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SAP CRM Technical Course Content

Structure of the CRM                           Role Concept
• Web Client User Interface                    • General Information about the Role
• Overview of the User Interface               Concept
• Detailed Analysis of the User Interface      • Marketing Professional
• Navigation Bar                               • Sales Professional
• Header Area                                  • Service Professional
• Work Area                                    • IC Agent
• Navigating in the User Interface             • Technical Description of the Role
• Personalizing the User Interface             Concept
• Logging On to the CRM Web Client             • Role and Profile Dependencies
• Prerequisites and Performance Optimization   • Navigation Bar Profile
                                               • Technical Profile
                                               • Layout Profile
                                               • Layout Profile




                                               • Role Configuration Key
                                               • Authorization Role
                                               • Organizational Model and Role
                                               Assignment
Enhancing and Customizing the Navigation       • Practical Example: Business Role
Bar                                            • Creating an Authorization Role
• Configuring the Navigation Bar               • Creating a Business Role (Service)
• Navigation from the Navigation Bar           • Using the Organizational Model to
• Integrating a Transaction Launcher
• Prerequisites and Limitations
• Creating New Transactions
• Integration into the Navigation Bar
Profile

                                               Assign the Business Role
                                               • Logging On and Testing the New
                                               Business Role
• Changing an Existing Transaction             • Practical Example: Customizing the
• Copying and Deleting Transactions            Corporate Identity
• Practical Example: Navigation Bar
• Creating and Assigning a Role
Configuration Key
• Deactivating a Work Center Page
• Adding a Work Center Page
• Practical Example: Transaction               • Localizing the Data on SAP NetWeaver
Launcher                                       Application Server
                                               • Replacing the Company Logo
                                               • Customizing the Color and Font
• Setting Up a Logical System                  • Content of Important Files at a Glance
• Using the Transaction Launcher to
Integrate the Application
• Integrating the Application into the
Navigation Bar
SAP CRM Technical Course Content
Enhancing and Customizing the Work Area
• UI Configuration Tool
• Configuration Access Sequence             Enhancing and Customizing the Header Area
• Calling the UI Configuration Tool         • Configuring the Header Area
• Technical Information (F2 Key)            • Defining the Navigation Frame
• Structure of the UI Configuration Tool    • Defining the Layout Components
                                            • Displaying the Central Search
                                            • Using the Working Context
Enhancing and Customizing the Header Area
• Configuring the Header Area               Structure of the CRM
• Defining the Navigation Frame             • Web Client User Interface
• Defining the Layout Components            • Overview of the User Interface
• Displaying the Central Search             • Detailed Analysis of the User Interface
• Using the Working Context                 • Navigation Bar
                                            • Header Area
                                            • Work Area
Role Concept                                • Navigating in the User Interface
• General Information about the Role        • Personalizing the User Interface
Concept                                     • Logging On to the CRM Web Client
• Marketing Professional                    • Prerequisites and Performance
• Sales Professional                        Optimization
• Service Professional
• IC Agent
• Technical Description of the Role
Concept
• Role and Profile Dependencies             Enhancing and Customizing the Navigation
• Navigation Bar Profile                    Bar
• Technical Profile                         • Configuring the Navigation Bar
• Layout Profile                            • Navigation from the Navigation Bar
• Layout Profile                            • Integrating a Transaction Launcher
• Role Configuration Key                    • Prerequisites and Limitations
• Authorization Role                        • Creating New Transactions
• Organizational Model and Role             • Integration into the Navigation Bar
Assignment                                  Profile
