IBM CRM Web UI - Part 1

IBM Global Services
SAP CRM 2006s WebClient UI Part 1 User Interface Configuration

Joydee Ma!u"der
CRM Web Client : Part 1
11/14/1
2005 IBM Corporation
IBM Global Services
Co!rse Content
User Interface#UI$ Conce ts %usiness Roles &a'igation %ar Custo"i!ation Use of (ransaction ) UR* *aunc+er ,ra"e-or. Conce ts UI Configuration (ool /esign *ayer Conce t 0asy 0n+ance"ent Wor.benc+# 00W%$
11/14/1
IBM Global Services
UI Conce ts
It is Web2based3 easy2to2use3 and easy2to2configure UI for all online users -+o uses SAP CRM A 0asy2to2use4
5ig+ roducti'ity t+roug+ intuiti'eness and facilitating functionality
Well structured screens and na'igation 6uic. creation3 "aintenance and re'ie- of Infor"ation %ro-ser Printing 37rou -are Integration3 U load8/o-nload9
lications
A ealing :-eb a lication style; 'isual design consistent across on2de"and and on2 re"ise Ra id ti"e2to2use due to lean end2user docu"entation and e2tutorials9 UI layers +a'e been co" letely restructured but is still based on %SP9 It is as consistent as ossible but at t+e sa"e ti"e as s ecific as necessary9
11/14/1
IBM Global Services
&e- UI Conce t = Screen Structure
<
11/14/1
IBM Global Services
&e- UI Conce t = Screen Structure A = +eader area ? *2s+a e #fi@ed art$ % = na'igation bar area
C = -or. area for Wor. Centre
>
11/14/1
IBM Global Services
UI 0le"ent4 *2S+a e
(+e osition and si!e of *2s+a e is static and its contents are configured 9 *2s+a e s+o-s easy global navigation t+roug+out t+e entire SAP CRM a lication9 7eneric s+ortcuts for fast data entry3 access3 and ot+er infor"ation are also included9 (+e *2s+a e contains of a +eader area #to $ and na'igation #left2+and$ area9
1 < > 2 1
L-shape characteristics

Static osition and si!e (+e s ecific content of t+e *2 s+a e can be configured role2 de endent Syste" lin.s Sa'ed searc+es 5istory bac. and for-ard Wor. area title &a'igation bar 6uic. create lin.s
L-shape contains
1$ 2$ 1$
<$ >$ 6$
11/14/1
IBM Global Services
L-shape: providing a fixed anchor for the user

"#S$ape (+e *2s+a e is static in osition and si!e9 It co'ers t+e u er and left2+and arts of t+e screen9 (+e *2 s+a e consists of t+e $ea%er area and t+e navi&ation area9 (+e +eader area is located at t+e to of t+e screen and ro'ides generic s+ortcuts and s ecial functions9 (+e na'igation area contains ri"ary na'igation t+roug+ t+e SAP CRM a directly triggering creation of often2used obBects9 lication and o tions for
'ea%er area
(avi&ation area
Work area visualization of the requested information

In t+e -or. area all content is 'isuali!ed -it+ different age ty es
Front Pages
'o)e pa&e (+e 5CM0 age is t+e starting oint for t+e daily business of e'ery user9 It contains t+e user;s "ost i" ortant ersonal infor"ation and access to t+e "ost freDuently used tools9 (+e age can be role2 de endent9 0'ery first2le'el na'igation bar ite" +as an indi'idual -or. center age9 (+is age contains a set of s+ortcuts and access to all SAP CRM co" onents related to t+e -or. center9 (+e age can be role2 de endent9 0ntry age for direct access to all re orts and analysis a'ailable for t+e current role9 It consists of a collection of analyses9 (+e age can be role2de endent9 0ntry age t+at focuses only on a oint"ents and tas.s9 (+e corres onding infor"ation is 'isuali!ed in a gra +ical -ay si"ilar to fa"iliar grou -are solutions9 0ntry age t+at ro'ides a 'ie- into t+e grou -are inbo@ to trigger t+e transfer of e2"ails to SAP CRM9 2005 IBM Corporation CRM Web Client : Part 1 11/14/1
Wor* center pa&e
Reports pa&e
Calen%ar
+#)ail inbo, A
IBM Global Services
'ea%er -rea: S.ste) "in*s
Personali!e
Cffers generic ersonali!ation o tions for t+e user 0@a" les4 S.in selection and .eyboard s+ortcuts
5el center
Cffers direct access to online +el
using t+e .no-ledge -are+ouse
Syste" ne-s
Pro'ides access to general syste" "essages3 suc+ as t+ose set and
ublis+ed by an ad"inistrator
*og off
Allo-s users to log off of t+e SAP CRM a
lication
11/14/1
IBM Global Services
5eader Area4 Sa'ed Searc+es
(+e sa'ed searc+es area ro'ides direct //*% access to a list of redefined searc+ Dueries across all SAP CRM a lications %y c+oosing a redefined searc+3 t+e user can directly
/ Start t+e searc+ -it+ t+e 7C button
/ (+e syste" auto"atically na'igates to t+e corres onding searc+ age dis laying t+e result list
/ 0dit t+e sa'ed searc+ to redefine searc+ ara"eters -it+ t+e 0/I( button
/ (+e syste" auto"atically na'igates to corres onding searc+ age -it+ t+e searc+ criteria 'isible for direct c+anges
/ /elete t+e selected sa'ed searc+ -it+ t+e recycle bin button
A sa'ed searc+ can be defined in ad'anced searc+ ages3 directly belo- t+e searc+ state"ents #see section on t+e searc+ age$ (+e definition of sa'ed searc+es is user2s ecific
F CRM Web Client : Part 1 11/14/1 2005 IBM Corporation
IBM Global Services
&a'igation Area4 &a'igation %ar

(+e na'igation bar ro'ides direct na'igation to all -or. centre ages and t+e "ost i" ortant searc+ co" onents9 It allo-s a "a@i"u" of t-o le'els of na'igation9 Clic. on t+e triangle area to o en t+e second2le'el na'igation area9 First-level navigation entries:
Selection leads to corres onding entry
5CM0 Wor.list Calendar Wor. Centre 1 Wor. Centre 2 Wor. Centre 1 Wor. Centre < Wor. Centre > Wor. Centre 6 Re orts 0ntry1 0ntry2 0ntry1 0ntry< 0ntry> 0ntry6
age
Standard na'igation targets #e9g93 +o"e3 -or.list3 calendar3 re orts$ and
additional -or. centers t+at are role2s ecific
Second-level navigation entries:

Second2le'el na'igation o ens 'ia a clic. and closes auto"atically after
selection or anot+er clic. on t+e triangle area

Second2le'el entries re resent searc+es for t+e "ost freDuently used or
needed a
lications
The navigation ar can include:

A
lication searc+ launc+es
A UR* lin. SAP &etWea'er %I re orts and analysis (ransactions in ot+er syste"s
10
11/14/1
IBM Global Services
&a'igation Area4 &a'igation %ar = Wor. Centers

A -or. center is a fle@ible grou ing of a lications and infor"ation t+at logically belong to eac+ ot+er fro" t+e 'ie- oint of a business role
Search
Work center page
Work centers:

/is lay a -or. center age or directly o en a searc+ 0@a" le4 Garious obBects are grou ed toget+er under HSer'icesI -or. center

In t+e second2le'el "enu3 "ore t+an one direct searc+ ages can be accessed directly Additional a lication searc+es3 direct creation o tions3 and lin.s to related re orts are a'ailable on t+e -or. center age
(+e grou ing of -or. centers and t+e content of a -or. center age are configurable er role
CRM Web Client : Part 1 11/14/1 2005 IBM Corporation
11
IBM Global Services
&a'igation Area4 6uic. Create Area

