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SAP CRM WebClient Customizing and Development Study material

A detailed compendium for the new CRM UI technology. Written to teach developers and CRM application consultants how to develop and customize the CRM WebClient, this book discusses the technical principles, customizing, and programming of the new user interface in detail, and explains the basic principles of the WebClient UI, as well as all customizing and enhancement options. Beginning with an explanation of the CRM WebClient frontend, you’ll move on to learn about the customizing for each area of the WebClient, and wrap up with a detailed exploration of the development of custom functionality.

Contents of this SAP CRM WebClient Customizing and Development Study material

  • 1 … Structure of the CRM Web Client User Interface … 21
  • 1.1 … Overview of the User Interface … 22
  • 1.2 … Detailed Analysis of the User Interface … 25
  • 1.2.1 … Navigation Bar … 26
  • 1.2.2 … Header Area … 28
  • 1.2.3 … Work Area … 33
  • 1.2.4 … Navigating in the User Interface … 55
  • 1.3 … Personalizing the User Interface … 56
  • 1.4 … Logging On to the CRM Web Client … 61
  • 1.5 … Prerequisites and Performance Optimization … 62
  • 2 … Role Concept … 65
  • 2.1 … General Information about the Role Concept … 65
  • 2.1.1 … Marketing Professional … 67
  • 2.1.2 … Sales Professional … 68
  • 2.1.3 … Service Professional … 69
  • 2.1.4 … IC Agent … 70
  • 2.2 … Technical Description of the Role Concept … 71
  • 2.3 … Role and Profile Dependencies … 73
  • 2.3.1 … Navigation Bar Profile … 74
  • 2.3.2 … Technical Profile … 76
  • 2.3.3 … Layout Profile … 77
  • 2.3.4 … Role Configuration Key … 78
  • 2.3.5 … Authorization Role … 79
  • 2.4 … Organizational Model and Role Assignment … 80
  • 2.5 … Practical Example: Business Role … 83
  • 2.5.1 … Creating an Authorization Role … 83
  • 2.5.2 … Creating a Business Role (Service … 84
  • 2.5.3 … Using the Organizational Model to Assign the Business Role … 85
  • 2.5.4 … Logging On and Testing the New Business Role … 87
  • 2.6 … Practical Example: Customizing the Corporate Identity … 87
  • 2.6.1 … Localizing the Data on SAP NetWeaver Application Server … 88
  • 2.6.2 … Replacing the Company Logo … 89
  • 2.6.3 … Customizing the Color and Font … 89
  • 2.6.4 … Content of Important Files at a Glance … 90
  • 3 … Enhancing and Customizing the Navigation Bar … 91
  • 3.1 … Configuring the Navigation Bar … 92
  • 3.2 … Navigation from the Navigation Bar … 97
  • 3.3 … Integrating a Transaction Launcher … 99
  • 3.3.1 … Prerequisites and Limitations … 99
  • 3.3.2 … Creating New Transactions … 102
  • 3.3.3 … Integration into the Navigation Bar Profile … 106
  • 3.3.4 … Changing an Existing Transaction … 106
  • 3.3.5 … Copying and Deleting Transactions … 107
  • 3.4 … Practical Example: Navigation Bar … 108
  • 3.4.1 … Creating and Assigning a Role Configuration Key … 108
  • 3.4.2 … Deactivating a Work Center Page … 109
  • 3.4.3 … Adding a Work Center Page … 110
  • 3.5 … Practical Example: Transaction Launcher … 111
  • 3.5.1 … Setting Up a Logical System … 111
  • 3.5.2 … Using the Transaction Launcher to Integrate the Application … 111
