the necessary
password and response strings.
How to make a remote control request
To make a remote control request, use the following format examples based on the location of your data center:
Example Data center location
https://center.lon5.atomz.com/search/cgiindex.tk?sp_a=sp99999999&sp_password=xxxxxx&sp_operation=op
London
http://search.atomz.com/search/cgiindex.tk?sp_a=sp99999999&sp_password=xxxxxx&sp_operation=op
North America
or
https://search.atomz.com/search/cgiindex.tk?sp_a=sp99999999&sp_password=xxxxxx&sp_operation=op
https://center.sin2.atomz.com/search/cgiindex.tk?sp_a=sp99999999&sp_password=xxxxxx&sp_operation=op
Singapore
or
Description String and value
Your account number. sp_a=sp99999999
181 About the Index menu
Description String and value
You can find your account number under Settings > Account
Options > Account Settings.
The remote control password. sp_password=xxxxxx
Lets you specify one of the following indexing operations that
you want to run:
sp_operation=op
full_index
The search robot runs a full index of your website.
incremental_index
The search robot runs an incremental index using the
configuration that is set under Index > Incremental Index
> Configuration.
script_index
The search robot runs an incremental index using the text
file that is specified under Index > Scripted Index >
Configuration.
full_staged_index
The search robot runs a full staged index of your website.
incremental_staged_index
The search robot runs an incremental staged index using the
configuration that is set under Index > Incremental Index
> Configuration.
You can append _saved to any of the above sp_operation
values to have the search robot attempt to use saved content.
For example, you could specify the following:
sp_operation=full_index_saved
or
sp_operation=full_staged_index_saved
Lets you remotely push live a staged index. sp_operation=pushlive
Any attempt to append _saved to the push live operation is
ignored.
When you run a pushlive operation an OK, Priority, or Error
response text string is returned to the server. You specify these
response strings on the Remote Control page.
See Remote Control configuration options.
182 About the Index menu
Description String and value
If you push live when there is no staged index, nothing happens
and the Ok response string is returned.
Search returns data in the form of a proper HTTP response. The full response is composed of an HTTP status, HTTP response
headers, a blank line, and the response string.
For example, suppose that you perform the following remote control request:
https://search.atomz.com/search/cgiindex.tk?sp_a=sp99999999&sp_password=my-password&sp_operation=full_index
The following is the response from the server:
Status: 200 OK
Content-type: text/plain
OK
Configuring Remote Control for indexing
Whenever your website changes, you can use Remote Control to run a script or program from your server, requesting that the
search robot run an index.
To configure Remote Control for indexing
1. On the product menu, click Index > Remote Control.
2. On the Remote Control page, set each configuration field option.
See Remote Control configuration options.
3. Click Save Changes.
Remote Control configuration options
A table that describes the configuration options that are found on the Remote Control page.
Configure these options If you want to be able to submit an indexing request from your server automatically to index your
website.
Description Option
Specify the remote control password. Remote Control Password
Passwords are case sensitive, at least six characters long, and must include at least
one letter. It is recommended that you also include at least one number.
Do not use your site search/merchandising login password.
Your password is used in each remote control request.
Lets you specify an OK response text string if the requested index operation begins
successfully. In such cases, the search robot returns your OK response string to
the server.
OK Response String
183 About the Index menu
Description Option
If another indexing operation is in progress when the remote request is made, the
search robot cannot perform the requested index. In such cases, your Priority
response text string is returned to the server.
Priority Response String
Lets you specify an Error response text string If your password is incorrect, or if
another error occurs. In such cases, the search robot returns your Error response
string back to the server.
Error Response String
About Rollback for indexes
You can use Rollback to back up and archive website indexes that you have generated. You can also restore the backup of an
index at any time.
The archive contains four indexes: the current site index, and three previous site indexes, which the search robot automatically
archives based on the rollback configuration settings. Each time your website is indexed, the archive is updated. Newer indexes
replace existing archived indexes so that the archive always remains current.
Each archived index is listed in the archive with the following information:
Date and time the index was finalized.
Index age.
