SAP Web client User interface: CRM 7.0
Some important Shot notes:
- Main Screen Areas: The L-Shaped always stays fix so the user always has access to common functionality and never gets lost. Its content can be configured as Business-Role dependent.
- Overview of the Web UI page:
- Header Area: Also called Global Function Area. It consist of
a. Personalize: Generic personalization options Eg. Change password
b. Help Center
c. System News: Provides access to general system messages
d. Central Search: Displays Saved searches/ Simple searches
e. Log off: logs you off
- Navigation Area / Navigation Bar: It includes
a. Applications search launches
b. URL link
c. BI reports and analysis (SAP NetWeaver)
d. Transactions in other systems
I. First Level Navigation Entries:
o Home
o Work list
o Calendar
o Reports
o Business-Role specific work centers
II. Second Level Navigation Entries:
o Links to most frequent search pages
o Opens via a click and vanishes automatically after the selection
Work Centers: It is a flexible grouping of application and information that logically belong to each other from the viewpoint of a business role.
Personalization of the Work Center
SPRO-IMG-CRM-UI Framework-Business Role-
Logical Links: are of 4 Types:
a. Link
b. Work Center
c. Launch Transaction
d. BI Report
Create Area/ Quick Create Area/ Direct Link Groups: It contains frequently used applications by the user. It allows users to start a creation of an object of an object quickly, no matter where the user is located in the SAP CRM application at the moment.
This are is freely configurable per Business-Role.
This are can be personalized by the User.
a) Appointments
b) Email
c) Task
d) Business-Role specific links
Personalization of the Direct Link Groups can be done in Navigation Bar Profile
SPRO-IMG-CRM-UI Framework-Business Role-
Recent Items: It allows the user to navigate to the items that he has worked on most recently with one click.
This area is configured per Business-Role.
This number of entries can be changed up to 10. The personalize settings can be done by the user via Personalize-Personalize Navigation Bar-Recent Items (drop down)
- Home Page:
The HOME page provides:
a. My appointments Today
b. Workflow Tasks
c. My Open Tasks
d. Alerts
e. My Saved Searches
The HOME page can be configured per Business-Role.
Available content and screen structure can be personalized by the user. E.g. Drag & Drop.
- WORKLIST page:
- CALENDAR page:
a) A graphical overview of today’s appointments
b) Switching between daily, weekly and monthly views
c) Switching to a colleagues calendar.
d) Provides an overview of the next 2 months
e) Provides a list of open tasks.
f) Provides an option to directly create an appointment from the daily view.
- EMAIL INBOX page:
WORK CENTER
a) Search
b) Create
c) Reports
10. REPORTS-Entry Page: Provides a list of reports and analysis grouped by business topics. It can have second-level navigation entry providing direct access to important analysis or dashboards. BI Content
CRM Interactive reports
CRM Analytics
Configured per Business-Role
11. SEARCH PAGES:
a) Search Criteria Area
b) Search Result List Area
The table graphic is a feature available for every table, but especially in the search result list it provides a perfect facilitation option to understand patters and schemes behind the found search results in a graphical manner.
SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Parameters
Possible parameter values are: ASSIGNMENTBLOCK;SEARCHRESULT; (adobe flash is required)
Available search criteria can be controlled by
SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Central Search
You can use the CRM ES Modeling Workbench to connect CRM business objects to SAP NetWeaver Enterprise Search.
You can access CRM ES Modeling Workbench via
SAP MENU>Architecture and Technology>Enterprise
12. OVP: Over View Page
INTERVIEW QUESTIONS:
1) What is partner function? How will you do determination? Why we use?
2) What are the sources for partner functions?
3) What is the procedure to do text determination? Tell the process?
4) How many methods/profiles in Org determination? Can you do org det at item level?
5) What as Action? Why we use? What are the conditions we have? What type of actions you have used, for which scenario explain?
6) Tell me some transaction types? How many Levels are there in transactions?
7) What is activity? Types, customizing settings? How will you change the reasons according to the status?
8) Campaign mgt wt you know? Wt are the settings will you do?
9) How will you execute campaign? Where you have used campaign explain?
10) Where will you enter responsible partners in web UI? Wt settings will you do?
11) Can you run campaign without products? What are all necessary to run campaign? What settings will you do to send mail from your system?
12) How will you create Activity when you trigger e-mail campaign?
13) Where all you can create target groups?
14) What you know about Product proposal, why we use it? Where we use it?
15) What is the customizing for top n products?
16) How will you determine ranking values?
17) What are mail forms? How will you do in WEB UI?
18) Tell me what you know about Web UI customizing? How can we edit labels?
19) How can you create your business Role?
20) What is call list, do you have any idea?
21) What are the Business Roles available/you know?
22) What you know about IC?
23) What is Lead? What you know about it?
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24) What are the customizing settings for lead?
25) What are the customizing settings for Campaign?
26) How to make a campaign template/Marketing Plan Template?