(+e create area allo-s users to start t+e creation of an obBect Duic.ly3 no "atter -+ere t+e user is located in t+e SAP CRM a lication at t+e "o"ent
!reate options:
*in.s in t+e create area na'igate to t+e corres onding standard create ages (+e "ain idea be+ind t+e Duic. create area is to ro'ide t+e user -it+ Duic. lin.s for creation of t+e "ost freDuently used a lications (+is area t+us contains only t+e entries needed "ulti le ti"es a day3 rat+er t+an t+e ones needed once e'ery t-o -ee.s In t+e standard deli'ery t+e create area contains only t+e "ost i" ortant create lin.s #a oint"ent3 e2"ail3 tas.3 and sales call$ lus ne-3 role2s ecific lin.s (+is area is freely configurable er role (+is area can be ersonali!ed by t+e user
11/14/1 2005 IBM Corporation

12
IBM Global Services
0ntry Page4 Wor. *ist

(+e -or. list ro'ides a co" lete o'er'ie- of infor"ation us+ed to t+e user9 It is di'ided into alerts and -or.flo- tas.s9
The "ork list:
Contains infor"ation about alerts and -or.flo- tas.s us+ed to t+e users %ot+ ty es can be triggered "anually or auto"atically by SAP CRM to infor" users about an issue or as.ing t+e" to ta.e action Se'eral redefined alerts and -or.flo-s are deli'ered -it+ SAP CRM #ca" aign a ro'al -or.flo-3 acce t lead -or.flo-3 lost o ortunity alert3 and so on$ Wit+in a role s"aller content areas for alerts and -or.flo-s can be e"bedded directly in t+e 5CM0 age
11
11/14/1
IBM Global Services
0ntry Page4 Calendar

(+e calendar age ro'ides a gra +ical o'er'ie- of a oint"ents for today and of o en tas.s in an resentation si"ilar to t+at of Cutloo.
The calendar:

Allo-s a gra +ical o'er'ie- of today;s a oint"ents Allo-s s-itc+ing bet-een daily3 -ee.ly and "ont+ly 'ie-s Allo-s s-itc+ing to a colleague;s calendar Pro'ides an o'er'ie- of t+e ne@t t-o "ont+s Pro'ides a list of o en tas.s Pro'ides an o tion to directly create an a oint"ent fro" t+e daily 'ie-
1<
11/14/1
IBM Global Services
0ntry Page4 02Mail Inbo@

(+e e2"ail inbo@ is an SAP CRM=s ecific 'ie- of t+e e2"ail inbo@ of t+e current user t+at allo-s triggering t+e transfer of e2Mails to SAP CRM
The e-mail in ox:
Is a te" orary 'ie- of t+e current user;s grou -are inbo@ %y o ening t+is age no e2"ail is re licated fro" grou -are to SAP CRMJ it is only a real2ti"e 'ieUsing t+is inbo@3 t+e user can c+oose selected e2"ails and transfer #co y$ t+e" to SAP CRM (ransferring an e2"ail -ill trigger a user interaction dialogue to add infor"ation needed by t+e SAP CRM a lication
1>
11/14/1
IBM Global Services
0ntry Page4 Wor. Center

0'ery first2le'el "enu ite" +as an indi'idual -or. center age9 It contains a set of s+ortcuts and access to all -or. center=related SAP CRM co" onents
The "ork center page:
Is o ened by c+oosing t+e first2le'el na'igation entry directly3 -it+out selecting a s ecific second2le'el entry Includes i" ortant content regarding t+e current SAP CRM area #indicated by t+e na"e of t+e -or. center in t+e first2le'el na'igation$ Includes all searc+es belonging to t+is -or. center #content configurable er role$ Includes direct lin.s for t+e creation of ne- obBects #content configurable er role$ Related analysis #content configurable er role$ See t+e section on t+e *2s+a e for furt+er details 2005 IBM Corporation

16 CRM Web Client : Part 1 11/14/1
IBM Global Services
0ntry Page4 Re orts

(+e re orts age is t+e central entry age to access all re orts a'ailable for a s ecific role3 grou ed by business area
The reports page:
Pro'ides a lin.ed list of re orts and analysis grou ed by business to ic 0@a" les4

Account analysis Ca" aign analysis Pi eline analysis K
(+e lin. -ill call t+e full age of t+e analysis It can +a'e second2le'el na'igation entries ro'iding direct access to i" ortant analysis or das+boards Content and grou ing are configurable er role
1A
11/14/1
IBM Global Services
Searc+ Pages
Pro'ide t+e user -it+ co" re+ensi'e3 fle@ible and easy2to2understand #o erator2based$ searc+ ca abilities indi'idually for e'ery SAP CRM a lication The search pages:

Allo- definition and sa'ing of searc+ "odels Searc+ result lists are o ti"i!ed for Duic. o'er'ie- and easy na'igation to detailed infor"ation Cffer o tions li.e create3 delete3 "ass u date and L*S e@ ort Multi le -ays of na'igating to t+e searc+ ages Via saved searches
Via work center page Via navigation bar
1E
11/14/1
IBM Global Services
C'er'ie- Page #CGP$

(+e CGP ro'ides all i" ortant infor"ation regarding a single obBect in a scrollable for"at
#ain details:

(+e CGP is non2editable (+e CGP consists of +eader infor"ation t+at allo-s detailed obBect identification and a set of related infor"ation (+e infor"ation in assign"ent bloc.s can be dis layed in 'arious for"ats4

,or" 'ie-s (ables 5ierarc+ies
(+e CGP is t+e target age -+en follo-ing a +y erlin. to an obBect instance (+e CGP contains t+e +y erlin.s for cross na'igation to related infor"ation
1F
11/14/1
IBM Global Services
Main Interaction Conce t for CbBects

it 0d c. %a
0dit Page +eader 0dit Page assign"ent bloc. L
C'er'ieage #CGP$
0dit %ac.
0 %a dit c.
0dit Page assign"ent bloc. M
Co"ing fro" t+e CGP = -+ic+ contains all infor"ation rele'ant for an obBect = t+e user can edit all infor"ation of t+e obBect in a se arate edit 'ie 7eneral na'igation is t+erefore al-ays na'igation bet-een t+e o'er'ieage and t+e edit age and bac. to t+e o'er'ieage
20 CRM Web Client : Part 1 11/14/1 2005 IBM Corporation
IBM Global Services
C'er'ie- Page4 Main UI 0le"ents

Wor. area title Wor. area toolbar Page ersonali!ation3 rint and +el ,or" 'ie-
5eader area A% toolbar
Assign"ent %loc.s #A%s$ containing infor"ation related to t+is obBect
(able
21
11/14/1
IBM Global Services
CGP 0le"ents4 A%s

!apa ilities:
1$ 2$
1 2 1
A% title = to identify t+e content of t+e A% Personali!e icon #in table2based A%$ and %ac. to (o lin.4
<
(+e 'isibility8 seDuence of colu"ns can be c+anged Widt+ of colu"ns can be set
>
1$ 2$ 1$ <$
Colu"n +eaders in tables are used for sorting Cne2clic. actions for fast and easy deletion or editing of an obBect 0@ and = a ears if default nu"ber of 'isible ro-s is e@ceededJ o ens u to >03 t+en it s+o-s ages *a!y load = less i" ortant A%s are first s+o-n closedJ t+e content is dis layed on reDuest
22
11/14/1
IBM Global Services
B!siness Roles
UI Conce ts %usiness Roles &a'igation %ar Custo"i!ing 5o- to use (ransaction *aunc+er ,ra"e-or. UI Configuration (ool /esign *ayer Custo"i!ing 00W%
21
11/14/1
IBM Global Services
%usiness Role2 : 0vervie1

