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SAP CRM 7.

0 EHP1 September 2013 English

CRM Generation (B01)


'(il$ing 'l )* C n%ig(rati n G(i$e

SAP AG Dietmar-H pp-Allee 1! !"1"0 #all$ r% German&

SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e

Copyright
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SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e

Icons
Icon Meaning Ca(ti n E2ample 0 te Re) mmen$ati n S&nta2

Typographic Conventions
Type Style Example text Description # r$s r )hara)ters that appear n the s)reen. 3hese in)l($e %iel$ names5 s)reen titles5 p(shb(tt ns as 1ell as men( names5 paths an$ pti ns. Cr ss-re%eren)es t Example text E9AMP:E 3E93 ther $ )(mentati n. Emphasi8e$ 1 r$s r phrases in b $& te2t5 titles % graphi)s an$ tables. 0ames % elements in the s&stem. 3hese in)l($e rep rt names5 pr gram names5 transa)ti n ) $es5 table names5 an$ in$i/i$(al *e& 1 r$s % a pr gramming lang(age5 1hen s(rr (n$e$ b& b $& te2t5 % r e2ample5 SE:EC3 an$ ;0C:<DE. S)reen (tp(t. 3his in)l($es %ile an$ $ire)t r& names an$ their paths5 messages5 s (r)e ) $e5 names % /ariables an$ parameters as 1ell as names % installati n5 (pgra$e an$ $atabase t ls. =e&s n the *e&b ar$5 % r e2ample5 %(n)ti n *e&s +s()h as F2, r the ENTER *e&. E2a)t (ser entr&. 3hese are 1 r$s r )hara)ters that & ( enter in the s&stem e2a)tl& as the& appear in the $ )(mentati n. >ariable (ser entr&. P inte$ bra)*ets in$i)ate that & ( repla)e these 1 r$s an$ )hara)ters 1ith appr priate entries.

Example text

EXAMPLE TEXT Example text <Example text>

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SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e

Contents

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SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e

Configuration Gui e
1 !urpose
3his b(il$ing bl )* $es)ribes the ne)essar& a)ti/ities t generate all ne)essar& r(ntime b@e)ts % r SAP CRM. 3his b(il$ing bl )* is the prereA(isite % r the installati n % all CRM s)enari s $eli/ere$ b& SAP 'est Pra)ti)es. 3he p(rp se % this $ )(ment is t $es)ribe the general ) n%ig(rati n steps reA(ire$ t man(all& set (p the ) n%ig(rati n 1ithin the s&stem lan$s)ape that has alrea$& been installe$ (sing the ) rresp n$ing ) n%ig(rati n g(i$es.

"

!reparation
#"#1 !rere$uisites

'e% re starting 1ith the installati n % this b(il$ing bl )*5 please see the $ )(ment Quick Guide to Installing SAP Best Practices for CRM .

%
'se

Generation (S&! CRM)

3he CRM Mi$$le1are Rep sit r& is (se$ t st re meta in% rmati n % r rep sit r& b@e)t t&pes. 3his meta in% rmati n is (se$ t generate r(ntime b@e)ts s()h as %(n)ti n m $(le $e%initi ns % r inter%a)es an$ ser/i)es. ;n$(str&-spe)i%i) r(ntime b@e)ts m(st be )reate$ % r the b@e)t t&pes $eli/ere$ 1ith the installati n r re)reate$ a%ter a )(st mer m $i%i)ati n a%%e)ting the meta in% rmati n. R(ntime b@e)ts that are n t spe)i%i) t & (r in$(str& are ) ntaine$ in the $eli/er&.

!rere$uisites
3 per% rm the % ll 1ing steps5 & ( m(st l g n in English.

#%#1 &ctivating Status Reporting 'se


3 be able t (se the )entrali8e$ stat(s m nit ring % r the generati n steps5 & ( m(st )all (p the M nit ring C )*pit an$ a)ti/ate the ba)*gr (n$ @ b % r stat(s pr )essing.

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti nsTransaction co e SM#P

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SAP Best Practices S&! CRM G'I (enu

CRM Generati n +'01,- C n%ig(rati n G(i$e Architecture and echnolog! Middle"are Monitoring Central Monitoring Monitoring Cockpit sing the $es b(tt n

2. C n%irm the message5 Schedule the Background Collector# b& )h an$ then ) n%irm the Information message.

#%#" Specifying the In ustry 'se


3 ) mplete the % ll 1ing steps in 1hi)h s me general an$ s me in$(str&-spe)i%i) b@e)ts are generate$ % r $ata repli)ati n5 & ( m(st spe)i%& an in$(str&. Ch se bet1een the % ll 1ing pre$e%ine$ in$(stries PH- Pharma)& CG- C ns(mer g H3- High te)h $s

!roce ure
1. A))ess the a)ti/it& (sing the % ll 1ing na/igati n pti nsTransaction co e S&! CRM IMG (enu SPRC Customer Relationship Management CRM Middle"are and Related Components Generating Industr!%Specific &'(ects and Ser)ices Select $our Industr!

