Hi Suhu -
There's quite a few questions you've got in there:
Currently we are using V11.1. How difficult is it to upgrade to V13?
In-place upgrades are simplest - your indexes will be offline and unqueryable for a portion of the upgrade, so I'd generally recommend snapshotting your production environment in staging, performing an in-place upgrade on staging, then redirecting traffic from production to staging once the upgrade is complete and tested before decommissioning an old production environment.
Running the v13 Funnelback installer using default settings is recommended - some non-standard application-level configurations (e.g. changes to Jetty ports) may be overridden as part of the upgrade.
Differences between versions can be identified at:
http://docs.funnelback.com/release_notes.html
Is it possible to switch on the session only for logged in users?
Search sessions are enabled at a collection-level, rather than at query-time, or for a given profile.
Two approaches might be worth considering:
-
Create two meta-collections - one for logged-in users, one for anonymous users. Both meta collections have near-identical configurations and component collection(s), but one meta collection has sessions enabled, while the other does not. The calling / wrapping CMS would need to determine which meta collection to query, based on the user's logged-in state (&collection=meta-loggedin|meta-anon)
-
Create two forms within the target [meta] collection - Sessions would be enabled for all users, but the corresponding user interface components would be toggled on or off based on the Funnelback form being used. Form toggling would be determined by the calling / wrapping CMS (&form=loggedin|simple)
can we get a recommendation based on a list of pages the user has already saved? ie not using the session
With no other configuration of the Recommendation engine beyond the defaults, your best approach is to use the Recommender JSON endpoint, passing the collection and URL for each page you are seeking recommendations on.
http://docs.funnelback.com/recommendations.html#RESTful%20API
Only one URL can be passed to the Recommender endpoint at a time:
http://search-demo-au.funnelback.com/s/recommender/similarItems.json?seedItem=http://www.bookdepository.com/Information-Retrieval-Stefan-Buttcher/9780262026512&collection=demo-v13-recommender&maxRecommendations=10
For the recommendations to work, do we need metadata in any specific format?
The Recommender JSON endpoint will provide an array of metadata that has been indexed for that URL in the given collection, according to the settings defined in metamap.cfg.
The simplest approach would be to ensure that you're outputting metadata in <html><head><meta> tags, and map those field names in metamap.cfg prior to an index.
http://docs.funnelback.com/metamap_cfg.html