(+e Role2 8 &a'igation %ar Custo"i!ing controls3 based on %usiness Roles3 +o- t+e &a'igation %ar is structured and -+ic+ *in.s are a'ailable on t+e Wor. Center 8 5o"e 8 Re ort Pages and in t+e /irect *in. 7rou
%usiness Role
2$e B!siness role is t$e central ob3ect 4or controllin& t$e (avi&ation Bar5 t$e "o&ical "in*s an% t$e a!t$ori6ations 4or !sers7
User Assign"ent
2$e B!siness Role is assi&ne% to an or&ani6ational !nit in t$e 0r&ani6ational Mo%el7 2$e !ser is assi&ne% to an or&ani6ational !nit7 B. t$is )ec$anis) 8ser an% B!siness Role are lin*e%7
Aut+ori!ations
2$e B!siness role is assi&ne% to a -!t$ori6ation pro4ile via a P9CG role7
&a'igation %ar Profile

"in* Gro!ps str!ct!re t$e "o&ical "in*s 4or Wor* Centers7 2$e (avi&ation Bar Pro4ile contains :irect "in*s Gro!ps an% Wor* Centers7 "o&ical "in*s are assi&ne% to t$e :irect "in Gro!ps7
2<
Wor* Center Gro!ps CRM Web Client : Part 1 aren;t visible in t$e application7 11/14/1
IBM Global Services
/efine %usiness Role

!onfiguration:
IM7 Pat+4 Custo"er Relations+i Manage"ent N %usiness Roles N /efine %usiness Roles or (ransaction CRMCOUIOPRC,I*0 Create 8 c+ange 8 co y 8 delete %usiness Role
2>
11/14/1
IBM Global Services
%usiness Role
The usiness role determines the different profiles of the $% and "hat is visi le on the $%& %usiness Role
&a'igation %ar Profile Crgani!ation Model
< *ogical *in.s < Wor. Center 8 2 7rou < /irect *in. 7rou < Cutbound Plug Ma ing
User 8 %usiness Partner
*ayout Profile (ec+nical Profile Role Configuration Pey P,C7 Role I/
26
11/14/1
IBM Global Services
Assign %usiness Role to Crgani!ational Unit

!onfiguration:
IM7 Pat+4 Custo"er Relations+i Manage"ent N %usiness Roles N /efine Crgani!ational Assign"ent (ransaction4 PPCMAOCRM Assign infoty 4 7oto N /etailed CbBect Users 8 %usiness Partners are assigned -it+in t+e Crgani!ational Model to a Position User 8 %usiness Partners can be assigned to "ulti le Positions 0ac+ Position can +a'e e@actly one Q%usiness RoleH assigned to #Info ty e 1161$
2A
11/14/1
IBM Global Services
&a'igation %ar Custo"i!ing

2E
11/14/1
IBM Global Services
&a'igation %ar
2F
11/14/1
IBM Global Services
Custo"i!ing of &a'igation4 C'er'ieC'er'ie&a'igation %ar

=as part o4 "#S$ape>
Wor. Area Co" onent4

e7&7 Service 2ic*et
Scenario I$
&a'igation fro" &a'igation %ar %utton to a Co" onent
=B!tton ? Wor* Center>
&a'%ar
Co" onent4
e7&7 Service 2ic*et
Ser'ice tic.et
Scenario II and III$

Cross Co" onent &a'igation
al-ays 'ia &a'igation %ar
Co" onent4
e7&7 Service 2ic*et "in*/B!tton
&a'%ar
Co" onent4
e7&7 Pro%!ct :etails
10
11/14/1
IBM Global Services
I$ &a'igation fro" t+e &a'igation %ar to a Co" onent

&a'%ar #Profile$
09 19
Co" onent Main WindoCreate Searc+ Ct+er WindoCreate Searc+
Wor.Center
19
*ogical *in.
(ec+nical I/ ? 29 #(arget2I/$
CRMCOUIO&%*I&PS
Client %epen%ent /efine &a'%ar Profile4 Pro4ile: :+9-8"2@IC
CRMCOUIO&%*I&PS
Client %epen%ent :e4ine "o&ical "in*s "o&"in* I:: IC@B2@SA2 2.pe: Wor* Center 2ar&et I:: IC@B2@SA2 =?2ec$nical I:> :e4ine Wor* Center Wor* Center: IC@B2@SA2 "o&ical"in* I:: IC@B2@SA2 2itle: Service 2ic*et
CRMSOUIO(*I&P
Cross client Co)ponent :e4inition: Co)ponent (a)e ICCMP@B2@SA2 Win%o1 (a)e Main 19 Inbo!n% Pl!& :e4inition: 2ar&et I:: IC@B2@SA2 IP: :+9-8"2 0b3ect 2.pe: IC@B2@SA2 0b3ect -ction: :ispla.
11/14/1 2005 IBM Corporation
29
-ssi&n Wor* Centers: Wor* Center IC@B2@SA2
09
19
11
IBM Global Services
Co" onent A
Cross Co)ponent (avi&ation # 0b3ect t.pe %eter)ine% b. 0!tbo!n% Pl!& =0P> %e4inition
&a'%ar
#Profile$
Co" onent C Main Windo-
Main Windo/is l9 Product 19
CP1 CP2
29
CbBect (y e CbBect Action
19
<9
Create Searc+ Ct+er WindoCreate Searc+
Co" onent % Ct+er WindoCPA CPE

29 19 'ar% co%e%
(ec+nical I/ #? (arget I/$
CRMSOUIO(*I&P
Cross client Co)ponent :e4inition: Co)ponent (a)e ICCMP@B2@SA2 Win%o1 (a)e Main 0!tbo!n% Pl!& :e4inition: So!rce I:: 0P@SA2@PR0 0P: PR0:8C2 0b3ect 2.pe: IC@PR0:8C2 29 0b3ect -ction: :ispla. 12 CRM Web Client : Part 1
CRMCOUIO&%*I&PS
Client %epen%ent /efine &a'%ar Profile4 Pro4ile: :+9-8"2@IC :e4ine Generic 0P Mappin&: 0b3ect 2.pe: IC@PR0:8C2 0b3-ction: :ispla. 2ar&et I:: IP@PR0:8C2 19
11/14/1
CRMSOUIO(*I&P
Cross client Co)ponent :e4inition: Co)ponent (a)e ICCMP@PR0:8C2 Win%o1 (a)e Main Inbo!n% Pl!& :e4inition: 2ar&et I:: IP@PR0:8C2 IP: <9 :+9-8"2 0b3ect 2.pe: IC@PR0:8C2 0b3ect -ction: :ispla.
IBM Global Services
Ste s of &a'igation %ar Custo"i!ing

7eneral definition of all single a'ailable &a'bar entries9 7rou different *ogical *in.s as Wor. Center *in. 7rou s 7rou single *in. 7rou s as Wor. Centers 7rou different *ogical *in.s as /irect *in. 7rou s
/o &a'igation %ar s ecific Custo"i!ing

:e4ine (avi&ation bar Pro4ile5 1$ic$ &ets assi&ne% to a B!siness Roles
11
11/14/1
IBM Global Services
(avi&ation Bar Pro4ile / -ssi&ne% Wor* Centers
9 9 9
1< CRM Web Client : Part 1 11/14/1 2005 IBM Corporation
IBM Global Services
&a'igation %ar Profile 2 Assigned /irect *in. 7rou s
1>
11/14/1
IBM Global Services
(av7#Bar an% B!siness Role C!sto)i6in&

