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UI Conf i gur at i on

Tool s
SAP CRM 2006s
SAP AG 2007
Cont ent
Gener al
UI c onf i gur at i on t ool
Desi gn l ayer
Cust omer -spec i f i c enhanc ement s
Rol es and navi gat i on bar
Fur t her i nf or mat i on
SAP AG 2007
Pur pose of t hi s Doc ument
This document will help you:
Get an overview of the functions of the UI ConfigTool and Design Layer
Customizing
Learn how to use the UI ConfigTool and Design Layer Customizing in
implementation projects to adjust the CRM WebClient UI
Learn how to add customer specific fields to the CRM WebClient UI
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UI Conf i gur at i on: Over vi ew
A bundle of integrated tools is provided to
help you adjust the CRM user interface to your
corporate identity.
These tools support the UI configuration in an
efficient and holistic way.
Ex ampl es
Add new fields to business objects
Position fields on views
Rename field labels
Use personalization
Define captions
Define navigation bar entries
Create business roles
Tool s
Tool s
BSP WD component
workbench
UI configuration tool
Easy enhancement workbench
(EEWB)
Role and navigation bar
customizing
Design layer customizing
BSP WD component
workbench
UI configuration tool
Easy enhancement workbench
(EEWB)
Role and navigation bar
customizing
Design layer customizing
Platzhalter fr Bild
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Layers of
new UI
Framework
Fr om UI Requi r ement t o Tec hnol ogy
Presentation
Layer (BSP)
Layers of
underlying
Business
Application
Requirement
Software Layer
Tool
Tables
Business
Engine
API
Interaction
Layer (GenIL)
Business
Layer (BOL)
Graphical UI
ConfigTool
Add new field to UI Layer
Layout change
e.g. move field
CRM Easy
Enhancement
Workbench
(EEWB)
Add new field to
Data Model
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UI Conf i gur at i on Tool s: Over vi ew
BSP Component
Workbench
Configure buttons
UI Configuration
Tool
Use customer specific fields within view configuration
Design Layer
Customizing
Implement same configuration content for several views
Easy Enhancement
Workbench
Create customer specific fields
UI Configuration
Tool
Use parameters to save your configuration
UI Configuration
Tool
Configure views: position fields/columns, add fields/columns
from field set, remove fields/columns, rename labels, set fields
to mandatory/display only, and define load option for blocks and
more
Design Layer
Customizing or
BSP Component
Workbench
Define input helps for customer specific fields
Role Customizing Define and copy business roles
Tool Task s
SAP AG 2007
Cont ent
Gener al
UI c onf i gur at i on t ool
Desi gn l ayer
Cust omer -spec i f i c enhanc ement s
Rol es and navi gat i on bar
Fur t her i nf or mat i on
SAP AG 2007
UI Conf i gur at i on Tool : Over vi ew
Pr oj ec t t eam member s and c onsul t ant s use t he t ool as
f ol l ow s:
Configure pages
Work center pages
Overview pages
Edit pages
Advanced search pages
Configure blocks
Forms
Tables
Trees
Configure fields
The CRM UI configuration tool is an easy-to-use tool for adjusting
the CRM standard views to your needs.
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UI Conf i gur at i on Tool : Gener al Feat ur es
Gener al f eat ur es t hat ar e pr ovi ded by t he UI Conf i gTool :
Configuration can be stored according to differentiators using the
following parameters:
Configuration key (business role)
Component usage
Application-specific parameters like object type and object subtype
Change and transport system
Changes in the configuration are recorded in change requests
Language support
Configuration (labels, captions) can be translated
Personalization
In addition, the end user can be enabled to personalize objects
Launch UI configuration tool from the BSP WD component workbench
Transaction BSP_WD_CMPWB
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UI Conf i gur at i on Tool : Vi ew Conf i gur at i on (1)
Adapt t he sol ut i on even c l oser t o your par t i c ul ar busi ness
and t er mi nol ogy:
Configure form views
Use simple or detailed configuration view
Position fields on the view
Add fields from field set/remove fields
Add captions
Change field labels/hide field labels
Set fields to editable or display only
Define whether a field should be mandatory
Configure table/tree views
Change the order of columns
Rename column titles
Define number of visible rows
Choose scrollbar/cutting mode
Define column width
Define which roles are personalizable
Set the horizontal alignment (left, right, or center)
Set a column to display only
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UI Conf i gur at i on Tool : Vi ew Conf i gur at i on (2)
Configure search pages
Add/remove search criteria from available search parameter set
Choose default search operators
Define the criteria that should be displayed by default
Configure overview pages
Add/remove blocks from assignment set
Change order of visible assignment blocks
Define load option (hidden, lazy, or direct)
Change titles
Configure work center pages
Add/remove blocks from assignment set
Change order of visible assignment blocks
Position blocks on the right or left side of the page
Change titles
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St ar t BSP WD Component Wor k benc h
