Authorization restriction for CRM 2007

Dear Experts,
We are in process of defining the authorization matrix for CRM 2007 for end users who will be using Web UI.
Here my requirement is the service orders created by USER1 should not be displayed by USER2 and vice-versa when they do a search in both Web UI and GUI in Tx CRMD_ORDER for service orders.
Please let me know how can I acheive this and what is the auth. object for the same.
Thanks & Regards,
Sharath

Dear babu,
If I understood your request, you want that, only one user will be able to access the document. If you want to do that, this is the answer:
At tcode PFCG you shoud set:
First you must set what type of document will be avaible to the user, in this case Z020.
CRM_ORD_PR: PR_TYPE 'Z020',ACTVT '*'
Next you must set which activities they will be able to do (notice, you must set the same field in the previsou object(
CRM_ACT: ACTVT u2018*u2019
And then you set which partner function or partner category are able to access the document, here is the main point !
In this example I set that only users who has Partner Category (not partner function) Employee Responsible (std partner category 0008) are able to access the document
CRM_ORD_OP: ACTVT '', PARTN_FCT '', PARTN_FCTT '0008'
Here you can notice again field ACTVT, here you will set what user are able to do, "*" means everything, "1" = create, "2" = modify, etc. (I can see the list at PFCG, adding the auth. object to the PFCG profile).
I notice only std partner function or partner category works with this object. I sent a message to sap support, and they confirm that, so if your user has Z partner funcition or category it is not possible to do that.
Summary, your user must be present in the partner list of the document, and they must have a partner function or partner category std. It is possible to set together both values PARTN_FCT  and PARTN_FCTT, but I think it is not necessary.
The easy way to do that is, user who will be able to access the document, must be the employee responsible.
This help is very usefull
http://help.sap.com/saphelp_crm60/helpdata/en/4a/b9f63a8ab2c745e10000000a114084/frameset.htm
Regards,
Lalas
ps.: As you should know, only one partner function must have partner category Employee Responsible, in the partner det. procedure, otherwise, you will get error message in your application.

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    NiBufISelUpdate: new MODE -- (r-) for hdl 2 in set0
    SiSelNSet: set events of sock 312 to: ---
    NiBufISelRemove: remove hdl 2 from set0
    SiSelNRemove: removed sock 312 (pos=2)
    SiSelNRemove: removed sock 312
    NiSelIRemove: removed hdl 2
    MBUF state OFF
    AdGetSelfIdentRecord: >                                                                           <
    AdCvtRecToExt: opcode 60 (AD_SELFIDENT), ser 0, ex 0, errno 0
    AdCvtRecToExt: opcode 40 (AD_MSBUF), ser 0, ex 0, errno 0
    AdCvtRecToExt: opcode 40 (AD_MSBUF), ser 0, ex 0, errno 0
    blks_in_queue/wp_ca_blk_no/wp_max_no = 1/300/17
    LOCK WP ca_blk 1
    make DISP owner of wp_ca_blk 1
    DpRqPutIntoQueue: put request into queue (reqtype 1, prio LOW, rq_id 15)
    MBUF component DOWN
    NiICloseHandle: shutdown and close hdl 2 / sock 312
    NiBufIClose: clear extension for hdl 2
    MsIDetach: detach MS-system
    cleanup EM
    EsCleanup ....
    EmCleanup() -> 0
    Es2Cleanup: Cleanup ES2
    ***LOG Q05=> DpHalt, DPStop ( 2260) [dpxxdisp.c   10421]
    Good Bye .....
    BR,
    Kari

    Hi,
    here is the right log content:
    trc file: "dev_w0", trc level: 1, release: "700"
    ACTIVE TRACE LEVEL           1
    ACTIVE TRACE COMPONENTS      all, MJ

