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workflow.md

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User workflow

  • Setup global search
    • Install and run elasticsearch
    • Install and configure global search services
      • Select global search version
        • 2.0.0
        • 2.0.1
        • 2.0.2
      • Specify http elasticsearch path, like http://elasticsearch-public-ip:9200
      • Specify the path to the creatio application, like http://mysite.creatio.com
      • Select creatio DB type like
        • postgres
          • login
          • password
          • server
          • dbname
          • port
        • mssql
          • login
          • password
          • server
          • dbname
          • port
        • oracle
          • Specify connection string
      • Would you like to automatically configure features and system settings in creatio?
        • yes
        • no
    • Get a link to detailed installation documentation
  • Check global search settings (need run on "second" server with globalsearch services)
  • Supporting
    • Make logs of the docker containers
    • Show search template (default.json, 3-ngram.json, etc.)
  • Change global search template
    • Select searching template
      • default.json
      • ngram_2.json
      • ngram_3.json
      • without_ngram.json
  • Uninstall global search