  • 3.5.3 … Integrating the Application into the Navigation Bar … 112
  • 4 … Enhancing and Customizing the Header Area … 115
  • 4.1 … Configuring the Header Area … 116
  • 4.2 … Defining the Navigation Frame … 117
  • 4.3 … Defining the Layout Components … 118
  • 4.4 … Displaying the Central Search … 119
  • 4.5 … Using the Working Context … 120
  • 5 … Enhancing and Customizing the Work Area … 123
  • 5.1 … UI Configuration Tool … 124
  • 5.1.1 … Configuration Access Sequence … 125
  • 5.1.2 … Calling the UI Configuration Tool … 126
  • 5.1.3 … Technical Information (F2 Key) … 128
  • 5.1.4 … Structure of the UI Configuration Tool … 129
  • 5.1.5 … Role-Based Customizing of the User Interface … 131
  • 5.2 … Design Layer … 133
  • 5.2.1 … Structure of the Design Layer … 133
  • 5.2.2 … UI Object Types … 135
  • 5.2.3 … Design Layer Data Model … 136
  • 5.2.4 … General Field Customizing … 137
  • 5.2.5 … Modifying the Shared Memory Settings … 138
  • 5.3 … Easy Enhancement Workbench … 138
  • 5.3.1 … Differences Between the EEWB and the UI Configuration Tool … 139
  • 5.3.2 … Structure of the Easy Enhancement Workbench … 140
  • 5.3.3 … Field Enhancement with the Easy Enhancement Workbench … 141
  • 5.3.4 … Troubleshooting … 143
  • 5.3.5 … Notes on the Easy Enhancement Workbench … 144
  • 5.4 … Practical Example: Using the UI Configuration Tool … 145
  • 5.4.1 … Customizing the Overview Page … 145
  • 5.4.2 … Customizing the Search Page … 147
  • 5.4.3 … Showing Input Fields in a View … 148
  • 5.4.4 … Changing Field Labels in a View … 149
  • 5.5 … Practical Example: Using the Design Layer … 150
  • 5.5.1 … Creating a Design Object … 150
  • 5.5.2 … Assigning the Design Object to the Context Node … 151
  • 5.6 … Practical Example: Using the Easy Enhancement Workbench … 152
  • 5.6.1 … Creating a New Field with the EEWB … 152
  • 5.6.2 … Adding the Field to the View with the UI Configuration Tool … 154
  • 6 … Application Integration and Authorization … 155
  • 6.1 … SAP NetWeaver Business Warehouse Integration … 156
  • 6.1.1 … Basic SAP NetWeaver Business Warehouse Configuration … 156
  • 6.1.2 … Links for Cross-Component Navigation … 157
  • 6.1.3 … Integrating Reports into the User Interface … 158
  • 6.1.4 … Integration into Custom Components … 158
  • 6.2 … Integration into SAP NetWeaver Portal … 159
  • 6.2.1 … Prerequisites and Functional Scope … 160
  • 6.2.2 … Communication Between the ABAP System and the Portal … 162
  • 6.2.3 … Uploading Business Roles from the CRM System … 162
  • 6.2.4 … Integrating Business Roles into the Portal … 164
  • 6.2.5 … Tips and Tricks for CRM Web Client Integration … 164
  • 6.3 … Authorization Concept … 165
  • 6.3.1 … Basic Principles of Authorization … 165
  • 6.3.2 … Implementing Authorization … 166
  • 6.4 … Example of Setting Up an Authorization Concept … 168
  • 6.4.1 … Creating a Business Role … 168
  • 6.4.2 … Creating and Assigning an Authorization Role … 170
  • 6.4.3 … Preparing an Authorization Concept for the User Interface … 171
  • 7 … Integrating Office Applications … 173
  • 7.1 … Web Service Tool … 174
  • 7.2 … Template Designer … 178
  • 7.3 … Document Templates in Microsoft Word … 180
