CRM Best Practices V1.2007 with ERP HR Integration, C01 and C05

Hi,
working on Best Practices CRM V.1.2007 I now should proceed with Building Block C01 (CRM Organizational Model).
I want to use the CRM System integrated with a new installed ERP System and HR Integration.
Therefore I have to use the Building Block C05 (CRM Organizational Model with HR Integration) instead of C01 (CRM Orgnizational Model)
My Question: Is it allowed to proceed with C05 by doing the work direct from the SAP GUI Menu; afterwards I could confirm the steps in the Solution Builder for C01?
Regards, Andreas

Hi Andreas,
Yes, you could do that. But be aware that the other building blocks for master and transaction data replication should not be started unless you are done with the org model BB C01.
Regards,
Padma

Similar Messages

Activate Scenarios with Solution Builder CRM Best Practices V1.2007

Hi,
I finished all steps in Quickguide for CRM Best Practices V1.2007 until the end.
All worked fine without any problem.
Now I want to activate a scenario.
1. In the field Workbench I get a list of 15 Request/Task, I`m only able to select one.
2. In the field Customizing I do not get any values.
3. How to maintain this fields?
3. Do I have to create a customizing request?
Can anybody tell me how to proceed with this step? I copied the standard solution to my favorite Solution and marked seven scenarios.
Perhaps there is a another documentation than Solution_Builder_Quick_Start_V4
Regards
Andreas

Hi Andreas,
In the same popup window, at the bottom, you will find options to create work bench and customising requests.
You can assign only one workbench and one customizing request for all the activities of solution builder.
If you do not have an existing customizing request, choose the option to create one.
Regards,
Padma

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

SAP CRM BEST Practices

Hi All,
Please provide some links to download SAP CRM BEST Practices.
Please provide valuable info.
Regards,
Srini.

Hi Srini,
you can follow the below path, it leads you to the best practices.
http://help.sap.com/
click on SAP Best Practices
click on Cross-Industry Packages
left hand side = Customer relationship management
Right hand side = Select english
In new page, select Technical Information
Building Block Library
You can download the relevant best practices like for versions 6.0( v1.2007), 5.2(v1.52), 5.0(v2.50) & 4.0(v3.40). Building blocks are nothing but the best practices and these are the only best practices available for SAP CRM.
regards,
kalyan

Error while Connecting report Best Practices v1.31 with SAP

Hello experts,
I'm facing an issue while trying to connect some of my reports from Best Practices for BI with SAP.
It only happens when it's about info sets, the other ones that are with SAP tables go smoothly without a problem.
The most interesting is I have already one of the reports connected to SAP info sets.
I have already verified the document of steps of creation of additional database that comes with BP pack. They seem ok.
Here goes what Crystal Reports throws to me after changing the data source to SAP:
For report "GL Statement" one of the Financial Analysis one which uses InfoSet: /KYK/IS_FIGL_I3:
- Failed to retrieve data from the database; - click ok then...
- Database connector error: It wasn't indicated any variant for exercise (something like this after translating) - click ok then
- Database connector error: RFC_INVALID_HANDLE
For report "Cost Analysis: Planned vs. Actual Order Costs" one of the Financial Analysis one which uses InfoSet: ZBPBI131_INFO_ODVR and ZBPBI131_INFO_COAS; and also the Query CO_OM_OP_20_Q1:
- Failed to retrieve data from the database; - click ok then...
- Database connector error: check class for selections raised errors - click ok then
- Database connector error: RFC_INVALID_HANDLE
Obs.: Those "Z" infosets are already created in SAP environment.
The one that works fine is one of the Purchasing Analysis reports:
- Purchasing Group Analysis -> InfoSet: /KYK/IS_MCE1
I'm kind of lost to solve this, because I'm not sure if it can be in the SAP JCO or some parameter that was done wrongly in SAP and I have already check possible solutions for both.
Thanks in advance,
Carlos Henrique Matos da Silva - SAP BusinessObjects BI - Brazil.

