Tag Archives: 8.1

jQuery UI AutoComplete

jQuery AutoComplete using MVC with Lucene Index Computed Fields in Sitecore 8.1

In this post I am going to give an example of how to wire up suggestive search, otherwise known as AutoComplete, using the jQuery UI when using ASP.NET MVC along with Lucene Computed Index Fields in Sitecore 8.1.  An AutoComplete is as quoted from jQuery UI, “Enables users to quickly find and select from a pre-populated list of values as they type, leveraging searching and filtering“.

I started this off by working through the examples out of the most recent book put out by Phil Wicklund and Jason Wilkerson, Professional Sitecore 8 Development.  If you haven’t read this book, get it! It is filled with a lot of knowledge that you can add to your toolbox. I started with some basic examples from that book, and modified to get what I needed to meet my requirements for this task.

My requirement for this task was to create an AutoComplete that had a First Name and Last Name. The problem is that in my indexes they are stored as 2 separate fields in Lucene, as you will see below:

<field fieldName="first name" storageType="YES" indexType="TOKENIZED" vectorType="NO" boost="1f" type="System.String" settingType="Sitecore.ContentSearch.LuceneProvider.LuceneSearchFieldConfiguration, Sitecore.ContentSearch.LuceneProvider">
   <Analyzer type="Sitecore.ContentSearch.LuceneProvider.Analyzers.LowerCaseKeywordAnalyzer, Sitecore.ContentSearch.LuceneProvider" />
</field>
<field fieldName="last name" storageType="YES" indexType="TOKENIZED" vectorType="NO" boost="1f" type="System.String" settingType="Sitecore.ContentSearch.LuceneProvider.LuceneSearchFieldConfiguration, Sitecore.ContentSearch.LuceneProvider">
   <Analyzer type="Sitecore.ContentSearch.LuceneProvider.Analyzers.LowerCaseKeywordAnalyzer, Sitecore.ContentSearch.LuceneProvider" />
</field>

In order for me to bring them both together in my AutoComplete I created a Computed Index Field. A Computed Index Field is a custom field that stores data in Lucene that is calculated at index time versus on the fly. I needed to query a full name not a first name field AND a last name field. Below is the code to create a Computed index Field called FullNameField.cs:

FullNameField.cs

using System;
using Sitecore.ContentSearch;
using Sitecore.ContentSearch.ComputedFields;
using Sitecore.Diagnostics;
 
namespace SitecoreSandbox.Website.Search.ComputedFields
{
    public class FullNameField : IComputedIndexField
    {
        public string FieldName { get; set; }
 
        public string ReturnType { get; set; }
 
        public object ComputeFieldValue(IIndexable indexable)
        {
            Assert.ArgumentNotNull(indexable, "indexable");
 
            try
            {
                var indexItem = indexable as SitecoreIndexableItem;
 
                if (indexItem == null)
                    return null;
 
                var item = indexItem.Item;
 
                if (item != null)
                {
                    return $"{item["First Name"]} {item["Last Name"]}";
                }
            }
            catch (Exception ex)
            {
                Log.Error($"An error occurred when indexing {indexable.Id}: {ex.Message}", ex, this);
            }
 
            return null;
        }
    }
}

Now, that I have my Computed Index Field, I need to add it to my index. First, I added my field to the fieldmap>fieldnames node to be included in the index:

<field fieldName="full name" storageType="YES" indexType="TOKENIZED" vectorType="NO" boost="1f" type="System.String" settingType="Sitecore.ContentSearch.LuceneProvider.LuceneSearchFieldConfiguration, Sitecore.ContentSearch.LuceneProvider">
   <Analyzer type="Sitecore.ContentSearch.LuceneProvider.Analyzers.LowerCaseKeywordAnalyzer, Sitecore.ContentSearch.LuceneProvider" />
</field>

Then, I added my Computed Index Field to the documentOption>fields node to be included as a Computed Index Field:

<field fieldName="full name" storageType="YES" indexType="UNTOKENIZED">SitecoreSandbox.Website.Search.ComputedFields.FullNameField, SitecoreSandbox.Website</field>

You will notice that I added in indexType=”UNTOKENIZED” and that is because I want the value to not be split up. For example, if the name is John Doe, I want the results to come back as “John Doe” (UNTOKENIZED) versus “John” or “Doe” (TOKENIZED).

