Best Practice for report output of CRM Notes field data

My company has a requirement to produce a report with variable output, based upon a keyword search of our CRM Request Notes data. Example: The business wants a report return of all Service Requests where the Notes field contains the word "pay" or "payee" or "payment". As part of the report output, the business wants to freely select the output fields meant to accompany the notes data. Can anyone please advise to SAP's Best Practice for meeting a report requirement such as this. Is a custom ABAP application built? Does data get moved to BW for Reporting (how are notes handles)? Is data moved to separate system?

Hi David,
I would leave your query
"Am I doing something wrong and did I miss something that would prevent this problem?"
to the experts/ gurus out here on this forum.
From my end, you can follow
TOP 10 EXCEL TIPS FOR SUCCESS
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/204c3259-edb2-2b10-4a84-a754c9e1aea8
Please follow the Xcelsius Best Practices at
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/a084a11c-6564-2b10-79ac-cc1eb3f017ac
In order to reduce the size of xlf and swf files follow
http://myxcelsius.com/2009/03/18/reduce-the-size-of-your-xlf-and-swf-files/
Hope this helps to certain extent.
Regards
Nikhil

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Query Best Practice for Reports

I am new to Apex and I am wondering what is the best practice for store your sql quries for reports. I am a believer of storing all sql behind pacakge functions or procedures. And it looks like the only options for report pages are to use a direct SQL query, or a function that returns a query as a string. Yes the function method counts as putting the code in Oracle but not really. It is still getting compiled and parsed on the Apex side. It would be nice if Apex could handle a cursor but I have read that it doesn't directly. You have to have a function that returns a cursor and then create a pipelined function that calls the cursor function. That is kind of silly. Is there some other way to do this?
Apex 4.2
Oracle 11.2.0.2
Thanks for any input.
Jeff

Hi Jeff,
I'm not necessarily a believer in packaging queries. I'm a little more pragmatic in that I believe it may make sense in environments where you have a client environment that just expects a result set that is then manipulated by the client for the purposes of presentation, pagination etc. Apex has a different architecture in that the client is purely an HTML presentation layer (browser) and the presentation, pagination etc is formulated in the database along with the data using the Oracle web toolkit, which is a set of internal packages that produce HTML. Note that handling and manipulating ref cursors inside PL/SQL is not a joy, they were mainly designed to be passed out to external clients. (Often to shield programmers who don't or won't even try to understand relational concepts)
This means that when you create a report based on a query, the Apex engine will manipulate that base query, depending on the display requirements and pagination requirements of your report, before it submits that query to the database for execution. To get an idea of how this manipulation occurs, you can run your report in debug mode and check the actual query that is submitted to the database. If the query is presented as an already executed ref cursor, then the Apex engine can't execute in the way that it does. As you have already found out, the only way of using packaged queries returning ref cursors is by the use of a pipelined function, so that the Apex engine can treat the result as a normal query.
This is the architecture of Apex, and I suspect that re-engineering the Apex engine to handle ref cursors natively, as opposed to using a pipelining trick, would be a considerable change. I hope this at least helps to explain why ref cursors and Apex don't mix. I personally don't see the purpose of having an abstraction layer of packaged queries below an abstraction layer of an API such as Apex. SQL is a perfectly good API.
Regards
Andre

Best practice for external but secure access to internal data?

We need external customers/vendors/partners to access some of our company data (view/add/edit). It’s not so easy as to segment out those databases/tables/records from other existing (and put separate database(s) in the DMZ where our server is). Our
current solution is to have a 1433 hole from web server into our database server. The user credentials are not in any sort of web.config but rather compiled in our DLLs, and that SQL login has read/write access to a very limited number of databases.
Our security group says this is still not secure, but how else are we to do it? Even if a web service, there still has to be a hole in somewhere. Any standard best practice for this?
Thanks.

