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Setup Guide for SAP NetWeaver Business Intelligence

SAP CRM ondemand solution Wave 5


Target Audience System administrators

Document version: 1.0 June 21st, 2008

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Contents
1 Introduction...................................................................................6
1.1 BI / SAP SAP CRM on-demand solution System Landscape and System Administration.............................................................................7
1.1.1 System Landscape...............................................................................................7 1.1.2 SAP BW System Requirements: Support Package Level and Notes to Be Applied...........................................................................................................................8 1.1.3 System Administration..........................................................................................9

2 Business Process Configuration...............................................43


2.1 Business Process Activation........................................................44 2.2 Adjustment of BI Content [BI].......................................................47
2.2.1 Adoption of the Role SAP_BWC_CXP_SALES_MGR Portal/BW Role for CXP Sales Manager............................................................................................................47 2.2.2 Adoption of Other Roles......................................................................................51

2.3 Adoption of CRM DataSources [CRM + BI]...................................53 2.4 Text DataSources for Userstatus [CRM + BI]................................58 2.5 Adoption of Transfer Rules for Product Texts [BI]........................61 2.7 Adoption of Update Rules for Quotations [BI]..............................65 2.8 Adoption of Webtemplate [BI]........................................................67 Changes to Mime Repository [BI]........................................................81 Customizing of Product [BI].................................................................82 Important Note on Data Consistency [BI]...........................................85 Opportunities [BI]..................................................................................86 Create / Execute InfoPackages for Opportunity Header 0CRM_OPPT_H [BI]................................................................................87 Create/ Execute InfoPackages for Opportunity Items 0CRM_OPPT_I [BI] ...........................................................................................................94 Create/Execute Process Chain for Opportunity (Header & Items) [BI] ..................................................................................................................95 Activity [BI]............................................................................................96 Create / Execute InfoPackages for Activities [BI]...............................97 Create / Execute Process Chain for Activity [BI]................................98 Business Partner [BI]............................................................................99 Create / Execute InfoPackages for Business Partner Master Data [BI]..........................................................................................................100 Create / Execute Full InfoPackages for Org Unit [BI].......................101 Create / Execute Process Chain for Business Partner Master Data [BI]..........................................................................................................102 Organizational Unit and User Name [BI]...........................................104 Create / Execute Full InfoPackages for Org Unit Master Data [BI]. 105 Create / Execute Full InfoPackages for User Name Master Data [BI] ................................................................................................................106 Create Process Chain for Org Unit [BI].............................................107 Campaign [BI].......................................................................................109

Create / Execute InfoPackages for Outbound Customer Contact [BI] .................................................................................................................110 Create /Execute InfoPackages for Inbound Customer Contact 0CRM_CONTACT_IN [BI]......................................................................111 Create/Execute InfoPackages for Marketing Elements 0CRM_MKTELM_TEXT & MKTELM5_ATTR [BI].................................112 Create/Execute Process Chain for Campaign [BI]...........................113 Leads [BI]..............................................................................................114 Create/Execute InfoPackages for Lead Header 0CRM_LEAD_H [BI] .................................................................................................................115 Create/Execute InfoPackage for Lead GUID 0CRM_LEAD_ATTR [BI] .................................................................................................................116 Create/Execute Process Chain for Lead [BI].....................................117 Quotations [BI].....................................................................................118 Create InfoPackage for Quotations [BI].............................................119 Create Process Chain for Quotations [BI].........................................120 Service Tickets [BI]..............................................................................121 Create InfoPackage for Service Ticket Headers [BI]........................122 Create InfoPackage for Service Ticket Items [BI].............................123 Create Process Chain for Service Tickets [BI].................................124 Product [BI]..........................................................................................125 Regular Upload of CRM Master Data [BI]..........................................126 Upload of Master Data and Texts from CRM Customizing or from Fixed Domains [BI]...............................................................................127 Currencies [BI].....................................................................................128 InfoObject BP Number in External System (0BP_EXTERN) [BI]. 129

3 Appendix A: Common CRM Business Objects.......................130 4 Appendix B: Relevant Business Objects for CRM Sales......132 5 Appendix C: Relevant Business Objects for CRM Marketing ........................................................................................................134 6 Appendix E: Relevant Business Objects for the product......137 7 Appendix E: Relevant Business Objects for CRM Service. . .138 8 Appendix F: Objects for User Status .......................................139 9 Appendix G: Transactions.........................................................140

3 Appendix A: Common CRM Business Objects

1 Introduction
This setup guide is aimed to support the members of SAP CRM on-demand solution teams to prepare the Business Intelligence part of SAP CRM on-demand solution. This setup guide is not learning material and profound knowledge of SAP BW is necessary to work with this setup guide.

3 Appendix A: Common CRM Business Objects

1.1 BI / SAP SAP CRM on-demand solution System Landscape and System Administration
1.1.1 System Landscape
A typical SAP CRM on-demand solution system landscape would always consist of logical pairs of systems, consisting of a SAP CRM on-demand solution system and a BW system. We recommend building productive SAP CRM on-demand solution system landscapes from a preconfigured template landscape. The actual template systems will be validated with the help of a SAP CRM on-demand solution validation landscape.

BW Template System CRM Template System

BW Validation System CRM Validation System

BW Productive System 1 CRM Productive System 1

BW Productive BW Productive BW Productive System 3 System 2 CRM Productive CRM Productive CRM Productive System 2 System 3 System 4

3 Appendix A: Common CRM Business Objects

1.1.2 SAP BW System Requirements: Support Package Level and Notes to Be Applied
For the SAP BW system used in SAP CRM on-demand solution Wave 5, SAP Net Weaver BI 7.0 Component Support Pack - SAPKW70018 and BI Content SP SAPKIBIIP10 is required. As of now, all Notes which had to be applied as part of COD Wave 4 has been implemented in COD Wave 5. Hence no notes are required to be implemented.

3 Appendix A: Common CRM Business Objects

1.1.3 System Administration

1.1.3.1 Check Language Support [BI]


In the BW system, in transaction SE38, execute report RSCPINST and check that EN and DE are installed. Remark: if only EN is installed, the BW upload of texts will not transfer German texts (this is specific to German and does not necessarily apply to other languages)

3 Appendix A: Common CRM Business Objects

1.1.3.2 ALEREMOTE Configuration [CRM]


1. Log on to the CRM system 2. Call transaction SU01, User ALEREMOTE 3. Logon Data User Type: DIALOG and User Group: SUPER We assume that user ALEREMOTE is used for the BI Content activation. During BI Content activation the ALEREMOTE should be of User Type Dialog. After BI Content activation ALEREMOTE should have User Type System.

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System: CRM Client must be available

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4. In CRM system, call transaction SCC4.

5. Change Cross Client Object Changes allowed

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6. 7. 8. 9.

For the BW extraction of CRM one order objects, the user ALEREMOTE requires additional authorization. In transaction PFCG, create a new role ZCXP_ALEREMOTE (description: BW Extraction of one order objects). On Authorizations, click Change Authorization Data and manually add S_USER_GRP, Activity: 03, 05, User group in user master maint: *. Add CRM_ORD_LP with full authorization. Then generate the profile. Finally, assign the role to user ALEREMOTE (this will only be possible in SU01 after you have clicked Text comparison from child sys under Roles).

CRM System: Create RFC <BWSID>CLNT<BWCLIENT> to BI system (User ALEREMOTE)

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1.1.3.3 ALEREMOTE Configuration [BI]


1. Log on to BI system 2. Call transaction SU01, User ALEREMOTE 3. Logon Data User Type: DIALOG and User Group: SUPER ALEREMOTE should have the roles SAP_BC_USR_CUA_CLIENT and SAP_BC_USR_CUA_SETUP_CLIENT assigned. In addition, ALEREMOTE should have the profiles S_BI-WHM_RFC and S_BI-WX_RFC assigned.

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4. Call transaction RSCUSTA. The result should appear as in the screenshot:

5. In transaction SE16 for table RSADMINA, check that the entry for the client to be used for BW is correct.

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In transaction RSCUSTV3, the entries should appear as in the screenshot.

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In transaction RSCUSTV5, the entries should appear as in the screenshot.

