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Sections

  • 1Purpose
  • 2Preparation
  • 2.1Prerequisites
  • 3CRM WebClient UI
  • 3.1CRM WebClient Configuration Scope of SAP BP CRM
  • 4Prerequisites for CRM WebClient Usage
  • 4.1Check System Settings
  • 4.2HTTP Services
  • 4.2.1Activating HTTP Services in CRM
  • 4.2.2Checking HTTP Services in ERP
  • 5Business Role Configuration
  • 5.1Creating Role Configuration Keys
  • 5.2Defining Navigation Bar Profiles
  • 5.3CRM WebClient UI Business Roles
  • 5.3.1Uploading PFCG Roles
  • 5.3.2Defining Business Roles
  • 6Profile Setup
  • 6.1Deactivating Work Centers
  • 6.2Include/Exclude Logical Links
  • 6.2.1Including/Excluding Logical Links for a Business Role
  • 6.3Deactivating Visible Direct Group Links
  • 6.4Include/Launch Transactions
  • 6.4.1Including SAP GUI Transactions
  • 6.4.1.1Prerequisites for SAP GUI Transactions
  • 6.4.1.2Procedure to Include SAP GUI Transactions (Optional)
  • 6.4.2Including URL Transactions (Optional)
  • 6.4.2.1Prerequisites for URL Transactions (Example)
  • 7Creating Users for WebClient UI
  • 7.1Creating System Users
  • 7.2Adapting System Users
  • 8Authorization Setup
  • 8.1Installing the Profile Generator
  • 8.2Authorization Profile
  • 8.2.1Generating Authorizations Profiles
  • 8.2.2Assigning PFCG Roles to Users
  • 9Entering the CRM WebClient UI
  • 10Personalization of CRM WebClient UI (Optional)
  • 10.1Changing Layout
  • 10.2Personalize Settings
  • 10.3Deactivating Work Center Link Groups
  • 10.4Shortcuts
  • 10.4.1Defining Shortcuts
  • 10.4.2Enabling Shortcuts
  • 10.5Personalize Table Views
  • 10.6Personalize Overview Pages
  • 11UI Configuration using BSP Component Workbench
  • 11.1Adding Fields to Master Data Entry Screens
  • 11.1.1Maintaining Entry Screen for Employees
  • 11.1.2Maintaining Entry Screen for Corporate Accounts
  • 11.1.3Maintaining Entry Screen for Contact Persons
  • 11.2Field Deactivation on Views (Optional)
  • 11.2.1Identifying Component
  • 11.2.2Starting Component Workbench
  • 11.3Integrate Add-Ins into Homepage (Optional)
  • 11.3.1Creating New Component and View
  • 11.3.2Integrate the View into your Homepage
  • 11.3.2.1Get the Right Component
  • 11.3.2.2Assigning the View to a Component
  • 11.3.3Adding Functionality

SAP CRM 7.

00 December 2010 English

CRM WebClient User Interface (C04)
Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

CRM WebClient User Interface (C04) - Configuration Guide

Copyright
© 2010 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

© SAP AG

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SAP Best Practices

CRM WebClient User Interface (C04) - Configuration Guide

Icons
Icon Meaning Caution Example Note or Tip Recommendation Syntax

Typographic Conventions
Type Style Example text Description 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 EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics and tables. 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. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Example text

EXAMPLE TEXT

Example text <Example text>

© SAP AG

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SAP Best Practices

CRM WebClient User Interface (C04) - Configuration Guide

Contents
1 Purpose..................................................................................................................................6 2 Preparation.............................................................................................................................6 2.1 Prerequisites....................................................................................................................6 2.2 Restrictions......................................................................................................................6 3 CRM WebClient UI .................................................................................................................7 3.1 CRM WebClient Configuration Scope of SAP BP CRM....................................................7 4 Prerequisites for CRM WebClient Usage................................................................................8 4.1 Check System Settings....................................................................................................8 4.2 HTTP Services.................................................................................................................8 4.2.1 Activating HTTP Services in CRM..............................................................................8 4.2.2 Checking HTTP Services in ERP.............................................................................10 5 Business Role Configuration.................................................................................................10 5.1 Creating Role Configuration Keys...................................................................................11 5.2 Defining Navigation Bar Profiles.....................................................................................12 5.3 CRM WebClient UI Business Roles................................................................................14 5.3.1 Uploading PFCG Roles............................................................................................14 5.3.2 Defining Business Roles..........................................................................................15 6 Profile Setup.........................................................................................................................18 6.1 Deactivating Work Centers.............................................................................................18 6.2 Include/Exclude Logical Links.........................................................................................19 6.2.1 Including/Excluding Logical Links for a Business Role.............................................19 6.3 Deactivating Visible Direct Group Links..........................................................................20 6.4 Include/Launch Transactions..........................................................................................21 6.4.1 Including SAP GUI Transactions..............................................................................21 6.4.1.1 Prerequisites for SAP GUI Transactions............................................................21 6.4.1.2 Procedure to Include SAP GUI Transactions (Optional).....................................24 6.4.2 Including URL Transactions (Optional).....................................................................28 6.4.2.1 Prerequisites for URL Transactions (Example)..................................................28 6.4.2.2 Procedure to Include URL Transactions............................................................28 7 Creating Users for WebClient UI...........................................................................................31 7.1 Creating System Users...................................................................................................31 7.2 Adapting System Users..................................................................................................33 8 Authorization Setup...............................................................................................................33 8.1 Installing the Profile Generator.......................................................................................34 8.2 Authorization Profile.......................................................................................................34 8.2.1 Generating Authorizations Profiles...........................................................................35

© SAP AG

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................................35 9 Entering the CRM WebClient UI..............................47 11.............47 11..............41 11......42 11......................................................................40 10......2 Assigning PFCG Roles to Users.................1 Creating New Component and View...................41 11 UI Configuration using BSP Component Workbench.................................................................................................................45 11........2 Enabling Shortcuts.................................................39 10.........1..........3...................1 Defining Shortcuts.....................................................................37 10 Personalization of CRM WebClient UI (Optional).....................................................................44 11.......................................................................................................................................................................3 Deactivating Work Center Link Groups...............................................................................39 10..........................................48 © SAP AG Page 5 of 49 .......................................1 Identifying Component...2 Starting Component Workbench.....................40 10...........................................................5 Personalize Table Views.......................................3 Maintaining Entry Screen for Contact Persons..4..........................................41 11.3 Integrate Add-Ins into Homepage (Optional).............1 Changing Layout.............1 Maintaining Entry Screen for Employees...........47 11......2 Maintaining Entry Screen for Corporate Accounts....................................................................Configuration Guide 8....2......6 Personalize Overview Pages..................38 10.....38 10......................................4........................44 11.....................................SAP Best Practices CRM WebClient User Interface (C04) ........................1 Adding Fields to Master Data Entry Screens ...........43 11.........................................3........................................1..........................................................3..................................39 10.................................................2 Assigning the View to a Component.........4 Shortcuts.......................................2 Personalize Settings.............................................................................2............................3.........3.....................................................46 11................38 10.....................2............46 11...............................2..............................................................1 Get the Right Component.............2 Field Deactivation on Views (Optional).......................1....41 11....2....3 Adding Functionality......................................2 Integrate the View into your Homepage..............................

The building block CRM WebClient contains all necessary steps which are basic for the configuration of any WebClient UI. The roles and the assigned authorizations have to be validated and adapted to the specific customer requirements in order to be used in a production system.2 Restrictions SAP Best Practices provides predefined Business Roles for CRM WebClient configuration and predefined PFCG roles for setting up an authorization concept.1 Prerequisites Before starting with the installation of this building block. 2 Preparation 2.Configuration Guide CRM WebClient User Interface (WebClient UI) Configuration Guide 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually. © SAP AG Page 6 of 49 .SAP Best Practices CRM WebClient User Interface (C04) . No guarantee is given for correctness and completeness of these roles. 2. please have a look at the document Quick Guide to Installing SAP Best Practices for CRM. The Business Roles and PFCG roles are only intended to be used as a template for the Best Practices scenario scope.

Define Authorization Tool Personalization Customizing (business role.Configuration Guide 3 CRM WebClient UI 3. views etc. navigation bar) UI configuration tool Easy Enhancement Workbench BSP Component Workbench Authorization Role Maintenance (PFCG) SAP BP CRM Scope Exemplarily Yes Exemplarily No No Exemplarily © SAP AG Page 7 of 49 . tools for configuration and scope of SAP Best Practices configuration.1 CRM WebClient Configuration Scope of SAP BP CRM The CRM WebClient UI consists of the following main UI elements: The UI elements can be adapted very flexible to the needs of the end users. add. The following table describes CRM WebClient UI configuration tasks. rename fields Create customer-specific fields Enhance components. remove. work center link group. Task Allow defined UI adaptations for end users Visibility of work centers. logical links Adaptation of Overview Pages: Position.SAP Best Practices CRM WebClient User Interface (C04) .

