Import Categorization Schemas - SAP Documentation

Use

This function enables you to import categorization schemas from a source system into a target system. The import function is supported between two clients of a CRM system and also between two CRM systems.

Note that the import of schemas only accommodates the categories, their hierarchy relationship, the object links, and the object keys. The linked objects themselves are not transferred into the target system by the import function. You must ensure the availability of these objects in the target system by means of other transport mechanisms, such as the SAP Transport Organizer, or CRM Middleware.

This graphic is explained in the accompanying text.

Figure: Importing a Schema

Integration

This function is available in the category modeler. Alternatively, you can also import schemas by running program CRM_ERMS_CAT_AS_IMPORT in transaction SE38.

Prerequisites

You have defined the RFC connections that are to be available for importing schemas in Customizing by choosing Customer Relationship Management CRM Cross-Application Components Multilevel Categorization Maintain RFC Destinations for Schema Import.
Make sure that the linked objects of a schema exist in the target system before initiating the import.

Features

Before importing categorization schemas, the system checks whether the user has general authorization for import activities (authorization object CRM_CATEGO ). In particular, a check is run in the source system to determine whether a user is authorized to export the respective elements.
The import of schemas is recorded in an import log that you can display in the application log .
Imported schemas are saved with the status Draft in the target system.

The standard implementations of the Business Add-In (BAdI) CRM_ERMS_CATEGO_OBJECT_BADI support the import and merging of schemas. The methods IMPORT_OBJECTS, IMPORT_LINK, EXPORT_LINK, and UPDATE enable you to structure the category hierarchy and link the objects. BAdI implementations are provided for the following objects in the standard system:

Supported Standard Objects for Import / Merging of Schemas

Object	Import	Merging
Query	x	x
Standard Responses	-	x
Problems and Solutions	-	x
Service Order Templates	x	x
Products	x	x
Accounts	x	x
Enhanced Attributes	x	x
Document Template Profile	x	x
Activity Template	x	x
Subject Code	x	x

Note Note

For technical reasons ‘Queries’ are not imported or merged using the BAdI. A customer-specific enhancement is not supported for this object.

End of the note.

See also:

Merge Categorization Schemas