1

UI Fr amewor k
Si mpl e Sear c h i n CRM WebCl i ent
based on Net Weaver Ent er pr i se
Sear c h (ABAP)
SAP Enhancement Package 1 for SAP CRM 7.0
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SAP 2009 / Page 2
Obj ec t i ves
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
Change the configuration of search functionalities in CRM WebClient
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SAP 2009 / Page 3
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
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I nt r oduc t i on Def i ni t i ons
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
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
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SAP 2009 / Page 5
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
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SAP 2009 / Page 6
I nt r oduc t i on
Depl oyment Sc enar i os f or Ent er pr i se Sear c h
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
Ent er pr i se Sear c h sc enar i o
Embedded Sear c h sc enar i o
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.
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SAP 2009 / Page 7
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
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SAP 2009 / Page 8
Enabl i ng Ent er pr i se Sear c h (ABAP)
Sear c h Model i ng
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.
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
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SAP 2009 / Page 9
Enabl i ng Ent er pr i se Sear c h (ABAP)
Sear c h Model i ng
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.
From there further configuration regarding indexing can be done.
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SAP 2009 / Page 10
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
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SAP 2009 / Page 11
Enabl i ng Ent er pr i se Sear c h (ABAP)
New f eat ur es i n EHP1
As a new feature Model Overview displays a summary list of marked attributes
As a new feature Model Overview displays a summary list of marked attributes
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SAP 2009 / Page 12
Enabl i ng Ent er pr i se Sear c h (ABAP)
Ex t ended suppor t f or f or ei gn r el at i ons
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)
With EHP1 it is possible to select the fields of foreign templates that are used within the
Simple Search for each foreign relation
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SAP 2009 / Page 13
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
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SAP 2009 / Page 14
Enabl i ng Ent er pr i se Sear c h (ABAP)
Admi ni st r at i on of Sear c h Engi ne
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.
The Admin Cockpit can be called with the Web Dynpro application
ESH_ADMIN_UI_COMPONENT.
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Enabl i ng Ent er pr i se Sear c h (ABAP)
Admi ni st r at i on of Sear c h Engi ne
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.
The columns Months, Weeks, Days, Hours and Minutes are defining the update time
intervals.
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SAP 2009 / Page 16
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
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SAP 2009 / Page 17
Si mpl e Sear c hes
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.
Simple Searches can be accessed and executed from every screen.
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SAP 2009 / Page 18
Si mpl e Sear c hes
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.
These result list views are included in UI component CRM_ES_UI_APPL.
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SAP 2009 / Page 19
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
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SAP 2009 / Page 20
Combi ni ng Sear c hes i nt o Cent r al Sear c h
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.
Depending on the selected search type the input field next to the search selection has
different tasks.
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SAP 2009 / Page 21
Combi ni ng Sear c hes i nt o Cent r al Sear c h
Advanc ed Sear c hes
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.
The functions and the behavior are also the same.
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Combi ni ng Sear c hes i nt o Cent r al Sear c h
Saved Sear c hes
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.
The functions and the behavior are also the same.
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SAP 2009 / Page 23
Combi ni ng Sear c hes i nt o Cent r al Sear c h
Si mpl e Sear c hes
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.
These result list views are included in UI component CRM_ES_UI_APPL.
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SAP 2009 / Page 24
Combi ni ng Sear c hes i nt o Cent r al Sear c h
Si mpl e Sear c hes
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.
In a small popup the user can enter the custom filter.
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Combi ni ng Sear c hes i nt o Cent r al Sear c h
Types of sear c h 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.
For performance reasons all search types can be activated if they are required.
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Combi ni ng Sear c hes i nt o Cent r al Sear c h
Types of sear c h 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.
For performance reasons all search types can be configured individually if they are
required.
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SAP 2009 / Page 27
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
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SAP 2009 / Page 28
Cent r al Sear c h Conf i gur at i on
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
For the Simple Search there is always the UI component CRM_ES_UI_APPL used which
provides a generic search view.
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Cent r al Sear c h Conf i gur at i on
In the Business Role customizing you can activate and deactivate the configured search types
from the assigned Navigation bar.
In the Business Role customizing you can activate and deactivate the configured search
types from the assigned Navigation bar.
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Lesson Summar y
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
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SAP 2009 / Page 31
Fur t her i nf or mat i on
Ent er pr i se Sear c h 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
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SAP 2009 / Page 32
Copyr i ght 2009 SAP AG
Al l Ri ght s Reser ved
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