Beruflich Dokumente
Kultur Dokumente
Implementing Extended
ECM in SAP Customer
Relationship
Management (CRM)
A sample configuration for Extended ECM for SAP Solutions
1.0
SAP CRM
SAP Extended ECM Solution Accelerator
The purpose of a solution accelerator is to give you an example for an implementation. This particular
solution accelerator relates to OpenText Extended ECM for SAP Solutions in a specific business
context. A solution accelerator in most cases consists of documentation and software. A solution
accelerator is not part of a product and is not covered by product maintenance and support.
Please be appreciative that OpenText Customer Support is unable to answer questions related to solution
accelerators.
DISCLAIMER OF WARRANTIES:
Copyright 2015 Open Text SA or Open Text ULC (in Canada). All rights reserved. Trademarks owned
by Open Text SA or Open Text ULC (in Canada). All rights reserved.
2
SAP CRM
SAP Extended ECM Solution Accelerator
1 Summary
The Extended ECM Solution Accelerator for SAP CRM allows the integration of Extended ECM (xECM)
functions in SAP Customer Relationship Management (CRM). In the existing CRM scenarios, you can
include corresponding business workspaces and add business references.
The end user has access to all content related to the account and can use full xECM capabilities within
CRM, for example, Fulltext search, Content Filter, Activity Feed, and a standardized folder structure. In
addition, the document management capabilities of OpenText Content Server are available to end users,
for example, versioning and auditing. Also OpenText Records Management can be applied to CRM
documents, thus providing complete control over the document life cycle.
CRM metadata are available in the business workspace of the corresponding business object through
categories and related workspaces. The user can navigate between related business objects via related
workspace widgets. This provides the end user with a 360 degree view of the complete CRM business
process.
With this Extended ECM integration, also non-CRM users can access data and documents of the CRM
object.
You can enable users of SAP CRM to add a document from a business workspace as an email
attachment. This function is available for Web Client UI and Interaction Center Web Client UI.
OpenText continuously improves the Extended ECM solution accelerators. We are very much interested
in your feedback. Please use the Extended ECM forum in OTDN to give us your feedback.
3
SAP CRM
SAP Extended ECM Solution Accelerator
Content
1 Summary ......................................................................................................................................... 3
4
SAP CRM
SAP Extended ECM Solution Accelerator
5
SAP CRM
SAP Extended ECM Solution Accelerator
Including Business Workspaces - in the existing CRM scenarios, you can include corresponding
business workspaces.
Adding Business References - the user can relate existing ECM documents or folders to the CRM
account using the Business Reference capability of xECM.
Using full ECM capabilities - the end user has access to all content related to the account and can
use full ECM capabilities within CRM, for example, Fulltext search, Content Filter, Activity Feed, and
a standardized folder structure.
Using document management of Content Server - you can use document management
capabilities of OpenText Content Server, for example, versioning and auditing.
Displaying CRM metadata - the CRM metadata is available in the business workspace of the
corresponding business object through categories and related workspaces.
360 degree view - The user can navigate between related business objects via related workspace
widgets. This allows the end user a 360 degree view of the complete CRM business process.
Records Management for CRM documents - you can apply OpenText Records Management to
CRM documents, thus having complete control over the document life cycle.
Providing access for non-CRM users - with this Extended ECM integration, also non-CRM users
can access data and documents of the CRM object.
Adding documents as email attachment - you can enable users of SAP CRM to add a document
from the business workspace as an email attachment. This function is available for Web Client UI and
Interaction Center Web Client UI.
6
SAP CRM
SAP Extended ECM Solution Accelerator
Example: Bid Management and Proposal Process in SAP CRM and SAP Extended ECM
7
SAP CRM
SAP Extended ECM Solution Accelerator
8
SAP CRM
SAP Extended ECM Solution Accelerator
The respective user has access to all content related to the account and can use full ECM capabilities
within CRM, for example, Fulltext search, Content Filter, Activity Feed, and a standardized folder
structure.
