Support Essentials: What a Customer Center of Expertise Should Know About SAP Message Processing PRESENTATION – MEET THE EXPERT Meet the Expert session powered by SAP Enterprise Support Academy July, 2014 Agenda Introduction SAP Customer COE Program SAP Support Basics How to Search for a Solution How to Create a Customer Message How to Speed Up and Escalate a Message © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 2 What Is a Customer Center of Expertise? The Idea Behind the Customer COE Concept The Customer Center of Expertise (Customer COE) is building the bridge between IT and business and is one of the main contacts for SAP-related topics: • Management of SAP-related information • Management of customer’s SAP contracts and licenses • Governance of customer’s SAP support, the supportability of SAP solutions, and the interface to SAP Active Global Support (SAP AGS) • Coordination of customer’s activities regarding SAP’s current and future products and solutions and the interface to SAP’s major programs influencing SAP Development Customer COE basic functions Information Management Contract & License Management © 2014 SAP SE or an SAP affiliate company. All rights reserved. Innovation & Influence SAP Dev. Support Operations Customer 3 Agenda Introduction SAP Customer COE Program SAP Support Basics How to Search for a Solution How to Create a Customer Message How to Speed Up and Escalate a Message © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 4 SAP Support Basics SAP Support Backbone SAP Service Marketplace SAP Community Network Central access to services, software, and consulting SAP’s professional social network comprises several collaborative communities SAP Support Portal SAP Notes search www.service.sap.com/notes SAP message wizard www.service.sap.com/message SAP Software Distribution Center Administration of remote connections License key and requests SAP service and software catalog http://service.sap.com/support-welcome SAP Developer Network (SDN) Business Process Expert (BPX) Discussion forums, blogs, and videos Quick access to expert advice Online trainings Software downloads Dedicated SAP BusinessObjects sections http://scn.sap.com Customer For a personal demo, please register here: http://service.sap.com/portaldemo © 2014 SAP SE or an SAP affiliate company. All rights reserved. 5 SAP Support Basics SAP Message-Solving Process at a Glance Customer SAP Incident occurs Search for solution Solution not found Support Center Create customer message Investigate the incident Solution found Solution found Incident solved © 2014 SAP SE or an SAP affiliate company. All rights reserved. Solution not found Hand over message Development Support Develop and test solution Create a new SAP Note Solution provided Contact the SAP Customer Interaction Center: http://service.sap.com/supportcenters or via SAP Note 560499 Customer 6 Agenda Introduction SAP Customer COE Program SAP Support Basics How to Search for a Solution How to Create a Customer Message How to Speed Up and Escalate a Message © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 7 How to Search for a Solution SAP Note Search and SAP Knowledge Base Articles – Search Mask The SAP Note search allows you to find solutions to known issues. Directly access the SAP Note search via: http://service.sap.com/notes Directly show a note Load an already saved template Enter your keywords Choose between Linguistic and Exact search Start the search © 2014 SAP SE or an SAP affiliate company. All rights reserved. Save your search as template Get a detailed Search Option description via the Help button Customer 8 How to Search for a Solution SAP Note Search and SAP Knowledge Base Articles – Search Results Search result You can also restrict the search results by using some more search terms Note: Additionally, you can use SAP xSearch (see following slides) © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 9 How to Search for a Solution SAP xSearch – Search Mask SAP xSearch is a knowledge base search tool to quickly look up your search term across several repositories. Directly access SAP xSearch via: http://service.sap.com/xSearch Enter your keywords Note: Not all repositories are available in German or Japanese. The default settings depend on the language chosen in MyProfile and can be changed here: http://service.sap.com/myprofile. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 10 How to Search for a Solution SAP xSearch – Search Result Note: You can filter the result list by various criteria using the Narrow down feature Search results © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 11 How to Search for a Solution Tips and Tricks i Restrict the search to the relevant system and technical parameters (search using product version, system data, or software component) Generic search using * in different positions: BEFORE *search term AFTER search term* BEFORE/AFTER *search term* BETWEEN search*term Be aware of alternative search methods (advanced syntax, AND/OR concatenation, and so on) Access this topic directly: http://service.sap.com/notes or http://service.sap.com/xSearch For problems or further questions, you may open a message under the component XX_SER-SAPSMP-ACC. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 12 Automated Notes Search Tool (ANST) Automated Note Search Tool Training / Demo 1818192 - FAQ: Automated Note Search Tool 1778716 - Advanced Note Search Tool 1915529 - ANST: New transaction code © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 13 Automated Notes Search Tool © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 14 Agenda Introduction SAP Customer COE Program SAP Support Basics How to Search for a Solution How to Create a Customer Message How to Speed Up and Escalate a Message © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 15 The Perfect Customer Message Content of a Message 1. Installation and system number (including SID) 2. Select the correct component Try to make the selection with subcomponents 3. S-user/user/person getting the error message 4. Step-by-step description including navigation and description of expected results Access the topic directly via this quick link: http://service.sap.com/message 5. Screenshot of error message For any problem with this application, create a message under component XX-SER-SAPSMP-IBX 6. Open service connection Additional videos: • How to create a "Perfect Customer Message" in SMP - YouTube Video • How to request to close customer messages - YouTube Video • How to search for old Messages in SMP - YouTube Video 7. Send login data (SAP Note 508140) 8. Carefully select the priority of a message For very high-priority customer messages, you need to fill in the business impact. All questions need to be answered; otherwise, the processor might lower the priority. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 16 The Perfect Customer Message SAP Customer Messages Message Priority and Criteria SAP Note 67739 explains how to use the different message priorities and provides information about what must be done to ensure prompt processing of messages with the priority “very high”. Very High Priority Messages (P1) A productive system is completely down The imminent go live or upgrade is jeopardized Core business processes are seriously affected A workaround is not available High Priority Messages (P2) Business impact required: SAP Note 90835 Normal business processes are seriously affected Medium Priority Messages (Default Priority) Low Priority Messages © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 17 Customer Contracts and Service Level Agreement © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 18 Message Creation via SAP Message Wizard: Very High/High Priority Message – Business Impact • Business Impact: In messages with priority “very high” and “high”, this field must be completed before submission to SAP. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 19 The Perfect Customer Message Content of a Message 1. Installation and system number (including SID) 2. Select the correct component Try to make the selection with subcomponents 3. S-user/user/person getting the error message 4. Step-by-step description including navigation and description of expected results 5. Screenshot of error message 6. Open service connection Access the topic directly via this quick link: http://service.sap.com/message For any problem with this application create a message under component XX-SER-SAPSMP-IBX Additional videos: • How to create a "Perfect Customer Message" in SMP - YouTube Video • How to request to close customer messages - YouTube Video • How to search for old Messages in SMP - YouTube Video 7. Send login data (SAP Note 508140) 8. Carefully select the priority of a message For very high customer messages, you need to fill in the business impact. All questions need to be answered; otherwise, the processor might lower the priority. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 20 Line Opener Program Process Overview: Semi-Automatic Opening • • • • SAP can access a system at customer side faster and even at times (for example, nights or weekends) when it is difficult to reach contact persons at customer side or in case of serious problems. Communication costs can be reduced (for example, when using an ISDN connection) because the network connection is only opened for the time needed. Customers can allow semi-automatic opening on system level for each system. Every time a service connection is opened, you are informed via e-mail and the action is stored in the log book. Process steps 1. SAP employee requests access to a customer system. 2. Request is replicated to SAP Service Marketplace. 3. Line Opener Program (LOP) regularly checks the SAP Service Marketplace for requests. 4. When receiving a request, LOP opens the network connection (e-mail notification is sent out). 5. SAP employee can now connect to customer's system via given SAProuter-SAProuter infrastructure. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 21 Line Opener Program Process Overview: Semi-Automatic Opening For more information, please read SAP Note 797124. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 22 SAP Service Marketplace How to Create a Message Through SAP Service Marketplace Message Wizard How to Rate a Message Through SAP Service Marketplace The Perfect Customer Message How to Create a Message (1/5) The SAP Message Wizard allows you to report an incident to SAP. Directly access the Message Wizard via http://service.sap.com/message. Use the System Search by selecting Product/Installation/ System or Choose a Recently Used System from the list © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 24 The Perfect Customer Message How to Create a Message (2/5) Enter a search term Select a component (F4 help available) Note: Select With Subcomponents if you would like to include them into the search © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 25 The Perfect Customer Message How to Create a Message (3/5) Search results: Check if appropriate SAP Note is available to solve the issue Alternatively, you can restrict the search result Here you can start a search in the SAP Developer Network forums Optionally, you can: 1. Start a new search 2. Save your search result 3. Report an incident by choosing the Create Message button © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 26 The Perfect Customer Message How to Create a Message (4/5) Maintain Access Data and Service Connection Select the priority Enter short text, long text, and a detailed description of steps to reproduce the issue © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 27 The Perfect Customer Message How to Create a Message (5/5) Enter attachments like error message, system view, and so on If you have already checked/implemented a relevant note, enter the information in this section Enter further contacts for this message Enable or disable the notification for this message Send message to SAP © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 28 The Perfect Customer Message Maintain My Notifications and Newsletter Subscriptions How to get