Copy Business Role

Hello ,
Is there some way to copy Business Role including all views?
Or I just need to copy every view separetly?
Thank you
Rika

Hi Rika
I doubt it, I'm not sure why you would want to copy a bulk selection of views in any case.
Views should only be modified on an adhoc basis.
Regards
Arden

Similar Messages

Copied Business Role in Solution Manager ITSM

Hi All
This is eunhwa.
I have a question regarindg copied business role in Solution Manager ITSM.
To copy business role, I copied technical roles Navigation profile, configuration key and PFCT Role ID. And then I copied
a business Role. And assign copied technical roles to copied business role.
And I changed Direct link group UI. For example, in copied business role ZSOLMANPRO, There were many
direct links, I only left ‘incident’ and ‘problem.
However when I selected incident’ in direct link, there was no transaction ‘zmin’ assign. I couldn’t create a incident.
Why this error happened? Is there anything which I miss?
Thanks.
Best Regards,
Eunhwa Park

Hi,
Well, there are multiple things you can check.
1. If you are using IE
You have to add the page/pop-up to the compatibility mode of your Browser.
IE -> EXTRAS -> Settings for Compatibility Mode -> Add -> Refresh the CRM WEB UI
2. Check if you had assign SM-CREATE in the ZSOLMANPRO Navigation profile. (In Assigning the direct link groups to Nav. Bar profile.
3. Check whether you had authorizations for ZMIN in PFCG profile.
4. Additionally check
1905448 - How to restrict the suggested transaction codes when creating an ITSM
Incident using CRM Web UI - Solution Manager
5. In define transaction types corresponding transaction types are active. (In SPRO under solman ->Capabilities->ITSM-> Transactions)
6. Check the copy control whether they are fine. (In SPRO under solman ->Capabilities->ITSM-> Transactions)
7. Ensure that the transaction type's channel definition in customizing is set to 'CRM Web-Client UI'
If your issue is still not resolved yet, please paste the error/screen you are getting.
Regards
Rishav

Navigation Bar Profile - Copying business role SalesPro

Dear all,
i am on CRM 7.0 and i have to create a business role copying the standard one SalesPro. Easy.
Therefore, i want to create a navigation bar profile ZSales pro copying the one already used SLS-PRO for the standard one. But when i make the copy, the system requires an entry in the field Action Object for the entry Object Type: BP_ACCOUNT_CHM, Object Action: "empty in standard", target id: MD_BP_OV and highligth: MD_BP_SR where it is blank in standard !!!
The copy then is not fully done and i cannot create an entry with empty field, how can i manage this, please ?
Thanks for your help,
Jay

Hi,
Refer to this thread Error inNavigation bar creation.
Similarly you can skip those entries for the time being and later maintain it again if needed for dynamic navigation.
Hope this helps.
Cheers,
Sumit Mitta

Copied SALESPRO business role in CRMC_UI_PROFILE, but odd results show.

I have created an new role (Z_SALESPRO) using transaction CRMC_UI_PROFILE. The copied role had all objects copied and I can see that it has the Nav Bar profile of 'SLS-PRO', which is the same as the role 'SALESPRO', being the one that I copied from.
When I log in using the WebUI I can choose the new Z role, but it does not display the 'Create' section in the Nav Bar. This is section that displays next to the 'Recent Items' section of the Nav Bar and has option like 'Appointment, Interaction log, task,E-mail. contact, Lead,Opportunity and Quotation' shown within the boxed area.
If I use the SALESPRO role when logging into the WebUI I do get to see the 'Create' section, and yet the role and Nav Bar settings are IDENTICAL.
Could this be some kind of authorisation issue, or is this problem down to something else?.
Jason

1. go to crm>ui framework>business role>efine business role
2. select your Z business role
3 in the left panel choose option "Adjust direct link groups"
4. check if they are marked as visible (sometimes when coping business roles, this isnot copied)
5. next select direct link group and click in left panel on sub node "Adjust direct links"
6. check also for this level if they are marked as visible
reagrds.

How can we copy an enhancement set to a different Business Role?