CRM UI Deep Dive Workshops • 4 Prerequisites for CRM WebClient Usage 4. Repeat this activation procedure for service default_host > sap > crm. 3.0  CRM WebClient UI SAP Application Help: http://help. SAP Note 1115493 provides the latest information about mandatory HTTP services for the CRM WebClient UI.com. SAP CRM 7.com/crm-inst. Activating HTTP Services in CRM Procedure 1.Configuration Guide Further information sources regarding WebClient UI configuration: • • Installation Guides on the SAP Service Marketplace: www.1 Use In this step. Activate this service and all services assigned to this node by choosing Service/Host  Activate from the menu. © SAP AG Page 8 of 49 . On screen Maintain Services choose Execute (F8). Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu SICF SAP NetWeaver  Application Server  Internet Communication Framework  Configure and Activate HTTP Services Individually 2. 4.0 -> Application Help SAP Customer Relationship Management  Components and Functions  Basic Functions  UI Framework and Configuration SAP CRM trainings: CR580 SAP CRM User Interface. In case a service is not activated yet.1 Check System Settings Please consider the following SAP Notes to prepare the WebClient usage: • • • • 1144511: System parameters required for CRM WebClient 1244321: Activation of detailed CRM WebClient error analysis during the development phase 824554: ICM timeout errors 790727: Publishing all ITS-objects at the same time 4. Please check this note in addition to the services listed below.SAP Best Practices CRM WebClient User Interface (C04) . you need to activate it. you check the activation status of several services which are used by the CRM WebClient UI.service.2 HTTP Services 4. Navigate to the service default_host > sap > bc > bsp > sap. SAP Business Suite  SAP Customer Relationship Management  SAP CRM 7.sap. 5.sap.2.

please refer to SAP Note 1042052. However. On the Maintain external aliases screen mark the entry default_host. Choose External Aliases. 7. The steps described below contain all the necessary configuration steps. when you choose the Trg Element tab. 10. solution 1. For further information. you need to create an external alias with contentserver as target element. 9. please refer to SAP Note 606745. This is necessary in order to view attachments in the WebClient UI.Configuration Guide 6. make the following entries: Field External Alias Description 1 Tab Logon Data Procedure Client User Password Security Requirement Tab Trg Element Follow the path default_host  sap  bc mark the entry contentserver and double-click it 11. © SAP AG Page 9 of 49 . Choose Create New External Alias (F5). Choose Save (Ctrl+S). 8. use SAP Note 606745 for background information purposes only. On the Maintain external alias screen. for example address lists which are generated during campaign management. Required with Logon Data <Enter the client you are working in> RFCUSER WELCOME Standard Entry /sap/bc/contentserver /default_host/sap/bc/contentserver If you receive a system short dump.SAP Best Practices CRM WebClient User Interface (C04) . In addition activate the following services: • • • • • • • • • • default_host > sap > public > bc > icons default_host > sap > public > bc > ur default_host > sap > webcuif default_host > sap > public > bsp > sap > public > bc default_host > sap > public > bsp > sap > htmlb default_host > sap > public > bc default_host > sap > public > myssocntl default_host > sap > public > bsp > sap > system default_host > sap > bc > gui > sap > its (using the filter criterion its for the service in step 3 in order to call CRM SAPGUI transactions from the CRM WebClient) default_host > sap > bc > contentserver (not using a filter criterion) After you have activated the contentserver service.

5 Business Role Configuration Use To set up the WEBCLIENT UI for the users of the system you need SAP users. Access the activity using one of the following navigation options: Transaction code SAP ERP IMG menu SICF SAP NetWeaver  Application Server  Internet Communication Framework  Configure and Activate HTTP Services Individually 2. set of functionalities and authorizations. you check the activation status of several services which are used by the ERP.2 Use Checking HTTP Services in ERP In this step. Business Role assignments © SAP AG Page 10 of 49 .2.SAP Best Practices CRM WebClient User Interface (C04) . Navigate to the service default_host > sap > bc > gui > sap > its. Please check this note in addition to the services listed below. screens. 4. Procedure 1. Choose Save (Ctrl+S). In case a service is not activated yet. authorization roles and business roles. 3. If necessary activate this service and all services assigned to this node by choosing Service/Host  Activate from the menu. 5. This chapter tells you how to set up authorization roles and business roles for the different users of the CRM WEBCLIENT UI. Using different business roles enables you to tailor the system for its users individually in terms of profiles. On screen Maintain Services choose Execute (F8). SAP Note 517484 provides the latest information about mandatory HTTP services. you need to activate it.Configuration Guide 4.

work center link groups. Organizational Model has not been configured.g. e. 5. e. In this case.g. For testing purposes. Procedure 1. The determination of the Business Role evaluates the path User  Employee  Position/Organizational Unit.SAP Best Practices CRM WebClient User Interface (C04) . Thus. a Business Role can be assigned directly to the user. Access the activity using the following navigation options: Transaction code SAP CRM IMG menu 2. where fields are removed or renamed compared to the original. Role Config Key BP_POW_USR BP_MKT_MAN Description BP Power User BP Marketing Manager SPRO Customer Relationship Management  UI Framework  Technical Role Definition  Define Role Configuration Key © SAP AG Page 11 of 49 .g. direct link groups and logical links Assignment of adapted UI views (e. Business role determination for users: • • • • The Business Role is assigned to an Organizational Unit / Position in the Organizational Model and the User/Business Partner (Employee) is assigned to a Position. links that appear in the navigation bar or used reporting framework (SAP BI or Interactive Reporting). Choose New Entries (F5). For instance. required for Interaction Center functionality Role Configuration Key o • Technical Profile o • • Layout Profile Function Profile o Assignment of additional functional areas.Configuration Guide The following profiles are assigned to the business role: • Navigation Bar Profile o • Assignment of work centers. In the user maintenance (transaction SU01) assign Parameter ID CRM_UI_PROFILE with Parameter Value <Business Role Key> on the Parameters tab to the user. a view can be configured for a specific configuration key. The assignment of Business Roles to Positions in the Organizational model will take place in the building block CRM Organizational Model.1 Creating Role Configuration Keys Use The role configuration key is a unique identifier used in the configuration of views for the WEBCLIENT UI. add/move/rename field) by using the UI configuration tool Assignment of specific technical settings. the role configuration key provides the possibility of a role-dependent view configuration. the assignment within the Organizational Model will not be taken into account.g. This role configuration key is also assigned to the business role to identify the configuration that is to be used for this role. e.

3.Configuration Guide BP Marketing Employee BP Sales Manager BP Sales Employee BP Service Manager BP Service Employee BP Service Technician BP Interaction Center Manager BP IC Agent Marketing BP IC Agent Sales BP IC Agent Service 3. Highlight standard navigation bar profile SLS-PRO and choose Copy As. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_NBLINKS Customer Relationship Management  UI Framework  Technical Role Definition  Define Navigation Bar Profile 2. Maintain the following data and press Enter: Nav Bar Profile BP_POWER_USER Description BP Power User 4. 6. It contains a set of shortcuts and access to all work center related SAP CRM components. disregard the warning message and then choose Save (Ctrl+S). Every first-level menu item has an individual work center page. Choose copy all and confirm all confirmation messages (keep Enter pressed).SAP Best Practices BP_MKT_EMP BP_SLS_MAN BP_SLS_EMP BP_SRV_MAN BP_SRV_EMP BP_SRV_TEC BP_IC_MAN BP_ICA_MKT BP_ICA_SLS BP_ICA_SRV CRM WebClient User Interface (C04) . Choose Enter. For SAP Best Practices for CRM we need to define a new navigation bar profile for business role BP_POWERUSER. 5. All relevant Work Centers which you need for a certain role are defined in the Navigation Bar Profile which is assigned to this role. Procedure 1. 7. 8.. Double-click on Define Work Center in the left-hand Dialog Structure and highlight work center SLS-REPORT and choose Copy As… (F6).2 Defining Navigation Bar Profiles Use Work Centers are the first-level navigation entries in the navigation bar of the CRM WebClient UI. 5. Maintain the following data and press Enter: © SAP AG Page 12 of 49 . (F6). Choose Enter and confirm the information message. Choose Save (Ctrl+S) and select a customizing request if necessary.. In the Navigation Bar Profile you can add or delete Work Centers.

Save your entries and choose Back (F3). 15. Work Center CT-WORKLST MD-ALL MKT-ALL POW-REPORT REPORT_SCH SLS-ADMIN SLS-HOME SRV-CONTR Position 20 30 40 70 80 50 10 60 16.SAP Best Practices WorkCenter POW-REPORT CRM WebClient User Interface (C04) . Choose copy all and confirm all confirmation messages (keep Enter pressed).Configuration Guide Title Reports for Power Users Description Reports for Power Users 9. Delete all others. Delete all others. Highlight the new profile and double-click on view Assign Work Centers in the left-hand Dialog Structure. 14. © SAP AG Page 13 of 49 . Highlight WorkCenter POW-REPORT. Choose Save (Ctrl+S) and select a customizing request if necessary. Choose Save (Ctrl+S) and select a customizing request if necessary. For profile BP_POWER_USER assign the following work centers. Choose New Entries (F5) and select the relevant additional work centers using the input help and enter its future position in the navigation bar. 11. Group ID ANA-RPT-SR MKT-ACC-RP MKT-CPG-RP MKT-ELM-RP MKT-FIN-RP MKT-LEA-RP MKT-TPM-RP SLS-ACC-RE SLS-ACT-RE SLS-LEA-RE SLS-MAR-RE SLS-OPP-RE SLS-PLA-RE SLS-PRD-RE SLS-SLS-RE SLS-TPM-RP Position 5 80 90 100 110 120 130 10 20 30 70 40 80 50 60 70 12. 10. double-click on Assign Groups in the left-hand Dialog Structure and assign the following groups. 13.

