CRM customer fact sheet with Business Objects reports

Hi,
We want to show business objects reports at customer fact sheet area. Is it technically possible? Do you have any ideas?
Thanks
Ozge

Any ideas?

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Creation of a simple custom fact sheet with assignment block

Dear CRM Gurus,
i need to create a custom fact sheet with a assignment block and link for that has to be given in a navigation bar . once if I click on that navigation bar the custom fact sheet has to be displayed. am relatively very new to crm. kindly help me in this aspect.

Hi Thomas,
" By default, the Collect Signatures workflow is associated with the Document content type and it is thus automatically available in document libraries for documents or workbooks that contain Microsoft Office Signature Lines. "
It doesn't work for a custom list which cannot be added with the document content type, please see more information from below,
http://office.microsoft.com/en-us/sharepoint-server-help/use-a-collect-signatures-workflow-HA010154428.aspx
Thanks
Daniel Yang
TechNet Community Support

Create New Info Block in ECC for CRM Customer Fact Sheet

Hi,
we have a requirement to add a new info block in Customer Fact Sheet to display Equipment master from ECC. the info block required somehow is not listed in standard ECC info block.
is there any way i can configure the info block in ECC so i can call it from CRM? or do i need to develop it using ABAP in ECC?
thanks in advance

What I really really need is an example of how a new Assignment block can be created so that it appears in the PDF fact sheet.
I'm aware that the interface within the Smartform will need to be changed, along with the coding to process any new data being parsed in. The copied class, now called ZCL_UIU_PRN_ACCOUNT has a method called Collect_data which populates the itabs and forwards to the appropriate Smartform. I'm currently looking through this code to see what needs to be done.
The collect_data method loops through the data in the CRMT_BSP_PRINT table and retrieves the data structure and class, and I assume it calls them, but I have no idea what these classes have in common as I can't see common theme with them.
The data sources are:
CRMT_BSP_ACTIVITY2_BP
COMT_BSP_BP_ADDRESS
CRMT_BSP_CONTACT_OBJ_BP
CRMT_BSP_INT_HISTORY_BP
CRMT_BSP_OPPORTUNITY_BP
CRMT_BSP_ACC_R3_FACT_SHEET
CRMT_BSP_ACC_RELATION
CRMT_BSP_SALES_AREA_BP
and their associated class/interface is:
CL_BSP_ACC_ACCMOD_ACTIVITY
CL_BSP_BP_ACCMOD_ADDR_MIX
CL_BSP_ACC_ACCMOD_CONTACT
CL_BSP_ACC_ACCMOD_INT_HISTORY
CL_BSP_ACC_ACCMOD_OPPORTUNITY
CL_BSP_ACC_ACCMOD_PRN_R3DATA
CL_BSP_ACC_ACCMOD_RELATIONS
CL_BSP_ACC_ACCMOD_SALES_AREA
It would look like a lot of these classes are based on CL_BSP_*ACCMOD classes, but that's guesswork on my part.
I am unhappy that I seem to be pioneering here as there's no guide/help on exactly what needs to be done to add new AB's/sections to the PDF fact sheet. I find that strange as most areas are well documented, except this area as far as I know.
Sure, there is a note which identifies some of the objects that need to be changed, but misses out a vital table, but there are no guides. There are many people who produce videos on how to achieve the easier stuff, like adding fields to AB's via the UI configurator, but there seems to nothing in the area of extending the PDF fact sheet.
Jas
Edited by: Jason Stratham on Apr 29, 2010 10:22 AM

CRM 2007 - Customer Fact Sheet

Hi Gurus,
i've been looking for customer fact sheet screen but can't find any in the standard account master screen in CRM 2007.
any help really appreciated
JD

Hello Jushan,
while debugging in business partner I saw some stuff about the CFS.
Have a look at method CL_BP_HEAD_BPHEADOVERVIEW_IMPL->IF_BSP_WD_TOOLBAR_CALLBACK~GET_BUTTONS()
In it do a search for "--- Factsheet". This will point you to the weired code I stumbled upon.
Do not know if it will help you. Maybe you can just assign yourself this User parameter or debug around it. By the way, it will show the button for CFS in the business partner overview page. Never tried to click on it though.
cheers Carsten

