SAP ERP 6.

0
Enhancement Package 5
RKT for
Embedded Org Chart in
Manager Self-Services

June 2010

Agenda

1. Embedded Org Chart Control

2. Configuration

2010 SAP AG. All rights reserved. / Page 2

Embedded Org Chart in MSS

Managers can now select staff or organizational entities in applications such as HCM
Processes and Forms via a embedded org chart view. The organizational chart control
visualizes organizational hierarchies within the managers' span of control. Users can
drill-down and navigate easily through their teams, finding a more human face of their
organization when they start a change request for a person, position or organizational
unit.

Embedded Org Chart view available in the following MSS applications:

HCM Processes & Forms:

Start Process for Employee

Start Process for Multiple Employees

Start Organizational Process

Competency Management:

Maintain Position Details

2010 SAP AG. All rights reserved. / Page 3

Business Rationale
Customer Pain Points

Lack of transparency and user-friendliness when trying to pick an employee, position,

organizational unit, or job within a manager's span of control when starting a change request
process or when editing position details within MSS.

Business Benefits

Better understanding of hierarchical relationships within the organization

Better comprehension of employeeorganization relationships

Ability to find the right people in your organization faster and therefore work more efficiently
with manager self-services

2010 SAP AG. All rights reserved. / Page 4

Background
The embedded Org Chart views are an alternative, optional frontend to the existing
Object and Data Provider (OADP)-based frontends in the applications mentioned.
In case the user logs-on in the Accessibility mode, the classical OADP Web Dynpro
screens will automatically show up and be used by the screenreader software.

Note on Licensing:
The embedded Org Chart view has been developed in cooperation with Nakisa.
The usage of this component (technical name EMBEDDED_ORGCHART 605) is free
of charge for MSS Customers, i.e. customers who have purchased the respective
license types for Manager Self-Service.
In contrast to Nakisas solution extension SAP Talent Visualization by Nakisa (STVN),
the Embedded OrgChart for MSS is not tied to an additional license fee - it is not sold
as part of STVN, but is integral part of SAP ERP EhP5.

2010 SAP AG. All rights reserved. / Page 5

Toolbar Features

Zoom:
Always on top, user can close by clicking toggle button in toolbar

Filter:
if filter values are activated, boxes not matching the filter criteria are shown greyed out

Hierarchy Structure Selection:

changes the objects shown in the Org Chart based on pre-defined hierarchy structures
Data View Selection:
changes the field content of the boxes based on pre-defined data views

Settings:
allows user to store personal settings as new default

Styles:
Choose between vertical, condensed, horizontal, combined

Simple search:
Search for any keyword across object types and fields

Advanced search:
Search across object types with one or more search fields

2010 SAP AG. All rights reserved. / Page 6

Styles (1): Horizontal and Vertical

2010 SAP AG. All rights reserved. / Page 7

Styles (2): Condensed and Vertical Condensed

2010 SAP AG. All rights reserved. / Page 8

Navigation (1)
Expand / Collapse hierarchies
one or two buttons,
depending on chosen hierarchy type

Make selected box the new root node

Opens up context-specific
drop-down menu

Move up one level

(if authorization allows)

2010 SAP AG. All rights reserved. / Page 9

Navigation (2)
Scrollbars within the Org Chart container will appear automatically when you move your
mouse indicator towards the borders of the Org Chart.

Note:
You can also move the entire chart by simply
using drag & drop for the entire chart, thus
moving the chart to any direction you like.

2010 SAP AG. All rights reserved. / Page 10

Multi-Select Features for Start Process for

Multiple Employees
For application Start Process for Multiple Employees, a Multiple Selection tray is
available as part of the toolbar.
It is open by default when the user enters the application.

Use drag & drop or press CTRL key and select multiple boxes. Selected boxes will
show up in Multiple Selection tray. Then proceed to next step in the roadmap via
standard navigation buttons.

2010 SAP AG. All rights reserved. / Page 11

Zoom & Map Panel

Map: serves as navigation and orientiation when

moving through larger structures. Move little rectangle to move
org chart in main content frame
Zoom factor to enlarge/decrease size of texts and portraits
Fit-to-page
Center Org Chart
Scrollbars coming up as transparent panes when moving mouse over
edges of Org Chart area
Default zoom factor can be set in customizing

2010 SAP AG. All rights reserved. / Page 12

Personal Settings
Allows user to set personal defaults for:

Hierarchy structure (objects)

Data View

Individual field selection

Style

Hierarchy levels to be automatically

expanded

Zoom factor

2010 SAP AG. All rights reserved. / Page 13

Choose Between Different Hierarchy Views

and Data Views

Temporarily switch between different

Hierarchy Structures (objects) and
Data Views (box content)
Will immediately refresh the org chart below
Categories are configurable in dedicated Org Chart visualization customizing
based on existing OADP views

2010 SAP AG. All rights reserved. / Page 14

Simple Search

Google-like search for any keyword across object types, i.e. user does not have to
decide first which field he is looking for and which object type
Search will be run within entire area of responsibility of user (in backend)

Delivers results regardless whether the all objects are already expanded and
therefore visible in the org chart
Show in hierarchy feature allows user to identify search results in hierarchy to verify
whether they have found what they had been looking for.

