EHP3 for SAP SRM 7.0 EHP7 for SAP ERP 6.0 October 2014 English UI Integration (S06) Building Block Configuration Guide SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices UI Integration (S06): Configuration Guide Copyright © 2014 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. 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Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. © SAP SE Page 2 of 39 SAP Best Practices UI Integration (S06): Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP SE Page 3 of 39 SAP Best Practices UI Integration (S06): Configuration Guide Content S06: UI Integration – Configuration Guide ................................................................................ 7 1 Overview............................................................................................................................. 7 1.1 Purpose .................................................................................................................... 7 1.2 Target Group ............................................................................................................ 8 1.3 Required Know-How ................................................................................................ 8 2 Roles and Authorizations for SAP NetWeaver Business Client and SAP NetWeaver Portal ......................................................................................................................................... 9 3 2.1 Roles and Authorizations for SAP Supplier Relationship Management .................. 9 2.2 Roles and Authorizations for SAP Supplier Life Cycle Management .................... 11 SAP NetWeaver Business Client Configuration ............................................................... 13 3.1 Activate SAP NWBC Interface ............................................................................... 13 3.1.1 System Requirements........................................................................................ 13 3.1.2 Activate Portal-Independent Navigation Frame ................................................. 13 3.1.3 Deployment ........................................................................................................ 14 3.2 4 Activation of Services for SAP NWBC ................................................................... 16 3.2.1 Activation of Services for SAP SRM .................................................................. 18 3.2.2 Activation of Special Services for SAP SRM ..................................................... 18 3.2.3 Activation of Services for SAP Supplier Lifecycle Management ....................... 18 SAP NetWeaver Portal Configuration .............................................................................. 20 4.1 Installation of the Business Package ..................................................................... 20 4.1.1 System Requirements........................................................................................ 20 4.1.2 Important SAP Notes ......................................................................................... 20 4.1.3 Download Business Packages .......................................................................... 21 4.1.3.1 Business Packages for SAP SRM 7.0 Enhancement Package 2 ................. 21 4.1.3.2 Business Packages for SAP Supplier Lifecycle Management ...................... 21 4.1.4 Content of the Business Packages .................................................................... 21 4.1.5 Deployment of the Business Packages ............................................................. 22 4.1.6 Check Business Package Deployment .............................................................. 22 4.1.7 Check Portal Content Permissions .................................................................... 22 4.2 Basic Configuration ................................................................................................ 23 4.2.1 Portal System Objects ....................................................................................... 23 4.2.1.1 Assign a System Alias ................................................................................... 25 4.2.2 Permission to the Portal Content ....................................................................... 25 4.2.3 Single Sign-On Configuration ............................................................................ 25 4.2.3.1 Export the Certificate ..................................................................................... 25 4.2.3.2 ABAP Stack ................................................................................................... 26 4.2.3.3 Import Certificate ........................................................................................... 26 © SAP SE Page 4 of 39 SAP Best Practices 5 6 User Management Setup ................................................................................................. 27 5.1 Authentication ........................................................................................................ 27 5.2 User Management Scenarios................................................................................. 27 5.2.1 User Store: Database ........................................................................................ 27 5.2.2 User Store: ABAP .............................................................................................. 27 5.2.3 User Store: LDAP .............................................................................................. 28 Universal Worklist Configuration ...................................................................................... 29 6.1 UWL Configuration ................................................................................................. 29 6.1.1 System Connection ............................................................................................ 29 6.1.2 Set UWL Refresh Handling ................................................................................ 30 6.1.2.1 Refresh Time from Cache ............................................................................. 30 6.1.2.2 Cache Validity ................................................................................................ 30 6.2 Customizing the UWL iView ................................................................................... 30 6.2.1 Hide Navigation Panel ....................................................................................... 30 6.2.2 Hide Connection Errors...................................................................................... 30 6.3 7 UI Integration (S06): Configuration Guide Customizing the UWL Configuration File ............................................................... 31 6.3.1 Download UWL Configuration File ..................................................................... 31 6.3.2 Upload Configuration File .................................................................................. 31 6.3.3 Change Tab Order / Remove Tabs from UWL .................................................. 31 6.3.4 Change Translations .......................................................................................... 32 6.3.5 Columns in the UWL .......................................................................................... 33 6.3.6 Display Refresh Button ...................................................................................... 33 6.3.7 Remove Sections from Preview Pane ............................................................... 33 6.3.8 Remove Actions from Preview Pane ................................................................. 33 6.3.9 Remove Actions from Specific Workitems ......................................................... 33 Customize the Portal ........................................................................................................ 35 7.1 Standard Look and Feel ......................................................................................... 35 7.1.1 Create a Folder for Customer Objects ............................................................... 35 7.1.2 Customizing the Framework Page ..................................................................... 35 7.1.3 Hide Search Field .............................................................................................. 35 7.1.4 Change Portal Help Link .................................................................................... 36 7.1.5 Portal Content Translation ................................................................................. 36 7.1.5.1 Create a Translation Worklist ........................................................................ 36 7.1.5.2 Assigning Texts and Releasing Worklists ..................................................... 36 7.1.5.3 Generate the Translation Data ...................................................................... 37 7.1.5.4 Release the Worklist for Translation ............................................................. 37 7.1.5.5 Searching for the Worklists and Uploading translations ................................ 37 7.1.5.6 Define the Source and Target Languages .................................................... 37 7.1.5.7 Choose Load for Translation ......................................................................... 37 © SAP SE Page 5 of 39 SAP Best Practices UI Integration (S06): Configuration Guide 7.1.5.8 Translating Texts ........................................................................................... 37 7.1.5.9 Publishing Translations ................................................................................. 37 8 Where to Find More Information ...................................................................................... 39 9 Tips ................................................................................................................................... 39 9.1 Http or Https ........................................................................................................... 39 9.2 Switch between SAP NetWeaver Portal and SAP NetWeaver Business Client .... 39 © SAP SE Page 6 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices S06: UI Integration – Configuration Guide 1 Overview 1.1 Purpose This document is intended to provide a compact but comprehensive configuration guide for consultants integrating SAP SRM 7.1 and higher and SAP Supplier Life Cycle Management 1.0 via two options: With SAP NetWeaver Business Client (SAP NWBC) (see chapter 4 of this document). With SAP NetWeaver Portal (see chapter 5 of this document). The following options for navigating in the Portal and for Portal-independent navigation are supported for SAP SRM scenarios and for SAP Supplier Lifecycle Management: Scenario Deployment SAP NetWeaver Portal SAP NetWeaver Business Client SAP SRM Self-Service Procurement One client x x SAP SRM Self-Service Procurement Multiple Backend x x SAP SRM Operational Sourcing One client x x Multiple Backend x x Multiple Backend x x (Suppliers log on to the purchasing system) SAP SRM Operational Sourcing (Suppliers log on to the purchasing system) SAP SRM Operational Sourcing – decoupled bidding (Suppliers log on to a separate SRM system outside the firewall) Decoupled Bidding via SRM-SUS system outside the firewall SAP Supplier Life Cycle Management Buyside x x SAP Supplier Life Cycle Management Sellside x x (Suppliers log on to a separate Supplier Life Cycle © SAP SE Page 7 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices Scenario Deployment SAP NetWeaver Portal SAP NetWeaver Business Client system outside the firewall) 1.2 Target Group The target group for this documentation is consultants on customer projects who are concerned with the product implementation. For the integration of SAP SRM 7.1 into an SAP NetWeaver Portal, we strongly recommend contacting an experienced portal consultant, as it requires detailed knowledge of SAP NetWeaver Portal from a technical point of view. 1.3 Required Know-How Knowledge of Portal content creation (roles, worksets, pages, iViews, and so on), as well as Portal system administration is required for working with chapters referring to the Portal integration. We recommended the following training courses: SAPEP EP200 EP600 ADM200 © SAP SE Page 8 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 2 Roles and Authorizations for SAP NetWeaver Business Client and SAP NetWeaver Portal 2.1 Roles and Authorizations for SAP Supplier Relationship Management Roles describe the activities that internal employees or external business partners can perform in a business scenario. After logging on to the system, users see all functions that they need to process their tasks. Roles are defined in the transaction Role Maintenance (PFCG). For more information, see the customizing for SAP Supplier Relationship Management (SAP SRM) under SRM Server (Cross-Application Basic Settings (Roles (Define Roles. You can find a complete list of all roles available for SAP SRM in SAP Note 1261825. Implementation Considerations You can access SAP SRM applications using either SAP NetWeaver Portal or the Portalindependent navigation frame. If you choose to use SAP NetWeaver Portal, the roles, which are delivered as part of the business package for SAP SRM define the content that is visible for each role. In this case, the PFCG roles described here are used as authorization roles only. For each Portal role, there is a corresponding PFCG role. For more information about the Portal roles, see the documentation for the same Business Package for SAP Supplier Relationship Management. If you choose to use the Portal-independent navigation frame, the PFCG roles are used to define the content of the navigation frame, for example, the menu structure, service links, and Web Dynpro applications. For more information, see Portal-Independent Navigation Frame. The following sections describe the PFCG roles that are new in Enhancement Package 2 for SAP Supplier Relationship Management 7.0 (SAP SRM 7.0). These roles are intended to be used when all business functions are activated. If you do not use all business functions, change the content of the roles. For more information, see section Important Information About Roles in Enhancement Packages. Roles that are not listed here have not been changed for the enhancement package. You can find the documentation for the unchanged roles under Roles for SAP SRM 7.0. If you do not activate any business functions, you can use the SAP SRM 7.0 roles. We recommend that you do not assign two versions of the same role to one user. For example, do not assign /SAPSRM/OP_PURCHASER_EHP1 and /SAPSRM/OP_PURCHASER_EHP2 to the same user. For roles containing transaction codes for an SAP ERP system, the authorizations are not assigned automatically. Only when you edit a role using transaction PFCG in the SAP ERP system, the system assigns default authorizations for these transaction codes. You can then change the authorizations according to your needs. © SAP SE Page 9 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices PFCG roles are also required when you use SAP NetWeaver Portal for business user navigation, as authorizations are read from the PFCG roles. Roles for SAP SRM SRM Roles PFCG Portal SAP SRM: Invoice Verification Clerk /SAPSRM/ACCOUNTANT com.sap.pct.srm.core.ro_invoicer SAP SRM: Administrator /SAPSRM/ADMINISTRATO R com.sap.pct.srm.core.ro_srmadministr ator SAP SRM: Administrator /SAPSRM/ADMINISTRATO R_EHP1 com.sap.pct.srm.core.ro_srmadministr ator SAP SRM: User Administrator /SAPSRM/USER_ADMINIS TRATOR SAP SRM: Bidder /SAPSRM/BIDDER com.sap.pct.srm.core.ro_bidder SAP SRM: Bidder /SAPSRM/BIDDER_EHP1 com.sap.pct.srm.core.ro_bidder SAP SRM: Employee /SAPSRM/EMPLOYEE com.sap.pct.srm.core.ro_employeeself service SAP SRM: Employee /SAPSRM/EMPLOYEE_EH P1 com.sap.pct.srm.core.ro_employeeself service SAP SRM Employee for ESS /SAPSRM/EMPLOYEE_ES S com.sap.pct.srm.core.ro_employeeself service SAP SRM: Manager /SAPSRM/MANAGER com.sap.pct.srm.core.ro_manager SAP SRM: Operational Purchaser /SAPSRM/OP_PURCHASE R com.sap.pct.srm.core.ro_operationalpu rchaser SAP SRM: Operational Purchaser Admin /SAPSRM/OP_PURCHASE R_ADMIN SAP SRM: Operational Purchaser /SAPSRM/OP_PURCHASE R_EHP2 com.sap.pct.srm.core.ro_operationalpu rchaser SAP SRM: Operational Purchaser /SAPSRM/OP_PURCHASE R_EHP1 com.sap.pct.srm.core.ro_operationalpu rchaser SAP SRM: Component Planner /SAPSRM/PLANNER com.sap.pct.srm.core.ro_componentpl anner SAP SRM: Internal Dispatcher /SAPSRM/RECIPIENT com.sap.pct.srm.core.ro_goodsrecipie nt SAP SRM: Purchasing Assistant /SAPSRM/SECRETARY com.sap.pct.srm.core.ro_purchasingas sistant SAP SRM: Strategic Purchaser /SAPSRM/ST_PURCHASE R com.sap.pct.srm.core.ro_strategicpurc haser SAP SRM: Strategic Purchaser /SAPSRM/ST_PURCHASE R_EHP1 com.sap.pct.srm.core.ro_strategicpurc haser SAP SRM: Strategic Purchaser /SAPSRM/ST_PURCHASE R_EHP2 com.sap.pct.srm.core.ro_strategicpurc