Main Settings (Outgoing Federated Search)

An outgoing federated search allows users in your portal to search other Plumtree portals or other external repositories. To enable a Federated Search between Plumtree portals, a relationship must be established between the outgoing and incoming Federated portals. To enable a Federated Search between a Plumtree portal and an external repository, a Search Web Service must be created. To learn more about Federated Searches, click here.

The settings for outgoing federated search objects will often be specific to the Search Web Services that implement the searches. In these cases, the Web Services themselves provide the configuration options as Service Configuration Interface pages.

Plumtree portals can use Federated Search to search other Plumtree portals. To enable this, a trust relationship must be established between the searching (Outgoing) and searched (Incoming) portals. To establish the trust relationship, the two participating portals must agree upon a name and password combination that will be used to ensure that requests are coming from a trusted source. This information is recorded as the Portal identification name and password.

To configure an outgoing federated search, perform the following steps:

1. If you are searching another Plumtree portal, click Yes under Portal Authentication Settings. If you are not searching another Plumtree portal, leave No selected and skip to Step 6.

2. In the Portal identification name box, type a unique identifier for the portal-to-portal combination.

3. In the Portal identification password box, type the password for portal-to-portal combination.

4. In the Password Confirmation box, type the password again.

5. User Name Aliasing allows requesting portal users to impersonate serving portal users. To add a group of users from this portal that you want to impersonate a particular user from the serving portal:

1. Click Add Group.

2. In the Select Group dialog box, select the groups you want to add and click OK.

3. To the far right of the group, click .

4. In the Use this username alias text box, type the name of the serving portal user whom you want this group of requesting users to impersonate.

5. When you are done, click to save the mapping.

Note: When a requesting user tries to search a serving portal, the requesting portal examines the list of mapped groups from the top down; the first group in the list to which the requesting user belongs is used to determine what serving portal user the requesting user will impersonate. Therefore, groups with high levels of security should be mapped at the top of the list, so that requesting users are granted the highest level of security available to them.

6. To save your settings, click Finish; to cancel this action, click Cancel.

• To display the page associated with this help topic:

1. Click Administration.
2. Open the Outgoing Federated Search Editor:
• To create a new outgoing federated search:
1. Open an administrative folder.
2. In the Create Object drop-down list, click Federated Search - Outgoing.
• To edit an existing outgoing federated search:
1. Navigate to the Outgoing Federated Search you want to edit.
2. Click the outgoing federated search name.