SAP CRM Web Client—Customizing and Development
SAP Press (Verlag)
978-1-59229-297-4 (ISBN)
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What's more, you'll also find comprehensive real-life examples to provide you with additional support for your daily project tasks.
Michael Fuchsle worked for several years as a development consultant and business process consultant for SAP Deutschland AG. As a ramp up coach, he gained in-depth knowledge of the Web Client UI Frmaework in CRM 2007 and CRM 7.0. Since the middle of 2009, Michael has been working as a freelancer on international projects. Matthias E. Zierke holds a degree in information management and a master degree in management and consulting. After international SAP projects for Siemens AG, he now works as a CRM consultant at SAP Deuthschland AG, both on a national and international scale.
* 1 ... Structure of the CRM Web Client User Interface ... 21 * 1.1 ... Overview of the User Interface ... 22 * 1.2 ... Detailed Analysis of the User Interface ... 25 * 1.2.1 ... Navigation Bar ... 26 * 1.2.2 ... Header Area ... 28 * 1.2.3 ... Work Area ... 33 * 1.2.4 ... Navigating in the User Interface ... 55 * 1.3 ... Personalizing the User Interface ... 56 * 1.4 ... Logging On to the CRM Web Client ... 61 * 1.5 ... Prerequisites and Performance Optimization ... 62 * 2 ... Role Concept ... 65 * 2.1 ... General Information about the Role Concept ... 65 * 2.1.1 ... Marketing Professional ... 67 * 2.1.2 ... Sales Professional ... 68 * 2.1.3 ... Service Professional ... 69 * 2.1.4 ... IC Agent ... 70 * 2.2 ... Technical Description of the Role Concept ... 71 * 2.3 ... Role and Profile Dependencies ... 73 * 2.3.1 ... Navigation Bar Profile ... 74 * 2.3.2 ... Technical Profile ... 76 * 2.3.3 ... Layout Profile ... 77 * 2.3.4 ... Role Configuration Key ... 78 * 2.3.5 ... Authorization Role ... 79 * 2.4 ... Organizational Model and Role Assignment ... 80 * 2.5 ... Practical Example: Business Role ... 83 * 2.5.1 ... Creating an Authorization Role ... 83 * 2.5.2 ... Creating a Business Role (Service ... 84 * 2.5.3 ... Using the Organizational Model to Assign the Business Role ... 85 * 2.5.4 ... Logging On and Testing the New Business Role ... 87 * 2.6 ... Practical Example: Customizing the Corporate Identity ... 87 * 2.6.1 ... Localizing the Data on SAP NetWeaver Application Server ... 88 * 2.6.2 ... Replacing the Company Logo ... 89 * 2.6.3 ... Customizing the Color and Font ... 89 * 2.6.4 ... Content of Important Files at a Glance ... 90 * 3 ... Enhancing and Customizing the Navigation Bar ... 91 * 3.1 ... Configuring the Navigation Bar ... 92 * 3.2 ... Navigation from the Navigation Bar ... 97 * 3.3 ... Integrating a Transaction Launcher ... 99 * 3.3.1 ... Prerequisites and Limitations ... 99 * 3.3.2 ... Creating New Transactions ... 102 * 3.3.3 ... Integration into the Navigation Bar Profile ... 106 * 3.3.4 ... Changing an Existing Transaction ... 106 * 3.3.5 ... Copying and Deleting Transactions ... 107 * 3.4 ... Practical Example: Navigation Bar ... 108 * 3.4.1 ... Creating and Assigning a Role Configuration Key ... 108 * 3.4.2 ... Deactivating a Work Center Page ... 109 * 3.4.3 ... Adding a Work Center Page ... 110 * 3.5 ... Practical Example: Transaction Launcher ... 111 * 3.5.1 ... Setting Up a Logical System ... 111 * 3.5.2 ... Using the Transaction Launcher to Integrate the Application ... 111 * 3.5.3 ... Integrating the Application into the Navigation Bar ... 112 * 4 ... Enhancing and Customizing the Header Area ... 115 * 4.1 ... Configuring the Header Area ... 116 * 4.2 ... Defining the Navigation Frame ... 117 * 4.3 ... Defining the Layout Components ... 118 * 4.4 ... Displaying the Central Search ... 119 * 4.5 ... Using the Working Context ... 120 * 5 ... Enhancing and Customizing the Work Area ... 123 * 5.1 ... UI Configuration Tool ... 124 * 5.1.1 ... Configuration Access Sequence ... 125 * 5.1.2 ... Calling the UI Configuration Tool ... 126 * 5.1.3 ... Technical Information (F2 Key) ... 128 * 5.1.4 ... Structure of the UI Configuration Tool ... 129 * 5.1.5 ... Role-Based Customizing of the User Interface ... 131 * 5.2 ... Design Layer ... 133 * 5.2.1 ... Structure of the Design Layer ... 133 * 5.2.2 ... UI Object Types ... 135 * 5.2.3 ... Design Layer Data Model ... 136 * 5.2.4 ... General Field Customizing ... 137 * 5.2.5 ... Modifying the Shared Memory Settings ... 138 * 5.3 ... Easy Enhancement Workbench ... 138 * 5.3.1 ... Differences Between the EEWB and the UI Configuration Tool ... 139 * 5.3.2 ... Structure of the Easy Enhancement Workbench ... 140 * 5.3.3 ... Field Enhancement with the Easy Enhancement Workbench ... 141 * 5.3.4 ... Troubleshooting ... 143 * 5.3.5 ... Notes on the Easy Enhancement Workbench ... 144 * 5.4 ... Practical Example: Using the UI Configuration Tool ... 145 * 5.4.1 ... Customizing the Overview Page ... 145 * 5.4.2 ... Customizing the Search Page ... 147 * 5.4.3 ... Showing Input Fields in a View ... 148 * 5.4.4 ... Changing Field Labels in a View ... 149 * 5.5 ... Practical Example: Using the Design Layer ... 150 * 5.5.1 ... Creating a Design Object ... 150 * 5.5.2 ... Assigning the Design Object to the Context Node ... 151 * 5.6 ... Practical Example: Using the Easy Enhancement Workbench ... 152 * 5.6.1 ... Creating a New Field with the EEWB ... 152 * 5.6.2 ... Adding the Field to the View with the UI Configuration Tool ... 154 * 6 ... Application Integration and Authorization ... 155 * 6.1 ... SAP NetWeaver Business Warehouse Integration ... 156 * 6.1.1 ... Basic SAP NetWeaver Business Warehouse Configuration ... 156 * 6.1.2 ... Links for Cross-Component Navigation ... 157 * 6.1.3 ... Integrating Reports into the User Interface ... 158 * 6.1.4 ... Integration into Custom Components ... 158 * 6.2 ... Integration into SAP NetWeaver Portal ... 159 * 6.2.1 ... Prerequisites and Functional Scope ... 160 * 6.2.2 ... Communication Between the ABAP System and the Portal ... 162 * 6.2.3 ... Uploading Business Roles from the CRM System ... 162 * 6.2.4 ... Integrating Business Roles into the Portal ... 164 * 6.2.5 ... Tips and Tricks for CRM Web Client Integration ... 164 * 6.3 ... Authorization Concept ... 165 * 6.3.1 ... Basic Principles of Authorization ... 165 * 6.3.2 ... Implementing Authorization ... 166 * 6.4 ... Example of Setting Up an Authorization Concept ... 168 * 6.4.1 ... Creating a Business Role ... 168 * 6.4.2 ... Creating and Assigning an Authorization Role ... 170 * 6.4.3 ... Preparing an Authorization Concept for the User Interface ... 171 * 7 ... Integrating Office Applications ... 173 * 7.1 ... Web Service Tool ... 174 * 7.2 ... Template Designer ... 178 * 7.3 ... Document Templates in Microsoft Word ... 180 * 7.4 ... Document Templates in Adobe LiveCycle Designer ... 181 * 7.5 ... Documents in the CRM Application ... 183 * 7.6 ... Advanced Topics ... 184 * 7.6.1 ... Transport of Document Templates ... 184 * 7.6.2 ... Transport of Service Objects ... 