UI Framework Simple Search in CRM WebClient based on NetWeaver Enterprise Search (ABAP) SAP Enhancement Package 1 for SAP CRM 7.0 1
Objectives At the end of this unit, you will be able to: Use the new Simple Search functionality in CRM 7.0 Understand the new integration of CRM with NetWeaver Enterprise Search Know the new features of the new Simple Search in EHP1 Change the configuration of search functionalities in CRM WebClient SAP 2009 / Page 2 At the end of this unit, you will be able to: Use the new Simple Search functionality in CRM 7.0 Understand the new integration of CRM with NetWeaver Enterprise Search Know the new features of the new Simple Search in EHP1 Change the configuration of search functionalities in CRM WebClient 2
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 3 3
Introduction Definitions From CRM 7.0 different Search functionalities are available in the CRM WebClient: Advanced Search Object-specific user interface for searching that allows to specify multiple search criteria and supports complex search queries Saved Search Saved set of search criteria from an Advanced Search. Saved Searches can be selected and executed from Central Search. Central Search User interface element which is available in a central position on all screens and can be used for starting a search; the central search user interface allows the selection of an object type, all objects or a saved search. Simple Search (New in CRM 7.0) Cross-object free-text search functionality and user interface for searching that is based on entering keywords into a single search field and a search result grouped by object type. The search query is for all objects an OR-combination of a subset of attributes of the object. Enterprise Search (ABAP) Search technology provided by NetWeaver which also goes by the name Embedded Search. SAP 2009 / Page 4 In CRM 7.0 different Search functionalities are available in the CRM WebClient: Advanced Search Object-specific user interface for searching that allows to specify multiple search criteria and supports complex search queries Saved Search Saved set of search criteria from an Advanced Search. Saved Searches can be selected and executed from Central Search. Central Search User interface element which is available in a central position on all screens and can be used for starting a search; the central search user interface allows the selection of an object type, all objects or a saved search. Simple Search (New in CRM 7.0) Cross-object free-text search functionality and user interface for searching that is based on entering keywords into a single search field and a search result grouped by object type. The search query is for all objects an OR-combination of a subset of attributes of the object. Enterprise Search Search technology provided by NetWeaver which in NW 7.0 goes by the name NetWeaver Enterprise Search 4
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 5 5
Introduction Deployment Scenarios for Enterprise Search NetWeaver Enterprise Search technology comprises two deployment scenarios: Embedded Search for unified search in structured data in one system Enterprise Search for unified search in structured data across multiple systems Embedded Search scenario CRM Simple Search is an Embedded Search scenario requiring just a suitable search engine installation (SAP TREX) along with SAP CRM. Enterprise Search scenarios are based on an additional central Enterprise Search server. Search Templates can be shared between the deployment scenarios. Continuous Growth of Search Infrastructure is ensured by unified technology. Enterprise Search scenario SRM CRM ERP Enterprise Search Appliance SAP 2009 / Page 6 Deployment Scenarios for Enterprise Search: Net Weaver Enterprise Search technology comprises two deployment scenarios: Embedded Search for unified search in structured data in one system Enterprise Search for unified search in structured data across multiple systems Simple Search is an Embedded Search scenario requiring just a suitable search engine installation (SAP TREX) along with SAP CRM. Enterprise Search scenarios are based on an additional central Enterprise Search server. Search Templates can be shared between the deployment scenarios. Continuous Growth of Search Infrastructure is ensured by unified technology. 6
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 7 7
Enabling Enterprise Search (ABAP) Search Modeling To define the Search criteria the CRM Enterprise Search Modeling Workbench is used CRM Enterprise Search Modeling Workbench is based on CRM Business Object Layer (BOL) Using the local-search scenario of NetWeaver Enterprise Search requires TREX as search engine. NetWeaver Enterprise Search uses Search Templates for modeling search objects and their relations In CRM 7.0 EHP1, Search Templates are delivered for the 94 most-required CRM Business Objects out-of-the-box. Attributes of Business Objects that are marked in the CRM Enterprise Search Modeling Workbench become available on NetWeaver Enterprise Search and thereby available in CRM Simple Search SAP 2009 / Page 8 In the CRM ES Modelung Workbench you can create your own CRM Enterprise Search templates or change the templates delivered by SAP. Using the local-search scenario of NetWeaver Enterprise Search requires TREX as search engine. Net Weaver Enterprise Search uses Search Templates for modeling search objects and their relations In CRM 7.0, Search Templates are delivered for the 94 most-required CRM Business Objects out-of-the-box. Attributes of Business Objects that are marked in the CRM Enterprise Search Modeling Workbench become available on Net Weaver Enterprise Search and thereby available in CRM Simple Search 8