1.1.3.4 Activate Application Component Hierarchy in CRM


1. Log on to CRM system 2. In transaction RSA9, confirm creation

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1.1.3.5 Activation of BEx Personalization [BI]


1. Log on to BI system 2. Call transaction RS_PERS_ACTIVATE 3. Execute the report.

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1.1.3.6 Create SAP CRM on-demand solution [BI]


1. Log on to BI system 2. Call transaction RSA1 3. Select Modeling Source System

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4. Enter system data, user, ALEREMOTE, and password, then click Enter. (Raise IT/IBC Message in the DEV-BBPCRM-USER Component for the DSS Colleagues to enter the password.

Control RFC Connection

Under MDMP & Unicode, check that the connection is also unicode-enabled.

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5. Activate Source Systems...

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1.

6. And replicate metadata as well

Several similar popups may appear.

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7Select as 3.x Datasource. Several similar popups may appear. 8. Always select the option this and following XX as 3.x Datasource.

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1.1.3.7 Replicate Tree Metadata [BI]


1. Log on to BI system. 2. Call transaction RSA1, Modeling, DataSources. 3. Select the CRM system and choose Replicate Tree Metadata.

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1.1.3.8 Middleware Configuration [CRM]


1. Log on to CRM system. 2. Call transaction GNRWB.

3. Select generator group BWADP: BW ADAPTER. 4. Select BUS_TRANS_MSG (left-hand side). 5. Select BWA_* (right-hand side), see screenshot.

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6. Click Generate (red/white button) The result should appear like this:

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7. In the CRM system, call transaction SMW01 and check BDOC type BUS_TRANS_MSG.

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At this stage, BDocs (if there are any at this stage) are not processed, all are yellow. The result list may be void.

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8. In the CRM system, call transaction SMQR and click Registration.

9. Click Registration and enter CSA* as the queue name.

The result appears like this:

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10. Check SMW01 again. If BDocs are available, the result appears like this:

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11. Unless all BDocs are green by now, enter transaction SMQ2, Queues CSA*. (This section is only included for troubleshooting.)

12. Select each entry that appears and try to activate the queues manually.

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1.1.3.9 BI Content Activation: Generic Web Templates [BI]


1. Log on to BI system. 2. Call transaction RSOR. 3. Click Menu, Edit, and then Source System Administration. Verify that the correct CRM system and client have been selected.

4. On the left-hand side, select Objects in BW. 5. In Grouping, specify Only Necessary Objects. 6. Double-click Select Objects, search for Generic.

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7. Select Generic BCT Web Templates and click Transfer Selections. 8. Select Install Install.

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1.1.3.10 Transfer Global Settings, Transfer Exchange Rates [BI]


1. Log on to BI system. 2. Call transaction RSA1. 3. Click Modeling Source Systems. 4. Select SAP CRM on-demand solution system. 5. Select Transfer Global Settings.

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6. Select Currencies, Units of measurement, Fiscal year variants, and Update tables, then run the report. 7. Do the same for exchange rates.

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Since power users maintain currencies and currency conversion in SAP CRM on-demand solution, currencies and currency conversion rates need to be uploaded regularly from CRM to BW. This is best done by adding the currency conversion report to one of the process chains.

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1.1.3.11 Maintenance of Source System IDs [BI]


1. Log on to BI system 2. Call transaction RSA1 3. Choose Menu Tools Asgnmt of Srce Syst to Srce Syst ID 4. Specify CX as the value of the source system ID

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1.1.3.12 Authorization Problems


You should verify that the Web templates in SAP CRM on-demand solution can be executed without authorization errors. If authorization errors occur, follow note 820183 New authorization concept in BI and run function module RSEC_GENERATE_BI_ALL in transaction SE37. Authorization problems may appear after any changes to the business process configuration.

PS: Note is already part of COD W5 System. Hence need not be applied.

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2 Business Process Configuration

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2.1 Business Process Activation


1. Log on to BI system. 2. Call transaction RSOR (or RSA1, Business Content). 3. Select object types. 4. Under Grouping, specify In Data Flow Before.

5. Select roles SAP_BW_CXP_SALES_MGR, SAP_BW_CXP_SALES_REP, SAP_BW_CXP_SERV_MGR, SAP_BW_CXP_SERV_REP, and InfoObjects 0USERNAME and 0ORGUNIT. Remark: The two InfoObjects are not fully used in the actual reports, but they are processed in SAP Exits within these reports and are therefore required. 6. Transfer the selection, then click Install.

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7. Confirm that DataSources in the source system may be transferred from BI Content. This step requires a logon in the CRM system. The user in the CRM system should be authorized for the remote activation of BI Content: Assign the CRM user the role SAP_RO_BCTRA Remote Content Activation of SAPIDataSources from a BW. (The screenshot displays the status of a system where the BI Content has already been activated. Otherwise, the system will set hooks for those objects that have not yet been activated.).

8. Save the activated objects as local objects in the source system. When asked by the system if you want to keep an existing Version of InfoObjects, always choose the Content version.

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2.2 Adjustment of BI Content [BI]


After BI Content activation, some objects have to be adjusted for SAP CRM on-demand solution. This section will describe all steps in detail.

2.2.1 Adoption of the Role SAP_BWC_CXP_SALES_MGR Portal/BW Role for CXP Sales Manager
Note that this role will only exist after SAP_BW_CXP_SALES_MGR has been activated in transaction RSOR from BI Content. 1. In Role Maintenance (transaction PFCG), enter SAP_BWC_CXP_SALES_MGR and click Change.

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2. Generate the profiles for the role SAP_BWC_CXP_SALES_MGR.

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3. Under User, perform a complete user comparison. This will turn the User tab green.

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4. Under Personalization, enter CRM_ROLE_VARIABLE_SETTING and add a line with value 0CXPMOM as VNAM and value 1 as RES.

2.2.2 Adoption of Other Roles


1. For role SAP_BWC_CXP_SALES_REP Portal/BW role for CXP Sales Representative, proceed as in the previous step, with the exception that in Personalization for CRM_ROLE_VARIABLE_SETTING you now add several lines 0P_USER as VNAM and value 1 as RES 0CXPUSR as VNAM and value 1 as RES 0CXPBP as VNAM and value 1 as RES 2. For SAP_BWC_CXP_SERV_MGR, proceed similarly to SAP_BWC_CXP_SALES_MGR and for SAP_BWC_CXP_SERV_REP proceed similarly to SAP_BWC_CXP_SALES_REP. 3. In transaction RSOR, activate all currency translation types from BI Content. (Otherwise queries that use the currency translation types will show errors).

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2.3 Adoption of CRM DataSources [CRM + BI]


All CRM One Order Data Sources are now enhanced by User Status in COD Wave 5. For convenience, we have included a screenshot of SAP CRM on-demand solution Customizing of User Status, which shows the status object groups used in SAP CRM on-demand solution:

Then edit the DataSource, remove the flags for BWSTONEACTI, and save. In the BW system, replicate again the metadata for DataSource 0CRM_SALES_ACT_1.

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open the transfer rules for InfoSource 0CRM_SALES_ACT_1. Include BWSTONEACTI in the Transferstructure and map this field to InfoObject 0STAONEACTI. Afterwards, activate the transfer rules.

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In the transfer rules for 0CRM_SALES_ACT_1, check that the private flag has been mapped properly. The screenshot shows the case where the private flag has not been mapped yet.

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1. Proceed similarly with the other One Order DataSources used in SAP CRM ondemand solution. Here is a list of them, including the field name to be used in the extract structure, the InfoSource name in BW, and the InfoObject name to be used for the mapping in the transfer rules: DataSource 0CRM_SALES_ACT_1 0CRM_QUOTA_ORDER_I 0CRM_OPPT_H 0CRM_OPPT_I 0CRM_LEAD_H 0CRM_SRV_PROCESS_I 0CRM_SRV_PROCESS_H Field Name BWSTONEACTI BWSTONEQUOT BWSTONEOPPT BWSTONEOPPT BWSTONELEAD BWSTONESVTK BWSTONESVTK InfoSource 0CRM_SALES_ACT_1 0CRM_QUOT_ORDER_I 0CRM_OPPT_H 0CRM_OPPT_I 0CRM_LEAD_H 0CRM_SERVICE_PROCESS_I 0CRM_SERVICE_PROCESS_H Userstatus InfoObject 0STAONEACTI 0STAONEQUOT 0STAONEOPPT 0STAONEOPPT 0STAONELEAD 0STAONESVTK 0STAONESVTK

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2.4 Text DataSources for Userstatus [CRM + BI]


