SAP CRM 2 0 0 7

SAP CRM 2007 - CRM Architecture Navigation Bar Customizing Business Role Customizing SAP CRM 2007

THE BEST-RUN BU SIN ESSES RUN SAP" k i _ r

D ivider Page

1. 2. 3. 4. 5.

General Navigation Bar Customizing Business Role Customizing Transaction Launcher Further Information

Purpose o f th is D ocum ent

This document will help you to:

Get an overview of the functions of Navigation Bar Customizing, Business Role Customizing and the Transaction Launcher Learn how to use Navigation Bar Customizing, Business Role Customizing and the Transaction Launcher in implementation projects to adjust the CRM WebClient UI

UI Configuration: Use UI C onfiguration Tool

Use the UI Configuration Tool to configure

Worklist Calendar Marketing Accounts & Products

Pages Blocks Fields Labels Fact Sheets

Create
Appointment E-Mail Interaction Log Task Campaign Segment Mail Form E risnriU d !

CwtaU lead

UI C onfiguration: Use Business Role / N avig ation B ar Custom izing

EJTcrm
Work Centers
Personalize Help Center System News Log Off

S a ved R e p o rt S e a rc h e s

Work Center Page

Use the Business Role / Navigation Bar Customizing to configure

Work centers Direct link groups Logical links
in 2nd level navigation in direct link groups and on work center pages

E E aaal

Leads Won and Lost 13 Lead Duration [ 3 Lead Status 0 Lead Origin E l Lead Status Analysis ED Lead Origin Status E l Loxmi

1 3 Customer Retention Rate \ 13 Customer Lifetime Prediction 13 Intensity of Customer Care 13 My Strongest Competitors
Corporate Account Contact

Logical Links

Role and N avig ation Bar Custom izing: O verview (1)

CRM W eb C lien t UI

To configure the Navigation Bar of the CRM WebClient UI and the Links visible on the work center /home/report pages the Business Role and Navigation Bar Customizing is used. Examples
Add direct link groups to the Navigation Bar Add Work Centers Remove Work Centers Adjust second level navigation Set Links to visible / invisible for Work Center Pages Rename Links and Work Centers

Business Role Customizing Navigation Bar Profile

Customizing

Change the order of Links and Work Centers Add an URL to the Navigation Bar

Transaction Launcher

Role and N avig ation Bar Custom izing: O verview (2)

The role and navigation bar customizing controls how the navigation bar is structured and which links appear on the work center / home / report pages and in the direct link groups.
The Business Role
The Business Role is the central object for controlling the navigation bar. W ork centers, direct link groups and logical links can be set to visible.

User assignment
The business role is assigned to an organizational unit in the organizational model. The user is assigned to an organizational unit as w ell .

Navigation bar profile

The navigation bar profile contains direct link groups and work centers. Logical links are assigned to the direct link groups. W ork center link groups structure the logical links for work centers. These work center link groups aren't visible in the application.

N e w / Enhanced w ith SAP CRM 2 0 0 7

New / enhanced features with CRM 2007 SP00/01

Business Role Customizing
Customizing of Keyboard Shortcuts

Portal Roles
Possibility to generate an XML file of your business role. This XML file can be imported in SAP NetWeaver Portal to generate a portal role. Mapping of Portal themes to CRM skins

New / enhanced features with CRM 2007 SP02

CRM Web Client UI for Business Role Customizing Enhanced functionality for Business Role Customizing
Rename Work Centers, Direct Link Groups and Logical Links at Business Role level Define sorting at Business Role Level Define the visible Central Search objects at Business Role level Assign icons at Business Role level Decide whether alphabetical sorting at Work Center pages should be used or not

Business Role and N avig ation Bar Custom izing: A ssignm ents
Organizational Model
/PPOMA CRM

Layout Profile Technical Profile

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CRM Business Role

/CRMC UI NBLINKS

Authorization Profile

Navigation Bar Profile

W ork Centers

Direct Link Groups

CRM User

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W ork Center Link Groups

Logical Links

D ivider Page

1. 2. 3. 4. 5.

