You are on page 1of 57

Overview Presentation

New UI Framework Capabilities

SAP Enhancement Package 1 for SAP CRM 7.0

Objectives

At the end of this unit, you will be able to:

Understand and know how to use the new CRM UI Framework Features for SAP EHP1 for SAP CRM 7.0:

Dashboards Object Tagging and Favorites Go-to Menu and Action Menu

Paste in Tables
Logo Exchange Rapid Applications Mash-ups

SAP 2009 / Page 2

Agenda

1.Introduction 2.Search Enhancements 3.UI Highlights 4.UI Configuration 5.Extensibility 6.New Capabilities for Implementation Projects

SAP 2008 / Page 3

Web Client User Interface SAP EHP1 for SAP CRM 7.0 Key Features
The Web Client User Interface is the first step into a new era of SAP CRM user interfaces regarding usability and flexibility for the business user.

State-of-the-art, modern user interface leveraging Web 2.0 paradigms Simple information and navigation architecture to facilitate finding, reviewing and editing of information Broad personalization capabilities across all software areas to let the user decide how he works best

Simple but flexible UI configuration capabilities to pre-define the user interface for user groups

Web Client User Interface SAP EHP1 for SAP CRM 7.0 Key Benefits

High user adoption rate as immediately you will feel familiar with the User Interface CRM 2.0 Web 2.0 themes integrated to facilitate ease of use Easy and flexible personalization and configuration to adapt to what your users really need Extensible to meet customer needs Rich functionality through all areas of CRM

Simple

Flexible

Powerful

Agenda

1.Introduction 2.Search Enhancements 3.UI Highlights 4.UI Configuration 5.Extensibility 6.New Capabilities for Implementation Projects

SAP 2008 / Page 6

Search Enhancements
Key Features

Search Features

User Interface

Modeling

Free-Text Search Fuzzy Search Wildcard Search Search Multiple Attributes as modeled per Business Object Cross-Object Search Authorization Checks executed on search engine

Search centrally available on all screens

Direct filter for a single object type


Grouped, cross-object search result page Personalization of result view per object type Personalization of search result page

Overview of template attributes in CRM Enterprise Search Workbench * Automated resolution of 1:1 relations (double speed, half memory consumption) * 94 most required CRM objects are delivered out of the box * Custom objects can be created and modeled

* New in SAP EHP1 for SAP CRM 7.0

Search Enhancements
Simple Search

Simplicity

Free-text search across business objects available on all screens


Common search UI across all business roles and CRM applications Enable search for own objects Adapt search models to your needs Integration with Enterprise Search technology of SAP NetWeaver

Flexibility

Speed

Search Enhancements
Enabling Enterprise Search
Model your objects for search according to your needs.

Model Overview displays a summary list of marked attributes *

Search Templates for 94 most-required CRM Business Objects are delivered outof-the-box *
CRM Enterprise Search Modeling Workbench is based on CRM Business Object Layer (BOL) Attributes of Business Objects are marked as search criteria and/or search results in Search Templates

* New in SAP EHP1 for SAP CRM 7.0

Search Enhancements
Search Page - Capabilities and UI Elements
Choose search criteria Select search operator Enter search value incl. Multi-ValueSearch* Hide search criteria area

Add or remove search criteria Search criteria area Result list short info Result list toolbar Search result list area Define maximum number of results

Save current search model

Personalize result list Export result list to XLS* Show Table Graphically

Hyperlink to detailed information


SAP 2009 / Page 10

Sort/Filter via click on column header

Page through result list * New in SAP EHP1 for SAP CRM 7.0

Search Enhancements
Paste Multiple Search Values

Ability to paste multiple values into the advanced search in a familiar and efficient way

