CRM Portal Role Copier

Anybody used this tool?
A portal role is linked to a backend single role. SAP ships several standard portal roles / backend single roles specific to CRM.
Since the CRM Portal Roles hyperlink between several portal iViews / PCUI applications within the Portal (this is setup in the backend on tables crmc_prt_role_mo & crmc_prt_role_rl). To make things easier there is a role copied on the Portal (crm admin role)
But I've tried using this by copying a crm backend single role and portal role that exists to a new single backend crm role and portal role. So far hasn't work
The documentation says make sure the single role and portal role exists - are they talking about the destination role?
Also mentions addition to desitnation role field - what's this?

To keep it clear ,using role copier copy CRM backend role to custom role whatever created on portal .Once portal role is generated assign that to user profile to get the object links .
Thanks,
Thirumala.

Similar Messages

Changing Portal Role after the status change of user status at the CRM end.

Hi,
I have Portal with Java database as the default and CRM is connected to it using SSO.The database in both the case in separate.The users that are created in Portal will have a BP status in CRM sytsem.
Now my requirement is that if the status of the BP gets changed at the backend simultaneoulsy its Portal role should also gets changed.How shall i facilitate this procedure of changing the Portal Role?
Is there any RFC ,BAPi or Webservices required for this?
Regards,
Amarys
Edited by: amarys on Sep 13, 2011 11:20 AM

Hello,
Since the status has no number it will appear under statuses W/O number bottom right in status overview window.
These status will appear as additional text beside current user status. For example if user staus is BUG and status without number is DFL and sets when deletion flag is set and gets deleted when it is revoked than user status will appear as
BUG DFL -
Deletion flag set.
BUG -
When deletion flag revoked.
You have to live with it. I don't think there is a way out for that.
Thanks
Saikishore Ganga.

Is there a way to automatically map CRM Roles to Portal Roles

Scenario:
When a new user registers on our portal he is assigned a CRM Role, however, he still needs to be assigned a Portal Role. Since we will have many users registering through our portal we do not want to assign roles to users manually. We want this to be an automated process, which requires almost no administration after the initial configuration.
Solution we are looking for:
Ideally we would like to do some configuration on the Portal side that would some how pull roles from CRM user store and map them on to appropriate Portal roles. In our case the reverse would also be ok as well, i.e. we do some configuration on the CRM side that would push the appropriate role to the Portal and do the Portal Role assignment.
Does anyone know how to do this? I am very new to portals so a detailed explanation would be very helpful.
Thanks for all the help!
Muhammad Osman Yousuf

No, the portal role will not be the same for the same CRM Role.
So for example...
On the CRM side we have CRM_ROLE_A, CRM_ROLE_B, and CRM_ROLE_C and on the Portal sider we have PORTAL_ROLE_A and PORTAL_ROLE_B.
All mappings given are possible...
CRM_ROLE_A = PORTAL_ROLE_A
CRM_ROLE_B = PORTAL_ROLE_A and PORTAL_ROLE_B
CRM_ROLE_C = PORTAL_ROLE_B
The solution you mentioned, will it work with the above mappings?
Thanks for all the help!
Muhammad Osman Yousuf

Page w/3 Iviews will not display all iviews thru Portal Role?

Hello All,
I am having a problem with getting 2 of 3 iviews to display through my portal role(s). 1 of the iviews is a copy (generated thru the wizard with same properties) of the SAP Bank information iview and the other 2 I created in the KM content (1 is an image and the other is html). If I preview the page, I see all 3 of my iviews with no problem.
Just a little history, I created a new area page called payments which I tied Bank Information and w-4 to via config in the back end. I z copied all my resources and tied the correct PCD to them.
It almost seems that it is still calling the SAP delivered Bank information? But, I checked all my config and nothing that is configured is pointing to there iview/page?
Any suggestions would be greatly appreciated.
ESS 1.0 - EP7.0
Thanks,
Mike

Hello Priya,
Thank you for getting back to me so quickly on this. I did create a z copy of the bank information service and called it z_employee_bank_us_serv05. I created the iview with application name 'per_bank_us' and as for the 'Application Parameters', I did not fill anything in which leads me to my next question.
I know when I create a new area, that I need to fill in the application parameters of the path to the 'Area group pages'
(Example: sap.xss.menuarea=Z_EMPLOYEE_BENEFITPAY_ERP2005&sap.xss.menuargrp=Z_SAPDEFAULTESS_ERP2005&sap.xss.menuhdr=SAPDEFAULT),
What would the verbage that would need to be added to the application parameters for this just to point to the service?
THX

