Remainder of Core Project CRM Generation Date: 2014-07-24 Document Version: 0.1 Document Status: Draft for Revie Document Reference: DOCUMENT INFORMATION RE!ISION "ISTOR# !it"e Document Pur#ose !o detai" t$e configuration settings made to su##ort t$e %&' design as defined in t$e (usiness ("ue#rint documentation %&' Pro)ect &anager Doug (a*er Aut$or Pro#osing C$anges +ssue ,o +ssue Date Aut$or-s. ,ature of Amendment
Contents Configuration /uide.................................................................................................................. 4 1 Pur#ose.......................................................................................................................... 4 2 /eneration -SAP CR&. 01 %&' re"evant......................................................................4 2.1 Activating Status Re#orting 01 %&' re"evant..........................................................4 2.2 S#ecif2ing t$e +ndustr2 01 %&' re"evant.................................................................3 2.4 S#ecif2ing t$e A##"ication 01 %&' re"evant............................................................3 2.4 /enerating a"" Re5uired 67)ects 01 %&' ,ot re"evant............................................8 2.3 C$ec*ing Status of /eneration 9o7 01 %&' ,ot re"evant.......................................8 2.8 C$ec*ing /eneration Status of 67)ects 01 %&' ,ot re"evant.................................7 2.7 /enerating +ndustr2-S#ecific 67)ects 01 %&' ,ot re"evant....................................7 2.: C$ec*ing Status of /eneration 9o7 01 %&' ,ot re"evant.......................................: 2.; C$ec*ing /eneration Status of +ndustr2-S#ecific 67)ects 01 %&' ,ot re"evant.....: 2.10 /enerating <i"ter &odu"es in C"ient Co#ies 01 %&' re"evant..............................; 2.11 Reorgani=ing &idd"eare Data 01 %&' re"evant................................................; 2.12 Setting ot$er Connections 01 %&' re"evant......................................................10 FFT Central system Arc$itect%re Pa&e ' SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
Confi&%ration G%ide * P%r/ose !$is 7ui"ding 7"oc* descri7es t$e necessar2 activities to generate a"" necessar2 runtime o7)ects for SAP CR&. !$is 7ui"ding 7"oc* is t$e #rere5uisite for t$e insta""ation of a"" CR& scenarios. All t$ese tas0s s$o%ld 1e done in t$e testin& client2 not t$e de3elo/ment client) !$is documentation is e>tracted from t$e (01 /eneration CR& (est #ractice document? t$e origina" document is "eft it$ t$e fo""oing comments: 01 %&' Re"evant @0 fo""oed 72 t$e detai" of t$e configuration for %&' 01 %&' ,ot re"evant @0 4 Generation 5SAP CRM6 78 -M. rele3ant Use !$e CR& &idd"eare Re#ositor2 is used to store meta information for re#ositor2 o7)ect t2#es. !$is meta information is used to generate runtime o7)ects suc$ as function modu"e definitions for interfaces and services. +ndustr2-s#ecific runtime o7)ects must 7e created for t$e o7)ect t2#es de"ivered it$ t$e insta""ation or recreated after a customer modification affecting t$e meta information. Runtime o7)ects t$at are not s#ecific to 2our industr2 are contained in t$e de"iver2. )4)* Acti3atin& Stat%s Re/ortin& 78 -M. rele3ant Use !o 7e a7"e to use t$e centra"i=ed status monitoring for t$e generation ste#sA 2ou must ca"" u# t$e &onitoring Coc*#it and activate t$e 7ac*ground )o7 for status #rocessing. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code S&BP SAP CRM GUI men% Architecture and Technology Middleware Monitoring Central Monitoring Monitoring Cockpit 2. Confirm t$e messageA Schedule Background Collector? 72 c$oosing t$e Yes 7utton and t$en confirm t$e Information message. 78 T$is ,as done for -M. FFT Central system Arc$itect%re Pa&e 9 SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
)4)4 S/ecifyin& t$e Ind%stry 78 -M. rele3ant Use !o com#"ete t$e fo""oing ste#s in $ic$ some genera" and some industr2-s#ecific o7)ects are generated for data re#"icationA 2ou must s#ecif2 an industr2. C$oose 7eteen t$e fo""oing #redefined industries: PC: P$armac2 C/: Consumer goods C!: Cig$ tec$ !$e se"ection of an industr2 is mandator2. P"ease se"ect CG if 2our enter#rise doesnDt 7e"ong to an2 of t$ese industries. B$en t$e industr2 $as 7een se"ected it s$ou"d not 7e c$anged in t$e future. Proced%re 1. Access t$e activit2 using t$e fo""oing navigation o#tions: Transaction code SPR6 SAP CRM IMG men% CM CM Middleware and elated Components Generating Industry!Specific "#$ects and Ser%ices Select Your Industry +n t$e fie"d Industry &lag se"ect 2our industr2. 