St ar t t he UI c onf i gur at i on
t ool
Transaction BSP_WD_CMPWB
Choose a component
Select a view
Choose configuration to start the
UI configuration tool
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Conf i gur at i on: Si mpl e Conf i gur at i on
Conf i gur at i on
Add fields from the field set
Remove fields
Move fields (up/down, right/left)
Change labels
Add/change/remove captions
Set fields to mandatory or
display only
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Conf i gur at i on: Det ai l ed Conf i gur at i on
Conf i gur at i on
Add nodes with the assigned
fields from the field set
Add fields from the field set
Remove fields
Display field properties
Position fields
Change labels
Hide labels
Add/change/remove captions
Set fields to mandatory or
display only
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Conf i gur at i on: Over vi ew Page
Conf i gur at i on
Add blocks from assignment set
Remove blocks from displayed
assignments
Change the titles
Change the order of blocks
Choose load option (direct, lazy,
or hidden)
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Conf i gur at i on: Wor k Cent er Page
Conf i gur at i on
Add blocks from assignment set
Remove blocks from displayed
assignments
Change the titles
Move blocks from (up/down,
right/left)
Define the use of the whole
width for a block
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Conf i gur at i on: Tabl e Vi ew
Conf i gur at i on
Define number of visible rows
Enable scrollbar/cutting mode
Add column from the set and
remove columns
Change column title
Change order of columns
Define column width
Define horizontal alignment
Enable personalization of
columns
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Conf i gur at i on: Tr ee Vi ew
Conf i gur at i on
Same configuration as for tables
Define number of visible rows
Enable scrollbar/cutting mode
Add column from the set and
remove columns
Change column title
Change order of columns
Define column width
Define horizontal alignment
Enable personalization of
columns
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Conf i gur at i on: Sear c h
Conf i gur at i on
Add / remove Search parameter
Define displayed search criteria
Define default operator
Define order of search criteria
Change search parameter name
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Rol e-Dependent Vi ew Conf i gur at i on
Conf i gur at i on
To create role-dependent
configuration, save the
configuration with a role
configuration key in the UI
configuration tool.
Role configuration keys can be
defined in the IMG: Customer
relationship management > UI
framework > UI framework
Definition > Define role
configuration key
You assign role configuration
keys to business roles in the
IMG: Customer relationship
management > Business roles >
Define business roles
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Async hr onous J avaSc r i pt and XML (AJ AX)
Use of AJ AX
AJAX = Asynchronous
JavaScript and XML
AJAX is a technique that uses a
XMLHttp Request object to
communicate asynchronously in
a Web application and fetch XML
packets of data.
AJAX is used for table views,
tree views, advanced search,
and overview pages.
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Tr ansl at i on
Tr ansl at i on
Use transaction SE63 to
translate captions and labels
SE63 > Translation > ABAP
objects > Short texts > S6
technical short texts > BSP2
BSP1 = SAP standard texts
BSP2 = Customer texts
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Dat a Model (Tabl es)
SAP Standard
Customer configuration
BSP_DL_XMLSTRX2
BSPC_DL_XMLSTRX2
BSP_DL_STXTREP2
1:n
BSPC_DL_STXTREP2
1:n
Configuration
Language dependent texts
Configuration
Language dependent texts
CONTEXT_ID
CONTEXT_ID
CONTEXT_ID CONTEXT_ID
SAP AG 2007
Cont ent
Gener al
UI c onf i gur at i on t ool
Desi gn l ayer
Cust omer -spec i f i c enhanc ement s
Rol es and navi gat i on bar
Fur t her i nf or mat i on
SAP AG 2007
Desi gn Layer : Over vi ew
The UI -r el at ed set t i ngs ar e si mpl e f i el d set t i ngs t hat ar e l i k el y
t o be c hanged by pr oj ec t t eam member s and c onsul t ant s.
Field visibility: Set a field to Hidden / Field excluded from field set:
Field isnt available in the UI ConfigTool. (In CoD there is a difference between
these two fields if Hidden is chosen, it is still available in the field
customizing.)
Rename field labels
Value Help from Dictionary: Generic V- and P-Getter methods have been
implemented, which define the value help (from DDIC: search help / value table /
domain values) and field type (input field, checkbox, DDLB). The new generic
V- and P-Getter logic is used only if the indicator is set.
The design layer links UI-related settings to a new, generic design object,
which spans several views implementing the same business content.
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Desi gn Layer Cust omi zi ng (1)
Conf i gur at i on
Create Design object.
Path in IMG:
Customer relationship
management > UI framework >
UI framework definition >
Maintain design layer
Object type / BOL object name
are only used for filtering (to
reduce the list attribute list)
later on you can assign this
object to every object / attribute
you want.
Design Layer customizing can
be used for form views, trees,
tables and advanced searches.