I re-checked step 3.2.3 - Uploading Crystal User Roles (transaction PFCG) - of the manual where it talks about CRYSTAL_ENTITLEMENT and CRYSTAL_DESIGNER roles, I noticed in the Authorizations tab that the status was saying it hadn't been generated and I had a yellow sign, so then that was what I did (I generated) as it says in the manual.
Both statuses are now saying "Authorization profile is generated" and the sign is now green on the tab.
I had another issue in the User tab (it was yellow as Authorizations one before generating)....all I needed to do to change to green was comparing user (User Comparison button).
After all that, I tried once more to refresh the Crystal report and I still have the error messages being thrown.
There's one more issue in one of the tabs of PFCG transaction, it is on the Menu one where it is with a red sign, but there's nothing talking about it in the manual. I just have a folder called "Role menu" without anything in it.
Can it be the reason why I'm facing errors when connecting the report to SAP infoSets? (remember one of my reports which is connected to an infoSet works good)
Thanks in advance,
Carlos Henrique Matos da Silva - SAP BusinessObjects BI - Brazil.

Best practice for dealing with Recordsets

Hi all,
I'm wondering what is best practice for dealing with data retrieved via JDBC as Recordsets without involving third part products such as Hibernate etc. I've been told to NOT use RecordSets throughout in my applications since they are taking up resources and are expensive. I'm wondering which collection type is best to convert RecordSets into. The apps I'm building are webbased using JSPs as presentation layer, beans and servlets.
Many thanks
Erik

There is no requirement that DAO's have a direct mapping to Database Tables. One of the advantages of the DAO pattern is that the business layer isn't directly aware of the persistence layer. If the joined data is used in the business code as if it were an unnormalized table, then you might want to provide a DAO for the joined data. If the joined data provides a subsiduray object within some particular object, you might add the access method to the DAO for the outer object.
eg:
In a user permissioning system where:
1 user has many userRoles
1 role has many userRoles
1 role has many rolePermissions
1 permission has many rolePermissions
ie. there is a many to many relationship between users and roles, and between roles and permissions.
The administrator needs to be able to add and delete permissions for roles and roles for users, so the crud for the rolePermissions table is probably most useful in the RoleDAO, and the crud for the userRoles table in the UserDAO. DOA's also can call each other.
During operation the system needs to be able to get all permissions for a user at login, so the UserDAO should provide a readPermissions method that does a rather complex join across the user, userRole, rolePermission and permission tables..
Note that f the system I just described were done with LDAP, a Hierarchical database or an Object database, the userRoles and rolePermissions tables wouldn't even exist, these are RDBMS artifacts since relational databases don't understand many to many relationships. This is good reason to avoid providing DAO's that give access to those tables.

Best practice to deal with computer or departed employee

Dear All,
I would like to inquire about the best practice to deal with computer and computer account of a departed employee. should be disabled, reset, deleted, or just kept as it is until it is needed by another user?
Regards
hiam
Hiam

Ultimately your needs for their identities and equipment after they leave are what dictate how you should design this policy.
First off, I recommend disabling the account immediatly following the employee's departure. This prevents the user from using their credentials to log on again. Personally I have a "Disabled Users" OU in Active Directory. When I disable accounts
I move them here for easy future retrieval.
It is possible the user may return, or if they have access to certain systems you may need the account again. I would keep the accounts for a specific amount of time (e.g. 6 months, but this depends on your needs) and then delete them after this period of
time.
If the employee knows the passwords to any shared accounts (not a good idea though many organizations have these) or has accounts in other systems that do not use Active Directory authentication, immediately change the passwords to these accounts again following
the employee's departure.
If the employee had administrative access to their computer (not a good idea, though is the reality in most cases) you should disable the computer account and remove it from the network. This will prevent the employee from remotely accessing the machine
until you are able to rebuild or inspect it for unapproved changes.
Ask the user's manager, team members, and subordinates if there are any files that the employee would have stored on their computer. Back these up as necessary.
Most likely you will reuse the computer for another employee. For best results you should use an image so you can re-image their machine and not have to worry whether they had installed any unwanted software (backdoors, viruses, illegal software, etc).
Hope this helps.
Jason Warren
@jaspnwarren
jasonwarren.ca
habaneroconsulting.com/Insights

