UPGRADE GUIDE | PUBLIC

Document Version: 1.0 – 2018-10-04

SAP S/4HANA for Customer Management -

Upgrade Guide
© 2018 SAP SE or an SAP affiliate company. All rights reserved.

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Content

1 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 Upgrade Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.2 Upgrade Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Maintenance Planner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Software Update Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.3 SAP Product Availability Matrix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.4 Business Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Industry-Specific Business Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.5 Add-Ons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.6 SAP Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

3 Preparing the Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3.1 Required Product Versions and Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3.2 System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Free Space Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Dependencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3.3 Maintenance Planner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

4 Performing the Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

4.1 Software Update Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

5 Post-Upgrade Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
5.1 Generate Authorization Profile SAP_ALL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
5.2 Follow-Up Activities for Customer Enhancements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Adapting your Enhancements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Performing the WebClient UI Framework Check. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Adapting Framework Enhancements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Troubleshooting: Business Server Page Exception. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

SAP S/4HANA for Customer Management - Upgrade Guide

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1 Introduction

SAP S/4HANA for customer management is an add-on to SAP S/4HANA on premise.

This guide outlines how you can upgrade the add-on SAP S/4HANA for customer management 1.0 SP01 and
higher to SAP S/4HANA for customer management 2.0.

If you have installed SAP S/4HANA for customer management, you cannot upgrade SAP S/4 HANA without
upgrading the add-on and vice versa.

You can only upgrade your SAP S/4HANA for customer management installation if the associated version of
SAP S/4HANA is also upgraded.

The upgrade to SAP S/4HANA for customer management is performed in a combined and tool-driven process.

For more information about the upgrade to the appropriate SAP S/4HANA release, see the Upgrade Guide in
the relevant version of SAP S/4HANA on SAP Help Portal.

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2 Getting Started

The following section explains which tools, documentation, and SAP Notes you need for the upgrade.

2.1 Upgrade Documentation

To ensure the upgrade is successful, you need to follow the instructions in this guide, but you also must
perform the steps described in the Upgrade Guide for SAP S/4HANA on premise 1809.

You can find this guide in the relevant version of SAP S/4HANA on SAP Help Portal.

This guide describes how to upgrade to the associated SAP S/4HANA 1809 release version.

2.2 Upgrade Tools

2.2.1 Maintenance Planner

The maintenance planner is the central tool used to plan updates or new installations in your system
landscape.

For more information, see Maintenance Planner on SAP Help Portal.

2.2.2 Software Update Manager

The software update manager (SUM) is the technical tool used for the upgrade to SAP S/4HANA and SAP S/
4HANA for customer management. It contains the overall process, tool, operating system and database-
specific information ( this guide contains the application-specific information).

For the upgrade, you need the following SUM version:

● Software Update Manager 2.0 <latest version>

 Note

To access SUM, go to the SAP Support Portal at https://support.sap.com

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 Tools Software Logistics Tools System Maintenance Software Update Manager .

2.3 SAP Product Availability Matrix

In the SAP product availability matrix (PAM), you can find information about additional languages that you can
install with the upgrade.

You can find the Product Availability Matrix on the SAP Support Portal Release, Upgrade and Maintenance
Overview Product Availability Matrix .

2.4 Business Functions

SAP S/4HANA for customer management does not contain any business functions. However, industry-specific
solutions may use them. For more information, see the section on Industry-Specific Business Functions in this
document.

Business functions can have the following status:

● Always on
● Always off
● Customer-switchable

This results in the following behavior during the upgrade:

● If a business function was switched off in the start release system, but defined as always on in the target
release, the business function is activated during the upgrade.

● If a business function is defined as customer-switchable in the SAP S/4HANA target release, it retains the
status defined in the target release during the upgrade.

2.4.1 Industry-Specific Business Functions

2.4.1.1 Utilities

After the upgrade, ensure that all of the following business functions are still activated in your existing
installation.

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Getting Started PUBLIC 5
Business Function Technical name

Energy Retailer CRM_UT_ER_1

Energy Retailer 2 CRM_UT_ER_2

Utilities Energy Management CRM_UT_ER_3

Bill Correction CRM_UT_BILL_CORR

Interaction Record Quick View in Identification CRM_UT_CC_IREC_QV1

Interaction Record Quick View in Business Partner Overview CRM_UT_CC_IREC_QV2

Interaction Records Improved Search CRM_UT_CC_IREC_SCH

Maximum Number of Hits in Interaction Center CRM_UT_IC_MAX_HITS

2.5 Add-Ons

Additional add-ons on top of SAP S/4HANA for customer management are not supported.

For information about uninstalling add-ons, see SAP Note 2011192 .

2.6 SAP Notes

The following table lists important SAP Notes.

SAP Notes

SAP Note 2344014 SPAU adjustment

2598310 SAP S/4HANA for customer management 1809 - Release &

Information Note

SAP Note 70228 Add-ons: Conditions and upgrade planning

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3 Preparing the Upgrade

This section tells you which steps are required before the actual upgrade.

