SAP CRM Web Client— Customizing and Development

Contents at a Glance
1 Structure of the CRM Web Client User Interface ....... 21
2 Role Concept ............................................................... 65
3 Enhancing and Customizing the Navigation Bar ........ 91
4 Enhancing and Customizing the Header Area ............. 115
5 Enhancing and Customizing the Work Area ............... 123
6 Application Integration and Authorization ................. 155
7 Integrating Of ce Applications ................................... 173
8 Web Client UI Framework ........................................... 187
9 UI Component Architecture ........................................ 209
10 Creating Con gurable Views and Pages ..................... 255
11 UI Component Enhancement Concept ........................ 279
12 Generic Interaction Layer – GenIL ............................... 285
13 Business Object Layer - BOL ....................................... 317
14 Generic Application Services ....................................... 335
15 Tips and Tricks ............................................................. 359
16 Practical Examples ...................................................... 371
17 Outlook for CRM 7.0 ................................................... 403
A Glossary ....................................................................... 411
B Bibliography ................................................................ 413
C The Authors ................................................................. 415

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Contents
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 Pro le Dependencies .......................................... 73
2.3.1 Navigation Bar Pro le .......................................... 74
2.3.2 Technical Pro le .................................................. 76
2.3.3 Layout Pro le ...................................................... 77
2.3.4 Role Con guration 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 Con guring 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 Pro le ........... 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 Con guration 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 Con guring the Header Area ............................................. 116
4.2 De ning the Navigation Frame .......................................... 117
4.3 De ning 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 Con guration Tool ........................................................ 124
5.1.1 Con guration Access Sequence ............................ 125
5.1.2 Calling the UI Con guration Tool ......................... 126
5.1.3 Technical Information (F2 Key) ............................ 128
5.1.4 Structure of the UI Con guration 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
Con guration 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 Con guration 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
Con guration Tool ............................................... 154
6 Application Integration and Authorization ................. 155
6.1 SAP NetWeaver Business Warehouse Integration .............. 156
6.1.1 Basic SAP NetWeaver Business Warehouse
Con guration ...................................................... 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
Contents
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 Of ce 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 Con gurable 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 Bene ts 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
Practical Example: Creating a Simple GenIL Object ......... 313
13 Business Object Layer – BOL ....................................... 317
BOL Entities ................................................................... 318
Working with Collections ................................................ 319
13.2.1 Access Using Iterators ........................................ 320
13.2.2 Filtering Collections ........................................... 321
13.2.3 Sorting Collections ............................................. 322
BOL Core ........................................................................ 323
Searching for BOL Entities .............................................. 323
Traversing via the Object Model ..................................... 325
Locking BOL Entities ....................................................... 326
Accessing BOL Entities .................................................... 326
Generating BOL Entities .................................................. 328
Transaction Context ........................................................ 329
Messages from the APIs .................................................. 331
13.10.1 Object-Related Messages ................................... 331
13.10.2 Global Message Container ................................. 331
Object Methods in the BOL ............................................ 332
BOL Buffer ...................................................................... 333
14 Generic Application Services ....................................... 335
Message Output ............................................................. 335
14.1.1 Outputting a Message in the Message Bar ......... 336
14.1.2 Message Filter .................................................... 339
View Group Context ....................................................... 340
Breadcrumbs .................................................................. 343
Dialog Box ...................................................................... 345
14.4.1 Dialog Box for Queries ....................................... 346
14.4.2 Dialog Box for Displaying Views ......................... 348
Data Loss Dialog Box ...................................................... 350
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 De ning 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 ................................... 378
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 Con guring a Form View ................. 388
16.4.4 Creating a Context Node Binding to the
Component Controller ......................................... 390
16.4.5 Creating and Con guring 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 De ning a Window Inbound Plug ........................ 399
16.6.2 De ning a Window as an Interface View ............. 399
16.6.3 Integrating into the Repository for Work Area
Components ........................................................ 399
16.6.4 De ning 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
Appendices ........................................................................ 409
A Glossary ...................................................................................... 411
B Bibliography ............................................................................... 413
C The Authors ................................................................................ 415
Index ........................................................................................... 417

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[CRM] SAP CRM Web Client— Customizing and Development

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