Number of documents indexed.
Indexing operation type (full, incremental, and so on).
Index status such as whether the index is currently active, and whether it will be kept or removed after the next index.
Each time your website is indexed, the new index is added to the archive, and an existing archived index is removed. Note,
however, that the oldest index is not necessarily the one that is removed. When a new index is added to the archive, an age
comparison is made of each archived index to the ages that are specified in the rollback configuration settings. The index that
is furthest from the desired schedule is removed. For example, suppose the configuration setting is 24,48,72 and the ages of the
saved indexes are 5, 23, 47, and 71. The most recent index (aged five hours) is removed when a new index is added to the archive
because its age is furthest from the settings. For convenience, the archive notes which index is removed when the site is indexed
again.
You can navigate to other areas within the user interface while an index is activated. A status indicator keeps track of the activation
progress and is available when you view the Rollback page. If an archived index is restored, users are notified at the top of the
Full Index, Incremental Index, Scripted Index, and Regenerate pages. No indexing operation can occur while an index is being
restored. If a rollback operation conflicts with a scheduled site index, the scheduled indexing is deferred until the rollback has
finished. If an index is already in progress, then it is canceled, provided the user confirms that the rollback receive priority.
To maintain the integrity of the archive, the search robot does not update the rollback archive if errors are found during a crawl.
There is also no update if a user cancels an indexing operation. If an indexing operation exceeds the maximum time, bytes,
pages, or documents, the crawler finalizes the index and adds it to the archive. In addition, if the minimum number of pages is
not met during an indexing operation, the crawler cancels the index and the previous index remains active.
184 About the Index menu
Configuring the rollback archiving schedule of indexes
You can use Configure to determine which index files that you want to store in the rollback archive. The archive can store the
current index and three backup indexes.
The Schedule field contains three comma-separated values that represent hours from the present. For example, the schedule
values 24,48,72 specify 24 hours from the present or yesterday, 48 hours from the present or two days ago, and 72 hours from
the present or three days ago.
Search continually archives the site indexes that are the closest to one day, two days, and three days old. The actual times and
dates of the archived indexes can vary depending on your website's indexing schedule.
To configure the rollback archiving schedule of indexes
1. On the product menu, click Index > Rollback > Configure.
2. On the Rollback Configuration page, in the Schedule field, enter a command separated list of three index ages, in hours.
The indexes closest to these ages is saved.
3. Click Save Changes.
Activating an archived index
You can use Rollback to activate an archived index.
When you click Activate to rollback an index, the currently active index is moved into the archive.
Following the activation of the archived index, you are returned to the Activate Index page. Information about the index rollback
is displayed. Also, the Activate column in the Available Indexes table identifies the rolled back index with the status "Active
Index".
1. On the product menu, click Index > Rollback > Rollback.
2. On the Activate Index page, in the Available Indexes table, click Activate for the associated archived index type that you
want to make active.
Use the Date, Age, Pages, and Operation columns to help you determine which index to activate.
3. On the Verify Rollback page, review the index information to verify that you have selected the correct index, and then click
Activate Now.
Viewing the log of all index rollbacks
View the date and time of all rollback-related operations.
To view the log of all index rollbacks
1. On the product menu, do one of the following:
Click Index > Re-Rank Index > Live Log.
Click Index > Re-Rank Index > Staged Log.
2. On the log page, at the top or bottom, do any of the following:
Use the navigation options First, Prev, Next, Last, or Go to line to move through the log.
Use the display options Errors only, Wrap line, or Show to refine what you see.
185 About the Index menu
About the Settings menu
Use the Settings menu to manage crawling, searching, metadata, filtering scripting, metadata, rewrite rules, SiteCatalyst, SAINT,
and SEO settings. You can also manage your account profile, account options, and other users.
About the Crawling menu
Use the Crawling menu set date and URL masks, passwords, content types, connections, form definitions, and URL entrypoints.
About URL Entrypoints
Most websites have one primary entry point or home page that a customer initially visits. This main entry point is the URL
address from which the search robot begins index crawling. However, if your website has multiple domains or subdomains, or
if portions of your site are not linked from the primary entry point, you can use URL Entrypoints to add more entry points.