    B Mon Nov 17 10:24:39 2008
    B  create_con (con_name=R/3)
    B  *** ERROR => Invalid profile parameter dbms/type (or environment variable dbms_type) = <undef>, cannot load DB library
    [dbcon.c      4537]
    M sysno      01
    M sid        XCR
    M systemid   562 (PC with Windows NT)
    M relno      7000
    M patchlevel 0
    M patchno    144
    M intno      20050900
    M make:      multithreaded, Unicode, 64 bit, optimized
    M pid        2184
    M
    M  kernel runs with dp version 232000(ext=109000) (@(#) DPLIB-INT-VERSION-232000-UC)
    M  length of sys_adm_ext is 576 bytes
    M  ***LOG Q0Q=> tskh_init, WPStart (Workproc 0 2184) [dpxxdisp.c   1305]
    I  MtxInit: 30000 0 0
    M  DpSysAdmExtCreate: ABAP is active
    M  DpSysAdmExtCreate: VMC (JAVA VM in WP) is not active

    M Mon Nov 17 10:24:40 2008
    M  DpShMCreate: sizeof(wp_adm)          25168     (1480)
    M  DpShMCreate: sizeof(tm_adm)          5652128     (28120)
    M  DpShMCreate: sizeof(wp_ca_adm)          24000     (80)
    M  DpShMCreate: sizeof(appc_ca_adm)     8000     (80)
    M  DpCommTableSize: max/headSize/ftSize/tableSize=500/16/552064/552080
    M  DpShMCreate: sizeof(comm_adm)          552080     (1088)
    M  DpSlockTableSize: max/headSize/ftSize/fiSize/tableSize=0/0/0/0/0
    M  DpShMCreate: sizeof(slock_adm)          0     (104)
    M  DpFileTableSize: max/headSize/ftSize/tableSize=0/0/0/0
    M  DpShMCreate: sizeof(file_adm)          0     (72)
    M  DpShMCreate: sizeof(vmc_adm)          0     (1864)
    M  DpShMCreate: sizeof(wall_adm)          (41664/36752/64/192)
    M  DpShMCreate: sizeof(gw_adm)     48
    M  DpShMCreate: SHM_DP_ADM_KEY          (addr: 0000000010E70050, size: 6348592)
    M  DpShMCreate: allocated sys_adm at 0000000010E70050
    M  DpShMCreate: allocated wp_adm at 0000000010E72150
    M  DpShMCreate: allocated tm_adm_list at 0000000010E783A0
    M  DpShMCreate: allocated tm_adm at 0000000010E78400
    M  DpShMCreate: allocated wp_ca_adm at 00000000113DC2A0
    M  DpShMCreate: allocated appc_ca_adm at 00000000113E2060
    M  DpShMCreate: allocated comm_adm at 00000000113E3FA0
    M  DpShMCreate: system runs without slock table
    M  DpShMCreate: system runs without file table
    M  DpShMCreate: allocated vmc_adm_list at 000000001146AC30
    M  DpShMCreate: allocated gw_adm at 000000001146ACB0
    M  DpShMCreate: system runs without vmc_adm
    M  DpShMCreate: allocated ca_info at 000000001146ACE0
    M  DpShMCreate: allocated wall_adm at 000000001146ACF0
    M  ThTaskStatus: rdisp/reset_online_during_debug 0
    X  EmInit: MmSetImplementation( 2 ).
    X  MM global diagnostic options set: 0
    X  <ES> client 0 initializing ....
    X  Using implementation view
    X  <EsNT> Using memory model view.
    M  <EsNT> Memory Reset disabled as NT default
    X  ES initialized.