General Navigation Bar Customizing Business Role Customizing Transaction Launcher Further Information

Overview

Navigation Bar
(as part of L-Shape)

Work Area Component:

e.g. Service Ticket

NavBar

Component:
e.g. Service Ticket

Scenario I
Navigation from Navigation Bar Button to a Component
(Button = Work Center)

Scenario II
Cross Workarea Component Navigation
(always) through Navigation Bar

Component:
e.g. Service Ticket

NavBar

Component:
e.g. Product Details

Link/Button

N avig ation from th e N avigation Bar to a Com ponent

NavBar (Profile)
W orkCenter 3. Logical Link ^ T arg et ID 1. 2.

Component

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CRMC_UI_NBLINKS
Client dependant

CRMC_UI_NBLINKS
Client dependant Define Logical Links LogLink ID: SLS-ACT-WC Work Center Type: Target ID: WCCSLSACT Define Work Center Work Center: SLS-ACT LogicalLink ID: SLS-ACT-WC Title: Activities

CRMS_UI_TLINK
Cross client Component Definition: Component Name WCC-SLS-ACT Window Name MainWindow Inbound Plug (IP) Definition (CRMC UI COMP IP): Target ID: WCCSLSACT IP: DEFAULT Object Type: Object Action:

Define NavBar Profile:

Profile: SLS-PRO

Assign Work Centers: Work Center SLS-ACT

N avig ation B ar Custom izing

Navigation Bar Customizing

Shared Lists of all Links, W ork Centers,

B.

NavBar Profiles that are separating the Links, Work Centers

N avig ation B ar Custom izing: IMG

Configuration
IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Navigation Bar Profile or Transaction: CRMC_UI_NBLINKS Create/change/copy/delete Navigation Bar Profile

N avig ation Bar Custom izing: Assign W ork C enters

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Configuration
IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Select Navigation Bar Profile > Assign Work Centers

N avig ation Bar Custom izing Assign D irect Link Groups

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Configuration
IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Select Navigation Bar Profile > Assign Direct Link Groups

N avig ation Bar Custom izing: D efine G eneric OP-Mapping

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Configuration
The generic OP-Mapping defines which Target IDs can be called and which action can be executed with a specific profile for cross component navigation. IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Select Navigation Bar Profile > Define Generic OP Mapping Basis for this customizing is the cross-client customizing that is visible in transaction CRMS UI TLINK

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Configuration
IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Navigation Bar Profile > Define Work Center

N avig ation Bar Custom izing: D efine W ork C e n te r Link Groups

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Configuration
Work Centers are combined in Work Center Link Groups. Logical Links are always assigned to Work Center Link Groups and not to Work Centers directly. IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Navigation Bar Profile > Define Work Center Link Groups

N avig ation Bar Custom izing: D efine Logical Links

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IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Navigation Bar Profile > Define Logical Links Each logical Link is assigned to a technical ID (target ID) The target ID points to a component (BSP application). This connection is visible in table CRMC UI COMP IP

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N avig ation B ar Custom izing: D efine C entral S earch

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You can use the central search to search for CRM business objects in the CRM WebClient UI integrated in SAP NetWeaver Portal. The central search is located in the header area of the CRM portal desktop. IMG Path: Customer relationship management > UI Framework > Technical Role Definition > Define Central Search The following information can be assigned to a Navigation Bar Profile:

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D ivider Page

1. 2. 3. 4. 5.

General Navigation Bar Customizing Business Role Customizing Transaction Launcher Further Information

D efine Business Role and Assign it to O rganizational U nit

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IMG Path: Customer relationship management > Business roles > Define business roles Create / Change / Copy / Delete Business Role

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1 #

BC bet: Change Field Values

Business Role ^ Q ] Define Business Roles Assign Function Profiles C ] Adj st Wo rk ente rs Adjust Work Center Group Links Adjust Direct Link Groups_______ C ] Adjust Direct Links Q Define Keyboard Shortcuts C ] Adjust Central Search Objects

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Define Business Role Profile Type Description Role Config. Ke Nav Bar Profile Layout Profile Technical Profile PFCG Role ID SpecificHelpContext SpecHelpFallbck

1 / CRM WebClient Business Role Sales Professional |SLS-PR0 |CRM_UIU_MASTER DEFAULT SMP_CRM_UIU_SLS_PROFESSIONAL

The Navigation Bar Profile is assigned to a Business Role and the a PFCG role.