haser © SAP SE Page 10 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices SRM Roles PFCG Portal SAP SRM: Supplier /SAPSRM/SUPPLIER com.sap.pct.srm.core.ro_supplier SAP SRM: Survey Owner /SAPSRM/SURVEY_OWN ER com.sap.pct.srm.core.ro_survey_owne r SAP SRM: Survey Reviewer /SAPSRM/SURVEY_REVI EWER com.sap.pct.srm.core.ro_survey_revie wer SAP SRM P2P: Operational Purchaser (ERP) /SAPSRM/OP_PURCHASE R_ERP com.sap.pct.srm.suite.ro_operationalp urchaser_erp SAP SRM P2P: Operational Purchaser (ERP) - EHP1 /SAPSRM/OP_PURCHASE R_ERP_EHP1 com.sap.pct.srm.suite.ro_operationalp urchaser_erp SAP SRM P2P: Operational Purchaser (ERP/SRM) /SAPSRM/OP_PURCHASE R_ERPSRM com.sap.pct.srm.suite.ro_operationalp urchaser SAP SRM P2P: Operational Purchaser (ERP/SRM) - EHP1 /SAPSRM/OP_PURCHSR_ ERPSRM_EHP1 com.sap.pct.srm.suite.ro_operationalp urchaser SAP SRM: Strategic Purchaser (ERP) /SAPSRM/ST_PURCHASE R_ERP com.sap.pct.srm.suite.ro_strategicpurc haser_erp SAP SRM: Strategic Purchaser (ERP) - EHP1 /SAPSRM/ST_PURCHASE R_ERP_EHP1 com.sap.pct.srm.suite.ro_strategicpurc haser_erp SAP SRM: Strategic Purchaser (ERP/SRM) /SAPSRM/ST_PURCHASE R_ERPSRM com.sap.pct.srm.suite.ro_strategicpurc haser SAP SRM: Strategic Purchaser (ERP/SRM) EHP1 /SAPSRM/ST_PURCHSR_ ERPSRM_EHP1 com.sap.pct.srm.suite.ro_strategicpurc haser SAP SRM One Client: Invoice Verification Clerk /SAPSRM/1C_INVOICER com.sap.pct.srm.oneclnt.ro_invoicer SAP SRM One Client: Supplier /SAPSRM/1C_SUPPLIER com.sap.pct.srm.oneclnt.ro_supplier 2.2 Roles and Authorizations for SAP Supplier Life Cycle Management The relevant roles and authorizations for SAP SRM and SAP Supplier Life Cycle Management can be found in SAP Note 1261825 SAP SRM 7.xx: Information on PFCG roles and Portal roles. Attached to this note, an excel file shows the evolution and the relationship/mapping of PFCG roles and Portal roles in SAP SRM 70x. SAP Supplier Lifecycle Management is delivered with a set of roles that allow internal employees or external business partners who are assigned to these roles, perform their tasks. These roles are also referred to as PFCG roles and use the Portal-independent navigation frame, which is based on SAP NetWeaver Business Client (HTML). You can access the roles in the transaction Role Maintenance (PFCG). After logging on to the system, users see all the functions that they need to process their tasks displayed on the user interface in the form of service links. For more information, see the individual role descriptions. © SAP SE Page 11 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide Some roles are meant to be used only outside the firewall (Sell side roles), whereas most roles are exclusively used behind the firewall (Buy side roles). Roles are delivered regardless of whether you have activated a business function or not. Enhanced roles overwrite the standard roles in your system when you install a new support package or a new release. Standard roles are copied to the customer namespace and are used as backups for customer-specific roles. If you want to benefit from the new features of a role you have to adapt your customerspecific roles accordingly. PFCG roles are also required when you use SAP NetWeaver Portal for business user navigation, as authorizations are read from the PFCG roles. Supplier Lifecycle Manageme nt Roles PFCG Role Related Portal Role Sell Side Buy Side Category Manager /SRMSMC/CATEGORY_MANA GER /SRMSMC/CATEGORY_MAN AGER X Questionna ire Manager /SRMSMC/QUESTIONNAIRE _MANAGER X /SRMSMC/QUESTIONNAIRE_ MANAGER Appraiser /SRMSMC/EVALUATION_APP RAISER SRMSMC_APPRAISER X Approver /SRMSMC/APPROVER /SRMSMC/APPROVER X Translator /SRMSMC/TRANSLATOR /SRMSMC/TRANSLATOR X Initial Supplier /SRMSMC/SUPPLIER_INITIAL n/a X Qualificatio n Expert /SRMSMC/QUALIFICATION_E XPERT /SRMSMC/QUALIFICATION_ EXPERT X Employee Administrat or /SRMSMC/EMPLOYEE_ADMIN ISTRATOR /SRMSMC/EMPLOYEE_ADMI NISTRATOR X Supplier Master Data Manager /SRMSMC/SUPPLIER_MASTE R_DATA /SRMSMC/SUPPLIER_MAST ER_DATA X Administrat or /SRMSMC/ADMINISTRATOR /SRMSMC/ADMINISTRATOR X © SAP SE X Page 12 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 3 SAP NetWeaver Business Client Configuration If you are not using SAP NetWeaver Portal and thus cannot use its navigation frame, you can use this function to work with the applications of SAP Supplier Relationship Management (SAP SRM) and SAP Supplier Lifecycle Management. The look and feel of the Portalindependent navigation frame is similar to the Portal-based navigation frame. The functions available to the individual users depend on the PFCG roles, defined in transaction Role Maintenance (PFCG) that you assign to the users. 3.1 Activate SAP NWBC Interface 3.1.1 System Requirements Ensure that you have installed the latest and appropriate SAP frontend components. The download path below leads you to an overview on how to install SAP frontend components and how to apply patches. On the navigation level SAP Frontend Components, you can select the SAP frontend components depending on your requirements. To download the SAP frontend components, go to the Software Download Center (SWDC) on SAP Service Marketplace: https://service.sap.com/swdc → Support Packages and Patches → Browse our Download Catalog → SAP Frontend Components Download the version SAP NetWeaver Business Client 3.0 (SAP NWBC 3.0). SAP NWBC 3.0 is released for all customers with SAP NetWeaver 7.01 SP06 against a single ABAP stack. SAP NetWeaver Business Client 3.0 is an optional user interface connected to SAP BP for SRM. The minimum technical prerequisite is Enhancement Package 1 Support Package Stack 6 for SAP NetWeaver 7.0 Application Server ABAP (SAP NW 7.01 SPS06 AS ABAP). We strongly recommend using the related application support package stack – Enhancement Package 6 Support Package Stack 4 for SAP ERP 6.0 Application Server ABAP (SAP ERP 6.06 SPS04 AS ABAP) as a minimum. In addition, import the corrections referred to in SAP Note 1353538 SAP NetWeaver Business Client 3.0 - Patch Collection. This note is also listed in the section SAP Notes and Messages of this document. 3.1.2 Activate Portal-Independent Navigation Frame Use To activate the SAP NWBC interface for SAP Supplier Relationship Management and SAP Supplier Lifecycle Management, execute the following steps: Procedure © SAP SE Page 13 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices 1. Access the activity using one of the following navigation options in the respective system (SAP SRM system) Transaction Code SPRO SAP IMG SAP Supplier Relationship Management → SRM Server → Technical Basic Settings → Portal-Independent Navigation Frame → Activate/Deactivate Portal-Independent Navigation Frame. 2. For the Planned Status of Customizing Switch field, change the status to Active by choosing from the drop-down list. 3. Choose Save. 3.1.3 Deployment Use To deploy SAP NWBC, you must carry out the following steps. Procedure 1. Activate the Portal-independent navigation frame in your SAP SRM system in the Customizing of Supplier Relationship Management → SRM Server → Technical Basic Settings → Portal-Independent Navigation Frame → Activate/Deactivate PortalIndependent Navigation Frame. 2. Check if following settings were processed: 3. In your SAP SRM system, create an HTTP connection (to your back-end system) in the Customizing of Supplier Relationship Management → SRM Server → Technical Basic Settings → Define RFC destination or use transaction code SM59. Use connection type H to define the settings for HTTP connection. 4. Enter an alias for the HTTP connection in your SAP SRM system in the Customizing of Supplier Relationship Management → SRM Server → Technical Basic Settings → Define System Landscape. Under System Alias for POWL Navigation, enter the alias of the required SAP back-end system. 5. Activate the services relevant for SAP NWBC for HTML in transaction SICFMaintain Services. Note: If you use the automated implementation content delivered with your rapid deployment solution, the services for your solution are activated automatically. If you want to check the activation use transaction SICF. 6. Enter the HTTP connection defined (without the suffix) in the customizing activity Define System Landscape as System Alias for POWL Navigation. For detailed information regarding the deployment of SAP NWBC, check the following SAP Notes: © SAP SE SAP Note # Description Component Area Remark 1437987 Release of Portalindependent SRM-EBPCA-UI Info This note provides an overview of the prerequisites for using Page 14 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices SAP Note # Description Component Area navigation frame for SRM 7.0 Remark SAP NWBC 3.0 in SRM 7.0. However, the required steps for SAP NetWeaver described in note 1437317 are already described in note 1353538 (see section above). No action required at this point. Note 1435692 is already mentioned in the section above and mandatory to be applied. Note 1430999 contains a list of notes Only apply these notes in case of issues during usage. No action is required at this point. 