Segment builder in CRM 2007

Hello all!
I have a short question concerning the segment builder in CRM 2007:
is there only the Java Applet version? Because some functions I have in the GUI Segment Builder are missing there...
So do the users have to live with the reduced functionality?
Thanks for your answers!
Regards Anne

Hi,
regarding the Flex-based Segment Builder: This information is not completely correct.
Yes, there is a Flex-based Segment Builder in CRM 7.0, but is only available for High Volume Segmentation which requires a TREX and provides only a subset of the functionality (e.g. no Product Segmentation, no Relationship Segmentation, only single Business Partners). For the complete Segmentation functionality, there is still the Java Applet in use in 7.0.
From CRM 7.0 EhP1 on the complete functionality will be merged in the Flex-based Segment Builder.
Regards
Sebastian Solzbacher

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CRM Segment builder Showing zero records.

Hello Gurus,
Iam running a segment builder in CRM and the BI report comes with Zero records. The report is all fine in BI and it works 100%, is there anything iam missing on the CRM side.
Please advice.
Thanks,
Praveen

Hello,
I think you might be having some of the characters as mandatory in BI report. When you run the report from CRM, the report expects the value for mandatory fields. You can pass these values from CRM before creating filters in Segment Builder.
Right click on the Attribute and click on the Edit filter condition and check search help of Variable Name if any of the fields are mandatory then give the reqd values here.
Once you put the values then create the filter for attribute.
Hope this will work.
Rgds
Mallikarjun

Error while building B2B for CRM 2007

Hi All
I am trying to make few changes in B2B application for CRM 2007.
I have created projects for crmisawebb2bsap.com and crmhomeshrextsap.com
But whenever I try to build anyone of them.
There is a error.
Build log -
Development Component Build (2009-07-28 12:14:18)
Component name: crm/b2b_2
Component vendor: sap.com
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DC subtype: Enterprise Application
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Thanks
Pratyush

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Best Practices Building Blocks for CRM 5.0 & CRM 2007

Hi Experts,
Where can I find Best Practices Building Blocks for CRM 5.0 & CRM 2007?
Thanks in advance,
Vishwa.

Hi
Go to: http://help.sap.com/
Click on the Best Practices Tab,
Then Cross-Industry Packages,
Then Customer Relationship Management
They should all be under there.
Regards
Arden

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Hello all,
I am trying to use BW Cubes as data sources in the CRM Segment Builder uisng transaction CRMD_MKTDS. For this purpose I set up RFC destinations and logical systems in both the BW and the CRM 5.0 system. In transaction SM59 the connection test works fine, as well as the remote login.
When I try to use the option "Business Warehouse Cube" in the data sources transaction and use the F4 help for the RFC destination, the system simply states "no values found".
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Thanks
Thomas

Dear Thomas,
Did this get solved?
Thank you,
-Vijay

Segment builder does not start in CRM 7

Hello!
I'm trying to get the segment builder in the marketing scenario to work in CRM 7
It starts a java-applet, but I'm pretty sure it is suppose to start a flash variant instead....
We have barely any rights/privileges in Windows, could that cause the problem?
The java version on the PC's is 1.6.0_07-b06
I get no error messages in the logs in CRM.
I haven't found any good docs related to segment builder and if somebody has some good docs, pls let mer know where they are available!
Thanks and regards!
rollo

Hi Rollo!
Try the following steps:
1. Download the latest update at www.java.com
2. Check if the following services are activated:
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- /default_host/sap/public/bc/ur
- /default_host/sap/public/bsp/sap/system
- /default_host/sap/bc/bsp/sap/crm_ui_start
- /default_host/sap/bc/bsp/sap/crm_ui_frame
- /default_host/sap/bc/bsp/sap/crm_bsp_frame
- /default_host/sap/bc/bsp/sap/gsbirp
- /default_host/sap/bc/bsp/sap/thtmlb_scripts
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- /default_host/sap/bc/bsp/sap/crm_thtmlb_util
- /default_host/sap/bc/bsp/sap/bspwd_basics
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- /default_host/sap/bc/bsp/sap/crmcmp_hdr
- /default_host/sap/bc/bsp/sap/crmcmp_hdr_std
- /default_host/sap/bc/bsp/sap/uicmp_ltx
- /default_host/sap/bc/bsp/sap/bsp_dlc_frcmp
- All Services unter /default_host/sap/crm
4. Transaction /nSICF
Activate the following service
/default_host/sap/bc/bsp/sap/crm_mkttg_segap
I think, that will work.
Regards
Oliver