&a'igation Custo"i!ing (@4 CRMCOUIO&%*I&PS '& S$are% "ists o4 all "in*s5 Wor* Centers5 B
(avBar Pro4iles t$at are separatin& t$e "in*s5 (& Wor* Centers5 B =4or e,a)ple 4or IC an% 8I8>
%usiness Role Custo"i!ing (@4 CRMCOUIOPRC,I*0
)& 9ilterin&: 1$ic$ (av"in*s5 Wor*Centers B are relevant 4or t$is Role
B!siness Roles !& 1it$ assi&ne% (avBar Pro4iles
*& -ssi&n to 0r&8nits via In4o t.pe 12C DB!siness RoleE

16 CRM Web Client : Part 1 2005 IBM Corporation 11/14/1 F& 9!rt$er 9ilterin& via P,C7 Roles =-!t$ori6ations>
IBM Global Services
5o- to use (ransaction *aunc+er

1A
11/14/1
IBM Global Services
(ransaction *aunc+er
*aunc+ UR* *aunc+ 7UI (ransaction
2$e transaction "a!nc$er can be !se% to la!nc$ 8R"s an% BSPs / B0R transactions 4ro) ot$er s.ste)s7
1E
11/14/1
IBM Global Services
*aunc+ 7UI (ransaction

*aunc+ 7UI (ransaction
2$e 2ransaction "a!nc$er can be !se% to la!nc$ 8R"s an% BSPs / B0R transactions 4ro) ot$er s.ste)s7 2o la!nc$ a G8I transaction a B0R ob3ect t.pe 1it$ a )et$o% +F+C82+5 t$at s!pports s.nc$rono!s calls5 is reG!ire%7 - )appin& o4 t$e lo&ical s.ste)s is reG!ire%: 2ransaction: CRMS@IC@CR0SS@SHS 2o la!nc$ an 8R" t$e 8R" $as to be %e4ine% in t$e 8R" repositor. 4irst: Aie1: CRMA@IC@"2F@8R"
1F
11/14/1
IBM Global Services
Pre aration4 Create %CR obBect ty e #1$

!onfiguration
(o launc+ a 7UI transaction a %CR obBect ty e -it+ a "et+od 0L0CU(03 t+at su orts sync+ronous calls3 is reDuired9 (ransaction4 S0E0 N Wor.benc+ N 0dit obBect Co y %CR obBect ty e (S(C to R(S(C
Cnce er Syste" necessary
<0
11/14/1
IBM Global Services

!onfiguration
Set in t+e "et+od 0L0CU(0 t+e flag SSync+ronous:
<1
11/14/1
IBM Global Services

!onfiguration
7enerate t+e obBect
<2
11/14/1
IBM Global Services
Ste 14 /efine *ogical syste" and assign I(S UR*

!onfiguration

(ransaction4 CRMSOICOCRCSSOSMS UR* of I(S4 +tt 488Tser'erN4T ortN8sa 8bc8 gui8sa 8its8CRMOCICORA%CL8 UVsa 2client?TclientN
<1
11/14/1
IBM Global Services
Ste 24 Use (ransaction *aunc+er Wi!ard #1$

!onfiguration
IM74 Custo"er Relations+i Manage"ent N UI ,ra"e-or. N N (ec+nical Role /efinition N Configure (ransaction *aunc+er or transaction4 CRMCOUIOAC(IC&WR 0nter an I/ #don:t use t+e ,<2+el $
<<
11/14/1
IBM Global Services

!onfiguration

0nter a descri tion 0nter a class na"e #don:t use t+e ,<2+el $4 RC*OTna"eN ,lag SStateful:3 if t+e UR* s+ould be launc+ed in a ne-indo-
<>
11/14/1
IBM Global Services

!onfiguration

C+oose (ransaction (y e ? %CR (ransaction C+oose t+e %CR CbBect ty e you created C+oose 0L0CU(0
<6
11/14/1
IBM Global Services
Ste 24 Use (ransaction *aunc+er Wi!ard #<$

!onfiguration

C+oosePara"eter4 CbBect Pey Galue4 Ttransaction codeN
<A
11/14/1
IBM Global Services
Ste 14 Integrate t+e (ransaction into your &a'%ar #1$

0@a" le4 Pro'ide a ne- /irect *in. grou -it+ t+e (ransaction as a /irect *in.
<E
11/14/1
IBM Global Services

!onfiguration
IM74 Custo"er Relations+i Manage"ent N UI ,ra"e-or. N (ec+nical Role /efinition N /efine &a'igation %ar Profile Create an ne- *ogical *in. (y e4 C *aunc+ (ransaction (arget I/4 0L0C*(L Para"eter class4 C*OCRMOUIO*(LO&AG%AROPA RAM
<F
11/14/1
IBM Global Services

!onfiguration
IM74 Custo"er Relations+i Manage"ent N UI ,ra"e-or. N (ec+nical Role /efinition N /efine &a'igation %ar Profile Create a ne- /irect *in. 7rou and assign t+e logical lin. to it Assign t+e /irect *in. 7rou to your &a'igation %ar Profile IM74 Custo"er Relations+i Manage"ent N %usiness Role N /efine %usiness Role N Set t+e lin. to 'isible
>0
11/14/1
IBM Global Services
Ste 14 Result
,lag :stateful; set in (ransaction *aunc+er ,lag :stateful; not set
>1
11/14/1
IBM Global Services
*aunc+ UR*
*aunc+ UR*
2$e transaction "a!nc$er can be !se% to la!nc$ 8R"s an% BSPs / B0R transactions 4ro) ot$er s.ste)s7 - )appin& o4 t$e lo&ical s.ste)s is reG!ire%: 2ransaction: CRMS@IC@CR0SS@SHS 2o la!nc$ an 8R" t$e 8R" $as to be %e4ine% in t$e 8R" repositor. 4irst: Aie1: CRMA@IC@"2F@8R"
>2
11/14/1
IBM Global Services
Ste 14 /efine UR* in UR* re ository

!onfiguration

(ransaction4 SM10 Gie-4 CRMGOICO*(LOUR*
>1
11/14/1
IBM Global Services

!onfiguration
IM74 Custo"er Relations+i Manage"ent N UI ,ra"e-or. N N (ec+nical Role /efinition N Configure (ransaction *aunc+er or transaction4 CRMCOUIOAC(IC&WR 0nter an I/ #don:t use t+e ,<2+el $
><
11/14/1
IBM Global Services

!onfiguration

0nter a descri tion 0nter a class na"e #don:t use t+e ,<2+el $4 RC*OTna"eN ,lag SStateful:3 if t+e UR* s+ould be launc+ed in a ne-indo-
>>
11/14/1
IBM Global Services

!onfiguration

C+oose (ransaction (y e ? UR* (ransaction C+oose t+e UR* I/ you defined in t+e UR* re ository
>6
11/14/1
IBM Global Services
Ste 1a4 Integrate t+e UR* into your &a'%ar #1$

0@a" le 14 Pro'ide a ne- /irect *in. grou -it+ t+e UR* as a /irect *in.
>A
11/14/1
IBM Global Services

!onfiguration
IM74 Custo"er Relations+i Manage"ent N UI ,ra"e-or. N (ec+nical Role /efinition N /efine &a'igation %ar Profile Create an ne- *ogical *in. (y e4 C *aunc+ (ransaction (arget I/4 0L0C*(L Para"eter class4 C*OCRMOUIO*(LO&AG%AROPA RAM
>E
11/14/1
IBM Global Services