2. ;n the %iel$ Industr! *lag sele)t & (r in$(str&.

3he sele)ti n % an in$(str& is man$at r&. Please sele)t CG i% & (r enterprise $ esnDt bel ng t an& % these in$(stries. #hen the in$(str& has been sele)te$ it sh (l$ n t be )hange$ in the %(t(re.

3. Sa/e & (r entries. ?. ;% a @ b generati n 1in$ 1 ))(rs please $en& the @ b s)he$(ling.

#%#% Specifying the &pplication 'se


E r the % ll 1ing generati n steps & ( nee$ t spe)i%& the CRM appli)ati ns & ( are implementing.

!roce ure
1. A))ess the a)ti/it& (sing the % ll 1ing na/igati n pti nsTransaction co e S&! CRM IMG (enu SPRC Customer Relationship Management CRM Middle"are and Related Components Generating Industr!%Specific &'(ects

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SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e and Ser)ices Select Applications

2. A)ti/ate the reA(ire$ appli)ati ns. 3his is nl& rele/ant in )ase m bile appli)ati ns are (se$. E r the 'est Pra)ti)es s)enari s n appli)ati ns ha/e t be sele)te$.

#%#) &ctive Business *unctions 'se


3 be able t (se the a$$iti nal in$i/i$(al SAP stan$ar$ appli)ati ns an$ in$(str& s l(ti ns in & (r s&stem5 & ( nee$ t a)ti/e b(siness %(n)ti ns & ( nee$. 3he % ll 1ing b(siness %(n)ti ns liste$ are (se$ in SAP 'est Pra)ti)es CRM s l(ti n an$ CRM Rapi$ $epl &ment s l(ti n.

!roce ure
1. A))ess the a)ti/it& (sing the % ll 1ing na/igati n pti nsTransaction co e S&! CRM IMG (enu SE#B Acti)ate Business *unctions se Continue.

2. Cn the Securit! Information p p-(p $ial g te2t5 )h

3. Cn the +++% S"itch *rame"ork, Change Business *unction Status s)reen5 Cpen the % l$er E- ERPRISE.B/SI-ESS.*/-C I&-S0 ?. Ch se b(siness %(n)ti n CRM.S1S.SR2.3 an$ )he)* the planne$ stat(s )he)*b 2 &n. B. <se the in% rmati n in the 4ependencies ) l(mn t )he)* 1hether & ( nee$ t a)ti/ate
a$$iti nal Business *unctions t (se the %(n)ti ns & ( ha/e sele)te$5 i% the $epen$ant b(siness %(n)ti n is n t a)ti/ate$ &et5 )h se the plane$ stat(s )he)*b 2 &n

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7. Repeat step 2 t ! % r the % ll 1ing b(siness %(n)ti ns. +a(e CRMFS:SFSR>F1 CRMFRMD CRMFM=3FH>S CRMFM=3FPRD CRMF;0EF1 CRMF;CFCE'P CRMFA0AF'C' CRMFPERECRMA0CE Description Sales an$ Ser/i)e R(le M $eler <sabilit& High-> l(me Mar*eting Mar*eting Pr $()ti/it& ;n%rastr()t(re ;C an$ C mm(ni)ati n-Enable$ '(siness Pr )esses SAP '(sinessCb@e)ts ;ntegrati n an$ CRM ;ntera)ti/e Rep rting Per% rman)e an$ :arge C ntra)ts

E0DFA0A:G3;CSF3CC:S Enhan)ements % r '(siness S(ite Anal&ti)s <;FER#F1 <;FER#F1FDCC< <; Erame1 r* <; Erame1 r* D )(mentati n

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SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e

#%#, Generating all Re$uire -./ects


This step can ta0e up to ) hours#

'se
3his step generates all r(ntime b@e)ts % the CRM rep sit r&. ;t is nl& re) mmen$e$ a%ter an (pgra$e % the CRM s&stem. ;t is n t reA(ire$ % r a ne1 installati n. 3&pi)all& this a)ti/it& has alrea$& been e2e)(te$ $(ring the s&stem installati n r (pgra$e.