All CRM One Order Text Data Sources are now enhanced by User Status in COD Wave 5. 1) In transaction RSO2, theText Data Sources according to the following table for each of the different User Status objects should be assigned correctly (it is important to follow this precisely, since the DataSource name is evaluated in the generic function module for the data extraction.) Status Group Object ACTI OPPT LEAD QUOT SVTK DataSource 0CRM_STAONEACTI_TEXT 0CRM_STAONEOPPT_TEXT 0CRM_STAONELEAD_TEXT 0CRM_STAONEQUOT_TEXT 0CRM_STAONESVTK_TEXT Application Component 0CRM_SALES-IO 0CRM_SALES-IO 0CRM_MKT-IO 0CRM_SALES-IO 0CRM_SERVICE-IO

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2. On BW side in transaction RSD1 for the following list of InfoObjects maintain in tab Master data/texts application component for InfoSource with direct update according to the following table InfoObject 0STAONEACTI 0STANEOPPT 0STAONEQUOT 0STAONELEAD 0STAONESVTK Application Component CRM-IO CRM_SALES-IO CRM_SALES-IO CRM_MKT-IO CRM_SERVICE-IO

3. On the BW side, replicate the metadata for all DataSources in the application components from the table and replicate the new DataSources as 3.x DataSources. Then use transaction RS_ISTD_REMOTE to create transfer rules. To do this, first assign SourceSystem to the User Status InfoObject and then assign the corresponding User Status InfoObject according to the following list: InfoSource 0STAONEACTI 0STAONEOPPT 0STAONELEAD 0STAONEQUOT 0STAONESVTK DataSource 0CRM_STAONEACTI_TEXT 0CRM _STAONEOPPT_TEXT 0CRM _STAONELEAD_TEXT 0CRM _STAONEQUOT_TEXT 0CRM _STAONESVTK_TEXT

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Maintain the transfer rules according to the following screen:

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2.5 Adoption of Transfer Rules for Product Texts [BI]


The TransferRules for DataSource 0PRODUCT_TEXT does not fill 0PROD_SYST. As a result Product Texts in CRM on Demand are not displayed properly. We need to introduce a routine, which determines 0PROD_SYST out of the LOGSYS field in the transfer structure.

Create a routine with name Two-Figure Source System, save and activate. If you have already loaded texts, then you need to reinitialize the upload in order to fill the 0PROD_SYST field for all Products.

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Here are the essential parts of the coding for the transfer routine: Data declaration section:
*$*$ begin of global - insert your declaration only below this line *-* DATA: l_s_errorlog TYPE rssm_s_errorlog_int, l_text TYPE string. *$*$ end of global - insert your declaration only before this line *-*

Coding from the form routine:


*$*$ begin of routine - insert your code only below this line RETURNCODE = 0. IF RESULT IS INITIAL. * retrieve source system ID form the source system CALL FUNCTION 'RSDG_ID_GET_FROM_LOGSYS' EXPORTING i_source_system = TRAN_STRUCTURE-logsys IMPORTING e_soursysid = RESULT EXCEPTIONS id_not_found = 1. IF sy-subrc <> 0. *-*

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RETURNCODE = 4. MESSAGE e087(r7) WITH TRAN_STRUCTURE-logsys INTO l_text. MOVE-CORRESPONDING syst TO l_s_errorlog. l_s_errorlog-record = RECORD_NO. APPEND l_s_errorlog TO g_t_errorlog. * ABORT = 1. ENDIF. ENDIF. *$*$ end of routine - insert your code only before this line *-*

2.7 Adoption of Update Rules for Quotations [BI]


In BI Content within the Update Rules for InfoCube 0CSAL_C05 (from 0CRM_QUTO) the Fiscal Variant InfoObject is assigned the constant value K4. Change this in such a way, that the InfoObject is linked to the same field from 0CRM_QUTO:

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2.8 Adoption of Webtemplate [BI]


In BI Content 7.03 SP10, All the Web Templates are corrected and need not be replaced 0TPLI_0CRM_C04_Q0020_01 0TPLI_0CRM_PRI_Q5001 0TPLI_0CSAL_C05_Q0401 0TPLI_0CSAL_C05_Q0403 0TPLI_0CSRV_C01_Q5001 0TPLI_0CSRV_C01_Q5002 0TPLI_0CSRV_C01_Q5003 0TPLI_0CSRV_C01_Q5004 0TPLI_0MKTG_C01_Q8001_V01 0TPLI_0CSAL_C01_Q0025_01 0TPLI_0CRM_C04_Q0022_01 0TPLI_0CSAL_C01_Q0026_01 0TPLI_0CRM_C04_Q001_01 In transaction SE38, execute program RS_TEMPLATE_MAINTAIN and check if the web templates are executing without displaying any errors.

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But we need to shut off the Information Broadcasting functionality in the generic BI web template 0ANALYZER, the functionality to send the report (using information broadcasting) in Webtemplate 0TPL_BAP_BUTMENUBAR_ALL and the functionality to create comments / bookmarks in 0ADHOC_TABLE_ANALYZER and 0ADHOC_CHARTS. In both cases in TA SE38 execute report RS_TEMPLATE_MAINTAIN, open the corresponding web template and replace the content by the content of the corresponding files in the archive W3Ed2_Webtemplates.zip. The BW Query for Campaign Effectiveness needs to be adopted (0CRM_MC07_Q7031). Remove CRM Sales Org (0CRM_MKTELM__0CRM_SALORG) from the free characteristics and replace this by Marketing Org (0CRM_MKTELM__0CRM_MKTORG). Restrict to variable 0CXPMOM and save the query. Please check that prior to this activity note 999320 is implemented on CRM side.

In order switch from CRM Sales Org to Marketing Org already existing campaigns need to be corrected. For this you need to create and run a correction report. You would also need to run this report if you initialize the upload of attributes for 0CRM_MKTELM again (because then the assignment or Marketing Org for campaigns created prior to the implementation of note 999320 would loose their Marketing Org reference again): Create a report ZCXP_MARKETING_ORG:
*----------------------------------------------------------------------* *& Report ZCXP_MARKETING_ORG *& *&---------------------------------------------------------------------* *&

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*& *&---------------------------------------------------------------------* REPORT ZCXP_MARKETING_ORG. type-pools: rsd. data: data: data: data: data: data: data: data: data: data: data: l_mktelm_tabname type RSCHNTAB. l_bpartner_tabname type RSCHNTAB. l_username_tabname type RSCHNTAB. l_t_atr type RSD_T_ATR. l_viobj type RSD_S_VIOBJ. l_mktelm_fieldnm type RSFIELDNM. l_respper_fieldnm type RSFIELDNM. l_bpartner_fieldnm type RSFIELDNM. l_user_name_fieldnm type RSFIELDNM. l_username_fieldnm type RSFIELDNM. l_orgunit_fieldnm type RSFIELDNM.

data: l_type_mktelm type RSD_DTELNM. data: l_type_respper type RSD_DTELNM. data: l_ref_mktelm type ref to data. data: l_ref_respper type ref to data. field-symbols: <mktelm> type any. field-symbols: <respper> type any. data: l_type_bpartner type RSD_DTELNM. data: l_type_user_name type RSD_DTELNM. data: l_ref_bpartner type ref to data. data: l_ref_user_name type ref to data. field-symbols: <bpartner> type any. field-symbols: <user_name> type any. data: l_type_username type RSD_DTELNM. data: l_type_orgunit type RSD_DTELNM. data: l_ref_username type ref to data. data: l_ref_orgunit type ref to data. field-symbols: <username> type any. field-symbols: <orgunit> type any. data: data: data: data: data: data: data: data: data: data: data: data: l_t_columns_mktelm type standard table of string. l_t_columns_bpartner type standard table of string. l_t_columns_username type standard table of string. l_columns type string. l_where_string type string. l_record_no type i. l_subrc type sysubrc. l_t_attributes type standard table of RSD_S_IOBJNM. l_attributes type RSD_S_IOBJNM. l_data type RSNDI_S_CHAVL. l_t_data type standard table of RSNDI_S_CHAVL. l_t_messages type standard table of RSNDI_S_MESSAGE.

