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TRANSCRIPT
CRM WEB CLIENT UI
Business Roles
SPRO >> Customer Relationship Management >> UI Framework >> Business Roles >>
1. Overview SPRO >> Customer Relationship Management >> UI Framework >> Business Roles >> Overview
You can use a business role to control the navigation bar, logical links, and user authorizations.
Relationships of Business Roles
A business role depends on the following relationships:
• To the navigation bar profile in which you define all links that are available on the different work center pages, on the Home page, on report pages and in direct link groups. To define the links, use the IMG activity Define Navigation Bar Profile. In the IMG activity Define Business Role, you can change or hide links and work centers that are defined in the navigation bar profile assigned to a business role.
• To the organizational unit in the organizational model. To assign organizational units to users, use the IMG activity Define Organizational Assignment. The organizational model is also used to assign business roles to users. Via the same organizational unit, user and business role are directly related.
• To the authorization role via the PFCG role defined in the IMG activity Define Authorization Role.
Assignment of Users to Business Roles
You can assign a user to a business role by using one of the following options:
• Assign user and business role to the same organizational unit. This is the recommended approach.
• Assign a user to the authorization role, which is assigned to the business role, as used in Partner Channel Management.
Working with Business Roles
The following two approaches to working with business roles are described below:
• Use existing business roles • Copy existing business roles
Use Existing Business Roles
We recommend that you use this approach if you want to use an SAP standard role without making any changes in the navigation bar profile. In this case, proceed as follows:
1. Select the business role you want to use. For more information about the business roles in the SAP standard system, see Define Business Role.
2. Define authorizations for the selected business role in the IMG activity Define Authorization Role. For more information about how you define authorization roles, see Use Existing Roles in the Activities section.
Copy Existing Business Roles
We recommend that you use this approach if you want to change the navigation bar profile of your business role. In this case, first copy the business role and the related authorization role.
Proceed as follows:Copy one of the SAP standard authorization roles in the IMG acitivity Define Authorization Role.
1. Carry out the following steps in the IMG activity Define Business Role: a) Copy the business role to your own namespace. b) Assign the copied authorization role to the new business role and copy all dependencies when you are asked by the system. c) Display or hide work centers and link groups of the navigation bar profile assigned to the copied role.
2. Define authorizations for the new business role in the IMG activity Define Authorization Role.
2. Define Business Role
SPRO >> Customer Relationship Management >> UI Framework >> Business Roles >> Define Business Roles
Use
In this Customizing activity, you can copy existing business roles or create and define new business roles.
You can use this function to:
• Assign function profiles • Adjust work centers • Adjust work center group links • Adjust direct link groups • Define keyboard shortcuts • Adjust central search objects
Notes
The settings for work centers, work center group links, direct link groups, and direct links overwrite the settings in the navigation bar profile.
Requirements
You have defined the configuration key in the IMG activity Define Role Configuration Key.
You have defined the authorization role in the IMG activity Define Authorization Role.
You have defined the logical links, the work center group links, direct link groups, and the navigation bar profiles in the IMG activity Define Navigation Bar Profile.
Default Settings
As of SAP CRM 7.0, standard CRM WebClient business transactions have been integrated into the interaction center (IC) by default and replace some of the IC-‐specific business transactions that existed in previous releases. If you prefer to continue using the IC-‐specific business transactions, you can customize the IC to include them instead. For more information, see SAP Solution Manager.
You can integrate functions of a communication management software (CMS) into SAP CRM business roles. You can make the settings for CMS integration in Customizing for Customer Relationship Management under Basic Functions -‐> Communication Management Software Integration.
Activities
Create Business Role
If you want to change an existing role, you need to copy it first. Afterwards, you need to define the following settings:
• Profile type You can choose between CRM WebClient business role, IC WebClient business role, CRM On-‐Demand business role, no classification.
• Description • Role configuration key • Navigation bar profile • Layout profile • Technical profile • Authorization role • Specific help context
This parameter defines the application help that is started when you click the active help ID on the corresponding page in the CRM WebClient UI. To display the application help of the business roles in Partner Channel Management, enter the help context PARTMAN in this field. If no application help for Partner Channel Management is found, the standard application help is started instead; therefore, you need to select the checkbox Specific Help Fallback. You can use parameter BSP_WD_SHOW_HELPID = X to display the help ID on the pages. Choose System -‐> User Profile -‐> Own Data -‐> Parameters to enter this parameter.
