Install and activate
Install the app
Install the free Universal Search app for Business Central from Microsoft AppSource, and see what installation sets up and why indexing is still off afterwards.
updated: applies-to: 1.0.0.1
This page applies to version 1.0.0.1; the current product version is 1.0.0.0.
Universal Search is a free app on Microsoft AppSource, and you install it the same way as any other Business Central extension. This page walks you through the installation and shows exactly what the app sets up in each company, so you know what still needs to happen before anyone can search.
Prerequisites
- A Business Central online environment on version 28.0 or later. See Requirements.
- Permission to install extensions in that environment.
Install Universal Search
In Business Central, search for Extension Management in Tell Me and open it.
Choose AppSource Gallery and search for Universal Search by Bitta Apps.
Choose Get it now and follow the standard Microsoft installation prompts. The app is free, so there is nothing to purchase.
When the installation finishes, return to Extension Management and confirm that Universal Search by Bitta Apps, LLC is listed as installed. Check the installed version on Extension Management; the Release notes say what each version contains.
What installation sets up
Installation runs once in each company that exists when you install. In each of those companies it:
- Creates the Universal Search Setup record, with the license in Grace period and today's date recorded as the grace start date.
- Adds six starting rows to Search Index Configuration, so there is something useful to index on day one:
| Table | Field | Weight |
|---|---|---|
| Item | No. | 10 |
| Item | Description | 8 |
| Customer | No. | 10 |
| Customer | Name | 8 |
| Vendor | Name | 8 |
| Contact | Name | 8 |
Each starting row has Enable Phonetic turned on and starts in status Pending rebuild.
What installation does not do
Installation does not turn indexing on. After installation:
- Indexing Enabled on Universal Search Setup is off.
- No job queue entry exists for Universal Search yet.
- The six starting rows stay in Pending rebuild, so nothing is searchable.
WARNING
Until an administrator chooses Start Indexing on Universal Search Setup and the index is built, Universal Search returns no results. That is why a new installation looks empty. See Start indexing.
The starting rows cover vendor and contact names only. If your teams search vendors or contacts by number, add those fields yourself on Search Index Configuration. See Choose what to index.
What's next
Give your administrators and users access: Assign permissions.