CALL FUNCTION 'RSD_CHKTAB_GET_FOR_CHA_BAS' EXPORTING I_CHABASNM = '0CRM_MKTELM' * I_NSPACEGEN = * I_S_VIOBJ = * I_T_ATR = IMPORTING

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* E_CHKTAB = E_CHNTAB = l_mktelm_tabname * E_CHTTAB = * E_TXTTAB = * E_SIDTAB = * E_SIDVIEW = * E_ASITAB = * E_ASISTR = * E_ASTTAB = * E_CHKNEW = EXCEPTIONS NAME_ERROR =1 OTHERS = 2. IF SY-SUBRC <> 0. write: / 'error in retrieving name of master data table for 0CRM_MKTELM.'. exit. ENDIF. CALL FUNCTION 'RSD_IOBJ_GET' EXPORTING I_IOBJNM = '0CRM_MKTELM' * I_OBJVERS = RS_C_OBJVERS-ACTIVE * I_BYPASS_BUFFER = RS_C_FALSE * I_IGNORE_BCTCOMP = RS_C_FALSE * I_WITH_DTEL = RS_C_TRUE IMPORTING E_S_VIOBJ = l_viobj * E_S_IOBJ = * E_S_VCHA = * E_S_KYF = * E_S_TIM = * E_S_UNI = * E_S_DPA = * E_S_COB_PRO = * E_T_IOBJ_CMP = E_T_ATR = l_t_atr * E_T_ATR_NAV = * E_T_ATRNAVT = * E_T_IOBJT = * E_S_AROUT = * E_S_AROUTT = * E_T_AABAP = * E_T_IOBJ_HIE = EXCEPTIONS IOBJ_NOT_FOUND =1 ILLEGAL_INPUT =2 BCT_COMP_INVALID =3 OTHERS = 4. IF SY-SUBRC <> 0. write: / 'error in retrieving infoobject metadata for 0CRM_MKTELM.'. exit. ENDIF. l_mktelm_fieldnm = l_viobj-fieldnm. read table l_t_atr transporting no fields with key attrinm = '0BPARTNER'. if sy-subrc ne 0. write: / '0BPARTNER is not an attribute to 0CRM_MKTELM.'. exit. endif. read table l_t_atr transporting no fields

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with key attrinm = '0CRM_MKTORG'. if sy-subrc ne 0. write: / '0CRM_MKTORG is not an attribute to 0CRM_MKTELM.'. exit. endif. CALL FUNCTION 'RSD_FIELDINFO_GET_FOR_IOBJ' EXPORTING I_IOBJNM = '0CRM_MKTELM' * I_TH_TLOGO = IMPORTING * E_FIELDNM = E_DTELNM = l_type_mktelm * E_DOMANM = * E_CHKTAB = * E_OUTPUTLEN = EXCEPTIONS NAME_ERROR =1 IOBJ_NOT_FOUND =2 OTHERS = 3. IF SY-SUBRC <> 0. write: / 'data element for 0CRM_MKTELM not found.'. exit. ENDIF. CALL FUNCTION 'RSD_IOBJ_GET' EXPORTING I_IOBJNM = '0BP_RESPPER' * I_OBJVERS = RS_C_OBJVERS-ACTIVE * I_BYPASS_BUFFER = RS_C_FALSE * I_IGNORE_BCTCOMP = RS_C_FALSE * I_WITH_DTEL = RS_C_TRUE IMPORTING E_S_VIOBJ = l_viobj * E_S_IOBJ = * E_S_VCHA = * E_S_KYF = * E_S_TIM = * E_S_UNI = * E_S_DPA = * E_S_COB_PRO = * E_T_IOBJ_CMP = * E_T_ATR = * E_T_ATR_NAV = * E_T_ATRNAVT = * E_T_IOBJT = * E_S_AROUT = * E_S_AROUTT = * E_T_AABAP = * E_T_IOBJ_HIE = EXCEPTIONS IOBJ_NOT_FOUND =1 ILLEGAL_INPUT =2 BCT_COMP_INVALID =3 OTHERS = 4. IF SY-SUBRC <> 0. write: / 'error in retrieving infoobject metadata for 0BP_RESPPER.'. exit. ENDIF. l_respper_fieldnm = l_viobj-fieldnm.

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CALL FUNCTION 'RSD_FIELDINFO_GET_FOR_IOBJ' EXPORTING I_IOBJNM = '0BP_RESPPER' * I_TH_TLOGO = IMPORTING * E_FIELDNM = E_DTELNM = l_type_respper * E_DOMANM = * E_CHKTAB = * E_OUTPUTLEN = EXCEPTIONS NAME_ERROR =1 IOBJ_NOT_FOUND =2 OTHERS = 3. IF SY-SUBRC <> 0. write: / 'data element for 0BP_RESPPER not found.'. exit. ENDIF. create data l_ref_mktelm type (l_type_mktelm). IF SY-SUBRC <> 0. write: / 'create data for 0CRM_MKTELM not working.'. exit. ENDIF. create data l_ref_respper type (l_type_respper). IF SY-SUBRC <> 0. write: / 'create data for 0BP_RESPPER not working.'. exit. ENDIF. assign l_ref_mktelm->* to <mktelm>. IF SY-SUBRC <> 0. write: / 'assign for 0CRM_MKTELM not working.'. exit. ENDIF. assign l_ref_respper->* to <respper>. IF SY-SUBRC <> 0. write: / 'assign for 0BP_RESPPER not working.'. exit. ENDIF. CALL FUNCTION 'RSD_CHKTAB_GET_FOR_CHA_BAS' EXPORTING I_CHABASNM = '0BPARTNER' * I_NSPACEGEN = * I_S_VIOBJ = * I_T_ATR = IMPORTING * E_CHKTAB = E_CHNTAB = l_bpartner_tabname * E_CHTTAB = * E_TXTTAB = * E_SIDTAB = * E_SIDVIEW = * E_ASITAB = * E_ASISTR = * E_ASTTAB = * E_CHKNEW = EXCEPTIONS NAME_ERROR =1 OTHERS = 2.

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IF SY-SUBRC <> 0. write: / 'error in retrieving name of master data table for 0BPARTNER.'. exit. ENDIF. refresh l_t_atr. CALL FUNCTION 'RSD_IOBJ_GET' EXPORTING I_IOBJNM = '0BPARTNER' * I_OBJVERS = RS_C_OBJVERS-ACTIVE * I_BYPASS_BUFFER = RS_C_FALSE * I_IGNORE_BCTCOMP = RS_C_FALSE * I_WITH_DTEL = RS_C_TRUE IMPORTING E_S_VIOBJ = l_viobj * E_S_IOBJ = * E_S_VCHA = * E_S_KYF = * E_S_TIM = * E_S_UNI = * E_S_DPA = * E_S_COB_PRO = * E_T_IOBJ_CMP = E_T_ATR = l_t_atr * E_T_ATR_NAV = * E_T_ATRNAVT = * E_T_IOBJT = * E_S_AROUT = * E_S_AROUTT = * E_T_AABAP = * E_T_IOBJ_HIE = EXCEPTIONS IOBJ_NOT_FOUND =1 ILLEGAL_INPUT =2 BCT_COMP_INVALID =3 OTHERS = 4. IF SY-SUBRC <> 0. write: / 'error in retrieving infoobject metadata for 0BPARTNER.'. exit. ENDIF. l_bpartner_fieldnm = l_viobj-fieldnm. CALL FUNCTION 'RSD_FIELDINFO_GET_FOR_IOBJ' EXPORTING I_IOBJNM = '0BPARTNER' * I_TH_TLOGO = IMPORTING * E_FIELDNM = E_DTELNM = l_type_bpartner * E_DOMANM = * E_CHKTAB = * E_OUTPUTLEN = EXCEPTIONS NAME_ERROR =1 IOBJ_NOT_FOUND =2 OTHERS = 3. IF SY-SUBRC <> 0. write: / 'data element for 0BPARTNER not found.'. exit. ENDIF. read table l_t_atr transporting no fields

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with key attrinm = '0USER_NAME'. if sy-subrc ne 0. write: / '0USER_NAME is not an attribute to 0BPARTNER.'. exit. endif. CALL FUNCTION 'RSD_IOBJ_GET' EXPORTING I_IOBJNM = '0USER_NAME' * I_OBJVERS = RS_C_OBJVERS-ACTIVE * I_BYPASS_BUFFER = RS_C_FALSE * I_IGNORE_BCTCOMP = RS_C_FALSE * I_WITH_DTEL = RS_C_TRUE IMPORTING E_S_VIOBJ = l_viobj * E_S_IOBJ = * E_S_VCHA = * E_S_KYF = * E_S_TIM = * E_S_UNI = * E_S_DPA = * E_S_COB_PRO = * E_T_IOBJ_CMP = * E_T_ATR = * E_T_ATR_NAV = * E_T_ATRNAVT = * E_T_IOBJT = * E_S_AROUT = * E_S_AROUTT = * E_T_AABAP = * E_T_IOBJ_HIE = EXCEPTIONS IOBJ_NOT_FOUND =1 ILLEGAL_INPUT =2 BCT_COMP_INVALID =3 OTHERS = 4. IF SY-SUBRC <> 0. write: / 'error in retrieving infoobject metadata for 0BPARTNER.'. exit. ENDIF. l_user_name_fieldnm = l_viobj-fieldnm. CALL FUNCTION 'RSD_FIELDINFO_GET_FOR_IOBJ' EXPORTING I_IOBJNM = '0USER_NAME' * I_TH_TLOGO = IMPORTING * E_FIELDNM = E_DTELNM = l_type_user_name * E_DOMANM = * E_CHKTAB = * E_OUTPUTLEN = EXCEPTIONS NAME_ERROR =1 IOBJ_NOT_FOUND =2 OTHERS = 3. IF SY-SUBRC <> 0. write: / 'data element for 0USER_NAME not found.'. exit. ENDIF. create data l_ref_bpartner type (l_type_bpartner).