• Specific help fallback This parameter defines that the standard application help that is started if no link to the application help of the business roles in Partner Channel Management can be found.
Assign Function Profiles
You can assign function profiles to business roles. For more information, see Define Function Profile.
Adjust Work Centers
You can rename work centers on business role level and change the sorting of work centers in the navigation bar of a selected business role. You can assign icons to work centers that are displayed in the navigation bar of the selected business role in the CRM WebClient UI.
If the work center is to be made invisible in the navigation bar, choose the Inactive indicator.
Adjust Work Center Group Links
You can rename work center group links on business role level. If the link is to be made visible as the second level menu entry of the work center in the navigation bar, choose the In Menu indicator. If the link is to be shown on the work center page, choose the Visible indicator.
Adjust Direct Link Groups
You can rename direct link groups on business role level and define the position of a direct link group in the navigation bar. You can assign icons to a direct link group that are displayed in the navigation bar in the CRM WebClient UI.
If the direct link group is to be made visible in the navigation bar below the work centers, choose the Visible indicator.
If a single direct link is to be made visible in the direct link group, choose the Visible indicator.
You can change the position of direct link groups and of single direct links within a direct link group.
You can assign icons to direct link groups and also to direct links. These icons are displayed in the navigation bar of the CRM WebClient UI.
Define Keyboard Shortcuts
You can use keyboard shortcuts to set focus to any area, such as header area or navigation bar, and to navigate to other views or components. These shortcuts depend on your business role and are the same for every user working with this role. They are available on the central personalization page in the CRM WebClient UI.
You can define shortcuts for the following UI operations:
• Navigation operations which means navigation to any view or component using a logical link
• Focus operations which means setting focus to any area on the UI
To define a shortcut for a UI operation, make the following entries under Keyboard Shortcuts:
• ID Technical ID of the UI operation (either logical link ID or ID of focus target)
• Type Technical classification of the UI operation: navigation link, work center, setting focus) Description Description of the UI operation
• Indicators Alt, Ctrl, Shift, and Esc Specifies whether the pushbutton is used in the shortcut.
• Key Specifies the key used in the shortcut; if not shortcut is defined, the key is <No Shortcut>.
In the standard system, the following settings are delivered for every business role:
• Navigation shortcuts All direct links and work centers that are part of the business role are included in the standard system; however, no standard shortcuts are defined for navigation; the user can define his own navigation shortcuts in the central personalization for all UI operations that have been defined in Customizing.
• Focus shortcuts The following focus shortcuts are part of every businss role:
ID Type Description Key
FOCUS01 Set Focus Focus on header area Alt+1
FOCUS02 Set Focus Focus on navigation bar Alt+2
FOCUS03 Set Focus Focus on create links Alt+3
FOCUS04 Set Focus Focus on work area Alt+4
FOCUS05 Set Focus Focus on work area toolbar Alt+5
FOCUS06 Set Focus Focus on current table toolbar Alt+6
FOCUS07 Set Focus Focus on current table paging area Alt+7
FOCUS08 Set Focus Focus on current table cells area Alt+8
FOCUS09 Set Focus Alternate focus horizontally between fixed and content colums Alt+9
FOCUS10 Set Focus Focus on header of key figure planning table Alt+0
FOCUS11 Set Focus Focus on previous screen grouping Alt+PageUp
FOCUS12 Set Focus Focus on next screen grouping Alt+PageDn
Note
You can define shortcuts for any logical link in the business role unless this link is not set to visible or deactivated in other areas of business role Customizing.
Adjust Central Search Objects
You can use this function to make objects that are used in the central search visible or not visible on business role level.
For more information about the central search, see Central Search.
3. Define Organization Assignment SPRO >> Customer Relationship Management >> UI Framework >> Business Roles >> Define Organization Assignment
Use
In this IMG activity, you can assign business roles to an organizational unit.
Activities
To assign a business role to an organizational unit, for example, to a user, proceed as follows:
Search For Organizational Unit
1. Search for the organizational unit to which you want to assign the business role. 2. Select the organizational unit in the hit list on the left. 3. Double-‐click the organizational unit or the position on the right.
Assign Business Role to Organizational Unit or Position
4. Choose Goto -‐> Detail object -‐> Enhanced object description. 5. Select Business Role in the Active tab page. 6. Click Create infotype. 7. Enter the business role
4. Define Authorization Role
SPRO >> Customer Relationship Management >> UI Framework >> Business Roles >> Define Authorization Role
Use
In this IMG activity, you can define authorization roles for business roles. Every authorization role contains a certain authorization profile (PFCG profile). To obtain the necessary authorizations for your business role, you need to perform the steps described below.