Paste

This feature enables the user to paste multiple values from applications such as MS Excel into an editable field in the advanced search As a result of such paste operation, each pasted value is represented by a separate line in the Advanced Search view To facilitate handling of a large number of lines we introduced the concept of grouped rows: If successive rows have the same attribute (e.g. "Product ID") and the same operator (e.g. "is"), the user can collapse such a group by clicking on the visual indicator for collapsing
* New in SAP EHP1 for SAP CRM 7.0

SAP 2009 / Page 11

Agenda

1.Introduction 2.Search Enhancements 3.UI Highlights


Dashboards Object Tagging and Favorites Go-To Menu & Action Menu Paste in Tables Central Sharing Tool Tray/Icon Personalization Enhanced Table Features Tab Chain Definition Tile Layout Personalization Other Personalization Options Task Based UI Alternative Progress Indicator Type

4.UI Configuration 5. Extensibility 6. New Capabilities for Implementation Projects

SAP 2008 / Page 12

Dashboards

Enrich your Home page with Analytical Insight

Choose from All or Favorite Reports

A user can embed one (or many) dashboard(s) on his homepage simply via personalization. To do so the user can choose from the repository of all reports (of his role) or from the favorite reports. The chosen dashboards will appear as content block on the home page

Content Block with Dashboard on HOME

SAP 2009 / Page 13

New in SAP EHP1 for SAP CRM 7.0

Object Tagging and Favorites


Favorites

Mark an object instance as your favorite with one click One-Click access to favorites on HOME page Manage your favorites as you know it from your Web browser (own folders and sub folders) Optionally share favorites with the community

Tagging

Possibility to maintain user-specific tags to every object instance Explore tag cloud on home page use it for quick access to information

My cloud, community cloud, popular tags, my recent tags, sorting , personalization, and search capabilities

Switch on/off tagging functionality via personal settings


New in SAP EHP1 for SAP CRM 7.0

SAP 2009 / Page 14

Go-to Menu and Action Menu


Go-To Menu

Quick overview of what content is available on OVP Quick navigation to any assignment block wherever you are on the overview page Sequence in drop down menu follows the real OVP structure Available optionally

Action Menu

The Actions menu is an icon that is strategically assigned to a field and can be used as both a status/ presence indicator as well as a menu when clicked, in which actions related to the field can be triggered Action Menu feature supports the form views and tables
New in SAP EHP1 for SAP CRM 7.0

SAP 2009 / Page 15

Paste in Tables
Ability to paste text in single or multiple cells from e.g. Microsoft Excel to existing tables in the Web Client User Interface.

Source - Copy

Cursor - Paste

No need to re-type content that is already available

Supports read-only/non-editable fields in which if a paste is performed over these fields, the pasted data will be discarded and the original data remains unchanged
This process supports the following: Checkboxes, Drop-Down List Boxes and All Text
New in SAP EHP1 for SAP CRM 7.0

SAP 2009 / Page 16

Central Sharing Tool (CST)


Share information with your colleagues

Ability to share Tags, Favorites, Saved Searches, and Favorite Reports

Ability to share across business roles, user, organizations, and positions


Personalizable My Sharebox on HOME page - to get a quick overview

My Sharebox on HOME page

Central Sharing Tool Application

Central Sharing Tool (separate page) - allowing easy selection of items to share as well as colleagues to share with, incl. notes field
The Central Sharing Tool introduces the notion of a Super Sharer, Sharer, and Recipient differentiating capabilities a user has using the CST
New in SAP EHP1 for SAP CRM 7.0

SAP 2009 / Page 17

Tray/Icon Personalization
The Home Page
The HOME page is the starting point for every user in the daily business. It contains the most important personal information and access to the most frequently used tools.