(Customer table)
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Desi gn Layer Cust omi zi ng (2)
Conf i gur at i on
Transaction: BSP_WD_CMPWB
Assign the Design object to a
context node or attribute.
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Desi gn Layer Cust omi zi ng (3)
Resul t
Assignment is saved in table
BSP_DLC_DASSIGN
Assignment is valid for all
configurations of the view.
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Tr ansl at i on
Path in IMG:
Customer relationship management > UI framework > UI framework definition > Maintain design
layer
Utilities > Choose Language
Goto -> Translation
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Cont ent
Gener al
UI c onf i gur at i on t ool
Desi gn l ayer
Cust omer -spec i f i c enhanc ement s
Rol es and navi gat i on bar
Fur t her i nf or mat i on
SAP AG 2007
Cust omer -Spec i f i c Fi el ds: Over vi ew
Add c ust omer -spec i f i c f i el ds
Add new fields to the data dictionary (easy enhancement workbench)
Use wizard for enhancements
Choose a business object
Define field name, data type, and field length
Dictionary objects are generated automatically
Display customer-specific fields on the screen (UI configuration tool)
Add fields from field set
Position fields
Change field labels/hide field labels
Set fields to editable or display only
Define whether a field should be mandatory
All functions provided by the UI configuration tool for standard fields are also available for
customer-specific fields.
Use Design Layer customizing to implement the following:
Drop-down list boxes
Value help for your fields
Customer-specific fields can easily be added with the easy enhancement
workbench. You can use the UI configuration tool to configure these fields.
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Add Cust omer -Spec i f i c Fi el ds (1)
Conf i gur at i on
Maintain system Landscape:
IMG: Cross Application
Components > General
Application Functions > Easy
Enhancement Workbench >
Maintain System Landscape
Add customer-specific fields
with the easy enhancement
workbench
Transaction: EEWB
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Add Cust omer -Spec i f i c Fi el ds (2)
Conf i gur at i on
Business Partner / Grantor:
For currency and quantity fields
automatically additional fields
with the data elements
BUX_CUKY and BUX_UNIT are
created
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Use Desi gn Layer t o Assi gn Val ue Hel p (1)
Conf i gur at i on
Path in IMG:
Customer relationship
management > UI framework >
UI framework definition >
Maintain design layer
Create a Design Object and for
the relevant attributes, choose
Value help from Data Dictionary.
If in DDIC a search help or a
check table is defined, choose I
Input field.
If fixed Domain values are
defined in DDIC, choose P - Drop
Down List Box.
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Use Desi gn Layer t o Assi gn Val ue Hel p (2)
Conf i gur at i on
Transaction:
BSP_WD_CMPWB
Assign the design object to the
views in which you want to
use it.
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Mak e Fi el ds Vi si bl e w i t h t he UI Conf i g Tool
Conf i gur at i on
Transaction:
BSP_WD_CMPWB
Result:
SAP AG 2007
Cont ent
Gener al
UI c onf i gur at i on t ool
Desi gn l ayer
Cust omer -spec i f i c enhanc ement s
Rol es and navi gat i on bar
Fur t her i nf or mat i on
SAP AG 2007
Rol e and Navi gat i on bar Cust omi zi ng: Over vi ew
Busi ness r ol e
The business role is the central object for controlling the navigation bar, the
logical links, and the authorizations for users.
User assi gnment
The business role is assigned to an organizational unit in the organizational
model.
The user is assigned to an organizational unit as well.
Aut hor i zat i ons
The business role is assigned to an authorization profile via a PFCG role.
Navi gat i on bar pr of i l e
The navigation bar profile contains direct link groups and work centers.
Logical links are assigned to the direct link groups.
Work center link groups structure the logical links for work centers. These work
center link groups aren't visible in the application.
The role and navigation bar customizing controls are based on business roles
and determine how the navigation bar is structured and which links appear
on the work center/home/report pages and in the direct link group.
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Rol e and Navi gat i on bar Cust omi zi ng: Ter mi nol ogy
Work Centers
Direct Link Group
Logical Links
Work Center Page
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Rol e and Navi gat i on bar Cust omi zi ng: Assi gnment s
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Def i ne Busi ness Rol e
Conf i gur at i on:
IMG Path: Customer relationship
management > Business roles >
Define business roles
Create/change/copy/delete
business role.
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Assi gn Busi ness Rol e t o Or gani zat i onal Uni t
Conf i gur at i on:
IMG Path: Customer relationship
management > Business roles >
Define organizational
assignment
Transaction PPOMA_CRM
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Cont ent
Gener al
UI c onf i gur at i on t ool
Desi gn l ayer
Cust omer -spec i f i c enhanc ement s
Rol es and navi gat i on bar
Fur t her i nf or mat i on
SAP AG 2007
RKT
http://service.sap.com/rkt-crm
-> SAP CRM 2006
Fur t her I nf or mat i on
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Copyr i ght 2007 SAP AG. al l Ri ght s Reser ved
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