1. SAP CRM Web UI

2. 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

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

4. Navigation Bar: Terminology

5. 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.

6. 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

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

8. 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

9. 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)

10. . 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.

11. 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.

12. 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)

13. 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

14. 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

15. 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

16. 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‘

17. 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

18. Demo 1: Launch GUI Transaction Define Logical system and assign ITS URL
Configuration
Transaction: CRMS_IC_CROSS_SYS
URL of ITS:
Configuration
Transaction: CRMS_IC_CROSS_SYS
URL of ITS:

19. 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)

20. 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

21. 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

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

23. 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

24. 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

25. 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.

26. 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

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

28. 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)

29. 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

30. 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

31. 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.

32. 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

33. 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

34. 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‘