Predefined content for


Appointments, tasks, reports Alerts and workflow tasks Application-, Web-Links, Widgets Tag Cloud* ( see slides later for
details)

Favorites* (see slides later for


details)

Direct content personalization* Graphical pictograms possible as content identifier (incl. personalization*)

SAP 2009 / Page 19

* New in SAP EHP1 for SAP CRM 7.0

Tray/Icon Personalization
Personalization Options
Make the software work the way you do

Personalize* pictograms per assignment block

Drag & Drop

Available for skins using pictograms as content identifiers Admin makes pictograms available for personalization

Valid for Home, Work Center pages, and Reports page

Pictogram Personalization*

SAP 2009 / Page 20

* New in SAP EHP1 for SAP CRM 7.0

Enhanced Table Features


Increased flexibility and productivity

Using SHIFT

Use SHIFT and CTRL to easier select several rows or ranges of rows Performance improved vertical scrolling (optional) Capability to fix columns (left or right) in horizontally scrollable tables Using CTRL New Scrolling

Keyboard handling table: The arrow keys can now be used to navigate to contents within a table.
Click on inactive(non-editable) cell in an editable table triggers selection of the row If rows are selected in a table and then the table rows are filtered, the selection of rows is removed.
New in SAP EHP1 for SAP CRM 7.0

Fix Columns

SAP 2009 / Page 21

Tab Chain Definition


Tab Chain Personalization in Form Assignment Blocks

Define your personal tab sequence

Allow your users to increase productivity while maintaining information A user can define for any formbased assignment block where to start the data maintenance and in which sequence <tab> should navigate through the editable fields Tab sequence definition is switched on via right aligned icon in the assignment block title bar

SAP 2009 / Page 22

New in SAP EHP1 for SAP CRM 7.0

Tile layout Personalization

As an alternative to the single column layout - which is mostly the default layout for SAP CRM roles - a single object can also be visualized in a tile layout.

Personalize* tile layout (drag & drop as well as separate personalization dialogue) The visual design* of tile layout has been aligned with single column layout, incl. an automatic overflow mechanism* in case of insufficient space

SAP 2009 / Page 23

* New in SAP EHP1 for SAP CRM 7.0

Other Personalization Options


Create Multiple Table Views (Layouts)
Personalization and Usage of Table Views (Layouts)

The user can define multiple personalization views for a table and save them under specific view names
All personalization settings are stored within a view

Direct changes via drag & drop update the current view
The personalized views are available to the user via an automatically added DDLB in the table (or AB) toolbar

Via the personalization popup you can create multiple views as well as delete or rename a view

SAP 2009 / Page 24

New in SAP EHP1 for SAP CRM 7.0

Other Personalization Options


Personalization for Drop Down list Box
Central Personalization

Personal Settings for Dropdown Lists

A DDLB can show the key as well as the value, incl. sorting based on one of them Via central personalization ( SETTINGS area) the following features can be set:

Show keys in dropdown list Sort dropdown list either by default sorting order (set by the application), by value or by key

Sorted by Default

You can type the first letters of the item or key in the field of the dropdown list, and the relevant item is selected

Sorted by Key
Sorted by Value

SAP 2009 / Page 25

New in SAP EHP1 for SAP CRM 7.0

Task Based UI
A Guidance For Your Users

Visualization of substeps and animated scrolling for structuring complex tasks*

As we can see in the screenshot ,substeps of Step 3 can be visualized.


Simplify a complex task by dividing it into easy sub steps A roadmap provides a visual representation of the whole activity to the user Use buttons or the roadmap control for easy navigation Add explanatory texts for each step if required Freely define the sequence and content of the steps Reuse existing views or even tasks via simple embedding

SAP 2009 / Page 26

* New in SAP EHP1 for SAP CRM 7.0

Task Based UI UI Configuration

Additionally in the UI configuration tool the following options are possible:


Views can be reused. Tasks can be reused via embedding.

