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RSCXP_CRM_BI_AUTH - Metadata for CRM Authorization in SAP NetWeaver BW

RSCXP_CRM_BI_AUTH - Metadata for CRM Authorization in SAP NetWeaver BW

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Purpose

You can use the SAP BusinessObjects Explorer to explore CRM BI Content in the SAP NetWeaver Business Warehouse. However, CRM authorization criteria do not automatically operate in the standard SAP NetWeaver Business Warehouse. To apply CRM authorization criteria when using the BusinessObjects Explorer you can set up filter criteria for each CRM InfoProvider. The program Metadata for CRM Authorization in BW (RSCXP_CRM_BI_AUTH) allows for setting up these filter criteria.

Integration

Prerequisites

The set-up of CRM filter criteria is one out of a series of steps required to make the CRM InfoProviders available in SAP NetWeaver Business Warehouse Accelerator and SAP BusinessObjects Explorer. Note that you have to perform these configuration steps to enable the CRM authorization operation in SAP NetWeaver.

For more information, see the SAP Solution Manager configuration content for SAP CRM under Basic Settings for Analytics -> CRM Analytics with SAP BusinessObjects Explorer.

Features

Selection

Standard Variants

Output

Activities

You can set up the InfoObject filtering manually or you can generate a proposal. If you set up the filtering manually, perform the following steps:

  1. Create an entry and use the input help to select an InfoProvider.
  2. Use the input help to select one of the InfoObjects contained in the InfoProvider.
  3. Specify to which type of authorization relevant attributes the InfoObject refers:
  • Choose CRM Organizational Unit if the InfoObject refers to an organizational unit for the authorization.

  • Choose CRM Business Partner Responsible if the InfoObject refers to a business partner ID for the authorization.

  1. Set the filter criteria options for the InfoObject as follows:
  • Check Managerif the filter applies to managers; uncheck the option if it applies to non-managers.

  • Check Marketing if the filter applies to marketing units.

  • Check Sales if the filter applies to sales units.

  • Check Service if the filter applies to service units.

For example, if you check Managerand Sales,then a sales unit manager gets access to all business documents where the organizational attribute refers to a sales unit. As a rule non-managers can access all business documents where the employee responsible attribute refers to the business partner ID of the non-manager.

Choose Create Proposal to generate a proposal for the InfoObject filter settings. The proposal is based on the following standard InfoObjects and navigational attributes:

  • Responsible Organizational Unit in Sales(0CRMSA_OG_R)
  • Responsible Organizational Unit (Service) (0CRMSE_OG_R)
  • Employee Responsible(0BP_RESPPER)
  • Navigational attribute Marketing Org. (0CRM_MKTELM__0CRM_MKTORG) of InfoObject CRM Marketing Element (Campaign and Marketing Plan)(0CRM_MKTELM)
  • Navigational attribute Employee Responsible (0CRM_MKTELM__0BP_RESPPER) of InfoObject CRM Marketing Element (Campaign and Marketing Plan)

The proposal setting is generated by analyzing the BI Content along the InfoArea hierarchy. The InfoProviders are selected according to the following criteria:

  • Only InfoCubes and MultiProviders are taken into account.
  • Only InfoProvider under InfoArea Customer Relationship Management(0CRM) are relevant.
  • At least one of the above specified standard InfoObjects must be included.

The proposal's filter priorities are determined according to the following criteria:

  • InfoObjects referring to a sales unit are first priority.
  • InfoObjects referring to a service unit have priority over InfoObjects referring to a marketing unit.
  • If the InfoProvider resides under InfoArea Service Analyses(0CRM_SERV), then InfoObjects referring to a service unit have first priority.
  • If the InfoProvider resides under InfoArea Marketing Analyses (0MKTG), then InfoObjects referring to a marketing unit have first priority.

In addition, Metadata for CRM Authorization in SAP NetWeaver BW indicates whether an InfoProvider is already available in the SAP BusinessObjects Explorer.

You can additionally assign fixed priority settings to specific users. Choose Settings for Specific Users to select a setting (from those you created before).

When you have set-up the filters for all relevant InfoProviders you can check how the filter settings work with regard to specific users. Perform the following steps:

  1. Start program CRM Users in SAP BusinessObjects Explorer(RSCXP_CRM_BI_AUTH) using ABAP Editor (transaction SE38).
  2. Enter the technical name of an InfoProvider you want to make available in the explorer or use the input help to select an InfoProvider. Choose Execute.
  3. Select a user. Choose Details for CRM User.
  4. Check the user's filter settings in the view CRM User Filters.
  5. Choose Back. Choose Show Messages. In the view Display logs check the list of messages, for example, on run-time errors.






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