Issue with Web report interation on CRM Portal (7.0)

Hi,
System Landscape/Access route: CRM Portal (7.0) => One BI System (ABAP + JAVA = 7.3 SPS 5 Patch 3)
After we upgraded our dual SID One BI system (BI-ABAP + BI-JAVA) to 7.3 SPS 5 Patch level 3; the CRM Portal (version 7.0) which uses Application Integration iViews to launch One BI reports has following issues:
1. Buttons like Open, Save, etc. do not work
2. Drag-drop of characteristics from Free-Characteristics into report does not work.
These functionalities work for the same query if I copy the BI-Java stack URL in a separate internet browser. But the same query / URL does not work when rendered via the CRM Portal.
All these functionalities were working prior to the One BI upgrade. Can you please guide on how to fix this issue?
Thanks and regards,
Pratik

Hi,
Kindly confirm what was the earlier version of the One BI System (ABAP + Java), before it was upgraded.
Thanks,
Swapna Priya.

PCUI CRM Portal Performance Issues

Hi Folks,
We are using the PCUI CRM Portal. we done the Customized tab, like Product, Customer and Trade Contract Planner.
All most all we are used Standard BSP Application, CRM_BSP_Frame. and all class and method also copy from Standard Class, and we add the small code for only one event: Query event.
Issues are..
Portal logon is woking fine, and when ever user client the Trade Contract Planner, Its taking much time to load. Other tabs are load very fast.
Any one please guide me.. How it will work fine.
Thanks,
Siva

Is this a new install of the portal, or have you upgraded from an earlier version?

Unable to create followup activity in crm portal

Hi All,
When we are trying to create a follow-up document for an activity all the fields are
getting grayed out and we are unable to create any follow-up document.But from GUI we
are able to create it successfully. We are using CRM 5.0
I have given all the necessary authorizations and the sales representative role is also added still the issue is seen.
please suggest
Thanks & Regards,
Swetha

You need to maintain blueprint table entries for the Back End CRM roles that you have created. Goto Transaction CRMC_BLUEPRINT_C navigate to Navigation(URL generation) "Assign object Method to Role" .
Add a new entry for your custom role if you have assigned the custom role in portal to the Enterprise Profile and under object type select the type of object you are trying to create followup(Example Opportunity,Order) , Method type is "Application" and Implementation Type : S - BSP as external Service and in ID Page/Service give the PCD location of the Portal Role that you are using.
Regards,
Swami
Reward points if it helps.

Automating Portal Role Assignment

Hi Everyone,
At my project we are looking to automate the process of Portal Role assignment.
With our current design, a user initially logs into the ISA and ICSS Portal as an anonymous Portal user. To view all content the user will be required to register himself on the portal. Once the user registers himself, a user record is created on the backend CRM system. Now when he tries to log into the portal with his new username and password he gets a blank screen because he has no Portal Roles assigned to him.
We need need to create Portal Roles for each CRM user. The new Portal Role will be based on user type in the CRM system. Since we have several users logging in and creating new accounts, we need to automate this process of mapping a CRM user to an appropriate Portal Role and then actually creating the Portal Role on the Portal.
Has some one does this before or has an idea how to do this?
Any help will be really appreciated...
Thanks!
Muhammad Osman Yousuf

Hi Michael,
Thanks for the help so far. Do you think the following mappings would work with the solution you recommended?
On the CRM side we have CRM_ROLE_A, CRM_ROLE_B, and CRM_ROLE_C and on the Portal sider we have PORTAL_ROLE_A and PORTAL_ROLE_B.
All mappings given are possible...
CRM_ROLE_A = PORTAL_ROLE_A
CRM_ROLE_B = PORTAL_ROLE_A and PORTAL_ROLE_B
CRM_ROLE_C = PORTAL_ROLE_B
Thanks!
Muhammad Osman Yousuf