Assign Business Role

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PFCG Role and A uthorization C oncept

Authorizations are always determined from the authorization profiles assigned to a user. For each Business Role SAP delivers a PFCG role that contains the sufficient authorization objects. If the delivered PFCG roles arent sufficient, because your own Business Roles contain different applications / business objects, several functions are provided to create easily authorization roles / profiles and assign them to the users Step 1: An own Business Role has been created. Additionally you have created a PFCG role and assigned it to the Business Role Step 2: Use Trace to determine all necessary authorization objects for your Business Role: The trace to determine all authorization objects can be switched on. More information on this trace can be found in SAP notes 551478 and 449832.Check trace: In SU22 the trace is visible -> Choose External Service and UIU_COMP. Default values can be maintained in SU24, if the default values delivered by SAP dont fit your needs tep 3: Use report CRMD_UI_ROLE_PREPARE and transaction PFCG to assign all required authorizations to the related PFCG role. Step 4: Use PFCG to define the authorization values and to generate the authorization profiles. Step 5: Use report CRMD_UI_ROLE_ASSIGN to make the user assignment easier: This report determines the Business Roles a user is assigned to. Based on the Business Role the PFCG Profiles are determined and assigned. If necessary add some special authorizations manually to your users (SU01).

D efine Business Role W ithin th e CRM W eb C lien t UI

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Configuration
-

S earch : B usin ess R oles

Back - 0

Show Configurable Areas 0 Limit search criteria or change settings

S earch C rite ria

Prerequisites: Assign logical link CT-BR-SR to a Work Center or a Direct link group

Hide Search Fields

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Business Role Details General Data

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Business Role ID ANALYTICSPRO Description Analytics Professional Role Config. Key

Profile Type CRMWtt>Client Business Role Nav Bar Profile ANALYTICSPRO Layout Profile CRM_UIU_MASTERjCPY Technical Profile DEFAULT

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Set-up Transaction Launcher customizing for the PFCG transaction call (see slide 45) The organizational model can also been maintained via the CRM Web Client UI: Logical Link: MD-ORG-SR Search for Business Roles Create / change / copy / delete Business Roles

PFCG Role ID SAP_CRM_UIU_ANALTYICSPRO

Edit List Profile Value DEFAULTJC DEFAULT DEFAULT OLTP_REPORTS Edit Li ; Clean Up Translate Visible in M . Visible in W.. Work Center D REPORT_SCH ANA-REPORT Logical Linlc REPORT SCH AMA-REP-WC Runtime Framework Description Clipboard Profile

REPORTING_PROF RUNTIME

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Tile Manage Reports Reports Direct Unk Groups

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List Clean Up Translate Visible Logical Li Deleted

Keyboard Shortcuts Actions Logical Link ID ANA-REP-WC FOCUSOI FOCUS02 FOCUSOU FOCUSQ4 Edit List Type Work Center Set Focus Set Focus Set Focus Set Focus Description Wtok Center Reports ... Focus on header area Focus on navigation bar Focus on create links Focus on work area At Ctrl Shift

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D efine Business Role: A djust W ork C enters / A ssignm ent B lock N avigation Bar
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Configuration
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Dialog Ktmclmf U D e to e Gusirwss Poles Assign Function Profiles fM Aaiust w orK c mors l'*l Ailjir.t Wiirk C.untor Gttnifi I ink'. L 3 Adiu. l D irw t U r * Orwipi; L D * 0ius!Oirecturws CTDefcoe Keyboard Shortcuts C j Adiust central ear cn objects

Adjust Work Clinton; [VtotfcCanfcir |ci-CM.kNl>K jCT-VORKLST ! K LC -A CC (sL5-HCT js i C - 0HlM {SI R r.Y FJF : S I R FHAll {s i s - m i w jSLS-FPH ftilb-HfcKUKI ! (ZOTP llruKtoni Itvii-toil [w c P ir. 30 28 50 60 M 4 tl IW CPot .2 NViirk CnnfcirT 1 1(N;rr .it) II1 Calendar WorMMt Account Management ActMoes Sales Operations Sales Cycle E - inbox Hom e Pipnlinn Pnfbrnwncn Reports opportune OPT fr AtC0unla| Wbtk Cnnbir TMn Wbik Cantor kirn Mj Work Ciinhir l H il 1