All website pages below each specified URL entry point are indexed. You can combine URL entry points with masks to control
exactly which portions of a website that you want to index. You must rebuild your website index before the effects of URL
Entrypoints settings are visible to customers.
The main entry point is typically the URL of the website that you want to index and search. You configure this main entry point
in Account Settings.
See Configuring your account settings.
After you have specified the main URL entry point, you can optionally specify additional entry points that you want to crawl in
order. Most often you will specify additional entry points for web pages that are not linked from pages under the main entry
point. Specify additional entry points when your website spans more than one domain as in the following example:
http://www.domain.com/
http://www.domain.com/not_linked/but_search_me_too/
http://more.domain.com/
You qualify each entry point with one or more of the following space-separated keywords in the table below. These keywords
affect how the page is indexed.
Important: Be sure that you separate a given keyword from the entry point and from each other by a space; a comma is not a
valid separator.
Description Keyword
If you do not want to index the text on the entry point page,
but you do want to follow the page's links, add noindex after
the entry point.
noindex
Separate the keyword from the entry point with a space as in
the following example:
http://www.my-additional-domain.com/more_pages/main.html
noindex
This keyword is equivalent to a robots meta tag with
content="noindex") between the <head>...</head>
tags of the entry point page.
186 About the Settings menu
Description Keyword
If you want to index the text in the entry point page but you
do not want to follow any of the page's links, add nofollow
after the entry point.
nofollow
Separate the keyword from the entry point with a space as in
the following example:
http://www.domain.com/not_linked/directory_listing
nofollow
This keyword is equivalent to a robots meta tag with
content="nofollow" between the <head>...</head>
tag of an entry point page.
When the entry point is a login page, form is typically used
so that the search robot can submit the login form and receive
form
the appropriate cookies before crawling the website. When the
"form" keyword is used, the entry point page is not indexed
and the search robot does not mark the entry point page as
crawled. Use nofollow if you do not want the search robot
to follow the page's links.
See also About Content Types.
See also About Index Connector.
Adding multiple URL entry points that you want indexed
If your website has multiple domains or subdomains and you want them crawled, you can use URL Entrypoints to add more
URLs.
To set your website's main URL entry point, you use Account Settings.
See Configuring your account settings.
To add multiple URL entry points that you want indexed
1. On the product menu, click Settings > Crawling > URL Entrypoints.
2. On the URL Entrypoints page, in the Entrypoints field, enter one URL address per line.
3. (Optional) In the Add Index Connector Configurations drop-down list, select an index connector that you want to add as
an entry point for indexing.
The drop-down list is only available if you have previously added one or more index connector definitions.
187 About the Settings menu
See Adding an Index Connector definition.
4. Click Save Changes.
5. (Optional) Do any of the following:
Click History to revert any changes that you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
About URL Masks
URL masks are patterns that determine which of your website documents the search robot indexes or not indexes.
Be sure that you rebuild your site index so that the results of your URL masks are visible to your customers.
See Configuring an incremental index of a staged website.
The following are two kinds of URL masks that you can use:
Include URL masks
Exclude URL masks
Include URL masks tell the search robot to index any documents that match the mask's pattern.
Exclude URL masks tell the search robot to index matching documents.
As the search robot travels from link to link through your website, it encounters URLs and looks for masks that match those
URLs. The first match determines whether to include or exclude that URL from the index. If no mask matches an encountered
URL, that URL is discarded from the index.
188 About the Settings menu
Include URL masks for your entrypoint URLs are automatically generated. This behavior ensures that all encountered documents
on your website are indexed. It also conveniently does away with links that "leave" your website. For example, if an indexed page
links to http://www.yahoo.com, the search robot does not index that URL because it does not match the include mask automatically
generated by the entrypoint URL.
Each URL mask that you specify must be on a separate line.
The mask can specify any of the following:
A full path as in http://www.mydomain.com/products.html.
A partial path as in http://www.mydomain.com/products.