Reporting of recursive tables with Business Objects 6.1

Post Author: pk7
CA Forum: Publishing
Can anyone tell us how to traverse recursive tables with Business Objects 6.1? For example, let's say you have an Employee table with Emp_ID, Name, Manager_ID. Like so:
Emp_ID Name   Manager_ID
1           Jeff           4
2          Grace        3
3           Stacey      1
4           Wayne      null
The task is to report the hierarchy of employees starting with one employee (e.g. Grace) and showing who ALL of her superiors are. Desired result would be:
Grace
      Stacey
            Jeff
                   Wayne
We have seen the expanation the seems to require the duplication of a table but we prefer not to have the same data stored in multiple tables.
Thx!

Hi Dan,
Thanks for your response. However, what I meant by client installation is exactly as what you have said below.
I start the BusinessObjects Enterprise XI 3.1 Setup, go to custom install, which shows up the following options-
Client Components
Web Tier Components
Server Components
Database Access
etc. etc.
Initially I unselected all, drilled down Client Components and just installed the Developer Components. But the code used to fail with an InvalidCast exception when we used to cast an InfoObject to a Report as following-
Report report = (Report)infoObjects[1];
This code used to work fine with earlier installations of business objects.
This happened with all 3 of us who installed just the Dev components. To get over this we installed the whole Client Components and the above problem got resolved.
And now we realize that even the whole Client Comp is not enough because it gives the casting problem while doing the destination stuff.

Open Business Objects report with J2SE

Hi, How can I do to open a Business Objects report with J2SE aplicattion?
Thanks,

Depending on the version of Crystal Reports / Business Objects you have, there are Java libraries you can use to connect to the Business Objects Application server. I spent a lot of time on BO's website figuring it out. In the end i only needed a few libraries to connect, and ask the server to print a report. I remember that there was a way to have the server send a pdf as a binary stream, that you could then save as a pdf file and read. You can do a lot more with the SDK, to the extent of creating your own report creation tool. If you would like some specifics, i might be able to find the some of the documentation i used. It all came from the BO website.
Wish i could be more help
chip.
Edited by: Chipper on Mar 3, 2010 3:29 PM

CRM standard Business objects reports or dashboard content to enable

Hi
Can anyone provide the inputs on availability of standard Business objects reports or xcelsius dashboards in CRM as content.
How to activate and use them. (not the BI content).

Hi
I think in SAP BO Not Available Standard Business Content only based on user requirement the Bo Consultant Report is Created.
Regards
R.S.Reddy
Edited by: R.S REDDY on Feb 28, 2012 6:26 AM

Extending Standard account Fact Sheet with Custom BO fields

I have created one custom BO with 2 free text fields. The fields are embedded in the standard account screen in a new tab.
The custom fields have to be available in the account summary fact sheet as well.
BO Definition:
[AlternativeKey] element AccountID: apCommonGDT:BusinessPartnerInternalID;
node Note1[1,1]
element ID:ID;
[DependentObject(TextCollection)] node FIELD1;
node Note2[1,1]
element ID:ID;
[DependentObject(TextCollection)] node FIELD2;
Is it possible to extend the standard fact sheet with these custom BO fields ?

Hello Surajit,
If you need a field to store string of big length, you can use LANGUAGEINDEPENDENT_Text. Have you tried that already? This data type doesn't have any length restriction.
Thanks & Regards,
Meghna

Modification in interaction center Customer Fact Sheet of XSLT program

Hi All,
There is a requirement to do a small modification in CRM winclient Interaction Center Customer Fact Sheet.
A new data need to be displayed in the fact sheet according to certain condition.
The fact sheet is displayed upon the code written in XSLT program. Need to understand how the code is fetching the data values from the RFC client. The part of the code is as below (unable to post the code). Can some one tell me what the attributes in the XSLT code are and where are they defined.
Condition need to be written to display the meter type based on the serial number of the meter. Can this be done in XSLT program or else where.
I have also looked at the class for the environment ZCL_CFS_GET_ENVIROMENT. I do not see any custom method created here. Also looked that there were no BADI available.
Kindly let me know where the condition need to be written.
Thanks to All
Regards
P Raj

The info object of the environment is assinged with class ZCL_CFS_GET_ENVIRONMENT, this class has method GET_REPORT, this method calls function module ZCRM_CFS_READ_ENVIR.
The code of condition is to be written in this function module.
The attributes of the code is to be called in the specific area in the XSLT program of the environment.

