hi and happy new year! will try to answer all your questions:
In Work object indexing, how to restrict the properties used in indexing?
By default all properties are used for full-text search. If you want to restrict the properties used in indexing, please follow instructions below:
- Go to Search Landing Page (Configure > System > Settings > Search) and check “For specified properties” at the bottom
- Create a new instance of Custom Search Properties for your work class, and configure properties based on your current requirements for each Case Type (Include in search results / Available for full-text search )
I understand that Custom search properties are used only for dedicated indexing. Am I correct? or is it for search results purpose even in default indexing?
Custom search properties are used either for dedicated or default indexes.
some where I saw, in Work object indexing all the properties present in relevant records for any class will be indexed by default. Is it true? what is the relation between relevant records and indexing?
Just for clarification purpose, properties could be used for full-text search or/and could be used as part of search results. I supose that with indexing properties you want to say that these properties will be available for full-text search.
As I said by default all the properties will be used in full-text search, and you will be able to modify this behaviour from Search Landing page.
how to know what are all the content of work object is indexing?
We have 4 nodes in our production environment. what could be the best way to configure indexing on different nodes? How to mark particular node as primary and replica for storing index files?
Nodes marked as Search node type are master nodex for Elasticsearch cluster. It means that Search nodes are used both for index and search requests.
Without any context about the index size or the number of search requests that you have to manage, the best answer is having at least two dedicated Search nodes. Storing the indexes could require variable disk consumption, and sech operations could be very demanded with CPU and RAM.
As I said any Search node is master eligible in the cluster. If you need more control about nodes and partitions configuration, or you need scale search independently of the Pega Platform cluster you could connect an externarl Elasticsearch cluster to your onprem Pega deployment: Pegasystems Documentation