Inside Dynamics AX 4.0: Common Search

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Источник: http://feeds.feedburner.com/~r/Insid...on-search.html
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Search is an intrinsic and essential feature of any Web portal, providing quick and easy access to the information that people need. Business information exists in many forms. Along with structured data stored in databases of business systems, volumes of unstructured information are stored in documents and collaboration content. When too much information is stored in many places and in many forms, users often spend enormous amounts of time using traditional methods to look for the right information and lose focus on their primary task.

The EP provides users with the ability to search both business data and SharePoint site content to locate data quickly. The Dynamics AX Data Crawler indexes business data stored in the Dynamics AX database, and Windows SharePoint Services indexes SharePoint lists and documents. Common search in the EP combines both of these result sets as one search result. The search results from all sources are presented in a combined and consistent way and display the details of items when opened. A seamless user experience ensures that the search behavior is integrated into the EP in the way that users interact with the portal.

Windows SharePoint Services uses Microsoft SQL Server full-text search for documents and lists. The search capability is not available with installations of the Desktop Engine version of SQL Server (WMSDE/MSDE); it is available only with SQL Server databases. After SQL Server is configured to support full-text indexing, you can enable or disable Windows SharePoint Services search by using the SharePoint Central Administration page.

Dynamics AX uses the Data Crawler to index business data. The Data Crawler is configured and executed from the Dynamics AX client by clicking Basic\Setup\Data Crawler. The tables and fields that are indexed by the Data Crawler are configurable. If either the Data Crawler or the Windows SharePoint Services search engine is not enabled and configured, Dynamics AX data cannot be searched in the EP.

Common search uses the SearchLinkRefType and SearchLinkRefName properties of the underlying table to generate the link on the search results page for Data Crawler search queries. For example, the CustTable table has the SearchLinkRefType property set to URL and the SearchLinkRefName property set to EPCustTableList.

When the Data Crawler indexes the CustTable table and a search query matches the record stored in the table, the search results page displays the matching customer records with links to the EPCustTableList Web page.
By enforcing table-level security, record-level security, access type (internal or external), and menu-level security, Dynamics AX displays only the search results for records to which the user has access. If the user is not a valid Dynamics AX user, the Dynamics AX section of the search results page is not displayed.

In below image shows the components of common search.

The EP common search components

If a user conducts a search from within a SharePoint list or document library, the results are restricted to that list or document library, and the search experience is the same as for any Windows SharePoint Services site. If a user conducts a search from a Web Part Page, the common search combines the search results from both Windows SharePoint Services and the Dynamics AX Data Crawler. The diagram in below image illustrates the common search flow.

The common search flow

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Источник: http://feeds.feedburner.com/~r/Insid...on-search.html