Here the Work Centers assigned in the used Navigation Bar Profile are visible Set Work Centers to inactive / active Centers on Business Role level Change the Titles at Business Role Level

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Business Role: Safes P rofessional
1^] Save X Cancel QJ New U P=) Authorization Roles

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Log O ff

Personalize

Help Center I System News

B u s in e ss R ole D etails G eneral Data

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Translate P ro file s Profile Type CRM WebClient Business Role Nav Bar Profile SLS-PRO Layout Profile CRM_UIU_MASTER Technical Profile DEFAULT

R e p o rts S ales O p e ra tio n s

Business Role ID SALESPRC Description Sales Professional Role Config. Key PFCG Role ID SAP_CRM_UIU_SLS_PROFESSIONAL

M a rke tin g S ales C ycle A c co u n ts & P ro d u cts

1 Function P ro file s N avigation Bar Up Down Edit List Clean Up Translate

Assign icons at Business Role level

&
s

Task Corporate Account Appointment Lead Contact

Title Home Calendar Pipeline Performance A ccou|it Management Active Accounts A ccts w ith Open Opportunities Accounts w ith Open Activities Intensity o f Customer Care Customer Lifetime Value Customer Retention Rate El Expand

Visible i... 0

Visible i... W ork Center ID 0 0 0 0 0 0 Page SLS-HOME CT-CALENDR SLS-PPM SLS-ACC SLS-ACC SLS-ACC SLS-ACC SLS-ACC SLS-ACC SLS-ACC

Logical Link ID SLS-HOM-WC CT-CAL SLS-PPM-W2 SLS-ACC-WC OL_BP_0001 OL_BP_OOCI2 OL_BP_OOCI3 SLS-ACC-RE SLS-ACL-RE SLS-ACR-RE

Deleted

0 0 0

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Forward 6

D irect L in k G roups

Define Business Role: Adjust Work Center Group Links / Assignment Block Navigation Bar
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Define the visibility of Logical Links:
jvisoie jpetetea |* |k o s junk im e (N w H a r) n iM -Q Accts with Open Opportunities Accounts <Mti Oprri Acfcrttiir. intensity of Customer Care customer Lie time value Customer Retention Rate C.tir.liirni'r I Aitimu Pnillctinn C oIIacI m i Run lo gs billing Documents Oiinno Due u s t Kerns Riilmtfiit lur Rilling Rilling Riiqumt! Personalize Help Center Account M 'S Ac niril M. Account M Account M Account M . Account M. Account M . Account M . AccouMM. Account M. Account M. System News Log Off

S ic h t "A d ju s t W o rk C e n te r G ro u p L in k s " a n d e rn : U b e rs ic h t

Dining Rtriickirn LD Define Outne ss Rotes Assign FurxBon Pioflies I aoiusi work centers f t M iustw ork center oroup Links lA4iust Direct Unk Oroups CjAdjiKit Direct I inam Q Onflnit kifytiuuril Shortcuts l~"l AjIhi-.I Oifilf.il fUiarch Object?;

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Adiust Work center oroup Links woikcem er Iw o up W.S-ACC-W SLC-ACC St S .. SLS-ACC SLS-AC C SLS-ACC S IS AfC SLS-ACC SLS-ACC SLS-ACC SIS .. SLS-ACC SLS-ACC SIS Rf SLS-ALL- SLS-ACC-RC SLS-ACC-RC SIS AM Rf bLS-ALL-Kt SLS-OIL-GP |Lo g u n k iu |inM enu OL 0 OOOl
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In Menu: Logical Link is available as second level entry in the Navigation Bar Visible: Logical Link is visible in W ork Center Pages

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I B usiness Role: Sales Professional
E J Save X Cancel [ j New ^ Authorization Roles B usine ss Role D etails General Data Business Role ID SALESPRO Description Sales Professional Sales O p eratio ns P Role Config. Key PFCG Role ID SAP_CRM_UIU_SLS_PROFESSIONAL M arketin g S ales C ycle A cco un ts & P roducts P P Function P ro file s P N avigation Bar Up Down | Title Corporate Account Appointment Lead Contact P Home Calendar Pipeline Performance Account Management Active Accounts| Accts w ith Open Opportunities Accounts w ith Open Activities Intensity o f Customer Care Customer Lifetime Value Customer Retention Rate El Expand Visible i... Visible i... Work Center ID 0 0 0 0 Edit List Clean Up Translate