Configuration Guide 17.1 Use Uploading PFCG Roles Use this activity to set up authorization roles. Download and unzip the authorization roles from the relevant SAP note to your local PC directory (for example. 5. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu PFCG Customer Relationship Management  UI Framework  Business Role  Define Authorization Role 3.g. and content of the CRM WebClient UI. 5. navigations.ZIP. to a local directory: C:\Roles). In case you want to assign additional links to your Work Center Link Groups: Double-click on view Define Work Center Link Groups in the left-hand Dialog Structure and highlight the corresponding Group ID. Role ID BP_CRM_COMPOSITE_ROLE Name SAP Best Practices for CRM .. Double-click on view Assign Links (the one below Define Work Center Link Groups) and choose New Entries (F5).3 CRM WebClient UI Business Roles Use The purpose of this activity is to copy a standard WebClient UI business role and to assign a new authorization role to it. to take up roles and to change the navigation.SAP Best Practices CRM WebClient User Interface (C04) . The business roles will be adapted to the Best Practices scenario scope. From the menu choose Role  Upload and upload the following composite role from your local directory (e. Enter the Logical Link ID and choose Save (Ctrl+S). Procedure 1. The WebClient UI business role is designed to centralize the authorizations.Composite Role © SAP AG Page 14 of 49 . which is attached to the collective note of this SAP Best Practices version (see the BP CRM Quick Guide for detailed information on current version and relevant collective SAP note). Copying business roles and assigning them to the relevant positions (see section Assigning Business Roles to Position) enables you to tighten or widen content available in WebClient UI. Make sure that in field Encoding on the role selection screen Open you choose the value Unicode(UTF-16BE).3. 2. C:\Roles). Result A new navigation bar profile with extended work center assignments has been created for business role BP_POWER_USER. Prerequisites All authorization roles being necessary for SAP Best Practices for CRM have been predefined and are provided as file BP_CRM_Roles_<current version>.

3. When copying choose copy all and fill in the fields as follows (for all other fields the default values have to be taken): Role to Copy MARKETING PRO MARKETING PRO SALESPRO Business Role BP_MKT_MAN BP_MKT_EMPL BP_SLS_MAN Description BP Marketing Manager BP Marketing Employee BP Sales Manager Role Config Key BP_MKT_MAN BP_MKT_EMP BP_SLS_MAN PFCG Role ID BP_MKT_ MANAGER BP_MKT_ EMPLOYEE BP_SLS_ MANAGER © SAP AG Page 15 of 49 .Configuration Guide This composite role contains the following relevant single roles: Role ID BP_POWERUSER BP_MKT_MANAGER BP_MKT_EMPLOYEE BP_SLS_MANAGER BP_SLS_EMPLOYEE BP_SRV_MANAGER BP_SRV_EMPLOYEE BP_SRV_TECHNICIAN BP_IC_MANAGER BP_ICAGENT_MKT BP_ICAGENT_SLS BP_ICAGENT_SRV BP_CRM_ECO_ISE_WU_B2B Name BP CRM UIU Power User BP CRM UIU Marketing Manager BP CRM UIU Marketing Employee BP CRM UIU Sales Manager BP CRM UIU Sales Employee BP CRM UIU Service Manager BP CRM UIU Service Employee BP CRM UIU Service Technician BP CRM UIU Interaction Center Manager BP CRM UIU Interaction Center Agent Marketing BP CRM UIU Interaction Center Agent Sales BP CRM UIU Interaction Center Agent Service BP Additional Authorizations for SAP_CRM_ECO_ISE_WU_B2B 5. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG Menu CRMC_UI_PROFILE Customer Relationship Management  UI Framework -> Business Roles  Define Business Role 2. Procedure 1.2 Use Defining Business Roles Use this activity to set up business roles.SAP Best Practices CRM WebClient User Interface (C04) . Copy the business roles one by one as shown in the following table’s Role to Copy column by selecting each role separately and choosing the button Copy As … (F6).

Configuration Guide Business Role BP_SLS_EMPL BP_SRV_MAN BP_SRV_EMPL BP_SRV_TECH BP_IC_MAN BP_ICA_MKT BP_ICA_SLS BP_ICA_SRV Description BP Sales Employee BP Service Manager BP Service Employee BP Service Technician BP IC Manager BP IC Agent Marketing BP IC Agent Sales BP IC Agent Service Role Config Key BP_SLS_EMP BP_SRV_MAN BP_SRV_EMP BP_SRV_TEC BP_IC_MAN BP_ICA_MKT BP_ICA_SLS BP_ICA_SRV PFCG Role ID BP_SLS_ EMPLOYEE BP_SRV_ MANAGER BP_SRV_ EMPLOYEE BP_SRV_ TECHNICIAN BP_IC_ MANAGER BP_ICAGENT_ MKT BP_ICAGENT_ SLS BP_ICAGENT_ SRV 3. disregard all the warning messages and then choose Save (Ctrl+S). Save your entries. Select the Business Role BP_POWERUSER and choose Assign Function Profile. 4. Profile Value DEFAULT BP_POWER_USER DEFAULT SALESPRO Result The assignment of Business Roles to positions in the organizational model will take place in the building block CRM Organizational Model. Field Name Business Role Profile Type Description Role Config Key Nav Bar Profile Layout Profile Technical Profile PFCG Role ID Field Entry BP_POWERUSER CRM WebClient Business Role BP Power User BP_POW_USR BP_POWER_USER CRM_UIU_MASTER DEFAULT BP_POWERUSER 5. 6. Choose New Entries to create a new role and enter the following entries. Choose New Entries and enter the following entries: Function Profile ID CRMUI_MPLAYOUT CRMUI_NAVBAR REPORTING_PROF TRANSINBOX 7. disregard all the warning messages and then choose Save (Ctrl+S). © SAP AG Page 16 of 49 . Choose then Enter.SAP Best Practices Role to Copy SALESPRO SERVICEPRO SERVICEPRO SERVICEPRO IC_MANAGER IC_AGENT IC_AGENT IC_AGENT CRM WebClient User Interface (C04) . Choose Enter.

SAP Best Practices CRM WebClient User Interface (C04) .Configuration Guide © SAP AG Page 17 of 49 .

Procedure 1. In order to make available only the content for a user that is required for the user’s business needs. WebClient UI screen areas 6. Furthermore. Work Centers can easily be deactivated for all users using a Business Role. it is possible to tailor the same view differently for users of different business roles. the views used in more than one business role may need to be configured role-dependent in order to facilitate the business needs of the users. Every first-level menu item has an individual work center page. As all business roles use unique role configuration keys. For further reference of the names of the individual screen elements see the following picture. Access the activity using one of the following navigation options: Transaction code CRMC_UI_PROFILE © SAP AG Page 18 of 49 . It contains a set of shortcuts and access to all work center related SAP CRM components.SAP Best Practices CRM WebClient User Interface (C04) .Configuration Guide 6 Profile Setup Purpose The purpose of this activity is to extend or limit the content of the WebClient UI for a particular business role.1 Deactivating Work Centers Use Work Centers are the first-level navigation entries in the navigation bar of the CRM WebClient UI. different components of the WebClient UI can be activated or deactivated specifically for a role.

Double-click on Adjust Work Centers in the left-hand Dialog Structure. links can be grouped into work center link groups and assigned to work centers. Procedure Complete the following steps to extend the contents of the business roles: 1.1 Use Including/Excluding Logical Links for a Business Role Use this activity to set logical links to visible in the business roles either as second level entries in the navigation bar (in the menu) and/or as links in the work center pages. 6. 3. 5. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_PROFILE Customer Relationship Management  UI Framework  Business Roles  Define Business Role 2.Configuration Guide Customer Relationship Management  UI Framework  Business Roles  Define Business Role 2. 4. Please see document C04_CRM_WebClient_Navigation_Bar_Profile. Adding new links to a business role requires the links to be added to work center link groups and work centers or to be assigned to the business role via direct link groups. Set the visibility of the links by flagging the column In Menu to make a link available as second level entry in the navigation bar and/or the column Visible to make a link available in the work center. Those logical links available for a role can individually be made visible or not visible in the business role as second level entries in the navigation bar (in the menu) and can be made visible or not visible as links in the work center pages.xls in order to identify the relevant work centers for the SAP Best Practices business roles. To make logical links available for a business role. © SAP AG Page 19 of 49 . Choose Save (Ctrl+S). 6. Choose a Business Role. which themselves are assigned to the business role via a navigation bar profile in which it is contained.2.SAP Best Practices SAP CRM IMG menu CRM WebClient User Interface (C04) . In order to deactivate a Work Center flag the corresponding Inactive checkbox. Choose Save (Ctrl+S). Select the Business Role you want to adjust. 3. Double-click on Adjust Work Center Group Links in the left-hand dialog structure. The purpose of this activity is to define the visibility of individual logical links available for a business role via work center link groups. 4.2 Include/Exclude Logical Links Use Logical links are used to navigate to different parts within the CRM WebClient application.

