SAP CRM Web Client UI_CRM 7.0_Short Notes

8/16/2019 SAP CRM Web Client UI_CRM 7.0_Short Notes

1/6

SAP Web client User interface: CRM 7.0

Some important Shot notes:1. Main Screen Areas: The L-Shaped always stays fix so the user always has access tocommon functionality and never gets lost. Its content can be configured as Business-ole dependent.

!.

Overview of the Web U pa!e:". "ea#er Area: #lso called $lobal %unction #rea. It consist of

a. Personali$e& $eneric personali'ation options (g. )hange passwordb. "elp Center & *ffers direct access to B+, business user documentsc. S%stem &ews& /rovides access to general system messagesd. Central Search& ,isplays Saved searches0 Simple searchese. 'o! off & logs you off

. &avi!ation Area ( &avi!ation )ar & It includesa. #pplications search launchesb. +L lin2c. BI reports and analysis S#/ 3et4eaver

d.

Transactions in other systems

I. %irst Level 3avigation (ntries&o 5ome

o 4or2 list

o )alendar

o eports

o Business-ole specific wor2 centers

II. Second Level 3avigation (ntries&o Lin2s to most fre6uent search pages

o *pens via a clic2 and vanishes automatically after the selection

Wor* Centers: It is a flexible grouping of application and information that logically belong to eachother from the viewpoint of a business role./ersonali'ation of the 4or2 )enter can be done in 3avigation Bar /rofileS/*-I7$-)7-+I %ramewor2-Business ole-Logical Lin2s& are of Types&

a. Lin2b. 4or2 )enter c. Launch Transactiond. BI eport

Create Area( +,ic* Create Area( -irect 'in* ro,ps& It contains fre6uently used applications by theuser. It allows users to start a creation of an ob8ect of an ob8ect 6uic2ly9 no matter where the user is

located in the S#/ )7 application at the moment.This are is freely configurable per Business-ole.This are can be personali'ed by the +ser.

a #ppointmentsb (mailc Tas2d Business-ole specific lin2s

/ersonali'ation of the ,irect Lin2 $roups can be done in 3avigation Bar /rofileS/*-I7$-)7-+I %ramewor2-Business ole-

Recent tems: It allows the user to navigate to the items that he has wor2ed on most recently withone clic2.This area is configured per Business-ole.This number of entries can be changed up to 1:. The personali'e settings can be done by the uservia /ersonali'e-/ersonali'e 3avigation Bar-ecent Items (drop down)


2/6

;. "ome Pa!e:The 5*7( page provides&

a. 7y appointments Todayb. 4or2flow Tas2sc. 7y *pen Tas2s

d.

#lertse. 7y Saved Searches

The 5*7( page can be configured per Business-ole. #vailable content and screen structure can be personali'ed by the user. (.g. ,rag < ,rop.

=. WOR/'S pa!e:

>. CA'1&-AR pa!e&a # graphical overview of today?s appointmentsb Switching between daily9 wee2ly and monthly views

c

Switching to a colleagues calendar.d /rovides an overview of the next ! monthse /rovides a list of open tas2s.f /rovides an option to directly create an appointment from the daily view.

@. 1MA' &)O2 pa!e&

A. WOR/ C1&1R& The wor2 center page is opened by choosing the %irst-Level navigationentry directly9 without selecting any specific Second-Level entry9 belonging to the respective wor2center.

a

Searchb )reatec eports

30. R1PORS41ntr% Pa!e& /rovides a list of reports and analysis grouped by business topics. It canhave second-level navigation entry providing direct access to important analysis ordashboards. BI )ontent

)7 Interactive reports)7 #nalytics)onfigured per Business-ole

11. S1ARC" PA1S&a Search )riteria #reab

Search esult List #reaThe table graphic is a feature available for every table9 but especially in the search result list itprovides a perfect facilitation option to understand patters and schemes behind the found searchresults in a graphical manner.SPRO5M5CRM5U 6ramewor*5echnical Role -efinition5-efine Parameters/ossible parameter values are& #SSI$37(3TBL*)CS(#)5(S+LTC adobe flash is re6uired #vailable search criteria can be controlled bySPRO5M5CRM5U 6ramewor*5echnical Role -efinition5-efine Central Search

Dou can use the CRM ES Modeling Workbench to connect )7 business ob8ects to S#/ 3et4eaver(nterprise Search.Dou can access CRM ES Modeling Workbench via

SAP M1&U5Architect,re an# echnolo!%51nterprise Search nte!ration5ools


3/6

1!. OP: Over iew Pa!e

#ssignment bloc2s capabilities are available in single )olumn and tile layout. 7ain *E/ (lements Fo 4or2 #rea Title

o 4or2 #rea Tool Bar

o

/ersonali'ationo %orm Eiew

o 5eader #rea

o #B Tool bar

o Table

o #ssignment Bloc2s

3on-Interactive )enter in a tile layoutSPRO5M5CRM5U 6ramewor*5U 6ramewor* -efinition5 Re!ister Overview Pa!es for ile'a%o,t

5ierarchies& +sed for navigation or simply to display related information in a structured format. (.g.&*rg 7odelC Installed BaseC /roduct 5ierarchiesC #ccount 5ierarchies)SP Application: CRM8U8SAR

-escription: CRM WebClient UStart Pa!e: #efa,lt.htm

SU9 Create a User SU03 User Master -ataCRMC8U8PRO6'1 -efine a ),siness RoleCRMC8U8&)'&/S -efine &avi!ation )ar 'in*s)SP8W-8CMPW) Component Wor* )ench

39. Personali$ation Pa!e&To enable the configuration mode the user needs a specific administration authori'ation. +sing theconfiguration mode it is possible to start the new configuration and the %#)T S5((T configurationdirectly from the )7 4eb)lient.