9
SAP CRM
SAP Extended ECM Solution Accelerator
The user can relate existing ECM documents or folders to the CRM account using the Business
Reference capability of xECM:
1. Expand the Business Reference area and click Create.
10
SAP CRM
SAP Extended ECM Solution Accelerator
2. In the dialog showing the filing structure within the ECM system in OpenText Content Server,
select an ECM item to link with the current CRM Business Partner and click Create.
11
SAP CRM
SAP Extended ECM Solution Accelerator
In the CRM Business Partner business workspace, the user can navigate between the business
workspaces of the related business objects via Related Items Side Bar Widgets. You can also
configure additional sidebar widgets according to your requirements.
You can enable users of SAP CRM to add a document from the business workspace as an email
attachment. This function is available for Web Client UI and Interaction Center Web Client UI.
12
SAP CRM
SAP Extended ECM Solution Accelerator
13
SAP CRM
SAP Extended ECM Solution Accelerator
14
SAP CRM
SAP Extended ECM Solution Accelerator
15
SAP CRM
SAP Extended ECM Solution Accelerator
16
SAP CRM
SAP Extended ECM Solution Accelerator
17
SAP CRM
SAP Extended ECM Solution Accelerator
18
SAP CRM
SAP Extended ECM Solution Accelerator
19
SAP CRM
SAP Extended ECM Solution Accelerator
The user can navigate between the business workspaces of the related business objects via
Related Items Side Bar Widgets.
CRM metadata are displayed in an Attributes sidebar widget.
20
SAP CRM
SAP Extended ECM Solution Accelerator
21
SAP CRM
SAP Extended ECM Solution Accelerator
22
SAP CRM
SAP Extended ECM Solution Accelerator
23
SAP CRM
SAP Extended ECM Solution Accelerator
Extended ECM:
SAP Extended ECM in the following versions with the respective prerequisites:
10.5.0 SP1
24
SAP CRM
SAP Extended ECM Solution Accelerator
For details about SAP Extended ECM, its installation and configuration, see the official product
documentation in OpenText Knowledge Center:
(https://knowledge.opentext.com/knowledge/cs.dll/Open/34046660).
This document assumes that you are familiar with Extended ECM for SAP Solutions and SAP CRM.
For more information about the import of categories, see the Content Server XML Import and Export
Guide (LLESCOR-PGD).
General
Contract Number
Net Value
Currency
Sold-to Party
Ship-to Party
Description
PO Number
PO Date
Contract Data
25
SAP CRM
SAP Extended ECM Solution Accelerator
Shipping
Overall Status
Delivery Status
26
SAP CRM
SAP Extended ECM Solution Accelerator
General
Order Number
Order Type
Net Value
Currency
Sold-to Party
Ship-to Party
PO Number
PO Date
Sales
Shipping
Delivery Status
Overall Status
Type of Sales Transaction
Name of Sold to Party
27
SAP CRM
SAP Extended ECM Solution Accelerator
CRM Product
General Data
Product ID
Description
Base Unit
Categories
Category ID
Partner ID
First name
Last name
Street
House number
City
Postal code
Country code
Phone number
Email address
28
SAP CRM
SAP Extended ECM Solution Accelerator
CRM Opportunity
ID
Description
Sales OrgCD
SalesOfficeCD
Employee ResponsibleID
Employee Responsible
ShipToPartyID
ShipToPartyName
SalesDate
ID
Description
Sales OrgCD
SalesOfficeCD
Employee ResponsibleID
Employee Responsible
SoldToPartyID
SoldToPartyName
ShipToPartyID
ShipToPartyName
ContractStartDate
ContractEndDate
29
SAP CRM
SAP Extended ECM Solution Accelerator
For more information, see Creating a classification for document templates in the ECMLink Customizing
Guide (ERLK-CGD).
For more information, see Creating a location for the business workspaces in the ECMLink Customizing
Guide (ERLK-CGD).
30
SAP CRM
SAP Extended ECM Solution Accelerator
For the Business partners BUS1006 business object, create a workspace template that contains at
least a Related Workspaces folder.