notified via e-mail or SMS when messages are updated on SAP Service Marketplace Go to http://service.sap.com/myprofile Maintain my Notifications and Newsletter Subscriptions Check SAP Note 1292299 for more information. Maintain your Basic Settings & SAP Notification Service Settings © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 29 SAP Solution Manager How to Create a Message via SAP Solution Manager How to Rate a Message via SAP Solution Manager (Positive Call Closure) LOP Functionality Within SAP Solution Manager SAP Solution Manager – Create Message Process Overview © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 31 Application Incident Management New in SAP Solution Manager 7.1 New user interface New transaction types Use of assignment blocks in the new transaction types Support of old transaction types in SAP Solution Manager 7.1 1613908 - Old Transaction Types in SAP Solution Manager 7.1 Separated Guided Procedures (as of SAP Solution Manager SP10) © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 32 SAP Solution Manager – Create Message Report an incident via self-service in SAP Solution Manager IT Service Management (ITSM) UI Prerequisite: User/business partner/support role System is configured Procedure TXN crm_ui or sm_crm In the Web UI, choose Create Incident © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 33 SAP Solution Manager – Create Message Report an incident via self-service in ITSM UI Choose Transaction Type. Enter problem description, Reporter, Priority, Comments. Continue with the SAP Collaboration assignment block . Create a message in SAP Support Backbone. Before sending a message to SAP, we recommend SAP xSearch. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 34 SAP Solution Manager – Create Message There is no need for multiple entries of the problem description. The Customer COE employee can select the end user’s problem description via Insert Existing Text – please see screenshot below. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 35 SAP Solution Manager – Positive Call Closure (PCC) Procedure in the Web Client UI 1. Choose Edit in the SAP Collaboration block. 2. Choose Confirm at SAP. See KBA 1845437 – Positive Call Closure Questionnaire with SAP Solution Manager © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 36 SAP Solution Manager – Create Message Report an incident via Self Service WorkCenter UI TXN sm_workcenter: This will open the WorkCenter in a Internet browser. TXN solman_workcenter: This will open the WorkCenter embedded in a SAP GUI screen. Incident Management New Message © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 37 SAP Solution Manager – Create Message Report an incident via Self Service WorkCenter UI © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 38 SAP Solution Manager – Create Message Forward incident to SAP via Self Service WorkCenter UI © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 39 SAP Solution Manager – Create Message Forward incident to SAP via Self Service WorkCenter UI © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 40 SAP Solution Manager – Positive Call Closure Procedure in Self Service WorkCenter UI © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 41 LOP with SAP Solution Manager 7.1 Integration of LOP functionality in SAP Solution Manager with SP10: LOP runs as a program on the ABAP stack of SAP Solution Manager. It can be started automatically during system startup. It can be scheduled to run periodically as a batch job. Benefits: Automatic start during system initialization Platform independency More customizing options See Setup Guide attached to SAP Note 797124 – LOP – Line Opener Program © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 42 Closing Messages Confirm and Auto Confirm & PCC Process Close Message SAP Proposed Solution/Confirm When a solution has been provided for a customer message and the solution is accepted by the customer, the message-solving process is completed as follows: • SAP Proposed Solution If the support engineer is able to provide a qualified solution, the message is put into status SAP Proposed Solution. • Confirmed The customer is able to manually confirm the message by putting it into status Confirmed. Afterward, the PCC survey allows the customer to give feedback on the particular message and support experience. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 44 SAP Pulse Check with PCC PCC is your direct feedback channel to SAP Support. When you confirm a ticket, you can tell us what you liked about the service and what you think should be improved. SAP uses this information to refine and adapt the message-solving process. In this way, you can influence SAP Support and benefit from SAP’s improved service. More information is available via www.service.sap.com/pcc. © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 45 Close Message Confirm Automatically • Automatic Confirmation Messages of status Customer Action or SAP Proposed Solution are automatically confirmed after a certain period of time. The confirmation date depends on the priority of the message. More information is provided under SAP Note 583892 - Customer messages - Automatic confirmation Priority Confirmation date Very High 14 days High 21 days Medium 45 days Low 45 days © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 46 Agenda Introduction SAP Customer COE Program SAP Support Basics How to Search for a Solution How to Create a Customer Message How to Speed Up and Escalate a Message © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 47 Customer Interaction Center Your Central Point of Contact Customer Interaction Center (CIC) Provides a central point of contact, 24x7, with queries such as: - Questions and issues around s-user - SAP Service Marketplace navigation – SAP Support Portal - Acceleration and escalation of SAP customer messages - Entry channel to SAP Enterprise Support advisory center for mission-critical support Contact the Customer Interaction Center Via telephone, e-mail ,or customer message: SAP Note 560499 Or via