Basis guy roles in CRM implementation

hi guys .i have been alloted in CRM implementation.can u give me any procedure othere than installation.pls help me out.

Hi Juan,
I'm surprised that you are still surprised by this kind of question !
Regards,
Olivier

Similar Messages

Standard authorization role for CRM implementation team member

Hello,
We are starting SAP CRM implementation project (7.0) and I would like to avoid giving sap_all authorizations to functional consultants in development environment. Unfortunetly I can't find standard customizer profiles like the ones in ERP system exists.
So the objective is to have quite broad role or profile with no restrictions in customization and functional area. However it's important not to have Basis authorizations in this role/profile. Hope that someone can give me a hint in this direction.
Thnak you,
Jahoo

Hi,
as soon as the implementation team member should also do developments my experience is that without SAP_ALL you will have much trouble. Therefore in our dev-system each consultant will have SAP_ALL authorization. Of course only in the DEV-System.
Kind regards
Manfred

What are the roles in CRM implementation Project(all generic extractions)

Hi Gurus,
Now I am placed from a support project from BW (CRM) implementation project(all are generic extractions).
& I am also new to implementation project.
what are the neccessary steps to be taken when we are implementing BW for CRM.
Gurus please clarify my doubts.
1. what are the steps in implementation project in detail(as a developer).
2. what are the sizes of the cubes,ODS & How to decide them.
3. what are the neccessary steps for Master data & Transaction data.
4.How to make the functional specifications for Infoobjects,cubes,ODS,Remote cubes,Multiproviders.
5.can we change to delta loads to full loads if yes what happens to existing data.
6.How flat file extraction used in the case of crm& how to do ascii format.
7.What are the steps to be taken when we are creating Queries & Reports in BW CRM.
It's very urgent.
thanks = points.
Bwcheta.

1. what are the steps in implementation project in detail(as a developer).
U have to basically to the techinal design after understnading the functional designs and implemnet the same( creating infoobjects, datatargets, datasources, queries etc.). Then u have to load data and do the unit testing on the same.
2. what are the sizes of the cubes,ODS & How to decide them.
Completely the business reqmnet and the data that the client wants to load.
3. what are the neccessary steps for Master data & Transaction data.
U have to understand ur master data and transaction data on the basis of whch u have create ur infoobjects and load data in them and finally in the datatarget.
4. can we change to delta loads to full loads if yes what happens to existing data.
Sure u can do that by choosing Full update in the infopkg. It will just load the complete data instead of changed records.
*Hope it helps.

Basis consaltent role in BI implementation

Hi
For implementing BI system what is the roles & responsabulties of Basis consaltent?
i.e what are the things i need to ask for the basis consaltent to for BI System?
ADV thanks for help

1)     Run transaction SICK for consistency check
2)     Configure STMS
1)     Create Domain Controller
2)     Create Virtual System say QCB
3)     Create Transport Layer say ZABC
4)     Create Transport Route
Integration system as UTL
Transport Layer as ZABC
Configuration system as QCB
5)     save
6)     Distribute and Activate
Before going for SGEN change the number of Dialog and BGD processes
Shut down the system through management console
Goto Profile directory in /usr/sap/UTL/SYS/Profile
Change the processes number and save
Start the system
Check in SM50
DIA u2013 6
BGD--4
SGEN: Load generator
1) Select the option as Generate all objects of Selected Software components
2) Select all the components and start the job directly.
It will take around 4 hours
Client copy:
1)     Login into 000
2)     Logical system creation using sale
3)     Create client 100
4)     Give the logical system entry
5)     Now save
6)     login into 100 using SAP* and PASS as the password
7)     Goto SCCL
8)     Selected Profile: SAP_ALL
9)     Source client: 000
10)     Start immediately
11)     Can be done in background processing mode or parallel processing mode.
12)     Execute the function "rs_mandt_unique_set"

Mapping between ICProfiles in CRM 5.0 VS Business role in CRM 7.0

We're upgrading CRM Webclient UI from CRM 5.0 to CRM 7.0. As per Upgrade Master Guide, there is listing of Migration activities. We're working on Migration Activities for IC Profiles in CRM 5.0 to Business Role in CRM 7.0.
Please advise us how to do mapping to set up Business Profiles on the basis of IC Profiles in CRM 5.0
Thanks,
Saeed

This issue has been resolved. MAy be closed.
This is manual mapping process

Mapping Z account group in ERP to Z BP role in CRM

Hi all,
We have a scenario where we need to download customers created in custom account groups into CRM and map them to Business Partners in Custom BP Role. With PIDE settings, you can only map a Account Group to a CRM classification. This classification is mapped to a standard BP Role in CRM. We also tried to implement the note 914437. But the code given in this note doesn't work as desired. If anyone has implemented this scenario and/or used this SAP note, please advise me on the solution approach.
Thanks & Regards,
Karthik