Role Mapping For Portal Role Assignment and ABAP Role Assignment

Summary:
- Under the GRC configuration of Roles> Role Mapping we are trying to utilize the role mapping feature in GRC for associating a dependent role to a main role.
- We want to use this role mapping feature for the purposes of adding an Enterprise Portal role for every ABAP role that gets approved for the user in an ABAP component system (i.e. ECC, BW, CRM etc). We will have a 1:1 mapping of Enterprise Portal role to ABAP role defined in the role mapping section in GRC.
- We want to set up the workflow in such a way that the main role (ABAP role) is the only role that needs to be approved. The dependent role (Enterprise Portal role) should be added or not added based on the approval or denial of the main role (ABAP role). In other words if the role owner for the abap role approves the abap role, then both the abap and EP role will be provisioned by GRC and if the role owner rejects/denies the role, then neither the abap or EP role will be provisioned by GRC.
Problem Description:
Our Scenarios we tested:
Scenario 1:
Main Role: Attached to Initiator A & workflow A (routes to single approver based on role)
Dependent Role: Attached to Initiator B & workflow B (routes to auto approval or no approval)
*Problem with the Scenario 1setup above, the dependent role will always get approved & provisioned regardless of the approval or denial of the main role.
Scenario 2:
Main Role: Attached to Initiator A & workflow A (routes to single approver based on role)
Dependent Role: Attached to Initiator A & workflow A(routes to single approver (same as main approver) based on role)
*Problem with the Scenario 2 setup above, the dependent role will always also need to get approved by the same approver as main role and it opens the possibility that the approver may accidently approve the main role and deny the dependent role, which is not the ideal setup as we inherit the risk of human error.
Questions:
1. Does the dependent role need to be defined in an initiator at all since it will never directly be requested directly?
2. If the dependent role does need to be in the initiator file, please describe how to properly setup the initiator and workflow stage & path so that we can maintain the desired relationship with the main role approval dependency? (if the role owner for the main role approves the main role, then both the main role and dependent role will be provisioned by GRC and if the role owner rejects/denies the main role, then neither the main role or depedent role will be provisioned by GRC
Edited by: Rene Griffith on Feb 26, 2010 10:22 PM

I tested this set up.
1. Defined ABAP role as Manin role
2. Defined Non-ABAP role as dependednt role
3. ABAP role is set up in initiator requiring business approval.
4. Non-ABAP role is set up in initiator with no approval required.
Results Where Business Approver approves the ABAP Role
1. Only the ABAP role is displayed in approver view which is desirable.
2. ABAP role is approved and Non-ABAP role and ABAP role is provisioned.
Results Where Business Approver rejects the ABAP Role
1. Only the ABAP role is displayed in approver view which is desirable.
2. ABAP role is rejected but Non-ABAP role is provisioned which is not what we want. We want the Non-ABAP role not to provision if the ABAP role is rejected by the business approval.
Thanks again for your help.

Internet exlorer 7.0 can not display crm portal content

hi gurus,
we are using crm5.0+ep7.0, we have loaded the portal content (business packages) for crm and crm high tech. the patch level is: 13 level 0 (BBPCRM is 6).
I use portal role channel manager. when we want to display some crm content in portal which runs by explorer 7.0, sap will popup another window and turn into blank with error. the ie error says: object doesn't support this property or method. and the url:http://crmdev.iecsh.com:8000/sap(ZT1PQnhTbWh6Ym01Y0R3M0JqKnQ2R1VRLS10MDlLNjhsU1Z6XzdLTmUqc2RFUjFnLS0=)/bc/bsp/sap/crm_bsp_frame/mainDH.do
while the original window is just continuing displaying the signal: loading.
with ie 6.0, it's ok.
can anyone help me out? thank you very mcuh.

Microsoft Internet Explorer 7 as mentioned in SAP Note 981710 this version is not supported by any current NetWeaver Portal / WebAS / ITS / BSP / BEX / CRM Web Application Component......
SAP Strongly recommend to our customers to block this update until this version
This version (IE 7.0) "should be" supported as of SPS19 (NW '04) or SPS10(NW 2004s) and there exist several errors found in the operation on previous releases.
be supported or the SPS be released (this is mentioned on the note), please note that once the system has performed the update there is not possible to go back to IE 6.0
For further information please refer to:
http://www.microsoft.com/technet/updatemanagement/windowsupdate/ie7announcement.mspx
http://service.sap.com/sap/support/notes/981710

How many portal roles are needed for multi-country ESS?