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IF SY-SUBRC <> 0. write: / 'create data for 0BPARTNER not working.'. exit. ENDIF. create data l_ref_user_name type (l_type_user_name). IF SY-SUBRC <> 0. write: / 'create data for 0USER_NAME not working.'. exit. ENDIF. assign l_ref_bpartner->* to <bpartner>. IF SY-SUBRC <> 0. write: / 'assign for 0BPARTNER not working.'. exit. ENDIF. assign l_ref_user_name->* to <user_name>. IF SY-SUBRC <> 0. write: / 'assign for 0USER_NAME not working.'. exit. ENDIF. CALL FUNCTION 'RSD_CHKTAB_GET_FOR_CHA_BAS' EXPORTING I_CHABASNM = '0USERNAME' * I_NSPACEGEN = * I_S_VIOBJ = * I_T_ATR = IMPORTING * E_CHKTAB = E_CHNTAB = l_username_tabname * E_CHTTAB = * E_TXTTAB = * E_SIDTAB = * E_SIDVIEW = * E_ASITAB = * E_ASISTR = * E_ASTTAB = * E_CHKNEW = EXCEPTIONS NAME_ERROR =1 OTHERS = 2. IF SY-SUBRC <> 0. write: / 'error in retrieving name of master data table for 0USERNAME.'. exit. ENDIF. refresh l_t_atr. CALL FUNCTION 'RSD_IOBJ_GET' EXPORTING I_IOBJNM = '0USERNAME' * I_OBJVERS = RS_C_OBJVERS-ACTIVE * I_BYPASS_BUFFER = RS_C_FALSE * I_IGNORE_BCTCOMP = RS_C_FALSE * I_WITH_DTEL = RS_C_TRUE IMPORTING E_S_VIOBJ = l_viobj * E_S_IOBJ = * E_S_VCHA = * E_S_KYF = * E_S_TIM = * E_S_UNI = * E_S_DPA =

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* E_S_COB_PRO = * E_T_IOBJ_CMP = E_T_ATR = l_t_atr * E_T_ATR_NAV = * E_T_ATRNAVT = * E_T_IOBJT = * E_S_AROUT = * E_S_AROUTT = * E_T_AABAP = * E_T_IOBJ_HIE = EXCEPTIONS IOBJ_NOT_FOUND =1 ILLEGAL_INPUT =2 BCT_COMP_INVALID =3 OTHERS = 4. IF SY-SUBRC <> 0. write: / 'error in retrieving infoobject metadata for 0USERNAME.'. exit. ENDIF. l_username_fieldnm = l_viobj-fieldnm. CALL FUNCTION 'RSD_FIELDINFO_GET_FOR_IOBJ' EXPORTING I_IOBJNM = '0USERNAME' * I_TH_TLOGO = IMPORTING * E_FIELDNM = E_DTELNM = l_type_username * E_DOMANM = * E_CHKTAB = * E_OUTPUTLEN = EXCEPTIONS NAME_ERROR =1 IOBJ_NOT_FOUND =2 OTHERS = 3. IF SY-SUBRC <> 0. write: / 'data element for 0USERNAME not found.'. exit. ENDIF. read table l_t_atr transporting no fields with key attrinm = '0ORGUNIT'. if sy-subrc ne 0. write: / '0ORGUNIT is not an attribute to 0USERNAME.'. exit. endif. CALL FUNCTION 'RSD_IOBJ_GET' EXPORTING I_IOBJNM = '0ORGUNIT' * I_OBJVERS = RS_C_OBJVERS-ACTIVE * I_BYPASS_BUFFER = RS_C_FALSE * I_IGNORE_BCTCOMP = RS_C_FALSE * I_WITH_DTEL = RS_C_TRUE IMPORTING E_S_VIOBJ = l_viobj * E_S_IOBJ = * E_S_VCHA = * E_S_KYF = * E_S_TIM = * E_S_UNI = * E_S_DPA =

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* * * * * * * * * *

E_S_COB_PRO = E_T_IOBJ_CMP = E_T_ATR = E_T_ATR_NAV = E_T_ATRNAVT = E_T_IOBJT = E_S_AROUT = E_S_AROUTT = E_T_AABAP = E_T_IOBJ_HIE = EXCEPTIONS IOBJ_NOT_FOUND =1 ILLEGAL_INPUT =2 BCT_COMP_INVALID =3 OTHERS = 4. IF SY-SUBRC <> 0. write: / 'error in retrieving infoobject metadata for 0ORGUNIT.'. exit. ENDIF. l_orgunit_fieldnm = l_viobj-fieldnm. CALL FUNCTION 'RSD_FIELDINFO_GET_FOR_IOBJ' EXPORTING I_IOBJNM = '0ORGUNIT' * I_TH_TLOGO = IMPORTING * E_FIELDNM = E_DTELNM = l_type_orgunit * E_DOMANM = * E_CHKTAB = * E_OUTPUTLEN = EXCEPTIONS NAME_ERROR =1 IOBJ_NOT_FOUND =2 OTHERS = 3. IF SY-SUBRC <> 0. write: / 'data element for 0ORGUNIT not found.'. exit. ENDIF. create data l_ref_username type (l_type_username). IF SY-SUBRC <> 0. write: / 'create data for 0USERNAME not working.'. exit. ENDIF. create data l_ref_orgunit type (l_type_orgunit). IF SY-SUBRC <> 0. write: / 'create data for 0ORGUNIT not working.'. exit. ENDIF. assign l_ref_username->* to <username>. IF SY-SUBRC <> 0. write: / 'assign for 0USERNAME not working.'. exit. ENDIF. assign l_ref_orgunit->* to <orgunit>. IF SY-SUBRC <> 0. write: / 'assign for 0ORGUNIT not working.'. exit. ENDIF.

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l_columns = l_mktelm_fieldnm. append l_columns to l_t_columns_mktelm. l_columns = l_respper_fieldnm. append l_columns to l_t_columns_mktelm. l_columns = l_user_name_fieldnm. append l_columns to l_t_columns_bpartner. l_columns = l_orgunit_fieldnm. append l_columns to l_t_columns_username. l_record_no = 0. refresh l_t_data. select (l_t_columns_mktelm) from (l_mktelm_tabname) into (<mktelm>, <respper>) where objvers = 'A'. if <respper> is not initial. concatenate l_bpartner_fieldnm ' = ''' <respper> ''' and objvers = ''A''' into l_where_string. select single (l_t_columns_bpartner) from (l_bpartner_tabname) into <user_name> where (l_where_string). if sy-subrc eq 0 and <user_name> is not initial. concatenate l_username_fieldnm ' = ''' <user_name> ''' and objvers = ''A''' into l_where_string. select single (l_t_columns_username) from (l_username_tabname) into <orgunit> where (l_where_string). if sy-subrc eq 0 and <orgunit> is not initial. write: / <mktelm>, ' ', <respper>, ' ', <user_name>, ' ', <orgunit>. l_record_no = l_record_no + 1. l_data-record_no = l_record_no. l_data-iobjnm = '0CRM_MKTELM'. l_data-value = <mktelm>. append l_data to l_t_data. l_data-iobjnm = '0CRM_MKTORG'. l_data-value = <orgunit>. append l_data to l_t_data. endif. endif. endif. endselect. l_attributes = '0CRM_MKTORG'. append l_attributes to l_t_attributes. CALL FUNCTION 'RSNDI_MD_ATTRIBUTES_UPDATE' EXPORTING I_IOBJNM = '0CRM_MKTELM' * I_UPDATE_ALL_ATTRIBUTES = * I_CHAVL_ENQUEUE = RS_C_TRUE * I_DB_COMMIT = RS_C_FALSE * I_COMMIT_WORK = RS_C_FALSE IMPORTING E_SUBRC = l_subrc TABLES I_T_ATTRIBUTES = l_t_attributes I_T_DATA = l_t_data E_T_MESSAGES = l_t_messages. if l_subrc is initial and l_t_messages is initial.

