SAP CRM Web UI

Course Content Unit 1: Introduction to CRM Web UI UI Elements Personalization Unit 2: Business Roles Business Role Overview Business Role & Authorization Concept Unit 3: Navigation Bar Navigation Bar Customizing Transaction Launcher Customizing Unit 4: Architecture UI Components Generic Interaction Layer and Business Object Layer Unit 5: UI Configuration UI Configuration Design Layer Unit 6: Extensibility Tools Easy Enhancement Workbench Application Enhancement Tool Unit 7: Component Enhancement Concept Component Enhancement

b) Transaction Launcher Customizing Unit 2: Navigation Bar a) Navigation Bar Customizing b) Transaction Launcher Customizing

Navigation Bar: Terminology

Steps of Navigation Bar Customizing General Definition of all single available Navbar entries. Group different Logical Links as Work Center Link Groups Group single Link Groups as Work Centers Group different Logical Links as Direct Link Groups Do Navigation Bar specific Customizing Define Navigationbar Profile, which gets assigned to a Business Roles The step numbering relates to the scenario runtime. Reverse sequence at design time.

Logical Links Types of links Link: opens a CRM application, which can be a search or a creation page. Work Center: opens a work center page Launch transaction: Via the transaction launcher you can integrate other web based applications such as BSP’s, BOR Objects or any page that can be accessed via a URL BI Report: You can define logical links for any existing BI Report There are four different types of links that can be integrated to the Navigation Bar Link: opens a CRM application, which can be a search or a creation page. Work Center: opens a work center page Launch transaction: Via the transaction launcher you can integrate other web based applications such as BSP’s, BOR Objects or any page that can be accessed via a URL BI Report: You can define logical links for any existing BI Report

Work Center Link Groups The groups are structured in three types: Create Search Reports.

Work Center Examples of Work Centers: Marketing Activities Sales Cycle Billing Work Centers contain one or more Work Center Link Groups Examples of Work Centers: Marketing Activities Sales Cycle Complaints & Returns Billing Work Centers contain one or more Work Center Link Groups

Direct Link Groups Direct Link Groups contain Logical Links. Direct Link Groups can be used to provide Quick Create links Links that call external applications (e.g. via Transaction Launcher) Direct Link Groups contain Logical Links. Direct Link Groups can be used to provide Quick Create links Links that call external applications (e.g. via Transaction Launcher)

. Navigation Bar Profile – Assigned WorkCenters A Navigation Bar profile usually contains several Work Centers. In Business Role Customizing it is possible to deactivate a number of Work Centers.

Navigation Bar Profile - Assigned Direct Link Groups A Direct Link Group contains one or more Logical Links. It is possible to define the order in which Direct Link Groups should be displayed.oup gets displayed at the bottom of navigation bar by default.

Nav.-Bar and Business Role Customizing Navigation Customizing Tx: CRMC_UI_NBLINKS A. Shared Lists of all Links, Work Centers, … NavBar Profiles that are separating the Links, Work Centers, … (for example for IC and UIU) B. Business Role Customizing Tx: CRMC_UI_PROFILE Within the navigation bar customizing you have access to shared lists of all logical links, work centers, work center link groups and direct link groups. The navigation bar profiles are collections of logical links, work centers, work center link groups and direct link groups and is assigned to a business role. Work center group links and direct group links can be activated and deactivated within the business role. So you can assign the same navigation bar profile to different business roles and have different screen appearances though. Business Roles with assigned NavBar Profiles D. Filtering: which NavLinks, WorkCenters … are relevant for this Role C. E. Assign to OrgUnits via InfoType 1263 “Business Role” F. Further Filtering via PFCG Roles (Authorizations)

External URLs which are defined in URL repository Introduction Transaction Launcher With Transaction Launcher you can integrate Calls of: External URLs which are defined in URL repository WebGui Transaction of another SAP System with available ITS Following slides will give a detailed description how to use Transaction Launcher and which steps are necessary to include a Transaction Launcher Call within CRM 2007 WebClient UI

Transaction Launcher: Types The transaction Launcher can be used to launch URLs and 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: CRMS_IC_CROSS_SYS To launch an URL the URL has to be defined in the URL repository first: View: CRMV_IC_LTX_URL The transaction Launcher can be used to launch URLs and 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: CRMS_IC_CROSS_SYS To launch an URL the URL has to be defined in the URL repository first: View: CRMV_IC_LTX_URL

Demo 1: Launch GUI Transaction Preparation: Create BOR object type 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 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

Demo 1: Launch GUI Transaction Preparation: Create BOR object type Configuration Set in the method EXECUTE the flag ‚Synchronous‘ Configuration Set in the method EXECUTE the flag ‚Synchronous‘

Demo 1: Launch GUI Transaction Preparation: Create BOR object type Configuration Set in the method EXECUTE the flag ‚Synchronous‘ Generate the object Configuration Set in the method EXECUTE the flag ‚Synchronous‘ Generate the object

Demo 1: Launch GUI Transaction Define Logical system and assign ITS URL Configuration Transaction: CRMS_IC_CROSS_SYS URL of ITS: http://<server>:<port>/sap/bc/gui/sap/its/CRM_CIC_RABOX/!?sap-client=<client> Configuration Transaction: CRMS_IC_CROSS_SYS URL of ITS: http://<server>:<port>/sap/bc/gui/sap/its/CRM_CIC_RABOX/!?sap-client=<client>

