Data Exchange and Mobile Technologies
Data Exchange and Mobile Technologies
Content
Data Exchange and Mobile Technologies
CRM Integration Services
Controlling the Message Flow and Error Handling
Configuring the Message Flow
Creating New BDoc Types and Services
Creating Interfaces for New BDoc Types
Displaying and Checking Flow Definitions
Available Flow Contexts
Settings for Error Handling
BDoc Message Error Recovery
Processing BDoc Messages in the Worklist
Recovering BDoc Messages in the Processing List
The CRM Middleware Repository
Repository Administration and Runtime Object Generation
Generating Runtime Objects
Generating Application Indexes on CDB Tables
Using the Generation Workbench
Displaying the Generation Log
Checking the Syntax of Generated Function Groups
Displaying Repository Object Status Information
Transporting Meta-Data
CRM Business Document Modeler
What's New in This Release
Business Document Type
Classes of BDoc Types
Object Directory Entry for a BDoc Type
Namespace
Contents of a BDoc Message
Setting a Display Filter
Defining and Modeling BDoc Types
Modeling a Messaging BDoc Type
Importing a Structure into a Messaging BDoc Type
Modeling a Synchronization or Mobile Application BDoc Type
Mapping a BDoc Type to a Site Type
Segments in BDoc Types
Creating a Segment
Adding a Parameter to a sBDoc or Mobile Application BDoc Type
Processing Segments
Defining a Segment-to-Table Mapping
Defining a WHERE Clause for Segment Field Filtering
Joining Segment Tables
Processing BDoc Types
Modifications to Released BDoc Types
Consistency Check
Checking BDoc Type Consistency
Error Messages
Enhancements to BDoc Types
Creating a Table and Adding a Segment
Adding Fields to a Table
Entering the Fields in CRM Server
Applying Mappings and Conversion Rules
User Exits
Sample Code
Quick Guide to Icons
BDoc Messages versus IDoc Messages
Mobile Clients
System Architecture
Client Console
Metadata
Assigning and Reassigning a Site ID to the Mobile Client
Changing the Registry Details of Client Console
Generating Metadata for Business Document Types
Generating Metadata from the Command Line
Checking the Consistency of Metadata
Viewing Metadata Generated for Business Document Types
Generating Table Scripts
Generating Table Scripts from the Command Line
Advance Selection Criteria for BDoc Types
Advance Selection Criteria for Tables
The Queue Manager
Testing the Adapter Connection
Enabling Traces
Trace Options
Checking the Environment of a Mobile Client
Info Options for the Mobile Client Environment
Check Options for the Mobile Client Environment
Error and Information Handling
Looking Up Errors
Identifying BDoc Layer Errors
Check DLLs
Exporting MSA Registry
System Information
Customize Client Console
ConnTrans
Using ConnTrans
What’s New in This Release
Automatic Network Detection
Automatic Redial
Behavior of ConnTrans
The ConnTrans Startup File
The ConnTrans Log File
ConnTrans Icon States
Colors of the Status Bar
Creating a Dial-Up Connection
Modifying the Properties of a Dial-Up Connection
Establishing an External Dial-Up Connection
Establishing a Dial-Up Connection by Using ConnTrans
Synchronizing Data
Executing ConnTrans from the Command Line
Scheduling the Execution of ConnTrans
Modifying the Properties of a Scheduled Task
Mobile Client Rollout Manager
Installing the Mobile Client Rollout Manager
Setting up the Environment for the Stationary Site
Setting up the Environment for the Rollout/Recovery Site
Parallel Processing of the Rollout Manager Activities
Replacing Defective Laptops
Rollout Laptops
Troubleshooting Options
Logging Options
Filter Criteria
Searching for Sites based on User Information
Searching for Sites based on Organization
Executing Mobile Client Rollout Manager from the Command Line
CDB Reorganization
Deleting Sales Transactions
Reloading Sales Transactions
Message Recovery
Message
Types of Messages
Data Controlling
Unprocessed Message Occurrence and Recovery
Enabling or Disabling the Recovery of Unprocessed Messages
Setting the Filter
Viewing Unprocessed Messages and Info Agents
Extracting a Replacement Message
Checking the Extract Process
Troubleshooting Tips
Delete Options for the Unprocessed Messages
Quick Guide to Icons
Mobile Client Index Migration
Migration of Mobile Client Indexes
Behavior of the Migration Functionality
Migrating Indexes
The Migration Log
Mobile Client Index Manager
%PRCD% Creating an Index Definition
Adding a Comment to an Index Definition
Modifying the Comment of an Existing Index Definition
Assigning an Application and Component to an Index Definition
Processing Index Definitions
Resolving the Inconsistency Between the SAP and Customer Version
Providing Mobile Clients with SAP BW Data
Making Settings in SAP BW
Making Settings on the SAP CRM Server
