Archiving of IS-U/CRM Profiles

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Archiving of IS-U/CRM Profiles

Procedure

Purpose

You use this program to archive IS-U/CRM profiles.

Two variants are possible:

Only profiles, in which the preprocessing program set the deletion indicator, are selected. However, the checks that have already been run in the preprocessing program are performed again (preferred procedure).
All profiles are inspected again, according to the selection criteria, and are immediately written in the archive. (This allows you to avoid preprocessing for straightforward data quantities.)
1. The profile is not used in an active quotation or contract. (Note: This check has been stored in the default implementation for the ARC_CRM_ISUPRO_CHECK BAdI. This makes it possible to either enhance or deactivate this check.)
2. The valid-to date of the profile is older than the specified retention period (see below).
3. You can use the profile type and profile value category selection parameters to restrict the selection. You can also specify certain profile numbers (intervals).

Integration

This program is entered as a write program for the CRM_ISUPRO IS-U Archiving: CRM Profiles archiving object.

The CRM_ISU_ARC_PROFILE_DELETE delete program is then used to delete the archived profiles from the database.

Prerequisites

The retention period must be maintained for the storage location, for which the profiles are to be archived.

The CRM_ISU_ARC_PROFILE_CHECK preprocessing program should be used to preselect the profiles that are to be archived. However, this step is optional.

A profile is only archived if it is not locked by another process.

Selection

Profile

Storage location - Here you specify the storage location, for which you want to archive profiles.

Profile - Here you enter the profile numbers, to which you want the selection to be restricted.

Deletion indicator - Here you specify whether only those profiles, for which the deletion indicator is set (by the preprocessing program) are to be archived.

Profile type - Here you enter the profile type, to which the selection is to be restricted.

Profile value category - Here you enter the profile value category, to which the selection is to be restricted.

Process Control

Test mode - If you choose this option, then the program is executed in test mode.

Production mode – If you choose this option, then the program is executed in production mode.

Detail log - If this indicator is not set, then the system only outputs a compressed log of processed objects.

Comment for archiving run - Here you enter a text, which describes the content of the archive files for an archiving run.

Note Note

You can also manually delete profiles. These profiles do not appear in the preprocessing program, but are taken into consideration by this report. However, they are only archived if they fulfill the aforementioned criteria.

End of the note.

Output

Log of archived profiles.

Annotations

Consumption factors of synthetic profiles are not archived.

Archiving programs

In the following, you will find the corresponding archiving programms:

RE CRM_ISU_ARC_PROFILE_CHECK - Archiving Profiles: Preparation Programm

Purpose

You use this program to mark CRM profiles as deleted.

At first, these profiles remain in the database. However, they are no longer to be used. Profiles must fulfill the following criteria before you can mark them as deleted:

The profile is not in use in an active quotation or contract.

Note
This check has been defined in the default implementation for the ARC_CRM_ISUPRO_CHECK BAdI. This makes it possible to enhance this check, or to deactivate it.

End of the note.
The valid-to date of the profile is older than the specified retention period (see below).
You can use the profile type and profile value type selection parameters to restrict the selection. You can also specify certain profile numbers (intervals).

Integration

This program is entered as a preprocessing program for the CRM_ISUPRO IS-U Archiving: CRM Profiles archiving object.

The execution of this program is optional.

The profiles marked as deleted are written from the CRM_ISU_ARC_PROFILE_SAVE write program into the archive.

Prerequisites

The retention period must be retained for the storage location, for which profiles are to be archived.

Changes are only made if the object in question is not locked by another process.

Selection

Profile

Storage location - Here you specify the storage location, for which you want to mark profiles as deleted.

Profile - Here you enter the profile numbers, to which the selection is to be restricted.

Profile type - Here you enter the profile type, to which the selection is to be restricted.

Profile value category - Here you enter the profile value category, to which the selection is to be restricted.

Process Control

Test mode - If you choose this option, then the program is started in test mode.

Production mode - If you choose this option, then the program is executed in production mode.

Detail log - If you do not set this indicator, then the system only outputs a compressed log for the objects processed.

Note Note

Only those profiles are inspected, in which the deletion indicator is not yet set. For CRM profiles it is possible, for example, to manually delete these profiles (to set the indicator accordingly).

End of the note.

Output

Log of inspected and marked profiles.

RE CRM_ISU_ARC_PROFILE_DELETE - Archiving Profile: Deletion Programm

Purpose

You use this program to delete profiles, which were archived using the CRM_ISU_ARC_PROFILE_SAVE program in the previous step, from the database. The archiving is only complete after this step. It should take place directly after writing.

Integration

This program is entered as delete program for the CRM_ISUPRO IS-U Archiving: CRM Profiles archiving object.

The following happens when you delete archived profiles from the database:

Information on the archived profiles is recorded in the archive information system. This allows you to access the data for the archived profiles (read-only access).
The status of the profile is set to archived. Archived profiles are then, for example, displayed on the appropriate tab page in the BSP application.

Prerequisites

A productive archiving run using the CRM_ISU_ARC_PROFILE_SAVE program.

Selection

Profile

Storage location - Here you specify the storage location, for which you want to delete profiles.

Process Control

Test mode - If you choose this option, then the program is executed in test mode.

Production mode- If you choose this option, then the program is executed in production mode.

Detail log - If you do not set this indicator, then the system only outputs a compressed log of the objects processed.

Output

Log of deleted profiles.

RE CRM_ISU_ARC_PROFILE_READ – Archiving Profile: Read Program

Purpose

You can use this program to have the system display data for archived profiles.