3.1 Required Product Versions and Releases

To upgrade SAP S/4HANA for customer management, the following product versions and components are
required:

● SAP S/4HANA 1709 FPS 01 and higher

● SAP S/4HANA for customer management 1.0 and higher

3.2 System Requirements

3.2.1 Free Space Requirements

Make sure that the appropriate free space is available for both SAP S/4HANA and SAP S/4HANA for customer
management in the system that you want to upgrade:

For information about sizing, such as the Sizing Guidelines, Quick Sizer tool, and performance, see sizing on
https://www.sap.com .

3.2.2 Dependencies

The upgrade of the add-on SAP S/4HANA for customer management must be performed at the same time as
the upgrade of the core product SAP S/4HANA.

The upgrades of SAP S/4HANA and SAP S/4HANA for customer management are performed in a combined,
tool-driven process.

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  Note

If you have installed SAP S/4HANA for customer management, you cannot upgrade SAP S/4HANA without
also upgrading SAP S/4HANA for customer management.

Likewise, to upgrade SAP S/4HANA for customer management, you must also upgrade SAP S/4HANA.

You can only upgrade your SAP S/4HANA installation if the associated version of SAP S/4HANA for
customer management is available.

3.3 Maintenance Planner

You must use the maintenance planner to perform the upgrade to an SAP S/4HANA for customer
management release. The maintenance planner generates the download files including the add-ons, packages,
DBDs, and the stack configuration file, which the software update manager (SUM) requires for the upgrade
process. The maintenance planner checks if the following items are supported for the upgrade:

● Add-ons to your system

● Active business functions in your system

Industry solutions

If no valid upgrade path is available for any of the items listed above (for example, an add-on has not yet been
released for the upgrade), the maintenance planner prevents the upgrade. After the check, the maintenance
planner creates the stack configuration file.

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4 Performing the Upgrade

This section of the guide provides information about the upgrade process.

4.1 Software Update Manager

Once you have implemented all the adaptations required to ensure your system and your custom code are
suitable for the SAP S/4HANA for customer management release to which you are upgrading, you then run the
software update manager. The SUM performs the actual software upgrade.

 Note

You have to run the maintenance planner before the SUM, because the SUM requires the stack.xml
generated by the maintenance planner as an input.

For all information about using the SUM, see the guide Software Update Manager 2.0 <latest version> available
at https://support.sap.com/sltoolset Software Logistics Toolset System Maintenance Software
Update/Upgrade using SUM .

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5 Post-Upgrade Steps

When you have completed the upgrade activities using the software update manager (SUM), you must perform
the following steps, which are specific to SAP S/4HANA for customer management:

5.1 Generate Authorization Profile SAP_ALL

You need to generate the authorization profile SAP_ALL using either transaction SU21 or report RSUSR406 to
ensure that the relevant authorization objects for SAP S/4HANA for customer management are available.

5.2 Follow-Up Activities for Customer Enhancements

If the updated or upgraded system has been enhanced using customer enhancements, you must run the
WebClient UI Framework Check and read the general information about dealing with enhancements below to
ensure consistency following the upgrade or update.

5.2.1 Adapting your Enhancements

For information about adapting your enhancements after upgrading or updating your system, see SAP Note
2686795 .

5.2.2 Performing the WebClient UI Framework Check

You can use the WebClient UI Framework Check to analyze the consistency of user interface (UI) repository
data and configuration data for the WebClient UI framework, for example, after you have upgraded your
installation of SAP S/4HANA for customer management to a higher release. If errors are detected, you can
navigate from the error messages to the affected system objects and display a history.

Start the check in Customizing for SAP S/4HANA for customer management, under UI Framework UI
Framework Definition Perform WebClient UI Framework Checks

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In the WebClient UI Framework Check, you can select the following:

● Views to be checked
○ Enhancement Set
○ UI Component
○ View
○ Business Role

● Types of checks:
○ Consistency of Enhanced Views
○ Comparison of Runtime Repositories
○ Design Layer
○ UI Configurations
○ UI Personalization

 Note

For more information on the WebClient UI Framework Check, search for WebClient UI Framework in the
relevant Version of SAP S/4HANA for customer management on SAP Help Portal.

5.2.3 Adapting Framework Enhancements

For more information about dealing with framework enhancements, in addition to that available in the SAP
Help documentation, see SAP Note 1122248 .

This note describes the following:

● General recommendations
● Canceling and deleting modifications
○ Deleting an enhancement element
○ Deleting a complete enhancement for a component
● Postprocessing after importing support packages and performing upgrades
● Determining enhancement sets
● Cooperation between enhancements and configurations
● Restrictions for enhanced views

5.2.4 Troubleshooting: Business Server Page Exception

For information about how to fix the exception CX_BSP_INV_ATTR_NAME, see the SAP knowledge base article
1615938 .

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