UI Framework Simple Search in CRM WebClient based on NetWeaver Enterprise Search (ABAP) SAP Enhancement Package 1 for SAP CRM 7.0

Full text

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UI Framework

Simple Search in CRM WebClient

based on NetWeaver Enterprise

Search (ABAP)

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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

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

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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

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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”.

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

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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

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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

„ 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.

CRM

ERP CRM

SRM

Enterprise Search Appliance

Enterprise Search scenario Embedded Search scenario

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.

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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

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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

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.

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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

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.

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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

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Enabling Enterprise Search (ABAP)

New features in EHP1

„ As a new feature Model Overview displays a summary list of marked attributes

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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

BOL relations to other root objects (foreign relation) are modeled as Enterprise Search relations to search templates of those root objects (foreign template)

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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

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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.

To activate the defined template set from the CRM Enterprise Search Modeling Workbench the NetWeaver Enterprise Search Admin Cockpit is used.

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Enabling Enterprise Search (ABAP)

Administration of Search Engine

In the tab Schedule Data the update intervals of the selected Search Templates can be configured.

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.

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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

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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

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.

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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

For the Simple Search results new result views are used.

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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

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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

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.

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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.

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.

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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.

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.

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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

For the Simple Search results new result views are used.

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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.

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.

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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)

As default not all different types of search menus are available.

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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

As default not all different types of search menus are available.

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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

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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.

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

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Central Search Configuration

In the Business Role customizing you can activate and deactivate the configured search types from the assigned Navigation bar.

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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

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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

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