(Oj Back ^

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s I2 3 Translate P ro file s Profile Type CRM WebClient Business Role Nav Bar Profile SLS-PRO Layout Profile CRM_UIU_MASTER Technical Profile DEFAULT

Change the order of Logical Links within a Work Center at Business Role Level Change the titles of Logical Links at Business Role Level

R e p o rts

&
Logical Link ID SLS-HOM-WC CT-CAL SLS-PPM-W2 SLS-ACC-WC OL_BP_O0O1 OL_BP_O0O2 OL_BP_0003 SLS-ACC-RE SLS-ACL-RE SLS-ACR-RE 1 2 3 5 Forward 6

B ,

Deleted

SLS-HOME CT-CALENDR SLS-PPM SLS-ACC SLS-ACC SLS-ACC SLS-ACC SLS-ACC SLS-ACC SLS-ACC <Back

0 0 0

In the CRM Web Client UI you can change the Title directly in the field ,Title. To change the order use ,Up / ,Down.

0 0 0
Page

D ire ct Link G roups

Define Business Role: Adjust Direct Link Groups / Assignment Block Direct Link Groups
Configuration
Define the visibility Direct Link Groups Change the order of Direct Link Groups at Business Role Level Change the titles of Direct Link Groups at Business Role Level Assign Icons In the CRM Web Client UI you can change the Title directly in the field ,Title. To change the order use ,Up / ,Down.

D efine Business Role: A djust Logical Links / A ssignm ent B lock D ire c t Link Groups
Configuration
Define the visibility of Logical Links in Direct Link Groups Change the order of Logical Links within Direct Link Groups at Business Role Level Change the titles of Logical Links within Direct Link Groups at Business Role Level Assign Icons In the CRM Web Client UI you can change the Title directly in the field ,Title. To change the order use ,Up / ,Down.

Define Business Role: Define Keyboard Shortcuts / Assignment Block Keyboard Shortcuts
Table View

Edit

Goto

Selection 4

Utiiities(M)

System ]( B b d 5

m m

Configuration
Shortcuts can be defined for the following UI operations:

Change View "Define Keyboard Shortcuts": Overview

New Entries ] Business Role Define Business Roles Assign Function Profiles Adjus t Wo rk ente rs Adjust Work Center Group Links ^ Adjust Direct Link Groups Adjust Direct Links G l Define Keyboard Shortcuts Adjust Central Search Objects Define Keyboard Shortcuts ID GT-GAL FOCUS01 FDCUE02 FOCUS03 FDCUS04 FOCUS05 FOCUS06 FOCU607 FOCUS08 FDCUE09 F0CUS1G p y T r .R M Set Focus Set Focus Alternatefocus horizontallv s on header o f key fig Set Focus Set Focus Set Focus Set Focus iType [J rkj yvorklist- Alert and Workti Focus on headers Focus on navigation bar s on create links Focus on work area Focus on work area toolba Focus on current table too Focus on current table NO_SHRTCUT Shift |Esc |Key

CT-WORKLIS Link

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2____

Navigation operations which means navigation to any view or component using a logical link Focus operations which means setting focus to any area on the UI

7 3 E0 L9

Bus/ness

Role: Sales Professional

[J3 'V Authorization Roles

To define a shortcut for a UI " operation, make the following entries under Keyboard Shortcuts:

Profile Type CRMWebClient Busini Nav Bar Profile SLS-PRO Layout Profile CRM_UIU_MASTER Technical Profile DEFAULT

Save X Cancel [ J New 9 Business Role Details

Business Role ID SALESPRO Description Sales Professional Role Config. Key PFCG Role ID SAP_CRM_UIU_SLS_PROFESSIONAL

ID Technical ID of the UI operation (either logical link ID or ID of focus target) Type Technical classification of the UI operation: navigation link, work center, setting focus) Description Description of the UI operation Indicators Alt, Ctrl, Shift, and Esc Specifies whether the pushbutton is used in the shortcut. Key Specifies the key used in the shortcut; if not shortcut is defined, the key is <No Shortcut>.