78 CG ,as c$osen for -M. 2. Save 2our entries. 4. +f a )o7 generation indo occurs #"ease den2 t$e )o7 sc$edu"ing. )4)' S/ecifyin& t$e A//lication 78 -M. rele3ant Use <or t$e fo""oing generation ste#s 2ou need to s#ecif2 t$e CR& a##"ications 2ou are im#"ementing. Proced%re 1. Access t$e activit2 using t$e fo""oing navigation o#tions: Transaction code SPR6 SAP CRM IMG men% CM CM Middleware and elated Components Generating Industry!Specific "#$ects and Ser%ices Select Applications 2. Activate t$e re5uired a##"ications. <or t$e (est Practices scenarios t$e fo""oing a##"ications are re5uired: CR& 4. Save 2our entries. 78 T$is ,as done for -M. FFT Central system Arc$itect%re Pa&e : SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
)4)9 Generatin& all Re;%ired O1jects 78 -M. Not rele3ant T$is ste/ can ta0e %/ to 9 $o%rs) Use !$is ste# generates a"" runtime o7)ects of t$e CR& re#ositor2. +t is on"2 recommended after an u#grade of t$e CR& s2stem. +t is not re5uired for a ne insta""ation. !2#ica""2 t$is activit2 $as a"read2 7een e>ecuted during t$e s2stem insta""ation or u#grade. Ese transaction SM"G'AST'"G (SAP CR& menu Architecture and Technology Middleware )e%elopment Generation Generation 'og )isplay 'og of 'ast Initial * Total Generation+ to c$ec* if an initia" generation $as a"read2 7een e>ecuted. +n t$is case 2ou can s*i# t$is activit2. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code S&6/!6!A' SAP CRM GUI men% Architecture and Technology Middleware )e%elopment Generation Generation Start Initial*Total Generation 2. +n t$e fo""oing confirmation dia"og 7o> Initial*Total Generation c$oose Yes on"2 if a )o7 $as not 7een a"read2 sc$edu"ed. After com#"etion of t$e generation of a"" re5uired o7)ects some f"o definitions sti"" mig$t not 7e correct -red traffic "ig$t in t$e '6/.. Regeneration using t$e conte>t menu i"" so"ve t$is #ro7"em. Res%lt A"" necessar2 o7)ects for t$e fo""oing o7)ect categories are generated: (Doc t2#es Re#"ication o7)ects Pu7"ication o7)ects 78 T$is ,as not done for -M. 1eca%se t$ere is no %/&rade )4): C$ec0in& Stat%s of Generation <o1 78 -M. Not rele3ant Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: FFT Central system Arc$itect%re Pa&e = SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
Transaction code /F,S!A!ES SAP CRM GUI men% Architecture and Technology Middleware )e%elopment Generation Generation Status of Generation ,o#s 2. 6n t$e Generation Status screenA c$oose Show Generation ,o#s. 4. !$e )o7 M-.Generate $as to 7e finis$ed 7efore 2ou can #roceed it$ t$e ne>t ste#s. )4)= C$ec0in& Generation Stat%s of O1jects 78 -M. Not rele3ant Use !$e midd"eare #orta" #rovides 2ou it$ an overvie of t$e current status of o7)ect generation in t$e CR& Server. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code S&BP SAP CRM GUI men% Architecture and Technology Middleware Monitoring Central Monitoring Monitoring Cockpit 2. C$oose Generation Information/ C$ec* t$e entries of t$e fo""oing fo"ders: (doc !2#es: /eneration of structures (doc !2#es: /eneration of ot$er runtime o7)ects Re#"ication 67)ects #er +ndustr2: Runtime o7)ects Pu7"ications #er +ndustr2: Runtime o7)ects 4. +f t$e co"umn efresh time does not s$o t$e current generation data 2ou $ave to refres$ t$e status Rig$t c"ic* on t$e corres#onding traffic "ig$t. Se"ect efresh immediately/ 4. If t$ere are o1jects ,it$ t$e stat%s descri/tion Generated with errors clic0 on t$e traffic li&$t to &et detailed information a1o%t t$e errors) #o% can t$en re&enerate o1jects t$at a//ear in t$e error list) )4)> Generatin& Ind%stry+S/ecific O1jects 78 -M. Not rele3ant !$is ste# can ta*e u# to 1 $our. Use !$is ste# generates a"" industr2-s#ecific o7)ects for 2our se"ected industr2. FFT Central system Arc$itect%re Pa&e > SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