Enabling Enterprise Search (ABAP) Search Modeling Additional attributes of business objects can be made available for the search The search query and search result behavior can be configured for each attribute with the following check boxes Key Indicator: this field is marked in the Enterprise Search structure as a key field Select: the field will be part of Enterprise Search, independent from whether it is used or not Search Criteria: the field will be included in the search input criteria of the Enterprise Search Result: the field will be included in the result list of the Enterprise Search Text: the field indicated with the Text flag may be used for free-text search in Enterprise Search After configuring Search Templates can be transferred to NW Enterprise Search SAP 2009 / Page 9 In the CRM ES Modeling Workbench (Transaction CRM_ES_WB) you can create your own CRM Enterprise Search templates, or change the templates delivered by SAP. After configuring the search the Search model has to be sent to the Search Engine. From there further configuration regarding indexing can be done. 9
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 10 10
Enabling Enterprise Search (ABAP) New features in EHP1 As a new feature Model Overview displays a summary list of marked attributes SAP 2009 / Page 11 As a new feature Model Overview displays a summary list of marked attributes 11
Enabling Enterprise Search (ABAP) Extended support for foreign relations BOL relations to other root objects (foreign relation) are modeled as Enterprise Search relations to search templates of those root objects (foreign template) With EHP1 it is possible to select the fields of foreign templates that are used within the Simple Search for each foreign relation SAP 2009 / Page 12 BOL relations to other root objects (foreign relation) are modeled as Enterprise Search relations to search templates of those root objects (foreign template) With EHP1 it is possible to select the fields of foreign templates that are used within the Simple Search for each foreign relation 12
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 13 13
Enabling Enterprise Search (ABAP) Administration of Search Engine To activate the defined template set from the CRM Enterprise Search Modeling Workbench the NetWeaver Enterprise Search Admin Cockpit is used: In the Workbench the available Search Templates from CRM are displayed. If the status is active the Search Template is updated on a regular base. SAP 2009 / Page 14 To activate the defined template set from the CRM Enterprise Search Modeling Workbench the NetWeaver Enterprise Search Admin Cockpit is used. The Admin Cockpit can be called with the Web Dynpro application ESH_ADMIN_UI_COMPONENT. 14
Enabling Enterprise Search (ABAP) Administration of Search Engine In the tab Schedule Data the update intervals of the selected Search Templates can be configured. SAP 2009 / Page 15 To activate the defined template set from the CRM Enterprise Search Modeling Workbench the NetWeaver Enterprise Search Admin Cockpit is used. The Admin Tool can be called with the Web Dynpro application ESH_ADMIN_UI_COMPONENT. On the Schedule Data tab the update intervals of the selected Search Templates can be configured. The columns Months, Weeks, Days, Hours and Minutes are defining the update time intervals. 15
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 16 16
Simple Searches Simple Searches are available in Central Search All Objects provides a search over all CRM objects which are available in Central Search Free Text provides a search over all search fields inside the selected object. Executing a Simple Search is done by entering keywords and pressing Enter or clicking the Go -button SAP 2009 / Page 17 Simple Searches are available in Central Search. With All Objects it is possible to start a search over all CRM objects available in Central Search. Free Text provides a search over all search fields available in the selected object. Simple Searches can be accessed and executed from every screen. 17
Simple Searches When executing a Simple Search over all objects a result list is displayed sorted by the different objects Executing a Simple Search over all search criteria from one object shows a result list with all found entries of this search For example, accounts are searched by firstname, lastname, address in free-text which makes it easy to find accounts by typing lastname and city SAP 2009 / Page 18 For the Simple Search results new result views are used. These result list views are included in UI component CRM_ES_UI_APPL. 18
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 19 19
Combining Searches into Central Search In the Central Search different types of search menus are available: Advanced Search In addition you can select also one search criteria from the object and start an Advanced Search from there Saved Search After selecting the Saved Search a list box with the existing saved searches is available Simple Search All Objects provides an input field for a Simple Search over all available objects (e.g. Accounts, Activities, ) defined in the Central Search In each object (e.g. Account) there is a option Free Text which provides an input field for a Simple Search over all search criteria in the selected object SAP 2009 / Page 20 All these different types of searches can be made available in the Central Search UI element of the CRM WebClient. The user can access the Central search from any screen in the CRM WebClient. Depending on the selected search type the input field next to the search selection has different tasks. 20
Combining Searches into Central Search Advanced Searches Depending of the executed search a result list is displayed. When executing an Advanced Search from the Central Search the result list is displayed which is also available in the normal Advanced Search. When clicking on the link Show Search Fields the search criteria is displayed. SAP 2009 / Page 21 The displayed result list for an Advanced or Saved Search is the same result list as a result list for the different search pages called by the Navigation Bar. The functions and the behavior are also the same. 21