27) How can you customize assignment block?
28) Can you delete an Assignment Block of a campaign? What are the customization steps?
29) What is ASAP methodology?
30) What is your system landscape?
31) What is a BP field grouping? Why is it used?
32) Which BP role would the BP’s created form ELM come under?
33) Difference b/w BP Role and Partner Function?
34) What are the setting required for Service Order?
35) What is your service life-cycle?
36) What is Blue Print Phase? What does the document consist of?
37) What are actions? Why did you use them in your project?
38) What is email processing?
39) What is workflow?
SAP Business Workflow can be used to define business processes that are not yet mapped in the R/3 System. These may be simple release or approval procedures, or more complex business processes such as creating a material master and the associated coordination of the departments involved. SAP Business Workflow is particularly suitable for situations in which work processes have to be run through repeatedly, or situations in which the business process requires the involvement of a large number of agents in a specific sequence.
You can also use SAP Business Workflow to respond to errors and exceptions in other, existing business processes. You can start a workflow when predefined events occur, for example an event can be triggered if particular errors are found during an automatic check.
40) What is I-Base? What is I-Base category?
41) What is E-CAT?
42) What is LSMW?
The Legacy System Migration Workbench (LSMW) is a tool recommended by SAP that you can use to transfer data once only or periodically from legacy systems into an R/3 System.
The LSM Workbench lets you check the data for migration against the current settings of your customizing. The check is performed after the data migration, but before the update in your database.
TC: LSMW
43) What are adaptors?
44) What is BDocs?
45) What is application builder?
46) How did you customize IC for service project?
47) What Business Roles did you configure? Profiles used?
48) Which all profiles did you use?
49) How to activate/deactivate work centers?
50) What are Logical Links? Where do you adjust them?
51) What is Master Data? What is it used for?
52) What is territory master data?
ü Assignment blocks capabilities are available in single Column and tile layout.
ü Main OVP Elements –
o Work Area Title
o Work Area Tool Bar
o Personalization
o Form View
o Header Area
o AB Tool bar
o Table
o Assignment Blocks
ü Non-Interactive Center in a tile layout
SPRO>IMG>CRM>UI Framework>UI Framework Definition> Register Overview Pages for Tile Layout
ü Hierarchies: Used for navigation or simply to display related information in a structured format. E.g.: Org Model; Installed Base; Product Hierarchies; Account Hierarchies
BSP Application: CRM_UI_START
Description: CRM WebClient UI
Start Page: default.htm
SU3 Create a User
SU01 User Master Data
CRMC_UI_PROFILE Define a Business Role
CRMC_UI_NBLINKS Define Navigation Bar Links
BSP_WD_CMPWB Component Work Bench
13. Personalization Page:
To enable the configuration mode the user needs a specific (administration) authorization. Using the configuration mode it is possible to start the new configuration and the FACT SHEET configuration directly from the CRM WebClient.
Web Links
Widgets
CRM Feeds: stay up-to-date with your work wherever you are.
14. Transaction Launcher – You can add external application to the CRM WebClient UI by using the Transaction Launcher and SAP ITS.
ITS - Internet Transaction Server: These include
a. Web Sites of your choice
b. Transaction in an ERP system
c. Administration transactions in the CRM System
ü Use function key of your keyboard ‘F2’ to display the technical information for the component.
ü Authorization Object: CRMCONFMOD controls whether user can activate the configuration mode.
15. Business Roles:
ü You can generate a portal role from your business role by creating an XML file of your business role and importing this XML file to SAP NetWeaver Portal.
ü You generate an XML file of your business role in customizing by choosing SPRO>IMG>CRM>UI Framework>Portal Integration>Upload Business Role
ü For more complex UI changes the Component Enhancement Concept can be utilized.
ü Business Role are maintained in customizing:
SPRO>IMG>CRM>UI Framework>Business Role>Define Business Role
ü Business Role is assigned to an Organization Unit or to a Position.
a. PPOMA_CRM select your org model
b. Select the position to which you want the Business Role to be assigned
c. Click on Goto in the main menu bar
d. Click on enhance object
e. Select “Business Role” and click create
f. Assign your Business Role
g. Save
ü Business Role can be assigned to the User also in
a. TC: SU3
b. Select Parameter Tab page
c. Insert Parameter ID CRM_UI_Profile
d. Give a description and assign your Business Role.
16. AET – Application Enhancement Tool has been introduced t enhance CRM applications. You can use this tool to Search for enhancements and to display, Create, Change, or Delete enhancements. The component Workbench does not allow to launch AET. You can make new fields created via AET available for the following system or applications only:
i. Business Intelligence reporting (BI)
ii. CRM interactive reporting (as characteristic or Key Figure)
iii. R/3 adapter CRM Mobile (Synchronized BDoc)
17. EEWB - Easy Enhancement Workbench: It is a development tool that can be used to enhance SAP Applications (Business Objects).
