This quick OpenSearchServer 1.5.0 tutorial will teach you how to:
- crawl a website
- set up a search index
- build a search page with autocompletion and text extracts
- configure facets
Here is the final result:
This tutorial uses an example website, which has four URLs:
This tutorial assumes that you have already installed OpenSearchServer, which takes about three minutes.
Let's review some key concepts about search engines:
- Index: this is where documents are stored, sorted and analysed using algorithms that allow for faster searches.
- Crawler: a "web crawler" explores websites to index their pages. It can follow every link it finds, or it can be limited to exploring certain URL patterns. A modern web crawler can read many types of document: web pages, files, images, etc. There also exist crawlers that index filesystem and databases rather than web sites.
- Schema: this is the structure of the index. It defines the fields of the indexed documents.
- Query: the full-text search queries. Several parameters can be configured within queries -- which fields they should search in, how much weight to give to each field, which facets, which snippets, etc.
- Facet: a facet is a dimension shared by multiple documents, which can be used to sort or filter these documents. For instance, with a collection of books, the color of the cover is a possible facet - and you could opt to filter out the blue ones.
- Snippet: snippets are excerpts of text containing the searched keywords.
- Renderer: OpenSearchServer renderers are used to set up and customize search pages on your web site.
- Parser: parsers extract structured information from indexed documents (title, author, description, ...)
- Analyzer: analyzers are customizable components that can execute multiple processes on the indexed or searched texts. Analyzers might split texts into tokens, remove accents and other diacritics, remove plurals, etc.
- Scheduler : OpenSearchServer's scheduler is a highly customizable tool to set up reccurent processes.
This picture shows these main concepts:
So far, so good? Let's start working with our example site.
Let's start by creating an
index. An index is the heart of OpenSearchServer. It will store every submitted
- Name :
- Template :
Chose the template called
Web crawler to automatically get a properly configured index. The
Web crawler template includes a
schema and an
HTML parser that are optimised for most uses.
The index has now been created. You can see that several tabs have been added to the main window.
Schema tab. The
schema defines the fields within an index.
A field has 5 properties:
- Name: the name of the field
- Indexed: whether to index the value. If a value is indexed, queries can search into this field.
- Stored : whether to store the value. If the value is stored, queries can return it as it was when submitted to the index, without the alterations made to index it.
- TermVector : this allows - or disallows - the use of
snippetson this field.
- Analyzer : defines which
analyzerto use on this field.
The index has been automatically created with numerous fields. As you can see some are indexed, other stored, etc. This prepackaged configuration is what usually works best in our experience.
HTML parser tells the crawler in which fields of the schema to store each bit of information found on a web page.
Click on the tab
Parser list under the tab
Schema. This page lists every available parser. Click on the
Edit button for the line
Then click on the
Field mapping tab.
Here again you can see that many mappings have already been configured. On the left of each line is an information the parser extracts from the page, and next is the field of the schema in which this information goes.
The web crawler needs to be configured in order to crawl our example pages.
Crawler tab. Make sure that the
Web tab is selected.
Pattern list tab we will configure which URLs the crawler should explore.
We want to crawl this website: http://www.open-search-server.com/test-website/.
This page has links towards every news page. Thus, we can simply tell the crawler to start with this page, and it will discover the links to the other pages.
In the text area, write
http://www.open-search-server.com/test-website/* and then click on the
/* part is a wild card telling the crawler to explore every page whose URL starts with
Since every news page linked on the main page has an URL that starts this way, this fits our need.
To start the crawler, select the
Crawl process tab. There, several parameters can be adjusted. For example write
7 in the field
Delay between each successive access, in seconds:,
5 in the field
Fetch interval between re-fetches: and select
minutes in the following list.
Current status block choose
Run forever -- and then click on the
Not running - click to run button.
The process automaticaly reports its status in the area below.
Manual crawlallows you to easily test a crawler on a specific URL.
Click on the
Query tab. Click on the
Edit button corresponding to the
Queries are used to search for content within the index. A search is run within the indexed fields, according to the weight assigned to each field.
As you can see the prepackaged query is run across numerous fields, with some differences in weight. You can easily change the weight for each field to better match how the information is organised.
Snipppets tab lists the configured excerpts of text for this query.
You can also easily add some
facets-based filtering to this query. To do so go to the
Facets tab. As an example add a facet to the
host field. In the
minimal count field write
1. Now the query will only return values for which one or more documents can be found. If no result is found within a given facet, it will not be listed - rather than be listed as containing zero results.
To save these modifiations click on the
Save button in the top right corner of the page.
So far you have created an index, crawled some pages to feed this index, and configured a query for this index.
Let's now see how our index can be made accessible to visitors.
Click on the
Renderer tab. A
Renderer already exists - it was created after we chose a template for our index earlier in this example. Click on
You can see that this renderer uses a query called
Fields tab lets you choose which fields to display for each result on the results page. The
CSS Style tab allows for customizing the page's appearance.
Save & close and then click on the
View button to open the renderer in a new window.
Try to search for something - for instance
Worldcup 2040. Voilà! The relevant documents are found and displayed, with a link to the web page and some snippets.
You can also test that autocompletion is working, and see that the
host facet is there on the left!
You can use the
Testingtab to get the code you can embed into the search form on your website
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