Web Services and Document Templates in CRM

Creating Web Services in CRM (More details)

Creating Web Services in CRM

By Vijender Sangwan

Go to transaction BSP_WD_CMPWB

Enter WS_DESIGN_TOOL as component and press TEST button. This will open the CRM Web UI in the new Browser.

Click on the New Button to Create a New Web Service, which we will use for Document Templates .

Enter the details as required. Enter the Component for which you want to create the Web Service. In this Case it is for Business Transactions: i.e.: Agreements for Grant Management. Choose the Root Object also as Business Transaction. Press the Next Button. One important thing here, dont forget to click one of the Boxes at the end for Read, Create or Change. In this case we are creating a Web Service to read data from the database to read the Agreement details.

Select Attributes Structure will open where you can select the data you want from the Structure to be fetched when the Web Service is called. Expand the Business Transaction Node and Select the data as shown below.

Once a Node is selected, its attributes opens up on the Right Hand Side. Select the attributes like shown above as required. Once the Selection for a particular node is done, dont forget to click on the Confirm Selection Button as shown under the attributes window. If this Button is not clicked the attirbutes will not be selected and will be lost, once you move ahead. Make sure form the BOL Browser you know which fields you need from the Web Services from which node for the Document Templates. Click here to continue...
..Previous

Once the selection is done, click on the Next Button and it will take to the Maintain Attributes window, where we can review the fields. If any field is missed, Previous Button can be clicked and the field can be selected again. If there are some extra fields, that have been selected, click on the Radio Button Exclude in front of that screen and the field will be excluded from the selection. Once the Review is done fro all the fields, Press the Next Button.

Click on the Expert Mode Button and you will see the details on the Right Side.

Now Click on the Save Button.

Once the Web Service is saved, Click on the Check Button to check for any errors or any issues with the Web Service. Once the Check is done, Press the Activate Button to Activate the Web Service. The activation take some time as all the Function Modules and other related components for a Web Service are created. Once it is Activated, Press the Productive Button. The Web Services is required to be made active to be available by other Services.

Once the Web Service status changes to Productive, The Save Button is required to save the Productive state of the Web Service, else this state is lost and Web Service becomes Non Productive.

The Web Service is now ready to be used for other services.

Creating Document Templates using Web Services in CRM (More details)

Creating Document Templates using Web Services in CRM

By Vijender Sangwan

Log in to the Web UI and under the Administration tab. Select Document Templates.

Click on the New Button to create a new Template

The screen like above will be displayed to enter the details.

Enter the details as shown above, File Type - Microsoft Word, as we are using Word Document template Name Name of the Document Template Object type BUS2000271, We have created the Web Service for Agreements, Choose as appropriate. Once the details are entered, click on start Designer A new word Document in editable mode is opened.

Click on the Element showing in the bottom right Corner of the Window

As you keep clicking it, it will take you into the Nodes you have selected in the Web Services. You can put them here in the window for display.

Select all the fields you require for your Document .and design the document as required.

Once the Document is designed. Click on the save Button to Save the Document.

Once the document is saved, close the document. The document is now ready to be used.

Transporting Web Services in CRM (More details)

Transporting Web Services in CRM

By Vijender Sangwan

You need to perform following steps to use document templates in other clients or in Quality/Production system: 1) Web service created in one client will not be available in other clients by default. Create transport request for your web service via IMG->CRM-> UI framework -> UI framework definition -> Web services -> web service tool: transport service tools.

Enter the name of Web Request and Press Execute

The TR is created for that Web Service. TR for multiple Web Requests can be created together.
2) In test client/Quality system /Prod system, you need to get test client open for changes. Go to transaction WSCONFIG; find your web service definition and variant. Click on Create and save default values on next screen.

3) For Quality or Prod system, release and import TR

Transporting Document Templates in CRM (More details)

Transporting Document Templates in CRM

By Vijender Sangwan

1. Select document templates that you want to transport, using Customizing link SPRO => SAP Reference IMG => SAP Implementation Guide => Customer Relationship Management => Basic Functions => Content Management => Transport Document Template

Or Run report 'CRM_KW_TEMPLATE_TRANSPORT' to select templates.

Enter the Business Object of the Document Template and execute the Report.

This will show all the Document Templates created for that Business Object.

Press 'Transport' button after selecting the templates. You will be asked for correction request upon selecting 'Transport' button. Enter the transport request number that you have created. This operation adds logical and physical details of the template to Transport request.

Go to transaction 'SE09' and release transport request or ask the Basis Administrator to release the TR. Go to target client in which you would like to import the template and run transaction 'SCC1' (Client Copy). Enter source client and transport request and press 'Start immediately to copy the request immediately. Otherwise press 'Schedule as Background Job' to run copy as background task.