After the authorization profiles are generated, the corresponding business role has the required authorizations.
Requirements
Before you can start working with your business role, the following prerequisites must be fulfilled:
• You have created the necessary navigation bar profiles in the IMG activity Define Navigation Bar Profile. If you use or copy an existing business role, you can use the existing profiles.
• You have created the positions and assigned the business role to these positions in the IMG activity Define Organizational Assignment. You have also assigned the users to the right positions in this IMG activity.
• You have activated the trace function to determine all authorization objects. If you use or copy an existing business role, you do not need to run the trace. Note For more information about the initial setup of authorizations, see SAP Library under help.sap.com -‐> SAP R/3 and R/3 Enterprise -‐> SAP R/3 and R/3 Enterprise 4.70 -‐> SAP NetWeaver Components -‐> SAP Web Application Server -‐> Security -‐> Users and Roles -‐> First Installation Procedure and Upgrade Procedure.
• You have checked if the authorization role has been assigned to the corresponding business role in the IMG activity Define Business Role. In this IMG activity, you can find out which authorization role is assigned to each business role.
Default Settings
In the standard system, the following authorization roles are delivered:
• Authorization roles assigned to business roles (see Define Business Role) • SAP_CRM_UIU_FRAMEWORK (CRM Framework Role)
Activities
The following two approaches to working with business roles are described below:
• Use existing business roles
• Copy existing business roles
Use Existing Business Roles
If you want to use an existing business role, proceed as follows to select the appropriate authorization role:
1. Start transaction Upgrade Tool for Profile Generator (SU25). a) Choose Installing the Profile Generator -‐> Initially fill the customer tables.
All proposals for traces in the transaction Auth. Object Usage in Transactions (SU22) are copied to the customer namespace.
b) In transaction Auth. Object Check Under Transactions (SU24), verify the traces. Select Type of Application: External Service. Select Type of External Service: UIU_COMP. In the External Service field, enter: ' * '. In the Selection Result list, select any service at random by double-‐clicking it.
c) You can also maintain and change the standard values for specific traces in transaction Auth. Object Check Under Transactions (SU24).
2. Create the authorizations in the IMG activity Define Authorization Role. a) Select the authorization role SAP_CRM_UIU_*. b) Choose Change role. c) Choose tab page Authorizations. d) Choose Change Authorization Data.
Caution Make sure that the authorization object S_SERVICE is set to inactive. An active authorization object S_SERVICE could interrupt the profile generation.
e) Choose Generate and save your role. 3. Start report CRMD_UI_ROLE_ASSIGN with transaction ABAP Editor (SE38).
You use this report to assign authorization roles, based on the organizational assignments, to users.
a) Select a user or a user group. b) Select the Framework Authorization Role.
Do not change the technical name SAP_CRM_UIU_FRAMEWORK of this role. You only need to change the technical name if you have changed the name of the Framework Authorization Role. This role is a special role that is assigned to every user. It contains the authorizations that are necessary to use the CRM Framework.
c) Select one of the following options: • To start the update of the assignments, choose Update Role Assignments. • To start the report in simulation mode, choose Only Simulation. • To check the current assignments, choose Check Current Role Assignments.
d) Select the log level. The higher the log level, the more information is logged.
Copy Existing Business Roles
If you have copied an existing business role, proceed as follows to select the appropriate authorization role:
1. Start transaction Upgrade Tool for Profile Generator (SU25) and proceed as described in step 1 under "Use Existing Business Roles."
2. You need a separate authorization role for the business role that you have copied. You copy the delivered authorization role that corresponds to the business role or you create a new authorization role in this IMG activity.
3. Copy the business role in the IMG activity Define Business Role and use the authorization role created in step 2.
4. After you have completed the definition of your business role, for example, added or deleted links or work centers, start report CRMD_UI_ROLE_PREPARE with transaction ABAP EDITOR (SE38).
a) Select the business role that you created in step 3. Alternatively, you can directly select authorization roles that you created in step 2.
b) Select the language that is used for the authorization menu entries. c) Select the log level. The higher the log level, the more information is logged.