Experts,
How can we copy an enhancement set to a different Business Role?
Currently we have an enhancement to a Business Role "SALES PRO." How can i make the same enhancement set active for a different Business Role? ie. MARKETINGPRO.
Thanks,

Hi,
it is recommended to have only one active enhancement set per client.
For your businessrole you could use the role configuration key.
In our system each businessrole has it´s own role configuration key. But we implemented also a BADI if no configuration is found use our company default role configuration key and only if there is also no configuration use SAP .
Kind regards
Manfred

Error while creating Business Role

Dear Frnds,
I am working on webclient , am trying set a Business Role of my own .But it say "You Cannot Assign one PFCG role to different business roles" .As when i copy the standard business role to that role there is no PFCG role assigned. Here i tried copying IC web Manager and do .
Can anyone guide me to solve this.
Appreciate your Help and Thanks in Advance.
Cheers
Ram

Guys,
I got resolved , Follow the Note :-1077251.
Thnxs
Ram

Using fact sheet 'BP_ACCOUNT_FS' in IC business roles

Hi experts!
I have a requirement to customize the fact sheet in IC business role, where the 'ICCMP_AFS' fact sheet always opens. But I need all the assignment blocks and information that is in 'BP_ACCOUNT_FS' fact sheet.
So, is there any way to make that in IC Business Roles there was fact sheet 'BP_ACCOUNT_FS' but not 'ICCMP_AFS'?
This question is extremely important for me.
Thanks in advance,
Andrew.

Hi, Chimalwar!
What I've done:
1. Defined logical link 'ZIC_AFS' in transaction CRMC_UI_NBLINKS, by copiyng it from standard 'IC_AFS'. I only changed the parameter and put it 'BP_ACCOUNT_FS'.
2. Define Profile (choosed the profile I need) -> Define Generic OP Mapping
Choosed my navigation bar profile and made the following customizing:
Object type: FACTSHEET
Obj.Action: B Display
Use target: nothing checked
Target Id: nothing selected
Use Link: checked
LogLink ID: ZIC_AFS
3. Transaction 'BSP_WD_CMPWB', Component: BSP_DLC_FS -> Component structure browser -> Views -> BSP_DLC_FS/factsheet. I've created my own configuration, copying it from standard 'BP_ACCOUNT_FS':
Config key: my own, for my business role
Component usage: <DEFAULT>
Object Type: 'BP_ACCOUNT_FS'
Object Subtype: <DEFAULT>
After confirming Business Partner I can see the fact sheet I defined.
But my task was to see the fact sheet of the business partner when I select it in a call list, before I confirm it. And there was ABAP.
Regards,
Andrew.

Business Roles not getting refreshed in UI

Hi,
When I log in to the Web UI, I can see all my roles.
Now when I delete a Position/user assignment in the org model, I would assume
not to see that role when I log on to the BSP application.
I'm completely coming out of the application to reflect my changes.
My questions would be
1. How to delete a business role
I've tried removing the complete position itself but I can see the roles
I even tried clearing the browser cache but not luck, I'm using Firefox.
2.I wanted to try a different browser, can somebody tell me how to change the browser
3. For the other roles when I login I get an Interaction centre page with most of the screen blank.
I've checked all the links
I did try other solutions mentioned in other threads.
I'm new to this version as well.
I'm following c04 and CR580.
Please do tell me the missing config.
Another point is that I've SAP_ALL role
Points will be given
Thanks in advance
Regards
Deepak
Edited by: deepak nair on Oct 28, 2008 3:39 AM

Hi Deepak,
1. Did you copied SALESPRO business role to ZSALESPRO business role?? If yes, delete ZSALESPRO business role and
again copy SALESPRO business role to ZSALESPRO1 - reason may be by mistake you have copied IC_AGENT or IC_MANAGER to ZSALESPRO.
2. To make your life easy with PFCG roles -
2.1. I suggest you to copy standard Sales Professional role to "Z" role
(eg: SAP_CRM_UIU_SLS_PROFESSIONAL to Z_SAP_CRM_UIU_SLS_PROFESSIONAL) and generate the profile.
2.2. Add role SAP_CRM_UIU_FRAMEWORK (copy of it eg: ZSAP_CRM_UIU_FRAMEWORK)
2.3. Add these roles to your User along with SAP_ALL (or Z_SAP_ALL) and SAP_NEW
3. Add your User to Employee
4. Add your Employee to the Position in Org. Model
5. Select PFCG Role ID = Z_SAP_UIU_SLS_PROFESSIONAL in your business role (ZSALESPRO1)
6. Extend your Position with Business Role (PPOMA_CRM -> double click on your position -> select GOTO -> Detail Object -> Enhance Object Description) -> highlight business role -> click on create info-type -> select your business role (ZSALESPRO1) -> save
7. Clear the browser cache (delete temp. internet files) and delete cookies
8. Log on to WEB UI with your user and password...
I am sure that, if you follow this - you will active WEB UI without any problems. If still you have problems, let me know....
Cheers,
Peter J.

