Document Search - External Repositories

Hi Folks,
Has anyone of you worked on integrating the content of external repositories in Document Search within CIC ? Would really appreciate if you could share your experience doing the same.
Here are the details of what I am trying to achieve:
Background:  
We are on CRM 2007 and Implementing Customer Interaction Center (CIC).
ECC 6.0, Enterprise Portal (EP)  7.0.
TREX 7.0. We use a single TREX System for both CRM and Enterprise Portal (EP).
We do not have SAP Content Server, Enterprise Search and not in scope for the CIC Project.
As part of CIC, One of the Key Tools we are trying to implement is the Document Search.  We have repositories on the CRM System and External to CRM.
For the Document Stored on CRM we will be using KPro (Tcode SKPR07) and Indexing on TREX to be searched through CIC Document Search.  This is available Standard, out of the Box.
For  External Repositories ( i.e. Portal KM Documents  , Documents on Intranet Windows System )  we donu2019t have a Standard  design in CRM  to Integrate them into the CIC Document Search  using TREX.
Any insight for implement Integration of External Repositories into CIC Document Search would be really helpful.
Regards,
Sumit B

Hi Guest,
I am quite sure that if you use an external document repository you can only use the features provided by the external repository. If the external repository provides document versioning and the repository manager used to integrate the repository in the KM repository framework does implement the functionality then you may be able to use document versioning.Otherwise, not.
Hope I could help!
Best regards,
Martin

Similar Messages

  • Document search and knowledge search

    Hi All,
    I have seen two work centres on interaction center:
    document search and knowledge serach.
    what is the difference between the two.
    how can we configure the same.
    please provide some docs.
    Thanks,
    Priya

    Hello Priya,
    Knowledge Search is used to search for solutions to problems using the Software Agent Framework (SAF) to search against the Solution Database (SDB) or other knowledge repositories that you configure (such as Case Management or Service Tickets).
    The Document Search is for searching for related documents that might be linked to the confirmed account using Content Management.
    You can find detailed information and configuration instructions in the online help.
    Warm regards,
    John

  • KM external repositories

    Hi All,
    We are using the existing CM repositories to store the documents. Persistence mode is DB.
    we have a new use case for which we need to create a cRoom.
    the users expected to upload and maintain Tera Bytes of documents.
    My questions are
    1.From performance  & scalability point, does using the same DB mode is good? or we need to change the persistence mode?
    and secondly, please give some suggestions for using external repositories inside KM. I saw some alterntatives to be Lotus notes, WedDAV & File system in this order. 
      2.  what are the advantages & disadvantages in using these external respostiories?   
      3. Can i stll use the same KM interface (standard & custom) to upload & retrieve the documents from these external repositories?
       4. Is there any comparison avialable between these repositories?
    Please let me know your comments and share your experties. this would be really helpful in deciding.
    thanks in advance.
    regards,
    Senthil

    Hi,
    DB :  This mode is useful when there will be large number of request to upload data in KM. The data here means files, folders and their related properties(meta-data).
    DBFS : This mode is useful if your upload file size would be high. In these mode file will be stored on file system, its related properties and folder will be stored in database.
    FSDB : In this mode File system is given more importance, since folders and files are stored in file system while properties are stored in database, due to which performance is affected.
    SAP recommends DBFS mode for managing large amount of data and using FSDB mode if there will be more read request.
    You can find more details on this from below link :
    http://help.sap.com/saphelp_nw70ehp1/helpdata/en/62/468698a8e611d5993600508b6b8b11/frameset.htm
    Using external repository depends on your organization how they would be using KM. There was requirement to integrate Sharepoint to some repository and that same should be used by SAP portal and also various user required direct access to server where they can quickly mass upload, easily create folders. Thus we integrated Windows file system with both portal.
    Thus it would depend on organization. You can even integrate SAP DMS if required. The UI will be same for all operation.
    You can integrate various external repository as explained in below link :
    http://help.sap.com/saphelp_nw70ehp1/helpdata/en/e3/923227b24e11d5993800508b6b8b11/frameset.htm
    Regards
    Jigar Oza

  • Document display in IC web... Document search view

    Hi,
    Please help me with the following requuirement..
    Is it possible to display a document by clicking on the document in results view of document search IC web view ? If yes,, is it standard or is that a custom development ? Please guide me..
    Also, we have an option for choosing a document and navigating to email view by clicking on the email and it would pick the chosen document as an attachment.. I want to be able to view the doucment there.. when I click on the document a blank interner explorer window opens up... I tested it for MSword and MS excel files.. Can someone please help me how I can get this working ?
    Appreciate your help!!
    Thank you
    Ravi

