Elements of the Personalization Framework

Use

Storing user-specific personalization data is made possible by the personalization framework The key elements of this are hierarchical data storage (personalization hierarchy) and personalization dialogs that enable separate personalization data for each user.

With SAP ECC personalization hierarchies and dialogs are delivered. However, you can define your own if you need to (see Adapting the Framework Components ).

Features

Data Storage/Personalization Hierarchy

The personalization hierarchy consists of personalization nodes (such as the node for the cost center information system). Nodes in the personalization hierarchy often relate to a particular application or iView (for example, the node for cost center planning is associated with the planning application). This is usually the case for the node at the lowest level of the hierarchy. For this reason the nodes in the personalization hierarchy are also designated as ‘personalization applications’. However, it is possible for different applications/iViews to access the same personalization node, meaning the same personalization application.

At least one personalization characteristic (such as internal order ) is assigned to each personalization application. Each personalization characteristic relates to a particular personalization application of the personalization hierarchy. For this reason, the values (personalization data) for that characteristic are assigned to this personalization application separately for each user. For each characteristic, the corresponding ABAP Dictionary information is stored so that the associated personalization data (characteristic values) can be read by type, displayed, and saved.

For each characteristic, the personalization data can be stored in the form of one or more individual values, intervals, or groups.

Inheritance

One basic function of the personalization hierarchy is the inheritance of characteristics. The characteristics are inherited from the top down based on the hierarchy path. An application that uses personalization accesses the hierarchy at a particular level (this is often the lowest level). The application then receives the personalization data of that initial level as well as all levels above it. This means that certain central characteristics are stored higher up in the personalization hierarchy in personalization applications (for example, in the personalization hierarchy for financials applications the characteristic controlling area ). Other, more specific characteristics on the other hand are stored much lower in the personalization hierarchy.

Example Example

So, for example, a planning iView in the financials environment accesses the corresponding personalization application of the personalization hierarchy for a particular user, in order to determine the personalization data required for the planning. Particular characteristics are associated with this personalization application, such as the fiscal year to be planned or the version to be planned. Personalization data for characteristics such as the user's cost centers or the controlling area is in turn inherited from personalization applications located higher in the personalization hierarchy.

End of the example.
Personalization Dialog

The personalization dialog is an input template that the end user or administrator can use to predefine or restrict the selection criteria of an iView. As a rule, a particular personalization dialog is assigned to an iView. The end user can call this up, providing he has the necessary authorization, from the iView by choosing Personalize Data . In Customizing under Start of the navigation path Cross-Application Components Next navigation step General Application Functions Next navigation step Generic mySAP Suite Functions Next navigation step Personalization Next navigation step Personalization Data: Collective Processing End of the navigation path an administrator can call up all of the existing personalization dialogs, and enter personalization data for several end users centrally.

Note Note

An administrator should always use collective processing for entering personalization data, even for a single end user.

End of the note.

Administrative data entered for a characteristic is overwritten by the personalization data defined individually by the end user for this characteristic. The administrative data is valid for each characteristic again the moment the individually personalized data for this characteristic is deleted.

The administrator can simulate the data entry of an end user, for example if an error message is issued for an end user. The following IMG activity is available for this: Start of the navigation path Cross-Application Components Next navigation step General Application Functions Next navigation step Generic mySAP Suite Functions Next navigation step Personalization Next navigation step Personalization Data: Single Processing End of the navigation path .

Example

The following figure shows part of the personalization hierarchy and how the fields of a personalization dialog are associated with the personalization applications of the personalization hierarchy: