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Free Text Search in the Interaction Center for SAP CRM Utilities

Setup Guide
Target Audience
System Administrators
Technical Consultants

Free Text Search System Set Up ............................................................................................................. 3


Prerequisites ....................................................................................................................................... 3
Processes............................................................................................................................................. 4
Activate and Deactivate Business Functions................................................................................... 4
Populate Business Partner Search Table......................................................................................... 4
Activate SAP Gateway ..................................................................................................................... 4
Set SAP Gateway OData System Alias ............................................................................................. 4
Activate SAP Gateway Service ........................................................................................................ 5
Activate Internet Communication Framework Service................................................................... 5
Set Database Connection for HANA DB (required only if using HANA DB)..................................... 5
Set HANA Sidecar for Non-HANA DB (required only if using HANA DB as Sidecar ) ....................... 5
Set Database Connection for Non-HANA DB with HANA Sidecar (required only if using HANA DB
as Sidecar) ....................................................................................................................................... 6
Create SAP NetWeaver Embedded Search Connectors .................................................................. 6
Remote Search ................................................................................................................................ 7
Remote Search - Activate Proxy and Back-End Systems ................................................................. 7
Remote Search - Populate Business Partner Search Table ............................................................. 7
Remote Search - Set Database Connection for HANA DB............................................................... 7
Remote Search - Create SAP NetWeaver Embedded Search Connectors ...................................... 8
Remote Search - Connect Back-End System ................................................................................... 9
Modify Free Text Search Customizing ............................................................................................ 9

Free Text Search System Set Up


The Free Text Search functionality requires specific system setup before performing a free text
search for business partners and premises. Free Text Search reuses two main components: SAP
Gateway and SAP NetWeaver Embedded Search.
Free Text Search can be used in the two following scenarios:
1. Using HANA DB
This is required if you have installed SAP CRM for HANA and SAP Utilities for HANA.
2. Using HANA DB as a sidecar
In this scenario, you would be running SAP CRM and SAP Utilities on AnyDB, but using a
HANA sidecar.
Caution: If you would like to run Free Text Search on AnyDB without a HANA sidecar, more
effort is needed to make the Free Text Search feature work. Firstly, an initial indexing needs
to be carried out to create indexes which are required by Embedded Search. Then, a deltaindexing process needs to be implemented to update the aforesaid indexes. This is
necessary because new data can be added to the database after the initial creation of
indexes, but they are not searchable by Embedded Search until they are indexed using the
delta-indexing process. This alternative requires high implementation effort as well as a high
capacity system and it is not the recommended option. This setup guide does not cover
steps required for the AnyDB scenario.
Note: Some of the processes described in this document are only relevant for selected scenarios.
These processes are clearly identified.

Prerequisites
o

Installation of SAP CRM (CRM for Utilities 7.0 EHP3 SP07)


o Installation of SAP Utilities (IS-UT 6.0 EHP7 SP07)
o SAP NetWeaver 7.4 SP07
o HANA DB SPS08 or higher recommended
o SAP Landscape Transformation (SLT) add-on version 2 (replication server), required for
HANA sidecar scenario

Processes
Activate and Deactivate Business Functions
1. Execute Switch Framework transaction (transaction SFW5).
The business function tree hierarchy appears.
2. Deselect the planned state checkbox of the business functions CRM_UT_HANA_SCH and
CRM_UT_HANA_SCH_2.
3. Select the planned state checkbox of the following business functions:
o CRM_PERFORMANCE_2
o CRM_UT_ER_3
o CRM_UT_HANA_SCH_3
o CRM_UT_HANA_SCH_4
o CRM_UT_HANA_SCH_5
o CRM_UT_HANA_SCH_6
4. Press the Activate Changes pushbutton to activate and deactivate the business functions
mentioned in the previous steps.

Populate Business Partner Search Table


o

Execute report BPADRSEARCH_FILL using transaction SE38.

For more information, see SAP Note 595442 Poor Performance for 'Partner by Address' Search
Help.

Activate SAP Gateway


1. Start transaction /IWFND/IWF_ACTIVATE.
2. Activate SAP Gateway if it is not yet activated.

Set SAP Gateway OData System Alias


1. Start transaction SPRO.
2. Go to SAP NetWeaver SAP Gateway OData Channel Configuration Connection
Settings SAP Gateway to SAP System Manage SAP System Aliases.
o The system alias defines the destination system for the SAP Gateway services.
Here are sample settings in the case where you use the same system for the SAP
Gateway services:
Add a new entry:
SAP System Alias:
LOCAL
Description:
Local system
Local GW:
Checked
For Local App:
Checked
RFC Destination:
NONE
Software Version:
DEFAULT
Leave remaining fields empty
3. Save.