    M Mon Nov 17 10:24:41 2008
    M  ThInit: running on host ESITV016LAB
    M  calling db_connect ...
    B  create_con (con_name=R/3)
    B  *** ERROR => Invalid profile parameter dbms/type (or environment variable dbms_type) = <undef>, cannot load DB library
    [dbcon.c      4537]
    M  ***LOG R19=> ThInit, db_connect ( DB-Connect 008192) [thxxhead.c   1440]
    M  in_ThErrHandle: 1
    M  *** ERROR => ThInit: db_connect (step 1, th_errno 13, action 3, level 1) [thxxhead.c   10468]

    M  Info for wp 0

    M    stat = WP_RUN
    M    waiting_for = NO_WAITING
    M    reqtype = DP_RQ_DIAWP
    M    act_reqtype = NO_REQTYPE
    M    rq_info = 0
    M    tid = -1
    M    mode = 255
    M    len = -1
    M    rq_id = 65535
    M    rq_source =
    M    last_tid = 0
    M    last_mode = 0
    M    semaphore = 0
    M    act_cs_count = 0
    M    csTrack = 0
    M    csTrackRwExcl = 0
    M    csTrackRwShrd = 0
    M    mode_cleaned_counter = 0
    M    control_flag = 0
    M    int_checked_resource(RFC) = 0
    M    ext_checked_resource(RFC) = 0
    M    int_checked_resource(HTTP) = 0
    M    ext_checked_resource(HTTP) = 0
    M    report = >                                        <
    M    action = 0
    M    tab_name = >                              <
    M    attachedVm = no VM

    M  *****************************************************************************
    M  *
    M  *  LOCATION    SAP-Server ESITV016LAB_XCR_01 on host ESITV016LAB (wp 0)
    M  *  ERROR       ThInit: db_connect
    M  *
    M  *  TIME        Mon Nov 17 10:24:41 2008
    M  *  RELEASE     700
    M  *  COMPONENT   Taskhandler
    M  *  VERSION     1
    M  *  RC          13
    M  *  MODULE      thxxhead.c
    M  *  LINE        10688
    M  *  COUNTER     1
    M  *
    M  *****************************************************************************

    M  PfStatDisconnect: disconnect statistics
    M  Entering TH_CALLHOOKS
    M  ThCallHooks: call hook >ThrSaveSPAFields< for event BEFORE_DUMP
    M  *** ERROR => ThrSaveSPAFields: no valid thr_wpadm [thxxrun1.c   724]
    M  *** ERROR => ThCallHooks: event handler ThrSaveSPAFields for event BEFORE_DUMP failed [thxxtool3.c  261]
    M  Entering ThSetStatError
    M  ThIErrHandle: do not call ThrCoreInfo (no_core_info=0, in_dynp_env=0)
    M  Entering ThReadDetachMode
    M  call ThrShutDown (1)...
    M  ***LOG Q02=> wp_halt, WPStop (Workproc 0 2184) [dpnttool.c   327]
    BR,
    Kari

  • Business pacakge for CRM 2007

    Hi,
    we just installed CRM 2007 system. Is there any business pacakge available for CRM 2007 (as in case of CRM 2005). If so, Could you please let me know.
    Thanks
    Sri

    Hi Hari,
    We are planning to upgrade from CRM 5.0 to CRM 2007. Currently we are using CRM for Leads, Opportunity and Account & Contact Management with PCUI front end. We do have some customized iViews for Sales People and Customers. Could you please mail me the step-by-step procedure to upgrade CRM 5.0 to CRM 2007 to [email protected]
    Please its urgent. Thanks a million....
    Cheers,
    Amit

  • Where can we get the media for CRM 2007?

    We want to get the media for CRM 2007 to begin our upgrade. My understanding is that it is now in general release.
    Where can we get the media? There are no links in the marketplace.
    Thanks

    I believe this is released for United States and Germany only.  I know you can order the physical media by submitting an OSS message under component: XX-SER-SWFL-SHIP.  You can also talk to your SAP account executive about getting the software.
    Take care,
    Stephen

  • ACE for CRM 2007-AFO method not getting called!