© SAP AG Page 20 of 49 .SAP Best Practices CRM WebClient User Interface (C04) . Those direct links available for a role can individually be made visible or not visible in the business role in the navigation bar. A complete list with all settings for the Visible Work Center Group Links grouped by business roles. the direct link Quotation will be deactivated for the business role BP_SLS_MAN. Apply the steps described above for each business role to manually configure WebClient UI should there be any differences after completing this guide.Configuration Guide Please see document C04_CRM_WebClient_Business_Roles.3 Deactivating Visible Direct Group Links Use To make logical links available for a business role in the navigation bar.xls. As an example. which itself is assigned to the business role. is provided in the file C04_CRM_WebClient_Business_Roles. Double-click Visible Direct Group Links. 6. links can be grouped into direct link groups and be assigned to a navigation bar profile. 1. Result You adjusted the business roles with new content. Logical Link ID SLS-QUT-CR Visible Logical Link Title Quotation Result You deactivated the direct link Quotation on the WebClient UI for business role BP_SLS_MAN. Choose Save (Ctrl+S). Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_PROFILE Customer Relationship Management  UI Framework  Business Roles  Define Business Role 2. Select Business Role BP_SLS_MAN. Procedure Complete the following steps to limit the content of BP_SLS_MAN. Group ID SLS-CREATE 4. 3. which will be the result when all settings within this guide have been made.xls in order to identify the relevant work center group links for the SAP Best Practices business roles.

a BOR object type with a method EXECUTE that supports synchronous calls is required. The transaction launcher can be used to launch URL’s and BSP / BOR transactions from other systems. The following SAP Notes have to be considered when using the transaction launcher for calling SAP GUI transactions.4 Include/Launch Transactions Use SAP GUI based and URL transactions can be included in the WebClient UI. They describe how to include ERP SAPGUI Transactions.1 Use Prerequisites for SAP GUI Transactions An RFC connection the SAP ERP system is required.1. This connection has already been created in the building block CRM Connectivity. If you intend to include certain CRM SAPGUI Transactions for an SAP CRM standalone implementation.4.1 Including SAP GUI Transactions Skip the complete section including all its sub-sections.4. BW) Target system (ERP.1 Use Defining RFC Destinations for Method Calls Assign the RFC destination to the target system for synchronous calling dialog methods in the target system. To launch an SAP GUI transaction a BOR object type with a method EXECUTE. in case SAP CRM is implemented as standalone solution without SAP ERP integration. The access to business transactions from the CRM WebClient UI is administered in the transaction launcher.SAP Best Practices CRM WebClient User Interface (C04) .Configuration Guide 6.1.1. which is defined in the transaction launcher. SAP Note # 1021222 1029777 888931 System Target system (ERP. © SAP AG Page 21 of 49 . This requires the RFC destination to the target system to be assigned for synchronous calling dialog methods in the target system. The screens for BOR based launch transactions are launched through the ITS (Internet Transaction Server) service. you can of course use these sections as a how-to description. 6.4. that supports synchronous calls is required and will also be defined in this activity. which are used in the integrated SAP Best Practices for CRM scenarios. BW) Source (CRM) Component CRM-IC-ABO CA-GTF-IC-ABO CRM-IC-ABO Description Display problems for SAPGUI transactions via ITS (CCMP_RABOX) Launch Transaction to ERP or R/3 system dumps on logon Display problems for SAPGUI transactions via ITS 6. To launch a GUI transaction. 6.

As the screens for BOR based launch transactions are launched through the ITS (Internet Transaction Server) service. e. Access the activity to assign the RFC destination for synchronous method call using the following transaction: Transaction code SAP CRM IMG Menu BD97 SAP NetWeaver  Application Server  IDoc Interface / Application Link Enabling (ALE)  Communication  Determine RFC Destinations for Method Calls 2. RS5CLNT213) <RFC destination> <Name as defined previously>. Save your settings. Choose the logical system corresponding to the target system from the tree and choose button Standard dialog destination to assign the standard RFC destination for dialog calls for the ERP system. Define logical system and assign ITS URL (if it has not been defined yet) Transaction code SAP CRM GUI menu CRMS_IC_CROSS_SYS Interaction Center → Interaction Center WebClient → Administration → System Parameters → Define Transaction Launcher Logical Systems and URLs 2.4. CRMCLNT213) Field Entry Details Logical system <Logical system> © SAP AG Page 22 of 49 . typically <ERP system ID>CLNT<client>. CRMCLNT213) Select the logical system defined for the connected CRM system used in the previous step (for example. e. Delete all existing entries in this table. Procedure 1. Field Name CRM system Mapped Logsys <Logical system> Enter the logical system defined for the connected CRM system used in the previous step (for example.g. Field Name Receiver/server Field Entry <logical system> (Name as defined previously.SAP Best Practices CRM WebClient User Interface (C04) .2 Use Defining Transaction Launcher Use this activity to define the logical system and the URL’s for the transaction launcher. 3.Configuration Guide Procedure 1. where the transaction is called. RS5CLNT213 RFC destination for dialog calls 3. typically <ERP system ID>CLNT<client>.. Create two new entries (for the relevant CRM and ERP system) with the following values. which sets the access to business transactions from the CRM WebClient UI. the URL to the ITS service needs to be assigned to the logical system associated with the target system.1. 6.1.g.

For calls to the CRM system use the parameter value IC_LTX in the URL. Result Logical system and the URLs for the transaction launcher.Configuration Guide Field Entry <ITS client> Details The ITS client is the system client where the launch transactions are executed (for example. Choose Utilities  Settings.corp:8077/sap/bc/gui/sap/its/webgui/!? ~transaction=IC_LTXE&~okcode=ICEXECUTE For calls to the ERP system use the parameter value IC_LTXE as stated above. 213) Points to the system where the launch transactions are executed (see note 888931): Enter logical system defined for the connected ERP system used in the previous step (for example.SAP Best Practices Field Name ITS Client CRM WebClient User Interface (C04) . Alternatively the server and port of the ITS can be found as follows: • • • Call transaction SE80. 213) Points to the system where the launch transactions are executed (see note 888931): URL of ITS ERP system Mapped Logsys <URL> <Logical system> Logical system <Logical system> ITS Client <ITS client> URL of ITS <URL> How to get the URL of ITS: <http://<host>:<port>/sap/bc/gui/sap/its/webgui/!?~transaction=IC_LTXE& ~okcode=ICEXECUTE> For example. From the Active Services list choose the port for the HTTP service. have been defined for the CRM and the ERP system.wdf. 4. • • The host name can be derived from the message server of the underlying ERP or CRM system. http://uscirs5. which sets the access to business transactions from the CRM WebClient UI. Choose Goto  Services. The port can be determined as follows: • • • • Call transaction SMICM in the ERP or CRM system. ERPCLNT213) Select logical system defined for the connected ERP system used in the previous step (for example. Choose tab Internet Transaction Server. ERPCLNT213) The ITS client is the system client where the launch transactions are executed (for example.sap. © SAP AG Page 23 of 49 . Choose Save (Ctrl+S).

3 Use Setting TSTC to Synchronous (CRM) This step sets the method EXECUTE of the BOR object type TSTC (transaction) to support synchronous calls. Choose Change and confirm the information message.1. Access the activity using the following navigation option: Transaction code SAP ERP GUI menu SWO1 Tools → ABAP Workbench → Development → Business Object Builder 2. 3. 7. 6.4 Use Setting TSTC to Synchronous (ERP) This step sets the method EXECUTE of the BOR object type TSTC (transaction) to support synchronous calls. Choose Continue (Enter). Generate the object by choosing Generate (Ctrl+F3).SAP Best Practices CRM WebClient User Interface (C04) .2 Use Procedure to Include SAP GUI Transactions (Optional) © SAP AG Page 24 of 49 . 6.4. Choose Continue (Enter). Open the folder Methods and select method Transaction. Access the activity using the following navigation option: Transaction code SAP CRM GUI menu SWO1 Architecture and Technology → ABAP Workbench → SAP Business Workflow -> Definition Tools -> Application Integration → Business Object Builder 2. 6.4. 3. 4. Choose Change and confirm the information message. Execute with double-click. 5.1.1. 6. Generate the object by choosing Generate (Ctrl+F3). Procedure 1. Enter TSTC as Object/Interface Type. Procedure 1. 5. 7.4. Enter TSTC as Object/Interface Type. Open the folder Methods and select method Transaction. 4. Set the checkbox Synchronous on tab General.Configuration Guide 6.Execute with double-click.1.1. Set the checkbox Synchronous on tab General.

6. a transaction launcher needs to be configured.1.SAP Best Practices CRM WebClient User Interface (C04) . ID Component Set Description Class Name Stateful Raise Veto Screen Further Technical Details Transaction Type Logical System BOR Object Type Method Name Parameter Value Parameter A – BOR Transaction <Logical system for ERP defined for the transaction launcher in the previous step> (e. enter directly): Field Name Screen Entries Launch Trans.4.Configuration Guide The following sections describe via an example how to include an ERP transaction into the WebClient.1 Use Configuring Transaction Launcher For each GUI transaction to be called. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_ACTIONWZ Customer Relationship Management  UI Framework  Technical Role Definition  Transaction Launcher -> Configure Transaction Launcher 2.2.g. RS5CLNT213)> TSTC EXECUTE Object Key MMBE <Leave it blank> YBP_ERP_TX_MMBE ALL ERP Transaction MMBE <give an own name for the class which does not exist already in the system> Field Entry Screen 1 – Introduction (Continue) Screen Technical Details Screen Transaction Parameters Screen Activity Clipboard Integration © SAP AG Page 25 of 49 .. Enter the following data in the steps of the Wizard (if not offered by the input help. Transaction MMBE Source System ERP Field Entry Stock Overview Procedure 1. The following SAP GUI transactions will be made accessible from the CRM WebClient.