!onfiguration
IM74 Custo"er Relations+i Manage"ent N UI ,ra"e-or. N (ec+nical Role /efinition N /efine &a'igation %ar Profile Create a ne- /irect *in. 7rou and assign t+e logical lin. to it Assign t+e /irect *in. 7rou to your &a'igation %ar Profile IM74 Custo"er Relations+i Manage"ent N %usiness Role N /efine %usiness Role N Set t+e lin. to 'isible
>F
11/14/1
IBM Global Services
Ste 1b4 Integrate t+e UR* into your &a'%ar #1$

0@a" le 24 Integrate t+e UR* in an e@isting Wor. Center
60
11/14/1
IBM Global Services
Ste 1b4 Integrate t+e UR* into your &a'%ar #2$

!onfiguration
IM74 Custo"er Relations+i Manage"ent N UI ,ra"e-or. N (ec+nical Role /efinition N /efine &a'igation %ar Profile Create a ne- Wor. Center *in. 7rou and assign t+e *ogical *in. #see slide E$ Assign t+e Wor. Center *in. 7rou to a Wor. Center IM74 Custo"er Relations+i Manage"ent N %usiness Role N /efine %usiness Role N Set t+e 7rou to SIn "enu: and SIn Wor. Center:
61
11/14/1
IBM Global Services
,ra"e-or.
62
11/14/1
IBM Global Services
,ra"e-or.
+eneral ,vervie" Frame"ork and , -ects Frame"ork *lements
61
11/14/1
IBM Global Services
/efinitions 1
%usiness CbBect #%C$4
S)allest !nit o4 an ob3ect )o%el 1it$ e,cl!sivel. !nstr!ct!re% attrib!tes7 +ac$ B0 is assi&ne% a !niG!e na)e7 - B0 can be eit$er an access ob3ect5 a %epen%ent ob3ect or a G!er. ob3ect7
%C instance4
Instance o4 a B0 t$at is !niG!el. i%enti4ie% b. t$e na)e o4 t$e B0 an% an i%enti4ier =I:>7
Relation4
- relations$ip bet1een t1o B0Is t$at is assi&ne% a !niG!e cross# co)ponent na)e7 2o t$e relation Da car%inalit. val!eE is assi&ne% 4or eac$ B07 2$e navi&ation %irection is a c$aracteristic o4 t$e relation7
CbBect "odel4
(!)ber o4 B0s an% t$eir relations7
6< CRM Web Client : Part 1 11/14/1 2005 IBM Corporation
IBM Global Services
/efinitions 2
Access CbBect4 -n access ob3ect is a special t.pe o4 B05 1$ose I: can be !se% to %eter)ine bot$ t$e attrib!tes o4 t$e access ob3ect itsel4 an% t$ose o4 its %epen%ent ob3ects7 /e endent CbBect4 - %epen%ent ob3ect is a special t.pe o4 B05 1$ose attrib!tes cannot be %eter)ine% solel. 4ro) t$e I: o4 t$is B05 b!t instea%5 onl. or to&et$er 1it$ t$e I: o4 t$e s!perior access ob3ect7 Root obBect4 - root ob3ect is a special ele)ent 1it$in a &ro!p o4 ob3ects t$at are lin*e% to one anot$er in a $ierarc$. str!ct!re via a&&re&ations7 2$e root ob3ect is t$e onl. ob3ect 1it$in t$is str!ct!re t$at is assi&ne% as a s!perior ob3ect to all ot$er ob3ects7 +ac$ root ob3ect is also an access ob3ect7 6uery2CbBect4 - G!er. ob3ect is a special t.pe o4 B0 1$ose attrib!tes are t$e para)eters o4 a searc$ reG!est7 2$e res!lt ob3ect o4 a searc$ reG!est is an associate% access ob3ect at t$e !pper)ost level o4 t$e $ierarc$.7
6>
IBM Global Services
/efinitions 1
Co" onent4 - co)ponent is an -B-P 00 class 1$ic$ i)ple)ents t$e co)ponent inter4ace %escribe% in t$is speci4ication7 It e,poses a set o4 CRM b!siness ob3ects to t$e Generic I"5 1$ic$ 4or) an a&&re&ational $ierarc$.7 +ac$ co)ponent )!st $ave a !niG!e root ob3ect7 Co" onent Set4 - Co)ponent Set is a set o4 co)ponents5 t$at %e4ines t$e 0b3ect Mo%el !se% 1$ile r!nti)e7 /ata Container4 2$e %ata container is a service o4 t$e Generic I" 4or transportin& %ata o4 b!siness ob3ects7 -ll b!siness ob3ects in a %ata container 4or) a strict $ierarc$. base% on t$e ob3ect )o%el an% belon& to t$e sa)e co)ponent7 +ac$ %ata container $as a !niG!e root 1$ic$ is at least an access ob3ect7
66
11/14/1
IBM Global Services
CRM WebClient = Model Gie- Controller Conce t Presentation *ayer #%SP$

user in ut
ReDuest
Controller
set Model
CRM WebClient data

out ut
Res onse Gie-
get
%usiness *ayer %usiness 0ngine

11/14/1
#%C* ) 7enI*$
/ata floControl flo6A CRM Web Client : Part 1
#APIs$ (ables
IBM Global Services
&eedful t+ings
04ten !se% transaction in conte,t o4 WebClient 8I :evelop)ent: # G+(I"@M0:+"@BR0WS+R s$o1s str!ct!ral Mo%el :ata o4 G+(I" # G+(I"@B0"@BR0WS+R test environ)ent 4or B0" 0b3ects Bot$ can be la!nc$e% in t$e ne1 Co)ponent Wor*benc$
6E
11/14/1
IBM Global Services
,ra"e-or.
+eneral ,vervie" Frame"ork and , -ects Frame"ork *lements
6F
11/14/1
IBM Global Services
UI Co" onent
# Is t+e logical grou ing for UI I" le"entation # Is assigned to a ac.age
# certain
SAP &a"ing con'entions

ortunitySearc+
# e9g9 CneCrder4
#%(CPPSOC
%(TobBectNTty eNOT"eaningful stringN ty e is4 S 5 I M 2 2 2 2 Searc+ 5eader Ite" Main
# *eading A c+aracters +a'e to be uniDueUU
A0
11/14/1
IBM Global Services
Co" onent = general arts

Main Co" onent M
IP CP
IP
SubCo" onent 0dit,or" 0,
CP
IP
IP
SubCo" onent Searc+ S Windo- 2 Windo- 1 Gie-Set GieGie-
CP
CP
IP
SubCo" onent 5eader/ata 5
CP Gie-Set IP
IP
CP CP
A1
11/14/1
IBM Global Services
(ec+nical I" le"entation of a Gie-
Co" onent 0le"ents4 2 WC(L( # W+t" # WIMP* Model GieController
A2
11/14/1
IBM Global Services
0le"ents 2 Controller
# Mana&es Mo%el # Mana&es Aie1 # :oes +vent $an%lin& =Creation 'an%lin&> =Creation5 set attrib!tes5 li4eti)eB> =e7&7 $an%lin& 4or B!tton clic*s>
# Provi%es Inbo!n% Pl!&s =enables (avi&ation to t$e vie1> # Provi%es 0!tbo!n% Pl!&s=enables (avi&ation a1a. 4ro) vie1>
A1
11/14/1
IBM Global Services
0le"ents = Conte@t and Conte@t &ode

Conte,t Class: Is )ana&in& all Conte,t (o%es o4 a Aie1 Creates Conte,t (o%es Connects Conte,t (o%es Conte,t (o%e: represents a B0" 0b3ect $as an attrib!te str!ct!re $as )et$o%s 4or accessin& attrib!tes
A<
11/14/1
IBM Global Services
0le"ents 2 Windo-
Windo# Container 1$ic$ is !se% 4or %ispla.in& an 8I Co)ponent # can contain Aie1s5 Aie1Sets5 etc7 =%e4ine% in R!nti)e Repositor.> # si)ilar to a Aie1 =$as MAC5 In# an% 0!tbo!n%Pl!&s>
A>
11/14/1
IBM Global Services
Co" onent Interface ) Co" onent Usage