Create workspace templates for the other business object types product, sales order, quotation, and
sales contract according your requirements.
For more information, see Defining a document template for business workspaces in the ECMLink
Customizing Guide (ERLK-CGD).
For more information, see Creating a workspace type in the ECMLink Customizing Guide (ERLK-CGD).
Also create Related Items Side Bar Widgets for the Business partner workspace, using the respective
workspace types. Add other sidebar widgets according your requirements.
31
SAP CRM
SAP Extended ECM Solution Accelerator
32
SAP CRM
SAP Extended ECM Solution Accelerator
33
SAP CRM
SAP Extended ECM Solution Accelerator
34
SAP CRM
SAP Extended ECM Solution Accelerator
35
SAP CRM
SAP Extended ECM Solution Accelerator
36
SAP CRM
SAP Extended ECM Solution Accelerator
37
SAP CRM
SAP Extended ECM Solution Accelerator
38
SAP CRM
SAP Extended ECM Solution Accelerator
39
SAP CRM
SAP Extended ECM Solution Accelerator
1. For the Business partner business object (BUS1006), map the following properties to the
category attributes that you have imported in a previous step. You can add as many properties as
you want if you have imported the corresponding category attributes.
STREET Street
CITY City
BUSINESSPARTNER1 Partner ID
40
SAP CRM
SAP Extended ECM Solution Accelerator
41
SAP CRM
SAP Extended ECM Solution Accelerator
42
SAP CRM
SAP Extended ECM Solution Accelerator
Product (BUS1178):
General Data
PRODUCT_ID Product ID
PRODUCT_TEXT Description
BASE_UNIT Base Unit
Categories Data
CATEGORY_ID Category ID
CATEGORY_TEXT Category Name
HIERARCHY_TEXT Hierarchy
BASE_CAT Base Category
43
SAP CRM
SAP Extended ECM Solution Accelerator
General Data
CURRENCY Currency
NET_VALUE Net Value
OBJECT_ID Order Number
PROCESS_TYPE Order Type
SHIP Ship-to Party
SOLD Sold-to Party
Sales Data
PMNTTRMS Payment Terms
REQ_DLV_DATE Requested Delivery Date
Shipping Data
DELIVERED Delivery Status
COMPLETED Overall Status
44
SAP CRM
SAP Extended ECM Solution Accelerator
45
SAP CRM
SAP Extended ECM Solution Accelerator
Shipping Data
DELIVERED Delivery Status
COMPLETED Overall Status
46
SAP CRM
SAP Extended ECM Solution Accelerator
47
SAP CRM
SAP Extended ECM Solution Accelerator
For more information, see Creating a business object declaration in SAP in the ECMLink Customizing
Guide (ERLK-CGD).
For this solution accelerator, customize the specific settings for the business object types as follows:
1. In the Business Object Declaration dialog, create and configure the following business object
declarations:
For the Business partner business object:
Object Type BUS1006
Property Provider /OTX/RMCRMSA_CL_PP_BUPA
Search Help Name
For the Product business object:
Object Type BUS1178
Property Provider /OTX/RMCRMSA_CL_PP_PROD
Search Help Name
For the Sales contract business object:
Object Type BUS2000121
Property Provider /OTX/RMCRMSA_CL_PP_CONTRACT
Search Help Name
For the Sales order/Quotation business object:
Object Type BUS2000115
Property Provider /OTX/RMCRMSA_CL_PP_QUOT
Search Help Name
For the Service Contract business object:
Object Type BUS2000112
Property Provider /OTX/RMCRMSA_CL_PP_SRVCONTRACT
48
SAP CRM
SAP Extended ECM Solution Accelerator
To configure Receiver Module Events for SAP business objects, generally proceed as described in
OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): Configuring eventing for
business workspaces and business attachments.