Choose view Define Logical Links and create a new link with the following details (for necessary title translation choose menu path Goto  Translation): Field Name Logical Link ID Type Target ID Parameter Parameter Class Icon Name (optional) Title (EN) Title (DE) Title (ES) Title (FR) Title (PT) Title (RU) Title (ZH) Title (TR) Title (NL) Title (IT) Title (CS) Title (PL) Title (DA) Title (FI) Stock Overview Bestandsübersicht Resumen de stocks Synthèse des stocks Visão geral de estoques обзор запасов 库存总览 Stoka genel bakış Voorraadoverzicht Riepilogo stock Přehled zásob Przegląd zapasów Beholdningsoversigt Varastotilanne Field Entry YB-TX-MMBE C Launch Transaction EXECLTX YBP_ERP_TX_MMBE CL_CRM_UI_LTX_NAVBAR_PARAM © SAP AG Page 26 of 49 .Configuration Guide Field Entry 6. Procedure Create direct link for the transaction and make it available on the WebClient UI for a specific business role.4. 1.SAP Best Practices Field Name Screen Complete Choose Complete CRM WebClient User Interface (C04) . Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_NBLINKS Customer Relationship Management  UI Framework  Technical Role Definition  Define Navigation Bar Profile 2.2 Use Creating Logical Link for Transaction This activity defines logical links to be used in the CRM WebClient UI. A logical link is defined for each transaction assigning the corresponding transaction launcher as parameter.2.1.

2.3 Use Assigning Link to Work Center To make the logical links available for a business role. CRM WebClient User Interface (C04) . Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_PROFILE Customer Relationship Management  UI Framework  Business Roles  Define Business Role 2. Result You added a new link to the WebClient UI for holders of business role BP_SLS_MAN with which you can start an ERP transaction. Choose Adjust Work Centers Group Links and set the following records to “visible”: Work Center ID SLS-REPORT Group ID SLS-PRD-RE Logical Link ID YB-TX-MMBE In Menu Visible 4. Select Business Role BP_SLS_MAN. which themselves are assigned to work centers. the links are assigned to work center link groups. 5. © SAP AG Page 27 of 49 . Save your entries. Save your entries.4. Choose Save (Ctrl+S). Logical Link ID YB-TX-MMBE Position 6.SAP Best Practices Field Name Title (JA) Title (NO) Title (SV) Title (HE) Title (KO) Title (HU) Title (RO) Description (EN) 3. Procedure 1.1. Select the following Group ID and in view Assign Links assign the new links: Group ID SLS-PRD-RE 6.Configuration Guide Field Entry 在庫状況照会 Beholdningsoversikt Lageröversikt ‫סקירת מלאי‬ 공급업체에 제공한 자재 재고 Készletáttekintés Imagine generală stocuri analogous to <title> 4. 3. Choose view Define Work Center Link Groups.

3. Choose Save (Ctrl+S). Access the activity using one of the following navigation options: Transaction code CRMC_UI_ACTIONWZ © SAP AG Page 28 of 49 . if you don’t want to integrate any Web page into the CRM WebClient.4.SAP Best Practices CRM WebClient User Interface (C04) .2 6. Procedure 1.2. the URL to run has to be defined in the URL repository. 6.1 Use Procedure to Include URL Transactions Configuring Transaction Launcher This activity configures the transaction launcher required to call the URL from the WebClient UI.com Field Entry Y_STOCK_QUOTES Stock Quotes Get Result You have entered the URL for your Web page.quote.2 Use Including URL Transactions (Optional) The following sections describe via an example how to include a Web page into the WebClient.4.4. Define URL in the URL repository Transaction code SAP CRM IMG menu SPRO Customer Relationship Management  Interaction Center WebClient  Basic Functions  Transaction Launcher  Define URLs and Parameters 2. Procedure 1.2. Setup of URL Based Launch Transaction Field Name URL ID Description Request Method Non-BSP URL URL 4. 6.4.1 Use Prerequisites for URL Transactions (Example) In order to run URL transactions.2. www.Configuration Guide 6. Choose Maintain and create a new entry. You can skip this section with all its sub-sections.2.

2.2. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_NBLINKS Customer Relationship Management  UI Framework  Technical Role Definition  Define Navigation Bar Profile © SAP AG Page 29 of 49 .2 Use Creating Logical Link for Transaction This activity defines a logical link to be used in the CRM WebClient UI. Enter the following data: Field Name Screen 2 Launch Trans.SAP Best Practices SAP CRM IMG menu CRM WebClient User Interface (C04) .4. 1. Procedure Create direct link YB-UR-STOCK and make it available on the WebClient UI under Reporting for business role BP_SLS_MAN. ID>) Set flag only if Web page has to be displayed in a new window Y_STOCK_QUOTES (= URL_ID from section Prerequisites for URL Transactions) ALL Field Entry Screen 1 – Introduction (Continue) 6.Configuration Guide Customer Relationship Management  UI Framework  Technical Role Definition  Transaction Launcher  Configure Transaction Launcher 2. ID Component Set Screen 3 Description Class Name Stateful Raise Veto Screen 4 Transaction Type URL ID Screen 5 Parameter Screen 6 Parameter Screen 7 Choose Complete <Leave is blank> <Leave is blank> B URL Transaction Y_STOCK_QUOTES (= URL_ID from section Prerequisites for URL Transactions) Stock Quotes (= Description from section Prerequisites for URL Transactions) CL_Y_STOCK_QUOTES (= “CL” + <Launch Trans. The corresponding transaction launcher for the URL is assigned as parameter.

ID from section Configuration Transaction Launcher) CL_CRM_UI_LTX_NAVBAR_PARAM 3. Double-click on view Define Work Center Link Groups.Configuration Guide 2. Select the Group ID listed in the next step and double-click on view Assign Link 5.SAP Best Practices CRM WebClient User Interface (C04) . 4. Choose New Entries and assign the following logical link: Field Name Group ID Logical Link ID Field Entry SLS-MAR-RE YB-UR-STOC © SAP AG Page 30 of 49 . Double-click on view Define Logical Links and create a new link with the following details (for necessary title translation choose menu path Goto  Translation): Field Name Logical Link ID Type Target ID Parameter Parameter Class Icon Name (optional) Title (EN) Title (DE) Title (ES) Title (FR) Title (PT) Title (RU) Title (ZH) Title (TR) Title (NL) Title (IT) Title (CS) Title (PL) Title (DA) Title (FI) Title (JA) Title (NO) Title (SV) Title (HE) Title (KO) Title (HU) Title (RO) Description Stock Quotes (= Description from section Prerequisites for URL Transactions) Aktienkurse Cotizaciones de bolsa Cours de la bourse Cotações de ações котировки акций 股票报价 Hisse senedi Aandelenkoersen Quotazioni di borsa Kurzy akcií Notowania giełdowe Aktiekurser Osakekursseja 株価 Aksjekurser Aktiekurser ‫מחירי מניות‬ 주식 시세 Tőzsdéről Cotaţii bursiere Stock Quotes (analogous to <Title>) Field Entry YB-UR-STOC C Launch Transaction EXECLTX Y_STOCK_QUOTES (= Launch Trans.

1 Creating System Users Use These system users are only intended to be used for accessing the CRM system exclusively via the CRM WebClient. As power users are not necessarily assigned in the organizational model. only the InfoCube and the query variable in the URL have to be changed. Double-click on view Adjust Work Center Group Links and set the following record: Work Center ID SLSREPORT Group ID SLS-MAR-RE Logical Link ID YB-UR-STOC In Menu Visible Logical Link Title Stock Quotes 4. Procedure Complete the following steps to extend the content of business role BP_SLS_MAN.SAP Best Practices Field Name Position 6. Select Business Role BP_SLS_MAN.Configuration Guide Field Entry <empty> 6.2. CRM WebClient User Interface (C04) . 3. 7 Creating Users for WebClient UI 7. the business role is assigned to the user by directly. 1. there is a need for a power user. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_PROFILE Customer Relationship Management  UI Framework  Business Roles  Define Business Role 2. The power user holds all the business content available in CRM WebClient UI. Save your entries.3 Use Assigning Link to Work Center Assign the logical link to a work center link group to make it available for a business role. Choose Save (Ctrl+S). Result You added a new link to the WebClient UI for holders of business role BP_SLS_MAN. If you would like to call a different report. like setting up organizational structure or editing its hierarchy.2. © SAP AG Page 31 of 49 . This link runs the BW Report Incoming Orders (ERP). For technical reasons.4.