Co" onent Interface4
# needs to be defined if a Co" onent s+ould be reusable # is defined in t+e runti"e re ository editor # Conte@t &odes and Windo-s need to be defined
Co" onent Usage4

# Co)ponents 1it$ a co)ponent inter4ace can be incl!%e% in ot$er co)ponents Re!seJ # !sa&e is %e4ine% in r!nti)e repositor. e%itor
A6
11/14/1
IBM Global Services
UI Configuration (ool
AA
11/14/1
IBM Global Services
$% !onfiguration general ,vervie" !onfiguration Steps
AE
11/14/1
IBM Global Services
UI Configuration4 C'er'ieTools Tools 2o a%3!st t$e CRM !ser inter4ace to .o!r corporate i%entit.5 a b!n%le o4 inte&rate% tools is provi%e%7 2$ese tools s!pport t$e 8I con4i&!ration in an e44icient an% $olistic 1a.7 Plat!+alter fXr %ild *xamples -%% ne1 4iel%s to b!siness ob3ects Position 4iel%s on vie1s Rena)e 4iel% labels 8se personali6ation :e4ine captions :e4ine navi&ation bar entries Create b!siness roles
BSP BSP WD WD component component workbench workbench UI UI configuration configuration tool tool Eas Eas enhancement enhancement workbench workbench !EEWB" !EEWB" #ole #ole and and navigation navigation bar bar customi$ing customi$ing Design Design la la er er customi$ing customi$ing
AF
11/14/1
IBM Global Services
UI Configuration (ools4 C'er'ie- and Co" arison

(as.s
Configure 'ie-s4 Add8re"o'e8 osition fields8colu"ns Rena"e labels Set fields "andatory8read only /efine load o tions for bloc.s Use Para"eter to sa'e configuration Use custo"er2s ecific fields -it+in 'ie- configuration /efine and co y %usiness Roles Create custo"er2s ecific fields Configure %uttons I" le"ent sa"e configuration Content for se'eral 'ie-s9 /efine in ut +el s for custo"er2s ecific fields
E0 CRM Web Client : Part 1
(ools CRM 2006s82

(ools for PCUI CRM >90

PCUI Custo"i!ing (ransaction4 cr"cOblue rintOc Rena"ing of labels +ardly ossible
. . . .
UI Configuration (ool UI Configuration (ool Role Custo"i!ing
&ot a'ailable PCUI Custo"i!ing Y o-n de'elo "ent &ot a'ailable
0asy 0n+ance"ent Wor.benc+ 0asy 0n+ance"ent Wor.benc+ %SP Co" onent Wor.benc+ /esign *ayer Custo"i!ing /esign *ayer Custo"i!ing
11/14/1
PCUI Custo"i!ing &ot a'ailable C-n de'elo "ent

IBM Global Services
UI Configuration (ool4 C'er'ie(+e CRM UI configuration tool is an easy2to2use tool for adBusting t+e CRM standard 'ie-s to your needs9 /ro-ect team mem ers and consultants use the tool as follo"s: Con4i&!re pa&es
Wor* center pa&es 0vervie1 pa&es +%it pa&es -%vance% searc$ pa&es
Con4i&!re bloc*s
9or)s 2ables 2rees
Con4i&!re 4iel%s
E1
11/14/1
IBM Global Services
UI Configuration (ool4 7eneral ,eatures

+eneral features that are provided 0 the $% !onfigTool: Con4i&!ration can be store% accor%in& to %i44erentiators !sin& t$e 4ollo1in& para)eters: Con4i&!ration *e. =b!siness role> Co)ponent !sa&e -pplication#speci4ic para)eters li*e ob3ect t.pe an% ob3ect s!bt.pe C$an&e an% transport s.ste) C$an&es in t$e con4i&!ration are recor%e% in c$an&e reG!ests "an&!a&e s!pport Con4i&!ration =labels5 captions> can be translate% Personali6ation 2$e en% !ser can be enable% to personali6e ob3ects "a!nc$ 8I con4i&!ration tool 4ro) t$e BSP W: co)ponent 1or*benc$ 2ransaction DBSP@W:@CMPWBE
E2
11/14/1
IBM Global Services
8I Con4i&!ration 2ool: Aie1 Con4i&!ration =1>

Ada t t+e solution e'en closer to your articular business and ter"inology4
Configure for" 'ie-s 8se si)ple or %etaile% con4i&!ration vie1 Position 4iel%s on vie1s -%% 4iel%s 4ro) 4iel% set / re)ove 4iel%s -%% captions C$an&e 4iel% labels/$i%e 4iel% labels Set 4iel%s to e%itable or %ispla. onl. :e4ine 1$et$er a 4iel% s$o!l% be )an%ator. Configure table8tree 'ie-s C$an&e t$e or%er o4 col!)ns Rena)e col!)n titles :e4ine n!)ber o4 visible ro1s C$oose scrollbar/c!ttin& )o%e :e4ine col!)n 1i%t$ :e4ine 1$ic$ roles are personali6able Set t$e $ori6ontal ali&n)ent =le4t5 ri&$t5 or center> Set a col!)n to %ispla. onl.
E1
11/14/1
IBM Global Services
8I Con4i&!ration 2ool: Aie1 Con4i&!ration =2>

Con4i&!re searc$ pa&es
-%%/re)ove searc$ criteria 4ro) available searc$ para)eter set C$oose %e4a!lt searc$ operators :e4ine t$e criteria t$at s$o!l% be %ispla.e% b. %e4a!lt
Con4i&!re overvie1 pa&es

-%%/re)ove bloc*s 4ro) assi&n)ent set C$an&e or%er o4 visible assi&n)ent bloc*s :e4ine loa% option =$i%%en5 la6.5 or %irect> C$an&e titles
Con4i&!re 1or* center pa&es

-%%/re)ove bloc*s 4ro) assi&n)ent set C$an&e or%er o4 visible assi&n)ent bloc*s Position bloc*s on t$e ri&$t or le4t si%e o4 t$e pa&e C$an&e titles
E<
11/14/1
IBM Global Services
Content Unit >4 UI Configuration (ool
$% !onfiguration general ,vervie" !onfiguration Steps
E>
11/14/1
IBM Global Services
Start %SP W/ Co" onent Wor.benc+
Start the $% configuration tool

(ransaction H%SPOW/OCMPW%I C+oose a co" onent Select a 'ieC+oose configuration to start t+e UI configuration tool
E6
11/14/1
IBM Global Services
Use different ara"eters to sa'e your configuration

Ho! can save .o!r con4i&!ration !sin& several para)eters7 I4 %i44erent con4i&!rations 4or one vie1 $ave been save% .o! &et an overvie1 b. pressin& KC$oose con4i&!rationI7 Wit$ KCop. Con4i&!rationI .o! can cop. an e,istin& con4i&!ration7
EA
11/14/1
IBM Global Services
Configuration4 Searc+
!onfiguration

Add 8 re"o'e Searc+ ara"eter /efine dis layed searc+ criteria /efine default o erator /efine order of searc+ criteria C+ange searc+ ara"eter na"e
EE
11/14/1
IBM Global Services
-%vance% Searc$ con4i&!ration