Where to download CRM best practices

Hi, guys:
I was trying to find the way to download CRM best practices from service.sap.com, however, I cannot find the path to find the document, if you know where it is, would you please let me know?
Thanks,
Eric

Maybe
Thinking InJava would be a nice place to start.I just checked my library to see whether I own Effective Java (just
changed that). My first reaction was: "WTF? I have a J2ME book? And
JDBC, of all things!?" :)lol! In a way I like the idea of a j2me technology stack; I just find the
realization thereof a totally, dumb mess. Those telecom drones don't
really want to be compliant so nor will their implementations they
provide either.
JDBC is just a necessary evil, no more no less. xml is an invention of
the devil's bad and nasty sister though ;-)
kind regards,
Jos

Best practices for dealing with Exceptions on storage members

We recently encountered an issue where one of our DistributedCaches was terminating itself and restarting due to an RuntimeException being thrown from our code (see below). As usual, the issue was in our own code and we have updated it to not throw a RuntimeException under any circumstances.
I would like to know if there are any best practices for Exception handling, other than catching Exceptions and logging them. Should we always trap Exceptions and ensure that they do not bubble back up to code that is running from the Coherence jar? Is there a way to configure Coherence so that our DistributedCaches do not terminate even when custom Filters and such throw RuntimeExceptions?
thanks, Aidan
Exception below:
2010-02-09 12:40:39.222/88477.977 Oracle Coherence GE 3.4.2/411 <Error> (thread=DistributedCache:StyleCache, member=48): An exception (java.lang.RuntimeException) occurred reading Message AggregateFilterRequest Type=31 for Service=DistributedCache{Name=StyleCache, State=(SERVICE_STARTED), LocalStorage=enabled, PartitionCount=1021, BackupCount=1, AssignedPartitions=201, BackupPartitions=204}
2010-02-09 12:40:39.222/88477.977 Oracle Coherence GE 3.4.2/411 <Error> (thread=DistributedCache:StyleCache, member=48): Terminating DistributedCache due to unhandled exception: java.lang.RuntimeException

