May 2015
EnglishEnglish
Document Version 1.0
SAP CRM WebClient User Interface Configuration and Personalization
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany / How-to Guide
© SAP SE Page 1 of 3
SAP Best Practices SAP CRM WebClient UI Configuration and Personalization (CXX)
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Icons
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Typographic Conventions
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Cross-references to other documentation.
Example text / Emphasized words or phrases in body text, titles of graphics and tables.
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Example text / Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> / Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
Contents
1 Purpose 5
2 Preparation 5
2.1 Prerequisites 5
2.2 Activation of UI Services 5
2.3 Logon to the CRM WebClient UI 6
3 Adjust UI Configuration Settings 7
3.1 Creating Role Configuration Key 7
3.2 Creating Business Roles 7
3.3 Activating/Deactivating Logical Links and Work Centers 8
3.4 Adding Direct Links 9
3.5 Assignment of Business Role to a User 9
3.6 Adding and Renaming Existing Fields 10
4 Adjust CRM WebClient UI via Personalization 11
4.1 Save Search Queries 11
4.2 Adding of Web Link 12
4.3 Personalization of Message Display and UI Layout 12
4.4 Personalization of Business Object 13
Use 13
4.5 Personalization of Home Page 13
5 Include/Launch SAP GUI Transactions (Transaction Launcher) 14
5.1 Prerequisites for SAP GUI Transactions 14
5.1.1 Defining RFC Destinations for Method Calls 14
5.1.2 Defining Transaction Launcher 15
5.1.3 Setting TSTC to Synchronous (SAP CRM) 17
5.1.4 Setting TSTC to Synchronous (SAP ERP) 18
5.2 Procedure to Include SAP GUI Transactions 18
5.2.1 Configuring Transaction Launcher 18
5.3 Creating Logical Link for Transaction 20
6 Tips and Tricks 23
6.1 Issue: Logon not Possible 23
7 Useful Links 23
SAP CRM WebClient User Interface Configuration and Personalization
1 Purpose
The purpose of this document is to help users to easily adjust the User Interface (UI) of SAP CRM according to their needs. It comprises the adjustment of standard role configuration keys and standard business roles and also shows how to personalize the WebClient UI for specific users.
In addition, there are examples mentioned on how to access the ERP SAP GUI via the CRM WebClient UI (Transaction Launcher).
The entries created in this guide are only examples to explain the various steps to be performed for UI adjustment and personalization.
The following topics are covered:
· Creation of a new role configuration key and business role by using the UI Configuration settings.
· Personalization of UI settings in the SAP CRM Web UI for specific Business Roles and therefore subsequently for the users assigned to them.
· Inclusion of SAP GUI transactions in CRM WebClient UI (Transaction Launcher)
2 Preparation
2.1 Prerequisites
Before starting with the installation of this building block, the following needs to be taken care off:
· An SAP CRM system is already installed.
· At least one user with the relevant authorization for UI configuration is available.
· Relevant services in transaction SICF are already activated.
2.2 Activation of UI Services
1. Call transaction SICF.
2. On the Maintain Services screen, choose Execute (F8).
3. Navigate to the service default_host > sap > bc > bsp > sap.
4. Activate this service and all services assigned to this node by choosing Service/Host Activate from the menu.
5. Repeat this activation procedure for service default_host > sap > crm.
6. In addition, activate the following services:
• default_host > sap > bc > smart_forms
• default_host > sap > public > bc
• default_host > sap > public > bc > icons
• default_host > sap > public > bc > ur
• default_host > sap > public > bsp > sap > htmlb
• default_host > sap > public > bsp > sap > public > bc
• default_host > sap > public > bsp > sap > system
• default_host > sap > public > myssocntl
• default_host > sap > webcuif
2.3 Logon to the CRM WebClient UI
The CRM WebClient UI can be accessed using a Uniform Resource Locator (URL). The URL of the CRM WebClient UI has the following structure (default configuration):
http://<Host Name>.<Domain Name>.<Extension>:<Port Number>/sap/crm_logon?sap-client=<client number>
For example: http://uxcirsz.wdf.sap.corp:50028/sap/crm_logon?sap-client=100
Host Name, Domain Name and Extension can be derived from the message server of the underlying CRM system.
The port can be determined as follows:
1. Call transaction SMICM.
2. Choose Goto ® Services.
From the Active Services list choose the port for the HTTP service.
3 Adjust UI Configuration Settings
Use
In order to demonstrate the general functionality of the SAP CRM Web UI configuration some examples are described on how to quickly adjust the UI configuration settings.