Security is mainly about mitigation rather than 100% secure, "We have unknown unknowns". The component needs to talk to SQL Server. You could continue to use http to talk to SQL Server, perhaps even get SOAP Transactions working but personally
I'd have more worries about using such a 'less trodden' path since that is exactly the areas where more security problems are discovered. I don't know about your specific design issues so there might be even more ways to mitigate the risk but in general you're
using a DMZ as a decent way to mitigate risk. I would recommend asking your security team what they'd deem acceptable.
http://pauliom.wordpress.com

Best practice for real time requierement

All,
I am trying to find out what is the best practice for reporting against real time data ?
is it while using
1 - webi against universe/bex query on the top of hybrid cubes ?
2 - Crystal report directly against the ECC data ?
3 - using another solution such as Data Fedrator ? or something different ?
I am looking to know if anyone got such req and also to share their experience
did they get some huge challenge against hybrid cubes ?
Thanks in advance for your help
Philippe

Well their first requierement was to get real time data .. if i am in Xcelsius and click refresh then i want it to load my last data ..
with live office , i can either schedule a crystal report and get the data delayed or use the option from live office to make iterfresh as right now .. is that a correct assumption ?
I was talking about BW, just in case they are willing to change the requierement to go from Real time to every 5 min
Just you know we are also thinking of the following option:
1 - modify the virtual provider on the CRM machine to get all the custom fields needed for the Xcelsius Dashboard
2 - Build some interactive report on the top of these Virtual Provider within CRM
3 - get the link to this report , it is one of the Report feature within CRM
4 - design and build your dashboard on the top of it
5 - EXport your swf file to the cRM web ui
we are trying to see which one is the best one
Philippe

Can anyone recommend tips and best practices for FrameMaker-to-RoboHelp migration ?

Hi. I'm planning a migration from FM (unstructured) to RH. I'd appreciate any tips and best practices for the migration process. (Note that at the moment I plan to import the FM documents into, not link to them from, RH.)
For example, my current FM files are presently not optimally "chunked", so that autoconverting FM file sections (based on, say, Header 1 paragraph layout) won't always result in an optimal topic set. I'm thinking of going through the FM docs and inserting dummy paragraphs with a tag somethike like "topic_break", placed in more appropriate locations that the existing headers. Then, during import to RH, I'd use the topic_break paragraph to demark the topics. Is this a good technique? Beyond paragraph-based import delineation, do you know of any guidelines for redrafting FM chapter file content into RH topics?
Also, are there any considerations/gotchas in the areas of text review workflow, multiple authoring, etc. after the migration? (I've not managed an ongoing RH doc project before, so any advice would be greatly appreciated.
Thanks in advance!
-Kurt
BTW, the main reason for the migration: Info is presently scattered in various (and way to many) PDF files. There's no global index. I'd like to make a RoboHelp HTML interface (probably WebHelp layout) so it can be a one-stop documentation shop for users.

Jeff
Fm may produce better output for your requirements but for many what Rh produces works just fine. My recent finding re Word converting images to JPG before import will mean a better experience for many.
Once Rh is set up, and it's not difficult, for many its printed documents will do the job. I would say try it and then judge.
See www.grainge.org for RoboHelp and Authoring tips
@petergrainge

What is the Best practice for ceramic industry?

Dear All;
i would like to ask two questions:
1- which manufacturing category (process or discrete) fit ceramic industry?
2- what is the Best practice for ceramic industry?
please note from the below link
[https://websmp103.sap-ag.de/~form/sapnet?_FRAME=CONTAINER&_OBJECT=011000358700000409682008E ]
i recognized that ceramic industry is under category called building material which in turn under mill product and mining
but there is no best practices for building material or even mill product and only fabricated meta and mining best practices is available.
thanks in advance

Hi,
I understand that you refer to production of ceramic tiles. The solution for PP was process, with these setps: raw materials preparation (glazes and frits), dry pressing (I don't know extrusion process), glazing, firing (single fire), sorting and packing. In Spain, usually are All-in-one solutions (R/3 o ECC solutions). Perhaps the production of decors have fast firing and additional processes.
In my opinion, the curiosity is in batch determination in SD, that you must determine in sales order because builders want that the order will be homogeneus in tone and caliber, and he/she can split the order in diferents deliveries. You must think that batch is tone (diferents colours in firing and so on) and in caliber.
I hope this helps you
Regards,
Eduardo

Best Practice for Use of ABAP in Customizing SRM and/or CRM

I was wondering if there is a document that defines best practices for the use of ABAP with the installation and customization of SRM and/or CRM. Such as amount of ABAP coding typically required, and best practices around the use of ABAP for customization and configuration.
Thanks.