A file is created and saved on your computer in the SAP working directory. If you are working with Microsoft Windows XP, this file is saved in c:\Documents and Settings\<User ID>\SapWorkDir\. Notes This report cannot be run in batch mode, nor used for multiple business or authorization roles.
5. To import the locally saved file to your authorization role, use IMG activity Define Authorization Role.
a) Select the authorization role created in step 2. b) Choose Edit mode. c) Choose tab page Menu. d) Delete the existing role menu. e) Choose Import from file under Copy menus. f) Select the file that has the same name as the authorization role and the extension
.txt from the SAP working directory that you created in the previous step. The file is imported to your authorization role. To check if the file was correctly imported, verify the entries in the Role menu. For more information, see the documentation under Information in this IMG activity.
6. Create the authorizations with the IMG activity Define Authorization Role. a) Select the newly created authorization role. b) Choose Change role. c) Choose tab page Authorizations. d) Choose Change Authorization Data.
Caution Make sure that the authorization object S_SERVICE is set to inactive. An active authorization object S_SERVICE could interrupt the profile generation.
e) Choose Generate and save your role. 7. To start report CRMD_UI_ROLE_ASSIGN, use transaction ABAP Editor (SE38).
You use this report to assign authorization roles, based on the organizational assignments, to users.
a) Select a user or a user group. b) Select the Framework Authorization Role. Do not change the technical name
SAP_CRM_UIU_FRAMEWORK of this role. You only need to change the technical name if you have changed the name of the Framework Authorization Role. This role is a special role that is assigned to every user. It contains the authorizations that are necessary to use the CRM Framework.
c) Select one of the following options: To start the update of the assignments, choose Update Role Assignments. To start the report in simulation mode, choose Only Simulation. To check the current assignments, choose Check Current Role Assignments.
d) Select the log level. The higher the log level, the more information is logged. 8. Assign the new business role to an organizational unit or position in the IMG activity Define
Organizational Assignment.
Further notes
If you encounter any difficulties with authorizations at runtime, we recommend that you:
1. Check the user authorizations in the transaction Analyze User Buffer (SU56). 2. Compare users, if necessary, in the IMG activity Define Authorization Role. Proceed as
follows: a) Select an authorization role. b) Choose tab page User. c) Choose User comparison.
Assign Business Roles from Partner Channel Management
For Partner Channel Management, the following business roles and authorization roles are available:
• Business role 'CRM UIU Partner Manager' and authorization role 'SAP_CRM_UIU_CHM_PARTNERMANAGER'
• Business role 'CRM UIU Channel Manager' and authorization role 'SAP_CRM_UIU_CHM_CHANNELMANAGER'
If you want to assign the business roles to a user, the process is as follows:
1. The authorization roles are assigned to the business roles: • SAP_CRM_UIU_CHM_PARTNERMANAGER assigned to CRM UIU Partner Manager • SAP_CRM_UIU_CHM_CHANNELMANAGER assigned to CRM UIU Channel Manager
2. Assign the required authorization role and the generic Framework authorization role manually to the user in transaction User Maintenance (SU01):
• The authorization role for CRM UIU Partner Manager: SAP_CRM_UIU_CHM_PARTNERMANAGER
• The authorization role for CRM UIU Channel Manager: SAP_CRM_UIU_CHM_CHANNELMANAGER
• The generic CRM Role for UIU Framework: SAP_CRM_UIU_FRAMEWORK Note At runtime, the authorizations assigned to the user are important, independent from the business role.
3. The business role is identified at runtime via the authorization role that you have assigned to the user in transaction User Maintenance (SU01). You can also use the user parameter CRM_UI_PROFILE on the tab page Parameters in transaction User Maintenance (SU01). The technical name of the business role is the parameter value that needs to be assigned to the user parameter. PFCG
Technical Role Definition
SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >>
1. Define Navigation Bar Profile
SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Navigation Bar Profile
Use
In this IMG activity, you can define:
• Logical links for all pages • Groups for work center links
The work center menu is structured by using work center groups that define the individual links that are shown in a menu. A work center can have many groups assigned to it. You must assign links that are to be part of a work center group. Work center link groups do not appear on the UI. They are used to group links instead of assigning each link individually.
• Work centers You must define all links that are shown in the main area of the navigation bar as work centers. When work center groups are assigned, they become menus. If not, they are like any other link.A work center can have many different groups assigned. Groups can be reused. Links of assigned work center groups appear on the UI. Additionally, you can assign a link that starts automatically when you launch the work center page.