Now that my index is set up with my “full name” Computed Index Field all I need to do now is publish out to my Website folder and re-index. Once, I re-index I can see my field with the full names now being stored. I can easily view my index using LUKE – Lucene Index Toolbox, which I highly recommend, and it’s free. Below you will see that full names are left out for privacy purposes but you can see the field IS being indexed by Lucene and I assert to you the full names are there:

Luke (Lucene Index Toolbox)

Luke (Lucene Index Toolbox)

After verifying in Luke that my full names are being indexed, I added my new field to my PeopleSearchResultItem class so I can start using in code:

[IndexField("full name")]
public string FullName { get; set; }

Next. I created my interface for what is going to be used to implement my Search Service:

ISearchService.cs

using System.Collections.Generic;
 
namespace SitecoreSandbox.Website.Search.AutoComplete
{
    public interface ISearchService
    {
        IEnumerable<string> GetSearchSuggestions(string searchTerm);
    }
}

Then, I implemented my Interface in my Search Service class:

SearchService.cs

using System.Collections.Generic;
using System.Linq;
 
namespace SitecoreSandbox.Website.Search.AutoComplete
{
    public class SearchService : ISearchService
    {
        private readonly SearchManager _searchManager = new SearchManager();
 
        /// <summary>
        /// Gets the search suggestions from the computed index field for full name
        /// </summary>
        /// <param name="searchTerm"></param>
        /// <returns></returns>
        public IEnumerable<string> GetSearchSuggestions(string searchTerm)
        {
            var suggestions = new List<string>();
 
            var results = _searchManager.GetNamesByLetters(searchTerm);
 
            if (!results.Any())
                return suggestions;
 
            suggestions.AddRange(results.Select(result => result.FullName));
 
            return suggestions;
        }
    }
}

The GetSearchSuggestions method will make a call to my SearchManager class where my Lucene search logic is taking place and return me my results. In this case, I needed to pass in letters as the user types to return me back my results for my AutoComplete. The GetNamesByLetters method is seen below:

/// <summary>
/// Gets the the names with letters used with AutoComplete
/// </summary>
/// <param name="letters"></param>
/// <returns></returns>
public List<PeopleSearchResultItem> GetNamesByLetters(string letters)
{ 
    var searchIndex = ContentSearchManager.GetIndex("people_index");
 
    using (var context = searchIndex.CreateSearchContext())
    {
        return context.GetQueryable<PeopleSearchResultItem>()
            .Where(x => x.FullName.Contains(letters)).ToList();
    }
}

Now, that my logic is in place to return my results I just need to set up my Controller to handle the post and my View to make an AJAX call to the AutoComplete function in the jQuery UI. Below is the Controller logic:

private readonly SearchService _searchService = new SearchService();

[HttpPost]
public JsonResult GetSuggestions(PeopleSearchViewModel viewModel)
{
    if (!string.IsNullOrWhiteSpace(viewModel?.SearchTerm))
    {
        return Json(_searchService.GetSearchSuggestions(viewModel.SearchTerm));
    }
 
    return Json(new {});
}

Below is the jQuery code to handle the event for my field that is utilizing the AutoComplete. I added this to my .cshtml file. Keep in mind that my main layouts are already using jQuery and referencing the library in code so I am not including that script here. Also, the jQuery UI <script> and <link> elements can be found on the jQuery UI website:

    $(function () {
        $('#people-name').autocomplete({
            source: function(request, response) {
                $.ajax({
                    url: "/peoplesearch/getsuggestions",
                    type: "POST",
                    dataType: "json",
                    data: {
                        searchTerm: request.term
                    },
                    success: function(data) {
                        response(data.length === 1 && data[0].length === 0 ? [] : data);
                    }
                });
            }
        });
    });

The input text box HTML is below:

<input id=”people-name” placeholder=”Enter name” type=”text”>

The last thing I needed to do was just make sure that my route was set in the RouteConfig.cs file as such:

// Used with the AutoComplete for People Search
RouteTable.Routes.MapRoute("GetSuggestions", "PeopleSearch/GetSuggestions",
   new {controller = "PeopleSearch", action = "GetSuggestions"});

That’s all it takes to get the jQuery UI AutoComplete plug-in working for you to bring back results from your Lucene indexes. Happy coding!

Lucene Spatial Search Support Module

Lucene Spatial Search Support Module with Sitecore 8.1

I came across a need to implement a search based on zip code, latitude, longitude, and a radius. I quickly found out that this is a tall order in a short amount of time if implementing this type of functionality from scratch. However, the Lucene Spatial Search Support module came to the rescue…or did it? I am implementing a Sitecore 8.1 instance and it looks like the module was only good through 7.5 at the time of this post. There is an option to use SOLR Spatial Search Support module, and that IS updated through 8.1, but I didn’t have a driving need for SOLR on this project since my records being indexed were low in nature. So what is a Sitecore developer to do? Luckily, the Lucene Spatial Search Support module source code was available on GitHub, so I set out to get this module upgraded to 8.1. Time to get our hands dirty!

After cloning the repository from GitHub, I tried to build the project and there were many references missing, so I quickly grabbed a vanilla instance of Sitecore 8.1 rev. 160302 and added the references I needed to build the project. They are below:

Added to Sitecore.ContentSearch.Spatial project:

  • Sitecore.ContentSearch.dll
  • Sitecore.ContentSearch.Linq.dll
  • Sitecore.ContentSearch.Linq.Lucene.dll
  • Sitecore.ContentSearch.LuceneProvider.dll
  • Sitecore.Kernel.dll
  • Sitecore.Logging.dll

Added to Sitecore.ContentSearch.Spatial.DataTypes project:

  • Sitecore.ContentSearch.dll
  • Sitecore.Kernel.dll

I then had a build issue in this constructor in the LuceneSearchWithSpatialContext.cs:

protected LuceneSearchWithSpatialContext(ILuceneProviderIndex index, CreateSearcherOption options = CreateSearcherOption.Writeable, SearchSecurityOptions securityOptions = SearchSecurityOptions.EnableSecurityCheck)
: base(index, options, securityOptions)
{
Assert.ArgumentNotNull(index, "index");
this.index = index;
this.settings = this.index.Locator.GetInstance();
}

The Sitecore community never fails, and I found this on the Sitecore Stack Exchange where another developer simply commented out this constructor. I did the same and rebuilt the project but was missing a reference to a Sitecore.Abstractions.dll:

Sitecore.Abstractions Reference Missing

Sitecore.Abstractions Reference Missing

After adding in the Sitecore.Abstractions.dll to the Sitecore.ContentSearch.Spatial project, my project was successfully building. So I added this to the list of project references in addition to what was listed above:

Added to Sitecore.ContentSearch.Spatial project:

  • Sitecore.Abstractions.dll

Now it was time to make sure that the Sitecore.ContentSearch.Spatial.config was configured properly for 8.1. To my joy, it looks like there is a .config setup for version 8 that is disabled when I pulled from GitHub. I disabled Sitecore.ContentSearch.Spatial.config and enabled Sitecore.ContentSearch.Spatial.v8.config. Next, I added in my template criteria for my locations with the Template ID, LatitudeField, and LongitudeFields and then modified the index to use “sitecore_master_index” since I am testing this out locally and in live mode.