    Hi Experts,
    I am trying to implement ACE for CRM 2007.The only issue/concern is the Actor From Object(AFO) method is not being called even once.
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    I placed breakpoints in all the 5 methods, but only method Actor from User(AFU) and Object by Filter(OBF) were being called.
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    Thanks and Regards,
    Rohit

    Hi Rohit,
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  • S_DEVELOP authorization needed for CRM Web Client in SAP CRM 7.0?

    We implemented an own WebUI component in SAP CRM 2007 and use it in others components (with USAGE).
    After we transport the component in SAP CRM 7.0 we always got an error CX_BSP_DLC_CONFIG_GENERAL_ERR at loading the component. But if we set the permission to SAP_ALL all thing work fine.
    In SAP Note Nr. 1367944 we read:
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    "This dependency has been removed in CRM 7.0."
    Do we need to install some other SAP Notes at SAP CRM 7.0?
    Many thanks for advices!
    Handri Gunawan

    Hi Handri,
    I asked my collegue here, who created the note.
    The note is correct, in CRM 7.0 you do not need S_DEVELOP anymomre.
    The error that you have might occur because of another reason.
    Could you track the call stack of this exception?
    And send me back the call stack?
    Regards,
    Steve

  • What are the steps for adding a new field to the ST for CRM 2007?.

    Yeah, I know it's a basic question. I'm fairly familiar with CRM 5.0 but 2007 is new to me and there a good few changes.
    If I need to add a new field (probably with some processing to set its value) to the Service ticket what would be the steps I need to take to achieve this in CRM  2007?.
    Your help would be much appreciated.
    Jas.

    Are we talking about the EEW Business objects displayed in the EEWB as there is no business object called 'CRM OPPORTUNITY', but there is one called 'OPPORTUNITY'. Just wanted to make sure I was on the right track.
    So, as I need to change the service ticket it would mean that my transaction type will be service request,or whatever the shorted value is, is that correct?.
    I can see the transaction types in table CRMC_PROC_TYPE_T, although it looks like I need to pick SRVO (Service order) at a guess, and if this is right I'm looking for the EEW Business object to match. But it feels like guesswork to me. For example, I could choose EEW Business object 'SERVICE_TRANSACTION' which has an Extension type of 'CUSTOMER_H', or I could choose EEW Business object 'SERVICE_CONTRACT' or 'SERVICE_CONFIRMATION', although the last is unlikely. But, my point is there is so much open to interpreatation, and I'm expecting it to be more exact. Perhaps I'm just missing something.
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    Edited by: Jason Stratham on Sep 4, 2009 2:30 PM
    Edited by: Jason Stratham on Sep 4, 2009 2:39 PM

  • FAQ: User Interface Guidelines for CRM 2007 are now available

    The CRM UI Concept Team has made the UI Guidelines for CRM Web Client User Interface (CRM 2007 UI) available to the BPX community:
    This document provides an overview of the on-premise as well as the off-premise versions of the SAP CRM Web Client User Interface (UI). It contains the properties and principles of the SAP CRM Web Client UI that are already committed and available. For planned features, refer to the corresponding specification documents.
    The information in the guidelines starts with general topics, followed by details. The sections are organized with high-level topics like Page Types and Navigation Schema first, followed by the consecutive sections describing which building blocks and elements of the UI populate the various pages. A section typically starts with one or more screenshots of a central UI element with a generic explanation. The subsequent sections explain the detailed aspects of each element.
    We hope that you will find this information useful.
    Enjoy the new CRM UI! [UI Guidelines for CRM Web Client User Interface (CRM 2007 UI)_ |http://www.sapdesignguild.org/resources/CRM-UI-Guidelines-Customers.pdf]
    Edited by: Zhaojie Liu on Jun 10, 2009 10:08 AM

    Hi,
    not sure why your download stops.. you can also try to download via this link: [http://www.sapdesignguild.org/resources/CRM-UI-Guidelines-Customers.pdf|http://www.sapdesignguild.org/resources/CRM-UI-Guidelines-Customers.pdf] (Document is 17,4MB of size)
    Here the guidelines also have been posted together with an article about the CRM 2007 Web Client UI.
    Hope this helps
    Best regards
    Ingo

