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Introduction

SAP Solution Manager 7.2 makes extensive use of the SAP NetWeaver Enterprise Search (ESH, also known as Embedded Search). The Enterprise Search allows you to perform cross-scenario free text searches through unstructured long texts, office documents, and other object attributes. A highlight, if you are using the Solution Manager on a HANA database, is that you do not require an external TREX server in order to use the Enterprise Search.

In this article, I will briefly describe how you can use the Enterprise Search in the IT Service Management (ITSM) and Change Control Management (ChaRM) scenarios. I will also differentiate between the legacy TREX search and the new Enterprise Search infrastructures, showing you how to replace use of the legacy TREX search with the Enterprise Search. If you do this, and are on HANA, you won’t need to set up an external TREX server.

Prerequisites

I will assume that you have gone through SAP Solution Manager Setup and appropriately configured the Enterprise Search. If you are running on a HANA DB, you’ll have had the option to setup ESH without an external TREX server. If you are running on any other DB, you can still use the ESH but will need to attach a TREX server to your Solution Manager system.

In my explanations below, it will make no difference if you have set up ESH with or without an external TREX server: for end users the result is exactly the same.

What Uses Legacy TREX Infrastructure

The “full text” indexing based on the CRM Software Agent Framework relies on an external TREX server. This is the same full text search which was available in Solution Manager 7.1. You can find it in the following places in the CRM WebClient UI:

  • The “Full text” search field in the central search menu

 

  • The “Full text” search field in search pages

What Uses Enterprise Search Infrastructure

The new “free text” search facilities use the Enterprise Search infrastructure. You can access this search in the following areas, among others:

  • The search bar in the Fiori Launchpad. You can search all Solution Manager scenarios which have been indexed with the ESH here:

 

  • The “All Objects” Search in CRM WebClient UI central search menu. This searches all indexed CRM transactions, including Requests for Change, Change Documents, Incidents, Problems, and even Knowledge Articles if you have configured this:

 

  • “Free Text” Search in CRM WebClient UI central search menu. This searches just for a specific transaction type, such as Incidents, or Change Documents:

 

  • The Enterprise Search Web Dynpro UI. This is more of a technical user interface. You can access it through transaction ESH_SEARCH (Enterprise Search):

 

How to Only Use Enterprise Search

Once you have configured the Enterprise Search, the system will automatically add the following to the CRM UI:

  • The “Search for All Objects” entry in the central search menu
  • The “Free Text” entries for each transaction type in the central search menu

You will now probably find that you have redundant “Free Text” and “Full Text” full text search options in your CRM UI.

If you do not use or wish to decommission your external TREX server, you only need to perform a quick UI configuration in the relevant search pages, and remove “Full Text” from the selected search criteria. This will remove the “Full Text” search criterion from both the central search menu as well as the search page:

You will note that there is no longer an option to perform a full/free text search combined with other search criteria in the search pages. This is because we believe you can do such searches more quickly and intuitively with the Enterprise Search fields “Search for All Objects” or “Free Text”, or in the Fiori Launchpad – the Enterprise Search indexes attributes such as creation dates, priorities, and status values and lets you search for these attributes along with full text simultaneously from the single search field, just as is common with most Internet search engines.

Here are some example queries:

  • “very high” HANA – The system will return all priority “very high” incidents which mention the term HANA.
  • “very high” HANA “IRT Exceeded” – The system will return all priority “very high” incidents which mention the term HANA, and which have exceeded the initial response time (IRT).

A Special Note on Knowledge Articles

CRM Knowledge Articles have been enhanced to work fully on HANA systems without an external TREX system. The following notes provide the relevant instructions:

Before these notes were available, you could still use Knowledge Articles without a TREX installation, but not all features, such as the full text search, were available.

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6 Comments

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    1. Gordon Leslie McDorman Post author

      Hi Anton,

      You should be able to do this by using the UI configuration which I showed in the above section. It makes no difference if you are using your own zsolmanpro or the SAP SOLMANPRO business role: just make sure you select the correct role key for the configuration. If you do the configuration from your zsolmanpro role, the system will automatically select the correct key for you.

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        1. Gordon Leslie McDorman Post author

          Are you using the UI configuration (not personalization) in the search screen? Your screenshot is of the central search menu – that is not where you do the configuration. See the last screenshot above.

          And by the way, are you using SAP Solution Manager 7.2? Do you want to use the “Free Text” search instead of the “Full Text” search as described in this blog?

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  1. Anton Malaiko

    I’m didn’t do any configuration for search, in standart role solmanpro Central Search available at home page at top right coner of window as in scren shot above. In custom role search variant in central search is not available as at my screen shot above. Try to copy solmanpro to Z and check is free text available?

    Yes, we a using SM 7.2 SP6, and we want to use free text search for knowledge articles.

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    1. Gordon Leslie McDorman Post author

      Then there are two (or three) things which you will have to do:

      1. Make sure Embedded/Enterprise Search is set up – check the SAP Solution Manager Setup steps for this
      2. Perform UI configuration for your search pages. You will notice that there is a checkbox in the UI configuration to include specific search criteria in the central search.
      3. Also – possibly – check your copied business role in the IMG configuration: there is also customizing there for object types to be included in the central search. Copy the objects – especially the Knowledge Article object types – from the SOLMANPRO role to your role.
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