Configuration of TREX for enabling full text search in CRM UI of SAP Solution Manager 7.1

[SAP_GPS]

Introduction:

TREX is a search engine in the SAP NetWeaver integrated technology platform. The name "TREX" stands for Text Retrieval and information EXtraction. When a customer uses SAP Solution Manager ITSM suite ( Incident Management of Change Management), there will be a lot of incidents and changes that will be created as part of the organization's ticketing processes. TREX "full text search" predominantly helps in searching and filtering those incidents or changes based on the search criteria. When you get a support message in the Solution Manager Incident management; reporting an issue then you can search in your internal Knowledge Articles for problem solutions.

Quick review of the installation process:

Please check SMP for latest updates on versions/releases and install the latest files.

1.     Go to SMP and download the TREX files

2. Start SAPCAR to uncar the Files

3. Installing TREX --

a) Start SAPInst -

4. TREX SID Name

Give a SID name. Below is an example.

5. Installation/ Initiation/Completion

6. Create TREX ADM User

7. For creating RFC connections, start the TREX Admin Tool. Below is an example.

8. Executing an Installation Test Script

Log on with the user <SAPSID>adm

• Go to the TREX
  directory. cd
  /usr/sap/<SAPSID>/TRX<instance_number>
• Set the environment
  variables required by TREX by executing the following script:

1. TREXSettings.bat
   • Go to the directory
     where the installation test script is located in: <disk_drive>:\usr\sap\<SAPSID>\TRX<instance_number>\
     exe\python_support.
   • Run the test script in
     this directory: python
     runInstallationTest.py

   http://help.sap.com/saphelp_nw73/helpdata/en/47/1b074063616446e10000000a114a6b/frameset.htm

9. Now the rest of the configuration should be done in GUI interface in the Solution Manager system.

Go to transaction SPRO and follow the IMG path as below.

Read the IMG documentation and follow same.

Useful Hints:

a) The CRM_OBJECT and KA is not available in the F4 help. You need to put it under the description field as below.

b) Run all the wizards as described below for knowledge base, search engine etc..

c) A knowledge base compilation has to be done.

d) Once knowledge base compilation is done, it brings up this pop up in which you need to complete Full and delta compilation which will then kick off the back ground job.

Issues/Troubleshooting:

One common issue that you can face is that the search engine status can fail. Please check the RFC mentioned above and make sure that it pings successfully.

Also, make sure you have added knowledge base CRM_OBJECT in SAF. After you add same do a "full compile" for CRM_OBJECT -- EN.

2042857 - Full text search does not work for the incidents with attachment

Common Question from Customers:

Q.  If there are two Solution Manager 7.1 systems, can we configure the existing TREX for Solution Manager too or do I have to install a new TREX on Solution Manager?

A. You can connect one TREX installation with more than one application. For more info see the link below.

http://help.sap.com/saphelp_nw70/helpdata/en/5e/9834429692b76be10000000a155106/content.htm

Below is a snapshot of how it works typically in CRM UI.

You can also search in solar01/02 transactions in the business hierarchy.

TREX search engine if configured and set-up will be useful if SAP Solution Manager is being used for ChaRM, ITSM and Documentation related scenarios.