Procedure Create the following system users: User SALES_DIR SALES_MAN SALES_EMPL MKT_MAN MKT_EMPL SERV_MAN SERV_EMPL SERV_TECH IC_MAN IC_AGENT_MKT IC_AGENT_SAL IC_AGENT_SRV IC_AGENT_SUP POWER_USER Last Name Seller Stone Curtis Richard Lion Reval Lee Carter Lucata Dean Coltman Anderson Best User First Name Peter Jennifer Michael Melanie Richard Ryan Barbara Matthew Angela Michelle Julie Ann Peter Power Function Sales Director Sales Manager Sales Employee Marketing Manager Marketing Employee Service Manager Service Employee Service Technician IC Manager IC Agent Marketing IC Agent Sales IC Agent Service IC Agent Support Configuration User 1.Configuration Guide These system users will be assigned to employees in the Building Block CRM Organizational Model. enter the system user name. 3. Enter the following data: Field Name Address tab page Last name First name Function E-mail Parameter ID Parameter Value Logon data tab page Initial password Repeat password initial initial <last name of user> <first name of user> <any description> (optional) <E-mail address> (optional) CRM_UI_PROFILE BP_POWERUSER Entry Parameters tab page (Only for user POWER_USER!) © SAP AG Page 32 of 49 . In the User field. choose one of the following navigation options: Transaction code SAP CRM GUI menu SU01 Architecture and Technology  System Administration  User Maintenance  Users 2. To create a new system user. 4.SAP Best Practices CRM WebClient User Interface (C04) . Choose Create (F8).

after he or she has logged on to the system and authenticated himself or herself. To access business objects or execute SAP transactions. On the basis of the authorization concept. Log on to the CRM system with these users one after another and change the initial password initial to the new password welcome. the administrator assigns authorizations to the users that determine which actions a user can execute in the SAP system.2 Adapting System Users Use With this activity you change the initial password of each of the new system users with the first system logon. 7. The authorizations are combined in an authorization profile that is associated with a role.Configuration Guide Dialog Empty (Assignment takes place in section Authorization Setup) Empty Result The system users are now created in the CRM system. CRM WebClient User Interface (C04) . and services in SAP systems from unauthorized access. For recommendations regarding security for system users please see: http://help. as business objects or transactions are protected by authorization objects. The user administrators then assign the corresponding roles using the user master record. a user requires corresponding authorizations. Choose Save (Ctrl+S).com  SAP NetWeaver 7. The password for the new system users is still an initial value. Result The SAP Best Practices Business Process Documentation for the scenarios expects the password welcome for these users. © SAP AG Page 33 of 49 . programs. 8 Authorization Setup Purpose The SAP authorization concept protects transactions.sap. The authorizations represent instances of generic authorization objects and are defined depending on the activity and responsibilities of the employee.SAP Best Practices User type Roles tab page Role Profiles tab page Profile 5.1  System Configuration and Administration  Security Guide Procedure 1. so that the user can use the appropriate transactions for his or her tasks.

Access the activity using the following navigation option: Transaction code SU25 If you have used the Profile Generator in an earlier release and want to compare the data with the new SAP defaults after an upgrade choose Information about this transaction for a detailed description. Use SAP Best Practices for CRM facilitates the definition of an authorization concept by providing preconfigured business roles with navigation bars and logical links adapted to the SAP Best Practices scenario scope.SAP Best Practices CRM WebClient User Interface (C04) . Confirm the information message. Choose action Installing the Profile Generator  Initially Fill the Customer Tables.Configuration Guide SAP CRM uses the Business Role concept in the WebClient UI as a central object for controlling the navigation bar. The business role is assigned to an organizational unit in the Organizational Model. The user is assigned to an organizational unit as well.1 Installing the Profile Generator Use This transaction is used to fill the customer tables of the Profile Generator the first time the Profile Generator is used. © SAP AG Page 34 of 49 .2 Authorization Profile Use The predefined SAP Best Practices PFCG roles uploaded into the system in section Uploading PFCG Roles already have authorization object assignments suited to the scope of the Best Practices Business Roles. predefined PFCG roles tailored to the Business Role scope can be used to automatically create the corresponding authorization profiles. The business role is assigned to an authorization profile via a PFCG role. Procedure 1. the logical links and the authorizations for users. All authorization profiles can be adapted according to the necessary requirements and the authorization concept that has to be realized. or update the customer tables after an upgrade. 8. 2. 3. 8. These profiles are only intended to be used as a starting point for the definition of a customer-specific authorization concept. otherwise proceed with the following step. respectively. The authorization profiles provided by SAP Best Practices must not be used in a production system because completeness and correctness can not be guaranteed. In addition.

In field Role enter single role BP_* (see list of roles below) and choose Change. 8. 6. 4. 5. Choose Complete Comparison. Enter user MKT_EMPL in field UserID and choose enter. © SAP AG Page 35 of 49 .1 Generating Authorizations Profiles Procedure 1.SAP Best Practices CRM WebClient User Interface (C04) .2. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu PFCG Customer Relationship Management  UI Framework  Business Role  Define Authorization Role 2. Choose button Generate. 8. 3. Choose User Comparison. 6. 7. 5. 3. Procedure 1. Choose tab User. Access the activity using one of the following navigation options: Transaction code PFCG 2. Repeat these steps for all single roles being listed here: Single value BP_* (all 13 single roles which have been uploaded with composite role BP_CRM_COMPOSITE_ROLE) SAP_CRM_OR_* (all single roles existing) SAP_CRM_UIU_FRAMEWORK SAP_PCC_ERMS_ADMIN Result The profiles of all necessary single authorization roles have been generated. Please see SAP Note 0338537 for some guidelines. Enter role BP_MKT_EMPLOYEE and choose Change.Configuration Guide If this authorization does not apply to your project.2 Use Assigning PFCG Roles to Users The SAP Best Practices PFCG roles have to be assigned to the users. 4. Choose Save and confirm the default profile name. you should restrict the rights of the user according to your internal authorization guidelines. Select option Edit old status and choose Execute.2. Choose Back (F3) twice. On tab Authorizations choose button Expert mode for Profile Generation. 8.

Configuration Guide 8. CRM WebClient User Interface (C04) . Choose Save.SAP Best Practices 7. Repeat these steps for the following assignments of users to roles: System User POWER_USER Role Assignments SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_ADMIN SAP_CRM_OR_USER BP_POWERUSER SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_ADMIN SAP_CRM_OR_USER BP_MKT_MANAGER SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_USER BP_MKT_EMPLOYEE SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_ADMIN SAP_CRM_OR_USER BP_SLS_MANAGER SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_ADMIN SAP_CRM_OR_USER BP_SLS_MANAGER SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_USER BP_SLS_EMPLOYEE SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_ADMIN SAP_CRM_OR_USER BP_SRV_MANAGER SAP_CRM_UIU_FRAMEWORK SAP_CRM_OR_USER BP_SRV_EMPLOYEE SAP_CRM_UIU_FRAMEWORK BP_SRV_TECHNICIAN SAP_CRM_UIU_FRAMEWORK SAP_PCC_ERMS_ADMIN SAP_CRM_OR_USER BP_IC_MANAGER SAP_CRM_UIU_FRAMEWORK BP_ICAGENT_MKT SAP_CRM_UIU_FRAMEWORK BP_ICAGENT_SLS SAP_CRM_UIU_FRAMEWORK BP_ICAGENT_SRV SAP_CRM_UIU_FRAMEWORK BP_ICAGENT_SRV MKT_MAN MKT_EMPL SALES_DIR SALES_MAN SALES_EMPL SERV_MAN SERV_EMPL SERV_TECH IC_MAN IC_AGENT_MKT IC_AGENT_SAL IC_AGENT_SRV IC_AGENT_SUP © SAP AG Page 36 of 49 .

The URL of the CRM WebClient UI has the following structure (default configuration): http://<Host Name>. Call transaction SMICM.sap.htm Host Name.g. 3. © SAP AG Page 37 of 49 .corp:50010/sap/bc/bsp/sap/crm_ui_frame/default. Choose Transaction CRM_UI 2. Procedure Access from SAP GUI: 1.<Domain Name>. The CRM WebClient UI language is automatically determined from the Web Browser settings. e. Access via URL The CRM WebClient UI can also be accessed using a Uniform Resource Locator (URL). 9 Entering the CRM WebClient UI Use The purpose of this activity is to describe how to access the WebClient UI. To change the language for the Internet Explorer: • • • Choose Tools → Internet Options Choose Languages Make sure that the required language is listed on the first position in the Languages list.<Extension>:<Port Number>/sap/bc/bsp/sap/ crm_ui_frame/default. choose a user. Choose Goto → Services. On the logon screen. Domain Name and Extension can be derived from the message server of the underlying CRM system.SAP Best Practices CRM WebClient User Interface (C04) .wdf. 3.htm For example: http://vmw1234.Configuration Guide In case of authorization problems when running the CRM WebClient please use the document CRM Web UI: Analyzing Authorization Problems attached to SAP Note 1244321 as guidance. 2. The port can be determined as follows: 1. Result You have set up access to the CRM WebClient UI and logged on with one of the defined users possessing the assigned business role. POWER_USER with password welcome. From the Active Services list choose the port for the HTTP service.