    Hello Andi,
    if you choose the letter creation with templates created and stored in the SAP-System, you can save them directly into the SAP-System.
    You have create those templates under IMG/CRM/Basic Functions/Content Management/Define Document Templates.
    There you can assign/create templates to a Businessobject. In the Webclient just add the entry letter to your Navigation Bar and choose "use external editor" for letter items.
    In the webclient you choose the entry letter, and than a template with "create letter". You have to identify a business partner before. But be aware that your security-settings for the IE are set like mentioned in SAP-Note 635049. Now you can store those letters with the save-button of the webclient-interface direct to the system/defined Archive.
    hth
    Kind regards
    Carsten

  • Recommend document search and landscape

    Thousands of people have asked for landscape mode typing support in iTunes reviews. Obviously this is essential to prevent carpal tunnel syndrome for any kind of long term typing. I think it's ironic that it's available for texting, web browsing and so forth but not for pages which requires a great deal more typing.
    Also, I think it would be great to see search functionality integrated with iphone search field.  I wanted to use pages for portable note taking, but it's far too time consuming to search dozens of documents full of notes manually for the thing I'm looking for.
    Both these features are incuded in the FREE and extremely ghetto iphone notes app that came with the phone, and I think theres no reason not to have it in pages.
    If anyone else reading agrees please let apple know at:
    http://www.apple.com/feedback

    Hello Priya,
    Knowledge Search is used to search for solutions to problems using the Software Agent Framework (SAF) to search against the Solution Database (SDB) or other knowledge repositories that you configure (such as Case Management or Service Tickets).
    The Document Search is for searching for related documents that might be linked to the confirmed account using Content Management.
    You can find detailed information and configuration instructions in the online help.
    Warm regards,
    John

  • IC Webclient: document search not showing documents for contacts

    Hi,
    I am working with SAP CRM 4.0, SP7.
    I have created an account(a001) with three contacts(c001, c002, c003). I have attached a document(d001) to account a001 and two documents(d002, d003) to contact c001.
    Now when I open the IC-Web client UI and go to 'Identify Account' and enter a001 in the Account ID and do a search account, I see three contacts(c001, c002, c003) in the result list of account. When I click in the contact(c001) and go to 'Document Search', it shows only documents attached to a001 and there is no way I can see the documents attached to c001.
    Can anyone please let me know, how do I see the documents attached to contact c001 in this case?
    Please note that if I enter c001 in the Account ID of 'Identify Account' and then go to 'Document Search', then it shows me the documents d002 and d003. But, I want to see the contacts documents entering from accounts.
    Thanks in advance,
    Kunal

    Hello Hari,
    Sorry for the delayed Response, will check this BADI and if it helps then I will update this thread
    Thanks
    Chandu

  • Belonging To Search Criteria in Document Search

    Hi,
    I have been trying to find an explanation of the search terms "Me", "My Team", "My Group", "My Company" and "My Responsibilty Group" that are available within the document search.
    Having investigated the search results that are returned I cannot work out the logic.  If anyone can assist, then points will be awarded.  Many thanks,
    Jon

    Hi,
    GO to SPRO->Customer Relationship Management->>>Customer Relationship Management>Application Element->Search Group>Define Search Criteria Selection/Define Search Variant Selection
    Groups of different search criteria can be provided in the advanced search. In Account Management for example, you can search for customers according to address fields or corresponding contact partners. The required search fields are always determined from the selection of two dropdown boxes. These are the search fields By-Shuffler and Show-Shuffler.
    You define the selection options for the search criteria selection. This search field is in the advanced search of the People-Centric UI. You define requested data for the selection, that is a specific field group with the selection. You can group the search criteria that you have specified under Search Group Structure. They are listed in a dropdown box.
    Activities
    1. Select New Entries.
    2. Enter a user-defined identifier for the search criteria in the By-Shuffler column.
    3. Enter a description for the search criteria in the Description column.
    reward points if helps
    Regards
    Kushal

  • Document search, search for documents and letters

    CRM 5.0 - ICWC
    In a serviceticket in the business context there are a few files, documents, emails and letters.
    Documents -> uploaded manualy
    Emails -> created after reply or new email
    Letter -> Created by merge-documents
    In the menu 'Document Search' you can search for all attached documents which belongs to the serviceticket. However, only the document types are found.
    Anyone some tips how to add the option to find the letter documents?

    Hi Adil,
    #1. Per my knowledge, anonymous access cannot be granted at item level.
    If we need to allow anonymous access to items or documents in the lists or libraries, the anonymous access should be granted at list/library level.
    #2. To exclude the list items and documents from libraries, I recommend to create search scope to exclude those contents.
    Remember to select Exclude as the Behavior in the search scope.
    More information about search scopes for your references:
    https://technet.microsoft.com/en-us/library/gg185660(v=office.14).aspx
    http://www.bentedder.com/create-a-search-scope-for-a-sharepoint-2010-list-or-library/
    Best regards.
    Thanks
    TechNet Community Support
    Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
    [email protected]

  • Document Search

    Hi,
    Can anybody help me out whether is this possible to limit view only to last Document revision in Document search.?

