Hello Folks,
I am working on enabling the Enterprise search with TREX for following objects -Accounts, Contacts, Employees, Lead, Oppurtunity, Sales order, Products and Account Plans. I have 2 questions with the issues I am facing for which I would appreciate any help from you all.
1) I have the following set up in ESH_COCKPIT and SPRO, but still I am not seeing the Simple search in the CRM UI when I log in.
- Under Enterprise search Integration -> set up RFC connection, defined client, Software component, parallel extraction.
- In ESH_COCKPIT -> created connectors, scheduled the initial indexing and the indices are active,
- in SFW5, necessary Business functions for BP search are active.
- In SPRO, Under Technical Role definition, Define Central search, I have maintained following entry for account
| Nav Bar profile | Object typ | Action | UI comp name | Search cont no | Dyn Search | Search Crit | Comment | Header 9 |
|---|---|---|---|---|---|---|---|---|
| Ztsd_sales | BP_ACCOUNTF | BP_HEAD_SEARCHMainsearch | ||||||
| ztsd_sales | BP_ACCOUNTH | CRM_ES_UI_APPLCRM_ACCOUNT_ESSearch |
- Under Define functional profile, I added SIMPLE_SEARCH_INT
- Under define business roles, I have assigned the functional profile SIMPLE_SEARCH_INT to necessary business roles
- Under Navigation bar profile for ztsd_sales I have check BP_ACCOUNT is set to 'H'(Simple search) with Target ID MD-BP-ES.
Please note if I have scheduled the delta indexing as I am only doing a proof of concept. Let me know if I have missed any steps.
2) I am searching for a connector for the Account Plan object ACP_ACCOUNTPLAN but I am not finding one in ESH_COCKPIT.
Thanks,
Partha Gopalan