A URL that uses wild cards as in http://www.mydomain.com/*.html.
A regular expression (for advanced users).
To make a mask a regular expression, insert the keyword regexp between the mask type ("exclude" or "include") and the
URL mask.
The following is a simple exclude URL mask example:
exclude http://www.mydomain.com/photos
Because this example is an exclude URL mask, any document that matches the pattern is not indexed. The pattern matches any
encountered item, both files and folders, so that http://www.mydomain.com/photos.html and
http://www.mydomain.com/photos/index.html, both of which match the exclude URL, are not indexed. To match
only files in the /photos/ folder, the URL mask must contain a trailing slash as in the following example:
exclude http://www.mydomain.com/photos/
The following exclude mask example uses a wild card. It tells the search robot to overlook files with the ".pdf" extension. The
search robot does not add these files to your index.
exclude *.pdf
A simple include URL mask is the following:
include http://www.mydomain.com/news/
Only documents that are linked by way of a series of links from a URL entrypoint, or that are used as a URL entrypoint themselves,
are indexed. Solely listing a document's URL as an include URL mask does not index an unlinked document. To add unlinked
documents to your index, you can use the URL Entrypoints feature.
See About URL Entrypoints.
Include masks and exclude masks can work together. You can exclude a large portion of your website from indexing by creating
an exclude URL mask yet include one or more of those excluded pages with an include URL mask. For example, suppose your
entrypoint URL is the following:
http://www.mydomain.com/photos/
The search robot crawls and indexes all of the pages under /photos/summer/, /photos/spring/ and /photos/fall/
(assuming that there are links to at least one page in each directory from the photos folder). This behavior occurs because the
link paths enable the search robot to find the documents in the /summer/, /spring/, and /fall/, folders and the folder
URLs match the include mask that is automatically generated by the entrypoint URL.
You can choose to exclude all pages in the /fall/ folder with an exclude URL mask as in the following example:
exclude http://www.mydomain.com/photos/fall/
189 About the Settings menu
Or, selectively include only /photos/fall/redleaves4.html as part of the index with the following URL mask:
include http://www.mydomain.com/photos/fall/redleaves4.html
For the above two mask examples to work as intended, the include mask is listed first, as in the following:
include http://www.mydomain.com/photos/fall/redleaves4.html
exclude http://www.mydomain.com/photos/fall/
Because the search robot follows directions in the order that they are listed, the search robot first includes
/photos/fall/redleaves4.html, and then excludes the rest of the files in the /fall folder.
If the instructions are specified in the opposite way as in the following:
exclude http://www.mydomain.com/photos/fall/
include http://www.mydomain.com/photos/fall/redleaves4.html
Then /photos/fall/redleaves4.html is not included, even though the mask specifies that it is included.
A URL mask that appears first always takes precedence over a URL mask that appears later in the mask settings. Additionally,
if the search robot encounters a page that matches an include URL mask and an exclude URL mask, the mask that is listed first
always takes precedence.
See Configuring an incremental index of a staged website.
About using keywords with URL masks
You can qualify each include mask with one or more space-separated keywords, which affect how the matched pages are indexed.
A comma is not valid as a separator between the mask and the keyword; you can only use spaces.
Description Keyword
If you do not want to index the text on the pages that match
the URL mask, but you want to follow the matched pages links,
noindex
add noindex after the include URL mask. Be sure that you
separate the keyword from the mask with a space as in the
following example:
include *.swf noindex
The above example specifies that the search robot follow all
links from files with the .swf extension, but disables indexing
of all text contained within those files.
The noindex keyword is equivalent to a robot meta tag with
content="noindex" between the <head>...</head>
tags of matched pages.
If you want to index the text on the pages that match the URL
mask, but you do not want to follow the matched page's links,
nofollow
add nofollow after the include URL mask. Be sure that you
separate the keyword from the mask with a space as in the
following example:
include http://www.mydomain.com/photos nofollow
190 About the Settings menu
Description Keyword
The nofollow keyword is equivalent to a robot meta tag with
content="nofollow" between the <head>...</head>
tags of matched pages.