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CALL FUNCTION 'RSDMD_MD_ACTIVATE' EXPORTING I_CHABASNM = '0CRM_MKTELM'. endif.

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Changes to Mime Repository [BI]


In order to avoid Java Script errors in BW Webtemplates the file JSBCTBasic.js from Business Content has to be replaced in the Mime repository. In transaction SE80 go to the Mime repository and follow the path SAP -> BW -> BCT -> JavaScript. In the context menu for JSBCTBasic.js go to change. Then replace the content of the file with the content of the file JSBCTBasic_NWfix.txt in the archive W3Ed2_Webtemplates.zip. Then save and exit.

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Customizing of Product [BI]


In the BW system in SPRO specify value 18 for Product Id length as follows:

Similarly in TA OMSL specify the length of Material as 18 and save the result. (If you do not maintain this number you will not be able to view Masterdata for 0CRM_PROD in se16.)

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3 Appendix A: Common CRM Business Objects

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Important Note on Data Consistency [BI]


Because Userstatus is now required in all reporting layers, including object types from previous waves (Opportunities, Activities, and Leads), the data upload for them has to be reinitialized. Only then will Userstatus be available for objects created in previous SAP CRM on-demand solution waves.

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Opportunities [BI]
The following steps are the main steps to configure BI business objects. The configuration steps depend on the CRM business process. For example, creation of an initial InfoPackage is not necessary for texts or org unit because only a full upload is possible for these business objects. All upload processes that have to be scheduled on a regular basis are included in process chains. All other uploads deal with objects that are never changed (for example, texts from domains) or that are specified in customizing (for example, opportunity phases). For these, data only has to be transferred once.

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Create / Execute InfoPackages for Opportunity Header 0CRM_OPPT_H [BI]


1. Log on to BI system. 2. Call transaction RSA1. 3. Modeling: InfoProvider. 4. Search for 0CRM_C04. 5. Expand InfoCube 0CRM_C04 to DataSource 0CRM_OPPT_H.

InfoPackage description (should start with the word INITIAL), for example, description Initial Opportunity Header

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6. Check that update mode Initialize Delta Process is active.

7. Check that data target DSO: 0CRM_OPPH is available.

8. Check processing (PSA).

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9. Save the InfoPackage.

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10. Expand to initial Upload InfoPackage Opportunity header (the object created above Initial Opportunity Header). 11. Start initial upload.

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Delta mode is necessary to upload data at any time. After successful initial upload, you will be able to create a delta InfoPackage. 1. Log on to BI system. 2. Call transaction RSA1. 3. Select Info Provider. 4. Expand to DataSource 0CRM_OPPT_H. 5. Create InfoPackage.

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6. Save Delta InfoPackage Opportunity header, description Delta Opportunity Header.

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Create/ Execute InfoPackages for Opportunity Items 0CRM_OPPT_I [BI]


Perform the same steps as for Opportunity Header, but for 0CRM_OPPT_I.

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Create/Execute Process Chain for Opportunity (Header & Items) [BI]


Process chains will be necessary for delta upload to start a periodic upload for opportunity

1. Call transaction RSPC. 2. Select process chain. 3. Terminate variant. 4. Activate process chain. 5. Start process chain.

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Activity [BI]

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Create / Execute InfoPackages for Activities [BI]


Perform the same steps as for initial upload of Opportunity Header, but for 0CRM_SALES_ACT_1.

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Create / Execute Process Chain for Activity [BI]

1. Call transaction RSPC. 2. Select process chain. 3. Terminate variant. 4. Activate process chain. 5. Start process chain. Important remark: Activity and Contact uploads target the same ODS objects. Therefore the upload of activities should be finished before the upload of contacts is started and vice versa.

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Business Partner [BI]

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Create / Execute InfoPackages for Business Partner Master Data [BI]


1. Log on to BI system. 2. Call transaction RSA1. 3. Modeling: InfoSources. 4. Search for 0BPARTNER (type Attribute). 5. Expand to DataSource 0BP_ID_ATTR. 6. Create initial InfoPackage. Use description Initial 0BP_ID_ATTR. 7. Execute the InfoPackage (Update: Initialize Delta Process). 8. Create InfoPackage for delta upload. Proceed similarly for the following DataSources 0BP_RELATIONS_ATTR 0BP_DEF_ADDRESS_ATTR 0BPARTNER_ATTR

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Create / Execute Full InfoPackages for Org Unit [BI]


1. Log on to BI system 2. Call transaction RSA1, Modeling DataSources 3. Search for 0BPARTNER, locate data source 0BP_UNAME_ORGUNIT_ATTR. 4. Create full InfoPackage for DataSource 0BP_UNAME_ORGUNIT_ATTR 5. Select Upload Full upload 6. Click Schedule and start full upload immediately

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Create / Execute Process Chain for Business Partner Master Data [BI]

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1. Call transaction RSPC. 2. Select process chain. 3. Terminate variant. 4. Activate process chain. 5. Start process chain.

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Organizational Unit and User Name [BI]

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ate / Execute Full InfoPackages for Org Unit Master Data [BI]
1. Log on to BI system. 2. Call transaction RSA1. 3. Modeling: InfoSources DataSource 0CRM_ORGUNIT_HR01_HIER. 4. Create full InfoPackage. 5. Start full upload. Repeat the steps for the following DataSources: 0CRM_ORGUNIT_SALES_ATTR 0CRM_ORGUNIT_TEXT

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reate / Execute Full InfoPackages for User Name Master Data [BI]
1. Log on to BI 2. Call transaction RSA1 3. Modeling: InfoSource InfoObject: 0USERNAME 4. Create full InfoPackage

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reate Process Chain for Org Unit [BI]

1. Call transaction RSPC. 2. Select process chain. 3. Terminate variant. 4. Activate process chain.

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5. Start process chain.

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Campaign [BI]

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Create / Execute InfoPackages for Outbound Customer Contact [BI]


1. Log on to BI system. 2. Call transaction RSA1. 3. Modeling: InfoProvider. 4. Search for 0CRM_C06. 5. Expand InfoCube 0CRM_C06 to the DataSource 0CRM_CONTACT_OUT. 6. InfoPackage description (start with the word INITIAL) for example, description Initial Contact out. 7. After creating Initial Contact Out, check the update mode Initialize Delta Process. 8. Check that data target DSO: 0CRM_CT_O is available. 9. Check processing (PSA). 10. Save the InfoPackage. 11. Start the initial upload. To upload data at any time, delta mode is necessary. After successful initial upload, you will be able to create a delta InfoPackage. 1. Log on to BI system. 2. Call transaction RSA1 3. Modeling: InfoProvider. 4. Search for 0CRM_C06. 5. Expand InfoCube 0CRM_C06 to DataSource 0CRM_CONTACT_OUT. 6. Check that data target DSO: 0CRM_CT_O is available. 7. Check processing (PSA). 8. Save the InfoPackage. 9. Start the delta upload (process chain).

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Create /Execute InfoPackages for Inbound Customer Contact 0CRM_CONTACT_IN [BI]


1. Create initial and delta InfoPackages as in 3.8.1. 2. Start the delta upload (process chain).

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Create/Execute InfoPackages for Marketing Elements 0CRM_MKTELM_TEXT & MKTELM5_ATTR [BI]


Create initial and delta InfoPackages for marketing elements 0CRM_MKTELM_TEXT & 0CRM_MKTELM5-ATTR.

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Create/Execute Process Chain for Campaign [BI]


Perform the same steps as before to create the following process chain:

Important remark: Activity and Contact uploads target the same ODS objects. Therefore the upload of activities should be finished before the upload of contacts is started and vice versa.