Bob - Here is the full stacktrace:
2010-02-09 13:04:22.653/90182.274 Oracle Coherence GE 3.4.2/411 <Error> (thread=DistributedCache:StyleCache, member=47): An exception (java.lang.RuntimeException) occurred reading Message AggregateFilterRequest Type=31 for Service=DistributedCache{Name=StyleCache, State=(SERVICE_STARTED), LocalStorage=enabled, PartitionCount=1021, BackupCount=1, AssignedPartitions=205, BackupPartitions=204}
2010-02-09 13:04:22.653/90182.274 Oracle Coherence GE 3.4.2/411 <Error> (thread=DistributedCache:StyleCache, member=47): Terminating DistributedCache due to unhandled exception: java.lang.RuntimeException
2010-02-09 13:04:22.653/90182.274 Oracle Coherence GE 3.4.2/411 <Error> (thread=DistributedCache:StyleCache, member=47):
java.lang.RuntimeException: java.lang.ClassNotFoundException: com.edmunds.vehicle.Style$PublicationState
     at com.edmunds.common.coherence.EdmundsEqualsFilter.readExternal(EdmundsEqualsFilter.java:84)
     at com.tangosol.io.pof.PortableObjectSerializer.initialize(PortableObjectSerializer.java:153)
     at com.tangosol.io.pof.PortableObjectSerializer.deserialize(PortableObjectSerializer.java:128)
     at com.tangosol.io.pof.PofBufferReader.readAsObject(PofBufferReader.java:3284)
     at com.tangosol.io.pof.PofBufferReader.readAsObjectArray(PofBufferReader.java:3328)
     at com.tangosol.io.pof.PofBufferReader.readObjectArray(PofBufferReader.java:2168)
     at com.tangosol.util.filter.ArrayFilter.readExternal(ArrayFilter.java:243)
     at com.tangosol.io.pof.PortableObjectSerializer.initialize(PortableObjectSerializer.java:153)
     at com.tangosol.io.pof.PortableObjectSerializer.deserialize(PortableObjectSerializer.java:128)
     at com.tangosol.io.pof.PofBufferReader.readAsObject(PofBufferReader.java:3284)
     at com.tangosol.io.pof.PofBufferReader.readAsObjectArray(PofBufferReader.java:3328)
     at com.tangosol.io.pof.PofBufferReader.readObjectArray(PofBufferReader.java:2168)
     at com.tangosol.util.filter.ArrayFilter.readExternal(ArrayFilter.java:243)
     at com.tangosol.io.pof.PortableObjectSerializer.initialize(PortableObjectSerializer.java:153)
     at com.tangosol.io.pof.PortableObjectSerializer.deserialize(PortableObjectSerializer.java:128)
     at com.tangosol.io.pof.PofBufferReader.readAsObject(PofBufferReader.java:3284)
     at com.tangosol.io.pof.PofBufferReader.readObject(PofBufferReader.java:2599)
     at com.tangosol.io.pof.ConfigurablePofContext.deserialize(ConfigurablePofContext.java:348)
     at com.tangosol.coherence.component.util.daemon.queueProcessor.Service.readObject(Service.CDB:4)
     at com.tangosol.coherence.component.net.Message.readObject(Message.CDB:1)
     at com.tangosol.coherence.component.net.message.requestMessage.distributedCacheRequest.partialRequest.FilterRequest.read(FilterRequest.CDB:8)
     at com.tangosol.coherence.component.util.daemon.queueProcessor.service.grid.DistributedCache$AggregateFilterRequest.read(DistributedCache.CDB:4)
     at com.tangosol.coherence.component.util.daemon.queueProcessor.service.Grid.onNotify(Grid.CDB:117)
     at com.tangosol.coherence.component.util.daemon.queueProcessor.service.grid.DistributedCache.onNotify(DistributedCache.CDB:3)
     at com.tangosol.coherence.component.util.Daemon.run(Daemon.CDB:37)
     at java.lang.Thread.run(Thread.java:619)
Caused by: java.lang.ClassNotFoundException: com.edmunds.vehicle.Style$PublicationState
     at java.lang.Class.forName0(Native Method)
     at java.lang.Class.forName(Class.java:169)
     at com.edmunds.common.coherence.EdmundsEqualsFilter.readExternal(EdmundsEqualsFilter.java:82)
     ... 25 more
2010-02-09 13:04:23.122/90182.743 Oracle Coherence GE 3.4.2/411 <Info> (thread=Main Thread, member=47): Restarting Service: StyleCacheOur code was doing something simple like
catch(Exception e){
    throw new RuntimeException(e);
}Would using the ensureRuntimeException call do anything for us here?
Edited by: aidanol on Feb 12, 2010 11:41 AM

What are best practices for managing my iphone from both work and home computers?

What are best practices for managing my iphone from both work and home computers?

Sync iPod/iPad/iPhone with two computers
Although it isn't possible to sync an Apple device with two different libraries it is possible to sync with the same logical library from multiple computers. Each library has an internal ID and when iTunes connects to your iPod/iPad/iPhone it compares the local ID with the one the device normally syncs with. If they are the same you can go ahead and sync...
I have my library cloned to a small 1Tb USB drive which I can take between home & work. At either location I use SyncToy 2.1 to update the local copy with the external drive. Mac users should be able to find similar tools. I can open either of the local libraries or the one on the external drive and update the media content of my iPhone. The slight exception is Photos which normally connects to a specific folder on a specific machine, although that can easily be remapped to the current library if you create a "Photos" folder inside the iTunes Media folder so that syncing the iTunes folders keeps this up to date as well. I periodically sweep my library for new files & orphans withiTunes Folder Watch just in case I make changes at one location but then overwrite the library with a newer copy from the other. Again Mac users should be able to find similar tools.
As long as your media is organised within an iTunes Music or Tunes Media folder, in turn held inside the main iTunes folder that has your library files (whether or not you let iTunes keep the media folder organised) each library can access items at the same relative path from the library folder so the library can be at different drives/paths on different machines. This solution ensures I always have adequate backups of my library and I can update my devices whenever I can connect to the same build of iTunes.
When working with an iPhone earlier builds of iTunes would remove any file not physically present in the local library, even if there was an entry for it, making manual management practically redundant on the iPhone. This behaviour has been changed but it will still only permit manual management with a library that has the correct internal ID. If you don't want to sync your library between machines on a regular basis just copy the iTunes Library.itl file from the current "home" machine to any other you want to use, then clean out the library entires and import the local content you have on that box.
tt2

Is backlit keyboard of 13-inch Macbook Pro with Retina display integrated English and Russian ?