• Groups for direct links • Navigation bar profiles that contain work centers, direct link groups, work area
components, and generic outbound plug (OP) mappings. The navigation bar profile is assigned later to the business role. The profile name is to be specified as a value of the function profile
CRMUI_NAVBAR.
Note
You have defined the generic outbound plug (OP) mappings that are necessary to navigate from one object to another.
Default Settings
In the standard system, the following entries are delivered to make the UI Configuration Tool accessible in the CRM WebClient UI. These entries need to be assigned to a system administrator role.
• Logical Links: BSP-‐DLC-‐VC (View Configuration) and BSP-‐DLC-‐FC (Fact Sheet Configuration)
• Work Center Link Group: CT-‐ADM-‐SR • Work Center: CT-‐ADMIN
Activities
Create Links in the Menu Area
To create an entry in the menu area of the navigation bar, proceed as follows:
1. Define logical links. • You can choose between the following link types: Link, Work Center, Launch
Transaction, and BI Report. Currently, only Link and Work Center are supported.
• Choose Work Center if the link is to be shown in the main section of the navigation bar.
• Choose Link if the entry is to be part of a work center menu, or if it is to be part of one of the following groups: Shortcut, direct link, or quick create group.
2. Create a work center link group. Determine the following data: • Group ID • Group type, that is Create, Search, or Report, depending on the info block
where the link is shown • Meaningful description
3. Assign all logical links that you want to appear from this menu entry. You can also determine the sequence and whether the entry is to be displayed in the menu or not. Links that are not displayed are available for the work center page, but cannot be selected in the menu.
4. Create a work center. The logical link that is assigned to the work center is the one that is triggered when the menu entry is chosen (as opposed to expanding the menu entry without clicking).
5. Assign the work center link group that you created in step 2 to the work center you created in step 4.
Create Links in the Shortcut Area
To insert links in the shortcut area of the navigation bar, proceed as follows:
1. Create a direct link group. Determine the following data:
• Group ID • Group type • Title
The title defined in this group appears above the shortcuts in this group. • Meaningful description
2. Assign the logical links to the direct link group. You can also define the sequence and whether the entry is to be displayed in the menu or not.
Create Navigation Bar Profile
1. Create a navigation bar profile. Determine the following data: • Navigation bar profile • Meaningful description • Default link ID
The default link ID for business roles is Home. 2. Assign work centers to the profile.
Work centers are reusable parts that can be used in many different profiles. 3. Assign direct link groups to the profile.
Direct link groups are reusable parts that can be used in many different profiles. 4. Assign components to the profile.
You must configure all components that you want to make available in your navigation bar profile.
5. Define the generic outbound plug (OP) mappings. Determine the following data: • Object type, for exmple, BP_ACCOUNT or WRAPPED_LIKP • Object action, for example, Display You can select between Search, Display,
Edit, Create, Print, and Excecute. • Target ID, for example, MD-‐BP-‐OV or ERP-‐DLV-‐OV
Define Generic Outbound Plug Mapping
Cleansing Cases
You can use the function 'cleansing cases' to merge duplicate accounts. Proceed as follows if you want to include this function in your business role:
1. Select your navigation bar profile under Define Profile. 2. Choose Define Generic OP Mapping. 3. Make the following entries:
Object Type Object Action Use Target ID Target ID
BP_CLEANSING SEARCH (A) Yes MD-‐BPCL-‐SE
BP_CLEANSING DISPLAY (B) Yes MD-‐BPCL-‐OV
BP_CLEANSING EXECUTE (F) Yes MD-‐BPCL-‐SG
2. Define Role Configuration Key SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Role Configuration Key Use In this IMG activity, you can define the role configuration keys. The configuration key is used in the Configuration tab page in the workbench to create the configuration. This key is assigned to the business role to identify the configuration that is to be used.
Activities Enter the configuration key and a meaningful description. Note The default key is <*>.
3. Define Technical Profile
SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Technical Profile
Use
In this IMG activity, you can define technical profiles. The technical profile is then assigned to a business role. For the technical profile, you need to:
• Enable or disable the following functions: Disable Browser Back Support, which disables the support of the browser's Back button. For more information, see SAP Note 1002385. Disable Frame Swapping, which reduces noticeable screen flickering. Disable Automatic Delta Handling, which optimizes the performance.
