Setting Up High-Speed Business Partner Search 

Use

If high-speed business partner search is set up in your system, you can enable it in the account identification profile so that all interaction center (IC) agents assigned to this profile can use high-speed search to identify accounts in the IC WebClient. For searching large numbers of business partner records, high-speed search is more efficient than standard search because it stores and indexes your account data in main memory. To maximize the availability of high-speed search, the data is updated from the database once every six hours (default setting), though you can change this setting to balance freshness of data with maximum system performance.

Account identification profiles are defined in Customizing for SAP CRM by choosing Customer Relationship Management ® Interaction Center WebClient ® Master Data ®  Define Account Identification Profiles.

If you choose not to enable high-speed search, or if you disable high-speed search, standard search is used instead. The user interface remains the same.

If high-speed search is not set up in your system, enabling it in the account identification profile has no effect.

We recommend using high-speed search if you have many millions of data records, on which you run complex queries. If you have smaller data volumes and run simpler queries, standard search is the natural choice because it uses current data direct from the database and offers fast enough response times for most purposes.

Prerequisites

You have installed Search and Classification (TREX). High-speed business partner search is based on TREX. You can find the TREX installation guide on SAP Service Marketplace at service.sap.com.

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Your system administrator has configured the Software Agent Framework (SAF). For more information, see:

·        Configuration Help for Software Agent Framework

●      Configuration Help for Software Agent Framework in SAP CRM

If you have a previous CRM version installed, you have cleaned up the old SAF Customizing using the SAF diagnosis tool:

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       1.      In the SAP menu, choose Service ® Enterprise Intelligence ® Software Agent Framework Diagnosis Tool (transaction CRMC_SAF_TOOL).

       2.      Select Check Default Customizing.

       3.      Choose Check.

       4.      Follow the wizard.

Procedure

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       1.      To ensure that business partners and contact persons are defined as language-independent knowledge bases, set the language to Mixed:

                            a.      In Customizing for the Software Agent Framework (Customer Relationship Management ® Enterprise Intelligence ® Software Agent Framework), choose Name and Configure Knowledge Base.

A wizard appears.

                            b.      In the Specify Name and Language step, click the F4 help to check that the following knowledge bases exist:

§         BUS1006 (Business Partner)

■       BUS1006002 (Contact)

If they do not exist, create them here.

                            c.      Enter knowledge base BUS1006.

                            d.      Select language Mixed.

                            e.      In the Make Basic Settings step, assign the search engine STANDARD, if it is not assigned already.

                              f.      Carry out the other steps in the wizard.

                            g.      Repeat for knowledge base BUS1006002.

       2.      Assign knowledge bases BUS1006 and BUS1006002 to the application:

                            a.      In Customizing for the Software Agent Framework, choose Configure Application.

A wizard appears.

                            b.      In the Enter Application Name step, enter application BP (Business Partner Indexing).

                            c.      In the Assign Knowledge Bases step:

■       If you want to use high-speed business partner search, make sure that knowledge bases BUS1006 and BUS1006002 are assigned to application BP.

■       If you do not want to use high-speed business partner search, remove knowledge bases BUS1006 and BUS1006002 from application BP.

       3.      Schedule regular background job for delta compilation:

                            a.      In Customizing for the Software Agent Framework, choose Configure Compilation, Clustering, and Classification.

A wizard appears.

                            b.      In the Determine Index Name step, enter knowledge base BUS1006.

                            c.      Select language English.

                            d.      In the Schedule Background Job for Delta Compilation step, schedule a regular background job.

                            e.      Repeat for knowledge base BUS1006002.

       4.      Configure search engine RFC connection:

                            a.      In Customizing for the Software Agent Framework, choose Configure RFC Destinations.

A wizard appears.

                            b.      In the Specify Name of Search Engine step, enter search engine STANDARD. Choose TREX-Specific TCP/IP Connections.

                            c.      In the Assign RFC Connection to Search Service step, select the RFC destination for your TREX server.

                            d.      In the Assign RFC Connection to Indexing Service step, select the RFC destination for your TREX server.

       5.      Check that the required Business Add-In implementations exist and are active:

                            a.      In Customizing for the Software Agent Framework, choose Business Add-Ins (BAdIs) ® BAdI: Knowledge Bases.

                            b.      Select BAdI implementation CRM_SAF_KBBUS1006002 (SAF Connection of Contact Person for TREX).

If this BAdI implementation does not appear, create it here.

                            c.      Choose Display.

                            d.      Check that the BAdI is active.

If the BAdI is not active, switch to change mode and activate it by choosing Implementation ® Activate.

                            e.      Repeat for BAdI implementation CRM_SAF_KB_BUS1006 (SAF Connection of Business Partner for TREX).

       6.      Configure the Business Data Toolset (BDT):

                            a.      In transaction BUS7, locate event ARCH4 and assign function module CRM_SAF_BP_EVENT_ARCH4 to it for application TREX, and set the Call indicator so that the system calls this function module at runtime.

                            b.      Locate event DELE2 and assign function module CRM_SAF_BP_EVENT_DELE2 to it for application TREX, and set the Call indicator.

For general information about the BDT, see SAP Help Portal at help.sap.com.

       7.      (Optional) Configure the compilation service for BUS1006 and BUS1006002.

If you want to speed up data transfer to TREX, you can disable the TREX text mining index and use the TREX queue server at full compilation. By default, the TREX text mining index is enabled and the TREX queue server is not used. To change the default settings:

                            a.      Run transaction CRMC_SAF_ADV_CLIENT.

                            b.      Double-click Compilation Service.

                            c.      Make the following setting for knowledge bases BUS1006 and BUS1006002:

■       Queue = true

                            d.      Adjust the batch size as necessary.

The default size is 1000, but depending on your machine’s memory size, you can adjust this parameter to improve the initial load performance. For example, if your machine has enough memory, setting the batch size to 10,000 or more will decrease upload time.

                            e.      Save the settings.

                              f.      After full compilation is finished, return to this setting and set Queue to false.

This step ensures that TREX is updated immediately whenever delta compilation is carried out in the SAF.

       8.      Carry out a full compilation for knowledge bases BUS1006 and BUS1006002 using the Indexes application (CRM_EI_CMP_ADMN). For more information, see Knowledge Base Compilation.

       9.      After full compilation is initialized for BUS1006 or BUS1006002, check the queue parameter settings for the corresponding index to improve the performance of full compilation. For information about displaying and setting queue parameters, see SAP Note 702095.

We recommend restricting the number of business partners and attributes to the following:

Recommended Values

Function	Maximum Business Partners	Maximum Attributes per Business Partner
High-Speed Business Partner Search	5 million*	Not applicable
Segment Builder	5 million*	10

*SAP supports more than 5 million business partners on a project basis only. Projects that involve more than 5 million business partners need special handling because indexing more than 5 million records means that the TREX indexes must be split. For more information, contact your SAP consultant.

You can set the update frequency for this buffer according to your requirements. For large indexes with millions of documents and 10 attributes, we recommend the following parameter settings. These settings affect only the high-speed business partner search.

Parameters and Recommended Values for High-Speed Business Partner Search

Parameter	Recommended Value
Schedule Time	Every 6 hours
Schedule Max. Docs	50,000
Transmit Bulk Size	50,000