1368177 SAP NWBC v3.0 Release on NW7.00 and NW701 BC-WD-CLTBUS Usage Not required – this note contains only text and is the starting point for the installation of SAP NWBC 3.0. Skip the steps mentioned in this note and implement the referenced SAP Notes: 1353538 (see below) 1400383 (see below) © SAP SE 1353538 SAP NetWeaver Business Client 3.0 Patch Collection BC-WD-CLTBUS Usage SAP Note 1353538 refers to other notes. Check which notes are required for your system landscape or SAP NWBC. 1400383 SAP BP: SAP NWBC 3.0 as of EhP4 for SAP ERP 6.0, ABAP Config BC-WD-CLTBUS Usage This note describes in detail how to set up SAP NWBC. Check with your system administrator in case of questions. This note requires deep basis knowledge. 1433603 NWBC causes locks in Web Dynpro apps especially POWLs BC-WD-CLTBUS Usage Page 15 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices SAP Note # Description Component Area 1651708 Navigation to NWBC SUS URL for Bid Decoupling Scenario SRM-SUSADM Usage Remark SRM-EBPBID SAP NetWeaver Business Client – Activate Context Menu Additional Details If you choose to use the Portal-independent navigation frame, the roles that are delivered as part of the Business Package for SAP SRM cannot be used. Instead, existing authorization roles in SAP SRM or SAP SLC (check chapter 2 for relevant roles) are used to define the content of the navigation frame, such as the following screen elements: Menu structure, including work centers, worksets, and service link folders Service links necessary to start applications Example: Shopping Cart Applications that are started directly from a business object and not from the menu structure Object-based navigation (OBN) is used for indirect navigation in the Portalindependent navigation frame. The object model of the OBN provides a definition of all business objects and their operations. The semantic business objects are mapped in the roles to the available Web Dynpro applications. Example: Edit Shopping Cart started from a shopping cart listed in the POWL Applications displayed in the content area to which users navigate from the navigation frame Examples: Shopping Area and POWL 3.2 Activation of Services for SAP NWBC Activate the services needed for SAP NWBC using the transaction SICF. 1. Access the activity using the following navigation options: SICF Transaction Code 2. On the Maintain Services screen, choose Execute (F8). 3. On the Maintain service screen, expand the virtual hosts / services node as follows and activate all the services listed below: default_host sap public bc icons default_host sap public bc icons_rtl default_host sap public bc pictograms default_host sap public bc ur default_host sap public bc Web Dynpro* default_host sap public bc webicons © SAP SE Page 16 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices default_host sap public bsp default_host sap public icf_info* sap htmlb default_host sap public icman default_host sap bc bsp sap public default_host sap bc bsp sap rsr_bex_launch/ default_host sap bc bsp sap system default_host sap bc igs_data default_host sap bc NWBC* default_host sap bc print* default_host sap bc smart_forms default_host sap bc wd_trace_tool default_host sap bc wdvd default_host sap bc Web Dynpro kyk* default_host sap bc Web Dynpro sap cfs_application default_host sap bc Web Dynpro sap configure_* default_host sap bc Web Dynpro sap create_complaints_comp default_host sap bc Web Dynpro sap cust_cockpit_comp default_host sap bc Web Dynpro sap FITE_EXPENSES default_host sap bc Web Dynpro sap FITV_POWL_TRIPS default_host sap bc Dynpro sap FITV_TRIP_FORM default_host sap bc Dynpro sap hress_a_cats/ default_host sap bc Dynpro sap lcm_application default_host sap bc Dynpro sap lo_oif_cdocs_appl default_host sap bc Dynpro sap lo_oif_main_app default_host sap bc Dynpro sap LO_OIF_OC default_host sap bc Dynpro sap lo_oif_reuse_cond_appl default_host sap bc Dynpro sap lo_oif_vcfg_appl default_host sap bc Dynpro sap lord* default_host sap bc Dynpro sap mmpur_ui_pr_app default_host sap bc Dynpro sap mmpur_vndctcdta_app default_host sap bc Dynpro sap mmsrv_sp_details_app default_host sap bc Dynpro sap mt_order_app default_host sap bc Dynpro sap o2c_* default_host sap bc Dynpro sap POWL* default_host sap bc Dynpro sap psu_md_wui_wda_pss_oif_cfg default_host sap bc Dynpro sap qimt_notification_app default_host sap bc Dynpro sap sawe_sa default_host sap bc Dynpro sap sawe_time_ps call default_host sap bc Dynpro sap wd_* default_host sap bc Dynpro sap wdhc_application default_host sap bc Dynpro sap WDK* bc *activate all services. © SAP SE Page 17 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices 4. Choose Back. 3.2.1 Activation of Services for SAP SRM Activate the services needed for the SAP SRM using transaction SICF. 1. Access the activity using the following navigation options: SICF Transaction Code 2. On the Maintain Services screen, choose Execute (F8). 3. On the Maintain service screen, expand the virtual hosts / services node as follows and activate all the services listed below: default_host sap bc Dynpro sapsrm* default_host sap bc Dynpro sap ibo_wda_inbox default_host sap bc Dynpro sap ibo_wda_wfl_substit default_host sap bc Dynpro sap ibo_wdc_wfl_substit default_host sap bc bsp sap bbp_ve_service default_host sap bc bsp sap smart_forms default_host sap bc bsp sapsrm* default_host sap sapsrm* default_host sap bw Bex *activate all services. 4. Choose Back. 3.2.2 Activation of Special Services for SAP SRM Procedure 1. Access the activity using the following navigation option: Transaction Code SICF_INST 2. On the ICF: Report for Activating Special Service During Installation screen, enter the Technical Name '*' and choose Execute to activate all services. 3.2.3 Activation of Services for SAP Supplier Lifecycle Management Activate the services needed for the SAP Supplier Lifecycle Management Buyside using transaction SICF. 1. Access the activity using the following navigation options: Transaction Code SICF 2. On the Maintain Services screen, choose Execute (F8). 3. On the Maintain service screen, expand the virtual hosts / services node as follows and activate all the services listed below: © SAP SE Page 18 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices default_host sap Public Bc Ur default_host sap Public Bc Icons default_host sap Public Bc Icons_rtl default_host sap Public Bc Webicons default_host sap Public Bc Pictograms default_host sap Public Bc Web Dynpro adobeChallenge default_host sap Public Bc Web Dynpro Mimes default_host sap Public Bc Web Dynpro Ssr default_host sap Public Bc Web Dynpro viewDesigner default_host sap Public Bc myssocntl default_host sap Bc Bsp Srmsmc Qua_cmn default_host sap Bc Bsp Srmsmc Evaluation default_host sap Bc Bsp Srmsmc Sup_delta default_host sap Bc Nwbc Smc default_host sap Bc Web Dynpro Sap Powl default_host sap Bc Web Dynpro Sap Ibo_wda_inbox default_host sap Bc Web Dynpro Srmsmc Wda_emp_det_bcard default_host sap Bc Web Dynpro Srmsmc WDA_I_BP_SUPPLIER default_host sap Public Web Dynpro Srmsmc WDA_I_BP_TRANSFER default_host sap Public Web Dynpro Srmsmc WDA_I_QNR_OVP default_host sap Bc Web Dynpro Srmsmc WDA_I_SEP_OVP default_host sap Bc Web Dynpro Srmsmc WDA_I_SES default_host sap Bc Web Dynpro Srmsmc WDA_I_SEV_OVP default_host sap Bc Web Dynpro Srmsmc WDA_I_SQP_OVP default_host sap Bc Web Dynpro Srmsmc WDA_I_SQQ_OVP default_host sap Bc Web Dynpro Srmsmc WDA_PUC default_host sap Bc Web Dynpro Srmsmc WDA_QLB_OVP_MAN default_host sap Bc Web Dynpro Srmsmc WDA_QLB_OVP_TRNS Activate the services needed for the SAP Supplier Lifecycle Management Sellside using transaction SICF. 1. Access the activity using the following navigation options: SICF Transaction Code 2. On the Maintain Services screen, choose Execute (F8). 