Besides it is possible to change the font size. From the dialog box you can change Time Zone. 2. it is possible to adjust the settings.Configuration Guide 10Personalization of CRM WebClient UI (Optional) 10. There are a couple of pre-defined skins which you can choose for the user interface. Procedure 1. 10. Log on to the WebClient UI as described in section Entering the CRM WebClient UI with your user and password. 2. Result You adjusted the date and time settings according to your needs.SAP Best Practices CRM WebClient User Interface (C04) . Navigate to the Personalize Layout dialog screen: SAP CRM WebClient menu Personalize  Personalize Settings 3.2 Personalize Settings Use If the user prefers a different way to display date and time than the general settings. Procedure 1. The values of these fields here correspond with those in transaction SU01. © SAP AG Page 38 of 49 . Result You have assigned a new skin and text size to your WebClient UI. 4. Decimal Notation. Change skin and text size according to your preferences. 4.1 Changing Layout Use You can adjust the design of the WebClient UI according to your individual preferences. Date Format and Time Format. Choose Save. Navigate to the Personalize Layout dialog screen: SAP CRM WebClient menu Personalize  Personalize Layout 3. Log on to the WebClient UI as described in section Entering the CRM WebClient UI with your user and password. Choose Save.

Log on to the WebClient UI and navigate to your Work Center Home Page where you want to change the Work Center Link Groups. Mark the business role for which you want to define shortcuts. 4. they can be removed by personalization for the logged-on user. Click the Personalize icon (small rectangle-shaped/pencil icon (depends on your skin)) on the top-right corner of the work center page. 10. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_PROFILE Customer Relationship Management  UI Framework  Business Roles  Define Business Role 2.4 Shortcuts Use Shortcuts help to quickly navigate to or focus on a specific frequently used object. 2. Click on New Entries. From the input help. It is also possible to remove fields from views in other work center pages by personalization.SAP Best Practices CRM WebClient User Interface (C04) . Result Only the necessary Work Center Link Groups are displayed.1 Defining Shortcuts Procedure 1. 7. 10. 3. 4. you can use a combination of keys to directly navigate to the target. Enter the key combination for your shortcuts by choosing the right key from the list and checking the box for the additional key (Alt. Click Save. Ctrl. 8. © SAP AG Page 39 of 49 .4. 6. In the shown screen you can decide for each Work Center Link Group in the corresponding dropdown list box to replace it by another one or do not display this Link Group anymore (by selecting the blank entry from the dropdown box). Personalization is user-specific. Double-click on Define Keyboard Shortcuts. Shift or Esc). 3. Click Back.Configuration Guide 10. 5. Procedure 1. If some of them are not relevant. Instead of clicking several times for navigation.3 Deactivating Work Center Link Groups Use Work center link groups within a work center page can be deactivated by the user directly on the WebClient UI. Choose Save. choose the IDs for which you want to enter the shortcuts.

10. Navigate to the Personalize Shortcuts dialog screen: SAP CRM WebClient menu Personalize  Personalize Shortcuts 3. 4. In the upper part of the dialog box it is possible to define how many lines are shown in the result list on one page. Click the Personalize icon on the top-right corner of the table view. Define the width of the displayed columns by changing the percentage in the table displayed columns. 2. 4. 7. Result You added shortcuts for your frequently used objects. 2. Choose the entry from the list for which you want to create a shortcut and define the combination.5 Personalize Table Views Use You can personalize table views in order to display exactly the columns with information you currently need.SAP Best Practices CRM WebClient User Interface (C04) . Navigate to the table view which you want to personalize. Log on to the WebClient UI as described in section Entering the CRM WebClient UI with your user and password.2 Enabling Shortcuts Procedure 1. Exchange the columns by highlighting a column and clicking the corresponding arrow. Procedure 1. 10. Choose Save.Configuration Guide Result Your defined shortcuts can be used in the WebClient UI. © SAP AG Page 40 of 49 . 3. Choose Save. Result You have changed the displayed columns in the table view. 5.4. 6. Log on to the WebClient UI as described in section Entering the CRM WebClient UI with your user and password. This accelerates searches and makes the employee’s work more efficient. In the Personalization dialog box you can decide whether columns should be hidden (available columns) or shown (displayed columns).

8. In the upper part of the dialog box it is possible to define how many lines are shown in the result list on one page.1.Configuration Guide 10. Choose Save. 4.g. Choose Save.SAP Best Practices CRM WebClient User Interface (C04) . Procedure 1. Result You have adjusted the overview pages according to your preferences. Open the User Interface (UI) Configuration Tool. You can decide whether columns should be hidden or displayed. In field Component enter value BP_EMPL and choose Display. 5. 7. © SAP AG Page 41 of 49 . 11UI Configuration using BSP Component Workbench 11. Log on to the WebClient UI as described in section Entering the CRM WebClient UI with your user and password. In the Personalization dialog you can decide whether assignment blocks should be displayed or hidden. Transaction code SAP CRM GUI menu BSP_WD_CMPWB Architecture & Technology  Configuration  Access BSP WD Workbench 2.1 Adding Fields to Master Data Entry Screens 11.6 Personalize Overview Pages Use On the different overview pages you can adjust the displayed assignment blocks as well as the table view within the assignment blocks. for Corporate Accounts). 3. Click the Personalize icon on the top-right corner of an Assignment Block. 6. 2. Exchange the columns by highlighting a column and clicking the corresponding arrow.1 Use The database field Grouping in the view Employee has to be added in the view as this field is hidden in the SAP CRM standard entry screen. Navigate to the overview page which you want to personalize (e. Maintaining Entry Screen for Employees Procedure 1. Exchange the assignment blocks by highlighting the entry and clicking on the arrow. Click the Personalize icon on the top-right corner of the overview page.

3. after field Language). Choose button Display <-> Change to switch from Display to Change mode and select a customizing request if necessary. 8. 5. Result If you go back to the Component Structure Browser of component BP_EMPL open the view Component  Views  BP_EMPL/EmployeeDetails with double-click. 4. select the view Component  Views  BP_Head/AccountDetails. Choose Choose Configuration. 12. 6. EMPLOYEE  Nationality. 11. highlight the field EMPLOYEE  Grouping and then choose the button “+” (Add Field). 10.g. 5. 13. Choose Edit to switch into Change mode. In this case you have to select an existing Role Config. Transaction code BSP_WD_CMPWB SAP CRM GUI menu Architecture & Technology  Configuration  Access BSP WD Workbench 2. © SAP AG Page 42 of 49 .SAP Best Practices CRM WebClient User Interface (C04) . Open this view with double-click. i. Open this view with double-click.Configuration Guide 3.e. Choose Copy Configuration and choose YES on the confirmation screen. Key. Choose Save. You can see the new customer configuration having Config Key BP_POW_USR. Confirm the logon with your CRM user and password 6. 9.2 Use Maintaining Entry Screen for Corporate Accounts The database field Grouping in the view BP:HEAD/AccountDetails has to be added in the view as this field is a hidden field in the SAP CRM standard. 11. In the application area first highlight the field after which the new field shall be inserted (e. 4. 14. 7. Choose Show Available Fields. Typically the view changes have to be visible on the level of a Business Role. Choose Choose Configuration and select the single existing SAP standard configuration having Config Key <DEFAULT> and Component Usage <DEFAULT> with double-click. Procedure 1. In the Available Fields area. In the Component Structure Browser of component BP_EMPL select the view Component  Views  BP_EMPL/EmployeeDetails..g. e. BP_POW_USR and choose Continue. Connect to the host server with your CRM system user and password. Open the User Interface (UI) Configuration Tool. You can repeat these steps with a second new field. In the field Component enter the value BP_HEAD and choose Display.1. Select tab Configuration. Now you can decide on which level the adapted view will be visible. In the Component Structure Browser of component BP_HEAD. Select tab Configuration.

10. 15. Choose Show Available Fields. Select tab Configuration. Confirm the Customizing request. 3. Language). 14. In the field Component enter the value BP_CONT and choose Display. Choose view BP_CONT/ContactQuickCreateEF with double-click. Transaction code BSP_WD_CMPWB SAP CRM GUI menu Architecture & Technology  Configuration  Access BSP WD Workbench 2. 9. 13. Choose Save to save your entries. Confirm the Customizing request. 16. Then choose the button “+” (Add Field) on the left hand side of the screen. 9.Configuration Guide 7. 8. Choose Edit to switch to Change mode. 4.SAP Best Practices CRM WebClient User Interface (C04) . Now highlight the currently entered field Grouping in order to place a second field below. 10.g. 14. 12.3 Use Maintaining Entry Screen for Contact Persons The database field Grouping in the view Contact has to be added in the view as this field is a hidden field in the SAP CRM standard. 11. Open the User Interface (UI) Configuration Tool. Choose Save to save your entries. In folder HEADER highlight field Search Term 1 and choose the button “+” (Add Field) on the left hand side of the screen. In the Component Structure Browser of component BP_CONT. Select tab Configuration. Choose Choose Configuration. 5.1. Choose Show Available Fields and click on the field. Procedure 1. 11. Open this view with double-click. 7. below which you want to insert the new field (e. 17. Open the folder HEADER and highlight the field Grouping. Object Type BP_ACCOUNT and Object Subtype INDIVIDUAL with double-click. Choose the button “+” (Add Field) on the left hand side of the screen. 6. Select entry with Config Key <DEFAULT>. 8. Confirm the logon with your CRM user and password. 11. Highlight the field HEADER  Grouping (left side) and highlight the field ID in group General Data (right side). Choose the button “+” (Add Field) on the left hand side of the screen. Choose Show Available Fields. Choose Save to save your entries. 12. © SAP AG Page 43 of 49 . Component Usage <DEFAULT>. 13. select the view Component  Views  BP_CONT/ContactDetails. Highlight the field HEADER  Grouping and highlight the field ID in group General Data.

