The Adxstudio Search solution in CRM provides a global search for CRM entities.

To use Adxstudio Search, go to the configuation page of the Adxstudio Search solution in CRM (Settings > Solutions).

Check the Search Service Enabled box and add the Search Service Endpoint URL (https://<domain>/areas/search/search.svc). The domain of the URL will be the same as your portal's domain. Make sure this is not an IP address or localhost as CRM will not allow communication to those.

Click Save Changes and then Build Index. Once the index is built, search is ready to use.

The Search will only index entities that have "Adxstudio Search" views. If you have custom entities that you would like indexed, you need to add a view called "Adxstudio Search" to that entity. The columns of the view represent which attributes of the entity will be indexed. See existing entities like contact or account as examples.

It is strongly recommended that the search service endpoint be hosted over a SSL (https) connection (as shown above). SSL is enforced on the global search service by using the following settings in the web.config file.

<system.serviceModel>
<serviceHostingEnvironment multipleSiteBindingsEnabled="true" />
<services>
<service name="Adxstudio.Xrm.GlobalSearch.Services.SearchService" behaviorConfiguration="search">
<endpoint binding="webHttpBinding" contract="Adxstudio.Xrm.GlobalSearch.Services.ISearchService" behaviorConfiguration="search" />
</service>
</services>
<bindings>
<webHttpBinding>
<binding>
<security mode="Transport" />
</binding>
</webHttpBinding>
</bindings>
<behaviors>
<endpointBehaviors>
<behavior name="search">
<webHttp />
</behavior>
</endpointBehaviors>
<serviceBehaviors>
<behavior name="search">
<serviceMetadata httpGetEnabled="true" />
<serviceDebug includeExceptionDetailInFaults="true" />
</behavior>
</serviceBehaviors>
</behaviors>
</system.serviceModel>

Specifically, setting the mode attribute of the security element to Transport, causes the service to require SSL.

Upgrading to version 7.0.0019

Adxstudio Portals 7.0.0019 introduces a new Search Service Enabled switch (off by default) allowing deployments to opt in and out of the service. Existing deployments of global search that are upgrading from a version prior to 7.0.0019 should check the Search Service Enabled box and Save Changes.

If the Search Service Enabled field is not visible, ensure that the Adxstudio Search solution version 1.0.0003 (or greater) is imported into the organization.

The new version of global search also adds authentication to the service using a security token that is automatically managed by the Adxstudio Search solution and the service.