3. On the Maintain service screen, expand the virtual hosts / services node as follows and activate all the services listed below: default_host Sap Bc Bsp Srmsmc ros default_host Sap Bc Bsp Srmsmc System © SAP SE Page 19 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices default_host Sap Bc Bsp Srmsmc Qua_cmn default_host Sap Bc Bsp Srmsmc Ros_ext default_host Sap Bc Bsp Srmsmc Ros_ext2 default_host Sap Bc Bsp Srmsmc S3q_ext default_host Sap Bc Bsp Srmsmc Sup_delta default_host Sap Bc Bsp Sap Thtmlb_scipts default_host Sap Bc Bsp Sap Thtmlb_styles default_host Sap Webcuif Uif_callback default_host Sap Bc Bsp Sap System default_host Sap Bc Bsp Sap Public Bc default_host Sap Public Bsp Sap Public Bc default_host Sap Public Bsp Sap System default_host Sap Public Bsp Sap Htmlb default_host Sap Public Bc default_host Sap Public Bc ur 4 SAP NetWeaver Portal Configuration SAP NetWeaver Portal serves as a single point of entry to the applications, services, and information of the organization. Running SAP NetWeaver Portal is an IT scenario providing role-based and secure access to all types of applications, services, and information in an enterprise workset environment. 4.1 Installation of the Business Package 4.1.1 System Requirements Requirements for integrating SAP SRM and SAP Supplier Lifecycle Management to SAP NetWeaver Portal can be found in the Product Availability Matrix (PAM) at http://service.sap.com/pam. Check which Portal Roles have to be maintained according to the scenario you have selected (see details in chapter 2). 4.1.2 Important SAP Notes Check the following SAP Notes before you start the implementation: SAP Note # Title 1457932 BP for SRM 7.0 EhP1: Installing the Business Packages 1178469 BP for SRM 7.0: Additional installation information 1178470 BP for SRM 7.XX: Additional upgrade / migration information 1232945 BP for SRM 7.XX: Installing the Business Packages © SAP SE Page 20 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 1732280 Enable portal for bid decoupling in SUS 1649846 BP for SRM 7.0 EhP2: Installation Information 1772459 Bid Security Enhancement: Error while creating RFx 4.1.3 Download Business Packages 4.1.3.1 Business Packages for SAP SRM 7.0 Enhancement Package 2 The Business Package is shipped with SAP SRM 7.0 Enhancement Package 2 or the SAP Business Suite DVD set. It can be found on the Java Component DVD. After installing the version delivered on the DVD, upgrade to the version, which fits to the version of SAP SRM 7.2 installed in your landscape. To download a support package of the Business Package, use the Maintenance Optimizer in SAP Solution Manager. By downloading a SP stack for the SAP SRM 7.0 installation you will automatically get the corresponding version of the Business Package. Alternatively, you can download the Business Package manually at http://service.sap.com/patches → A - Z Index → S → SAP SRM → SAP SRM Enhancement Package → EHP2 for SAP SRM 7 → Entry by Component → Portal Content. Download all the packages listed there. Portal Content for SRM: BP ERP05 BUYER 1.61 BP ERP05 COMMON PARTS 1.61 BP SRM 7.02 SRM JAVATOOLBOX 7.0 Group of Alternative Components 4.1.3.2 Business Packages for SAP Supplier Lifecycle Management To download a support package of the Business Package, use the Maintenance Optimizer in SAP Solution Manager. By downloading a SP stack for the SAP SLC 1.0 installation you will automatically get the corresponding version of the Business Package. Alternatively, you can download the Business Package manually at http://service.sap.com/patches → A - Z Index → S → SAP Supplier Lifecycle Mgmt. → SAP Suppl.Lifecycle_Mgmt. 1.0. → Comprised Software Component Versions → BP_SLC_100. 4.1.4 Content of the Business Packages For details on the roles, worksets, pages, and the iViews shipped with the Business Packages, refer to the SAP SRM 7.0 EhP2 documentation on the SAP Help Portal at http://help.sap.com/srm-main. © SAP SE Page 21 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 4.1.5 Deployment of the Business Packages To deploy the Business Packages, use Java Support Package Manager (JSPM). For more information on JSPM, refer to http://service.sap.com/jspm. 4.1.6 Check Business Package Deployment To verify if all necessary Business Packages are deployed in SAP NetWeaver Portal, navigate to Content Administration → Portal Content Management Business Objects ERP Common Parts SRM Portal Content Content Provided by SAP Specialist Buyer ERP60 EHP6 iViews Pages Roles Transport packages Wordsets SAP SRM 7.0 Common Core Employee SelfService PPS Suite Supplier Lifecycle Management iViews Roles In the Portal content structure (shown above), the standard structure (delivered by SAP) is shown. The highlighted solutions are available if the appropriate Business Packages were imported successfully. 4.1.7 Check Portal Content Permissions Check the Portal content permissions in all folders of the structure mentioned in chapter 5.1.6, to see if the Business Package content is available for the objects in the following chapter. To check permissions, select each end user content entry (which is shown on level SAP SRM 7.0 -> Common or Core or Employee Self-Service for example) right-click and select Open (Permission. © SAP SE Page 22 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide Depending on the customer’s security policy, the user role group permission for SAP SRM/SAP SLC-specific functionality can be assigned to SAP SRM users and roles. 4.2 Basic Configuration 4.2.1 Portal System Objects To use the Business Package, create system objects in the Portal, which point to the SRM server (definition of the connected SAP SRM system) and the SLC Sellside. You have to assign the system alias SAP_SRM to the SRM server (for all SRM scenarios and Supplier Lifecycle Management Buyside), SAP_SUS (for SRM decoupled bidding) to the SAP SUS server and SAP_SLC to the SLC Sellside (Supplier Lifecycle Management Sellside) to this system object. The system landscape overview displays the current status of all systems in use by the Portal. The overview acts as entry point for all system-related tasks, including assigning system aliases, testing connections, configuring new systems, and editing the properties of existing systems. Procedure 1. Log on to the Portal as system administrator. 2. Navigate to System Administration → System Landscape. 3. Expand the Portal Content Structure 4. Select the appropriate folder (select the folder in which the system object should be stored (Supplier Lifecycle Management for example), right-click on folder, Or create a new Folder for your customer-specific content (right-click on Portal content, Choose New → Folder 5. New → System to create a system by using a template (such as HTTP System, SAP system using dedicated application server, SAP System with load balancing) Depending on the system, either choose SAP system using dedicated application server or SAP system with load balancing. A dedicated application server is used for test and quality systems, system with load balancing is used for test, quality, and productive system. Fill the following parameter categories (entries are examples): 1. Maintain the System Name 2. The System ID 3. The Master language. 4. In the next step, you can maintain the Properties. 5. Select from the Properties following categories: Connector, User Management, and Web Application Server (Web AS) Connector For template Connector (dedicated application server) maintain following required settings (values mentioned in the table are just examples) Application Host © SAP SE iwdfvm3364.wdf.sap.corp Page 23 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide Gateway Host iwdfvm3364.wdf.sap.corp Gateway Service 3300 Remote Host Type 3 SAP Client 800 SAP System ID (SID) AT1 SAP System Number 00 Server Port 3200 SNC QOP (Security Level) 0 System Type SAP_R3 Trace Mode 0 For template ‘Connector (load balancing)’ maintain following required settings (values mentioned in the table are just examples): Group SPACE Logical System Name SOLCLNT001 Message Server dewdfias52.wdf.sap.corp Remote Host Type 3 SAP Client 001 SAP System ID (SID) SOL SNC Mode 0 SNC QOP (Security Level) 0 System Type SAP_R3 Trace Mode 0 User Management For category ‘User Management’ maintain following required settings (values mentioned in the table are just examples): Authentication Ticket Type SAP Logon Ticket Logon Method SAPLOGONTICKET User Mapping Type Admin, user Web Application Server (Web AS) For category ‘Web Application Server (Web AS)’ maintain following required settings (values mentioned in the table are just examples): Web AS Description SR7 WAS Web AS Host Name Iwdfvm3414.wdf.sap.corp:8020 Web AS Protocol http 6. Choose Save. © SAP SE Page 24 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices 4.2.1.1 Assign a System Alias Procedure To assign a system alias, use the alias name that corresponds to each back-end system: Component Alias SRM SAP_SRM SLC SAP_SLC SUS SAP_SUS BI SAP_BW ERP (MM) SAP_ECC_Procurement 1. Navigate to System Administration → System Landscape. 2. Select the system object you have created before. 3. Choose Open → System Aliases. 4. Enter an alias from the table above and choose Add (for example, add the alias SAP_SRM and mark this as default). 5. Save your entry. 4.2.2 Permission to the Portal Content After the installation, only the Portal role super_admin_role has access to the Portal content. To be able to use the Portal content in all scenarios, permissions on the folders Portal Content and System Objects have to be set. You have to add the group Everyone, or a user group which includes all users who are supposed to work with SAP SRM, SAP SUS, and SAP SLC. Add this group, and set the permissions for content administration (Administrator column) to Read and select the option End user. 4.2.3 Single Sign-On Configuration For configuring SSO between SAP NetWeaver Portal and SAP SRM 7.0 refer to http://wiki.sdn.sap.com/wiki/display/SRM/Enabling+SSO+for+SRM+and+Portal. 4.2.3.1 Export the Certificate The export of the certificate is dependent on the SAP NetWeaver Portal stack. SAP NetWeaver Portal 7.0x Logon to SAP NetWeaver Portal with a user assigned to the Administrators group. 1. http://<FQDN>:<port>/irj/portal/ Full qualified domain name is required, for example, http://vmw3180.wdf.sap.corp:58800/irij/portal/ 2. Navigate to System Administration → System Configuration → Keystore Administration. 3. In the content area, choose the Download verfiy.der File button. © SAP SE Page 25 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 4. After downloading the file, un-zip it. 5. Save the file locally. SAP NetWeaver Portal 7.30 Logon to SAP NetWeaver Portal with a user assigned to the Administrators group. 1. http://<FQDN>:<port>/NWA 2. Navigate to Configuration → Security. 3. Choose Certificates and Keys. 4. In the table, select the TicketKeystore line. 5. In the table below, select the entry SAPLogonTicketKeypair-cert. 6. Choose Export Entry. 7. Download in the format Binary X.509. 4.2.3.2 ABAP Stack Check the profile parameters for Single Sign-On in the SAP SRM back-end system. 1. Logon to the ABAP system. 2. Start transaction RZ10. 3. Select the profile DEFAULT. 4. Select Extended Maintenance. 5. Choose Display. 6. Check the parameter. “login/accept_sso2_ticket = 1”. “login/create_sso2_ticket = 2”. 7. Double check the other profiles (for example, instance profile) and remove the two parameters if they are included in any other profile. 4.2.3.3 Import Certificate Import the SAP NetWeaver Portal certificate to the ABAP Server: 1. Logon to the ABAP system. 2. Start transaction STRUSTSSO2. 3. Select Import Certificate. 4. Choose the file you have downloaded before. 5. Confirm the dialog box that is displayed. 6. Choose Add to Certificate List. 7. Choose Add to ACL. 8. As the system ID, enter the System ID (SID) of the SAP Portal system. 9. As the client, enter 000. 10. Save your entries. © SAP SE Page 26 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 5 User Management Setup 5.1 Authentication In most cases, you configure the Portal for single sign-on against the connected systems. There is local assignment to roles, which means that every user needs roles in SAP NetWeaver Portal as well as in SAP SRM. The user name must be identical in the AS-ABAP (SRM) and the AS-JAVA (Portal). However, in each system you have to assign individual roles. SAP Logon ticket: In the SAP Logon ticket-based communication, no password is used. Certificate (X.509): A PKI (Public Key Infrastructure) is required. For all systems, which are involved in the communication, the base certificate has to be installed. Therefore, trust the certificates signed by the certificate authority. An individual certificate must be assigned to each user. 5.2 User Management Scenarios There are a number of potential scenarios for user management: Use an Application Server ABAP as data source. Use the local SAP NetWeaver Portal database as data source. Use a LDAP Directory as data source. 5.2.1 User Store: Database After the installation of SAP NetWeaver Portal, the local database is set as the default user store. Since SAP PI and SAP Solution Manager are still available as dual stack systems, these are the only exceptions. After the installation of SAP PI or SAP Solution Manager, the default user store of the Java stack is the ABAP system. It is not recommended using the local database, as the maintenance effort is high. 5.2.2 User Store: ABAP If SAP NetWeaver Portal is only used together with the SAP SRM system, you can configure it to make use of the SAP SRM system users. This means the users created in the SAP SRM system are automatically available in SAP NetWeaver Portal. The roles created in the SAP SRM system are visible as groups in SAP NetWeaver Portal. Therefore, the assignment of a user to an ABAP role leads to an assignment of a user to a group in SAP NetWeaver Portal. © SAP SE Page 27 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices SAP SRM SAP Netweaver Portal User User ABAP Role Group Virtual representation of ABAP user and ABAP roles Portal Role To set up the user store, follow the steps below: 1. Logon to SAP NetWeaver Portal with a user assigned to the Administrators group: http://<FQDN>:<port>/irj/portal/ 2. Navigate to System Administration → System Configuration → UME Configuration. 3. Choose the Modify Configuration button. 4. In the dropdown list of Data Source, select ABAP System. 5. After the screen has refreshed, select the ABAP System tab. 6. For general connection settings, enter a user ID and password of a user who has the role SAP_BC_JSF_COMMUNICATION assigned in the ABAP system that you want to use as the user store. 7. Specify the system data for the ABAP system you want to use as the user store. The recommendation is to use a load balanced connection. 8. After performing the configuration settings, you have to restart SAP NetWeaver Portal to activate the settings. 5.2.3 User Store: LDAP The usage of a LDAP directory server is recommended in heterogeneous landscapes. This reduces the maintenance efforts and guarantees a homogenous user management. The configuration is akin to the configuration of the ABAP user store. To set up the user store, follow the steps below: 1. Logon to SAP NetWeaver Portal with a user assigned to the Administrators group: http://<FQDN>:<port>/irj/portal/ 2. Navigate to: System Administration → System Configuration → UME Configuration. 3. Choose the Modify Configuration button. 4. In the dropdown list of Data Source, select the LDAP directory server which is in use. 5. After the screen has refreshed, select the LDAP Server tab. 6. Enter a user ID and password of a user who has the required permissions to modify attributes in the LDAP. Additionally, you need to enter the FQDN of the server which is hosting the LDAP services. In the fields User Path and Group Path, you do not need to © SAP SE Page 28 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide enter a valid LDAP path to the organizational units in the directory where the corresponding objects are stored. 7. After doing the configuration, you have to restart SAP NetWeaver Portal to activate the settings. 6 Universal Worklist Configuration In SAP SRM, the Universal Worklist (UWL) is used as central inbox for all workflow items. Features of the UWL are: It provides a unified and centralized way to access your work and the relevant information. It aggregates workflow task items from multiple and different systems in one universal list. It displays additional information as required from document and object repositories, including attachments and other details. It enables you to make direct decisions and actions. It helps you to personalize the way work items are presented. It enables you to assign an additional user to your work items as a substitute in case of planned or unplanned absence. 6.1 UWL Configuration 6.1.1 System Connection To use the UWL, you have to set up a connection to all the SAP back-end systems whose work items shall be collected. A system connection for the SAP SRM back-end system must already exist. 