• Control the memory threshold that determines when a new session is started This value represents the server memory footprint in megabytes (MB). The restart mechanism checks if the current memory consumption is higher than the threshold specified in the technical profile of the business role. If the consumed memory is higher than the threshold, the current session is finished and a new session is started. Recommendation We recommend a higher memory threshold if you run business scenarios that need more memory space. For standard business scenarios, we recommend a memory threshold of 70 MB. For business scenarios in Marketing or Trade Promotions, we recommend a memory threshold of 100 MB.
• Specify the startup application and the start page that are started when the user logs on • Define a UI skin name for the technical profile • Specify the time in milliseconds
With this value you define how long it takes until the spinning wheel appears. Note '0' values are perceived like 'INITIAL' values. Therefore, they are not recognized. Small values like '10' milliseconds have to be used for simulating close-‐to-‐zero delays.
• Define a URL and a continued URL These URLs are concatenated to build the final URL that includes the protocol http:// or https://. This URL is activated when the user clicks the system link Log Off. If nothing is specified, http://www.sap.com is automatically called.
• Enforce the system logoff If you want to enforce logoff, you can select the checkbox. If the checkbox is selected, the End Session Immediately checkbox and the Session Shutdown Time input field are deactivated.
• End the session immediately If you want to end the session immediately, you can select the checkbox. If the checkbox is selected, the Session Shutdown Time input field is deactivated.
• Specify the session shutdown time in seconds
You can enter the minimum time until the session shuts down. This field is only active if the checkboxes Enforce Logoff und End Session Immediately are not selected.
4. Define Layout Component SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Layout Component Use In this IMG activity, you can define layout components, for example, for the container of the navigation bar or for the header. To load your components within the UI layout, you need to define each component you intend to display with the layout containers. Activities To create a component, determine the following: A unique identifier for the component A simple description of what the component does A component usage identifier The name of the application that contains your component The public interface view ID for your component window
5. Define Layout Profile SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Layout Component Use In this IMG activity, you can define the layout of the navigation frame that consists of:
• Header and footer area • Work area • Navigation bar
Header and Footer Area The header area is a static, non-‐scrolling area of the application that is only rendered once per session. It is located at the top of the screen and consists of the following header components:
• Logo area • Message area • Global function area • Context area
This layout of header components is the default header implementation for the header frame. You can implement a custom header for your profile. The footer area is a non-‐scrolling area at the bottom of the screen that is only rendered once. Like for the header, each profile can define its own application to be loaded in this frame. Work Area The work area has a work area header and a work area subheader. The work area header is a non-‐scrolling area that spans the width of the application. The work area subheader is a non-‐scrolling area that spans only the width of the work area. Navigation Bar The navigation bar contains subareas or components defined in the layout profile. The navigation bar can consist of 1 to n subcomponents. The DEFAULT layout profile provides the following subareas: Picture area Menu area Shortcut area Requirements You have defined the layout components in the IMG activity Define Layout Components. Activities Define Layout Profile To create a layout profile, determine the following:
• Layout profile name and description • Header application
Note If you do not specify a header application, the framework uses the standard header application.
• Header page within that application that you want to render in the header frame • Header height in pixels
Note If you specify a value of 0 (zero), the header is hidden. • Header components
If you use the default header application implementation, there are four header components that can be configured: Logo area, message area, global function area, and context area. Each header component can be hidden. These header components must be predefined in the IMG activity Define Layout Components.
• Work area header and subheader The work area header and subheader can be hidden. Both components must be predefined in the IMG activity Define Layout Components. Note If you would like to activate the working context and are using a layout other than
the SAP standard, make sure that WORKAREA_HEADER is assigned to the Header Comp. ID field. The working context is available by default in the CRM_UIU_MASTER_WCTXT layout profile.
• Footer application • Footer page within the application that you want to be rendered in the footer frame. • Footer height
Note If you specify a value of 0 (zero), the footer is hidden.
Add Navigation Components to Layout Profile To add a component to the navigation bar for your profile, make sure that the component you want to add has been defined in the IMG activity Define Layout Components. Determine the order of the navigation components in your profile.
6. Define Function Profile SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Function Profile Use In this IMG activity, you can maintain function profiles that define special functions, such as the level of personalization, or the working context.
After you have defined the function profile, it needs to be assigned to a business role. You can assign several function profiles to a business role. For more information, see Define Business Role. Default Settings In the standard system, for example, the following function profiles are available for all business roles:
• PARAMETERS You can use this function profile to adapt the CRM UI to your personal requirements. For more information, see Define Parameters.
