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Managing Search Profiles

TABLE OF CONTENTS

Introduction

Navigate to: Marketing > Site Search > Search Profiles

Search Profiles allow administrators to easily manage the creation of search configurations using

  1. Searchable fields
  2. N-Gram Settings
  3. Character Filters
  4. Relevance rankings
  5. Search query properties and operators
  6. Facets

that can be used to configure the rules using which the search functionality will find and display results on the webstore.

Creating A Search Profile

Administrators can follow the below steps to create a search profile:

  1. Navigate to Marketing > Site Search
  2. Click on the Search Profiles tab
  3. Click on Add New
     
  4. Provide a unique name for the search profile, select a Catalog and configure the necessary details
  5. Save the changes
  6. Publish the Search Profile.

Notes:

  1. Only one search profile can be created for one catalog, therefore the search profile will work for all the stores where the search profile’s catalog is associated.

  2. It is mandatory to publish the changes to test the search from the admin application and to view the changes on the web store.

  3. When no search profile is created for a catalog the system-defined search profile will work for that catalog on the web store.

  4. Search Profiles defined in the admin application will only work for store-based catalogs. 

Limitation: There is no way to configure search profiles for Account and User Profile-based catalogs from the admin application therefore only system-defined search profiles work for Account and User Profile-based catalogs.

Deleting A Search Profile

Administrators can delete a search profile and can decide to preserve the published data or delete the published data that is used for displaying search results.


When a search profile along with the published data used for search is deleted, the system-defined search profile is automatically published for the catalog and therefore the search index for the catalog is updated with the latest configurations. 


When only the search profile is deleted and the published data used for the search is preserved, the search index for the catalog will not be updated therefore the same search configurations of the deleted search profile will work on the web store. In order to again update the index with the new configurations, admin users can perform any of the below steps:

  1. Publish the Catalog (this recreates/updates the index with either a system-defined search profile or with admin defined search profile (if available)
  2. Create/Update the Index from the Manage PIM Indexes screen (this recreates/updates the index with either a system-defined search profile or with admin defined search profile (if available)
  3. Create a search profile for the catalog and publish the same (this recreates/updates the index with a search profile created from the admin application)

Administrators can follow the below steps to create a search profile:

  1. Navigate to Marketing > Site Search
  2. Select one or more search profiles and click on the Delete icon from the Tools action (or from the grid)
  3. Select one of the options and click on ‘Proceed’

Publishing A Search Profile

Administrators can follow the below steps to create a search profile:

  1. Navigate to Marketing > Site Search or Marketing > Site Search > Search Profiles > Add Search Profile
  2. Click on ‘Publish’

Changes on the Admin screen (from Znode v9.7.1 and onwards)

Changes from Znode v9.7.1

  1. On the admin screen following tabs will not be available under Marketing > Site Search > Search Profile - Add/Edit Search Profile - Query Properties
    1. Query Type
      1. Match Phrase Prefix
      2. Match
      3. Match Phrase
    2. Minimum Should Match
    3. Enable Accurate Scoring

Changes from Znode v9.7.3

  1. On the admin screen the following new configuration settings are introduced under Marketing > Site Search > Search Profile - Add/Edit Search Profile
    1. N-Gram Settings is added
    2. Character Filter Setting is added
  2. Only one search profile can be created for one catalog, therefore the search profile will work for all the stores where the search profile’s catalog is associated.

    Note: The provision to mark the default search profile is removed because of this reason.

  3. It is mandatory to publish the changes to test the search from the admin application and to view the changes on the web store. Initiate a full store and catalog publish

  4. When no search profile is created for a catalog the system-defined search profile will work for that catalog on the web store.

  5. Search Profiles defined in the admin application will only work for store-based catalogs.

  6. After taking an upgrade all the existing search profiles will be deleted therefore admin users will have to manually create and configure the required search profiles.

Limitation: There is no way to configure search profiles for Account and User Profile-based catalogs from the admin application therefore only system-defined search profiles work for Account and User Profile-based catalogs.

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Managing Site Search