Customize the solution accelerator specific settings for the SAP business objects as follows:
In IMG, navigate to the ECMLink > Maintain Receiver Module Events activity and click
Execute. Create the following entry:
Object Category: BOR Object Type
Object Type: BUS1006
Event: Changed
Receiver Type: XECM
Receiver Call: Function Module
Receiver Function Module: /OTX/RM_WSC_UPD
Check Function Module: empty
Receiver Type Function Module: empty
Destination of Receiver: NONE
49
SAP CRM
SAP Extended ECM Solution Accelerator
Note: You use the same SAP business object for sales order and quotation. To create separate
workspaces for sales order and quotation on the Content Server, you must maintain the work space
locations for sales order and quotation separately using table maintenance generator SM30 for the
custom table /OTX/SA_CRM_STTY.
50
SAP CRM
SAP Extended ECM Solution Accelerator
51
SAP CRM
SAP Extended ECM Solution Accelerator
Note: If you are completely new to the way the SAP CRM Web UI framework works, refer to the
documentation and literature on Web UI development for a better understanding.
52
SAP CRM
SAP Extended ECM Solution Accelerator
1. You need an enhancement set active in the client you want to use. If there is no active
enhancement set, create one. For information on how to create an enhancement set, see the
respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the component
you want to enhance, for example BP_HEAD for business partners. Access the workbench
with your active enhancement set.
3. If your component has not been enhanced yet, create an enhancement for it using the
Enhance Component button.
4. In the Runtime Repository Editor, switch to the edit mode and add a new component usage,
for example CUECMLink. The new component usage should use the
/OTX/RMCRM_GS_ECMLK component and the
/OTX/RMCRM_GS_ECMLK/WrkSpceWindow interface view for business workspaces.
53
SAP CRM
SAP Extended ECM Solution Accelerator
For example, for business partners, go to the BP_HEAD\BPHEADOverview view set. To the
OverviewPage view area, add the
/OTX/RMCRM_GS_ECMLK/WrkSpceWindow view for business workspaces and the
/OTX/RMCRM_GS_ECMLK/BusRefWindow view for business attachments.
54
SAP CRM
SAP Extended ECM Solution Accelerator
Note: If you are using multiple languages, log on in each language and define the title in
the corresponding language.
For more information about SAP CRM and the Web Client UI framework, see the respective SAP
documentation in the SAP Help Portal (http:\\help.sap.com):
SAP CRM:
http://help.sap.com/saphelp_crm70/helpdata/en/19/68a028d02b460fa899066d94
8ed3ab/frameset.htm
Web Client UI framework:
http://help.sap.com/saphelp_crm70/helpdata/en/4d/2ae3f79e1d49d9be306f7768
d55fba/frameset.htm
Notes:
To identify the BSP component to be enhanced, place the cursor on the key field and press
F2, to get the component details help in CRM Web UI.
If you want to use the SAP CRM business object Campaign for business workspaces or
business attachments, you must redefine the WD_USAGE_INITIALIZE method of the
overview page.
If the predefined SAP mapping of SAP CRM objects to BOR objects is not suitable for your
needs, you can implement a BAdI using the IMG activity CRM Settings > BAdI: Business
Object Binding.
4.3.2 Customizing the integration into SAP CRM Interaction Center Web
Client UI
You can make business workspaces and business attachments available in the SAP CRM
Interaction Center Web Client UI. The business workspace and the business attachments are
displayed as tabs.
55
SAP CRM
SAP Extended ECM Solution Accelerator
Note: If you are completely new to the way the SAP CRM Web UI framework works, refer to the
documentation and literature on Web UI development for a better understanding.
1. You need an enhancement set active in the client you want to use. If there is no active
enhancement set, create one. For information on how to create an enhancement set, see
the respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the
component you want to enhance, for example IUICOVW, which is the overview page for
business partners in IC Utilities.
56
SAP CRM
SAP Extended ECM Solution Accelerator
3. If your component has not been enhanced yet, create an enhancement for it.
a. Click Enhance Component.
b. Enter the name of the enhancement set and click Ok.
c. Enter a name for the new application that is created as part of the component
enhancement and click Ok.
4. In the Runtime Repository Editor, start the edit mode and add a new component usage,
for example usageECMLink.