Campaign mgt segment builder in sap crm 7.0

Hi All,
In the segement builder, we need to have the feild employee responsibele and the industry code. Based on this two feilds and other criteria the filter can happen. They can create a target group based on this.
But when i check in the infoset for the BP, I find that the sales employee responsible is found. But i could not find the Industry code feild in the Infoset for BP.
This is the infoset where the Business partner data is maintained u201CCRM_MKTTG_BP_ORG_CDE u201C
How to create a segment builder based on the Employee responsibloe and based on the Industry code in the Graphical modeler. Please let me know if any other infoset contains this data.
I need to know where this feild employee responsibele and the industry code is there, in which infoset it is maintained
Please help me with the steps and configuration....
Regards,
karthik J
Edited by: Karthik J on Nov 1, 2011 7:08 PM
Edited by: Karthik J on Nov 3, 2011 12:20 AM

Hi Karthik,
I am not sure if there is a standard infoset which has the value of Industry and responsible salesrep.
But to achieve your requriement i would advice you to create a custom Infoset using the table CRMM_BUT_FRG0041 as it contains the information on industry sector and you will have to join this table with another table which contains the info on salesrep to create a custom infoset.
You can create custom infosets by joining multiple tables using tcode SQ02
rgrds,
Randhir Soni

How transport profile set in segment builder to other CRM system?

Hello!
I create a lot of profile set in segment builder. I using CRM4 and CRM7 wich connected RFC and middleware.
How transport profile group from CRM4 to CRM7?
Edited by: Vladimir Shilov on Dec 19, 2010 11:08 AM

Dear Thomas,
Did this get solved?
Thank you,
-Vijay

Segmentation in CRM 2007 (6.0) with AND/OR functionality

We have been trying to understand the new functionality in Segment Builder for using the new multi-filter functionality of AND and OR. We know about the multiple filters and using them to u201Ccombineu201D results, but our question is specifically about using the AND functionality because it does not seem to be working (it works just like the OR functionality and we expected it to behave differently). We have tried several scenarios and cannot see any difference in the results whether we use AND Across, AND Within, OR Across, OR Within.
So let me give a more specific example. Let's say I have two attributes, color and type. Color=Red, Blue, Green, White, Black; Type=Sport, Sedan, Truck, Van. Then I have the following assignments of the attributes: Red=Sally, Tom, Joe, and Dick; Truck=Bill, Tom, Sam, Debbie, and Joe.
If I use OR Across attributes, with Red and Truck, I will get those who have any color of Red OR those who have any type of Truck: Result is Sally, Tom, Joe, Dick, Bill, Sam, and Debbie.
If I use AND Across attributes, with Red and Truck, I should only get those who have a Red Truck: Result is Tom and Joe. However, what we have found in our testing is that we get the same result with AND Across attributes as we do with OR Across attributes.
How do we get just those who have both a Red color and a Truck type? Or is the AND functionality broken? If I cannot get this result using the AND/OR functionality, how can i get this result in Segment Builder?
Also see this related Thread: Segment builder and/or functionality....
Thanks, Bryan

So, let me add the step to this that specifically is not working. Let's add to this the fact that to the Material of Truck, there are attached Warranties and Service Contracts (Truck is part of an equipment master). So, now I want all Red Trucks which have a Warranty expiring this month AND no Service Contract. To further explain, the equipment master has a Type (Truck), and either a Warranty or Contract attached to it (either, both, or neither). So I want to use the AND to identify Trucks that have no Warranty or and expiring one, AND Trucks that have no Service Contract. I only want Trucks that meet both conditions at the same time.
In our testing, we have found that using the AND with the KEEP functionality it works in all cases EXCEPT when someone owns more than one Truck. For example, lets say Bob owns two Trucks, one has no Warranty but a Service Contract, and the other Truck has a Warranty, but no Service Contract. In this case, Bob should not show up in the Target Group because he does not own a Truck that has no Warranty AND no Service Contract. However, because he shows up in the no Warranty target group for one Truck, and the no Service Contract target group for the other Truck, when you do a KEEP you get Bob in the final Target Group. Is there any way to find just Trucks that have both no Warranty and no Service Contract?
Thanks, Bryan

Problem with the SAP menu in CRM 2007

Hello all,
We just had a brand new installation of SAP CRM 2007 in our organization. As soon as I logged in I am puzzled to see that all the menus and menu paths won't show up.
For example:
If I go in to Master data --> Business partner --> There is no menu path for Maintain Business partner etc.
Same is the case with Marketing, Sales and Service. I don't see any of the real menu paths for creating marketing projects, segment builder, sales order creation screen etc. All these components are missing.
I checked on SU01 regarding the roles assigned to me. There were none and the profile assigned to me says "Z_SAP_ALMOST_ALL" or something. I tried finding out the existing roles and am not sure about the options. I added the role for business partner in to my user ID, logged off and logged on and still nothing shows up.
The menu is still the same.