Combining Searches into Central Search Saved Searches Depending of the executed search a result list is displayed. When executing a saved search or an Advanced Search from the Central Search the result list is displayed which is also available in the normal Advanced Search. When clicking on the link Show Search Fields the search criteria is displayed. SAP 2009 / Page 22 The displayed result list for an Advanced or Saved Search is the same result list as a result list for the different search pages called by the Navigation Bar. The functions and the behavior are also the same. 22
Combining Searches into Central Search Simple Searches When executing a Simple Search over all objects a result list is displayed sorted by the different objects The Simple Search result list provides the similar functionality as the Advanced Search result list One difference is the filter functionality; here the user can create a own custom filter SAP 2009 / Page 23 For the Simple Search results new result views are used. These result list views are included in UI component CRM_ES_UI_APPL. 23
Combining Searches into Central Search Simple Searches The custom filter functionality is provided because of usability and performance reasons. Since the result list can be very big a filter for all search results would not be user-friendly. The user can create a own custom filter and sort the search results with it. SAP 2009 / Page 24 The custom filter functionality is provided because of usability and performance reasons. Since the result list can be very big a filter for all search results would not be user-friendly. The user can create a own custom filter and sort the search results with it. In a small popup the user can enter the custom filter. 24
Combining Searches into Central Search Types of search menus Depending on the availability of the Enterprise Search, three different types of search menus are available. Menu for Advanced Search only (no Enterprise Search available) No All Objects Entry is available Object related entries (below saved searches have a second level menu) Menu for Simple Search only (Enterprise Search available) All Objects Entry is available Object related entries (below saved queries) do not have a second level menu Combined menu that allows access to Simple Search and Advanced Search (Enterprise Search available) All Objects Entry is available Object related entries (below saved queries) have a second level menu The first entry in the second level menus is called Free Text (for performing the Enterprise Search restricted by object type) SAP 2009 / Page 25 As default not all different types of search menus are available. For performance reasons all search types can be activated if they are required. 25
Combining Searches into Central Search Types of search menus Depending on the availability of the Enterprise Search, three different types of search menus are available. Advanced Search only Simple Search only Combined Case SAP 2009 / Page 26 As default not all different types of search menus are available. For performance reasons all search types can be configured individually if they are required. 26
Agenda 1. Introduction 1.1 Definitions 1.2 Deployment Scenarios for Enterprise Search 2. Enabling Enterprise Search (ABAP) 2.1 Search Modeling 2.2 New features in EHP1 2.3 Administration of Search Engine 3. Simple Searches 4. Combining Searches into Central Search 5. Central Search Configuration SAP 2009 / Page 27 27
Central Search Configuration In the Central Search customizing the different types of search menus can be configured: The available search options are configured per navigation bar Object type and object action are defining for which object the search is available Object type is the UI object type (e.g BP_ACCOUNT for account search) In the object action A/F stands for Advanced Search, H for the Simple Search The UI component name defines the UI component which is used for the search The search view is the view inside the UI component used for the search For the Simple Search there is always the UI component CRM_ES_UI_APPL used which provides a generic search view. SAP 2009 / Page 28 In the Central Search customizing the different types of search menues can be configured: The customizing can be found in CRM UI Framework Technical Role Definition Define Central Search. The available search options are configured per navigation bar Object type and object action are defining for which object the search is available Object type is the UI object type (e.g BP_ACCOUNT for account search) In the object action A/F stands for Advanced Search, H for the Simple Search The UI component name defines the UI component which is used for the search The search view is the view inside the UI component used for the search For the Simple Search there is always the UI component CRM_ES_UI_APPL used which provides a generic search view. 28
Central Search Configuration In the Business Role customizing you can activate and deactivate the configured search types from the assigned Navigation bar. SAP 2009 / Page 29 In the Business Role customizing you can activate and deactivate the configured search types from the assigned Navigation bar. 29
Lesson Summary This unit covered Simple Search in CRM WebClient Use the new Simple Search functionality in CRM 7.0 Understand the new integration of CRM with NetWeaver Enterprise Search Know the new features of the new Simple Search in EHP1 Change the configuration of search functionalities in CRM WebClient SAP 2009 / Page 30 30
Further information Enterprise Search SAP CRM 7.0 SAP NetWeaver Enterprise Search http://help.sap.com/nwes70 SAP Developer Network on NetWeaver Search https://www.sdn.sap.com/irj/sdn/nw-search SAP Developer Network Forum on NetWeaver Search https://www.sdn.sap.com/irj/sdn/forum?forumid=202 SAP CRM Help Portal Enterprise Search Integration http://help.sap.com/crm Application Help SAP Customer Relationship Management Basic Functions UI Framework and Configuration Enterprise Search Integration SAP CRM Enterprise Search Operation Guide http://help.sap.com/crm CRM 7.0 Installation, Upgrade, Master and Operation Guides Operation SAP 2009 / Page 31 31
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