It provides a technical view of the archived profiles.

Integration

This program is entered as a read program for the CRM_ISUPRO IS-U Archiving: CRM Profiles archiving object.

Prerequisites

Activate the SAP_CRM_ISU_PRO archive information structure. If you do not activate this archive information structure, then you cannot correctly access the archived data at a later date.

Selection

The selection parameters are generated according to the activated archive information structure. The parameters basically provide the selection criteria, which are also available in the Profiles BSP application.

Output

List of archived profiles: Header and value data.

RE CRM_ISU_ARC_PROFILE_RELOAD – Archiving Profile: Reload Program

Purpose

You can use this program to reload profiles from an archive.

Integration

This program is entered as a reload program for the CRM_ISUPRO IS-U Archiving: CRM Profiles archiving object.

Prerequisites

We recommend that you only reload archived objects in exceptional cases.

Selection

Profile

Storage location - Here, you specify the storage location, for which you want to reload profiles.

Process Control

Test mode – If you choose this option, then the program is executed in test mode.

Production mode – If you choose this option, then the program is executed in production mode.

Detail log – If this indicator is not set, then the system only outputs a compressed log of processed objects.

Output

Log of reloaded profiles.

RE CRM_ISU_ARC_PROFILE_SAVE - Archiving Profile: Write Program

Purpose

You use this program to archive IS-U/CRM profiles.

Two variants are possible:

Only profiles, in which the preprocessing program set the deletion indicator, are selected. However, the checks that have already been run in the preprocessing program are performed again (preferred procedure).
All profiles are inspected again, according to the selection criteria, and are immediately written in the archive. (This allows you to avoid preprocessing for straightforward data quantities.)
1. The profile is not used in an active quotation or contract. (Note: This check has been stored in the default implementation for the ARC_CRM_ISUPRO_CHECK BAdI. This makes it possible to either enhance or deactivate this check.)
2. The valid-to date of the profile is older than the specified retention period (see below).
3. You can use the profile type and profile value category selection parameters to restrict the selection. You can also specify certain profile numbers (intervals).

Integration

This program is entered as a write program for the CRM_ISUPRO IS-U Archiving: CRM Profiles archiving object.

The CRM_ISU_ARC_PROFILE_DELETE delete program is then used to delete the archived profiles from the database.

Prerequisites

The retention period must be maintained for the storage location, for which the profiles are to be archived.

The CRM_ISU_ARC_PROFILE_CHECK preprocessing program should be used to preselect the profiles that are to be archived. However, this step is optional.

A profile is only archived if it is not locked by another process.

Selection

Profile

Storage location – Here you specify the storage location, for which you want to archive profiles.

Profile – Here you enter the profile numbers, to which you want the selection to be restricted.

Deletion indicator – Here you specify whether only those profiles, for which the deletion indicator is set (by the preprocessing program) are to be archived.

Profile type – Here you enter the profile type, to which the selection is to be restricted.

Profile value category – Here you enter the profile value category, to which the selection is to be restricted.

Process Control

Test mode – If you choose this option, then the program is executed in test mode.

Production mode – If you choose this option, then the program is executed in production mode.

Detail log – If this indicator is not set, then the system only outputs a compressed log of processed objects.

Comment for archiving run – Here, you enter a text, which describes the content of the archive files for an archiving run.

Note Note

End of the note.

Output

Log of archived profiles.

Annotations

Consumption factors of synthetic profiles are not archived.

RE CRM_ISU_ARC_PROFILE_POST – Archiving Profile: Postprocessing Program

Purpose

You can use this program for the following purposes:

Remove profiles from the favorites for users using the Profiles BSP application. The favorites are deleted if the profile is no longer located in the database, if it is deleted (a deletion flag is set), or the Valid To date no longer lies in the retention period.
Modify the status of profiles in the Points of Delivery BSP application. For profiles with a Valid To date that is older than the retention period, the status is set to "Deleted". This means that they are no longer listed on the "Active" Profiles tab page.

Integration

This program is entered as a postprocessing program for the CRM_ISUPRO archiving object IS-U Archiving: CRM Profiles. It is particularly important for removing invalid profiles from external storage locations (such as SAP IS-U/EDM) from active processing.

Selection

Profile

Storage location - Here you specify the storage location, for which you want to process profiles and favorites.

BSP Application Profiles

Adjust favorites - Select this parameter if you want to delete invalid favorites.

Points of Delivery

Adjust status – Select this parameter if you want to indicate "invalid" profiles accordingly.

Profile key in storage location - Here you enter the key of the profiles, for which the status at the point of delivery is to be set to "deleted". Note: If you do not enter any value here, then all profiles for all points of delivery are inspected. This can lead to considerable runtimes.

Process Control

Test mode – If you choose this option, then the program is executed in test mode.

Update mode – If you choose this option, then the program is executed in update mode.

Detail log – If you do not set this indicator, then only a compressed log is output for the processed objects.

Output

Result log for inspected favorites and profile statuses.

Note Note

In the log messages, the system outputs the key for the appropriate IBase components as a point of delivery key. You can use transaction IB53 to have the system display the details for this point of delivery (such as the address).

End of the note.

Activities

When archiving CRM profiles, you only need to check the favorites. The profile status is set by the archiving programs.

Example

Enter the following selection criteria if you no longer want the system to display the status of EDM profiles, whose Valid To date no longer lies within the retention period, on the Active (Profiles) tab page of the Points of Delivery BSP application:

Profile
Storage location: EDM
Points of delivery
Adjust status: Yes
Profile key in storage location: <> Initial (standard specification)