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Function documentationCRM Enterprise Search Modeling

 

You can use the CRM ES Modeling Workbench to connect CRM business objects to Enterprise Search (ABAP). You can use the workbench to model templates for CRM business objects and technical objects. These templates are used by Enterprise Search (ABAP) to search for business objects.

Integration

You can find the CRM ES Modeling Workbench in SAP Easy Access Menu for Customer Relationship Management at Start of the navigation path Architecture and Technology Next navigation step Enterprise Search Integration Next navigation step Tools End of the navigation path.

Prerequisites

Before you start working with the CRM ES Modeling Workbench, you need to make the necessary settings in Customizing for Customer Relationship Management at Start of the navigation path UI Framework Next navigation step Enterprise Search Integration End of the navigation path.

Features

Technical objects are mainly templates based on text tables, which are used to extract and index the language-dependent text maintained in these tables. If the user enters, for example, a keyword or free text in the search field in SAP CRM, the technical objects are searched for this keyword or the free text.

The structure of the templates in the CRM ES Modeling Workbench corresponds to a tree, which is based on the Business Object Layer (BOL) Model, associated to the BOL root object as defined in the template header. This tree structure is used to maintain these templates in dedicated detail screens on node, relation, and attribute level.

In templates delivered by SAP, the search fields are a subset of the search attributes that are defined in the advanced search of a business object. You can find all search attributes of a business object, in the corresponding advanced search object in the BOL Model Browser (transaction GENIL_MODEL_BROWSER).

Activities

Specifying the Search Model

Before you can start modeling your business objects and technical objects in the CRM ES Modeling Workbench, you can specify the search model, which means that you can define the attributes that are used in the search request and in the result list of a business object.

Modeling the Search Template

You start the modeling process in the CRM ES Modeling Workbench by creating a new template set, which corresponds to a component set in the BOL Model Browser, for example, CRMD_MKTPL for CRM Marketing. A template set contains two types of templates, which are business templates and technical templates.

In the modeling process you maintain the BOL nodes, relationships, and the relevant fields of your business object. At attribute level you can maintain the following information:

  • Key indicator

    Specifies fields that can be used as key fields in the relations of a business object

  • Search criteria

    Specifies attributes that are used when users search for a business object

  • Result

    Specifies attributes that are available in the search result of a business object

  • Select

    Specifies fields that are extracted for Enterprise Search

  • Text

    Specifies fields that contain human-readable text

  • Language code

    Specifies fields that are language-dependent

  • Template ID

    Specifies the template ID

Transferring the Search Template to Enterprise Search (ABAP)

After you have modeled your business object templates in this workbench, you need to transfer them to Enterprise Search (ABAP).