Hi, Johnson
Sorry, Please don't mind, you are not at right place to ask the Question like this
Please read "The Forum Rules of Engagement" before posting! HOT NEWS!!
Thanks and Regards,
Faisal

Highly Required CRM 5.0 Best practices for CRM Service Module

Dear all,
I have been searching for CRM 5.0 version best practices in Internet quiete a long period, but could not find anywhere.
currently SAP is providing only best practices for SAP CRM 2007 version.
since most of configuration is differing because of Webclient Interface, I request you to refer a source from where I can get the CRM 5.0 Best Practices for Service module.
Your suggestions and help will be highly appreciated.
Best regards
Raghu ram

Hi Srini,
<removed by moderator>
Thank you & Best regards
Raghu ram
Edited by: Raghu Ram on Jul 16, 2009 6:09 AM
Edited by: Raghu Ram on Jul 16, 2009 6:11 AM
Moderator message please review the rules of engagement located here:
https://www.sdn.sap.com/irj/scn/wiki?path=/display/home/rulesofEngagement
Edited by: Stephen Johannes on Jul 16, 2009 8:12 AM

Workflow not completed, is this best practice for PR?

Hi SAP Workflow experts,
I am new in workflow and now responsible to support existing PR release workflow.
The workflow is quite simple and straightforward but the issue here is the workflow seems like will never be completed.
If the user released the PR, the next activity is Requisition released that using task TS20000162.
This will send work item to user (pr creator) sap inbox which when they double click it will complete the workflow.
The thing here is, in our organization, user does not access SAP inbox hence there are thousands of work item that has not been completed. (our procurement system started since 2009).
Our PR creator will receive notification of the PR approval to theirs outlook mail handled by a program that is scheduled every 5 minutes.
Since the documentation is not clear enough, i can't digest why the implementer used this approach.
May I know whether this is the best practice for PR workflow or not?
Now my idea is to modify the send email program to complete the workitem after the email being sent to user outlook mail.
Not sure whether it is common or not though in workflow world.
Any help is deeply appreciated.
Thank you.

Hello,
"This will send work item to user (pr creator) sap inbox which when they double click it will complete the workflow."
It sounds liek they are sending a workitem where an email would be enough. By completing the workitem they are simply acknowledging that they have received notification of the completion of the PR.
"Our PR creator will receive notification of the PR approval to theirs outlook mail handled by a program that is scheduled every 5 minutes."
I hope (and assume) that they only receive the email once.
I would change the workflow to send an email (SendMail step) to the initiator instead of the workitem. That is normally what happens. Either that or there is no email at all - some businesses only send an email if something goes wrong. Of course, the business has to agree to this change.
Having that final workitem adds nothing to the process. Replace it with an email.
regards
Rick Bakker
hanabi technology

SAP Best Practices for CRM 5.0 is available

Hello,
I would like to announce the availability of SAP Best Practices for CRM 5.0.
SAP Best Practices for CRM allows a fast, safe and predictable implementation of pre-configured CRM business scenarios.
It can be used to accelerate customer implementation projects as well as setting up demo or evaluation systems.
For details about SAP Best Practices in general please see:
<a href="http://www.service.sap.com/bestpractices">http://www.service.sap.com/bestpractices</a>
For the concrete content of Best Practices for CRM 5.0 please see:
<a href="http://help.sap.com/bp_crmv150/CRM_DE/index.htm">http://help.sap.com/bp_crmv150/CRM_DE/index.htm</a>
Best regards,
Joerg