Activate SAP Gateway Service


1. Start transaction /IWFND/MAINT_SERVICE.
2. Select technical service name CRM_IU_HSS_SRV.
3. Add system alias for the CRM_IU_HSS_SRV Service.
o Add a new entry (sample data for the LOCAL system alias added in previous step):
Service Doc. Identifier:
CRM_IU_HSS_SRV_0001
SAP System Alias:
LOCAL
Default System:
Checked
Leave remaining fields empty.
4. Activate service CRM_IU_HSS_SRV by pressing the ICF Node pushbutton.

Activate Internet Communication Framework Service


1. Start transaction SICF.
2. Enter service name CRM_IU_HSS_UI5 and press the Execute pushbutton.
3. Activate service CRM_IU_HSS_UI5 under the service ui5_ui5/sap.

Set Database Connection for HANA DB (required only if using HANA DB)
You need the SAP_ESH_LOCAL_ADMIN authorization role to maintain the DB connection
Customizing.
1. Start transaction DBCO.
2. Create a DB connection:
o DB Connection:
EMBEDDEDSEARCH
o DBMS:
HDB
o User Name:
<HDB User Name>
o DB Password:
<HDB Password>
o Connection Info:
<Sysname:3xx15>
Sysname is the host name of the system that you are setting up and xx is
the instance number of the HDB database (you can find this information
under System-> Status).
3. Start transaction SPRO.
4. Go to: SAP NetWeaver Search and Operational Analytics Common Settings for
Operational Analytics and Enterprise Search Configure Indexing Set TREX/BWA
Destination or SAP HANA DB Connection.
5. Select the Use SAP HANA Secondary DB Connection radio button, and in the DB Connection
Name field, enter the name of the newly created DB connection.

Set HANA Sidecar for Non-HANA DB (required only if using HANA DB as Sidecar )
Use this procedure only if you are using a Non-HANA DB with HANA sidecar.
1. Replicate tables.
See SAP Note 2090312 for a list of CRM tables that need to be replicated
See SAP Note 2106928 for a list of ERP tables that need to be replicated
2. To map the database schema, run report ESH_SET_HDB_SCHEMA_MAPPING.

Logical System -> Use value help


Customized Schema Name = HANA sidecar SLT schema name

3. Switch Embedded Search from TREX to HANA Sidecar.


See SAP Note 2054157 for additional details.

Set Database Connection for Non-HANA DB with HANA Sidecar (required only if
using HANA DB as Sidecar)
You need the SAP_ESH_LOCAL_ADMIN authorization role to maintain the DB connection
Customizing.
1. Start transaction DBCO.
2. Create a DB connection:
o DB Connection:
SAP_CRM
o DBMS:
HDB
o User Name:
SAP_CRM
o DB Password:
<HDB Password>
This is the DB schema user which should have privileges for SQL objects
TREXVIADBSL and TREXVIADBSLWITHPARAMETER with privilege EXECUTE.
o Connection Info:
<Sysname:3xx15>
Sysname is the host name of the HANA sidecar and xx is the instance
number of the HDB database.
3. Start transaction SPRO and go to SAP NetWeaver Search and Operational Analytics
Common Settings for Operational Analytics and Enterprise Search Configure Indexing
Set TREX/BWA Destination or SAP HANA DB Connection.
4. Select the Use SAP HANA Secondary DB Connection radio button, and in the DB Connection
Name field, enter the name of the newly created DB connection.

Create SAP NetWeaver Embedded Search Connectors


The SAP_ESH_LOCAL_ADMIN authorization role is required.
1. Start transaction ESH_MODELER.
2. Expand to display software component CRM_IU CRM CRM-IU.
Note: If this software component is not available, try restarting the transaction after a short
amount of time. The software component CRM_IU may not yet be uploaded; a background
process will upload all new software components or new models.
3. Select model CRM_IU_HSS_BP.
4. Click on Actions and then select Create Connector.
5. Repeat the last two steps to create a connector for model CRM_IU_HSS_PREMISE.
If you are using a co-deployment system, you will need to create the following connectors as well:
1. Start transaction ESH_MODELER.
2. Expand to display software component IS-U-CS-CRM IS IS-U IS-U-CS IS-U-CS-CRM.
Note: If this software component is not available, try restarting the transaction after a short
amount of time. The software component IS-U-CS-CRM may not yet be uploaded; a
background process will upload all new software components or new models.
3. Select model ISU_CRM_BP_PR_DOC.
4. Click on Actions and then select Create Connector.

5. Repeat the last two steps to create a connector for model ISU_CRM_PREMISE_DEV and
model ISU_CRM_PREMISE_OWN.

Remote Search
Starting with CRM 7.0 EHP3 SP07, the Free Text Search feature also supports remote search, for
example, searching for business partners based on the invoice number.
SAP delivers three search models in the Utilities system (IS-UT 6.0 EHP7 SP07):

Searching for a business partner by invoice number


Searching for a premise by premise owner
Searching for a premise by device

If you plan to use these models to perform a remote search in the CRM system, you should follow
the remote search procedures below.
Note: If you are using a co-deployment system, you can safely ignore the procedures for Remote
Search.