The new component usage should use the /OTX/RMCRM_GS_ECMLK component and
the /OTX/RMCRM_GS_ECMLK/WrkSpceWindow interface view for business
workspaces.
For example, for the overview page for business partners in IC Utilities, go to the
IUICOVW/BottomVS view set. To the view area BottomVA, add the
57
SAP CRM
SAP Extended ECM Solution Accelerator
For example, for the overview page for business partners in IC Utilities, go to the
IUICOVW/AccOvwNav view.
9. On the View Structure tab in the right pane, navigate to View Controller. To open the
view controller class, double-click on the implementation class of the view controller.
a. Switch to the edit mode.
b. Clear the Filter option.
c. Click Redefine and redefine the FILL_TABLE method of the view controller with the
following coding:
METHOD fill_table.
* Super method
super->fill_table( ).
* OpenText Links
ls_link-id = 'AccWrkSp'.
ls_link-text = 'Business Workspace'.
ls_link-onclick = 'WORKSPACE_CLICKED'.
APPEND ls_link TO links_tab.
ls_link-id = 'AccBusRef'.
ls_link-text = 'Business Attachment'.
ls_link-onclick = 'BUSREF_CLICKED'.
APPEND ls_link TO links_tab.
ENDMETHOD.
d. To activate the code, click Activate.
e. To return to the Component Structure Browser, click Back twice.
10. On the View Structure tab in the right pane, navigate to Outbound Plugs.
a. On the context menu of Outbound Plugs, click Create and create the following
outbound plugs:
OP_ACCWRKSPACE for business workspaces
OP_ACCBUSREF for business attachments
Tip: The OP_ prefix is added automatically. You only need to provide the plug
name.
58
SAP CRM
SAP Extended ECM Solution Accelerator
11. On the View Structure tab in the right pane, navigate to Event Handler.
a. On the context menu of Event Handler, click Create and create the following event
handlers:
EH_O
NWORKSPACE_CLICKED for business workspaces for the event
WORKSPACE_CLICKED
EH_ONBUSREF_CLICKED for business attachments for the event
BUSREF_CLICKED
Tip: The EH_ON prefix is added automatically. You only need to provide the
actual name.
Note: The name of the event is case sensitive. Provide the name of the events
exactly like stated in uppercase.
12. In the Runtime Repository Editor, go to Navigational Links and add an entry for every
new tab.
Add the navigational link NavToAccWrkspace for the workspace tab and NavToAccBusRef
for the business attachment tab.
The source is the current enhanced view with the relevant outbound plug:
59
SAP CRM
SAP Extended ECM Solution Accelerator
For example, for the overview page for business partners in IC Utilities, add the following
navigational links:
For example, for the overview page for business partners in IC Utilities, go to the
IUICOVW/MainWindow window.
For example, for the overview page for business partners in IC Utilities, implement
the following coding:
METHOD if_bsp_wd_history_state_descr~get_main_entity.
rv_entity ?= typed_context->account-
>collection_wrapper>get_current( ).
ENDMETHOD.
Note: If the predefined SAP mapping of SAP CRM objects to BOR objects is not suitable for your
needs, you can implement a BAdI using the IMG activity CRM Settings > BAdI: Business Object
Binding.
60
SAP CRM
SAP Extended ECM Solution Accelerator
Special cases:
If you want to use the SAP CRM business object Product (UI Component PRD01OV) for business
workspaces or business attachments, you must additionally implement the CRM_PRODIL_UIU_BADI
BAdI:
1. Open the IMG and go to Customer Relationship Management > Master Data > Products>
Business Add-Ins > BAdI: Enhancements in CRM WebClient UI for Products.
2. Implement method GET_VIEWS_TO_DISPLAY as follows:
METHOD if_ex_crm_prodil_uiu_badi~get_views_to_display.
DATA:
ls_view-bsp_appl = ls_static_view-component.
ls_view-viewname = ls_static_view-viewname.
APPEND ls_view TO ct_views.
ENDLOOP.
ENDMETHOD.