    Hi Deepak
    The standard SAP functionality will give u all the versions for documents you create in DMS.
    Need to do some enhancements to get the latest version.
    Regards
    Praveen

  • Document Search - ship to address search help

    All,
    We are extended classic scenario (7.01 SP 10).
    When we go to Document Search - for Purchase Orders and we pick Ship To Address - it provides us with a list of all the ship to addresses - instead of allowing us to enter some selection criteria.    When I click on Product Category it allows us to enter search criteria as you can see from the print screen below.   For Ship To Address - it provides the list of all plants instead of a pop-up box to narrow down the search.   How do we get a search help for the Ship To Address?
    Thanks
    Sandra

    Hello Sandra,
    i do not understand your issue.
    In SRM standard, for SC or PO, search-help is available to look for delivery address
    Shopping Cart:
    Purchase Order:
    You can find which search-help is used in the Web Dynpro Component context.
    It is BBP_BUPA_CLL_PARTNER for PO and BBP_ADDR_BUPA_SHIPTO for SC.
    Regards.
    Laurent.

  • Document Search - how to add new document with link to ALL

    CRM 5.0,  can easily add documents in the ICWC under the Document Search or gui t-code CRM_KW but the linkage is to me.   How can I change or create the link to to "ALL" so all users can find them in the search.

    Hi Glenn,
    Just to clarify for other readers, I assume you are referring to the document search functionality in the Interaction Center that uses Content Management to search for documents and link them to the current business transaction, the current account (business partner) or the current agent/user?
    I am not aware of any out of the box method for linking a document to all CRM users or agents. But if you want to have a look around at the code, I think the class and methods you might want to start with class CL_CRM_IC_CUCOCM_IMPL method REGISTER_*.
    Maybe someone else has an idea how to link multiple users/agents (e.g. all users belonging to a particular org unit or profile) at once, instead of only linking the current user/agent?
    Warm regards,
    John

  • Document search error in webshop(Error in authorization check: user unknow)

    Hi All
    actually we have implemented the document search functionality in webshop to access all the documents in webshop who have created order in the webshop.
    actually when i am logging into the portal with userid "skumar" after that there was role called "Document Search" when i click that document search role then the document search will be opened, based on the selections in the selection criteria then the documents will be displayed generally.
    actually come to my error when i select in the selection criteria "order acknowledgement" and i select the one more column called "period" after that i click the search button then i am getting the error as follows.
    <b>Error in authorization check: user unknown.</b>
    Can you please help me where to check the authorizations in the system for accessing the documents.
    Regards
    Sunil

    Hi Sunil generally this kind of error will occur when you choose acknoledgement
    for Future Periods,eventhough input is past date if the same problem occurs you should check for Su05 Internet USer authoriasations
    Reward if helpful
    Venkat

  • Document Search in BoB shop fails

    Dear ISA Guru's,
       The document search in Business-On-Behalf Webshop does not give me any results. It works fine for the direct webshop. I am using ISA 5.0 SP 11 with Ecommerce 6.0 as back end. Appreciate your hlep here.
    Thanks!
    Surya.

    Hello,
    Have you setup the Partner Index updation on the ECC system for the partner function you are using for the RESELLER functionality?
    Suppose you have YR as the partner funcn for the RESELLER (which you also specify in XCM for BOB scenario) you will need to add that to the partner indexing in SAP.
    Path in IMG: SPRO>Sales and Distribution>Sales>Lists>Set Updating of Partner Index
    After this, all new documents that are created in BOB scenario will be available in search.
    Pradeep

  • Document Search Settings

    Hi ,
    we have a internal Document search in development which is working fine,
    It was working fine in Quality as well ....and in production it was not working for
    some reason which we came to know some days back...before that we copied
    production into Quality...now the document search is not working there as well..
    its purely becuase of configuration....can some tell me...where all this
    configurations settings are done  for connection to CRM "JCO"...
    waiting for ur reply...
    regards
    moyeen

    Can you please try,
    1. Transaction SPROXY for proxy generation
    2. Transaction SM59 for RFC connection
    Regards,
    Nitin

  • Filter for Generic document Search

    Hi experts ,
    i need a filter in the generic document search of by B2B internet sales shop. The user should be only allowed to find documents starting with "xy" in the reference numbers. I know that I simply have to edit the generic-searchbackend.xml, but how?
    Thanks in advance
    Mirko

    Hi,
    please check the Development and Extension Guide, page 101 and following. This explains how the xml document is built up in more detail.
    [http://service.sap.com/~sapidb/011000358700000469462006E/SAP_ISA50_DevAndExtGuide.pdf]
    Thanks
         Dominik

Maybe you are looking for