B72 CRM Marketing Analysis.doc

BB Installation Guide

SAP BW 7.31

July 2012English

REF DokSprache \* MERGEFORMAT English

B72: CRM Marketing Analysis

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBuilding Block Configuration Guide

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Content

51Use

52Prerequisites

53Configuration

53.1Activating Business Content

53.1.1Assigning Source System for Business Content Activation

63.1.2Activating Business Content: DataStore Objects

73.1.3Activating Business Content: InfoCube

73.1.4Activating Business Content: Queries

83.1.5Activating Business Content: Web Templates

93.2Loading Transaction Data (SAP BW)

CRM Marketing Analysis: Configuration Guide1 Use

The building block CRM Marketing Analysis describes all the required activities to analyze the Marketing Lead Analysis data from SAP CRM in SAP Business Information Warehouse.

2 Prerequisites

Before starting the activities in this building block, you need to perform or check the following steps:

1. The BW Connectivity building blocks have to be completed for:

a. BW Basic Connectivity b. BW Connectivity for SAP CRM2. The General Settings for BW Integration building block has to be completed.

3. The Basic Configuration CRM Analytics building block has to be completed.3 Configuration

3.1 Activating Business Content

3.1.1 Assigning Source System for Business Content ActivationCarry out the following steps in SAP BW.

Use

When you activate Business Content, DataSources from source systems are assigned to InfoSources in SAP BW. If you do not select a source system, all source systems are automatically assigned. If you have several source systems this may take a lot of time because transformations have to be activated for each DataSource from each source system. However an assignment of a DataSource to an InfoSource may not be necessary for all existing Source systems. Assign only the source systems you need to load data from for the Business Content Objects that you are going to activate. You can subsequently change the selection you made.

The assignment of source systems is only relevant for transformations, DataSources and InfoPackages. If there is more than one source system, only those objects assigned to the specified source system are collected for the transfer. Objects that have not been assigned to the specified source systems are ignored.

Procedure

1. To assign the required source system for business content activation, choose:

SAP BW MenuModeling ( Data Warehousing Workbench: Business Content

Transaction CodeRSORBCT

2. On the Data Warehousing Workbench: Business Content view choose Edit ( Source System Assignment.3. In the Choose source system by default? dialog box, in the column Default assignment, select CRM source system.

4. Choose Continue.

If you want to continue with the next activity, do not leave the transaction.

3.1.2 Activating Business Content: DataStore ObjectsCarry out the following steps in SAP BW.

Procedure1. To activate DataStore Objects from the Business Content, choose:



2. On the Data Warehousing Workbench: Business Content screen:

a. At the top of the right frame, choose Grouping and select Data Flow Before.

b. At the top of the right frame, choose Collection mode and select Collect Automatically.

c. In the left frame, select Object types.

d. In the middle frame, expand DataStore Object and double-click Select Objects.

3. In the Input help for Metadata dialog box.a. Select the following DataStore Objects: (For multiple selection use the Ctrl-Key.)

0MKT_DS01CRM Lead Header Data

0MKT_DS02CRM Lead Item Data

b. Choose Transfer selections.

c. If a dialog box Remote Activation in the Source System occurs, choose OK and if necessary - log on to the source system on the following screen.

d. If a dialog box Exceeded runtime when collecting objects appears choose Continue.

4. At the top of the right frame, choose Install and select Install in Background.5. In the Install business content in the Background dialog box choose Yes.

6. In the Information dialog box choose Continue.

7. Choose Exit.


Result

You have started a background job in order to activate the Business Content. Check the status of the background job using transaction SM37.

Make sure that the current job has finished successfully before you proceed on with the activation of further objects.

3.1.3 Activating Business Content: InfoCubeCarry out the following steps in SAP BW.

Procedure

1. To activate Business Content InfoCubes choose:




a. At the top of the right frame, choose Grouping and select Data Flow Before.



d. In the middle frame, expand InfoCube and double-click Select Objects.

e. In the Input help for Metadata dialog box:

a. Select the InfoCube 0MKTG_C01 CRM Lead Management.

b. Choose Transfer selections.

f. If a dialog box Remote Activation in the Source System appears, choose OK and log on to the source system on the following screen.

g. If a dialog box Exceeded runtime when collecting objects appears, choose Continue.

3. At the top of the right frame, choose Install and select Install in Background.4. In the Install business content in the Background dialog box choose Yes.

5. In the Information dialog box choose Continue.

6. Choose Exit.


Result

You have started a background job in order to activate the Business Content. Check the status of the background job using transaction SM37.

Make sure that the current job has finished successfully before you proceed on with the activation of further objects.

3.1.4 Activating Business Content: Queries

Carry out the following steps in SAP BW.

Procedure1. To activate Business Content Queries, choose:

SAP BW Menu Modeling ( Data Warehousing Workbench: Business Content



a. At the top of the right frame, choose Grouping and select Only Necessary Objects.



d. In the middle frame, expand Query elements, expand Query and double-click Select Objects.

3. In the Selection of Query Objects dialog box:

a. Expand Customer Relationship Management (0CRM) ( CRM Analytics (0SAPCRM) ( Marketing Analyses (0MKTG) ( Lead Analysis (0LEAD) ( CRM Lead Management (0MKTG_C01).

If the technical names are not visible, to display technical names of the queries choose Technical names on/off.b. Select all the queries underneath the InfoCube 0MKTG_C01c. Choose Transfer.

d. If a dialog box Exceeded runtime when collecting objects appears choose Continue.