• PERSONALIZATION You can use this function profile to define the level of personalization that is available for the user in the CRM UI. You can assign this function profile to every business role, and use one of the following predefined profile values that are delivered in table PERSCV_PROFILE:
o ALL_ENABLED This means that the central personalization page and all personalization icons in the work area are enabled.
o ALL_DISABLED This means that the central personalization page and all personalization icons in the work area are disabled.
o PP_ENABLED This means that the central personalization page is enabled, but all personalization icons in the work area are disabled.
o WA_ENABLED This means that the central personalization page is disabled, but all personalization icons in the work area are enabled. In the standard system, this function profile is not assigned to any business role. This means that all personalization options are available. This is equivalent to the profile value ALL_ENABLED.
• WORKING_CONTEXT You can use this function profile to define the working context. For more information, see Define Working Context Profiles.
• MSG_REPLACE You can assign system messages that are to be replaced by customer messages, to this function profile. The standard profile value is DEFAULT. For more information, see Define Messages to Be Replaced.
• CRM_FEEDS You can assign CRM Feed groups to this function profile. The standard profile value is DEFAULT. For more information, see Define CRM Feed Groups.
• EXT_WEB_LINKS You can assign Web link groups to this function profile. For more information, see Define Web Links.
• WIDGET_LINKS You can assign widget groups to this function profile. For more information, see Define Web Links.
7. Define Parameter SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Parameters Use In this IMG activity, you can create parameters that are simple key/value pairs. You can use these parameters to add settings quickly. This means you do not have to create a complete functional profile just to add one setting. Default Settings In the standard system, the following parameters are delivered:
• CNTRLSEARCH_UI_TYPE This parameter specifies how many fields are displayed in the central search. For more information, see Define Central Search.
• GWS_DISABLED • MAXMEMUSAGE • SEARCH_AUTONAV
This parameter specifies if the user automatically navigates from the search result to the target business object. This parameter is applied if the search result consists of one single data record. The default value is 'false'. Note This parameter is currently not supported in the CRM WebClient UI.
• SEARCH_MAX_HITS This parameter specifies the maximum number of data records that are displayed in the result list of a business object. The default value is 100. For more information, see Define Central Search.
• MESSAGE_AREA_LINES This parameter specifies the maximum number of messages to be displayed in the message bar of the CRM WebClient UI. If no explicit value is specified, the default value (three messages) is automatically set. If the number of messages is higher than the specified maximum, a scrollbar is automatically added.
• WC_LINK_ORDER This parameter defines the sorting of links on home pages, report pages, and work center pages. These links are determined in application component CRMCMP_GS_WC and view GroupLinks. This view contains all work center links that are grouped by type 'Search', 'Create', or 'Report', or by the name of the work center link group defined in navigation bar profile Customizing. The default behavior of the two types works as follows:
o The sorting of type links is alphabetical. o The sorting of group links depends on the position defined in the Customizing of
the navigation bar profile or the business role. The following parameter values are available:
ALPHA Alphabetical sorting of type links
ALPHA! Alphabetical sorting of type links and group links
ROLE Sorting of type links depends on link position defined in business role Customizing
NAVB Sorting of type links depends on group position and link position defined in navigation bar profile Customizing
• ENABLE_FTG_USAGE This parameter enables or disables the usage of charts in tables in the CRM WebClient UI. You can assign the following values to this parameter:
o ASSIGNMENTBLOCK Graphics are enabled in assignment blocks only.
o SEARCHRESULT Graphics are enabled in result lists only.
o ALL
Graphics are enabled in any table type. o NONE
Graphics are completely disabled. • SVH_DISABLED
This parameter disables the smart input help in the CRM WebClient UI. You can assign the following values to this parameter:
o L Last values only
o B Background search only
o X Disable the input help completely <Empty> Last values and background search together
• INPLACE_MESSAGE_AREA This parameter enables the previous message bar in the WebClient UI. To use the previous message bar, you need to assign this parameter with the function profile PARAMETERS to your business role. For more information, see Define Function Profile and Define Business Role.
8. Define Central Search SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Central Search
9. Define Work Area Component Repository
SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Work Area Component Repository
10. Define Working Context Profiles SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Working Context Profiles
11. Define Global Data Context Parameters SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Global Data Context Parameters
12. Define Object Mapping SPRO >> Customer Relationship Management >> UI Framework >> Technical Role Definition >> Define Global Data Context Parameters