Standard WebClient UI business role for the CRM 7.0

Hello Gurus
where can we get the below mentioned thing....i tried in service market place but i did not get
The predefined authorization roles are provided as attachment BP_CRM_ROLES.ZIP to the collective note of this SAP Best Practices version. Download and unzip the roles to your local directory
after dowloading we need to uplaod in to PFCG roles
(The purpose of this activity is to copy a standard WebClient UI business role and to assign a new authorization role to it. The WebClient UI business role is designed to centralize the authorizations, navigations, and content of the CRM WebClient UI.
The business roles will be adapted to the Best Practices scenario scope)
i am struck of ove here
regards
Sreeram

Hi Sreeram,
The roles you want to assign to the user you have to select for your scenario. The best practice role assigned to an user to navigate to the webclient. The other roles you assign to the user to give authoraization for your scenario. If you will go to C04 document you can get the standard roles which will be assigned to one particular user. For the standard user let sal SALES_MAN we assign the standard roles as peer the best practice as SAP_CRM_UIU_FRAMEWORK ,SAP_CRM_OR_ADMIN, SAP_CRM_OR_USER and BP_SLS_MANAGER. If you need other authorization for the user then copy the standard role and assign the authorization manually in transaction PFCG.
Hope this will help you.
Thanx
Chinmaya

Fact sheet not visible in new Z business role

Hi all,
On creating a new Z marketing professional role after copying from the standard role, I am not able to find the option of viewing the Account Fact Sheet under the link "More" in the customer master. i didnt find any customizing wherein I could assign the fact sheet to the business role.
I've assigned the fact sheet to transaction types under Settings for activities but didnt work out. Any further settings ??
Deserving points to be rewarded, Regards,
Jacob.

Jacob,
check note 1040229.
you have to maintain cluster view CRMV_BUIL_PRT (tx sm34)
there you have to link your newly created business role (its PFCG role) to the form view CRM_ACCOUNT_OVERVIEW_PRN
and to class/interface CL_UIU_PRN_ACCOUNT.
should work this way
regards,
Ineke

Role Based Access through business roles? Switch b/w business roles?

Hey Guruz:
We have a situation where we want to really chop down on what the user should see in UI.
What this basically means is that we want to define job based business roles. In essence a user should only see what he is allowed to execute as part of his job function.
One solution would have been to create 1 business role and control everything through the pfcg role. But, this will be a very unfriendly approach, as the user would never really know what is part of job profile and what not till he clicks on it to find out that it doesnt work and is not authorized for it.
To avoid the above situation, we want to give managers and users the liberty to pick out their own combination of business roles which suits a users job profile. I know this would mean we might have to create quite a few business roles, but atleast it avoids reduntant access.
Any thoughts are welcome.
Questions:
If a user is assigned multiple business roles how to switch without really logging off?
Can we have tabs or something on the header or nav bar which allows a user to switch b/w business roles?
Can the net affect of multiple business roles be combined when assigned to a user ?
Thanks
KT

Hi KT
The whole concept around assigning a Business Roles is to provide a specific set of functions to a specific user or user group.
There should not be any reason for a User to log off from one role and then log in with another.
If for example you want a user to have some Sales Professional access as well as some Service Professional access then you would copy Sales Professional Role to you own custom role, remove the Sales Professional attributes that you do not want, then add in the required Service Professional attirbutes required.
The WEB UI views can then be configured for that particular Custom role you have created.
Hope this helps
Arden