In t$e -%vance% Searc$ Con4i&!ration .o! can a%% searc$ para)eters 4ro) t$e K-vailable Searc$ Para)etersI set5 re)ove para)eters5 )ove t$e para)eters !p an% %o1n5 set t$e) to %ispla.e% an% set t$e :e4a!lt 0perator7
EF
11/14/1
IBM Global Services
Si)ple Con4i&!ration
Ho! can a%% / re)ove 4iel%s 4ro) t$e 4iel% set5 enter captions5 c$an&e labels5 set 4iel% to )an%ator. an% / or %ispla. onl.5 )ove 4iel%s !p an% %o1n an% 4ro) t$e one si%e to t$e ot$er
Select fields fro" t+e field set and add t+e"
F0
11/14/1
IBM Global Services
/etailed Configuration4 C'er'ie2$e %etaile% pa&e con4i&!ration is !se% to c$an&e t$e properties 4or eac$ ele)ent in t$e con4i&!ration &ri%7 Col!)n5 ro15 te,t label5 inp!t 4iel% 1i%t$ an% ot$er properties can be a%3!ste% in t$e %etaile% pa&e con4i&!ration7 (ote5 t$at t$e c$an&es .o! can )a*e are base% on t$e 4iel% t.pe7
Menu o tions Ca tion area
Conte@t set Pro erty 'ie7rid area
F1
11/14/1
IBM Global Services
C'er'ieage
In t$e 0vervie1 Pa&e Con4i&!ration .o! c$oose t$e -ssi&n)ent Bloc*s 4ro) t$e set7 Ho! can )ove t$e) !p / %o1n5 c$an&e t$e title an% %e4ine t$e loa% option7 Wit$ loa% option K%irectI t$e bloc*s are loa%e% e,pan%e%5 1it$ K"a6. "oa%I5 t$e. arenIt &et a!to)aticall. e,pan%e%7 2$e !ser can e,pan% t$e)7
F2
11/14/1
IBM Global Services
Configuration4 Wor. Center Page
!onfiguration

Add bloc.s fro" assign"ent set Re"o'e bloc.s fro" dis layed assign"ents C+ange t+e titles Mo'e bloc.s fro" #u 8do-n3 rig+t8left$ /efine t+e use of t+e -+ole -idt+ for a bloc.
F1
11/14/1
IBM Global Services
(able configuration
In t$e table con4i&!ration .o! can c$oose col!)ns 4ro) t$e 4iel%7 Ho! can c$an&e t$e col!)n title5 %e4ine t$e col!)n 1i%t$5 t$e $ori6ontal ali&n)ent7 Ho! can set a col!)n to )an%ator.5 %isable a col!)n an% enable personali6ation7
/efine t+e nu"ber of 'isible ro-s and enable t+e scrollbar9
If you "ar. t+is o tion3 t+e field is dis lay only
F<
11/14/1
IBM Global Services
Async+ronous Ja'aScri t and LM* #AJAL$

$se of '1'.

AJAL ? Async+ronous Ja'aScri t and LM* AJAL is a tec+niDue t+at uses a HLM*5tt ReDuestI obBect to co""unicate async+ronously in a Web a lication and fetc+ LM* ac.ets of data AJAL is used for table 'ie-s3 tree 'ie-s3 ad'anced searc+3 and o'er'ie- ages
F6
11/14/1
IBM Global Services
/esign *ayer Custo"i!ing

FE
11/14/1
IBM Global Services
)esign La0er general ,vervie" !onfiguration Steps
FF
11/14/1
IBM Global Services
/esign *ayer4 C'er'ie(+e design layer lin.s UI2related settings to a ne-3 generic design obBect3 -+ic+ s ans se'eral 'ie-s i" le"enting t+e sa"e business content9
The $%-related settings are simple field settings "hich are likel0 to e changed 0 pro-ect team mem ers and consultants& ,ield 'isibility Set a 4iel% to K'i%%enI: 9iel% isnKt visible 4or t$e en% !ser in t$e application Set a 4iel% to L9iel% e,cl!%e% 4ro) 4iel% setK: 9iel% isnKt visible in t$e 4iel% set o4 t$e 8I Con4i&2ool =2$is 1ill be !se% especiall. b. Co: to re%!ce t$e available 4iel%s in t$e 4iel% set>7 Rena"e field labels Aal!e 'elp 4ro) :ictionar.: Generic A# an% P#Getter )et$o%s $ave been i)ple)ente%5 1$ic$ %e4ine t$e val!e $elp =4ro) ::IC: searc$ $elp / val!e table / %o)ain val!es> an% 4iel% t.pe =inp!t 4iel%5 c$ec*bo,5 ::"B>7 0nl. i4 t$e 4la& is set5 t$e ne1 &eneric A# an% P#Getter lo&ic is !se
100
11/14/1
IBM Global Services
:esi&n "a.er
2$e %esi&n la.er lin*s K8I relate% settin&sI to a ne15 )ore &eneral K%esi&n ob3ectI 1$ic$ spans several vie1s i)ple)entin& t$e sa)e Kb!siness contentI7 2$e K8I relate% settin&sI are si)ple 4iel% settin&s 1$ic$ are li*el. to be c$an&e% b. c!sto)ers an% application %evelopers: 9iel% visibilit. =K$i%%enI> 9iel% labels
101
11/14/1
IBM Global Services

T"o cases need to e distinguished
Case 14 /esign *ayer custo"i!ing is deli'ered by SAP

C+ec. SAP custo"i!ing in transaction %SPO/*COS/0SI7& 0@a" le4 CM Co y na"es fro" SAP tables Create design obBect in custo"er tables -it+ e@actly t+e sa"e na"es Pat+ in IM74 Custo"er relations+i "anage"ent N UI fra"e-or. N UI fra"e-or. definition N Maintain design layer Ad'antage4 Assign"ents to %C* conte@t nodes 8 attributes deli'ered by SAP are auto"atically considered C+ec. SAP custo"i!ing in transaction %SPO/*COS/0SI7& Create design obBect in custo"er tables Pat+ in IM74 Custo"er relations+i "anage"ent N UI fra"e-or. N UI fra"e-or. definition N Maintain design layer Assign your obBect to conte@t nodes or attributes in %SPOW/OCMPW%
Case 24 &o SAP /esign *ayer custo"i!ing a'ailable

102
IBM Global Services
)esign La0er general ,vervie" !onfiguration Steps
101
11/14/1
IBM Global Services
Case 14 /esign *ayer Custo"i!ing #1$

#SAP table$

!onfiguration
C+ec. %SPO/*COS/0SI7& Create /esign obBect -it+ t+e sa"e na"e Pat+ in IM74 Custo"er relations+i "anage"ent N UI fra"e-or. N UI fra"e-or. definition N Maintain design layer
#Custo"er table$
10<
11/14/1
IBM Global Services

!onfiguration
(able4 %SPO/*COS/ASSI7& Assign"ent is deli'ered by SAP
10>
11/14/1
IBM Global Services

#SAP table$ !onfiguration

C+ec. %SPO/*COS/0SI7& Create /esign obBect Pat+ in IM74 Custo"er relations+i "anage"ent N UI fra"e-or. N UI fra"e-or. definition N Maintain design layer CbBect ty e 8 %C* obBect na"e are only used for filtering #to reduce t+e list attribute list$ = later on you can assign t+is obBect to e'ery obBect 8 attribute you -ant /esign *ayer custo"i!ing can be used for for" 'ie-s3 trees3 tables and ad'anced searc+es
#Custo"er table$
106
11/14/1
IBM Global Services

!onfiguration

(ransaction4 %SPOW/OCMPW% Assign t+e /esign obBect to a conte@t node or attribute
10A
11/14/1
IBM Global Services

