Updated BPM search and Task guide help broken


(November 20, 2017)

Thank you for your continued patience regarding the ongoing BPM and task guide search issues. Our research into the issues have led us to decide to completely rewrite our indexing implementation. This feature is a top priority. Our goal is to roll out a new indexing system in the first week of December.

We will need to reindex the entire catalog of BPM libraries, which contain about 60 million documents, which will take some time.

Therefore, after our new indexing implementation goes live, we plan to prioritize indexing libraries for customers who are actively using the feature.

If you find an issue with search in your BPM library after we have released the new indexing system,  we will move your library to the front of the queue. You'll need to provide us with the library ID to index. We are also looking into developing intelligent ordering for indexing frameworks in the future, so that we can automatically prioritize indexing libraries that are actively being used.

For now, if you need to provide a task guide to a customer, we recommend that you save the task guide file locally from Finance and Operations, and share it with them. They will then need to open the task guide file from within Finance and Operations, and open and run it.

To save a task guide locally:

  1. In Dynamics 365 for Finance and Operations, open the Task recorder (Options > Task recorder).
  2. Find the library that contains your business processes.
  3. Select the business process that contains the task guide, and load it.
  4. Edit the task guide, and then save the AXTR file locally.

To open a local task guide:

  1. In Dynamics 365 for Finance and Operations, open the Task recorder (Options > Task recorder).
  2. Click Play a recording as a task guide.
  3. Click Select local file, and open the recording.

Note: We do not have a way to provide downloaded task guides in bulk.

If your customers would prefer to read the content instead of playing it, you can use the screenshot extension to create Word documents, or tell them how to browse to the section of the BPM library that contains the task guides you have created.



(November 9, 2017)

Because of the large backlog of BPM libraries that needed re-indexing and the volume of new libraries created each day, the re-indexing process has taken longer than expected. To work around this, we have scaled the rate of re-indexing as much as possible. With this scaling, we expect that libraries created before mid-October will be successfully re-indexed by November 16, 2017. Libraries created after mid-October should be re-indexed by the following week.

If you created your library before October 15th, 2017 and Search is still not working on November 17, 2017, contact support with the library ID.


BPM Search and Task guide help broken

(October 19, 2017)

We’ve been investigating reports that BPM search and Task guide help are broken.

The root cause is that our task guide search indexing mechanism at times will delete some entries from an index during index maintenance. This had been known to happen very intermittently, and we had been mitigating this by re-indexing individual task guide libraries. Recently after some scale out work to improve search performance, however, this has gotten much worse.  As of last week, search against our global task guide libraries had stopped working altogether, both in the LCS client as well as from the Help pane in the web client.

We hope to have an initial fix that stops the index process from deleting entries available to deploy to LCS by early next week. In the meantime, we plan to re-index the global task guide libraries today to reenable search of those libraries.  Additionally, we are actively working on longer term fixes to avoid the indexing problems in the future.

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