Business Role, Technical Profile, Application, Start Page in UI for service

Hi CRM 2007 gurus,
I have made all the settings in accordance with C04 to use the UI for the services role (copy of business role SERVICEPRO). Created the relevant PFCG role and a position in the org model; with a user and the business role assigned to the position. But I am getting an empty page on login.
Then I changed the technical profile from DEFAULT to DEFAULT_IC; then it started giving an error "Permission denied".
I then changed the start application to CRM_UI_FRAME and the start page to DEFAULT.HTM; then Internet Explorer started exiting on its own after the login.
Can someone pls tell me what is amiss. Do I need to include some specific application and page as the "Startup Application" and "Start Page" in the technical profile (these are currently blank for the technical profile DEFAULT attached to the concerned business role).
Points to be won; kindly help asap.
Regards,
DP

Hi Deepak,
few cents that might help:
- Your problem is definitely not related to authorization issues. (easily derived by the nature of the error message and the point where it occurs (CL_BSP_WD_STREAM_LOADER))
- The error message you received is being raised when CRM UI runtime tries to load a runtime repository. In case a runtime repository of a component has dynamic parts (e.g. the shell part itself), the repository is being loaded by the system via HTTP or HTTPS, depending on system settings. This results in the system sending a HTTP(S) request to itself.
Now, there are two likely reasons for this going wrong:
a) the system cannot "see" itself on the network (hosts problem, reverse proxy sceanrios, etc.)
b) the runtime repository doesn't exist at all (ressource doesn't exist). This sometimes happens if component enhancements are active in a client (customizing settings) but the respective enhancement component (development objects) haven't made it into the system.
c) In your case we can rule out this one: the SICF service for the UI component is not active - in that case the response would likely have been something like "Access forbidden" and you confirmed already all SICF services being active
To get more clarity, you might want to proceed as follows:
- Set a breakpoint in the line mentioned in the error message. You can access the source code of the releavant method using SE38 even though the include name looks pretty scary in the message (CL_BSP_WD_STREAM_LOADER=======CM02 or so).
- In the debugger, check the name of the URL that had been tried to access (The variable should be available some lines above the breakpoint where the request gets sent).
- try to access the same URL directly from your browser.
Now, if you still don't get a valid response, b) might be the case. If you get an XML file back, a) might be the case.
Good luck!
Peter

ICM : Unable to login into DETECTIVE Business role

Hi ,
When I try to log in into DETECTIVE role ,I got issue "Security settings are not maintained, contact your system administrator" .
I have SAP_ALL access and I copied the pfcg role which is assigned to business role and provided full authorization for all auth objects.
Can you please assist by providing the key to access detective role in web ui.
Thanks,
Naveen.

Hi ,
Thanks for your response.
Fixed by self ,change the technical profile in business role to DEFAULT.
Thanks,
Naveen.

Replicate Cust Enhancements on UI Configuration to different Business Roles

Hi Fellas,
I thought this would be straight out of the book solution,
well, but it seems Im not so right .
I need some suggestions on the following issue i am facing-
I had made some custom changes to a CRM application (Creating a Service Request - SRQM_INCIDENTH, Creating
Business Opportunities - BT111H_OPPT) on a Z Business Role which has been associated as default to my User ID.
Now i have been asked to replicate the same UI screen changes to some other Z Business Roles as well.
I took the approach of creating a new UI Configuration (Copy of the exisiting UI Configuration) based on the resp. role - ZABC.
But when i logged into WEBUI with the role ZABC i did not see the view i expected.
Can you all please pour in what you think should be the way to do this job?
Folks plz pour in with quick responses as today is d last day of d mighty 2010 year !
and i certainly dont wanna pull this issue in the mightier 2011
Best Regards
Dedeepya

Hello all,
It lies resolved
Well, my earlier solution was indeed correct. just few tweaks here n there.
Wish u all SDNers a Fantabulous Year 2011.

Z Business Role Creation

Hi,
I am new in CRM and i want to create a business role for a one is for custmoer and one for Call center Agent.
i know some tcode like CRM_UI_Profile and PFCG but dont know how to create it.
Can you explain me in Step by step manner or any privious Forums or link.
I have searched privious forums but i did'nt get expected.
jim

Hi,
the best way to create businessroles is to copy existing ones from SAP standard.
You will be able to do this in CRMC_UI_PROFILE.
For example for IC copy the complete role IC_AGENT to your customer role for example ZIC_AGENT.
Afterwards have a look into the entries and change everything you need.
If you need other navigation entries for example exchange the Navigation bar profile.
You can easily create your own navigation bar profile by copying an existing one in CRMC_UI_NBLINKS.
Good luck.
Kind regards
Manfred

Copy Business Role

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