185 * 7.6.3 ... Prerequisites for Using the Template Designer ... 185 * 8 ... Web Client UI Framework ... 187 * 8.1 ... Basic Principles ... 187 * 8.1.1 ... BSP Programming Models ... 189 * 8.1.2 ... Web Client UI Framework ... 193 * 8.1.3 ... Tag Libraries ... 195 * 8.1.4 ... Web Client Component ... 198 * 8.2 ... Component Workbench ... 201 * 8.2.1 ... Component Structure Browser ... 202 * 8.2.2 ... Detailed Overview ... 204 * 8.2.3 ... View Navigation ... 205 * 8.2.4 ... Runtime Repository Editor ... 205 * 8.2.5 ... BOL Model Browser ... 207 * 9 ... UI Component Architecture ... 209 * 9.1 ... View ... 210 * 9.1.1 ... View Controller ... 212 * 9.1.2 ... View Context ... 212 * 9.1.3 ... Event Handler ... 217 * 9.1.4 ... Plugs ... 218 * 9.1.5 ... View Layout (BSP Page ... 220 * 9.2 ... View Set ... 223 * 9.3 ... Window ... 226 * 9.4 ... Controller and Context ... 227 * 9.4.1 ... Component Controller ... 228 * 9.4.2 ... Custom Controller ... 228 * 9.4.3 ... Context Nodes and Attributes ... 229 * 9.4.4 ... Context Note Binding ... 234 * 9.4.5 ... Model Integration ... 236 * 9.4.6 ... Dependent Model Nodes ... 238 * 9.5 ... Navigation ... 239 * 9.5.1 ... Navigating with Navigational Links ... 240 * 9.5.2 ... Cross-Component Navigation ... 244 * 9.6 ... Component Interface ... 248 * 9.6.1 ... Interface View ... 249 * 9.6.2 ... Context ... 249 * 9.6.3 ... Events ... 250 * 9.6.4 ... UI Component Usage ... 251 * 10 ... Creating Configurable Views and Pages ... 255 * 10.1 ... Form View ... 255 * 10.2 ... Table View ... 258 * 10.2.1 ... Buttons ... 260 * 10.2.2 ... One-Click Actions (OCAs) ... 261 * 10.3 ... Tree View ... 263 * 10.4 ... Search Pages ... 268 * 10.5 ... Overview Pages ... 272 * 10.6 ... Work Center Pages ... 274 * 11 ... UI Component Enhancement Concept ... 279 * 11.1 ... Enhancement Set ... 280 * 11.2 ... Enhancing UI Components ... 280 * 11.3 ... Enhancement Set in the Component Workbench ... 284 * 12 ... Generic Interaction Layer GenIL ... 285 * 12.1 ... Benefits of the Generic Interaction Layer ... 285 * 12.1.1 ... GenIL Object Model ... 286 * 12.1.2 ... GenIL Components and Component Sets ... 287 * 12.1.3 ... GenIL Objects ... 290 * 12.1.4 ... Relationships Between GenIL Objects ... 292 * 12.2 ... Tools for Displaying Object Models ... 293 * 12.2.1 ... GenIL Model Browser ... 293 * 12.2.2 ... GenIL BOL Browser ... 296 * 12.3 ... Enhancing Object Models ... 298 * 12.3.1 ... Enhancing the Business Partner Model ... 300 * 12.3.2 ... Enhancing the Business Transaction Model ... 303 * 12.3.3 ... Simple GenIL Objects ... 306 * 12.3.4 ... Web Service Consumption Tool (WSCT) ... 309 * 12.4 ... Practical Example: Creating a Simple GenIL Object ... 313 * 13 ... Business Object Layer BOL ... 317 * 13.1 ... BOL Entities ... 318 * 13.2 ... Working with Collections ... 319 * 13.2.1 ... Access Using Iterators ... 320 * 13.2.2 ... Filtering Collections ... 321 * 13.2.3 ... Sorting Collections ... 322 * 13.3 ... BOL Core ... 323 * 13.4 ... Searching for BOL Entities ... 323 * 13.5 ... Traversing via the Object Model ... 325 * 13.6 ... Locking BOL Entities ... 326 * 13.7 ... Accessing BOL Entities ... 326 * 13.8 ... Generating BOL Entities ... 328 * 13.9 ... Transaction Context ... 329 * 13.10 ... Messages from the APIs ... 331 * 13.10.1 ... Object-Related Messages ... 331 * 13.10.2 ... Global Message Container ... 331 * 13.11 ... Object Methods in the BOL ... 332 * 13.12 ... BOL Buffer ... 333 * 14 ... Generic Application Services ... 