• Practical Example: Business Role          • Changing an Existing Transaction
• Creating an Authorization Role            • Copying and Deleting Transactions
• Creating a Business Role (Service)        • Practical Example: Navigation Bar
• Using the Organizational Model to         • Creating and Assigning a Role
Assign the Business Role                    Configuration Key
• Logging On and Testing the New            • Deactivating a Work Center Page
Business Role                               • Adding a Work Center Page
• Practical Example: Customizing the        • Practical Example: Transaction
Corporate Identity                          Launcher
• Localizing the Data on SAP NetWeaver      • Setting Up a Logical System
Application Server                          • Using the Transaction Launcher to
• Replacing the Company Logo                Integrate the Application
• Customizing the Color and Font            • Integrating the Application into the
• Content of Important Files at a Glance    Navigation Bar
SAP CRM Technical Course Content
ApplicationIntegration and Authorization
• SAP NetWeaver Business Warehouse
Integration
• Basic SAP NetWeaver Business
Warehouse Configuration
• Links for Cross-Component Navigation
• Integrating Reports into the User         Enhancing and Customizing the Work Area
Interface                                   • UI Configuration Tool
• Integration into Custom Components        • Configuration Access Sequence
• Integration into SAP NetWeaver Portal     • Calling the UI Configuration Tool
• Prerequisites and Functional Scope        • Technical Information (F2 Key)
• Communication Between the ABAP            • Structure of the UI Configuration Tool
System and the Portal                       • Role-Based Customizing of the User
• Uploading Business Roles from the CRM     Interface
System                                      • Design Layer
• Integrating Business Roles into the       • Structure of the Design Layer
Portal                                      • UI Object Types
• Tips and Tricks for CRM Web Client        • Design Layer Data Model
Integration                                 • General Field Customizing
• Authorization Concept                     • Modifying the Shared Memory Settings
• Basic Principles of Authorization         • Easy Enhancement Workbench
• Implementing Authorization                • Differences Between the EEWB and the
• Example of Setting Up an Authorization    UI Configuration Tool
Concept                                     • Structure of the Easy Enhancement
• Creating a Business Role                  Workbench
• Creating and Assigning an Authorization   • Field Enhancement with the Easy
Role                                        Enhancement Workbench
• Preparing an Authorization Concept for
the User Interface


Web Client UI Framework
• Basic Principles
• BSP Programming Models                    • Troubleshooting
• Web Client UI Framework                   • Notes on the Easy Enhancement
• Tag Libraries                             Workbench
• Web Client Component                      • Practical Example: Using the UI
• Component Workbench                       Configuration Tool
• Component Structure Browser               • Customizing the Overview Page
• Detailed Overview                         • Customizing the Search Page
• View Navigation                           • Showing Input Fields in a View
• Runtime Repository Editor BOL Model       • Changing Field Labels in a View
Browser                                     • Practical Example: Using the Design
                                            Layer
                                            • Creating a Design Object
                                            • Assigning the Design Object to the
                                            Context Node
                                            • Practical Example: Using the Easy
                                            Enhancement Workbench
                                            • Creating a New Field with the EEWB
                                            • Adding the Field to the View with the UI
                                            Configuration Tool
SAP CRM Technical Course Content
                                              UI Component Architecture
                                              • View
                                              • View Controller
Creating Configurable Views and Pages         • View Context
• Form View                                   • Event Handler
• Table View                                  • Plugs
• Buttons                                     • View Layout (BSP Page
• One-Click Actions (OCAs)                    • View Set
• Tree View                                   • Window
• Search Pages                                • Controller and Context
• Overview Pages                              • Component Controller
• Work Center Pages                           • Custom Controller
                                              • Context Nodes and Attributes