we are implementing ESS for multiple countries.
has anybody tried to use one portal role for all countries?
the new ESS business package comes with one ESS portal role that has content for all countries. I was wondering if we can use this role as-is (after making a copy of course) to present content for all countries, instead of creating one portal role for each country.
Regards,
Tiberiu

in Employee Self-Service > General Settings > Homepage for Self-Services > Resources> Define Resources
did you have to enter the PCD path to the country-specific iView?
In that path you associate any resource to a Portal Page. Just change the PCD Path for custom Pages only.
Only the services are "country-specific" (because they have assigned a MOLGA). Follow the path from my previous answer to add any country-specific app.
the standard installation does not have the PCD path populated, it has the name WebDynpro application component instead
This is common issue. Depending on how the installation/upgrade was performed, the resources table is populated or not. But if is not populated, the "URLof PCD Page" property is taken from client 000. In my last implementation, i expected this issue, but i not populate manually this property and everything works fine.
Kind regards

IView to show Portal Role User Assignments

Is there a Standard iView which can show what users are assigned to a portal role?
Thanks.
Regards,
Mel Calucin
Bentley Systems

You can use delegated user administration to control the access
http://wiki.sdn.sap.com/wiki/display/EP/ConfiguringDelegatedUser+Administration
If you want only read-only access
1. Copy the standard User Admin role from Portal Content - Content Provided by SAP - Admin Content - User Administrators
2. Paste it in one your own custom folders
3. Adjust the name and ID and remove unwanted areas in the custom role (like Import and Activity Reports)
4. Go To User Administration and search and select the newly created role.
5. Select the Assigned Actions Tab and remove all the actions and just add the UME action - Read_All
6. Save your role and assign it to a test user (without the user admin standard role) to verify.
Thanks
Prashant

No Portal Roles assigned issue

Hi Experts ,
We had recently integrated CRM with portal , but some users inspite of having the portal roles assigned to their id were getting an Access Denied page (we had customized the "no portal roles assigned " error page ) . Knowing the dependency of portal on IE and browser settings , this issue is sometimes resolved by clearing cache , cookies , and changing a few browser settings etc on IE 6.0 . If this doesn't work then upgrading to IE 7.0 definetly helps . Since this is just a workaround , I would like to know if anyone has experienced such a thing before and has a solution for this . Your inputs will be highly appreciated .
Regards
Mayank

Hi Mayank,
This is an error which happens when there is No roles assigned to the user. I am not sure how your systems are designed for User Management. Say for example in some cases LDAP is used to maintain Group to User Relationships and Portal Roles are connected to Groups therfore all users in the group is assigned to the Role. In some cases UME is used.
Having said that you can disable the cache for the browser. You have to compromise with the performance however, this will ensure that everytime the user logs in, the request will always go to the server.
Regards
Avik

Portal roles as Hyper Links

Hi Gurus,
How to make portal roles as hyper link?
Regards,
venkat

Hi Venkat,
To provide access to a workset or page within a role via URL, just copy the 'PCD Location' parameter of the object within the role and use the following syntax:
http://<server>:<port>/irj/portal?NavigationTarget=ROLES://<PCD_LOCATION>
You could also use the short URLs to link directly to a page object:
1- Goto 'System Administration -> Navigation -> Short URLs'
2- Search for the page object, and find the corresponding short URL to the above mentioned PCD Location
3- Use the short version of the URL 'http://<server>:<port>/irj/portal?NavigationTarget=navurl://<SHORT_URL _ID>'
Hope this helps.
Regards,
Joseph
Added 'short URL' information
Message was edited by:
Joseph Zeinoun

Portal 7.3: Can not find portal role "Content Manager"

Hello, All
As for portal 7.3, I can not find the following portal role available:
pcd:portal_content/specialist/contentmanager/ContentManager
I am trying to configure repository manager but the following path is not visible to me:
System Administration -> System Configuration -> Knowledge Management -> Content Management
To make the "Knowledge Management" visible, I try to assign "ContentManager" role to my user account, but I can not find this role.
My user account was created as a copy of the administrator user so that it should have all authorizations.
My question:
How to make "Knowledge Managment" visible to me in portal 7.3?
Does "content" related roles help to make "Knowledge Managment" visible to user?
Many thanks!
Best regards!
Welkin

Hi Welkin
Search the ContentManager role in the user administration. It should be available if the KMC component are deployed in the server. [Click Here|http://help.sap.com/saphelp_nw73/helpdata/en/03/294dbd0b07af46b002417cbf2409fa/content.htm]
Please check the system and component information in the server :
For System Information: http://<hostname>:portnumber/sap/monitoring/SystemInfo
For Component Information: http://<hostname>:portnumber/sap/monitoring/ComponentInfo
Hope it will helps
Best Regards
Arun Jaiswal

CRM Portal Role Copier

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