Using Saved Searches

This chapter discusses how to:

• Set up Saved Searches.

• Use Saved Searches.

• Send Saved Search email notifications.

See Also

Saved Searches Pagelet

Setting Up Saved Searches

This section discusses how to set up the Saved Searches feature.

Setting Up the Saved Searches Feature

To use the Saved Searches feature, you must complete the following tasks:

• Ensure that the following pages are registered in the portal registry with a registered HTML template, such as HOMEPAGE_DESIGNER_TEMPLATE or any HTML template:

  • Enhanced version of the Saved Searches page.

  • Saved Search Details page.

  • Personalize Saved Searches page.

    Note. Do not register these pages with a frame template. Using an HTML template ensures that the proxy is automatic and the Return to Home links on the Saved Searches Detail page and Saved Searches page work.

• Enable public or permission list security for all registered content references.

• Define and build the PeopleSoft Enterprise Portal search indexes.

  The Saved Search link works only when the search indexes are properly built and defined in PeopleSoft Enterprise Portal.

Using Saved Searches

This section discusses how to:

• Create a Saved Search.

• View a Saved Search.

Pages Used to Use Saved Searches

Creating a Saved Search

Access the Saved Searches Detail page.

Title	Enter the title of the saved search.
Search Tips	Click to access the Search Tips page, where you can access search syntax tips to help you execute effective searches.
Search Keywords	Enter the search keywords for which you want the saved search to execute a search.
Email Subscription	Select to indicate that you want to be notified by email when content that matches your search criteria is modified or added.
Email Address	After selecting the Email Subscription option, enter the email address to which you want your email notifications sent.

Viewing Saved Searches

Access the Saved Searches page.

Title	Displays the saved search title as a link. Click to access the Search page, where you can start the search.
Subscribe and Unsubscribe	Click the appropriate button to subscribe or unsubscribe to email notification for new content that matches the saved search criteria. These buttons appear only if a notification email address is entered for at least one of the saved searches on the Saved Searches Detail page.
Edit	Click to access the Saved Searches Detail page, where you can edit the details of the selected saved search.
Delete	Click to delete the saved search item. You will be prompted to confirm your deletion.
Add a Search	Click to access the Saved Searches Detail page, where you can add a new saved search.

Sending Saved Search Email Notifications

This section provides an overview of the Search Notification Application Engine process (EO_PE_NOTIFY ) and discusses how to use the Run Search Notification component (EO_PE_NOTIFY_RUN) to run the Search Notification process.

Understanding Saved Search Email Notifications

When new portal content is added or existing portal content is modified, the date is stored in the search index. The Search Notification service considers only indexed portal content from the portal registry and file systems.

When you run the Search Notification process, the process looks at the date on which the portal content was added or modified. If the current date is greater than either the portal content’s original posting date or its modification date, the process sends email notifications to all subscribed users who have Saved Searches that match the portal content.

Prior to sending the emails, the Search Notification process stores the process run date in a table. When the Search Notification process is run in the future, the process checks this date and selects only portal content that has been added or modified since that date. Portal administrators should run the Search Notification process on a regular schedule.

Note. You must create search collections for all structured and unstructured portal content prior to running the Search Notification process.

Users will receive an email identifying new or modified content for the Saved Searches for which they have subscribed to search notification. The email is presented in simple text form with an overview of the results. An HTML attachment is provided that contains more details about the results. Each result contains a summary and a URL link. Users can click a link to view the new or modified content in the portal.

Note. If the PeopleSoft Enterprise Portal is configured for automatic Guest signon, users must log in to the portal separately before clicking any of the links in the notification email.

An Unsubscribe link is provided in the email to allow users to easily remove themselves from their Saved Search email notification lists.

Page Used to Send Search Notifications

See Also

Creating a Saved Search