<se transa)ti n SM&G1AS 1&G 5SAP CRM men( Architecture and echnolog! Middle"are 4e)elopment Generation Generation 1og 4ispla! 1og of 1ast Initial 6 otal Generation7 t )he)* i% an initial generati n has alrea$& been e2e)(te$. ;n this )ase & ( )an s*ip this a)ti/it&.

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti nsTransaction co e S&! CRM G'I (enu SMCG3C3A: Architecture and echnolog! Middle"are 4e)elopment Generation Generation Start Initial6 otal Generation se $es nl& i% a @ b

2. ;n the % ll 1ing ) n%irmati n $ial g b 2 Initial6 otal Generation )h has n t been alrea$& s)he$(le$. HA @ b is alrea$& s)he$(le$ peri $i)all&. Cli)*ing n IC ntin(eI 1ill )reate an ther @ b that starts imme$iatel&. D & ( 1ant t ) ntin(eJH

A%ter ) mpleti n % the generati n % all reA(ire$ b@e)ts s me %l 1 $e%initi ns still might n t be ) rre)t +re$ tra%%i) light in the :CG,. Regenerati n (sing the ) nte2t men( 1ill s l/e this pr blem. ;% & ( reali8e in the transa)ti n that the a)ti/ati n has n t been e2e)(te$ &et5 & ( )an als start the a)ti/ati n man(all& b& )li)*ing n the b(tt n Start Generation 8o'.

Result
All ne)essar& b@e)ts % r the % ll 1ing b@e)t )ateg ries are generate$ 'D ) t&pes Repli)ati n b@e)ts P(bli)ati n b@e)ts

#%#1 Chec0ing Status of Generation 2o. !roce ure


1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti ns-

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SAP Best Practices Transaction co e S&! CRM G'I (enu

CRM Generati n +'01,- C n%ig(rati n G(i$e GE0S3A3<S Architecture and echnolog! Middle"are 4e)elopment Generation Generation Status of Generation 8o's se Sho" Generation 8o's.

2. Cn the Generation Status s)reen5 )h

3. 3he @ b M9.Generate has t be %inishe$ be% re & ( )an pr )ee$ 1ith the ne2t steps.

#%#3 Chec0ing Generation Status of -./ects 'se


3he mi$$le1are p rtal pr /i$es & ( 1ith an /er/ie1 % the )(rrent stat(s % b@e)t generati n in the CRM Ser/er.

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti nsTransaction co e S&! CRM G'I (enu SM#P Architecture and echnolog! Middle"are Monitoring Central Monitoring Monitoring Cockpit

2. E2pan$ n $e Generation Information0 Che)* the entries % the % ll 1ing % l$ers 'D ) 3&pes- Generati n % str()t(res 'D ) 3&pes- Generati n % ther r(ntime b@e)ts Repli)ati n Cb@e)ts per ;n$(str&- R(ntime b@e)ts P(bli)ati ns per ;n$(str&- R(ntime b@e)ts

3. ;% the ) l(mn Refresh time $ es n t sh 1 the )(rrent generati n $ata & ( ha/e t re%resh the stat(s as % ll 1s Right )li)* n the ) rresp n$ing tra%%i) light. Sele)t Refresh immediatel!0

?. If there are o./ects 4ith the status escription Generated with errors5 clic0 on the traffic light to get etaile infor(ation a.out the errors# 6ou can then regenerate o./ects that appear in the error list#

#%#7 Generating In ustry8Specific -./ects


3his step )an ta*e (p t 1 h (r. ;% & ( meet err r $(ring generating in$(str& spe)i%i) b@e)ts5 please re%er n te 1?!2!72.

'se
3his step generates all in$(str&-spe)i%i) b@e)ts % r & (r sele)te$ in$(str&. 3he in$(str& spe)i%i) b@e)ts % r the sele)te$ in$(str& % the )(rrent )lient are alrea$& generate$ $(ring the step Generating all Re:uired &'(ects.

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SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e

6ou shoul only run this step if the step Generating all Required Objects 4as o(itte 5 or if you nee in ustry8specific o./ects for another in ustry in a separate client# 3he generati n % the b@e)ts % r an a$$iti nal in$(str& m(st ta*e pla)e in this separate )lient.

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti nsTransaction co e S&! CRM G'I (enu SMCG;0D Architecture and echnolog! Middle"are 4e)elopment Generation Generation Generate Industr!%Specific &'(ects se $es nl& i% a @ b has n t been alrea$& s)he$(le$.