SAP Best Practices CRM WebClient User Interface (C04) . Log on as Power User (user POWER_USER. Press F2. Now highlight the currently entered field Grouping in order to place the second field below. In order to get the component and view name. Language). Choose Edit to switch into Change mode. first identify the view and its technical information needed to make the changes in the Component Workbench.1 Use Identifying Component In order to change a view. password welcome) and navigate to the account search.Configuration Guide 15. In folder BUILHEADER highlight field Search Term 1 and choose the button “+” (Add Field) on the left hand side of the screen. 1. Procedure You can identify the component you’re working with by following the next steps. Choose Show Available Fields and click on the field below which you want to insert the new field (e. 18. Fields can be displayed. Open the folder BUILHEADER and highlight the field Grouping. SAP CRM WebClient menu Account Management  Accounts 2. Choose Choose Configuration and select the context with the following values with doubleclick: Component Name: BP_CONT Page: CONTACTQUICKCREATEEF Config Key: <DEFAULT> Component Usage: <DEFAULT> Object Type: BP_CONTACT Object Subtype: CONTACT_CREATION Std. 21. Otherwise you can move to the next chapter. Choose Save to save your entries. removed or renamed on WebClient UI views. Click on any of the search input fields in the view Search criteria.2. 11. 11. press F2 while positioned in one of the fields. © SAP AG Page 44 of 49 . 3. When working with the WebClient UI you can press F2 to get technical information on the view you’re working with. 22. 17. Conf.: X 16. Then choose the button “+” (Add Field) on the left hand side of the screen. Confirm the Customizing request. 19.2 Field Deactivation on Views (Optional) Use The purpose of this chapter is to demonstrate how a screen can be modified if you have a requirement for it.g. As an example some changes will be done for the Account Management / Account Search page for business role BP_SALES_MAN. This can be achieved using the Component Workbench. 20. The first step to change a screen is to identify which view you want to change.

user SALES_MAN. remove or add some by using the controls provided for you. 4.2 Use Starting Component Workbench Use the Component Workbench to make changes to the Account Search for the business role of the sales manager. When the Account Management / Account Search page loads. Enter BP_HEAD_SEARCH as component. 9. Usage (Searched for): BP_HEAD_SEARCH MainSearch <DEFAULT> Search 11. Select the Browser Component Structure on the left hand side and navigate to Component  Views  BP_HEAD_SEARCH/MainSearch and select the view with double-click. Choose the Configuration tab. BP_SLS_MAN Search Result You edited the Account Management / Account Search page for the users holding the role BP_SLS_MAN. 5.Configuration Guide 4. Choose Enter. Log on to WebClient UI with a user holding the role BP_SLS_MAN (e. 3. Edit the fields. Continue?. rename. 10. PW welcome) and check the Account Management / Account Search page.SAP Best Practices CRM WebClient User Interface (C04) . 1. Procedure Using the component workbench you can edit views. fill in your logon data.2. it searches for your Role Configuration Key and loads the edited page automatically. Start the component workbench using the following transaction: Transaction code SAP CRM Menu BSP_WD_CMPWB Architecture and Technology -> Configuration -> Access BSP WD Workbench 2. You can note the following information: Component name View name Role Key (Searched for): Comp. © SAP AG Page 45 of 49 .g. You created a new screen as copy of the original and it is stored under your unique role configuration key for BP_SLS_MAN. Choose Save (Ctrl+S). Choose Copy Configuration and choose Yes to confirm the message Caution: The saved version of the configuration will be copied. 6. If asked for a logon to the SAP Web Application Server. 8. Enter the following data: Role Config Key Component Usage 7. Choose Display.

Choose Continue. © SAP AG Page 46 of 49 . 21.Configuration Guide 11. In the field Mapped to Window choose your Window (e. Leave all upcoming screens empty and finish the wizard. Choose your component (e.g.3. 15.g.g. 11.g. 19. In the field Component enter a name for a new component (e. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu BSP_WD_CMPWB Customer Relationship Management  UI Framework  UI Framework Definition  Configure User Interface 2. 7. ZWeatherWindow) and click Continue. 10.3 Integrate Add-Ins into Homepage (Optional) Purpose SAP CRM offers you to integrate views of other components into your homepage. Z_HP_EXT) in the field BSP Application and your view (e.g. 20. A wizard is displayed. 14. ZIFrame). If prompted choose a package and save. A wizard is displayed.1 Use Creating New Component and View In this section you define a new view which can be added to the homepage. Click Continue.SAP Best Practices CRM WebClient User Interface (C04) . 11. weather forecast) in this component and add them to your homepage. 18. Right-click on Views and choose Create.g. Right-click on the name of the window you just added (e. Do no changes on the following screens and finish the wizard. Choose Edit. In the Browser Component Structure right-click on Windows and choose Create. Expand the Windows section. 9. 16. 13. Enter a description and a window name and click Continue. 17. Choose Save. On the following screen enter a name for your window (e. Z_HP_EXT) and click Create. Procedure 1. 3. Z_HP_EXT/ZWeatherWindow) and click Continue. ZIFrame) in the field View. On the next screen enter a name for your view (e. Z_HP_EXT/ZWeatherWindow) and choose Add View. 12. 4.g. Click on Runtime Repository Editor. If prompted choose a package and save. 5. 6. 8. By this it is possible to define access to external add-ins (e. Choose Continue. Right-click on Component Interface and choose Add Interface View.g.

The respective component can be found in the field component (e.g.3. 10. Procedure 1. Procedure 1. WCC_SLS_HOME) and click Display. Add a component usage by right-click on Component Usages. Z_HP_EXT/ZWeatherWindow). SALES_EMPL). Z_HP_EXT).g. A window Technical Data is displayed. right-click on ViewArea and choose Add View. Log on to the CRM WebClient with your user (e. Sales Home). © SAP AG Page 47 of 49 . Choose Add Component Usage and enter an ID (e. 8. 2. Click and hold one object in the Work Area on the right-hand side. 4. WCC_SLS_HOME/SalesHome). 9. 7.2 Use Integrate the View into your Homepage In this section you map your created view to your homepage.g. 3. Click on Runtime Repository Editor.g.g.g. Weather. In the field BSP Application enter the name of the component which you created in section Create new component and view (e. Access the activity using one of the following navigation options: Transaction code SAP CRM Menu BSP_WD_CMPWB Architecture and Technology → Configuration → Access BSP WD Workbench 2. your newly created component as Used Component (e.1 Use Get the Right Component In order to map the view to the right component you first need to find out which is the right component. In the field Component enter the name of the component. Weather). Click Continue. 11. Choose Continue. In the field View choose the view which you created (e.3. Confirm the warning if prompted. Access the homepage using the following navigation: SAP CRM WebClient menu Home 3. 5.3.Z_HP_EXT/ZWeatherWindow). Expand the ViewSet which you looked up in the previous section (e. Z_HP_EXT) and the corresponding Interface View (e.Configuration Guide 11. which you looked up in the previous section (e.g. Navigate to the ViewArea. 6. Press F2. Click on Change. WCC_SLS_HOME) as well as the respective view (e. 4.g.2 Use Assigning the View to a Component Assign your view to the component.SAP Best Practices CRM WebClient User Interface (C04) .2.g. 11. 11.g.2.

21. Enter a title for your View. Click on Save. Click Continue. 11.3 Use Adding Functionality Add functionality to your view. Click Save. Result You have added a (blank) view to your homepage. Expand Views and mark the view. 4.Configuration Guide 14. 19. 9. 20. enter your user and password. Procedure 1. Choose Back. In the field Component enter the name of your new component (e. Navigate to the newly created view and click on the Configuration tab in the work area on the right-hand side. ZIFrame. On the structure tab of the right-hand side Work Area double-click on the HTML page of your View Layout (e. Result © SAP AG Page 48 of 49 . Enter the source code for your add-in. The following steps depend on the functionality you want to add. 17. 16.SAP Best Practices 12. If prompted choose the right transport request. Click on Display <-> Change. 5.g. 13. Z_HP_EXT) and click Display.g. 6. Choose Save. 15. 7. For integrating the functionality in the following activity you need to have the code for your intended functionality available. 18. Click on Display <-> Change.htm).3. Here we show you an example on how to add a JavaScript application like a weather forecast. Click on Component Structure Browser. CRM WebClient User Interface (C04) . You should now see your new view in the table Work Center Page Available Assignment Blocks. 8. The source code for functionalities like weather forecast or search engines is not delivered by SAP. Access the activity using one of the following navigation options: Transaction code SAP CRM Menu BSP_WD_CMPWB Architecture and Technology → Configuration → Access BSP WD Workbench 2. Mark the respective row and click one of the arrows below to add the view either to the Left Visible Column or the Right Visible Column. If prompted. 3.

© SAP AG Page 49 of 49 .Configuration Guide The Add-In was added to your homepage and can be used. this might be caused by a personalized homepage. Afterwards the Add-Ins are displayed.SAP Best Practices CRM WebClient User Interface (C04) . If your Add-In is not displayed on your homepage. Click on the Personalize icon of the respective homepage and click on the button Restore to Default.

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