  • 7.4 … Document Templates in Adobe LiveCycle Designer … 181
  • 7.5 … Documents in the CRM Application … 183
  • 7.6 … Advanced Topics … 184
  • 7.6.1 … Transport of Document Templates … 184
  • 7.6.2 … Transport of Service Objects … 185
  • 7.6.3 … Prerequisites for Using the Template Designer … 185
  • 8 … Web Client UI Framework … 187
  • 8.1 … Basic Principles … 187
  • 8.1.1 … BSP Programming Models … 189
  • 8.1.2 … Web Client UI Framework … 193
  • 8.1.3 … Tag Libraries … 195
  • 8.1.4 … Web Client Component … 198
  • 8.2 … Component Workbench … 201
  • 8.2.1 … Component Structure Browser … 202
  • 8.2.2 … Detailed Overview … 204
  • 8.2.3 … View Navigation … 205
  • 8.2.4 … Runtime Repository Editor … 205
  • 8.2.5 … BOL Model Browser … 207
  • 9 … UI Component Architecture … 209
  • 9.1 … View … 210
  • 9.1.1 … View Controller … 212
  • 9.1.2 … View Context … 212
  • 9.1.3 … Event Handler … 217
  • 9.1.4 … Plugs … 218
  • 9.1.5 … View Layout (BSP Page … 220
  • 9.2 … View Set … 223
  • 9.3 … Window … 226
  • 9.4 … Controller and Context … 227
  • 9.4.1 … Component Controller … 228
  • 9.4.2 … Custom Controller … 228
  • 9.4.3 … Context Nodes and Attributes … 229
  • 9.4.4 … Context Note Binding … 234
  • 9.4.5 … Model Integration … 236
  • 9.4.6 … Dependent Model Nodes … 238
  • 9.5 … Navigation … 239
  • 9.5.1 … Navigating with Navigational Links … 240
  • 9.5.2 … Cross-Component Navigation … 244
  • 9.6 … Component Interface … 248
  • 9.6.1 … Interface View … 249
  • 9.6.2 … Context … 249
  • 9.6.3 … Events … 250
  • 9.6.4 … UI Component Usage … 251
  • 10 … Creating Configurable Views and Pages … 255
  • 10.1 … Form View … 255
  • 10.2 … Table View … 258
  • 10.2.1 … Buttons … 260
  • 10.2.2 … One-Click Actions (OCAs) … 261
  • 10.3 … Tree View … 263
  • 10.4 … Search Pages … 268
  • 10.5 … Overview Pages … 272
  • 10.6 … Work Center Pages … 274
  • 11 … UI Component Enhancement Concept … 279
  • 11.1 … Enhancement Set … 280
  • 11.2 … Enhancing UI Components … 280
  • 11.3 … Enhancement Set in the Component Workbench … 284
  • 12 … Generic Interaction Layer – GenIL … 285
  • 12.1 … Benefits of the Generic Interaction Layer … 285
  • 12.1.1 … GenIL Object Model … 286
  • 12.1.2 … GenIL Components and Component Sets … 287
  • 12.1.3 … GenIL Objects … 290
  • 12.1.4 … Relationships Between GenIL Objects … 292
  • 12.2 … Tools for Displaying Object Models … 293
  • 12.2.1 … GenIL Model Browser … 293
  • 12.2.2 … GenIL BOL Browser … 296
  • 12.3 … Enhancing Object Models … 298
  • 12.3.1 … Enhancing the Business Partner Model … 300
  • 12.3.2 … Enhancing the Business Transaction Model … 303
  • 12.3.3 … Simple GenIL Objects … 306
  • 12.3.4 … Web Service Consumption Tool (WSCT) … 309
  • 12.4 … Practical Example: Creating a Simple GenIL Object … 313
  • 13 … Business Object Layer — BOL … 317
  • 13.1 … BOL Entities … 318
  • 13.2 … Working with Collections … 319
  • 13.2.1 … Access Using Iterators … 320
  • 13.2.2 … Filtering Collections … 321
  • 13.2.3 … Sorting Collections … 322
  • 13.3 … BOL Core … 323
  • 13.4 … Searching for BOL Entities … 323
  • 13.5 … Traversing via the Object Model … 325
  • 13.6 … Locking BOL Entities … 326
