Use GetGuru as a Content Source

GetGuru or popularly known as Guru is a collaborative knowledge management software. This article walks you through the process of establishing a connection between SearchUnify and your Guru instance. The connection helps indexing the data stored in your Guru instance and makes it searchable.

Establish a Connection

  1. Navigate to Content Sources.

  2. Click Add New Content Source.

  1. Enter the following details and click Connect.

    • Name. Give your content source a name.

    • Client URL. Enter instance URL here.

    • Language. Choose a language. English is set as default.

    • Authentication type. Only Basis authentication is supported as of now. Related: Get GetGuru Username and Usertoken

    • Username. Enter the username of the Guru instance.

    • Usertoken. Enter the usertoken of the Guru instance.

Set Up Crawl Frequency

The first crawl is always manual and is performed after configuring the content source. In Choose A Date, select a date to start crawling; the data created after the selected date will be crawled. For now, keep the frequency to its default value Never and click Set and move to the next section.

Select Content Types for Indexing

Now that you have set up the connection and crawl frequency, next is defining the objects and fields that you want to index. Only Cards are supported. Cards in GetGuru are the knowledge articles.

In Rules, there are two tabs: By Content Types and By Collections.

  1. Under the By Content Types tab, you can see the Cards object and fields configured. Admins can edit it and remove some fields if he wishes to.

  2. When you move to By Collections tab, you will see the list of cards associated with your Guru instance. An alphabetical list is there with highlighted letters. Upon clicking on the highlighted letters, you will see cards whose name starts with that letter. Select all the collections that you want to crawl in SearchUnify.

Find and Replace

Those on the Q2 '24 release or a later version will notice a new button next to each object on the Rules screen. It resembles a magnifying glass and is labeled "Find and Replace." You can use this feature to find and replace values in a single field or across all fields. The changes occur in the search index, not in your content source.

Find and Replace proves valuable in various scenarios. A common use case is when a product name is altered. Suppose your product name has changed from "SearchUnify" to "SUnify," and you wish for the search result titles to immediately reflect this change.

  1. To make the change, click .

  2. Now, choose either "All" or a specific content source field from the "Enter Name" dropdown. When "All" is selected, any value in the "Find" column is replaced with the corresponding value in the "Replace" column across all content source fields. If a particular field is chosen, the old value is replaced with the new value solely within the selected field.

  3. Enter the value to be replaced in the Find column and the new value in the Replace column. Both columns accept regular expressions.

  4. Click Add. You will see a warning if you are replacing a value in all fields.

  5. Save the settings.

  6. Run a crawl for the updated values to reflect in search results.

After the First Crawl

Return to the Content Sources screen and click in Actions. The number of indexed documents is updated after the crawl is complete. You can view crawl progress in in Actions. Documentation on crawl progress is in View Crawl Logs.

NOTE 1

Review the settings in Rules if there is no progress in Crawl Logs.

NOTE 2

For Mamba '22 and newer instances, search isn't impacted during a crawl. However, in older instances, some documents remain inaccessible while a crawl is going on.

Once the first crawl is complete, click in Actions open the content source for editing, and set a crawl frequency.

  1. In Choose a Date, click to fire up a calendar and select a date. Only the data after the selected date is indexed.

  2. Use the Frequency dropdown to select how often SearchUnify should index the data. For illustration, the frequency has been set to Weekly and Tuesday has been chosen as the crawling day. Whenever the Frequency is other than Never, a third dropdown appears where you can specify the interval. Also, whenever Frequency is set to Hourly, then manual crawls are disabled.

  3. Click Set to save crawl frequency settings. On clicking Set, you are taken to the Rules tab.