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Leads [BI]

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ate/Execute InfoPackages for Lead Header 0CRM_LEAD_H [BI]


Perform the same steps as for initial and delta campaign but for DataSource 0CRM_LEAD_H

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Create/Execute InfoPackage for Lead GUID 0CRM_LEAD_ATTR [BI]


Perform the same steps as for initial and delta lead, but for DataSource 0CRM_LEAD_ATTR

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3 Appendix A: Common CRM Business Objects

Create/Execute Process Chain for Lead [BI]


Perform the same steps as for a campaign, but one process chain for the following DataSources: 0CRM_LEAD_H 0CRM_LEAD_ATTR

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3 Appendix A: Common CRM Business Objects

Quotations [BI]

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3 Appendix A: Common CRM Business Objects

Create InfoPackage for Quotations [BI]


DataSource is 0CRM_QUOTA_ORDER_I.

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3 Appendix A: Common CRM Business Objects

Create Process Chain for Quotations [BI]

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3 Appendix A: Common CRM Business Objects

Service Tickets [BI]

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3 Appendix A: Common CRM Business Objects

Create InfoPackage for Service Ticket Headers [BI]


DataSource 0CRM_SRV_PROCESS_H.

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3 Appendix A: Common CRM Business Objects

Create InfoPackage for Service Ticket Items [BI]


DataSource 0CRM_SRV_PROCESS_I

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3 Appendix A: Common CRM Business Objects

Create Process Chain for Service Tickets [BI]

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3 Appendix A: Common CRM Business Objects

Product [BI]
Create InfoPackage for the following DataSources and combine the upload process in one process chain: 0PRODUCT_TEXT 0PRODUCT_ATTR 0CRM_PRODUCT_ATTR 0CRM_PROD_ATTR

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3 Appendix A: Common CRM Business Objects

Regular Upload of CRM Master Data [BI]


In SAP CRM on-demand solution Wave 3, power users may change some CRM master data and even change CRM Customizing. Therefore data should be uploaded regularly from the following CRM DataSources ZCXP_STAONEACTI_TEXT ZCXP_STAONEOPPT_TEXT ZCXP_STAONELEAD_TEXT ZCXP_STAONEQUOT_TEXT ZCXP_STAONESVTK_TEXT 0CRM_PROC_TYPE_TEXT 0CRM_CAT_CATEGORY_TEXT 0CRM_CAT_CATEGORY_ATTR 0CRM_CAT_SCHEME_TEXT

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3 Appendix A: Common CRM Business Objects

Upload of Master Data and Texts from CRM Customizing or from Fixed Domains [BI]
For the following list of CRM DataSources, data only needs be uploaded once (after the CRM system has been customized for SAP CRM on-demand solution): 0COUNTRY_TEXT 0CRM_ACT_GOAL_TEXT 0CRM_CATEGORY_ATTR 0CRM_DIRECT_TXT 0CRM_OBJ_TYPE_TEXT 0CRM_OPPIMPOR_TEXT 0CRM_OPPT_CNTRPHASE_TEXT 0CRM_OPPT_CYCLE_TEXT 0CRM_OPPT_TYPE_TEXT 0CRM_PRIO_TXT 0CRM_SOURCE_TEXT 0CRM_S_BW_CAT_CODE_TEXT 0CRM_S_BW_CAT_GROUP_TEXT 0CRM_S_BW_CAT_TYPE_TEXT 0REGION_TEXT 0STAONESYS0_TEXT 0STAONESYS1_TEXT 0STAONESYS4_TEXT 0STAONESYS8_TEXT 0STAONEUSS0_TEXT 0STATECSYS2_TEXT 0CRM_OPPT_ PHASE_TEXT 0CRM_LEAD_TYPE_TEXT 0CRMCHANNEL_TEXT 0CRM_PLGRP_TEXT 0STAMKTSYS0_TEXT 0STAMKTSYS1_TEXT 0STAMKTSYS2_TEXT 0STAMKTSYS3_TEXT 0CRM_TACTIC_TEXT 0CRM_OBJEC4_TEXT 0CRM_PRIO_TEXT 0CRM_LEAD_QL_TEXT 0CRMCAMPTYP_TEXT Create InfoPackages for the upload and load the data to SAP BW.

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Currencies [BI]
Since power users maintain currencies and currency conversion in SAP CRM on-demand solution, currencies and currency conversion rates need to be uploaded regularly from CRM to BW.

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3 Appendix A: Common CRM Business Objects

InfoObject BP Number in External System (0BP_EXTERN) [BI]


This InfoObject is not used in the BI Content for CRM on Demand, but is has been used several times in value added services. We therefore recommend to also allow lower case characters:

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3 Appendix A: Common CRM Business Objects


Business Partner (0BPARTNER)
Issue Partner: ID Number BP: Relationships BP: Standard Address BP: master record BP: Texts User/ Name Org. Unit InfoSource 0BP_ID_NUMBER_ATTR 0BPRELATION_ATTR 0BP_DEF_ADDRESS_ATTR 0BPARTNER_ATTR 0BPARTNER_TEXT 0BPARTNER DataSource / Transfer Rule 0BP_ID_ATTR 0BP_RELATIONS_ATTR 0BP_DEF_ADDRESS_ATTR 0BPARTNER_ATTR 0BPARTNER_TEXT 0BP_UNAME_ORGUNIT_ATTR Upload Method Delta Delta Delta Delta Delta Delta

Organizational Unit
Issue Organ. Hierarchies Organ. Unit Attr Organ Unit: Texts InfoSource 0ORGUNIT 0ORGUNIT 0ORGUNIT DataSource 0CRM_ORGUNIT_HR01_HIER 0CRM_ORGUNIT_SALES_ATTR 0CRM_ORGUNIT_TEXT Process Chain Full Full Full

User Name
Issue User Name Attributes User Name Texts InfoSource 0USERNAME 0USERNAME DataSource 0CRM_HR_UNAME_ORG 0CSM_USER_TEXT Process Chain Full Full

Catalog
Issue Catalog Code Catalog Code group Catalog Type InfoSource 0CAT_CODE 0CAT_GROUP 0CAT_TYPE DataSource 0CRM_S_BW_CAT_CODE_TEXT 0CRM_S_BW_CAT_GROUP_TEXT 0CRM_S_BW_CAT_TYPE_TEXT Upload Mode Full Full Full

Category
Issue Category attribute Category (texts) InfoSource 0CRM_CAT 0CRM_CAT DataSource 0CRM_CATEGORY_ATTR 0CRM_CATEGORY_TEXT Upload Mode Full Full

Business Transaction Object Type


Issue Business Transaction Object Type InfoSource 0CRM_OBJTYP DataSource 0CRM_OBJ_TYPE_TEXT Upload Mode Full

Business Transaction Type

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Issue Business Transaction Type

InfoSource 0CRM_PRCTYP

DataSource 0CRM_PROC_TYPE_TEXT

Upload Mode Full

CRM Status Life Cycle (One Order)


Issue CRM Status Life Cycle (One Order) InfoSource 0STAONESYS0 DataSource 0STAONESYS0_TEXT Upload Mode Full

CRM Status Planned (One Order)


Issue CRM Status Planned (One Order) InfoSource 0STAONESYS1 DataSource 0STAONESYS1_TEXT Upload Mode Full

CRM Status Opportunity /Lead (One Order)


Issue CRM Status Opportunity/Lead (One Order) InfoSource 0STAONESYS4 DataSource 0STAONESYS4_TEXT Upload Mode Full

CRM Status: Rejected (One Order)


Issue CRM Status: rejected (One Order) InfoSource 0STAONESYS8 DataSource 0STAONESYS8_TEXT Upload Mode Full

Contacts User Status: Life Cycle Status


Issue Contacts User Status: Life Cycle Status InfoSource 0STAONEUSS0 DataSource 0STAONEUSS0_TEXT Upload Mode Full

CRM Status: Incorrect


Issue CRM Status: incorrect InfoSource 0STATECSYS2 DataSource 0STATECSYS2_TEXT Upload Mode Full

Country
Issue Country InfoSource 0COUNTRY DataSource 0COUNTRY_TEXT Upload Mode Full

Region
Issue 0REGION InfoSource 0REGION_TEXT DataSource 0REGION_TEXT Upload Mode Full

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3 Appendix A: Common CRM Business Objects

4 Appendix B: Relevant Business Objects for CRM Sales


Opportunities
Issue Header Items InfoCube 0CRM_C04 0CRM_C04 DSO 0CRM_OPPH 0CRM_OPPI InfoSource 0CRM_OPPT_H 0CRM_OPPT_I DataSource 0CRM_OPPT_H 0CRM_OPPT_I Upload Mode Delta Delta