I added in the following .dll’s and .config file to the project I am working on that needs the spatial search feature:

  • Lucene.Net.Contrib.Spatial.dll
  • Sitecore.ContentSearch.Spatial.DataTypes.dll
  • Sitecore.ContentSearch.Spatial.dll
  • Spatial4nCore.dll
  • Sitecore.ContentSearch.Spatial.v8.config

After publishing my files and testing out, I got an error that said, “Current Index is not configured to use Spatial Search.

After some research, I realized that my index was set to use the wrong index earlier in code. Not only that, but one that wasn’t setup properly to for spatial search at all. After pointing to the correct index, publishing from Visual Studio, and then rebuilding my “sitecore_master_index” I was getting results back.

As I stated earlier, you can also perform spatial search with SOLR. If you have a client that has this type of environment (which is most right!?), I would take a hard look at SOLR for your client’s search provider.

You must use Solr if you have a scaled environment. This means you have:

  • two or more content delivery servers
  • two or more content authoring severs
  • separate servers for email, processing, reporting and publishing

Solr supports calls over HTTP(S) which means that the indexes are available to all servers in the environment that require it (content management and processing servers).

Big shout out to Ahmed Okour for the help that he provided for questions I had during the process. Happy coding!

Typical Roles and Permissions Setup for Sitecore 8+

When initially setting up the roles and permissions for your new Sitecore 8+ site, you may be asking yourself what roles do I need for my organization typically? When you use the Role Manager to create your roles you may be asking yourself what roles do I need to create and what roles do they need to be a Member Of so my that role can have the correct functionality in Sitecore to perform their job? You also may be asking what permissions do I need to give to these roles in Security Manager?

Below is a typical setup seen in a lot of companies that are using Sitecore 8+. Keep in mind that the business needs will dictate what roles you may have and also that someone may be in more than one role, one person may be all roles, or there may be a separate person for each role. It’s all up to the business and it’s all customizable to the business needs.

Typically, you will want to have a couple of Administrators on the site so someone can always get in and perform Administrative type of duties if someone on vacation or out for some reason. This is as simple as choosing your power Sitecore user at the company and then typically Developers have Administrator access as well. Some will choose to create a Global SItecore Administrator role, which is a member of all roles. This works fine too. The added benefit, if needed, is that this role DOES NOT bypass workflows like the Administrators account does. In addition, it’s easy to see who your administrators are in one role.

As for everyone else that is non-designated power user or a developer, they will fall into one of these typical role buckets. Examples are for a company called “Sitecore Sandbox”:

SS Content Editor:

Typically, the Content Editors are the marketing or web team that are going to be in charge of editing content in Sitecore.

Member Of:

  • Author
  • Designer
  • Experience Editor
  • Sitecore Client Translating

SS Content Publisher:

Typically, the Content Publishers are the marketing team managers that will make final decisions to approve the content and then publish it live to the web.

Member Of:

  • SS Content Editor
  • Sitecore Client Publishing

SS Marketing Analyst:

Typically, the Marketing Analysts are the marketing team people who will be analyzing the effectiveness of the marketing efforts and possibly putting together reports for higher ups.

Member Of:

  • Analytics Reporting
  • Analytics Advanced Testing
  • Analytics Management Reporting
  • Analytics Content Profiling
  • Analytics Testing
  • Analytics Personalization

SS Marketing Administrator:

Typically, the Marketing Administrators are the marketing management team that has all the functionality of the Marketing Analysts but can also edit content as well.

Member Of:

  • SS Content Editor
  • SS Marketing Analyst

The permissions can be setup easily by going into the Security Editor and selecting the role you want to give permissions to. You will want to give read/write/rename/create/delete/administer permissions based on the role, but typically read/write/rename/create/delete is sufficient.

Now, when you setup the users in those roles they may not see what all they have access to UNLESS they check the “Hidden items” checkbox in the Views tab–>View chunk in the Contextual Ribbon. Make sure they know to do this or you may have them coming back to you with questions and you may be scratching your head on why they can’t see the items they need access to. Happy coding!