Is backlit keyboard of 13-inch Macbook Pro with Retina display integrated English and Russian ? I mean Russian is integrated on keyboard not by using stickers or installing font

cobebc wrote:
Is backlit keyboard of 13-inch Macbook Pro with Retina display integrated English and Russian ? I mean Russian is integrated on keyboard not by using stickers or installing font
Apple does make these, but they are not sold everywhere. Where are you located?
Nobody in these forums represents Apple or any store, so to find out whether you can buy a particular product you will need to contact stores directly yourself. In the US you can sometimes get unusual keyboards by talking to an apple retail store and asking for a special order.
http://www.apple.com/retail/

Best practice for developing with CRM 2013 (On Premises)

Hello all. I'm just starting to work with CRM, and I have some questions that hopefully will be simple for the seasoned developers. It's mostly just some best practice or general how-to questions for the group.
- When creating a new Visual Studio CRM Project I can connect to my CRM Instance and create new WebResources which deploy to the CRM instance just fine, but how can I pull all the existing items that are in the CRM Solution into the Visual Studio CRM project?
Or do I need to export the solution to a ZIP, expand it with SolutionPackager.exe, then copy these into my Visual Studio project to get it into sync?
- When multiple developers are working on changes is it best to keep everything in a Visual Studio project as I mentioned above, or is it better for everyone to have their own instance of CRM to code with so they can Export/Import solutions as needed then
these solutions be manually merged before moving into a common Test/QA environment?
- When modifying the submenu on a CRM form is it suggested to use Ribbon Workbench or is it better/easier to just export the solution, expand it with SolutionPackager.exe, modify ribbondiff and anything else required for the change, package it
back up, then reimport to CRM? I've heard from some that Ribbon Workbench has some limitations, but being green I wasn't sure what those limitations might be or if it'd be best to just manually make these changes. Or is thre any way to have a copy
of ribbondiff in Visual Studio and deploy this without having to repackage the Solution and Import in the ZIP?
I think that's it for now :) Thanks for any advise or suggestions. I really want to start learning the in's and out's of CRM and how all the pieces fit together. Also can someone direct me to some documentation or books that might give
more insight on developing for CRM 2013 or 2015 (moving to this soon)?
Thanks for your time.

Hi Sam
Also interested in best practice around this area - especially recommended development routes, unit testing, continuous integration etc - it would be great if you posted here if you find any good articles etc. At the moment we tend to just push changes
onto a live system as and when appropriate and I'd prefer to move away from that...
Thanks
Stuart

What are some best practices to work with Compressor 3 droplets and new Compressor 4?

I have purchased Final Cut Pro X / Motion 5 and Compressor 4 from the App Store. My installation of Final Cut Studio 6.0.6 / Motion 3.0.2 / Compressor 3.0.5 has been moved to a new folder "Final Cut Studio". I have started the old version of Motion first as advised in this document.
I just tried to use my old Compressor 3 droplets and i am able to convert as before.
I am wondering what I should do now and what the best practices are
Use the old droplets and stick with Compressor 3?
Import the droplets to a new location to be able to use them in Compressor 4?
Recreate new droplets with similar settings within Compressor 4?
What are the changes I can expect from using Compressor 4?

I've found that it helps to meet with each person in your new org that you'll be supporting. Start with the Eloqua Admin(s) and ask for an overview of standard reports, naming conventions, folder structure, processes, etc. Make sure to do the same with sales operations, too. If you're moving into an admin role ask for the data dictionary so you can study it to understand how the data maps from front end CMS to MAP to CRM.
The next phase would be to meet with field marketing and campaign managers. Ask them about current projects, future projects and how you'll support their success with Eloqua.
And last but certainly not least - process documentation! Ask for all of those things and you'll be rocking and rolling in no time.
Good luck in your new role!

Best practice for dealing with Recordsets, JDBC and JSP?