Activities
Issue Activities InfoCube 0CSAL_C01 DSO 0SAL_DS01 InfoSource 0CRM_SALES_ACT_1 DataSource 0CRM_SALES_ACT_1 Upload Mode Delta

Analysis Phase
Issue Analysis Phase InfoSource 0CRM_CNTRPH DataSource 0CRM_OPPT_CNTRPHASE_TEXT Process Chain Upload Mode Full

Current Opportunity Phase


Issue Analysis Phase of an Opportunity InfoSource 0CRM_CURRPH DataSource 0CRM_OPPT_PHASE_TEXT Upload Mode Full

Direction
Issue Direction (text) InfoSource 0CRM_DIRECT DataSource 0CRM_DIRECT_TXT Upload Mode Full

Target
Issue Target (text) InfoSource 0CRM_OBJECT DataSource 0CRM_ACT_GOAL_TEXT Upload Mode Full

Opportunity Priority
Issue Opportunity Priority InfoSource 0CRM_OPPIMP DataSource 0CRM_OPPIMPOR_TEXT Upload Mode Full

Opportunity Type
Issue Opportunity Type InfoSource 0CRM_OPPTYP DataSource 0CRM_OPPT_TYPE_TEXT Upload Mode Full

Priority
Issue Priority InfoSource 0CRM_PRIO DataSource 0CRM_PRIO_TEXT Upload Mode Full

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Priority

0CRM_PRIO_A

0CRM_PRIO_TEXT

Full

Sales Cycle
Issue Sales Cycle InfoSource 0CRM_SLSCYC DataSource 0CRM_OPPT_CYCLE_TEXT Upload Mode Full

Origin Opportunity/ Lead


Issue Origin Opportunity/ Lead InfoSource 0CRM_SOURCE DataSource 0CRM_SOURCE_TEXT Upload Mode Full

User Status
Issue User Status InfoSource 0CRM_USSTAT DataSource 0CRM_USSTAT_TXT Upload Mode Full

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3 Appendix A: Common CRM Business Objects

5 Appendix C: Relevant Business Objects for CRM Marketing


Campaign
Issue Outbound Inbounds InfoCube 0CRM_C06 0CRM_C07 DSO 0CRM_CT_O 0CRM_CT_I InfoSource 0CRM_CONTACT_OUT 0CRM_CONTACT_IN DataSource 0CRM_CONTACT_OUT 0CRM_CONTACT_IN Upload Mode Delta Delta

Lead
Issue Lead Lead Items InfoCube 0MKTG_C01 0MKTG_C01 DSO 0MKT_DS01 0MKT_DS02 InfoSource 0CRM_LEAD_H 0CRM_LEAD_I DataSource 0CRM_LEAD_H 0CRM_LEAD_I Upload Mode Delta Delta

Marketing: Multiple Link Tracking


Issue CRM Marketing: Multiple Link Tracking DSO 0CRM_MLIT InfoSource 0CRM_MLI DataSource 0CRM_MLI Upload Mode Delta

Lead GUID (Attribute)


Issue Lead GUID(attribute) InfoSource 0CRM_LEAGUI DataSource 0CRM_LEAD_ATTR Upload Mode Delta

Lead Type
Issue Lead type InfoSource 0CRM_LEATYP DataSource 0CRM_LEAD_TYPE_TEXT Upload Mode Full

Channel
Issue Channel InfoSource 0CRMCHANNEL DataSource 0CRMCHANNEL_TEXT Upload Mode Full

BW Status (Marketing)
Issue BW Status BW Status BW Status BW Status InfoSource 0STAMKTSYS0 0STAMKTSYS1 0STAMKTSYS2 0STAMKTSYS3 DataSource 0STAMKTSYS0_TEXT 0STAMKTSYS1_TEXT 0STAMKTSYS2_TEXT 0STAMKTSYS3_TEXT Upload Mode Full Full Full Full

Planning Profile Group


Issue Planning Profile Group InfoSource 0CRM_PLGRP DataSource 0CRM_PLGRP_TEXT Upload Mode Full

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3 Appendix A: Common CRM Business Objects

Tactic
Issue Tactic InfoSource 0CRM_TACTIC DataSource 0CRM_TACTIC_TEXT Upload Mode Full

Objective (s)
Issue Objective(s) InfoSource 0CRM_OBJEC4 DataSource 0CRM_OBJEC4_TEXT Upload Mode Full

Priority
Issue Priority InfoSource 0CRM_PRIO DataSource 0CRM_PRIO_TEXT Upload Mode Full

Marketing Element
Issue Marketing Element Text Marketing Element Attributes InfoSource 0CRM_MKTELM 0CRM_MKTELM DataSource 0CRM_MKTELM_TEXT 0CRM_MTTELM5_ATTR Upload Mode Delta Delta

Lead Qualification Level


Issue InfoSource DataSource Upload Mode Full

Lead Qualification Level

0CRM_QUALEV

0CRM_LEAD_QL_TEXT

Target Group
Issue Target group InfoSource 0TGGRP_ID DataSource 0CRM_TGGRP_TEXT Upload Mode Full

Mailing Item Guid


Issue CRM Mailing Item Guid InfoSource 0CRM_MIG DataSource 0CRM_MAIL_GUID_ATTR Upload Mode Full

Campaign Type
Issue InfoSource DataSource Upload Mode Full

Campaign Type

0CRMCAMPTYP

0CRMCAMPTYP_TEXT

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3 Appendix A: Common CRM Business Objects

6 Appendix E: Relevant Business Objects for the product


CRM Product
Issue InfoSource DataSource Upload Mode Delta

CRM Product

0PRODUCT 0PRODUCT_GENERAL_ATTR 0CRM_PROD_ATTR 0CRM_PRODUCT_ATTR

0PRODUCT_TEXT 0PRODUCT_ATTR 0CRM_PROD_ATTR 0CRM_PRODUCT_ATTR

Delta Delta Delta

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3 Appendix A: Common CRM Business Objects

7 Appendix E: Relevant Business Objects for CRM Service


Service Tickets
Issue Service Ticket Headers Service Ticket Items InfoCube 0CSRV_C01 DSO 0CRM_PROH InfoSource 0CRM_SERVICE_PROCESS_H DataSource 0CRM_SRV_PROCESS_H Upload Mode Delta

0CRM_PRI

0CRM_PROI

0CRM_SERVICE_PROCESS_I

0CRM_SRV_PROCESS_I

Delta

Multilevel Categorization
Issue InfoSource DataSource Upload Mode Delta

Multilevel Categorization Category GUID Multilevel Categorization Schema Multilevel Categorization Category

0CRMCC_CAT

0CRM_CAT_CATEGORY_ATTR

0CRMCCSCHID

0CRM_CAT_SCHEME_TEXT

Delta

0CRMCCCATID

0CRM_CAT_CATEGORY_TEXT CXRCLNT701

Delta

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3 Appendix A: Common CRM Business Objects

8 Appendix F: Objects for User Status


Issue InfoSource DataSource Upload Mode Full

User Status (Activities) User Status (Opportunities) User Status (Quotations) User Status (Service Ticket)

0STAONEACTI 0STAONEOPPT 0STAONEQUOT 0STAONESVTK

ZCXP_STAONEACTI_TEXT ZCXP_STAONEOPPT_TEXT ZCXP_STAONEQUOT_TEXT ZCXP_STAONESVTK_TEXT

Full

Full

Full

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3 Appendix A: Common CRM Business Objects

9 Appendix G: Transactions
Transaction RSA1 RSA2 RSA3 RSA5 RSA6 RSA7 RSOR SE16 SPRO SBIW SCC4 RS12 RSDBC RSMO RSMON RSO2 RSPC RSRT Description Modeling DW- Workbench DataSource Repository Extractor Checker Install Business Content Postprocess DataSources and Hierarchy BW Delta Queue Monitor Business Content Data Browser Customizing DataSource in BW Client Administration Overview of Master Data Locks DB Content Data Load Monitor Start Administrator Workbench (Monitoring) OLTP Meta Data Repository Process Chain Maintenance Start of Report Monitor System BI Source System (BI or CRM) SourceSystem (BI or CRM) SourceSystem (BI or CRM) SourceSystem (BI or CRM) SourceSystem (BI or CRM) BI All All SourceSystem (BI or CRM) All SourceSystem (BI or CRM) SourceSystem (BI or CRM) BI BI SourceSystem (BI or CRM) BI BI

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