SAP 2007 // Page 27 SAP 2008 Page 27

* New in SAP EHP1 for SAP CRM 7.0

Alternative Progress Indicator Type


Decide how visible the progress indicator should be
Choose your progress indicator

The DEFAULT progress indicator type provides a very prominent feedback to the user that the system is currently processing a request The GRADIENT BAR progress indicator provides a more discreet option to let the user notice that the system is currently processing a request The GRADIENT BAR provides a white bar at the top of the screen which shows a blue mark flowing across it from left to right

DEFAULT Wait Notice

NEW Gradient Bar

SAP 2009 / Page 28

New in SAP EHP1 for SAP CRM 7.0

Agenda

1.Introduction 2.Searches 3.UI Highlights 4.UI Configuration Tile Layout Configuration Work Center/Home Page Logo Exchange UI Check Tools 5. Extensibility 6. New Capabilities for Implementation Projects

SAP 2008 / Page 29

UI Configuration
Key Features
Efficient and Holistic UI Configuration To adjust the CRM user interface to your corporate identity and to your business needs a bundle of integrated tools is provided Examples in UI Configuration

Tools

UI Configuration Tool Business Role and Navigation Bar Customizing Design Layer Customizing Application Enhancement Tool (AET) Rapid Applications and Mash-ups* Component Workbench

Create Mash-ups mapped to the fields on a view*


Create new applications based on DB Tables or Web services* Add new fields Position fields on views Rename field labels Use personalization Define captions Define Navigation Bar entries Easy Logo Exchange*

* New in SAP EHP1 for SAP CRM 7.0

UI Configuration
Key Benefits

Simplicity

Easy configuration even for power users Simple task achievable without training Really fine tune the user interface to your users needs Less time needed to rebuild screens, add or remove content

Flexibility

Speed

UI Configuration
Tile Layout Configuration

Configuration Capabilities

The Tile Layout is visualized by a table for each tile * Use drag and drop to move assignment blocks from the repository to the tables and between the tables *

SAP 2007 / Page 32

* New in SAP EHP1 for SAP CRM 7.0

UI Configuration
Work Center / Home Page

Configuration Capabilities

Define Pictograms* as Visual Identifier for content blocks Add blocks from assignment set Remove blocks from displayed assignments

SAP 2007 / Page 33

* New in SAP EHP1 for SAP CRM 7.0

UI Configuration
Logo Exchange
Supported Features
Logo Area Logo-Text Area

Capability to exchange the logo (browser-specific, skin-specific or across skins) without needing to create an own skin No need to modify CSS files for this simple task Upload YOUR logos and embed them using standard customizing approach The logo area has been enhanced with a freely definable text accompanying the logo Flexibly define the logo text rolespecific either in IMG or in the web client based Role Configuration

Logo Customizing

Logo-Text Customizing

SAP 2007 / Page 34 2008

New in SAP EHP1 for SAP CRM 7.0

UI Configuration
Check Tools

General Functions

Safeguards

Integration

Fine-granular or high-level definition of what to check Check results are persisted as application log Check results can be displayed grouped or as list Navigation from check result to location of issue Check tool can be run scheduled in batch-mode

Consistency of views enhanced by customers

Consistency of design layer definitions


Consistency of UI configurations Consistency of personalization data

Direct access to checks and runtime repository comparison within UI component workbench Transfer issue-location parameters with navigation Execution checks and runtime repository comparison via IMG after upgrades and/or corrections Export of check results to Excel

Automatic adjustments of personalization data


Consistency of runtime repositories

New in SAP EHP1 for SAP CRM 7.0

Check Tools
Key Benefits

Enhance Applications in CRM Component Workbench Apply SAP Corrections, Support Packages, and Upgrades Analyze & Reestablish Consistency with UI Framework Check Tools Increase Productivity by Detecting & Resolving actual Issues, as well as, potential Issues in your Custom Solution Gain Stability from Technical Consistency

Flexibility

Safeguarding

Stability

Check Tools Access via IMG or Component Workbench

SAP 2007 / Page 37

* New in SAP EHP1 for SAP CRM 7.0

Check Tools Check Result Grouped by Type, Component, View

SAP 2007 / Page 38

New in SAP EHP1 for SAP CRM 7.0

Agenda

1.Introduction 2.Searches 3.UI Highlights 4.UI Configuration 5. Extensibility Rapid Applications Mash-ups Application Enhancement Tool 7. New Capabilities for Implementation Projects