                                              • Context Note Binding
UI Component Enhancement Concept              • Model Integration
• Enhancement Set                             • Dependent Model Nodes
• Enhancing UI Components                     • Navigation
• Enhancement Set in the Component            • Navigating with Navigational Links
Workbench                                     • Cross-Component Navigation
                                              • Component Interface
                                              • Interface View
                                              • Context
                                              • Events
                                              • UI Component Usage
Generic Interaction Layer – GenIL             Business Object Layer — BOL
• Benefits of the Generic Interaction Layer   • BOL Entities
• GenIL Object Model                          • Working with Collections
• GenIL Components and Component              • Access Using Iterators
Sets                                          • Filtering Collections
• GenIL Objects                               • Sorting Collections
• Relationships Between GenIL Objects         • BOL Core
• Tools for Displaying Object Models          • Searching for BOL Entities
• GenIL Model Browser                         • Traversing via the Object Model
• GenIL BOL Browser                           • Locking BOL Entities
• Enhancing Object Models                     • Accessing BOL Entities
• Enhancing the Business Partner Model        • Generating BOL Entities
• Enhancing the Business Transaction          • Transaction Context
Model                                         • Messages from the APIs
• Simple GenIL Objects
• Web Service Consumption Tool (WSCT)
• Practical Example: Creating a Simple
GenIL Object

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SAP CRM Technical Course Content

  • 1. SAP CRM Technical Course Content Structure of the CRM Role Concept • Web Client User Interface • General Information about the Role • Overview of the User Interface Concept • Detailed Analysis of the User Interface • Marketing Professional • Navigation Bar • Sales Professional • Header Area • Service Professional • Work Area • IC Agent • Navigating in the User Interface • Technical Description of the Role • Personalizing the User Interface Concept • Logging On to the CRM Web Client • Role and Profile Dependencies • Prerequisites and Performance Optimization • Navigation Bar Profile • Technical Profile • Layout Profile • Layout Profile • Role Configuration Key • Authorization Role • Organizational Model and Role Assignment Enhancing and Customizing the Navigation • Practical Example: Business Role Bar • Creating an Authorization Role • Configuring the Navigation Bar • Creating a Business Role (Service) • Navigation from the Navigation Bar • Using the Organizational Model to • Integrating a Transaction Launcher • Prerequisites and Limitations • Creating New Transactions • Integration into the Navigation Bar Profile Assign the Business Role • Logging On and Testing the New Business Role • Changing an Existing Transaction • Practical Example: Customizing the • Copying and Deleting Transactions Corporate Identity • Practical Example: Navigation Bar • Creating and Assigning a Role Configuration Key • Deactivating a Work Center Page • Adding a Work Center Page • Practical Example: Transaction • Localizing the Data on SAP NetWeaver Launcher Application Server • Replacing the Company Logo • Customizing the Color and Font • Setting Up a Logical System • Content of Important Files at a Glance • Using the Transaction Launcher to Integrate the Application • Integrating the Application into the Navigation Bar
  • 2. SAP CRM Technical Course Content Enhancing and Customizing the Work Area • UI Configuration Tool • Configuration Access Sequence Enhancing and Customizing the Header Area • Calling the UI Configuration Tool • Configuring the Header Area • Technical Information (F2 Key) • Defining the Navigation Frame • Structure of the UI Configuration Tool • Defining the Layout Components • Displaying the Central Search • Using the Working Context Enhancing and Customizing the Header Area • Configuring the Header Area Structure of the CRM • Defining the Navigation Frame • Web Client User Interface • Defining the Layout Components • Overview of the User Interface • Displaying the Central Search • Detailed Analysis of the User Interface • Using the Working Context • Navigation Bar • Header Area • Work Area Role Concept • Navigating in the User Interface • General Information about the Role • Personalizing the User Interface Concept • Logging On to the CRM Web Client • Marketing Professional • Prerequisites and Performance • Sales Professional Optimization • Service Professional • IC Agent • Technical Description of the Role Concept • Role and Profile Dependencies Enhancing and Customizing the Navigation • Navigation Bar Profile Bar • Technical Profile • Configuring the Navigation Bar • Layout Profile • Navigation from the Navigation Bar • Layout Profile • Integrating a Transaction Launcher • Role Configuration Key • Prerequisites and Limitations • Authorization Role • Creating New Transactions • Organizational Model and Role • Integration into the Navigation Bar Assignment Profile • Practical Example: Business Role • Changing an Existing Transaction • Creating an Authorization Role • Copying and Deleting Transactions • Creating a Business Role (Service) • Practical Example: Navigation Bar • Using the Organizational Model to • Creating and Assigning a Role Assign the Business Role Configuration Key • Logging On and Testing the New • Deactivating a Work Center Page Business Role • Adding a Work Center Page • Practical Example: Customizing the • Practical Example: Transaction Corporate Identity Launcher • Localizing the Data on SAP NetWeaver • Setting Up a Logical System Application Server • Using the Transaction Launcher to • Replacing the Company Logo Integrate the Application • Customizing the Color and Font • Integrating the Application into the • Content of Important Files at a Glance Navigation Bar
  • 3. SAP CRM Technical Course Content ApplicationIntegration and Authorization • SAP NetWeaver Business Warehouse Integration • Basic SAP NetWeaver Business Warehouse Configuration • Links for Cross-Component Navigation • Integrating Reports into the User Enhancing and Customizing the Work Area Interface • UI Configuration Tool • Integration into Custom Components • Configuration Access Sequence • Integration into SAP NetWeaver Portal • Calling the UI Configuration Tool • Prerequisites and Functional Scope • Technical Information (F2 Key) • Communication Between the ABAP • Structure of the UI Configuration Tool System and the Portal • Role-Based Customizing of the User • Uploading Business Roles from the CRM Interface System • Design Layer • Integrating Business Roles into the • Structure of the Design Layer Portal • UI Object Types • Tips and Tricks for CRM Web Client • Design Layer Data Model Integration • General Field Customizing • Authorization Concept • Modifying the Shared Memory Settings • Basic Principles of Authorization • Easy Enhancement Workbench • Implementing Authorization • Differences Between the EEWB and the • Example of Setting Up an Authorization UI Configuration Tool Concept • Structure of the Easy Enhancement • Creating a Business Role Workbench • Creating and Assigning an Authorization • Field Enhancement with the Easy Role Enhancement Workbench • Preparing an Authorization Concept for the User Interface Web Client UI Framework • Basic Principles • BSP Programming Models • Troubleshooting • Web Client UI Framework • Notes on the Easy Enhancement • Tag Libraries Workbench • Web Client Component • Practical Example: Using the UI • Component Workbench Configuration Tool • Component Structure Browser • Customizing the Overview Page • Detailed Overview • Customizing the Search Page • View Navigation • Showing Input Fields in a View • Runtime Repository Editor BOL Model • Changing Field Labels in a View Browser • Practical Example: Using the Design Layer • Creating a Design Object • Assigning the Design Object to the Context Node • Practical Example: Using the Easy Enhancement Workbench • Creating a New Field with the EEWB • Adding the Field to the View with the UI Configuration Tool
  • 4. SAP CRM Technical Course Content UI Component Architecture • View • View Controller Creating Configurable Views and Pages • View Context • Form View • Event Handler • Table View • Plugs • Buttons • View Layout (BSP Page • One-Click Actions (OCAs) • View Set • Tree View • Window • Search Pages • Controller and Context • Overview Pages • Component Controller • Work Center Pages • Custom Controller • Context Nodes and Attributes • Context Note Binding UI Component Enhancement Concept • Model Integration • Enhancement Set • Dependent Model Nodes • Enhancing UI Components • Navigation • Enhancement Set in the Component • Navigating with Navigational Links Workbench • Cross-Component Navigation • Component Interface • Interface View • Context • Events • UI Component Usage Generic Interaction Layer – GenIL Business Object Layer — BOL • Benefits of the Generic Interaction Layer • BOL Entities • GenIL Object Model • Working with Collections • GenIL Components and Component • Access Using Iterators Sets • Filtering Collections • GenIL Objects • Sorting Collections • Relationships Between GenIL Objects • BOL Core • Tools for Displaying Object Models • Searching for BOL Entities • GenIL Model Browser • Traversing via the Object Model • GenIL BOL Browser • Locking BOL Entities • Enhancing Object Models • Accessing BOL Entities • Enhancing the Business Partner Model • Generating BOL Entities • Enhancing the Business Transaction • Transaction Context Model • Messages from the APIs • Simple GenIL Objects • Web Service Consumption Tool (WSCT) • Practical Example: Creating a Simple GenIL Object