1. Logon to the Portal. 2. Navigate to: System Administration (System Configuration. 3. In Detailed Navigation, select Universal Worklist & Workflow (Universal Worklist – Administration. Assign a system object to the UWL (for example, to integrate SRM inbox to Portal UWL) 1. Choose New. 2. Create a system connection with type WebFlow Connector and save your settings. 3. Create a system connection with type AlertConnector and save your settings. 4. Having created the two connections, choose Register for both connections in the UWL system overview. Before you use Register, read and process SAP Note 1133821. Register will check the SRM user for required authorizations, for example, SAP_ALL. © SAP SE Page 29 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices 6.1.2 Set UWL Refresh Handling The UWL keeps a cache of work items retrieved from the back-end systems. This cache is invalidated every 5 min. whenever a user chooses Refresh. Automatic refresh of the UWL from the cache is a separate setting. 6.1.2.1 Refresh Time from Cache By default, the UWL waits 20 sec. before refreshing the display from the cache. In the meanwhile, the message Waiting for refresh is displayed. You can reduce this time to fit customer needs by changing the following attributes: Wait duration before calling provider on loading preview Wait duration before calling providers on loading of UWL Wait duration for UI refresh while waiting for update 6.1.2.2 Cache Validity To set the validity of the UWL cache, proceed as follows: Logon to SAP NetWeaver Portal with a user assigned to the Administrators group. 1. http://<FQDN>:<port>/irj/portal/ 2. Navigate to System Administration → System Configuration → Universal Worklist & Workflow 3. Open the Universal Worklist Service Configuration tray. 4. Choose Edit. 5. Change the parameter Default Cache Validity Period, in Minutes as required. 6.2 Customizing the UWL iView 6.2.1 Hide Navigation Panel For small screen resolutions, you might want to hide the navigation panel from the start page or the page containing the UWL iView. 1. Open the page or role from the PCD folder, which contains the iView of the UWL. 2. The following attributes of the navigation panel need to be changed as follows: iView Attribute Recommended Value Standard Value Initial State of navigation panel Close Open 6.2.2 Hide Connection Errors If there is an error in the connection to a system, the end user sees an error message. This message can be switched off. This is not recommended. 1. Open the page or role from the PCD folder which contains the iView of the UWL. 2. The following attributes decide which information the user is shown in case of connection errors: © SAP SE Page 30 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices iView Attribute Recommended Value Standard Value Show connection status None ShowIndicateError 6.3 Customizing the UWL Configuration File 6.3.1 Download UWL Configuration File With SAP SRM 7.0 EhP1, a separate UWL configuration file is delivered for displaying alerts and tasks within the UWL iView. The UWL configuration file is delivered as part of the SAP SRM 7.0 Business Package (configuration name: com.sap.pct.srm.core). 1. Download the configuration file locally (in zip-format). Go to System Administration → System Configuration → Universal Worklist & Workflow Universal Worklist Administration. 2. Choose Manage Item Types and View definitions. 6.3.2 Upload Configuration File 1. After changing the XML file, put the XML configuration file into the .zip archive and upload the modified version into the Portal. 2. Go to Upload New Configuration, specify the configuration name, select the .zip file, and upload it to the portal. If you are asked to overwrite the current configuration, choose Yes. 3. Set the High Priority flag (default for new configuration). 6.3.3 Change Tab Order / Remove Tabs from UWL In case of customer-specific requirements to change or remove tabs from the UWL, extract the zipped file and edit the com.sap.pct.srm.core.xml file by opening the file with an editor. Go to the end of the xml file where you can find the Navigation Definition part. 1. Change the order of the entries to have the Tasks tab as the first entry in the UWL screen. 2. If you want to remove the tabs, then just remove them from the configuration: © SAP SE Page 31 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide In the above example, the Notification tab page is hidden by commenting the marked section. 6.3.4 Change Translations The customer may want to change the names of the tabs. For example, they may want to see My Alerts instead of Alerts or My Inbox instead of Tasks. The names of the tabs are specified in the corresponding language files within the UWL configuration .zip file. To change the names, open the corresponding language file from the .zip file. Here, the English one serves as an example: 1. Open com.sap.pct.srm.core_en.properties. 2. The translations are referenced by the attribute ReferenceBundle in the XML configuration file. 3. Open the language properties file with an editor like word pad. Change the name of the Alerts tab to My Alerts. Original Version: com.sap.pct.srm.core.alerts=Alerts com.sap.pct.srm.core.alertsLong=Alerts New Version: com.sap.pct.srm.core.alerts=My Alerts © SAP SE Page 32 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide com.sap.pct.srm.core.alertsLong=My Alerts 4. Save the language file, put it back to the UWL .zip file and upload the configuration. 6.3.5 Columns in the UWL You can easily change the columns to be displayed in the UWL, and also their sequence. To do so, open the UWL configuration XML file and follow the steps below: 1. Open the file com.sap.pct.srm.core.xml. 2. Look up the tag View. Look for the attribute ColumnOrder. In this attribute, all columns are listed in the sequence they should be shown in the UI. Rework the file as needed and upload it as described above. 6.3.6 Display Refresh Button The refresh functionality is hard to find for new users, but you can set it to be displayed as a separate button. The download configuration is as usual. 1. Go to the line View: Tasks and scroll down to the line </AllowedFilters>. 2. After that line, add a new action called Refresh. 3. Insert the closing tag. 4. Save your configuration and upload it into the Portal. Now the button is displayed separately. 6.3.7 Remove Sections from Preview Pane Some default sections in the UWL preview pane are not used by SRM. Open the page or role from the PCD folder which contains the iView of the UWL. The following sections of the iView can be hidden by filling in the following values. iView Attribute Value List of preview sections to hide Attributes, Attachments, Notes 6.3.8 Remove Actions from Preview Pane The UWL preview pane offers actions to the end user, which are partly not applicable to SRM workflow items. The following actions of the iView can be hidden by filling in the following values: iView Attribute Value List of UWL Actions to exclude manageAttachments, launchSAPDetails, viewSimilar 6.3.9 Remove Actions from Specific Workitems If you want to remove actions not via UWL iView but specifically for single workitems, you can do this in the UWL configuration file as well. 1. Download the file as usual. © SAP SE Page 33 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 2. Navigate to each of the workitems you like to change. 3. Within this ItemType section, you find the actions definition. 4. To disable the action Print, change the XML file as shown below: 5. Save and upload the file again. © SAP SE Page 34 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices 7 Customize the Portal In case customer-specific changes of the SAP standard are required you can make the following customizing settings: 7.1 Standard Look and Feel Having worked through chapter 2 and 3, the Portal is connected to the SAP SRM system. Assuming the SAP SRM system is fully customized, and the Portal roles and SAP SRM roles are assigned to your user, you should receive the following screen schema: Employee SelfService → Shopping → Shopping Area → Shopping cart. 7.1.1 Create a Folder for Customer Objects For objects created during implementation, create a dedicated folder in the Portal content directory. Do not give prefixes for folders, only for objects. The folder structure should reflect the customer's needs. The folder structure must be defined during the project. One option of structuring might be to collect all objects below one folder representing the customer. Another option is to structure the folders based on projects which are using the Portal. 