Used for both include and exclude masks. regexp
Any URL mask preceded with regexp is treated as a regular
expression. If the search robot encounters documents that
match an exclude regular expression URL mask, those
documents are not indexed. If the search robot encounters
documents that match an include regular expression URL mask,
those documents are indexed. For example, suppose you have
the following URL mask:
exclude regexp ^.*/products/.*\.html$
The search robot excludes matching files such as
http://www.mydomain.com/products/page1.html
If you had the following exclude regular expression URL mask:
exclude regexp ^.*\?..*$
The search robot does not to include any URL containing a
CGI parameter such as
http://www.mydomain.com/cgi/prog/?arg1=val1&arg2=val2.
If you had the following include regular expression URL mask:
include regexp ^.*\.swf$ noindex
The search robot follows all links from files with the ".swf"
extension. The noindex keyword also specifies that the text
of matched files are not indexed.
See Regular Expressions.
Adding URL masks to index or not index parts of your website
You can use URL Masks to define which parts of your website that you want or do not want crawled and indexed.
Use the Test URL Masks field to test whether a document is or is not included after you index.
Be sure that you rebuild your site index so that the results of your URL masks are visible to your customers.
See Configuring an incremental index of a staged website.
To add URL masks to index or not index parts of your website
1. On the product menu, click Settings > Crawling > URL Masks.
2. (Optional) On the URL Masks page, in the Test URL Masks field, enter a test URL mask from your website, and then click
Test.
3. In the URL Masks field, enter one URL mask address per line.
191 About the Settings menu
4. Click Save Changes.
5. (Optional) Do any of the following:
Click History to revert any changes that you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
About Date Masks
You can use Date Masks to include or exclude files from your search results based on the age of the file.
Be sure that you rebuild your site index so that the results of your URL masks are visible to your customers.
See Configuring an incremental index of a staged website.
The following are two kinds of date masks that you can use:
Include date masks ("include-days" and "include-date")
Include date masks index files that are dated on or before the specified date.
Exclude date masks ("exclude-days" and "exclude-date")
Exclude date masks index files that are dated on or before the specified date.
By default, the file date is determined from meta tag information. If no Meta tag is found, the date of a file is determined from
the HTTP header that is received from the server when the search robot downloads a file.
Each date mask that you specify must be on a separate line.
The mask can specify any of the following:
A full path as in http://www.mydomain.com/products.html
A partial path as in http://www.mydomain.com/products
A URL that uses wild cards http://www.mydomain.com/*.html
A regular expression. To make a mask a regular expression, insert the keyword regexp before the URL.
Both include and exclude date masks can specify a date in one of the two following ways. The masks are only be applied if the
matched files were created on or before the specified date:
1. A number of days. For example, suppose your date mask is the following:
exclude-days 30 http://www.mydomain.com/docs/archive/)
The number of specified days is counted back. If the file is dated on or before the arrived upon date, the mask is applied.
2. An actual date using the format YYYY-MM-DD. For example, suppose your date mask is the following:
include-date 2011-02-15 http://www.mydomain.com/docs/archive/)
If the matched document is dated on or before the specified date, the date mask is applied.
192 About the Settings menu
The following is a simple exclude date mask example:
exclude-days 90 http://www.mydomain.com/docs/archive
Because this is an exclude date mask, any file that matches the pattern is not indexed and is 90 days old or older. When you
exclude a document, no text is indexed and no links are followed from that file. The file is effectively ignored. In this example,
both files and folders might match the specified URL pattern. Notice that both
http://www.mydomain.com/docs/archive.html and
http://www.mydomain.com/docs/archive/index.html match the pattern and are not indexed if they are 90 days
old or older. To match only files in the /docs/archive/ folder, the date mask must contain a trailing slash as in the following:
exclude-days 90 http://www.mydomain.com/docs/archive/
Date masks can also be used with wild cards. The following exclude mask tells the search robot to overlook files with the ".pdf"
extension that are dated on or before 2011-02-15. The search robot does not add any matched files to your index.
