Show TOC

App Implementation: My NotesLocate this document in the navigation structure

System Landscape Requirements

In order to be able to implement this app, your system landscape has to be enabled for SAP Fiori. Depending on the database type serving as the basis in your system landscape, it has to be set up for SAP Fiori and has to meet the respective prerequisites:

SAP Fiori System Landscape Setup Prerequisites

Setup of SAP Fiori System Landscape for SAP Business Suite

Installation Requirements

The SAP product version in the back-end system serving as the basis for the app must be the following:

Required Back-End Product (Product Version Stack)

SAP enhancement package 3 for SAP CRM 7.0 (10 (10/2015))

Each SAP Fiori app consists of front-end components and back-end components:

  • The front-end components of the app consist of the user interfaces and content required for launching the app on the SAP Fiori launchpad. These components have to be installed on your front-end server.

  • The back-end components of the app mainly consist of the OData services required for the app. These components have to be installed in your back-end system.

The front-end and back-end components of the app are delivered with the following SAP product versions as part of the listed software components. The required software components for the app are contained in the listed product instances:

App Component

Required SAP Product Version (Support Package Stack)

Available Instances Containing Software Component

Software Component Required for App (Support Package)

Front-End Components

 SAP Fiori 1.0 for SAP CRM ( 08 (10/2015) )
  • CRM AS ABAP UI NW731
  • CRM AS ABAP UI NW740

UICRM001 100 (0008 )

Back-End Components

SAP enhancement package 3 for SAP CRM 7.0 (10 (10/2015))

CRM Application Server ABAP

BBPCRM 713 (0010 )

For more information about the installation of front-end components, see http://help.sap.com/fiori_implementation.

Required SAP Notes

On the back-end server, the following SAP notes must be implemented for this app:

SAP Note Number

Description

not available

not available

On the front-end server, the following SAP notes must be implemented for this app:

SAP Note Number

Description

not available

not available

Implementation Tasks

The following sections list tasks that have to be performed to implement the required components of the app. The tables contain the app-specific data required for these tasks.

You can find the data required to perform these tasks in the SAP Fiori apps reference library at:

https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/index.html?appId=F0006

Front-End Server : Activate OData Services

Component

Technical Name

OData Service (Version Number)

CRM_NOTES (001 )

For more information about how to activate the OData service, see Front-End Server: Activate OData Services .

Front-End Server: Activate SAPUI5 Application

Component

Technical Name

SAPUI5 Application

 CRM_NOTES

For more information about how to activate the SAPUI5 application (ICF service), see Front-End Server: Activate ICF Services.

Enable App for Access in SAP Fiori Launchpad

To define the access of single users to this app in the SAP Fiori launchpad, technical content is delivered, such as catalogs and example roles.

You can find an overview of the delivered technical content for this SAP Fiori app in the SAP Fiori apps reference library.

For more information about how to proceed with this content, see Enable App for Access in SAP Fiori Launchpad.

Front-End Server and Back-End Server: Assign OData Service Authorizations to Users

You must assign OData service authorizations for the app to your users.

Note

Several authorization default values are connected to the OData service. To ensure that all these default values are assigned to a user, you have to follow the instructions given under the documentation links provided.

Make the assignment on the back-end server and on the front-end server :

  • On the back-end server, a dedicated authorization role (PFCG role) for the OData service is delivered as an example. You can copy this role and adjust it to your needs.

  • On the front-end server , you must assign the OData service authorization to a new or existing role, such as a business role that has been adjusted according to your needs.

OData Service (Version Number)

Back-End Server: Delivered Authorization Role (PFCG Role)

Front-End Server : Assignment to Authorization Role

CRM_NOTES (001 )

In addition, this role contains authorizations to display the related business data.

  • SAP_CRM_NOTES_APP

Note

In addition, this role contains authorizations to display the related business data.

OData service authorization must be assigned.
Configuration Tasks

To be able to implement the app, you must perform the following configuration tasks in the back-end system:

  • Assign Authorization Role (PFCG Role)

    In the SAP_CRM_NOTES_APP authorization role (PFCG role), include the following authorization objects:

    • Authorization object S_RFC (Authorization Check for RFC Access), with the following values:

      Field

      Value

      ACTVT

      16

      RFC_NAME

      /IWBEP/FGR_MGW_CLIENT_IF

      RFC_TYPE

      FUGR

    • Authorization object S_RFCACL (Authorization Check for RFC User (e.g. Trusted System))

      There are no predetermined values for this.

    Assign the SAP_CRM_NOTES_APP authorization role (PFCG role) to the business roles that should have access to the My Notes app. This authorization role contains only the technical access to the necessary OData services. Note that you also need to assign an authorization role that covers access to relevant transactions and menu options; such as the SAP_CRM_UIU_SLS_PROFESSIONAL authorization role.

  • Assign "Employee" Business Partner Role

    Ensure that each user who should have access to the My Notes app is assigned to a business partner with the Employee business partner role.

  • Check the SAPScript Customizing Entries Supplied

    SAP delivers preconfigured Customizing entries for SAPscript text management. If problems occur when you create your note texts, check that the text object and text determination procedure entries delivered exist. Avoid making changes to the Customizing entries delivered in the standard system.

    The following SAPscript entries are supplied for the My Notes app in CRM Customizing under Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Text Management End of the navigation path:

    • Define Text Objects and Text Types

    • Define Text Determination Procedure

    Text Object

    Description

    CRM_NOTESH

    CRM My Notes - Header

    CRM_NOTESL

    CRM My Notes - Log

    CRM_NOTESS

    CRM My Notes - Section

  • Set Up Modeling for the Search and Analysis

    SAP supplies the model CRM_NOTES for the Enterprise Search Integration for the application component CRM-BF-TM (Text Management). Use the model supplied to create the search object connector.

    1. From the SAP Easy Access Customer Relationship Management screen, choose Start of the navigation path SAP Menu Next navigation step Architecture and Technology Next navigation step Enterprise Search Integration Next navigation step Tools Next navigation step CRM ES Modeling Workbench Next navigation step ESH_MODELER  End of the navigation path.

      In the modeling for the search and analysis, check whether the entry CRM_NOTES exists under Start of the navigation path List of Models Next navigation step BBPCRM Next navigation step [CRM] Next navigation step [CRM-BF] Next navigation step [CRM-BF-TM] End of the navigation path.

    2. From the SAP Easy Access Customer Relationship Management screen, choose Start of the navigation path SAP Menu Next navigation step Architecture and Technology Next navigation step Enterprise Search Integration Next navigation step Tools Next navigation step ES Administration Cockpit End of the navigation path.

      Create the search object connector required for the notes search in the Administration Cockpit using the model CRM_NOTES.

  • Configure SAP Jam ABAP Integration

    For more information about SAP Jam Configuration, see SAP Library for the user interface add on for SAP NetWeaver on SAP Help Portal under http://help.sap.com/nw-uiaddon. Under Application Help choose Social Media Integration.

More Information

For more information about app implementation, see http://help.sap.com/fiori_implementation Start of the navigation path App Implementation Information for SAP Fiori End of the navigation path.