Remote Search - Activate Proxy and Back-End Systems


Use this procedure only if you are using the search models delivered in the Utilities system for
performing a remote search in the CRM system. If this is not the case, you can safely ignore this
procedure.
Note: The SAP_ESH_LOCAL_ADMIN authorization role is required for this process.
1. In the CRM system, start transaction SPRO and go to SAP NetWeaver Search and
Operational Analytics Enterprise Search Search Configuration Configure Remote
Search.
2. Select the System Acts as Proxy checkbox and execute the report to register.
3. In the Utilities system, repeat steps 1 to 3, but instead of selecting the System Acts as Proxy
checkbox, select the System Can Act as Backend checkbox.

Remote Search - Populate Business Partner Search Table


Use this procedure only if you are using the search models that are delivered in the Utilities system
for performing a remote search in the CRM system. If this is not the case, you can safely ignore these
instructions.
o

In the Utilities system, execute report BPADRSEARCH_FILL using transaction SE38. For more
information, see SAP Note 595442 Poor Performance for 'Partner by Address' search help.

Remote Search - Set Database Connection for HANA DB


Use this procedure only if you are using the search models delivered in the Utilities system for
performing a remote search in the CRM system. If this is not the case, you can safely ignore this
procedure.
Note: You need the SAP_ESH_LOCAL_ADMIN authorization role to maintain the DB connection
Customizing.

1. In the Utilities system, start transaction DBCO.


2. Create a DB connection:
o DB Connection:
EMBEDDEDSEARCH
o DBMS:
HDB
o User Name:
<HDB User Name>
o DB Password:
<HDB Password>
o Connection Info:
<Sysname:3xx15>
Sysname is the host name of the system that you are setting up and xx is
the instance number of the HDB database (you can find this information
under System-> Status).
3. Start transaction SPRO and go to SAP NetWeaver Search and Operational Analytics
Common Settings for Operational Analytics and Enterprise Search Configure Indexing
Set TREX/BWA Destination or SAP HANA DB Connection.
4. Select the Use SAP HANA Secondary DB Connection radio button, and in the DB Connection
Name field, enter the name of the newly created DB connection.
Execute the following steps in the CRM system to set up the connection to the Utilities HDB system.
1. In the CRM system, start transaction DBCO.
2. Create a DB connection:
o DB Connection:
<Connection name to Utilities HDB>
o DBMS:
HDB
o User Name:
<Utilities HDB User Name>
o DB Password:
<Utilities HDB Password>
o Connection Info:
<Utilities Sysname:3xx15>
Sysname is the host name of the system that you are setting up and xx is
the instance number of the HDB database (you can find this information
under System-> Status).

Remote Search - Create SAP NetWeaver Embedded Search Connectors


Use this procedure only if you are using the search models delivered in the Utilities system for
performing a remote search in the CRM system. If this is not the case, you can safely ignore this
procedure.
The SAP_ESH_LOCAL_ADMIN authorization role is required for this process.
1. In the Utilities system, start transaction ESH_MODELER.
2. Expand to display software component IS-U-CS-CRM IS IS-U IS-U-CS IS-U-CS-CRM.
Note: If this software component is not available, try restarting the transaction after a short
amount of time. The software component IS-U-CS-CRM may not yet be uploaded; a
background process will upload all new software components or new models.
3. Select model ISU_CRM_BP_PR_DOC.
4. Click on Actions and then select Create Connector.
5. Repeat the last two steps to create a connector for model ISU_CRM_PREMISE_DEV and
model ISU_CRM_PREMISE_OWN.

Remote Search - Connect Back-End System


Use this procedure only if you are using the search models delivered in the Utilities system for
performing a remote search in the CRM system. If this is not the case, you can safely ignore this
procedure.
The SAP_ESH_LOCAL_ADMIN, SAP_ESH_ADMIN, SAP_ESH_CR_ADMIN, SAP_ESH_DATA_PUSH, and
SAP_SM_USER_ADMIN authorization roles are required for this process.
1.
2.
3.
4.

In the CRM system, start transaction ESH_COCKPIT.


Click on System Settings and then select Connect Back-End Systems.
Click on the Add pushbutton to add a new back-end system.
Enter the connection data:
o System ID:
Utilities system ID
o Client:
Utilities client
o Description:
Description for connection
o System Number:
Utilities system number
o Application Server:
Utilities application server
o User/Password: User and password to connect to Utilities system
o Database Connection: Utilities database connection
5. Click on the Maintain Connectivity button.

Modify Free Text Search Customizing


If needed, you can modify the Customizing for Free Text Search. For more information, see the
documentation under CRM Industry Specific Solutions Utilities Industry Settings for User
Interfaces Identification Define Free Text Search Profiles.