Types of users

Starting with v2.0, Datafari proposes four distinct roles, which have access to different sets of functionalities.

Those four roles are: anonymous search user, connected search user, search expert, search administrator. The last two roles have been created to distinguish the activity of optimising the search engine from a relevance/usage perspective and from a technical perspective. Some details about what these four roles represent.

1. Anonymous search user :

This is the most basic type of user. This user can only use the search functionality, and gets only two possible displays: the search bar (including autocomplete), and the results list (including facets). He has no access to functionalities such as alerts, statistics, saving favorites, or liking results. Also, since he is anonymous, he can only search through public data. Anything that has been labelled as restricted in terms of visibility (e.g. through ACLs for files) will not be searchable. If searching through these secured documents is required, the search user will need to switch to the "connected search user" role.

2. Connected search user :

This is a role similar to the anonymous search user role, except that it proposes more search functionalities. Obviously, the user can search using the search bar (including autocomplete) and the results list (including facets). Contrarily to the anonymous user, he has access to functionalities such as alerts and saving favorites. To reach these functionalities, the searcher needs to go in his administration panel, where he will see the required tabs. Also, he can search through secured documents. This means that when searching, Datafari does a security check on the documents and the user, and displays in the search result all the documents that the connected search user is allowed to see. Check the pages detailing the alerts functionnality and likes and favorites functionality to learn how to use it.

3. Search expert :

The search expert is responsible for maintaining the relevance of Datafari, monitoring its usage, and managing its community of users. He ensures that queries with no clicks are not left alone. He checks the vitality of the system in terms of queries. He manages the promolinks. Beyond Datafari, he also ensures that people are aware of the tool, and he trains them if necessary. The expert has access to a range of functionalities from his administration interface: statistics through a graphical dashboard, promolinks management, synonyms and stopwords management, field based boosts, documents elevation, duplicate identifier, OCR activation, user management. We don't detail these functionalities here, they have dedicated sections in the documentation.

4. Search administrator :

The admin is responsible for maintaining the datafari system. He is the one in charge of restarting the server, monitoring the performances, checking the logs, ensuring that the hardware specs are still compatible with the number of documents indexed and the number of queries per second. He has a range of administration functionalities available from his admin panel: statistics through a graphical dashboard, logs search dashboard, system alerts (both for connectors and for the search engine), user alerts overall performance, user alerts scheduler activation, size limitations for the indexing phase. These functionalities are detailed in their respective sections of the documentation.