If you want to use the SAP CRM business object Installed Base (UI Component IBMAIN), note that
there is an error in SAP code in determining the key of the BOR Object. For a workaround proceed
like this:
IF lv_name = cl_crm_ibase_il_constant=>root_object.
rs_result-objkey = lr_entity-
ELSE.
61
SAP CRM
SAP Extended ECM Solution Accelerator
rs_result-objkey = lr_entity-
ENDIF.
2. Customize this class in IMG: Customer Relationship Management > UI Framework >
Technical Role Definition > Define Object Mapping for Object IBHeader.
Custom BAdI for mapping:
If the predefined SAP mapping of SAP CRM objects to BOR objects is not suitable for your needs,
you can implement a BAdI using the IMG activity CRM Settings > BAdI: Business Object Binding.
To enable this function, you add a button to the email creation pages of SAP CRM Web Client UI or
SAP CRM Interaction Center Web Client UI. The user can click this button to select a document from
a business workspace and attach it to the email.
62
SAP CRM
SAP Extended ECM Solution Accelerator
For more information about the user experience, see Adding a business workspace document to an
email in OpenText ECMLink for SAP Solutions - User Guide (ERLK-UGD).
For more information about SAP CRM and the Web Client UI framework, see the respective SAP
documentation in the SAP Help Portal (http:\\help.sap.com):
SAP CRM:
http://help.sap.com/saphelp_crm70/helpdata/en/19/68a028d02b460fa899066d94
8ed3ab/frameset.htm
Web Client UI framework:
http://help.sap.com/saphelp_crm70/helpdata/en/4d/2ae3f79e1d49d9be306f7768
d55fba/frameset.htm
4.3.4 Integrating Content Server access into the Web Client email screen
To edit the email component for business workspace integration:
1. You need an active enhancement set in the client that you want to use. If there is no
active enhancement set, create one. For information on how to create an enhancement
set, see the respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the
component BT126H_MAIL for the email page. Access the workbench with your active
enhancement set.
3. If component BT126H_MAIL has not been enhanced yet, create an enhancement for it:
4. In the Runtime Repository Editor, switch to the edit mode. From the
ComponentUsages context menu, select Add Component Usage to add the new
component usage CUCSTargetTree with the following parameters:
63
SAP CRM
SAP Extended ECM Solution Accelerator
component /OTX/RMCRM_TARG_TREE
interface view /OTX/RMCRM_TARG_TREE/TargetTreeWindow
7. On the View Structure tab in the right pane, navigate to View Controller. To open the view
controller class, double-click the implementation class of the view controller.
a. Open the Attributes tab.
b. Switch to the edit mode.
c. Add the new attribute MH_ADDATTACHMENTCS_HELPER with the following
parameters.
Attribute: MH_ADDATTACHMENTCS_HELPER
Level: Instance Attribute
Visibility: Private
Typing: Type Ref To
Associated Type: /OTX/RMCRM_CL_BT126H_MAIL
64
SAP CRM
SAP Extended ECM Solution Accelerator
Note: The name of the event is case sensitive. Provide the name of the events
exactly like stated in uppercase.
Tip: The EN_ON prefix is added automatically. You only need to provide the name of
the event.
METHOD eh_onaddattachmentcs.
IF mh_addattachmentcs_helper IS INITIAL.
CREATE OBJECT mh_addattachmentcs_helper
EXPORTING pih_view_controller = me
pih_component_controller = me->comp_controller. ENDIF.
mh_addattachmentcs_helper->open_target_tree_popup(pih_view_context=
me->typed_context ).
ENDMETHOD.
Click Activate to activate the code. Then click Back.
