Configuring the name finder

Complete this procedure to configure how users find names in a directory.

Before you begin

Read the topic Standard and Advanced Name Finder options for details about and a comparison of the Standard and Advanced name finder options.

If you plan to use the Show user photos option to show photos that are stored in an on-premises Domino directory, complete the procedure Adding photos to Person documents.

If you plan to use the Browse corporate hierarchy feature without the Use ranked sort order option, assign corporate hierarchy categories to Person documents in the on-premises directory. For more information, see the topic about categorizing users by corporate hierarchy in the IBM Domino documentation.

If you plan to use the Use ranked sort order option, use the Domino Japanese Extension (DJX) tool to customize the on-premises directory to support it.

About this task

The name finder settings control how users find names in a directory. For example, the settings are used when users find names by clicking the To link in a new mail message or the Required link in a new meeting invitation.

Name Finder settings are not related to type ahead addressing, the feature that automatically finds matches to names that users type in address fields.

Procedure

  1. Log on to the service as an administrator.
  2. If your account also has the User role, click Admin > Manage Organization.
  3. In the System Settings section of the navigation pane, click IBM SmartCloud Notes.
  4. Click Account Settings.
  5. Click Name Finder.
  6. Select options, as described in the following table:
    Option Description
    Basic

    The name finder lists all names in a directory, in alphabetical order by surname. Users type the first few characters of the surname they are looking for, and the cursor moves to the first matching name. From there, users can use the scroll bar to find the name.

    This setting is the default and it applies to Notes® users and web client users.

    Basic Quick Search Only

    The name finder shows no names in a directory, initially. Users type the first few characters of a given name or surname and click Search. The name finder then shows directory entries whose surnames or given names begin with the characters searched for.

    For example, a search for Jack can return the names Jackie Roberts or Tony Jackson but not Tony Blackjack.

    This setting provides more flexibility for finding names in large directories.

    This setting applies to Notes users and web client users.

    Standard

    Users search for names and search results show directory entries that match. Unlike the Basic and Basic Quick Search Only options, users can sort the search results and see details about the user entries that are returned in search results.

    This search capability applies to web client users only. When you enable it, the Basic Quick Search Only option is used for Notes client users.
    Advanced

    Users get the name finder capabilities of the Standard option. In addition, they are able to narrow search results by manager, department, job title, location.

    This option is available for hybrid environments only.

    This search capability applies to web client users only. When you enable it, the Basic Quick Search Only option is used for Notes client users.
    Show user photos

    Search results show user photos.

    In service-only environments, the photos come from IBM Connections™ Cloud user profiles.

    In hybrid environments, the photos can come from IBM Connections Cloud user profiles or from Person documents in an on-premises directory. To use an on-premises directory, clear the Use IBM Connections Cloud photos field.

    This option is available when you select the Standard or Advanced options.

    The feature applies to web client users only.
    Browse corporate hierarchy

    Users can browse a directory by hierarchy categories that you assign to Person documents in an on-premises Domino directory.

    This option is available for hybrid environments when you select the Standard or Advanced options.

    The feature applies to Notes users and to web client users.
    Browse corporate hierarchy > Used ranked sort order

    Users can browse a directory by ranked categories that you define in an on-premises Domino directory by using the Domino Japanese Extension (DJX) tool.

    This option is available for hybrid environments when you select the Standard or Advanced options.

    The feature applies to Notes users and to web client users.

Results

The change usually takes effect within 15 minutes or less.