exclude-date 2011-02-15 *.pdf
Include date mask looks similar, only matched files are added to the index. The following include date mask example tells the
search robot to index the text from any files that are zero days old or older in the /docs/archive/manual/ area of the
website.
include-days 0 http://www.mydomain.com/docs/archive/manual/
Include masks and exclude masks can work together. For example, you can exclude a large portion of your website from indexing
by creating an exclude date mask yet include one or more of those excluded pages with an include URL mask. If your entrypoint
URL is the following:
http://www.mydomain.com/archive/
The search robot crawls and indexes all of the pages under /archive/summer/, /archive/spring/, and
/archive/fall/ (assuming that there are links to at least one page in each folder from the archive folder). This behavior
occurs because the link paths enable the search robot to "find" the files in the /summer/, /spring/, and /fall/ folders
and the folder URLs match the include mask automatically generated by the entrypoint URL.
See About URL Entrypoints.
See Configuring your account settings.
You may choose to exclude all pages over 90 days old in the /fall/ folder with an exclude date mask as in the following:
exclude-days 90 http://www.mydomain.com/archive/fall/
You can selectively include only /archive/fall/index.html (regardless of how old it is--any file 0 days or older are
matched) as part of the index with the following date mask:
include-days 0 http://www.mydomain.com/archive/fall/index.html
For the above two mask examples to work as intended, you must list the include mask first as in the following:
include-days 0 http://www.mydomain.com/archive/fall/index.html
exclude-days 90 http://www.mydomain.com/archive/fall/
Because the search robot follows directions in the order they are specified, the search robot first includes
/archive/fall/index.html, and then excludes the rest of the files in the /fall folder.
If the instructions are specified in the opposite way as in the following:
exclude-days 90 http://www.mydomain.com/archive/fall/
include-days 0 http://www.mydomain.com/archive/fall/index.html
193 About the Settings menu
Then /archive/fall/index.html is not included, even though the mask specifies that it should be. A date mask that
appears first always takes precedence over a date mask that might appear later in the mask settings. Additionally, if the search
robot encounters a page that matches both an include date mask and an exclude date mask, the mask that is listed first always
takes precedence.
See Configuring an incremental index of a staged website.
About using keywords with date masks
You can qualify each include mask with one or more space-separated keywords, which affect how the matched pages are indexed.
A comma is not valid as a separator between the mask and the keyword; you can only use spaces.
Description Keyword
If you do not want to index the text on the pages that are dated
on or before the date that is specified by the include mask, add
noindex after the include date mask as in the following:
include-days 10 *.swf noindex
noindex
Be sure you separate the keyword from the mask with a space.
The above example specifies that the search robot follow all
links from files with the ".swf" extension that are 10 days old
or older. However, it disables indexing of all text contained in
those files.
You may want make sure that the text for older files is not
indexed but still follow all links from those files. In such cases,
use an include date mask with the "noindex" keyword instead
of using an exclude date mask.
If you want to index the text on the pages that are dated on or
before the date that is specified by the include mask, but you
nofollow
do not want to follow the matched page's links, add nofollow
after the include date mask as in the following:
include-days 8 http://www.mydomain.com/photos
nofollow
Be sure you separate the keyword from the mask with a space.
The nofollow keyword is equivalent to a robot meta tag with
content="nofollow" between the <head>...</head>
tag of matched pages.
Used for both include and exclude masks. server-date
The search robot generally downloads and parses every file
before checking the date masks. This behavior occurs because
some file types can specify a date inside the file itself. For
194 About the Settings menu
Description Keyword
example, an HTML document can include meta tags that set
the date of the file.
If you are going to exclude many files based on their date, and
you do not want to put an unnecessary load on your servers,
you can use server-date after the URL in the date mask.
This keyword instructs the search robot to trust the date of the
file that is returned by your server instead of parsing each file.