2esult

Assign"ent is sa'ed in table %SPO/*CO/ASSI7& Assign"ent is 'alid for all configurations of t+e 'ie-
10E
11/14/1
IBM Global Services
(ranslation 'ia /esign *ayer

Pat$ in IMG: C!sto)er relations$ip )ana&e)ent M 8I 4ra)e1or* M 8I 4ra)e1or* %e4inition M Maintain %esi&n la.er 8tilities M C$oose "an&!a&e Goto #M 2ranslation
10F
11/14/1
IBM Global Services
Assign"ent of t+e design layer to conte@t nodes #1$

In t$e 1or*benc$ =transaction BSP@W:@CMPWB> select a 4!ll conte,t no%e or an in%ivi%!al conte,t no%e attrib!te to assi&n t$e %esi&n ob3ect:
Rig+t "ouse clic.4 Assign /esign *ayer
110
11/14/1
IBM Global Services
Assign"ent of t+e design layer to conte@t nodes #2$

19 29 19 <9 Use t+e buttons :&e- assign"ent; and :C+oose assign"ent; to select t+e .ey fields for t+e design layer assign"ent9 Select a design obBect by e@ anding t+e corres onding obBect ty e and selecting t+e design obBect9 If used on attribute le'el3 you "ay enter a %C* attribute na"e3 if it differs fro" t+e conte@t nodes attribute na"e9 Sa'e your assign"ent7
111
11/14/1
IBM Global Services
00W%
112
11/14/1
IBM Global Services
Main CRM CbBects3 t+at can be en+anced -it+ 00W

B!siness Partner
B!siness Partner Relations$ips B!siness 2ransactions Mar*etin& Planner Grantor Co!nter N Rea%in&s CRM Case Installe% Base -cco!nt Plannin& B
111
11/14/1
IBM Global Services
Custo"er2S ecific ,ields4 C'er'ieCusto"er2s ecific fields can easily be added -it+ t+e 0asy 0n+ance"ent Wor.benc+9 Mou can use t+e UI configuration tool to configure t+ese fields9 'dd customer-specific fields
Add ne- fields to t+e data dictionary #0asy 0n+ance"ent Wor.benc+$

8se 1i6ar% 4or en$ance)ents C$oose a b!siness ob3ect :e4ine 4iel% na)e5 %ata t.pe5 an% 4iel% len&t$ :ictionar. ob3ects are &enerate% a!to)aticall. -%% 4iel%s 4ro) 4iel% set Position 4iel%s C$an&e 4iel% labels/$i%e 4iel% labels Set 4iel%s to e%itable or %ispla. onl. :e4ine 1$et$er a 4iel% s$o!l% be )an%ator. -ll 4!nctions provi%e% b. t$e 8I con4i&!ration tool 4or stan%ar% 4iel%s are also available 4or c!sto)er#speci4ic 4iel%s7
/is lay custo"er2s ecific fields on t+e screen #UI configuration tool$
Use /esign *ayer custo"i!ing to i" le"ent t+e follo-ing4

:rop#%o1n list bo,es Aal!e $elp 4or .o!r 4iel%s
11<
11/14/1
IBM Global Services
+n$ance)ent process :-%% ne1 4iel%s / a%% ne1 table

-%% ne- fields 1it$ ++W 2ables/-PIs are en$ance% 9iel%s are available in B0" =1it$in t$e ++W# incl!%e o4 t$e correspon%in& ob3ect> 9iel%s are available in t$e 4iel% set o4 t$e 8ICon4i& 2ool =4or t$e correspon%in& vie1s> Position 4iel%s on t$e screen N set attrib!tes 1it$ t$e 8ICon4i& 2ool -%% ne- table 1it$ ++W =BP N B!s7 2ransaction> 2ables/-PIs are &enerate% (e1 ob3ect / relations in B0" are &enerate% Create =)an!all.> vie1 in WebClient 8I 9iel%s are available in t$e 4iel% set o4 t$e 8ICon4i& 2ool7 Position 4iel%s on t$e screen N set attrib!tes 1it$ t$e 8ICon4i& 2ool
11>
11/14/1
IBM Global Services
Add Custo"er2S ecific ,ields #1$
!onfiguration
Maintain syste" *andsca e4 IM74 Cross A lication Co" onents N 7eneral A lication ,unctions N 0asy 0n+ance"ent Wor.benc+ N Maintain Syste" *andsca e Add custo"er2s ecific fields -it+ t+e easy en+ance"ent -or.benc+ (ransaction4 00W%
116
11/14/1
IBM Global Services
Add Custo"er2S ecific ,ields #2$

!onfiguration
%usiness Partner 8 7rantor4 ,or currency and Duantity fields auto"atically additional fields -it+ t+e data ele"ents %ULOCUPM and %ULOU&I( are created
11A
11/14/1
IBM Global Services
00W Includes are a'ailable in t+e %C* obBects

0@a" le4
11E
11/14/1
IBM Global Services
Ma.e fields 'isible -it+ t+e UIConfig(ool

!onfiguration
(ransaction4 %SPOW/OCMPW%
Result4
11F
11/14/1
IBM Global Services
0@a" le4 00W for CRM %(L4 CI structures

(+e e@tensibility conce t is based on Custo"i!ing Includes ,or "ost of t+e sub obBects #on ite"3 +eader or set le'el$ a custo"i!ing include is ro'ided A CI structure is a //IC structure t+at e@tends data and rogra""ing "odel #data base tables3 co""unication structures3 UI structures$ of sub obBects ,or e@a" le4 5eader /ata Acti'ity #AC(IGI(MO5$ CIO00WOAC(IGI(MO5 &e- fields are a ended to rele'ant custo"i!ing includes (+e %C* auto"atically HintegratesI fields fro" CI includes
Wi!ard
/ata %ase
#a%% ne1 4iel% OO(e19iel% #to s!b ob3ect -C2IAI2H@'
(e1 appen% str!ct!re RR&e-,ield

RR,ield1 RR,ield2
CI@++W@-C2IAI2H@'
%C*
121
11/14/1
IBM Global Services
THANK YOU
122
11/14/1

IBM CRM Web UI - Part 1

Загружено:

Сведения о документе

Оригинальное название

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

IBM CRM Web UI - Part 1

Загружено:

Авторское право:

Доступные форматы

IBM Global Services

SAP CRM 2006s WebClient UI Part 1 User Interface Configuration

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

&e- UI Conce t = Screen Structure

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

C = -or. area for Wor. Centre

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

L-shape: providing a fixed anchor for the user

Work area visualization of the requested information

Wor* center pa&e

IBM Global Services

'ea%er -rea: S.ste) "in*s

using t+e .no-ledge -are+ouse

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

5eader Area4 Sa'ed Searc+es

IBM Global Services

&a'igation Area4 &a'igation %ar

Standard na'igation targets #e9g93 +o"e3 -or.list3 calendar3 re orts$ and

additional -or. centers t+at are role2s ecific

Second-level navigation entries:

selection or anot+er clic. on t+e triangle area

The navigation ar can include:

lication searc+ launc+es

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

&a'igation Area4 &a'igation %ar = Wor. Centers

Work center page

IBM Global Services

&a'igation Area4 6uic. Create Area

CRM Web Client : Part 1

IBM Global Services

0ntry Page4 Wor. *ist

CRM Web Client : Part 1

IBM Global Services

0ntry Page4 Calendar

CRM Web Client : Part 1

2005 IBM Corporation

IBM Global Services

0ntry Page4 02Mail Inbo@

CRM Web Client : Part 1

IBM Global Services

0ntry Page4 Wor. Center

IBM Global Services

0ntry Page4 Re orts

Account analysis Ca" aign analysis Pi eline analysis K