Solution Administration

Solution Advisor Setup Instructions

Step1. Navigate to Setup CRM > Common Definitions >Component Configuration->Display Templates >Display Template Details and enter following parameters
Template Id = RC_Support
Component =RC_CASE
Market = Global

Enable solution checkbox. See the Red box below.



Step2. Navigate to Setup CRM -> Utilities ->Search -> Search Page Definition
Enter CALLCENTER on Search Page Definition.
a. On Search Definition Tab
Change Results to Display = 25 and enable word variations -Exact words.

b. Tab to Record Index list Page
Uncheck Call center Case, Troubleshooting Guide, Defect, Fix check boxes. (See the red box below)

Search Definition Tab


Step3. Navigate to SetupCRM > Utilities >Search >Search Index Template>
Enter following parameters
Collection Name = CRM_RB_SRCHDB
Record name = RC_CASE_VW2
a. Update SQL statement with this string WHERE CASE_ID = 0
b.Enable SOLN_Keywords check box.










Step 4. Setting up Run Control
1).
Navigate to Setup CRM >utilities>search>Build Collection
And Enter
Run Control Id =1 and configure following parameters
Process Frequency = once
Collection Name = CRM_RB_SRCH_DB
Collection Directory = Set NAS Drive Path.
(Example in QA =


Server Operating Environment = Windows NT.
Search Collection Selection = Create NEW .
Language Selection = Single Language, Language Code = English



2. Navigate to People Tools > Process Scheduler > Schedule Jobset Definitions
Type following parameters in Add a new value
Schedule Name :XXXXx
JobName =XXXX

Add following parameters
Description = Solution Collection;
Run Control ID =1;
Recurrence Name = .
Status =Active.



5. Set the NAS drive Path for Search Collections in App server config file.

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