SAP 2008 / Page 39

Extensibility
Key Features
SAP CRM extensibility allows customers and partners to add new fields and views* to existing application with virtually no technical steps

The Application Enhancement Tool (AET) facilitates the creation of custom fields and views* The Rapid Applications* enable customers to integrate existing data from databases or web services into CRM applications The mash-up tool* allows customers and partner to easily define new content that combines data and services from internal and external sources. The extensibility toolset is seamlessly integrated in the UI configuration tool and available in the web client

Creating new content (fields and views*) can performed without deep technical knowledge
The newly created enhancements can be re-used across all existing applications

NOTE: Custom views* created via AET will be referred to as custom tables.

* New in SAP EHP1 for SAP CRM 7.0

Extensibility
Key Benefits

Flexibility

Define custom fields and views* that suite your exact business needs
Innovate by integrating and building on top of data and functionalities outside of SAP CRM*

Simplicity

Applications can be extended quickly and without any coding


Simple and user friendly set of tools that is seamlessly integrated with the frameworks toolset

Innovation

* New in SAP EHP1 for SAP CRM 7.0

Rapid Applications
Screenshot: Create an Application From a DB Table
Supported Features

Create Rapid Applications from DB Tables Create Rapid Applications from Web Services

Embed Rapid Applications into existing Applications


Define mapping between Rapid Applications and exiting applications

Define default values for use in Rapid Applications (e.g. to pass licence keys to a web service)
Display embedded Rapid Application as a form or table based assignment block

SAP 2007 / Page 42

New in SAP EHP1 for SAP CRM 7.0

Rapid Applications
Screenshots: Creation of a Rapid Application from a DB Table

SAP 2007 / Page 43

New in SAP EHP1 for SAP CRM 7.0

Mash-ups
Screenshot: Mash-up Definition
Supported Methods

Create a widget based on a URL or HTML/JS script Incorporate application and system data (label or value) into the widgets script Test the mash-up definition before saving it Modify the mash-up after creation Delete mash-ups Add the mash-up view to the overview page (as any other assignment block) Configure the mash-up view via the standard configuration tools

SAP 2007 / Page 44

New in SAP EHP1 for SAP CRM 7.0

Mash-ups
Screenshot: A Google Based Mash-up in Accounts

SAP 2007 / Page 45

New in SAP EHP1 for SAP CRM 7.0

Application Enhancement Tool


New Fields and Tables*
Supported Features

Create new fields and tables* that complement existing applications and best match your specific business needs
Define calculation expressions as part of the field definition* Migrate existing fields from EEWB to the new toolset (AET)* Extend the supported external interfaces - for example Mobile, R/3, BW and OLTP Reporting Easily reuse custom fields and tables* in applications that share common extension places Generate a form or table view based on the tables cardinality with respect to the extended object (1:1 or 1:N)*

SAP 2007 / Page 46

* New in SAP EHP1 for SAP CRM 7.0

Application Enhancement Tool


Screenshot: Enhancements Overview Page

New in SAP EHP1 for SAP CRM 7.0


SAP 2007 / Page 47

Agenda

1.Introduction 2.Searches 3.UI Highlights 4.UI Configuration 5.Extensibility 6. New Capabilities for Implementation Projects

Time Slider Overview Page Table Handling capabilities Message Handling capabilities Search Help Saved Searches Context Menu

SAP 2008 / Page 48

Disclaimer

The following slides describe new features and capabilities available with the WebClient UI Framework with SAP EhP1 for SAP CRM 7.0. A broad adoption of this features by applications based on this framework is not yet available, but they will provide great additional flexibility for most projects. So please regard the following slides as additional capabilities available for customer projects to be used and implemented based on customers needs on project basis only.