2010 SAP AG. All rights reserved. / Page 15

Advanced Search
Search with combination of search fields across object types

E.g. searching for Org Unit ID will bring up the corresponding Org Unit as well as the
assigned objects (positions or employees) in the Org Unit in the results lists.

2010 SAP AG. All rights reserved. / Page 16

View Details per Object in a Short Profile

A details panel called Short Profile

is shown next to the Org Chart.
The content of the details panel can
be adapted by way of adapting the
interface IF_HIER_VIS_BUILDER
which serves as enhancement spot
in via the standard enhancement
concept of SAP.

2010 SAP AG. All rights reserved. / Page 17

Agenda

1. Embedded Org Chart Control

2. Configuration

2010 SAP AG. All rights reserved. / Page 18

Activate & Configure

Download Flash component from SAP Service

Marketplace Download Area:
- SAP Note 1485853 Installation of EMBORGCH 605 auf ERP 6.0 EHP 5
- SAP Note 1433225 Organizational Chart Visualization in Manager Self-Services

Activate Business Function HCM_PD_UI_1.

Configure the necessary IMG Settings to model the views

and data in the Embedded Org Chart (Customizing of
Manager Self-Service (mySAP ERP) Organizational Chart
Visualization)

Note:
Make sure the WebDynpro ABAP component HIER_VIS_UI_WRAPPER
is set to active in the SICF.

2010 SAP AG. All rights reserved. / Page 19

User Parameter
For testing purposes, you can switch on and off the Org Chart visualization via user parameter
PDVIS_OFF = X in SU01 for a specific user. If switched off, the frontend will display the
respective OADP-Web Dynpro screens.

2010 SAP AG. All rights reserved. / Page 20

Configuration
IMG Configuration contains:

Activation of Org Chart control per application

Configuration of Hierarchy Structures (object views)

Configuration of Box Content (data views, fields, styles, colors)

Option to take over either SAP preconfigured customizing settings, or any customer-specific
OADP configurations existing in the current implementation of the MSS applications in question

2010 SAP AG. All rights reserved. / Page 21

Configure Organizational Chart Visualization

Check Standard Organizational Chart Configuration:

Customer can review the standard settings shipped in system tables (s-tables, cross-client).
Note: By default, once the Business Function is switched on, the Org Chart Visualization is active per SAPs
standard customizing settings.

Transfer Standard Organizational Chart Configuration:

Customer can transfer SAP standard delivery to customer tables (c-tables, client-dependent),
then adapt to their need.

Import Data from Object and Data Provider:

If customer already has configured MSS applications with specific OADP-customizing, he can also choose to
import existing OADP views into the Org Chart Visualization customizing (instead of taking over SAP
delivered preconfiguration)

Maintain transferred Organizational Chart Configuration:

Here, customers can create own configuration up from scratch, or adapt transferred SAP standard
customizing, or adapt their transferred OADP views.

2010 SAP AG. All rights reserved. / Page 22

Check Standard Organizational Chart

Configuration Configuration Samples
Settings for navigation nodes (in
our applications = Org Unit)
Possibility to add actionable events in
navigation box menu
(does not include SAPs standard,
application-specific menu actions)
Possibility to set attributes for
fields within navigation boxes

Settings for object boxes

assigned to a node
(employees, positions or jobs in
our applications)
Possibility to add actionable events in
object box menu
(does not include our standard,
application-specific menu acitons)

Possibility to set attributes for

fields within object boxes
2010 SAP AG. All rights reserved. / Page 23

Maintain Standard Organizational Chart

Configuration
Working with View Clusters:

Work your way down top-bottom in the structure in the left navigation frame

Before you can move to the next level in the tree in the left navigation frame, you must select
a value on the right hand detail frame.
Double-clicking or choosing
will show the Details screen per selected item in the right
hand detail frame.

