b72-crm marketing analysis

SAP BW 7.02

December 2011

English

B72: CRM Marketing Analysis

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices CRM Marketing Analysis: Configuration Guide

Copyright

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Icons

Icon Meaning

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Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, Transaction Codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

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EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Content

1 Use................................................................................................................................. 5

2 Prerequisites..................................................................................................................5

3 Configuration..................................................................................................................5

3.1 Activating Business Content....................................................................................5

3.1.1 Assigning Source System for Business Content Activation.............................5

3.1.2 Activating Business Content: DataStore Objects............................................6

3.1.3 Activating Business Content: InfoCube...........................................................7

3.1.4 Activating Business Content: Queries.............................................................7

3.1.5 Activating Business Content: Web Templates.................................................8

3.2 Loading Transaction Data (SAP BW)......................................................................9

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CRM Marketing Analysis: Configuration Guide

1 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 CRM

2. 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 Activation

Carry out the following steps in SAP BW.

UseWhen 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 transfer rules 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 transfer rules, 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.

Procedure1. To assign the required source system for business content activation, choose:

SAP BW Menu Modeling Data Warehousing Workbench: Business Content

Transaction Code RSORBCT

2. On the Data Warehousing Workbench: Business Content view choose Edit Source System Assignment.

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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 In 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_DS01 CRM Lead Header Data

0MKT_DS02 CRM 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.


ResultYou 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.

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

Procedure1. To activate Business Content InfoCubes choose:




a. At the top of the right frame, choose Grouping and select In 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.


4. In the Install business content in the Background dialog box choose Yes.

5. In the Information dialog box choose Continue.

6. Choose Exit.


ResultYou 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: QueriesCarry out the following steps in SAP BW.

Procedure1. To activate Business Content Queries, choose:



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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_C01

c. Choose Transfer.

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


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.

ResultYou 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 TemplatesThis activity has to be carried out in the BW system.

1. 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 Web Template (Format SAP BW 3.x) and double-click Select Objects.

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3. 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.


5. On the Install Business Content in the Background dialog box choose Yes.

6. On the Prompt for transportable Workbench request dialog box, choose or create a request number and Enter.

7. In the Information dialog box choose Enter.

Web Templates to be activated:

Title Technical Name

Lead Won/ Lost Analysis 0TPLI_0MKTG_C01_Q7001_01

Lead Duration Analysis 0TPLI_0MKTG_C01_Q7001_02

Lead Origin Analysis 0TPLI_0MKTG_C01_Q8002

Lead Status Analysis 0TPLI_0MKTG_C01_Q8001_V01

All templates that start with 0TPL_BAP 0TPL_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)

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

Procedure1. To load transaction data, choose:

SAP BW Menu Modeling Data Warehousing Workbench: Modeling

Transaction Code RSA1

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.

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

i. Choose a right mouse click on the InfoSource.

ii. From the context menu choose Additional Functions Create Transfer Rules.

iii. In the <…>: Assign Source System dialog box, enter the source system in the corresponding field and choose Transfer.

iv. In the Available DataSources dialog box, mark the checkbox of the DataSources you want to assign and choose Copy.

v. In the Save Changes? dialog box, choose Yes.

vi. On the InfoSource <…> Change 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:

Field Entry

InfoPackage description Enter 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:

Field Entry

PSA and then into data targets (packet by packet)

X

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

Field Entry

Update in all data targets for which active rules exist

X

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

Update Mode Description

Full Update A 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 Update A 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 To request deltas, you need to have initialized the delta process.

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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.

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:

Field Entry

Start data load immediately X

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.

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