2. ;n the ) n%irmati n $ial g b 2 )h

3. A ba)*gr (n$ @ b is )reate$ an$ starts imme$iatel&. ?. Che)* the l g %ile % r err rs an$ ret(rn t the installati n men(.

Result
All in$(str&-spe)i%i) repli)ati n an$ p(bli)ati n ser/i)es are generate$.

#%#9 Chec0ing Status of Generation 2o. 'se


3his step ser/es t ) ntr l the stat(s % the generati n % all in$(str&-spe)i%i) b@e)ts % r & (r sele)te$ in$(str&. ;t has n t t be per% rme$5 i% the generati n 1as n t e2e)(te$ in the step Generating Industr!%Specific &'(ects5 be)a(se a @ b ha$ alrea$& been s)he$(le$.

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti nsTransaction co e S&! CRM G'I (enu GE0S3A3<S Architecture and echnolog! Middle"are 4e)elopment Generation Generation Status of Generation 8o's se Sho" Generation 8o's.

2. Cn the Generation Status s)reen5 )h

3. 3he @ b M9.Generate has t be %inishe$ be% re & ( )an pr )ee$ 1ith the ne2t steps.

#%#10 Chec0ing Generation Status of In ustry8Specific -./ects 'se


3his step ser/es t /eri%& the s())ess%(l generati n % all in$(str&-spe)i%i) b@e)ts % r & (r sele)te$ in$(str&# This step is not necessary if the generation 4as not e:ecute in the step Generating In ustry8Specific -./ects5 .ecause a /o. ha alrea y .een sche ule #

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti ns-

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SAP Best Practices Transaction co e S&! CRM G'I (enu SM#P

CRM Generati n +'01,- C n%ig(rati n G(i$e

Architecture and echnolog! Middle"are Monitoring Central Monitoring Monitoring Cockpit

2. E2pan$ n $e Generation Information an$ )he)* the entries % the % ll 1ing % l$ers3. Repli)ati n Cb@e)ts per ;n$(str&- R(ntime b@e)ts ?. P(bli)ati ns per ;n$(str&- R(ntime b@e)ts

#%#11 Generating *ilter Mo ules in Client Copies 'se


All %ilter m $(les ha/e t be regenerate$5 i% the CRM ser/er is (se$ in a )lient ) p& +i.e. n t 1ith )lient 000,.

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti nsTransaction co e S&! CRM G'I (enu G0R#' Architecture and echnolog! Middle"are 4e)elopment Generation Generation Generation 9ork'ench

2. Sele)t the generat r gr (p R;A4P,R6; Adapter0 3. ;n the le%t-han$ %rame sele)t all the a$apter rep sit r& b@e)ts5 an$ in the right-han$ %rame sele)t generat r R;A4P.*I1 ER. ?. Ch se Generate.

#%#1" Reorgani;ing Mi 'se

le4are Data

Mi$$le1are $ata m(st be re rgani8e$ in reg(lar inter/als t re$()e the am (nt % $ata in tables.

!roce ure
1. A))ess the a)ti/it& (sing ne % the % ll 1ing na/igati n pti nsTransaction co e S&! CRM IMG (enu SM#P Customer Relationship Management CRM Middle"are and Related Components Reorgani<ation Reorgani<e Middle"are 4ata

2. E2pan$ n $e Background 8o's an$ )he)* the stat(s % the @ b % r the Middle"are Reorgani<ation. ;% n re rgani8ati n @ b is s)he$(le$ +re$ tra%%i) light an$ Execute i) n,5 & ( )an per% rm this a)ti n b& right )li)*ing n the n $e an$ sele)ting s(bmen( Sho" suggested action. Start the s(ggeste$ a)ti n LS)he$(le the pre$e%ine$ re rgani8ati n @ bD in the p p-(p 1in$ 1 LS(bmit a)ti n % r n $eD b& )h sing the b(tt n Su'mit action. 3. C ntin(e 1ith the Information s)reen0

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SAP Best Practices

CRM Generati n +'01,- C n%ig(rati n G(i$e

?. 3 get m re in% rmati n n this a)ti/ate$ @ b5 $ (ble-)li)* n Middle"are Reorgani<ation5 sele)t the @ b name$ LM#FRECRGFMClientND an$ )h se the men( path 8o' 8o' 4etails.

Result
A re rgani8ati n @ b M9.RE&RG.=CRM client> 1ill r(n peri $i)all& in all CRM )lients t $elete mi$$le1are $ata that is n l nger reA(ire$.

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