Hi Krishna,
I have the same required as yours.
I implemented the note 914437.
I noticed two peculiar cases from the standard mapping i.e. (standard BP Role sold to party)
1) In BP transaction, in Display in BP Role drop down list box there is no custom BP Role as shown above but if I select the detail Icon I can find it there as shown in below screen shot.
2) I found in Tx BP there is only one BP Role as shown above but in CRM Web UI there are two BP Roles in the ROLEs assignment block.
Could you please add your comments or solution for it.
Thanks,
Raja

SAP CRM Implementation Process

Hi Guy's,
I am kind of new to SAP CRM... I am in the process of finding as much information as possible regarding SAP CRM. I have a general question (show below) regarding CRM Implementation... I am hoping to get an answer from you....
Q: If any Company chooses to implement SAP CRM in 2 or more phases.... then which functionalities (Ex: in Marketing, Sales and CIC) the company would implement in the 1st phase and what are the other functionalities he would like to implement in the next phases?
Let me know if the question is not clear enough....
I really appreciate, if you could explain in detail.....
Thanks in advance...
Sreen

Hi Sreen,
In the case of Sales / ICWC you could start with basic order entry. This would be phase 1.
In phase 2 you could add extended fact sheet, sales contracts, case management, and scripting functionalities. If you decide to include Marketing, then this phase could for example include free goods.
Phase 3 would consist of extended marketing functionality: full segmentation of BPs according to multiple marketing attributes; marketing calendar/plan and campaigns.
Phase 1 alternative: Leave ICWC for phase 2 and only implement basic sales functionality in phase 1. In that case you would do order entry via CRMD_ORDER and not via ICWC. Phase 2 would then included (basic) ICWC functionality.
Of course the demands and requirements of your customer would be leading in deciding the phasing of your project.
Kind regards,
KZ
<u>p.s. please award points if useful.</u>

SAP CRM Implementation Project - Phases/Stages

Hi all
I am very new to this Area !
I would like to know different Phases/Stages in the SAP CRM Implementation Project !
Regards
RJ

Remo,
I believe every SAP CRM Implementation project would follow the ASAP methodology which is as follows:
Phase1: Project Preparation
The system landscape is set up, consultants are assigned. Project charter is created etc.
Phase2: Business Blueprint
The implementation consultants do a study of the clients business and learn how the processes/ cycles involved thru discussions, workshops etc
This is documented as an AS-IS document.
The clients business processes are then mapped on to SAP by the consultants.
This is documented as the TO-BE document
Gap Analysis is performed to identify any gaps between the AS-IS and TO-BE documents. i.e. something that the client wants but cannot be met thru SAP CRM. Then enhancements etc come into picture.
Phase3: Realization
The system is configured as per the TO-BE document. And the client is given for testing.
Phase4: Preparation for Go-LIve
Once the client confirms all the unit and integration tests, the master data needs to be uploaded. Other system checks by basis and SAP itself are performed.
Phase5: Go live and support
The project goes live and the consultants give a month's of hypercare or support.
Hope this is wat you were expecting.
Regards,
Julius
P.S: Reward if it helps.

Vat u do when u find missing indexs as Basis guy.

Hello Gurus,
This question has been asked in an interview, and answer my friend gave
1q) vat u do when u find missing index as Basis guy.?
A) He said he will locate the program table associated with it and let the programmer know about it,
especially if it is a Zprogram
to create an index on this. or if a programmer/ABAPEr creates a ticket for basis basis team will take care.
i know for sure depending on the role ABAER or Basis also create an index.
2q) how do u create index
A) thru se11
3) y not thru oracle database
A) SAP recommends not to touch objects at database leve (select be ok )
After these questions my friend got doubt itseems for obvious reasons.
Please let me know ur comments insights into this. .
Regards
vk

Hi,
Look at SAP Note 912620 - FAQ: Oracle indexes
you get answers for your query.
regards,
kaushal

Design,Build CRM Implementation Project

Hi Friends,
                I have been involved in Project Realization stage.Now we have a
              requirement where in we need to design,build(IMPLEMENTATION)
              project.Please send me any documents and what to know before
              stating a project.My mail ID is <b>[email protected]</b>
Regards,
Jayapal Reddy.

Remo,
I believe every SAP CRM Implementation project would follow the ASAP methodology which is as follows:
Phase1: Project Preparation
The system landscape is set up, consultants are assigned. Project charter is created etc.
Phase2: Business Blueprint
The implementation consultants do a study of the clients business and learn how the processes/ cycles involved thru discussions, workshops etc
This is documented as an AS-IS document.
The clients business processes are then mapped on to SAP by the consultants.
This is documented as the TO-BE document
Gap Analysis is performed to identify any gaps between the AS-IS and TO-BE documents. i.e. something that the client wants but cannot be met thru SAP CRM. Then enhancements etc come into picture.
Phase3: Realization
The system is configured as per the TO-BE document. And the client is given for testing.
Phase4: Preparation for Go-LIve
Once the client confirms all the unit and integration tests, the master data needs to be uploaded. Other system checks by basis and SAP itself are performed.
Phase5: Go live and support
The project goes live and the consultants give a month's of hypercare or support.
Hope this is wat you were expecting.
Regards,
Julius
P.S: Reward if it helps.