In the below section the following topics are described:
· Creation of a Role Configuration Key
· Creation of a new Business Role
· Activation/Deactivation Logical Links and Work Centers
· Adding Direct Links
· Assignment Business Role to a user
· Adding and Renaming existing fields
3.1 Creating Role Configuration Key
Use
The role configuration key is a unique identifier used in the configuration of views for the CRM WebClient UI. For instance, a view can be configured for a specific configuration key, where fields are removed or renamed according your company’s needs.
This role configuration key is also assigned to the business role to identify the configuration that is to be used for this role. Thus, the role configuration key provides the possibility of a role-dependent view configuration.
First you need to create a template configuration key which can be used for each configuration:
Procedure
1. Access the activity using the following navigation options:
Transaction code / SPROSAP CRM IMG menu / Customer Relationship Management ® UI Framework ® Technical Role Definition ® Define Role Configuration Key
2. Choose New Entries and maintain the following values.
Role Config Key / DescriptionYUI / YUI Role Config Key
3. Choose Enter, disregard the warning message and then choose Save (Ctrl+S).
Result
You have created a template configuration key which can be assigned to a business role.
3.2 Creating Business Roles
Use
Use this activity to set up business roles.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code / CRMC_UI_PROFILESAP CRM IMG Menu / Customer Relationship Management ® UI Framework ® Business Roles ® Define Business Role
2. Highlight the standard business role SALESPRO.
3. Choose Copy to create a new role and make the following entries:
Field Name / Field Entry /Business Role / YUI_ROLE
Profile Type / CRM WebClient Business Role
Description / UI Role
Role Config Key / YUI
4. In case any error message appears, skip it by clicking the Skip icon in the toolbar.
5. Save your entries.
Result
You have created a new business role.
3.3 Activating/Deactivating Logical Links and Work Centers
Use
Work Centers and logical links are navigation entries in the application of the CRM WebClient UI. To adapt work centers and logical links, checkboxes are available to control the availability and functionality within a business role.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code / CRMC_UI_PROFILESAP CRM IMG menu / Customer Relationship Management ® UI Framework ® Business Roles ® Define Business Role
2. Highlight the business role YUI_ROLE.
3. Double-click Adjust Work Centers in the left-hand dialog structure.
4. Select the Inactive checkbox for any required work center, for example SLS-PPM (Pipeline Performanc Management).
With this setting, the user assigned to role YUI_ROLE will not see the work center Pipeline Performance in the newly created business role. Via removing the Inactive checkbox, the work center can be made visible again.
5. Double-click Adjust Work Center Group Links in the left-hand dialog structure.
6. In the Visible column, deselect the checkbox for the logical link MD-BPH-SR (Account Hierarchies).
With this setting, the user assigned to role YUI_ROLE will not see the logical link Account Hierarchies in the work center Account Management (SLS_ACC). Setting the flag in column Visible, will make the work center available again.
7. Choose Save (Ctrl+S).
Result
You have successfully adjusted logical links and work centers related to a certain business role.
3.4 Adding Direct Links
Use
With direct links the user is able to access objects like contact persons with one click.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code / CRMC_UI_PROFILESAP CRM IMG menu / Customer Relationship Management ® UI Framework ® Business Roles ® Define Business Role
2. Highlight the business role YUI_ROLE.
3. In the left-hand navigation pane, double-click Adjust Direct Link Groups and select Group ID SLS-CREATE in the right-hand pane.
4. After choosing the Group ID, double-click Adjust Direct Link on the left-hand pane. Select the Visible checkbox for the required logical link in the right-hand pane, for example, for Contact.
With this setting, the user assigned to this business role is able to create a contact with one click.
5. Choose Save (Ctrl+S).
Result
You have successfully adjusted direct links for a specific business role.
3.5 Assignment of Business Role to a User
Use
Use this activity to use the newly created business role in a fast way. Alternatively you can use the organizational model to assign a business role to user resp. employees.
Procedure
1. Access the activity using the following navigation option:
Transaction code / SU01 (User Maintenance)or
SU3 (Maintain User Profile)
2. Enter the user to which the business role should be assigned.
3. Navigate to the Parameters tab and enter the following values:
Field Name / Field Entry /Set/Get parameter ID / CRM_UI_PROFILE
Parameter Value / YUI_ROLE
4. Save your entries.
Result
The assignment of business roles to a user is executed.
3.6 Adding and Renaming Existing Fields
Use
With this activity you can change the UI directly in the application. For demonstration, two examples are described:
· Renaming an existing field
· Adding an existing field
Procedure
1. Log on to the CRM WebClient UI with your user and password.
2. From the top menu bar, choose Personalize.
3. In the Settings area choose hyperlink Personalize settings.
4. Select Enable Configuration Mode in area Configuration Mode.
5. Choose Save.
6. In the navigation bar choose Account Management and there the logical link Create: Corporate Account.
7. Click the button Show Configurable Areas.