Modifying Search Categories

A search category is an entity that eGuide uses to represent a combination of LDAP classes. For example, when you add the first directory to eGuide, the User search category is created. By default, it comprises the following classes: InetOrgP erson, OrganizationalPerson, and Person. The attributes within these User classes appear in the Attributes page where you configure how eGuide uses them in the eGuide client. Also, the User category label (Find People) appears in the first search filter drop-down list in the eGuide client.

NOTE:  The InetOrgPerson, OrganizationalPerson, and Person classes mentioned above are used only if they existed in the first directory you added.

You can add and remove schema classes within an existing category. You can also add or remove entire search categories.

This section contains the following procedures:


Adding a Search Category

  1. In the Administration utility, click LDAP Data Sources, click Edit (for the desired directory), click Advanced, then click New.

  2. Specify the name of the new category.

  3. Add at least one schema class and configure its associated attributes.

    For details, see Adding and Removing Schema Classes from a Search Category.

  4. Click Save.


Removing a Search Category

  1. In the Administration utility, click LDAP Data Sources, click Edit (for the desired directory), then click Advanced.

  2. Select the category you want to remove.

    User is a mandatory category; eGuide will not let you remove it.

  3. Click Remove category_name.


Adding and Removing Schema Classes from a Search Category

  1. In the Administration utility, click LDAP Data Sources, click Edit (for the desired directory), then click Advanced.

  2. Select the category you want to modify.

  3. To add a schema class to the category, select the class from the Available box, then click the right-arrow to move it to the Selected box.

  4. Reverse the process in Step 3 to remove a class.

  5. Click Save after making all desired changes to this category.

    If you only removed one or more schema classes, you are done. If you added one or more classes, continue with Step 6.

  6. Click the Attributes tab and edit the settings and mappings for the attributes of the newly added classes.

    For details about attributes, see Editing LDAP Attributes.

    IMPORTANT:  If you added one or more schema classes to a newly added search category, you must enable at least one attribute and make at least one attribute searchable before users can access that category from the eGuide client.

  7. Use Display Layout to indicate what attributes should be displayed in the Search, List, Details, and Org Chart forms in the eGuide client.

    For details about the attributes, see the following sections:

  8. Change the text displayed in the Category drop-down list in the eGuide client.

    1. Click Display Labels, then click Edit (for the desired resource bundle).

    2. Find the Object.category_name.Label template key (where category_name is the name you gave the new category), and enter the text you want displayed.

  9. Click Save