Managing and Monitoring BW Requests for Mobile Clients
Detail Settings for BW Requests
Lookup for BW Variant Names
Generic Variant Definition
Example: Generic Variant Definition
Example: Customer-Defined Conversion Module
CRM Middleware Parameters for BW Requests
Distributing Data to Mobile Clients
BW Report Assembler
Solving Problems on Mobile Clients
Log File
Adapter and Site Types
Adapter
The ASCII Adapter
Implementation Guidelines
Before you Begin
Setting up the ASCII Adapter Client on the Administration Server
Working of the ASCII Adapter
Importing Data into the CRM System
The External Part of the ASCII Adapter
Customer-Specific Settings
Database Configuration
Database Access
Data Conversion
Conversion of Field Types
Additional Input/Output Files
The Directory Structure
Calling the Executable Program
Log Files
Detecting and Correcting Errors
EPSD Messages
The BDoc Generator
Creating a BDoc'
Viewing details for a BDoc'
BDoc' Generation
Keygen Service for the ASCII Adapter
Multi-Queuing for Parallel Processing in ASCII Adapter
Data Import
Mapping a BDoc to a BDoc Type
Code Generation
Sub Services
The Structure Mapper
Creating a Mapping
User Interface
Case Study
Business Partner
Contact Persons
Implementing Exits
Creating Infrastructure for Exits
While Implementing
Implementation Details
Testing
The Adapter Framework
Adapter Objects
Implementing an Authorization Concept
Configuring the System
Defining the Site and Subscriptions for the R/3 Backend
Checking Parameter Files
Checking SMOFPARSFA
Checking CRMCONSUM in the CRM Server
Maintaining CRMCONSUM in the ERP System
Checking CRMRFCPAR
Generating Filter Modules in Client Copies
Object Management
Managing Objects
Activating and Deactivating Objects
Changing the Block Size
Assigning Object Classes
Assigning BDoc Types
Defining the Initial Flow Context
Defining Tables/Structures
Defining Filters for Objects
Defining Superordinate Objects
Defining Table Relations
Defining Mapping Modules
Mapping Modules for Data Transfer from CRM to ERP
Generating and Executing Transport Requests
Starting the Initial Data Transfer
Displaying Objects
Canceling Download of Individual Objects
Evaluating Middleware Trace
Repeating the Initial Data Transfer
Delta Data Synchronization from an R/3 Backend
Checking the Queue Registration
Activating Object Classes for Delta Synchronization
Data Synchronization
Object Data Synchronization
Starting Data Synchronization
Defining Background Job for Data Synchronization
Monitoring Data Synchronization
Defining Requests
Starting Requests
Monitoring Data Requests
Using Queues
Repository Tables
Customer Exits
Notes on Handling Errors
Extra Fetch Entries and Key Generation
Keygen Repository Entries
Example 1
Example 2
Example 3
Example 4
Maintenance of Table SMO9_XFTCH
Creating, Modifying, or Deleting Entries
Fetch Options and Conditions
The BW Adapter
Initialization of the Delta Process
Delta Upload
Site Types
Customer-Defined Site Types for Other Components
Creating Function Modules for Maintaining Site Attributes
The Administration Console
Creating and Managing Replication-Relevant Objects
Replication Objects
Creating Replication Objects
Adding Potential Criteria Fields for Replication Objects
Deleting Replication Objects
Links
Creating or Deleting Interlinkages
Publications
Creating Publications
Displaying/Changing Publications
Deleting Publications
Subscription Generator (Subscription Agent)
Creating Subscription Generators
Using Static Where Clauses
Using Dynamic Where Clauses
Using The Call Function
Linking Criteria Fields
Transporting Subscription Generators
Changing or Deleting Subscription Generators
Enhancing or Changing Criteria Rules
Copying Subscription Generators
Testing and Executing Subscription Generators
Subscriptions
Creating Subscriptions
Displaying/Changing or Deleting Subscriptions
Sites
Creating, Changing, or Deleting Sites
Extracting Data for Sites
Deactivating and Activating Sites
Improvements to the Site Administration Tools
Activating and Deactivating Sites Selectively
Activating and Deactivating Sites in Bulk
Bulk AC Extract
Site Maintenance at the Organization Level
Enhanced Filtering Options for Objects
Creating Replacement Rules for Sites
Changing or Deleting Replacement Rules for Sites
Creating Site Scheduling Templates
Creating Templates with the Template Maintenance
Defining Templates Using already created Scheduling Rules
Data Collectors for Mobile Clients
Creating Data Collectors for Mobile Clients
Monitoring Data Collectors for Mobile Clients
Monitoring the Data Collector Using the Administration Console
Switching off Data Collection
Company Employees
Changing Employees
Organizations
Creating, Changing or Deleting Organizations
Assigning Subscriptions Indirectly
Transferring Data with the Administration Console