Jack,
I'm going to be very polite here about this, but did you read the CRM master guide before your installation or any of the documentation on CRM 2007?
If you have read this you would have realized that the SAP GUI is no longer supported for most business user tasks in CRM according to OSS note 1118231. In addition a search of this forum would have revealed this same answer. That is why those transactions are removed from your menu.
SAP Easy Access CRM 2007 menu
In future please do a search before asking these types of questions. I'm going to lock this thread as it duplicates a past thread and is a generally known CRM 2007 fact.
Thank you,
Stephen
CRM Forum Moderator

Segment Builder find bp from employee responsable

Hi Experts,
I am working with CRM 2007.
Marketing wants to segment customers from sales man (Employee responsable), using sales man as segmentation criteria and getting contact persons of customer as a result. Is this posible with Segment Builder? How?
Best regards,
Cristina

Hi ,
I think you are very close to solving this one.
Try to create an infoset ( t-code: sq02) using the table joints between but000,but000_rel( rel category), but051.
now lets look it this way. Segmentation ( BP) normally gives Accounts as results in TG.later we can extract contact person using the above mentioned FM.
Lets concentrate in getting account A is TG first.To get that we can use 2 filters ( or search criteria as you have put it)
1. has sales employee responsible- this will fetch all accounts which has sales employee responsible assigned to it.
2. the 2nd filter would have to manually maintained in your case.....Mr. Smith....
perform an intersection operation on the profiles( segments)...or even results can be achieved using AND operation...
if everything goes well u will get A as the result in TG....the difficult part is solved now....:-)
to get ms. collins as the result...just add the FM in the data sourse and try all the steps again..kt should definitely work....all the best....

Short dump when opening the segment builder

After the upgrade from CRM 4.0 to 2007, we are no longer able to open the Segment Builder. We always get a short dump (Message_type_X). Anyone encountered this problem before and has a solution?
Thanx in advance!

Hi,
though it is true that in CRM 2007 the GUI transactions should not be used anymore I am able to start the segment builder directly via transactioin CRMD_MKTSEG. It is working without a shortdump.
For documentation I suppose you have to refer to SAP: Help or the documentation available under service.sap.com. The blog posted here might be an alternative as well.
cheers Carsten

Installation problem in CRM 2007 Server

Hi All,
Installation of CRM 2007 IDES giving the trouble at importABAP phase. The installation is going on Windows 2003 server 64 bit, on Oracle 10.2.0.1.0 and J2SDK-1.4.2_17..
It finished 17 steps out of 19, 1 failed and 1 is waiting..
I done some changes, still it is directly going to the failed step(old installation). How can i start from 16th phase of importABAP.
Otherwise is there any way to solve this, I tried from <SID>adm account also still it is giving the problem..
Thanks & Regards,
Sridhar.