Demo 1: Launch GUI Transaction Launcher Wizard Configuration IMG: Customer Relationship Management > UI Framework > > Technical Role Definition > Configure Transaction Launcher or transaction: CRMC_UI_ACTIONWZ Enter an ID (don‘t use the F4-help) Configuration IMG: Customer Relationship Management > UI Framework > > Technical Role Definition > Configure Transaction Launcher or transaction: CRMC_UI_ACTIONWZ Enter an ID (don‘t use the F4-help)

Demo 1: Launch GUI Transaction Transaction Launcher Wizard Configuration Enter a description Enter a class name (don‘t use the F4-help): ZCL_<name> Flag ‚Stateful‘, if the URL should be launched in a new window Configuration Enter a description Enter a class name (don‘t use the F4-help): ZCL_<name> Flag ‚Stateful‘, if the URL should be launched in a new window

Demo 1: Launch GUI Transaction Transaction Launcher Wizard Configuration Choose Transaction Type = BOR Transaction Choose the BOR Object type you created Choose EXECUTE Configuration Choose Transaction Type = BOR Transaction Choose the BOR Object type you created Choose EXECUTE

Demo 1: Launch GUI Transaction Transaction Launcher Wizard Configuration ChooseParameter: Object Key Value: <transaction code> Configuration ChooseParameter: Object Key Value: <transaction code>

Demo 1: Launch GUI Transaction Integrate the Transaction into your NavBar Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create an new Logical Link Type: C Launch Transaction Target ID: EXECLTX Parameter class: CL_CRM_UI_LTX_NAVBAR_PARAM Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create an new Logical Link Type: C Launch Transaction Target ID: EXECLTX Parameter class: CL_CRM_UI_LTX_NAVBAR_PARAM

Demo 1: Launch GUI Transaction Integrate the Transaction into your NavBar Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create a new Direct Link Group and assign the logical link to it Assign the Direct Link Group to your Navigation Bar Profile IMG: Customer Relationship Management > Business Role > Define Business Role > Set the link to visible Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create a new Direct Link Group and assign the logical link to it Assign the Direct Link Group to your Navigation Bar Profile IMG: Customer Relationship Management > Business Role > Define Business Role > Set the link to visible

Demo 1: Launch GUI Transaction GUI Transaction in Navigation Bar Example: Provide a new Direct Link group with the Transaction as a Direct Link This it what it could look like when GUI transaction call provided in navigation bar.

Demo 2: Launch URL Launch URL The transaction Launcher can be used to launch URLs and BSPs / BOR transactions from other systems. A mapping of the logical systems is required: Transaction: CRMS_IC_CROSS_SYS To launch an URL the URL has to be defined in the URL repository first: View: CRMV_IC_LTX_URL The transaction Launcher can be used to launch URLs and BSPs / BOR transactions from other systems. A mapping of the logical systems is required: Transaction: CRMS_IC_CROSS_SYS To launch an URL the URL has to be defined in the URL repository first: View: CRMV_IC_LTX_URL

Define URL in URL repository Configuration Transaction: SM30 View: CRMV_IC_LTX_URL Maint URL repository. Configuration Transaction: SM30 View: CRMV_IC_LTX_URL

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

Transaction Launcher Wizard Configuration Enter a description Enter a class name (don‘t use the F4-help): ZCL_<name> Flag ‚Stateful‘, if the URL should be launched in a new window Configuration Enter a description Enter a class name (don‘t use the F4-help): ZCL_<name> Flag ‚Stateful‘, if the URL should be launched in a new window

Transaction Launcher Wizard Configuration Choose Transaction Type = URL Transaction Choose the URL ID you defined in the URL repository Configuration Choose Transaction Type = URL Transaction Choose the URL ID you defined in the URL repository

Integrate the URL into your NavBar Example 1: Provide a new Direct Link group with the URL as a Direct Link This it what it looks like when URL call provided as direct link in navigation bar.

Integrate the URL into your NavBar Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create an new Logical Link Type: C Launch Transaction Target ID: EXECLTX Parameter class: CL_CRM_UI_LTX_NAVBAR_PARAM Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create an new Logical Link Type: C Launch Transaction Target ID: EXECLTX Parameter class: CL_CRM_UI_LTX_NAVBAR_PARAM

Integrate the URL into your NavBar Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create a new Direct Link Group and assign the logical link to it Assign the Direct Link Group to your Navigation Bar Profile IMG: Customer Relationship Management > Business Role > Define Business Role > Set the link to visible Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create a new Direct Link Group and assign the logical link to it Assign the Direct Link Group to your Navigation Bar Profile IMG: Customer Relationship Management > Business Role > Define Business Role > Set the link to visible

Integrate the URL into your NavBar Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create a new Work Center Link Group and assign the Logical Link (see slide 8) Assign the Work Center Link Group to a Work Center IMG: Customer Relationship Management > Business Role > Define Business Role > Set the Group to ‚In menu‘ and ‚In Work Center‘ Configuration IMG: Customer Relationship Management > UI Framework > Technical Role Definition > Define Navigation Bar Profile Create a new Work Center Link Group and assign the Logical Link (see slide 8) Assign the Work Center Link Group to a Work Center IMG: Customer Relationship Management > Business Role > Define Business Role > Set the Group to ‚In menu‘ and ‚In Work Center‘