  • 13.7 … Accessing BOL Entities … 326
  • 13.8 … Generating BOL Entities … 328
  • 13.9 … Transaction Context … 329
  • 13.10 … Messages from the APIs … 331
  • 13.10.1 … Object-Related Messages … 331
  • 13.10.2 … Global Message Container … 331
  • 13.11 … Object Methods in the BOL … 332
  • 13.12 … BOL Buffer … 333
  • 14 … Generic Application Services … 335
  • 14.1 … Message Output … 335
  • 14.1.1 … Outputting a Message in the Message Bar … 336
  • 14.1.2 … Message Filter … 339
  • 14.2 … View Group Context … 340
  • 14.3 … Breadcrumbs … 343
  • 14.4 … Dialog Box … 345
  • 14.4.1 … Dialog Box for Queries … 346
  • 14.4.2 … Dialog Box for Displaying Views … 348
  • 14.5 … Data Loss Dialog Box … 350
  • 14.6 … Buttons … 353
  • 14.6.1 … Buttons in the Work Area Toolbar … 353
  • 14.6.2 … Buttons in Assignment Blocks … 355
  • 14.6.3 … Tag THTMLB:Button … 356
  • 14.7 … Internationalization … 357
  • 14.7.1 … Online Text Repository (OTR … 357
  • 14.7.2 … Defining Work Area Titles (Headings) … 358
  • 15 … Tips and Tricks … 359
  • 15.1 … “View Hierarchy” Dialog Box … 359
  • 15.2 … Where-Used List for UI Components … 360
  • 15.3 … Tips and Tricks for Troubleshooting … 361
  • 15.3.1 … External Debugging from the Running Application … 362
  • 15.3.2 … Conditional Breakpoints … 362
  • 15.3.3 … Attributes and Values of BOL Entities at Runtime … 364
  • 15.3.4 … Debugging BSP pages … 366
  • 15.3.5 … Message Sources … 368
  • 15.3.6 … Analysis of the Navigation Queue … 369
  • 15.4 … SAP Community … 370
  • 16 … Practical Examples … 371
  • 16.1 … Creating a UI Component … 371
  • 16.2 … Linking a UI Component to an Object Model … 372
  • 16.3 … Implementing a Search Page … 373
  • 16.3.1 … Creating a Custom Controller … 373
  • 16.3.2 … Creating a View for Entering Search Criteria … 374
  • 16.3.3 … Creating an Event Handler … 377
  • 16.3.4 … Displaying the Result List as a Table View … 378
  • 16.3.5 … Creating a View Set … 381
  • 16.3.6 … Assigning a View Set to a Window … 384
  • 16.4 … Implementing an Overview Page … 385
  • 16.4.1 … Setting Up Component Usage … 385
  • 16.4.2 … Instantiating the View Group Context … 387
  • 16.4.3 … Creating and Configuring a Form View … 388
  • 16.4.4 … Creating a Context Node Binding to the Component Controller … 390
  • 16.4.5 … Creating and Configuring an Overview Page … 391
  • 16.4.6 … Implementing a Dropdown Box … 393
  • 16.5 … Navigating with Navigational Links … 395
  • 16.5.1 … Creating Inbound and Outbound Plugs … 395
  • 16.5.2 … Creating Navigational Links … 396
  • 16.5.3 … Integrating a Link into the Result List … 397
  • 16.6 … Integrating the UI Component into the User Interface … 398
  • 16.6.1 … Defining a Window Inbound Plug … 399
  • 16.6.2 … Defining a Window as an Interface View … 399
  • 16.6.3 … Integrating into the Repository for Work Area Components … 399
  • 16.6.4 … Defining a Logical Link and a Work Center Page … 400
  • 17 … Outlook for CRM 7.0 … 403
  • 17.1 … General, Non-Technical Outlook … 404
  • 17.2 … General, Technical Outlook … 406
  • A … Glossary … 411
  • B … Bibliography … 413
  • C … The Authors … 415

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