Wiki source code of 03c. Aggregation Wizard

Last modified by Ross Beck on 06/11/2025, 14:23

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5 The Aggregation Wizard allows the creation of an aggregated version of an existing Index to improve a query performance against Crosstabs or to use as a standalone Index. When completed, a Data Source Group and Index is created.
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7 To create an Aggregated Index, click **Wizards**, then **Aggregation**.
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9 Click the **New** button to begin the process.
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11 = Creation Process =
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13 == Details ==
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15 Enter the name that will be given to the associated Data Source, Data Source Group and Index in the **Name** text box.
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17 Use the **Tags** text box to add associated search terms to the Index structure. This allows the components to be searched using alternative strings when using the search bar.
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19 To automatically restrict access to the Index once built, enable the **Sensitive** option. Only users with explicit permission will be able to access the Index.
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21 **Note: **Only a Complete build method can be used for this Data Source type.
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23 Use the **Index Size** drop-down list to specify the expected number of records the resulting Index will contain. This is an indicative value and does not need to be exact.
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25 Using this drop-down list allows the system to work out how many folders to split the Index into. The higher the specified Index size, the less folders created. A lower number of folders results in less threads used to query the Index, as a single thread is allocated per folder. This decreases the speed of individual queries, but reduces the performance impact of multiple concurrent users querying the system simultaneously.
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27 Use the **Add to Search Engine** drop-down list to select the relevant search engine the Index will be added to upon completion and the **Add to Collection** drop-down list to select an existing Collection to which the Index will be added.
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29 Enable the **Build Now** option to build the Index as soon as the creation process is complete. If disabled, the settings are saved for the Index to be built at a later time.
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31 == Setup ==
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33 Select the required Index from the **Index** dropdown list, and specify the fields to be used in the aggregation using the **Columns** dropdown list. Click **All** to select all entries, or **None** to clear all currently selected entries. Remove individual entries by clicking the relevant **X** icon.
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35 Specify the total fields to aggregate when the Index is built using the **Aggregations** drop-down list.
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37 Enable the **Automatically Refresh** option for the aggregated Index to stay up-to-date and rebuild whenever the original Index is rebuilt.
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39 Enabling the **For Crosstab** option will not result in a separate aggregated Index being created. Instead, every time the [[Crosstab>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2c\. Crosstabs.WebHome]] functionality is used with the original Index, aggregated values will be used to improve performance. Please note that the aggregated values are ignored if a filter is used in the report. Disable this option to create a separate Index from the original that can be used like any other.