335 * 14.1 ... Message Output ... 335 * 14.1.1 ... Outputting a Message in the Message Bar ... 336 * 14.1.2 ... Message Filter ... 339 * 14.2 ... View Group Context ... 340 * 14.3 ... Breadcrumbs ... 343 * 14.4 ... Dialog Box ... 345 * 14.4.1 ... Dialog Box for Queries ... 346 * 14.4.2 ... Dialog Box for Displaying Views ... 348 * 14.5 ... Data Loss Dialog Box ... 350 * 14.6 ... Buttons ... 353 * 14.6.1 ... Buttons in the Work Area Toolbar ... 353 * 14.6.2 ... Buttons in Assignment Blocks ... 355 * 14.6.3 ... Tag THTMLB:Button ... 356 * 14.7 ... Internationalization ... 357 * 14.7.1 ... Online Text Repository (OTR ... 357 * 14.7.2 ... Defining Work Area Titles (Headings) ... 358 * 15 ... Tips and Tricks ... 359 * 15.1 ... View Hierarchy Dialog Box ... 359 * 15.2 ... Where-Used List for UI Components ... 360 * 15.3 ... Tips and Tricks for Troubleshooting ... 361 * 15.3.1 ... External Debugging from the Running Application ... 362 * 15.3.2 ... Conditional Breakpoints ... 362 * 15.3.3 ... Attributes and Values of BOL Entities at Runtime ... 364 * 15.3.4 ... Debugging BSP pages ... 366 * 15.3.5 ... Message Sources ... 368 * 15.3.6 ... Analysis of the Navigation Queue ... 369 * 15.4 ... SAP Community ... 370 * 16 ... Practical Examples ... 371 * 16.1 ... Creating a UI Component ... 371 * 16.2 ... Linking a UI Component to an Object Model ... 372 * 16.3 ... Implementing a Search Page ... 373 * 16.3.1 ... Creating a Custom Controller ... 373 * 16.3.2 ... Creating a View for Entering Search Criteria ... 374 * 16.3.3 ... Creating an Event Handler ... 377 * 16.3.4 ... Displaying the Result List as a Table View ... 378 * 16.3.5 ... Creating a View Set ... 381 * 16.3.6 ... Assigning a View Set to a Window ... 384 * 16.4 ... Implementing an Overview Page ... 385 * 16.4.1 ... Setting Up Component Usage ... 385 * 16.4.2 ... Instantiating the View Group Context ... 387 * 16.4.3 ... Creating and Configuring a Form View ... 388 * 16.4.4 ... Creating a Context Node Binding to the Component Controller ... 390 * 16.4.5 ... Creating and Configuring an Overview Page ... 391 * 16.4.6 ... Implementing a Dropdown Box ... 393 * 16.5 ... Navigating with Navigational Links ... 395 * 16.5.1 ... Creating Inbound and Outbound Plugs ... 395 * 16.5.2 ... Creating Navigational Links ... 396 * 16.5.3 ... Integrating a Link into the Result List ... 397 * 16.6 ... Integrating the UI Component into the User Interface ... 398 * 16.6.1 ... Defining a Window Inbound Plug ... 399 * 16.6.2 ... Defining a Window as an Interface View ... 399 * 16.6.3 ... Integrating into the Repository for Work Area Components ... 399 * 16.6.4 ... Defining a Logical Link and a Work Center Page ... 400 * 17 ... Outlook for CRM 7.0 ... 403 * 17.1 ... General, Non-Technical Outlook ... 404 * 17.2 ... General, Technical Outlook ... 406 * A ... Glossary ... 411 * B ... Bibliography ... 413 * C ... The Authors ... 415
| Reihe/Serie | SAP Press |
|---|---|
| Verlagsort | Maryland |
| Sprache | englisch |
| Maße | 175 x 228 mm |
| Einbandart | gebunden |
| Themenwelt | Mathematik / Informatik ► Informatik ► Netzwerke |
| Mathematik / Informatik ► Informatik ► Programmiersprachen / -werkzeuge | |
| Informatik ► Weitere Themen ► SAP | |
| Schlagworte | Customer Relationship Management (CRM) • SAP CRM |
| ISBN-10 | 1-59229-297-6 / 1592292976 |
| ISBN-13 | 978-1-59229-297-4 / 9781592292974 |
| Zustand | Neuware |
| Haben Sie eine Frage zum Produkt? |
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