4. At the top of the right frame, choose Install and select Install in Background.

5. On the Install Business Content in the Background dialog box choose Yes.6. If the system prompts you for a workbench request enter the appropriate request number or create a new request.

7. In the Information dialog box choose Enter.

Result

You have started a background job for activating the Queries. When the job finishes successfully, the selected queries are active. Check the status of the background job using transaction SM37.

3.1.5 Activating Business Content: Web Templates

This activity has to be carried out in the BW system.

8. To activate Business Content: Web Templates, choose:



Then carry out the following steps:


a. At the top of the right frame, choose Grouping and select Only Necessary Objects.



d. In the middle frame, expand 3.x Types -> Web Template (Format SAP BW 3.x) and double-click Select Objects.

10. Select all the Web Templates from the table below (and any further Web Templates you might want to activate).a. Choose Transfer selections.

b. If a dialog box Exceeded runtime when collecting objects appears choose Continue.

11. At the top of the right frame, choose Install and select Install in Background.

12. On the Install Business Content in the Background dialog box choose Yes.13. On the Prompt for transportable Workbench request dialog box, choose or create a request number and Enter.

14. In the Information dialog box choose Enter.

Web Templates to be activated:

TitleTechnical Name

Lead Won/ Lost Analysis0TPLI_0MKTG_C01_Q7001_01

Lead Duration Analysis0TPLI_0MKTG_C01_Q7001_02

Lead Origin Analysis0TPLI_0MKTG_C01_Q8002

Lead Status Analysis0TPLI_0MKTG_C01_Q8001_V01

All templates that start with 0TPL_BAP0TPL_BAP*

If you have already activated the templates that start with 0TPL_BAP in another Building Block, you do not have to activate them again.

ResultYou have started a background job for activating the Web Templates. When the job finishes successfully, the selected Web Templates are active. Check the status of the background job using transaction SM37.

3.2 Loading Transaction Data (SAP BW)Use

This section describes the procedure for loading transaction data into SAP BW from SAP CRM.

Procedure

1. To load transaction data, choose:

SAP BW MenuModeling ( Data Warehousing Workbench: Modeling

Transaction CodeRSA1

2. On the Data Warehousing Workbench: Modeling view, look for the following InfoSources:

Lead Header Data (0CRM_LEAD_H)

Lead Item Data (0CRM_LEAD_I)

a. Open the InfoSources tree until you reach the level of the DataSource level.

In case there is no DataSource assigned to the InfoSource carry out the following steps.

i. From the context menu choose Create Transformation.ii. In the : Create Transformation dialog box, enter the source of the Transformation in the corresponding field of Object Type (eg DataSource), Name and Source System. Choose Create Transformation.

iii. In the Create Transformation screen choose Activate.b. Choose Create Info Package from the context menu.

c. In the Create InfoPackage dialog box there should be one DataSource assigned with the same name as the InfoSource. Make the following entries:

FieldEntry

InfoPackage descriptionEnter a description

d. Select the DataSource.

e. Choose Save.3. On the Scheduler (Maintain InfoPackage) view:

a. Choose the Processing tab and make the following entries:

FieldEntry

Only PSAX

b. Choose the Data Targets tab and make the following entries:

FieldEntry

Update in all data targets for which active rules existX

c. Choose the Update tab. Here you have the following options for the update mode:Update ModeDescription

Full UpdateA full update requests all data that corresponds to the selection criteria you determined in the Scheduler. If you load data the first time and you want to load all existing data into BW, choose update mode Full update

Delta UpdateA delta update only requests data which has appeared since the last loading of data from the DataSource. Choose this update mode for periodic upload of transaction data. A delta update is only possible for loading from SAP source systems.Before you can request a delta update, you must first initialize the delta process (see next table row).

Initialize delta process

Actually this is an indicator for the source system that from now on only newly created or changes/deletions of transaction data are to be transferred to SAP BW.To request deltas, you need to have initialized the delta process.

The delta process is initialized when a data loading request with update mode Initialize delta process has been executed successfully. Then it has the status green in the Data Warehousing Workbench monitor. If there is no data found in the source system the request remains with status amber!To make sure that the request is executed successfully even if there is no data yet in the source system select the checkbox Initialize Without Data Transfer!

d. Choose the appropriate update mode. We recommend to also select the Always update data, even if no master data exists for the data button.

The update mode refers only to the data that meet the selection criteria that you insert on the Data Selection tab.

e. Choose the Schedule tab and make the following entries:

FieldEntry

Start data load immediatelyX

f. Choose Start (Execute).

For testing purposes start the job immediately.In productive BW systems you should start the job later in the background.

Scheduling Data Upload Periodically

Open the InfoPackage you have created.

On the Schedule tab make the following entries:

i. Choose the radio button Start Later in Background. ii. In the Start time dialog box choose Date/Time.

iii. Enter the Scheduled start date and time.

iv. Choose Period values.

v. In the Period Values dialog box choose the preferred time interval and choose Save.

vi. In the Start time dialog box choose Save.

vii. In the Periodic Processing screen area, enter the number of days after which you want to cancel the job or choose Do not cancel job.

You can subsequently change the scheduling by choosing the Scheduling Options button.

Once the data is loaded into the PSA, it needs to be subsequently loaded to DataStore Objects if any and then to the Infocube mentioned in this guide, using DTP (Data Transfer Process).

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B72 CRM Marketing Analysis.doc

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