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Function documentationCreating Target Groups from External Lists Locate this document in the navigation structure

 

The creation of target groups from external lists that were created in SAP NetWeaver BI occurs during segmentation in SAP CRM.

Prerequisites

  • You have created a data source with origin type External List Management in transaction Maintain Data Sources for Segmentation in SAP CRM. Pay attention to the following when creating your data source:

    • RFC Link: The data source needs an RFC link to SAP NetWeaver BI.

    • Name of the InfoSet: An InfoSet is executed in SAP NetWeaver BI via RFC. This InfoSet selects the data from both of the master data objects 0ELM_GUID_H and 0ELM_GUID_I. In the SAP standard system, InfoSet ELM_INFOSET is provided in SAP NetWeaver BI. You can use or copy this InfoSet.

    • Business Partner: Remember that the field with its name entered here does not contain the GUID of the business partner, but rather the GUID for a row from the master data object 0ELM_GUID_I (attribute 0ELM_GUID_I). The SAP standard proposes field ELM_INFOSET_STRUCTURE-ITEM_GUID.

    • Mapping Format: The fields in the InfoSet must be mapped to the fields of the CRM structures. Use the value help to select the appropriate mapping format. The SAP standard provides mapping format 0ELM_I.

  • You have defined at least one selection attribute list for the new data source.

  • The Customizing settings for list type and list origin must be identical in both SAP NetWeaver BI and SAP CRM. You can find more information in the corresponding Implementation Guide (IMG) documentation.

Features

In SAP NetWeaver BI in the SAP standard, the data from 0ELM_GUID_H and 0ELM_GUID_I is selected using InfoSet ELM_INFOSET. In SAP CRM, the data is mapped using a default implementation of the Business Add-In CRM_MKTLIST_BW_FIELD from the structure of the BI InfoSet to the structure of the CRM intermediate table. The data is stored in this intermediate table until the business partners and the target group have been created.

The standard functions of External List Management are used in SAP CRM to create the business partners. For this, the data is read from the intermediate table and transferred to the structures for the creation of business partners. The SAP standard provides mapping format 0ELM_I for this step.

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Note Note

If you change the master data objects 0ELM_GUID_H and 0ELM_GUID_I (for example, by adding further attributes), you must do the following:

  • In SAP NetWeaver BI, copy the InfoSet ELM_INFOSET and select the new fields in the read program accordingly

  • In SAP CRM, create a user-specific implementation for Business Add-In CRM_MKTLIST_BW_FIELD

  • In SAP CRM, extend the following structures with the new fields in 0ELM_GUID_H and 0ELM_GUID_I

    • CRMT_MKTLIST_ADR_EXT

    • CRMT_MKTLIST_PER_EXT

    • CRMT_MKTLIST_ORG_EXT

    • CRMT_MKTLIST_CP_EXT

    • CRMT_MKTLIST_CUSTOMER_EXT

  • In SAP CRM, create a user-specific implementation for Business Add-In CRM_MKTLIST_CUSTOMER, if fields are added to structure CRMT_MKTLIST_CUSTOMER_EXT

  • In SAP CRM, create a user-specific implementation for Business Add-In CRM_MKTLIST_BADI, if fields are added to the structures CRMT_MKTLIST_ADR_EXT, CRMT_MKTLIST_PER_EXT, CRMT_MKTLIST_ORG_EXT or CRMT_MKTLIST_CP_EXT

End of the note.

Activities

  • In segmentation, create a profile with selection criteria from the attribute list.

  • If you create the target group for the profile, the data is read from the master data objects 0ELM_GUID_H and 0ELM_GUID_I in SAP NetWeaver BI and copied to SAP CRM. The system checks whether a business partner already exists for each data record. If no business partner exists in SAP CRM, a business partner is created from the data record. The business partners are then assigned to the target group. Before creation of the business partners, the system checks whether the address list already exists in SAP CRM. If the address list does not exist, then the data from 0ELM_GUID_H is used to create the address list. Every selected address data record from 0ELM_GUID_I is assigned to the address list with its row GUID (attribute 0ELM_GUID_I) and the corresponding business partner GUID. This information is needed for subsequent selections, for deletion of business partners, and for Reporting.

  • Creation of a target group with an attribute list of type External List Management is allowed only via background processing, for performance reasons. Address lists that come from ELM are processed in a specific way during segmentation. For more information, refer to Segmentation of Data from External List Management.