Direct Link Groups

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D efine Business Role: A djust C entral S earch O bjects / A ssignm ent B lock C entral S erach
Table View Edit Goto Selection Utilities(M) System Help

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Configuration
Define the visibility of Logical Links in Direct Link Groups

Change View "Adjust Central Search Objects": Overview

| | C leanup"] Dialog Structure ' Define Business Roles Assign Function Profiles Adjust Work Centers Adjust Work Center Group Links 1 A d ju s t Direct Link Groups Adjust Direct Links Define Keyboard Shortcuts 6 ] Adjust Central Search Objects Business Role SALESPRQ [SLS-PRO

Adjust Central Search Objects

CONTACT BP_EMPLOYEE BT107_SLSA BT111_0PPT BT115Q_SLSQ BT115_SLS0 BT121_SLSC

F F

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0
0

Contact Person Employee Sales Agreement Opportunities Sales Quotation Sales Orders Sales Contract

p y T r .R M

I Help Center I System News

Log Otf

Business Role: Sales Professional

l] Save X Cancel [ J New Qj ^ Authorization Roles |

Calendar Administration Market Den. Funds Reports Sales Operations

* B usiness Role Details General Data

[2f Translate Profiles

Business Role ID SALESPRO Description Sales Professional Role Config. Key

Profile Type CRMWebClient Busine Nav Bar Profile SLS-PRO Layout Profile CRM_UIU_MASTER Technical Profile DEFAULT

Home Marketing Sales Cycle Accounts &Products Worklist Create Direct Link Groups

PFCG Role ID SAP_CRM_UIU_SLS_PROFESSIONAL

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Define Business Role: Assign Functional Profiles / Assignment Block Functional Profiles
Configuration
You can assign function profiles to business roles. Example: Function Profile: P E R S O N A L IZ A T IO N You can use this function profile to define the level of personalization that is available for the user in the C R M WebClient UI. You can assign this function profile to every business role and use one of the following predefined profile values: ALL_ENABLED This means that the central personalization page and all personalization icons in the work area are enabled. A L L _ D IS A B L E D This means that the central personalization page and all personalization icons in the work area are disabled. PP_ENABLED This means that the central personalization page is enabled, but all personalization icons in the work area are disabled. W A_ENABLED This means that the central personalization page is disabled, but all personalization icons in the work area are enabled. In the standard system, this function profile is not assigned to any business role. This means that all personalization options are available. This is equivalent to the profile value ALL_ENABLED.

Functional Profiles are defined here: IMG > Customer Relationship Management > UI Framework > Technical Role Definition -> Functional Profiles

D efine Business Role: G eneral F eatu res

Configuration
With the button Authorization Role you can start the transaction PFCG (SAP GUI for HTML) to maintain Authorization Roles If you change / create a Business Role and save, you can choose or create a transport request (Prerequisite: Transportation Management is configured) Personalization Export to Excel You can translate the Business Role description, the Direct Link Group Titles, Work Center Titles and Logical Link Titles.

Sorting o f Logical Links on W ork C e n te r Pages

Configuration
IMG Path: Customer Relationship Management > UI Framework > Technical Role Definition > Parameters Parameter W C_LINK_ORDER This parameter controls the sort order of links on home, report and work center pages. Prerequisite is that the links are rendered with the component CRMCMP_GS_W C view Group Links. The view can collect all links of a work center by type (search, create, report) or by the name of the work center link group defined in the navigation bar customizing. The default behavior is different for the two types. Type Links - Default sorting is alphabetical Group Links - Default sorting is by position defined in navigation bar customizing or business role customizing The following parameter values are possible ALPHA Sorts Type Links alphabetical ALPHA! Sorts Type Links and Group Links alphabetical ROLE Sorts Type Links by link positions from role customizing NAVB Sorts Type Links by group positions and link positions from navigation bar customizing

Portal In te g ra tio n

W e lc o m e M s . E iritta O llro g g e

CRM Personalize I CRM Help Center I CRM System News I Help I Personalize I Log Off Accounts (Marketing Professional ^ By: | Name 1 f Last Name ^ | | | Go |

Search:

SALESPRO

S e ru ic e P r o fe s s io n a l

MARKETINGPRO | Sales Professional | History^ Back Forward Q

D e ta ile d N a v ig a tio n H om e

Worklist Calendar E-Mail Inbox D Accounts & Products Resource Planning Service Orders D Service Contracts D Complaints & Returns D Service Operations Reports
C reate

My Appointments Today No result found

My Open Tasks
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09.10.20... Prepare Demo

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Favorite Reports Expected Quotation Revenue Highest-Revenue Accounts Lifecycle Performance Material and Labor Costs Performance Comparison Table Profit per Account Profit per Account Variance Profit per Product RequirementsVolume Order Level Resource Requirements & Volume Service Account Analysis Service Overview Analysis Top-Selling Products in List

My Saved Searches

HB

Appointment E-Mail Interaction Log Task Opportunity Service Contract Service Order Complaint Case

Configuration
IMG Path: Customer relationship management > UI framework > Portal integration Generate an XML file of your CRM business role. This XML file can be imported in SAP NetWeaver Portal to generate a portal role. Map Portal themes to CRM skins

D ivider Page

1. 2. 3. 4. 5.

General Navigation Bar Customizing Business Role Customizing Transaction Launcher Further Information

T ran sactio n Launcher

r T ^Tr r . R M

Personalize \ Help Center

System N <

Get the help you need, when you nee it

I Overview of SAP D ocum entation SAP ERP SAP NetWeaver SAP Business Suite SAP Rfc and Rf3 Enterprise SAP for Industries SAP Solution Manager

W e lc o m e to t h e SAP Help P o r ta l Get the help you need, when you need it

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The SAP Help Portal provides web-based documentation for all SAP Solutions. This enables you to search the online library for the right information where and when you need it.

The SAP Library is a comprehensive collection of information about the relevant SAP products, Us contents can be accessed either from the 5AP System via the help menu items 5AP Library or Application Help or directly from the CD-ROM on which it is delivered. The 5AP Library is created, translated, and m laged using SAP's standard authoring and translation environmentj SAP Knowledge Warehouse.

Appointment Interaction Log Task E-Mail Contact Opportunity Quotation Service Service Orders Service Order

Use and configuration

The transaction Launcher can be used to launch URLs.
To launch an URL the URL has to be defined in the URL repository first. View: CRM V_IC_LTX_URL

The transaction Launcher can be used to launch BSPs / BOR transactions from other systems.
To launch a GUI transaction a BOR object type with a method EXECUTE, that supports synchronous calls is required. A mapping of the logical systems is required: Transaction: C RM S_IC_CRO SS_SYS Logical Links based on the Transaction Launcher ID can be created and integrated into the Navigation Bar.

Launch URL: S tep 1: D efine URL in URL R epository

Configuration
Transaction: SM30 View: CRMV IC LTX URL

Launch URL: S tep 2: Use T ran sactio n Launcher W izard (1)

Configuration
IMG: Customer Relationship Management > UI Framework > > Technical Role Definition > Configure Transaction Launcher or transaction: CRMC_UI_ACTIONWZ Enter an ID (dont use the F4-help)

Launch URL: S tep 2: Use T ran sactio n Launcher W izard (2)

Configuration
Enter a description Enter a class name (dont use the F4-help): ZCL_<name> Flag ,Stateful, if the URL should be launched in a new window

Launch URL: S tep 2: Use T ran sactio n Launcher W izard (3)

Configuration
Choose Transaction Type: B - URL Transaction Choose the URL ID you defined in the URL repository

Launch URL: S tep 3: C re a te Logical Link

B E

tS ?