65
SAP CRM
SAP Extended ECM Solution Accelerator
9. On the View Structure tab in the right pane, navigate to View Layout.
a. Double-click the page send_screen.htm to open it.
b. Find the tag <thtmlb:button id="CM_SearchButtonGrp" . />
c. Directly under this tag, add the following tag:
<thtmlb:button id="AddAttachmentCSButton"
onClick="ADDATTACHMENTCS"
text="<%=page->otr_trim( '/OTX/RMCRM_EMAIL_ATTACHMENT/
ADDATTACHMENTCS_BTN' ) %>"
tooltip="<%=page->otr_trim( '/OTX/
RMCRM_EMAIL_ATTACHMENT/ADDATTACHMENTCS_BTN' ) %>"/>
66
SAP CRM
SAP Extended ECM Solution Accelerator
1. You need an enhancement set active in the client you want to use. If there is no active
enhancement set, create one. For information on how to create an enhancement set, see the
respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the component
CRMCMP_CCS_EML for the email page. Access the workbench with your active enhancement
set.
3. If the CRMCMP_CCS_EML component has not been enhanced yet, create an enhancement for it.
a. Click Enhance Component.
b. Enter the name of the enhancement set, and click Okay.
c. Enter a name for the new application that is created as part of the component
enhancement, for example Z_CRMCMP_CCS_EM, and click Okay.
4. In the Runtime Repository Editor, switch to the edit mode. From the ComponentUsages
context menu, select Add Component Usage to add the new component usage
CUCSTargetTree with the following parameters:
component /OTX/RMCRM_TARG_TREE
interface view /OTX/RMCRM_TARG_TREE/TargetTreeWindow
67
SAP CRM
SAP Extended ECM Solution Accelerator
7. On the View Structure tab in the right pane, navigate to View Controller. To open the view
controller class, double-click the implementation class of the view controller.
a. Open the Attributes tab.
b. Switch to the edit mode.
c. Add the new attribute MH_ADDATTACHMENTCS_HELPER with the following
parameters.
Attribute: MH_ADDATTACHMENTCS_HELPER
Level: Instance Attribute
Visibility: Private
Typing: Type Ref To
Associated Type: /OTX/RMCRM_CL_CRMCMP_CCS_EML
8. On the View Structure tab in the right pane, navigate to Event Handler.
a. On the context menu of Event Handler, click Create and create the following event
handlers:
EH_ONADDATTACHMENTCS for the event ADDATTACHMENTCS
EH_ONADDATTACHMENTCS_CLOSED for the event
ADDATTACHMENTCS_CLOSED
Note: The name of the event is case sensitive. Provide the name of the events
exactly like stated in uppercase.
68
SAP CRM
SAP Extended ECM Solution Accelerator
Tip: The EN_ON prefix is added automatically. You only need to provide the name of
the event.
IF mh_addattachmentcs_helper IS INITIAL.
CREATE OBJECT mh_addattachmentcs_helper
EXPORTING
pih_view_controller = me
pih_component_controller = me->comp_controller.
ENDIF.
mh_addattachmentcs_helper->open_target_tree_popup(pih_view_context =
me->typed_context ).
ENDMETHOD.
mh_addattachmentcs_helper->target_tree_popup_closed(pih_view_context =
me->typed_context ).
ENDMETHOD.
9. On the View Structure tab in the right pane, navigate to View Layout.
a. Double-click the page MailAttachments.htm to open it.
b. Find the tag <thtmlb:fileUpload id="myFileUpload1" />
c. Directly under this tag, add the following tag:
<thtmlb:button id="AddAttachmentCSButton"
onClick="ADDATTACHMENTCS"
text="<%=page->otr_trim( '/OTX/RMCRM_EMAIL_ATTACHMENT/
ADDATTACHMENTCS_BTN' ) %>"
tooltip="<%=page->otr_trim( '/OTX/
RMCRM_EMAIL_ATTACHMENT/ADDATTACHMENTCS_BTN' ) %>"/>
69
SAP CRM
SAP Extended ECM Solution Accelerator
70
SAP CRM
SAP Extended ECM Solution Accelerator
5 About OpenText
OpenText provides Enterprise Information Management software that enables companies of all sizes and
industries to manage, secure and leverage their unstructured business information, either in their data
center or in the cloud. Over 50,000 companies already use OpenText solutions to unleash the power of
their information. To learn more about OpenText (NASDAQ: OTEX; TSX: OTC), please
visit www.opentext.com.
71