online Web form: Support Centers For further details, please refer to: • YOU Customer Interaction Center © 2014 SAP SE or an SAP affiliate company. All rights reserved. Support Advisory Center SAP Active Global Support Customer Interaction Brochure Customer 48 Accelerate a Message When Issues Become More Urgent Accelerate What justifies an acceleration? To avoid negative business impact, the problem solving becomes more urgent. See SAP Note 67739 for more information on priorities of problem messages. What can you do? Call the SAP Customer Interaction Center (CIC). Local CIC numbers (available 24x7) can be found via: SAP Note 560499 or Service Marketplace Ask to speed up the message by explaining the business impact. What you can expect Customer Interaction Center (CIC) takes care of: Analysis of the options to speed up the message © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 49 Escalate a Message Message Escalation via Customer Interaction Center Escalate What justifies an escalation? Critical incident occors To justify an escalation you need to explain the business impact! Find more information in SAP Note 90835 Criticality has changed: Go-live now imminent and jeopardized - Business impact now severe What can you do? Contact SAP’s Customer Interaction Center Contact CIC Escalation team takes over Please be prepared to provide the following information: 1. Productive system: Is the core business severely affected? (financial loss) Is there an extensive manual workaround? How many users are affected? How long has the problem been going on? 2. Test/development system: Which project? Live date, product, and release? Showstopper: yes/no Is the go-live date affected? 3. Point of contact: Work phone number (no 800x) Cell phone number and e-mail address What you can expect SAP message escalation team ensures: Intensified attention and additional activity of support resources Increased coordination of internal incident handling Involvement of SAP Development or back office, if needed Execution of action plan and frequent feedback SAP solves the issue © 2014tip: SAP Specifically SE or an SAP affiliate All the rightsEscalation reserved. Key askcompany. to have flag set and make sure system access is available and contact is named! Customer 50 Give Feedback to SAP Complaints About Support or a Product Complain What justifies a complaint? After the confirmation of a message, the customer wants to reach SAP about his or her dissatisfaction with: Customer is dissatisfied Any of SAP’s support services (message solving, remote services) SAP products in general What can you do? Contact SAP’s Customer Interaction Center Contact CIC Please provide a detailed description of the issue (complaints must be in a written form). What you can expect SAP takes care of the issue: Complaint team takes over Continuous improvement Acknowledgement of complaint receipt within 24 hours and analysis of complaint reasons Involvement of responsible manager and processor for a detailed technical analysis Establishment of necessary steps to avoid such incidents in the future Provision of final statement Recording and categorization of all complaints to detect weakness tendencies in quality of product and support provided Based on these findings, management ensures continuous improvement © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 51 Useful information Check your data via List Contact Persons With Important SAP Support Functions: http://support.sap.com/users-authorizations => “See important contacts” © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 52 Useful SAP Notes Note # Description Report issue to SAP 560499 16481 67739 36677 508140 32736 83020 873046 797124 50048 Global Support Customer Interaction – telephone, fax, e-mail Contacts @ SAP Priorities of problem messages Structure of components in SAPNet – SAP R/3 front end Customer message – customer log-in data 24-hour support not possible in this language What is consulting? What is support? Processing of messages in English LOP - Line Opener Program Several questions reported in one message Trouble with a message 90835 984434 SAP message escalation procedure How to speed up customer message processing Notes implementation 357732 Entering development requests Feedback to SAP 736045 Complaints concerning SAP Service & Support © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 53 Useful Links for SAP Solution Manager Topic Quick Link Support Welcome https://service.sap.de/support-welcome Connect to SAP http://service.sap.com/access-support Create Customer Incident Message http://service.sap.com/message Data Administration http://service.sap.com/system-data SAP Community Network http://scn.sap.com SAP Notes Search http://service.sap.com/notes Support Portal http://service.sap.com/support Line Opener Program (YouTube) http://www.youtube.com/watch?v=c-cHAq8oVLY SAP Customer COE http://service.sap.com/coe Your Customer COE Contact -> via List Contact Persons With Important SAP Support Functions http://service.sap.com/user-admin © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 54 Useful Links for SAP Solution Manager http://service.sap.com/rkt SAP Solution Manager 7.1 IT Service Management http://help.sap.com/solutionmanager71 Application Help IT Service Management https://service.sap.com/alm Application Lifecycle Management Incident, Problem & Request Management https://service.sap.com/instguides SAP Components SAP Solution Manager Release 7.1 6 Additional Guides © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 55 Support for Recent Acquisitions http://service.sap.com/support - Help & Support - Support For Recent Acquisitions © 2014 SAP SE or an SAP affiliate company. All rights reserved. Customer 56 Questions & Answers Thank you Contact information: Annette Michel Customer COE Program annette.michel@sap.com +49 6227 7-40032 Markus Schweizer SAP Product Support markus.schweizer@sap.com +43 1 28822-75623 © 2014 SAP SE or an SAP affiliate company. All rights reserved. Patrik Gharibi SAP Product Support patrik.gharibi@sap.com +43-1-28822-75243