This is the sapinst.log
INFO 2009-03-05 14:46:30.328
Connection request to guiengine backend by host 192.168.1.124.
INFO 2009-03-05 14:46:38.296
Copied file 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.xml' to 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.8.xml'.
INFO 2009-03-05 14:46:38.359
Copied file 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.xml' to 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.9.xml'.
INFO 2009-03-05 14:46:40.687
Execute step
Component W2K_ServicePack_Check|ind|ind|ind|ind
Preprocess of component |NW_Onehost|ind|ind|ind|ind|0|0|NW_First_Steps|ind|ind|ind|ind|0|0|W2K_ServicePack_Check|ind|ind|ind|ind|2|0
INFO 2009-03-05 14:46:57.203
Copied file 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/keydb.xml' to 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/keydb.5.xml'.
INFO 2009-03-05 14:46:57.375
Execute step runMigrationMonitor of component |NW_Onehost|ind|ind|ind|ind|0|0|NW_Onehost_System|ind|ind|ind|ind|1|0|NW_CreateDBandLoad|ind|ind|ind|ind|10|0|NW_ABAP_Import_Dialog|ind|ind|ind|ind|5|0|NW_ABAP_Import|ind|ind|ind|ind|0|0
INFO 2009-03-05 14:47:02.671
Switched to user: crmadm.
INFO 2009-03-05 14:47:02.718
Creating file C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS\import_monitor.java.log.
INFO 2009-03-05 14:47:02.734
Switched to user: crmadm.
INFO 2009-03-05 14:47:02.734
Working directory changed to C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS.
INFO 2009-03-05 14:47:02.750
Output of C:\j2sdk1.4.2_17-x64\bin\java.exe -classpath migmon.jar -showversion com.sap.inst.migmon.imp.ImportMonitor -dbType ORA -importDirs D:\cd1\Export1\EXP1;D:\cd2\Export2\EXP2;D:\cd2\Export2\EXP3;D:\cd2\Export2\EXP4 -installDir "C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS" -orderBy "" -r3loadExe C:\usr\sap\CRM\SYS\exe\uc\NTAMD64\R3load.exe -tskFiles yes -extFiles yes -dbCodepage 4103 -jobNum 3 -monitorTimeout 30 -loadArgs " -stop_on_error" -trace all -sapinst is written to the logfile import_monitor.java.log.
WARNING 2009-03-05 14:47:02.937
Execution of the command "C:\j2sdk1.4.2_17-x64\bin\java.exe -classpath migmon.jar -showversion com.sap.inst.migmon.imp.ImportMonitor -dbType ORA -importDirs D:\cd1\Export1\EXP1;D:\cd2\Export2\EXP2;D:\cd2\Export2\EXP3;D:\cd2\Export2\EXP4 -installDir "C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS" -orderBy "" -r3loadExe C:\usr\sap\CRM\SYS\exe\uc\NTAMD64\R3load.exe -tskFiles yes -extFiles yes -dbCodepage 4103 -jobNum 3 -monitorTimeout 30 -loadArgs " -stop_on_error" -trace all -sapinst" finished with return code 2. Output:
java version "1.4.2_17"
Java(TM) 2 Runtime Environment, Standard Edition (build 1.4.2_17-b06)
Java HotSpot(TM) 64-Bit Server VM (build 1.4.2_17-b06, mixed mode)
Required system resources are missing or not available:
DDL control file 'C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS\DDLORA.TPL' does not exist.
ERROR 2009-03-05 14:47:02.937
CJS-30022 Program 'Migration Monitor' exits with error code 2. For details see log file(s) import_monitor.java.log, import_monitor.log.
ERROR 2009-03-05 14:47:03.0
FCO-00011 The step runMigrationMonitor with step key |NW_Onehost|ind|ind|ind|ind|0|0|NW_Onehost_System|ind|ind|ind|ind|1|0|NW_CreateDBandLoad|ind|ind|ind|ind|10|0|NW_ABAP_Import_Dialog|ind|ind|ind|ind|5|0|NW_ABAP_Import|ind|ind|ind|ind|0|0|runMigrationMonitor was executed with status ERROR .
INFO 2009-03-05 14:47:22.0
An error occured and the user decide to stop.\n Current step "|NW_Onehost|ind|ind|ind|ind|0|0|NW_Onehost_System|ind|ind|ind|ind|1|0|NW_CreateDBandLoad|ind|ind|ind|ind|10|0|NW_ABAP_Import_Dialog|ind|ind|ind|ind|5|0|NW_ABAP_Import|ind|ind|ind|ind|0|0|runMigrationMonitor".

Bounce Management in SAP CRM 2007

Hi Experts,
we have SAP CRM 2007 and I have a few questions about Bounce Management.
It is a very simple scenario, so it´s fine if only hard bounces for incoming EMails are handled.
1) Do you need ERMS for that simple form of Bounce Mgt?
2) Is the Usage of Inetraction Center required? (We do not want to)
3) Is it possible/recommended to create Activities out of incoming bounces?
4) Can you segment on Bounces, not only within the Campaign Automation?
5) What ist the effort/set up to use Bounce Mgt in that simple scenario about?
Thanks a lot
Florian

Yes, I was mentioning SAP Note 897730. The major pre-requisite mentioned there is Event linkage settings through SWETYPV transaction and in your case you just need to do the Rule Modeler settings. If you are using DEFAULT policy you do not need to do anything in Service Manager Profile.
The note pre-requisites mentioned are
The required services and service manager profiles for using the E-Mail Response Management System (ERMS) are defined: All entries necessary for bounce management are delivered in the default Customizing. As I mentioned before Service Manager Profile: Bounce is already defined and you are going to use that profile. The required service in your case would be "Bounce Data Update" or one of the 5 standard service mentioned in this note. These are already defined and taken care of in standard configurations. Therefore, you do not need to do anything over there.
Please do the above two settings and if you have any issues please come back to me. I am sure you won't have any issues with the requirements that you mentioned. I just took one hour to set up hard bounce scenario. Only if you are planning to use services that are not standard it becomes slightly tricky. In our case major issue was that there was an error in the standard workflow. I did not know much about Workflow bindings etc. before, but then I had to dig deep into this and it gave me an opportunity to learn workflows. This was the good thing that came out of all this.
Regards,
Deepak
Please note you will have to do the Event Linkage settings in SWETYPV transaction.
Edited by: Deepak Ahuja on Jun 5, 2008 9:15 AM

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

Segment builder in CRM 2007

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