AI Indexing
Codebeamer’s AI Indexing is a processing feature that scans, processes, and organizes content in the background to enable semantic search instead of using keyword-based search. Instead of searching the contents of entire trackers every time, the system builds an index—a structured representation of the content.
The AI Indexing service must be enabled to use the Codebeamer AI Search Assistant. A System Administrator configures the AI Indexing service.
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AI Indexing is available in Codebeamer AI 1.2 and later versions.
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AI Indexing has two major administration layers:
• The tasks performed by the System Administrators:
◦ Configure global settings for enabling AI indexing. For more information, see Enabling the AI Indexing Service.
◦ Manage projects enabled for indexing. For more information, see Enable the Project for AI Indexing.
◦ Set the indexing priority. For more information, see Enable the Project for AI Indexing.
◦ Monitor the indexing status of the projects and pause or resume the global indexing status. For more information, see Monitor AI Indexing Service Statistics.
◦ Manage the Review Hub indexing. For more information, see Configure Review Hub Indexing.
• The tasks performed by Project Administrators:
◦ Add or remove a project from the index (if the System Administrator has enabled the project for indexing). For more information, see Configure the Indexing Lifecycle and Indexing Settings.
◦ Select which trackers, fields, and items comments to index. For more information, see Configure the Indexing Lifecycle and Indexing Settings.
◦ Enable wiki indexing. For more information, see Configure the Indexing Lifecycle and Indexing Settings.
High-level workflow of AI Indexing
Following is a high-level workflow of the AI Indexing service:
1. System Administrator integrates Codebeamer with the PTC SaaS platform to enable AI indexing
2. System Administrator specifies which projects can be indexed.
3. Project Administrator configures AI indexing for projects.
4. The project is added to the AI indexing queue.
5. AI Indexing service processes the content lifecycle events.
6. Indexed content becomes available for the AI Search Assistant.