Providing Mobile Clients with SAP BW Data
Making Settings in SAP BW
Making Settings on the SAP CRM Server
Managing and Monitoring BW Requests for Mobile Clients
Detail Settings for BW Requests
Lookup for BW Variant Names
Generic Variant Definition
Example: Generic Variant Definition
Example: Customer-Defined Conversion Module
CRM Middleware Parameters for BW Requests
Distributing Data to Mobile Clients
BW Report Assembler
Solving Problems on Mobile Clients
Log File
Loading User Data and Sites
Logs, Checks and Background Jobs
Retrieving and Editing Log Data
Retrieving Log Data for the Subscription Agent
Checking Replication-Relevant Objects
Checking and Updating LookUp Tables
Scheduling Background Jobs
Overview of the Graphical User Interface
Calling Up Menus and Functions
Selecting and Displaying Object Types and Objects
Selecting Object Types
Selecting Objects
Displaying Objects
Displaying Object Details
Displaying Information on the Selected Object
Displaying Information on Dependent Objects
Data Consolidation for Mobile Applications
How Data Is Replicated
Data Model for Replication
Modeling Realignment
Filtering in Replication by Criteria Fields
How is Realignment Triggered?
Relevant Tables for Replication and Realignment
Middleware Object Navigator
Object Types
Creating a Project
Creating a Scenario
Processing Scenarios
Modeling a Project
Assigning an Instance of an Object Type to a Process Step
Properties of a Process Step
Reverting and Repeating a Process Step
Statuses of a Process Step
Completing an External Step
Working with Object Types
System Monitoring
Central Monitoring using the Monitoring Cockpit
Alert Monitoring for CRM Middleware
Monitoring the Message Flow
Displaying BDoc Messages
Displaying BDoc Message Summary
Displaying Unprocessed BDoc Message Summary
Message Flow Statistics
Application Statistics on Workload
Displaying Workload Statistics
Displaying Current Workload
Statistics on Processing Times and Queuing Times
Displaying Summarized Statistics
Displaying Single Statistic Records
The Middleware Trace Monitor
Calling the Trace Monitor
Monitoring the Data Exchange
The Communication Monitor
Displaying Information on a Session
Displaying Data Exchange for Each Site
Displaying Operating System Utilization
Maintain Communication Station
New Realignment Queue Framework
Enabling the New Realignment Queue Framework
Behavior of the New Realignment Queue Framework
Customizing the New Realignment Queue Framework
Monitoring Queues
Sites and Queue Information
Information on the qRFC Scheduler
Replication and Realignment Queues
Data Integrity Manager
Initiation of a Compare Run
DIMa Tree Structure
Sending Data Requests
DIMa Object Display
Creating a DIMa Instance
CRM Client Copy Assistant
Activating the CRM Client Copy Assistant
CRM Mobile Technology
Authorization Management Tool (AMT)
Authorization Implementation
Assigning a Predefined Role to an AMT User
Authorization Activation
Logon to Authorization Management Tool
Authorization at the User Interface Level
Providing Access to an Application
Providing Access to a Business Component
Providing Access to a Tile Set
Providing Access to a Tile
Authorization at the Business Logic Level
Restrict Access to a Business Object
Defining an Authorization Rule
Defining an Authorization Variable
Defining an Authorization Token
Assigning an Authorization Token to a Role
Defining a Field Group for an Authorization Role
Assigning an Authorization Rule to a Field Group
Authorization of Unbound Controls
Assigning and Unassigning Roles with Mobile Client Users
Transport of Authorizations to Mobile Clients
Mobile System Maintenance (MSY)
Cross-Component Settings
Choice Field Overview
Creating and Changing Choice Fields
Creating Choice Field Value Hierarchies
Relationship Category
Relationship Category Maintenance
Inbox Maintenance
Integrating Inbox with Business Components
Defining Number Generation Settings for Sales Transactions
Calendar Template Workflow
Creating Calendar Templates
Configuring Calendar Templates
Assigning Calendar Templates to Employees
Application Parameters
Password Parameters
Defining Values for Pricing Engine Parameters
Communication between Mobile Sales and IPC
Setting Parameters for Due Visits
Sales Transaction Settings
Sales Transaction Types
Maintaining Field Properties for Sales Transactions
Availability Information in CRM Mobile
Customizing for Availability Information
Creating Availability Profiles
Assigning ATP Profiles to Item Categories
Defining Number Generation Settings for Sales Transactions
General Settings for Sales Transactions
General Settings for Pricing
Easy Condition Types
Sales Transaction Cockpit Settings
Document Generation
Document Generation Workflow
Creating Layouts
Assigning Transactions to Layouts