I've spent the last three years developing web apps using JSP, Struts and Kodo JDO for persistence. All of the content for the apps was created as Java objects using model classes and saved to an Oracle db. Thus, data retrieved from the db was as instances of the model classes and then put into Struts form beans, etc.
I changed jobs last month and am now having to use Servlets with JDBC to retrieve records from db tables and returning it into Recordsets. Oh, and I can't use Struts in my JSPs either. I'm beginning to think that I had it easy at my previous job but maybe that's just because I was used to it.
So here are my problems/questions:
I have two tables with a one to many relationship that I need to retrieve data from, show in a jsp and be able to update eventually.
So here's what I am doing:
a) In a servlet, I use a SQL statement to join the tables and retrieve the results into a Recordset.
b) I created a class with a bunch of String attributes to copy the Recordset data into, one Recordset row per each instance of the bean and then close the Recordset
c) I then add the beans to an ArrayList and save the ArrayList into the session.
d) Then, in the JSP, I retrieve the ArrayList from the session and iterate over each bean instance, printing the data out to the jsp. There are some logic statements to determine when not to print redundant data caused by the one to many join.
e) I have not written the code to update the data yet but was planning on having separate jsps for updating the (one) table and the (many) table.
Would most of you do something similar? Would you use one SQL statement to retrieve all of the data for display and use logic to avoid printing the redundant part of the data? Or would you have used separate SQL queries, one for each table? Would you have saved the results into something other than an instance of a bean class that represents one record in the RecordSet? Would you have had a bean class with attributes other than Strings - like had a collection attribute to hold the results from the "many" table? The way that I am doing everything just seems so cumbersome and difficult compared to using Struts and JDO before.
Your help/opinion will be greatly appreciated!

Would you use one SQL statement to retrieve all of the data for display Yes.
and use logic to avoid printing the redundant part of the dataNo.
I believe in minimising the number of queries. If it is a simple one-many join on a db table, then one query is better than one + n queries.
However I prefer to store the objects in a bean class with attributes other than strings - ie one object, with a collection attribute to hold the related "many" records.
Does the fact you are not using Struts mean that you have to use scriptlet code? (shudder)
Or are you using JSTL, or other custom tags?
How about tools like Ant? Junit testing?
The way that I am doing everything just seems so cumbersome and difficult
compared to using Struts and JDO before.Anything different takes adjusting to. Sounds like you know what you're doing for the most part. I agree, in terms of best practices what you have described so far sounds like a step backwards from what you were previously doing.
However I wouldn't go complaining about it too loudly, too quickly. If you're new on the block theres nothing like making a pain of yourself, and complaining how backwards the work they have done is to put your new workmates' backs up
Look on it as a challenge. Maybe discuss it quietly with a team leader, to see if they understand how much easier/better/less error prone such approaches can be?
Struts, cumbersome as it can be, definitely has the advantage of pushing you to follow good MVC practice.
Good luck,
evnafets

What is best practice for dealing with Engineering Spare Parts?

Hello All,
I am after some advice regarding the process for handling engineering spare parts in PM. (We run ECC 5)
Our current process is as follows:
All materials are set up as HIBE's
Each material is batch managed
The Batch field is used for the Bin location
We are now looking to role out PM to a site that has in excess of 50,000 spare parts and want to make sure we use best practice for handling the spare parts. We are now considering using a basic WM setup to handle the movement of parts.
Please can you provide me with some feedback on what you feel the best practice is for dealing with these parts?
We are looking to set up a solution that will us to generate pick lists etc and implment a scanning solution to move parts in and out of stores.
Regards
Chris

Hi,
I hope all the 50000 spare parts are maintained as stock items.
1. Based on the usage of those spare parts, try to define safety stock & define MRP as "Reorder Point Planning". By this, you can avoid petty cash purchase.
2. By keeping the spare parts (atleast critical components) in stock, Planned Maintenance as well as unplanned maintenance will not get delayed.
3. By doing GI based on reservation, qty can be tracked against the order & equipment.
As this question is MM & WM related, they can give better clarity on this.
Regards,
Maheswaran.

CRM Best Practices V1.2007 with ERP HR Integration, C01 and C05

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