Table View

Edit

Goto

Selection

1 |caclaooli0 m
Logical Link ID ZSERVICEM

Utilities(M)

System

Help

Change View "Define Logical Links": Details of Selected Set

Dialog Structure S i Define Logical Links ^ Define Work Center Link Groups CjAssign Links ^ Define Work Center Assign Groups ^ f~l Define Direct Link Groups CjAssign Links I 7 Define Profile Assign Work Centers CjAssign Direct Link Groups ^ Assign Components Define Specific OP Mapping Define Generic OP Mapping Override Generic OP Mapping for

Define Lo gicaI Li nks , / Type Target ID Parameter Parameter Class Icon Name Title Description | Launch Transaction EXECLTX ZSERVICEM CL_CRM_UI_LTX_NAYBAR_PARAM ACTIVITY CLIPBOftRD Service Marketplace Service Marketplace! U|

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Configuration
IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create an new Logical Link Type: Launch Transaction Target ID: EXECLTX Parameter class: CL_CRM_U l_LTX_NAVBAR_PARA M

Launch T ran sactio n: P reparation: C re a te BOR O b ject T yp e (1)

Configuration
To launch a GUI transaction a BOR object type with a method EXECUTE, that supports synchronous calls is required. Transaction: SE80 > Workbench > Edit object Copy BOR object type TSTC to ZTSTC

Launch T ran sactio n: P reparation: C re a te BOR O b ject T yp e (2)

Configuration
Set in the method EXECUTE the flag ,Synchronous Generate the object

Launch T ran sactio n: S tep 1: D efine Logical System & Assign ITS URL
Configuration
Transaction: CRMS_IC_CROSS_SYS URLs: ECC system: http://<server>:<port>/sap/bc/gu i/sap/its/webgui/!?~transaction= IC_LTXE&~okcode=ICEXECUT E CRM system: http://<server>:<port>/sap/bc/gu i/sap/its/webgui/!?~transaction= IC_LTX&~okcode=ICEXECUTE Notes: 888931, 1021222

Launch T ran sactio n: S tep 2: Use T ran sactio n Launcher W izard (1)
| [ g Configure Transaclion Launcher (Wizard)

Configuration
IMG: Customer Relationship Management > UI Framework > > Technical Role Definition > Configure Transaction Launcher

Select Entries
In this step, you define the launch transaction ID
j Start Entries H T ec h nic al Details

You only need to maintain the Component Set field if you want t o u s e F4 help for data sources and values for parameters or values in t h e table field in the step Define Transaction Parameters. For more information, see the field help

Further Technical Details Transaction Parameters Activity Clipboard Integration Complete

zi
Launch Trans. ID C om p o ne n t Set
ZACTMOWI TOR ALL

or transaction: CRMC_UI_ACTIONWZ Enter an ID (use the F4-help only for changes, not for new configurations)

Back

Continue

1 C

Cancel

Launch T ran sactio n: S tep 2: Use T ran sactio n Launcher W izard (2)
Configuration
Enter a description Enter a class name (use the F4help only for changes, not for new configurations) : ZCL_<name> Flag ,Stateful, if the URL should be launched in a new window

Launch T ran sactio n: S tep 2: Use T ran sactio n Launcher W izard (3)
Configuration
Choose Transaction Type = BOR Transaction Choose the BOR Object type you created Choose EXECUTE

Launch T ran sactio n: S tep 2: Use T ran sactio n Launcher W izard (4)
Configuration
Choose Parameter: Object Key Value: <transaction code>

Launch T ran sactio n : S tep 3: C re a te Logical Link

& Table View Edit Goto Selection i <i Utilities(M) e System Help 0

00

Change View "Define Logical Links": Details

|^| | New Entries Dialog Structure S i Define Logical Links: ^ ^ ^ ^ C ] Define Work Center Link Groups C ] Assign Links Define Work Center CjAssign Groups C ] Define Direct Link Groups C ] Assign Links C ] Define Profile CjAssign Work Centers C ] Assign Direct Link Groups ^ CjAssign Components C ] Define Specific OP Mappinc C ] Define Generic OP Mapping Define Logical Links X Type Target ID Parameter Parameter Class Icon Name Title Description Activity Monitor Activity Monitor | Launch Transaction |EXECLTX ZACTMONITOR CL_CRM_U I_LTX_NAVBAR_PARAM |

||S | |S| |t^| 10| | 1

H Logical Link ID ZACTMONI

C3Override Generic OP Mapping f

Configuration
IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create an new Logical Link Type: Launch Transaction Target ID: EXECLTX Parameter class: CL_CRM_U l_LTX_NAVBAR_PARA M

D ivider Page

1. 2. 3. 4. 5.

General Navigation Bar Customizing Business Role Customizing Transaction Launcher Further Information

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