  • User Interface Guidelines for CRM 2007 are now available

    The CRM UI Concept Team has made the [UI Guidelines for CRM Web Client User Interface (CRM 2007 UI)|https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/302d8152-002b-2b10-34bd-9ff3c712dd4b] available to the BPX community:
    This document provides an overview of the on-premise as well as the off-premise versions of the SAP CRM Web Client User Interface (UI). It contains the properties and principles of the SAP CRM Web Client UI that are already committed and available. For planned features, refer to the corresponding specification documents.
    The information in the guidelines starts with general topics, followed by details. The sections are organized with high-level topics like Page Types and Navigation Schema first, followed by the consecutive sections describing which building blocks and elements of the UI populate the various pages. A section typically starts with one or more screenshots of a central UI element with a generic explanation. The subsequent sections explain the detailed aspects of each element.
    We hope that you will find this information useful.
    Enjoy the new CRM UI!
    Feel free to provide your feedback.
    Edited by: Florian Weigmann  on Jul 17, 2008 9:14 PM

    Hi,
    not sure why your download stops.. you can also try to download via this link: [http://www.sapdesignguild.org/resources/CRM-UI-Guidelines-Customers.pdf|http://www.sapdesignguild.org/resources/CRM-UI-Guidelines-Customers.pdf] (Document is 17,4MB of size)
    Here the guidelines also have been posted together with an article about the CRM 2007 Web Client UI.
    Hope this helps
    Best regards
    Ingo

  • Configuring Fact sheet for CRM 2007

    Hi guys
    Went through best prcatice B08 and configured necessary steps for my factsheet
    Also checked previous topic discussions and found this subject header under this forum Configuring Fact sheet in IC CRM 2007 : Pls help
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    All I want to see is my master data marketing attributes, physical address and previous transactions of that BP
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    Thanks
    Jogi

    Hi,
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  • Authorization restriction for Goods issue against an Order

    Hello All,
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    I checked the objects M_MSEG_BWA and M_MSEG_WWA and he has authorizations only for plant 1 and all movement types.
    Any pointers to restrict this access will be appreciated.
    Thanks & Regards,
    Subramaniam Iyer

    Hi,
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    M_MSEG_WWA
    M_MSEG_WWE
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    Also, please check the other roles are assigned to the user.  If any of the other roles assigned to the user having any of the above objects with * value, this may provide the user to do the Goods movement for any plant.
    To check the issue, please go to SUIM and check the user under "Roles by Complex Selection Criteria" and make sure that you are checking the objects for the particular user.  This should be able to identify whether the user is getting access from any other roles assigned to the user.
    Regards
    Anandm

  • Re:Rebate Agreement Setup for CRM 2007

    Hello Friends,
    Essentially, when we are setting up Rebate agreement types in ECC in customizing, We need to specify a Settlement document type.
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    Thanks,
    Julie

    check the number range in ECC for this Reabte.
    Can you give me the BDOC error which is triggered and The out bound queue also sholud be in error.
    Check the out bound queue and try and reprocess that i think it wll have the dump in ECC system.
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    thanks
    Kumar

  • Authorizations: restrictions for InfoObjects and InfoProvider

    Hi Gurus,
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    Please help me.
    Ciao.
    Riccardo.

    Problem solved.

  • EP theme for CRM 2007?

    Hi Experts,
    I have done the integration of CRM 2007 into EP portal. Everything seems to be fine exept the graphical design. Currently the standard EP portal design is mixed with the new CRM one, which is not so attractive.
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    Best regards,
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    Hi,
    This is an [SDN movie|https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/60c48496-41b2-2b10-e1a9-fa0b60103ad6]:
    You can see the new portal design behind the Web Page Composer funcionalities.
    Best,
    Levente

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