4eb Lin2s4idgets)7 %eeds& stay up-to-date with your wor2 wherever you are.

3. ransaction 'a,ncher F Dou can add external application to the )7 4eb)lient +I by using theTransaction Launcher and S#/ ITS.S - Internet Transaction Server& These include

a. 4eb Sites of your choiceb. Transaction in an (/ systemc. #dministration transactions in the )7 System +se function 2ey of your 2eyboard G%!? to display the technical information for the component. #uthori'ation *b8ect& )7)*3%7*, controls whether user can activate the configuration

mode.

1;. ),siness Roles& Dou can generate a portal role from your business role by creating an H7L file of your business role

and importing this H7L file to S#/ 3et4eaver /ortal. Dou generate an H7L file of your business role in customi'ing by choosingSPRO5M5CRM5U

6ramewor*5Portal nte!ration5Uploa# ),siness Role %or more complex +I changes the Component 1nhancement Concept can be utili'ed. Business ole are maintained in customi'ing&

SPRO5M5CRM5U 6ramewor*5),siness Role5-efine ),siness Role Business ole is assigned to an *rgani'ation +nit or to a /osition.a. //*7#)7 select your org modelb. Select the position to which you want the Business ole to be assigned

c.

)lic2 on $oto in the main menu bar d. )lic2 on enhance ob8ect


4/6

e. Select JBusiness oleK and clic2 createf. #ssign your Business oleg. Save Business ole can be assigned to the +ser also ina. T)& S+"b. Select /arameter Tab page

c.

Insert /arameter I, )7+I/rofiled. $ive a description and assign your Business ole.

1=. A1 F #pplication (nhancement Tool has been introduced t enhance )7 applications. Dou canuse this tool to Search for enhancements and to display9 )reate9 )hange9 or ,elete enhancements.The component 4or2bench does not allow to launch #(T. Dou can ma2e new fields created via #(Tavailable for the following system or applications only&

i. Business Intelligence reporting BIii. )7 interactive reporting as characteristic or ey %igureiii. 0" adapter )7 7obile Synchroni'ed B,oc

1>. 11W) - (asy (nhancement 4or2bench& It is a development tool that can be used to enhanceS#/ #pplications Business *b8ects.

4i'ards are used in the wor2bench to define customer enhancements of business ob8ects. Thismeans that the user without #B#/ 2nowledge can also ma2e enhancements to the standard S#/system.

The technical composition of an enhancement created with the ((4B is no different from the oncecreated manually. In both cases transportable #B#/ ob8ect are created and the same customerexists9 business transaction events or B#dIS are implemented.

The only difference is the way that the re6uired ob8ects are created. In most cases the enhancement applies to all system. (.g.& when you enhance a business ob8ect in

)79 the data exchange to other system B,oc is also ad8usted. The system landscape must be configured appropriately for cross-system generation.

1@. ),siness Role C,stomi$ation:

)ontains ; /rofiles&a. ole )onfiguration eyb. 3avigation Bar /rofilec. Layout /rofiled. Technical /rofilee. %unctional /rofilef. /%)$

1A. Role Confi!,ration /e%& )ustomer specific ad8ustments to the +I can be performed using a roleconfiguration 2ey.U Confi!,ration ool&Dou can use the +I )onfiguration tool to configuration tool to configure views and pages that aremade up of different views. These include&

a. %orm Eiews

b.

Tables and 5ierarchiesc. Search /agesd. *verview /agese. Start /ages and 4or2 )enters

Typical changes include&b. #dding and removing fieldsc. )hanging the item of fieldsd. #dding headerse. (diting fields properties eg& re6uired entry fields0mandatoryf. )onfiguring search criteriag. )onfiguring result listh. ,isplaying assignment bloc2s direct9 la'y )reation of a ole )onfiguration ey

#ssignment of ole )onfiguration ey to Business ole SPRO5M5CRM5U 6ramewor*5echnical Role -efinition5-efine Role Confi!,ration /e%


5/6

# ole )onfiguration ey can be assigned to one or more Business-oles.

!:. 'a%o,t Profile&a. 5eader #rea& It is static9 non-scrolling area on top of the screen. (g& Logo #rea9 $lobal %unction

#rea and others.

b.

%ooter #rea& It is non-scrolling area at the bottom of the page.c. /icture #rea&d. 7enu #rea&e. Shortcut #rea& SPRO5M5CRM5U 6ramewor*5),siness Role5-efine 'a%o,t Profile SPRO5M5CRM5U 6ramewor*5echnical Role -efinition5-efine 'a%o,t Components


6/6

B,A> F #ssign %) destination to Logical System

SAP Men,5nteractive Center WebClient5A#ministration5S%stem Parameters5-efineransaction 'a,ncher 'o!ical s%stems an# UR'=sSPRO5M5CRM5U 6ramewor*5echnical Role -efinition5ransaction 'a,ncher5Confi!,reransaction 'a,ncher

SAP CRM Web Client UI_CRM 7.0_Short Notes

Documents

Transcript of SAP CRM Web Client UI_CRM 7.0_Short Notes