Regarding Business object roles in CRM

Hello friends,
What are the business object roles in CRM ?can any one can explain about this.
Regards,
Rajasekhar.

Hi Rajasekhar,
Did you mean "business roles" ?
The concept of business roles is more used and important in WebUI. SAP CRM business roles are used to package the main business content needed to perform a specific job function. Defining a role influences the complete content visible to a user assigned to this role.
Some examples of standard roles are:
SALESPRO (Sales Professional)
SERVICEPRO (Service Professional)
IC_AGENT & IC_MANAGER (Standard Interaction Center Agent & Manager)
Hope this is what you are looking for.
Regards,
L

Assign biz role through CRM -SU01 and display page at portal

HI, SDN Fellows.
I am creating some custom portal roles at portal and mapped it to the custom business roles for some PCUI screens at crmc_blueprint_c --> "Assign Portal Role to Single Role" ("Assignment of CRM Role to Portal Role").
Currently, our portal UME data source is mapped to CRM system.
Right now, I have to assign both the CRM Role through SU01(to have access the CRM Object Method at CRM-PCUI application) and Portal Role through User Admin of WAS/portal (to access/display the PCUI iView in the portal).
My goal is to just assign role through CRM-SU01 and achieve the same output as I described above. Meaning can I just do the role assignment for the CRM role (through SU01) and able to access to the CRM-PCUI application through portal (able to see the pcui screen)?
Thanks,
Kent

What I want is when I assign a role (Sales Manager) said user A in CRM system, userA should able to see the related workset/page/iviews in the portal (without the need to assign the same: Sales Manager role in portal).
Now, what I have to do is assign the related objects into a single/composite roles in CRM (for backend data access), then I have to assign a portal role (through User Admin of Portal, so that they can see the portal content),
is that a way we can do it in one step?
Thanks,
Kent

Role concept - CRM - EP

Hi All,
I imported the business package for CRM in enterprise portal.rightnow i am dealing with security aspects. I have some conceptual doubts related to role concepts with this Business package.
I have a role for sales manager in business package, com.sap.pct.crm.SalesManager,which have some iviews and external services. from the documentation, i came to know that this role corresponds to "SAP_PCC_SALES_MANAGER" in BW system and "SAP_PCC_SALES_MANAGER" in CRM system.
I just want to know, which strategy, I should use for Role, user to role assignments in my scenario i.e. either "EP as leading system" or "ABAP system as leading system"
I was thinking of having ABAP system as lead. i.e. getting the role menu and user to role assignments from CRM system and BW system and adding this to the delta link of portal role that came with business package, so that i could get the user assignements from both the CRM and BW systems. but later i came to know that this role, SAP_PCC_SALES_MANAGER is portal specific role in BW and CRM, so i was worried of how to get the user assignments of the original sales manager role in crm system and bw system to the portal.
right now, i am totally confused and have no ideas. I thought that some one could help me in this regard with thier experience.
Thank you

HI
please ensure that user is present with same userid as that in portal with both BW and CRM system and then use com.sap.appintegrator.portal component for creating transactions of any type ussing template iview as well get user autorization for user for both the roles in BW.
hope this helps
With Regards
Subrato kundu

Developer Role for CRM Functional Team

Hello,
I would like to have your inputs on creating a developer role for CRM Functional Team in Dev system.
I found a standard role SAPCRM_DEVELOPER , does it has sufficient Authorisations to carry out the config work in CRM or do we need any more additional Auth.
The team members also have IC AgentIC ManagerSrv Pro roles as well.
Thanks in advance
regards
sam

Hi,
You don't need a role to development team. You can assign the auth. in dev system and perform the tests in the specifics roles.
Best regards,
Caíque Escaler

Replicate ship to without sold-to role in CRM

Hi,
We are replicating business partners from ECC to CRM. What is happening is all Ship-to's and Bill-to's are replicating from ECC to CRM in 2 roles : one Ship-to/Bill-to and in addition Sold-to role.
Is this standard behaviour? Can we change this so that ship-to only comes in ship-to role in CRM and also Bill-to comes in Bill-to role and without additional sold-to role in CRM.
We are using CRM 2007.
Any pointers will be helpful.
Thanks
Dan

Hello,
The integration of business partners between ECC and CRM is controlled by a table in R/3. In R/3 check the PIDE transaction.
For more information on this, search this forum for PIDE or check building block "C10: CRM Central Master Data" on SAP Best Practices on help.sap.com.
Hope this helps,
Joost

Basis guy roles in CRM implementation

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