Layout Design
Document Generation
Data Element Definition
Data Element Generation
Text Element Definition
Decision Element Definition
Advanced Selection
Advanced Selection Workflow
Creating Advanced Selections
Defining Advanced Selection Criteria
Defining Advanced Selection Variables
Designing Advanced Selection Variables as Combo Boxes
Integrating Advanced Selection with Business Components
Using Advanced Selection
Activity Journal Definition
Activity Journal Template
Activity Journal Template Creation
Creating Template Types
Field Assignment to Activity Journal Template Types
Creating Activity Journal Templates
Product Assignment to Activity Journal Templates
Adding Fields to Activity Journals
Mapping Data for New Fields in Activity Journals
Target Group Generation
Target Group Management
Target Group Member Administration
Territory Management
Territory Overview
Territory Assignment
Territory Hierarchy
All Territory Hierarchies
Employee Territories
Selections and Target Groups
Target Group Generation
Creating Selection Headers
Target Group Generation: Standard Selection Header
Target Group Generation: Advanced Selection Header
Target Group Management
Target Group Member Administration
BI Report Tools
BI Reports Workflow on the Mobile Client
BI Report Extraction
BI Workbook Assembly
BI Report Upload
Employees
Employee Component Setup
Number Range Maintenance for Service Transactions
Business Content Provider
Business Content Provider Workflow
Creating Business Content Providers
Defining Formulas for Business Content Providers
Report Maintenance
Report Category
Report Creation
Creating Reports Using Crystal Reports
Creating Super Reports Using Crystal Reports
Updating Active Field Definition Files
Creating Reports Using Microsoft Excel
Creating Super Reports Using Microsoft Excel
Defining Filtering Criteria for Reports and Charts
User Interface Assignments to a Report
Generating Instant Reports
Instant Reporting: Third-Party Tool Integration
Charts
Chart
Chart Type
Chart Workflow
Designing Charts
Chart Design
Chart Integration
Defining Filtering Criteria for Reports and Charts
Chart Element Descriptions
Metadata Export and Import
Export-Import Workflow
Export Manager
Export Management for Advanced Users
Import Manager
Data Structures of Entity Types
Business Partner Settings
Defining Settings for Fact Sheets
Defining Settings for Business Hours
Configuring Communication Lines
Defining Relationship Categories and Partner Functions
Setting the Default Relationship Category
Defining Settings for Contact and Business Partner Relationships
Defining Settings for Contact Types
Specifying Criteria to Check for Duplicate Business Partners
Defining Business Partner Cockpit Settings
Customizing Territory-Dependent Business Partner Data
Making Customizing Settings for DEA Addresses
PDA Synchronization
Configuration for Shelf Management
Listing Settings
Defining Values for Listing Parameters
Adding Listing Header Fields
Settings for Service Stock Management
Storage Location Assignments
Security Logs and Settings
Groupware Integration
Server-Based Groupware Integration
Middleware Settings for Groupware Integration
Generating Runtime Objects for Groupware Integration
Creating Sites for the Groupware Adapter
Creating Subscriptions for Groupware Integration
Applying Filter Conditions to Adapter Objects
Loading Customizing Objects to Groupware
Groupware Customizing Objects
Retrieving Metadata for BUS_TRANS_MSG
Retrieving Activity Categories and Business Partner Categories for Master Category List
Transferring Business Partner Data to Groupware
Transfer Business Partner to Public Contact Directory
Synchronizing Business Partners with Personal Contact Directory
Creating Sites for New Users
Filtering in Replication by Criteria Fields
Monitoring the Initial Load of Business Partners
Synchronization of Activities with Groupware
$PRCD$ Sync Attachments to Activities in CRM with Groupware
Mapping of Activity Fields to Groupware Fields
Troubleshooting for Server-Based Groupware Integration
Troubleshooting the Groupware Adapter
Migration of Groupware Integration Data to the ABAP MapBox
Client-Based Groupware Integration
Preparation for Using Client-Based Groupware Integration
Groupware Profile
Synchronization Settings
Relate to SAP CRM
Contact Synchronization
Assignment of Accounts to Contacts
Assigned Account Priority
Handling of Contacts with Multiple Accounts in SAP CRM
Address Delimiter and Address Grouping for Contacts
Phone Number Formats for Contacts
Appointment Synchronization
Business Information
Priority Mapping
Task Synchronization
Business Information
Priority Mapping
Confirmations and Conflicts
Automatic Synchronization
Attachment Synchronization
Main Employee Responsible
Check for Changes on Field Level