For example, the following exclude date mask ignores pages
that match the URL if the documents are 90 days or older,
according to the date that is returned by the server in the HTTP
headers:
exclude-days 90
http://www.mydomain.com/docs/archive
server-date
If the date that is returned by the server is 90 days or more past,
server-date specifies that the excluded documents not be
downloaded from your server. The result means faster indexing
time for your documents and a reduced load placed on your
servers. If server-date is not specified, the search robot
ignores the date that is returned by the server in the HTTP
headers. Instead, each file is downloaded and checked to see if
the date is specified. If no date is specified in the file, then the
search robot uses the date that is returned by the server.
You should not use server-date if your files contain
commands that override the server date.
Use for both include and exclude masks. regexp
Any date mask that is preceded by regexp is treated as a
regular expression.
If the search robot encounters files that match an exclude
regular expression date mask, it does not index those files.
If the search robot encounters files that match an include
regular expression date mask, it indexes those documents.
For example, suppose you have the following date mask:
exclude-days 180 regexp .*archive.*
The mask tells the search robot to exclude matching files that
are 180 days or older. That is, files that contain the word
"archive" in their URL.
See Regular Expressions.
195 About the Settings menu
Adding date masks to index or not index parts of your website
You can use Date Masks to include or exclude files from customer search results based on the age of the files.
Use the Test Date and Test URL fields to test whether a file is or is not included after you index.
Be sure that you rebuild your site index so that the results of your URL masks are visible to your customers.
See Configuring an incremental index of a staged website.
To add date masks to index or not index parts of your website
1. On the product menu, click Settings > Crawling > Date Masks.
2. (Optional) On the Date Masks page, in the Test Date field, enter a date formatted as YYYYMMDD (for example,
2011-07-25); in the Test URL field, enter a URL mask from your website, and then click Test.
3. In the Date Masks field, enter one date mask address per line.
4. Click Save Changes.
5. (Optional) Do any of the following:
Click History to revert any changes that you have made.
See Using the History option.
Click View Live Settings.
See Viewing live settings.
Click Push Live.
See Pushing stage settings live.
About Passwords
To access portions of your website that are protected with HTTP Basic Authentication, you can add one or more passwords.
Before the effects of the Password settings is visible to customers, you must rebuild your site index.
See Configuring an incremental index of a staged website.
On the Passwords page, you type each password on a single line. The password consists of a URL or realm, a user name, and a
password, as in the following example:
http://www.mydomain.com/ myname mypassword
Instead of the using a URL path, like above, you could also specify a realm.
To determine the correct realm to use, open a password-protected web page with a browser and look at the "Enter Network
Password" dialog box.
196 About the Settings menu
The realm name, in this case, is "My Site Realm."
Using the realm name above, your password might look like the following:
My Site Realm myusername mypassword
If your web site has multiple realms, you can create multiple passwords by entering a user name and password for each realm
on a separate line as in the following example:
Realm1 name1 password1
Realm2 name2 password2
Realm3 name3 password3
You can intermix passwords that contain URLs or realms so that your password list might look like the following:
Realm1 name1 password1
http://www.mysite.com/path1/path2 name2 password2
Realm3 name3 password3
Realm4 name4 password4
http://www.mysite.com/path1/path5 name5 password5
http://www.mysite.com/path6 name6 password6
In the list above, the first password is used that contains a realm or URL that matches the server's authentication request. Even
if the file at http://www.mysite.com/path1/path2/index.html is in Realm3, for example, name2 and password2
are used because the password that is defined with the URL is listed above the one defined with the realm.
Adding passwords for accessing areas of your website that require authentication
You can use Passwords to access password-protected areas of your website for crawling and indexing purposes.
Before the effects of your password are additions are visible to customers, be sure you rebuild your site index
See Configuring an incremental index of a staged website.
To add passwords for accessing areas of your website that require authentication
1. On the product menu, click Settings > Crawling > Passwords.
2. On the Passwords page, in the Passwords field, enter a realm or URL, and its associated user name, and password, separated
by a space.
Example of a realm password and a URL password on separate lines:
Realm1 name1 password1
http://www.mysite.com/path1/path2 name2 password2
Only add one password per line.
3. Click Save Changes.
4. (Optional) Do any of the following:
197 About the Settings menu
Click History to revert any changes that you have made.
See Using the History option.