!$e industr2 s#ecific o7)ects for t$e se"ected industr2 of t$e current c"ient are a"read2 generated during t$e ste# Generating all e0uired "#$ects. #o% s$o%ld only r%n t$is ste/ if t$e ste/ Generating all Required Objects ,as omitted2 or if yo% need ind%stry+s/ecific o1jects for anot$er ind%stry in a se/arate client) !$e generation of t$e o7)ects for an additiona" industr2 must ta*e #"ace in t$is se#arate c"ient. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code S&6/+,D SAP CRM GUI men% Architecture and Technology Middleware )e%elopment Generation Generation Generate Industry!Specific "#$ects 2. +n t$e confirmation dia"og 7o> c$oose Yes on"2 if a )o7 $as not 7een a"read2 sc$edu"ed. 4. A 7ac*ground )o7 is created and starts immediate"2. 4. C$ec* t$e "og fi"e for errors and return to t$e insta""ation menu. Res%lt A"" industr2-s#ecific re#"ication and #u7"ication services are generated. 78 T$is ,as done for -M. as t$ere are no s/ecific ind%stry o1jetcs )4)? C$ec0in& Stat%s of Generation <o1 78 -M. Not rele3ant Use !$is ste# serves to contro" t$e status of t$e generation of a"" industr2-s#ecific o7)ects for 2our se"ected industr2. +t $as not to 7e #erformedA if t$e generation as not e>ecuted in t$e ste# Generating Industry!Specific "#$ectsA 7ecause a )o7 $ad a"read2 7een sc$edu"ed. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code /F,S!A!ES SAP CRM GUI men% Architecture and Technology Middleware )e%elopment Generation Generation Status of Generation ,o#s 2. 6n t$e Generation Status screenA c$oose Show Generation ,o#s. 4. !$e )o7 M-.Generate $as to 7e finis$ed 7efore 2ou can #roceed it$ t$e ne>t ste#s. FFT Central system Arc$itect%re Pa&e ? SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
)4)@ C$ec0in& Generation Stat%s of Ind%stry+S/ecific O1jects 78 -M. Not rele3ant Use !$is ste# serves to verif2 t$e successfu" generation of a"" industr2-s#ecific o7)ects for 2our se"ected industr2. It $as not to 1e /erformed2 if t$e &eneration ,as not eAec%ted in t$e ste/ Generating Industry-Specific Objects2 1eca%se a jo1 $ad already 1een sc$ed%led) Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code S&BP SAP CRM GUI men% Architecture and Technology Middleware Monitoring Central Monitoring Monitoring Cockpit 2. C$oose Generation Information and c$ec* t$e entries of t$e fo""oing fo"ders: 4. Re#"ication 67)ects #er +ndustr2: Runtime o7)ects 4. Pu7"ications #er +ndustr2: Runtime o7)ects )4)*( Generatin& Filter Mod%les in Client Co/ies 78 -M. rele3ant Use A"" fi"ter modu"es $ave to 7e regeneratedA if t$e CR& server is used in a c"ient co#2 -i.e. not it$ c"ient 000.. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code /,RB( SAP CRM GUI men% Architecture and Technology Middleware )e%elopment Generation Generation Generation -ork#ench 2. Se"ect t$e generator grou# 1A)2 *1 Adapter/ 4. +n t$e "eft-$and frame se"ect a"" t$e ada#ter o7)ects and in t$e rig$t-$and frame se"ect 1A)2.&I'T3. 4. C$oose Generate. 78 T$is ,as done for -M. FFT Central system Arc$itect%re Pa&e @ SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
)4)** Reor&aniBin& Middle,are Data 78 -M. rele3ant Use &idd"eare data must 7e reorgani=ed in regu"ar interva"s to reduce t$e amount of data in ta7"es. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code S&BP SAP CRM IMG men% CM CM Middleware and elated Components eorgani4ation eorgani4e Middleware )ata 2. +n t$e grou# Background ,o#s c$ec* t$e status of t$e )o7 for t$e &idd"eare Reorgani=ation. +f no reorgani=ation )o7 is sc$edu"ed -red traffic "ig$t and 35ecute icon.A 2ou can #erform t$e suggested action 72 rig$t c"ic*ing on t$e node and se"ecting Show suggested action. Start t$e suggested action GSc$edu"e t$e #redefined reorgani=ation )o7D in t$e #o#-u# indo GSu7mit action for nodeD 72 c$oosing t$e 7utton Su#mit Action. 4. Continue it$ t$e Information screen/ 4. !o get more information on t$is activated )o7A dou7"e-c"ic* on Middleware eorgani4ationA se"ect t$e )o7 named G&BHRF6R/H@C"ient1D and c$oose t$e menu #at$ ,o# ,o# )etails. Res%lt A reorgani=ation )o7 M-.3"G.6CM client7 i"" run #eriodica""2 in a"" CR& c"ients to de"ete midd"eare data t$at is no "onger re5uired. 78 T$is ,as done for -M. )4)*4 Settin& ot$er Connections 78 -M. rele3ant Use Set t$e correct "ogica" s2stem for some of t$e connections used in t$e <acts$eet. !$is as added to t$e documentation. Proced%re 1. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code S&40 Ta1le CR&VH<+CAHSIS! 2. +n t$e vie CR&VH<+CAHSIS!A t$e *e2 is t$e c"ient -&A,D!. A and t$e ta7"e e>#ects to $ave on"2 one entr2 to #oint to t$e "ogica" s2stem of t$e <+CA s2stem for CR&. FFT Central system Arc$itect%re Pa&e *( SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited
T$en ,e need to do Proced%re 4. Access t$e activit2 using one of t$e fo""oing navigation o#tions: Transaction code R4AC8 Descri/tion Middleware parameter ta#le 1. +n t$is ta7"eA t$e #arameter CR&C<S6'!P s$ou"d "in* to t$e correct 6'!P Customer <acts$eet. FFT Central system Arc$itect%re Pa&e ** SAP Confi&%ration !ersion ()* Free+Flo, Tollin& Project Commercial in Confidence -%eensland Motor,ays .imited