7.1.2 Customizing the Framework Page Objective: 1. The help link in the Portal should point to a customer-specific help site. 2. The search engine might not be used by the customer, thus the search input field is to be removed from the screen. Do not modify the default framework page, but copy it to the customer namespace. The default framework page is named: pcd:portal_content/com.sap.pct/every_user/general/com.sap.portal.frameworkpage The default components of the framework page are: Portal Head com.sap.portal.masthead → Change Tool Area com.sap.portal.toolAreaiView Disable if you do not use the search engine Top Level Navigation com.sap.portal.topLevelNavigationiView Page header bar com.sap.portal.pageToolbar Desktop body com.sap.portal.innerpage 7.1.3 Hide Search Field Disable the following iView within the copied framework page: Mark the iView in the framework page, uncheck Visible. Object Customer copy of com.sap.portal.frameworkpage Property Disable iView com.sap.portal.toolAreaiView © SAP SE Page 35 of 39 SRM – UI Integration (S06): Configuration Guide SAP Best Practices 7.1.4 Change Portal Help Link In the topmost part of the Portal you will find a link to the Help pages. To change this link according to your needs, change the following properties of (delta-linked!) iView. Mark the iView in the framework page, choose Properties, and change the Property “HelpUrl”: Object Customer copy of com.sap.portal.frameworkpage iView com.sap.portal.masthead Property HelpURL Value Absolute or relative <URL> 7.1.5 Portal Content Translation This chapter describes the process for translating Portal content by which we can achieve internationalization. SAP NetWeaver Portal provides a process for translating texts of Portal objects (iViews, pages, worksets, roles, systems, and so on). A more detailed version is available on the SAP SRM Wiki: http://wiki.sdn.sap.com/wiki/display/SRM/Translation+of+Enterprise+Portal+Content 7.1.5.1 Create a Translation Worklist To create a worklist, you need at least a read/write permission for the Portal Catalog folder in which you want to create the object. In the delivered role for content administration, choose Content Administration → Portal Content → Translation Worklist Coordination. Place the cursor on a folder in the Portal Catalog; choose New and right-click on the Translation Worklist button. For Step 1: General Properties, enter the following values: 1. Translation Worklist Name: Name of the worklist (required) 2. Translation Worklist ID: ID of the worklist (required) 3. Translation Worklist ID Prefix: You can enter an optional prefix for the worklist. We recommend using a namespace prefix and only include objects in the worklist if they have this prefix in their name. 4. Master Language: Master language (required) 5. Description: Description (optional) In Step 2: Summary, you can check the entries you have made so far. Choose Finish. If you do not want the worklist to be opened immediately after the generation process for editing, deselect the option Open for editing when the wizard completes. The wizard generates the new object and stores it in the indicated folder in the Portal Catalog. 7.1.5.2 Assigning Texts and Releasing Worklists You can add a number of objects to a worklist at the same time. To do so, choose a folder in the Portal Catalog and right-click on Add all objects to translation worklist. The worklist with the list of all added objects is displayed as below. The worklist itself is also part of the list. © SAP SE Page 36 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide You can either select the necessary objects from the list, or you can select all of them by choosing Select all. If you would like to include dependent objects when you generate the worklist (for example, all objects that are in a role and their source objects), you must select the option Include all objects on which the translated objects depend. Dependent objects are not included in the default setting. If you want to include dependent objects, you can define a namespace filter so that only objects having a certain namespace prefix are added. If the worklist has a namespace prefix, it is automatically entered here. 7.1.5.3 Generate the Translation Data To generate the translation data, select Generate Translation Data. You can now exclude certain objects from the worklist by selecting and deleting them with the Remove objects option. 7.1.5.4 Release the Worklist for Translation The status of the worklist is now Released for translation. In this case, you cannot add any more objects to the worklist. You can cancel the release. To do so, choose Cancel Release. You then return to Step 3 of this procedure. The worklist again has the status New. You can again add objects, generate the worklist, and then release it for translation. 7.1.5.5 Searching for the Worklists and Uploading translations 1. Choose Content Administration (Portal Content Translation (Worklist Translation. 2. Find a worklist by entering an ID or with a generic search. The worklists found are listed. 7.1.5.6 Define the Source and Target Languages You can also define Raw Texts as the source and target languages. These are texts that have no language code. For example, Raw texts can be used as source language when you translate badly written English into standard English. 7.1.5.7 Choose Load for Translation A list of all translated text strings is displayed, sorted in increasing order by number. You can now translate the texts. Select the Load for Translation button. 7.1.5.8 Translating Texts 1. You see the list of texts to be translated. Sort the list by the text string number (increasing or decreasing), source and target language, status, or object ID. 2. Select a text string with status Not Translated. The text string is placed in an area below the list of texts to be translated. 3. Enter the source text in the reserved area. With Copy Source Text, you can copy the source text directly into the area for the target language. A worklist does not need to be completely translated before it can be set to status translated. A worklist can be set to translated at any time, even if only part of a worklist has been translated. To change the status, find the worklist, select it, and choose Mark as Translated. 7.1.5.9 Publishing Translations Publishing a translation means that the translated texts are written back to the objects to which they belong (for example, the translated title). © SAP SE Page 37 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 1. In the Portal Catalog, search for the worklist you want to publish and choose the corresponding object with a right-click. 2. Choose Open (Object 3. When the translation worklist has opened, choose Publish Translation. The texts are now imported into the database. © SAP SE Page 38 of 39 SAP Best Practices SRM – UI Integration (S06): Configuration Guide 8 Where to Find More Information 1. RKT Material for SAP SRM: http://service.sap.com/rkt-srm 2. Training Courses: SAPEP - SAP NetWeaver Portal Fundamentals EP200 - SAP NetWeaver Portal System Administration ADM200 - Administration AS Java 7.0 EP600 - Configuration of the Universal Worklist 3. Praxishandbuch SAP NetWeaver Portal (ISBN 978-3-8362-1077-5) 4. SAP NetWeaver Portal (ISBN 978-3-8362-1025-6) - German version 5. SAP NetWeaver Portal (ISBN 978-1-59229-145-8) - English version 9 Tips 9.1 Http or Https You have to ensure that you do not switch between http and https. In case you defined the usage of http in Portal (show path how to find the area in portal where to define the setting) you should also define the http usage in the corresponding SAP SRM system. Otherwise the system cannot be reached. 9.2 Switch between SAP NetWeaver Portal and SAP NetWeaver Business Client The authorization roles, defined and maintained in the Role Maintenance transaction (PFCG), correspond to the SAP NetWeaver Portal roles as described in SAP Note1261825. If you migrate from a system landscape with SAP NetWeaver Portal to a landscape without a portal and you have customer-specific portal roles, you cannot migrate these roles automatically. Instead, you can use the Role Maintenance transaction (PFCG) to either adapt the roles delivered by SAP or to model new roles that match the portal roles you were using previously. © SAP SE Page 39 of 39