Time Slider

New tag allowing a time frame selection

You use the Time Slider tag to create a date visualization which allows users to select a range of dates via a slider One-click buttons available for selection of predefined time frames Time frame selection used to filter display of dependent information Time bar offers drill down functionality for year, month, and day Capability to show incidents directly in time bar Currently used in Utilities industry to narrow down displayed billing or meter reading documents and their details

Drag mouse to select time frame

Utilities Example

Show Incidents directly in slider


New in SAP EHP1 for SAP CRM 7.0

SAP 2009 / Page 50

Overview Page
Make whole OVP editable via central EDIT button

Focus on Power Users

Capability to provide a central EDIT button in the work area toolbar of an overview page Executing this button will switch all assignment blocks into edit mode (valid of course only for those assignment blocks that can be edited in place on the OVP) The project-based realization depends on the specific application regarding if and which additional coding is needed for a particular use case

All assignment blocks switched to edit mode

SAP 2009 / Page 51

New in SAP EHP1 for SAP CRM 7.0

Table Handling Capabilities

Following Features can be made available on a project basis

Fast Row Creation: New rows can be added to a table without processing a roundtrip, increasing work productivity Rows are added via AJAX request Fast Row Creation allows you to: Append 1 to N rows via click on a specific toolbar button Create up to N rows automatically when performing a paste operation from a spreadsheet Add a line automatically when hitting the tab key when being in the last editable element of a table
Frontend selection of rows (Multi-)selection in tables/trees can be triggered without processing a roundtrip on each selection. Increased productivity and efficiency Cannot be used in Master Detail scenarios in the master table Summation of Rows Calculations in tables incl. Personalization
New in SAP EHP1 for SAP CRM 7.0

SAP 2009 / Page 52

Message Handling Capabilities

New Capabilities to Facilitate Message Handling

Possibility to enrich message with a link navigating to messagecausing field (on the current page, not across pages) Possibility to highlight erroneous fields red (errors) or yellow (warnings) to further facilitate identification by user Navigation from message to corresponding field already available for fields set to mandatory in UI configuration tool

SAP 2009 / Page 53

New in SAP EHP1 for SAP CRM 7.0

Search Help Saved Searches

Saved Searches in Search Help


The concept of saved searches can be made available in search helps This includes the capability to save searches as well as making use of saved searches Corresponding controls are made available in the search help dialogue window

SAP 2009 / Page 54

New in SAP EHP1 for SAP CRM 7.0

Context Menu

Necessary framework for providing a context menu

Context Menu on Label

The necessary framework for a context menu incl. new tag is available When implemented the Context Menu will appear on right mouse click event e.g. on a field, a label, a picture etc. This context menu will suppress the browser-based context menu options The context menu is specific to the cursor position where the right mouse click is performed The Framework places the Show Field Info F2 automatically in the context menu
Context Menu on Page Context Menu on Field

SAP 2009 / Page 55

New in SAP EHP1 for SAP CRM 7.0

Lesson Summary

This unit covered

An Overview of the new CRM UI Framework Features


for SAP EHP1 for SAP CRM 7.0

You should now be able to understand and use the new features like
Dashboards Object Tagging and Favorites

Go-to Menu and Action Menu


Paste in Tables Logo Exchange Rapid Applications Mash-ups

SAP 2009 / Page 56

Further information SAP CRM

WebClient UI Framework Wiki https://wiki.wdf.sap.corp/display/WEBCUIF/Home+ Web+Client+UI+Framework SAP CRM - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-crm SAP CRM Demo Portal http://crmportal.wdf.sap.corp:1080 SAP CRM Wiki https://wiki.wdf.sap.corp/display/SAPCRMHub/Ho me SAP CRM - Help Portal http://help.sap.com/crm SAP Public Web http://www.sap.com/crm

THANK YOU FOR YOUR ATTENTION !