2010 SAP AG. All rights reserved. / Page 24

Maintain Standard Organizational Chart

Configuration Hierarchy
Activate Org Chart Visualization
for a hierarchy (here
Webdynpro application)

Enable panels in Org Chart

controls toolbar per hierarchy

2010 SAP AG. All rights reserved. / Page 25

Implementation Class:
defines relationship between Org
Chart dlements and OADPdefined objects / fields / views
/business logic

Define cross-user defaults

(can be overwritten by userspecific settings)

Configuring Toolbar Panels of Org Chart

Control

2010 SAP AG. All rights reserved. / Page 26

Maintain Standard Organizational Chart

Configuration Structure
Overview of all Hierarchy
structures. Admin user should
select one and choose Details
(or double-click)

2010 SAP AG. All rights reserved. / Page 27

Structure Details + Org Chart Frontend

This setting
represents the text
for the tooltip of the
expan (+) icon for
the Object Boxes.
The same text
appears in the
context menu of the
Box for the Expand
Action
2010 SAP AG. All rights reserved. / Page 28

Colors used for Navigation

Boxes and Object Boxes are
defined here (left color bar in
box)

Navigation Field Group

Controls text represented as

group header in the Settings
and Advanced Search panels.

2010 SAP AG. All rights reserved. / Page 29

Navigation Events

You can add events that will show up in the context menu of a
navigation box.
Events need to be implemented in the Web Dynpro component that
is embedding the UI wrapper component
(HIER_VIS_UI_WRAPPER).

2010 SAP AG. All rights reserved. / Page 30

Navigation Fields

1 = Photo Area, 2 = Text Area, 3 = Icon Area

2010 SAP AG. All rights reserved. / Page 31

Navigation Box Field Formatting

Use these settings to

- show/hide field lables
- Configure font styles

2010 SAP AG. All rights reserved. / Page 32

Object Field Group

Employee portraits to be
shown in the org chart boxes
will be taken from the path
you specify here.

2010 SAP AG. All rights reserved. / Page 33

Object Events

You can add events that will show up in the context

menu of a navigation box.
Events need to be implemented in the Web Dynpro
component that is embedding the UI wrapper

component (HIER_VIS_UI_WRAPPER).

2010 SAP AG. All rights reserved. / Page 34

Object Fields

Item index:
defines the Order of the field in the
Box.
Sort order:
defines the order in which this field
will be sorted e.g. sort order 2 for
Employee Name and sort order 1
for Personnel Number means that
the records will be first sorted by
Personnel Number and then by
Employee Name.
Sort Flag:
selection of Ascending/Ddescending
order.
Event Identifier:
event code for the events defined at
field level (for example enabling link
for the field Email).
2010 SAP AG. All rights reserved. / Page 35

Object Box Field Formatting

Use these settings to

- show/hide field lables
- Configure font styles

2010 SAP AG. All rights reserved. / Page 36

Transfer Standard Organizational

Configuration
In order to modify SAPs standard configuration from the previous IMG activity (s-tables of view cluster), you
have to copy them in this activity to a customer-controlled space of the configuration view cluster (c-tables).
Then you can change all SAP-delivered settings in IMG activity Maintain Transferred Organizational Chart
Configuration.

2010 SAP AG. All rights reserved. / Page 37

Import Data from Object and Data Provider

You use this report to migrate any existing Object and Data Provider (OADP) configuration to the
Organizational Chart Visualization (hierarchy visualization) configuration, if you have already OADP
configuration for the Webdynpro applications in place. The OADP enables you display structures from
Organizational Management in a list or tree structure.
In order to create an organizational chart based on the existing OADP configuration, conceptual mapping
between the OADP and hierarchy visualization entities is required, which SAP delivers in an implementation
class for the supplied configuration and applications.

Select existing OADP views to add them

to the configuration tables of the
Organizational Chart Visualization.

2010 SAP AG. All rights reserved. / Page 38

Transfers OADP views into the ctables of the Organizational Chart

Visualization view cluster.

Background: Semantic Mapping Between OADP Fields and

Fields in Organizational Chart Visualization Customizing

Org. view in OADP is represented as Category in Org Chart Hierarchy Visualization

Data view in OADP is represented as Field Group in Org Chart Hierarchy Visualization
Columns in OADP are represented as Fields in Org Chart Hierarchy Visualization

2010 SAP AG. All rights reserved. / Page 39

 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.
The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the
express prior written permission of SAP AG.
This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies,
developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or
development. Please note that this document is subject to change and may be changed by SAP at any time without notice.
SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other
items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of
merchantability, fitness for a particular purpose, or non-infringement.
SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these
materials. This limitation shall not apply in cases of intent or gross negligence.
The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links
contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages.
2010 SAP AG. All rights reserved. / Page 40