ü Wizards are used in the workbench to define customer enhancements of business objects. This means that the user without ABAP knowledge can also make enhancements to the standard SAP system.
ü The technical composition of an enhancement created with the EEWB is no different from the once created manually. In both cases transportable ABAP object are created and the same customer exists, business transaction events or BAdIS are implemented.
ü The only difference is the way that the required objects are created.
ü In most cases the enhancement applies to all system. E.g.: when you enhance a business object in CRM, the data exchange to other system (BDoc) is also adjusted.
ü The system landscape must be configured appropriately for cross-system generation.
18. Business Role Customization:
Contains 6 Profiles:
a. Role Configuration Key
b. Navigation Bar Profile
c. Layout Profile
d. Technical Profile
e. Functional Profile
f. PFCG
19. Role Configuration Key: Customer specific adjustments to the UI can be performed using a role configuration key.
UI Configuration Tool:
You can use the UI Configuration tool to configuration tool to configure views and pages that are made up of different views. These include:
a. Form Views
b. Tables and Hierarchies
c. Search Pages
d. Overview Pages
e. Start Pages and Work Centers
Typical changes include:
b. Adding and removing fields
c. Changing the item of fields
d. Adding headers
e. Editing fields properties (eg: required entry fields/mandatory)
f. Configuring search criteria
g. Configuring result list
h. Displaying assignment blocks (direct, lazy)
ü Creation of a Role Configuration Key
ü Assignment of Role Configuration Key to Business Role
ü SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Role Configuration Key
A Role Configuration Key can be assigned to one or more Business-Roles.
20. Layout Profile:
a. Header Area: It is static, non-scrolling area on top of the screen. Eg: Logo Area, Global Function Area and others.
b. Footer Area: It is non-scrolling area at the bottom of the page.
c. Picture Area:
d. Menu Area:
e. Shortcut Area:
ü SPRO>IMG>CRM>UI Framework>Business Role>Define Layout Profile
ü SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Layout Components
21. Technical Profile: It contains some browser related setting and other technical information
ü When you log off from the SAP CRM system the SAP homepage http://www.sap.com/ is called per default.
ü You can change this by entering a different URL in the technical profile.
ü SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Technical Profile
22. Functional Profile:
ü Some business roles are special in the way that they need more technical settings and infrastructure
ü This is the case for all IC related business roles.
ü SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Functional Profile
23. Navigation Bar Profile:
ü The Navigation Bar Profile is the main object to control the available business content and links for a user.
ü The navigation bar contains links to all work centers that belong to a role.
ü The work centers contain links to the search pages of the business objects that belong to each work center.
ü It also contains direct links to the user’s calendar or work list.
ü Logical links can be used in direct link groups, second level navigation or on work center pages.
ü SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Navigation Bar Profile TC: CRMC_UI_PROFILE
ü 4 type if links
o Work Centers: displayed in First-Level entry.
o Work Center
o Direct Link Groups/Quick Create Links: To Create the most frequent used applications
o Logical Link Groups: Listed Applications
CRMC_UI_NBLINKS Maintain Nav Bar Profile
Transaction Launcher:
ü It is used to integrate; external SAP GUI based applications to SAP WUI. Its benefit is to save agents from Logging into different system (multiple systems) and repeating data entry.
ü The TL function allows to access business transaction directly from the CRM WebClient UI.
ü The main benefit of using launch transaction is to save agents from logging into multiple systems and repeating data entry.
ü TL supports 2 types of transactions:
a. BSP – Business Server Pages
b. BOR – Business Objects Repository
c. BOL -
ITS - Installed the ITS (Internet Transaction Server) to provide access to the local SAP CRM system or to another SAP system.
CRMS_IC_CROSS_SYS – Define Transaction Launcher
BD54 – Define your Logical system
SM59 – Define your RFC (Remote Function Call)
BD97 – Assign RFC destination to Logical System
SAP Menu>Interactive Center
SPRO>IMG>CRM>UI Framework>Technical Role Definition>Transaction Launcher>Configure Transaction Launcher
24. PFCG:
ü It is used to maintain the authorization profiles.
ü Each authorization references an authorization object and defines one or more permissible values (e.g. Display, Change, and Create) for each authorization field contained in the authorization object.
ü Authorizations are assigned to Users in the user master data. TC:SU01
ü For each business role SAP delivers a PFCG Role with the required authorization object.
ü Default values can be maintained in TC: SU24, if the default values delivered by SAP don’t fit your needs.
ü Use report CRMD_UI_ROLE_PREPARE and TC: PFCG to assign all required authorization to the related PFCG role.
ü Use report CRMD_UI_ROLE_ASSIGN to make the user assignment easier.
ü Deleting/Assigning an Assignment Block to a Business Role.
ü SPRO>IMG>CRM>UI Framework>Define Business Roles>Define Authorization Role
TC:
SU24 Maintain default values for PFCG
SM37
SU01 Create a User
PFCG PFCG profile
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