Hi Devendra!
For the Best Practices you can have all the useful installation and informations guides here.
<a href="http://help.sap.com/">Best Practices for SAP</a>
Choose here the Bast Practices tab on the line-menu.
You have to eb careful while installing the BP -> you have to use all the time the right BP release according to your SAP release.
I hope this helps you!
Best regards,
Zsolt

Best practice for test reports location -multiple installers

Hi,
What is recommended best practice for saving test reports with multiple installers of different applications:
For example, if I have 3 different teststand installers: Installer1, Installer2 and Installer3 and I want to save test reports of each installer at:
1. C:\Reports\Installer1\TestReportfilename
2. C:\Reports\Installer2\TestReportfilename
3. C:\Reports\Installer3\TestReportfilename
How could I do this programatically as to have all reports at the proper folder when teststand installers are deployed to a test PC?
Thanks,
Frank

There's no recommended best practice for what you're suggesting. The example here shows how to programmatically modify a report path. And, this Knowledge Base describes how you can change a report's filepath based on test results.
-Mike
Applications Engineer
National Instuments

Best Practice for embedding webi reports in hyperlinks..

SAP Community
What is the best practice for embedding hyperlinks (email) from webi and sending to a user?so the users can quickly consume the report with minimal effort (click link and launch infoview/report).
John

As mentionned already, BI has it's own inbox, and/or SMTP integration for broadcasting.
Else, if you go to Folders, right click on your report instance, then select "Copy URL" (or 'docuemnt link' i cannot remember the exact term.) - that woudl give you an open document link to invoke the viewer .
Regards,
H

What are the best practices for audit report for SharePoint 2013 farm ?

Hello,
I am looking for the best practices for audit reporting in SharePoint 2013 farm.Can anyone please provide me checklist/tools/guidelines on same ?
your help will be much appreciated.
Thanks and Regards,
Dipti Chhatrapati

This is quite open ended question. A sharepoint farm should be well maintained as per :
1. Microsoft's recommendations on : Topology, Hardware and Software requirements, Operational procedures and most important Capacity guidelines:
http://technet.microsoft.com/en-us/library/ff758645(v=office.15).aspx
http://technet.microsoft.com/en-us/library/cc262787(v=office.15).aspx
2. Organisation's IT policies and procedures : Farm Configuration, Workload and monitoring
http://technet.microsoft.com/en-us/library/ff758658(v=office.15).aspx
http://technet.microsoft.com/en-us/library/ee748651(v=office.15).aspx
3. Industry best practices
I would suggest to start thinking over these lines and create a plan for your Sharepoint farm.
You can then create powershell scripts to run these reports at certain frequency to find the changes, any deviation from the standard and health of the entire farm.
Hope this helps!!
I LOVE MS..... Thanks and Regards, Kshitiz (Posting is provided "AS IS" with no warranties, and confers no rights.)

Is there a best practice for deleting a published report?

Post Author: matthewh
CA Forum: General
Is there a best practice for deleting a published report from C:\Program Files\Business Objects\BusinessObjects Enterprise 11.5\FileStore on Crystal Reports Server or can I just delete the subfolders? Does it reference them elsewhere? I have a load of old reports I need to shed, but can't see how to do it.

Hi,
You can refer the SRND guide. As per document (page -292)
you can configured -You can add a maximum of 50 agents per team.
http://www.cisco.com/en/US/docs/voice_ip_comm/cust_contact/contact_center/ipcc_enterprise/ippcenterprise9_0_1/design/guide/UCCE_BK_S06086EC_00_srnd-9-0-1.pdf
Also you can check the Bill of Material document of UCCE , under the section "Operating Conditions, Unified ICM, Unified CC" What are the number should configure in UCCE.

Best Practice For SAP CRM Case Management

Hi,
Could someone please point to best practices for CRM Case Management. I have lokked all over and I found all the best practices except for case management.
Your assistance will be appreciated.
Martin

Hi Martin,
I was just working on case management and there is no best practice documentation but the following link was most helpful.
http://help.sap.com/saphelp_nw04/helpdata/en/5c/5d79287a9afc47a62e5197b582cc97/frameset.htm
Let me know if you need further assistance.

Best Practice for report output of CRM Notes field data

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