BW Query in CRM Account Fact Sheet : Error

When selecting a BW query in the account fact sheet : the following error message is shown :
"Query can not be loaded (Data Provider "DP_1" : No service-implementation is available)"
Do we need to create a web service for this ?

Hi there!
There are at least two connections required:
1) RFC connection from CRM to BW java stack,
2) Within the CRM fact sheet, the BW source also needs to be defined.
Check out
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  CRM Middleware and Related Components  Communication Setup  Middleware Parameters  Define Middleware Parameters
2.     Choose R/3 customer fact sheet and order status.
3.     Choose New Entries (F5).
4.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSOLTP
Parameter 1     CRMCFSOLTP
RFC Destination     <RFC destination for the ERP system>     RFC destination has been created in building block CRM Connectivity
5.     Choose Save (Ctrl+S).
6.     Choose Back (F3) twice.
7.     Choose BW customer fact sheet.
8.     Choose New Entries (F5).
9.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSBW
Parameter 1     CRMCFSBW
RFC Destination     <RFC destination for the BW system>     RFC destination has been created in building block BI Connectivity
10.     Choose Save (Ctrl+S).
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  UI Framework  UI Framework Definition  Fact Sheet  Maintain Fact Sheet
2.     Choose BP_ACCOUNT_FS.
3.     Choose Copy As.
4.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_ACCOUNT_FS
Fact Sheet Title     Otis Account Fact Sheet
Description     Otis Account Fact Sheet
5.     When prompted, select Copy All Dependent Entries.
6.     Choose Save (Ctrl+S).
7.     Choose ICCMP_FS.
8.     Choose Copy As.
9.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_IC_AFS
Fact Sheet Title     Otis IC Account Fact Sheet
Description     Otis IC Account Fact Sheet
10.     When prompted, select Copy All Dependent Entries.
11.     Choose ZOTIS_IC_AFS.
12.     In the Dialog Structure on the left, double click and select folder option View Assignments.
13.     Choose New Entries.
14.     Maintain the following table entry.
Field name     User action and values     Comment
Component Name     BP_FACTSHEET
Interface View     BIReport
Inbound Plug     DEFAULT
Title     BI Report
15.     Choose Save (Ctrl+S).
I hope this helps.
John Hawk

Performance issue with Business Objects Java JRC API in CRXI R2 version

A report is developed using java JRC API in CR XI release 2. When I generate the report in the designer, it took less than 5 seconds to display the results in crystal report viewer inside the designer. But in the QA environment, when I generate the same report from the application, it takes almost 1 to 1.5 minutes to display the same results in PDF. I also noticed that if the dataset contains bigger volume of data, then the reports are taking even longer almost 15 to 20 minutes.
While generating the report from the application, I noticed that most of time is taken during the execution of the com.crystaldecisions.report.web.viewer.ReportExportControl Object method as shown in following line of code
exportControl.processHttpRequest(request, response, context, null)
We thought the delay in exporting the report to PDF might be the layout of the report and data conversion to PDF for such a bigger volume of data.
Then we investigated the issue and experimented quickly to generate the same report with same result set data from the application using XML, XSL and converted the output XSL-FO to PDF using Apache FOP (Formatting Objects Processor) implementation. The time taken to export the report to PDF is less than 6 seconds. By doing this experiment, it is proved that the issue is not with conversion of data to PDF but it is the performance problem with Business Objects Java JRC API in CR XI R2.
In this regard, I searched for the above issue in the SAP community Network Forums -> Crystal Reports and Xcelsius -> Java Development -> Crystal Reports. But I did not find any answers or solutions for this kind of issue in the forums.
Any suggestion, hint in this matter is very much appreciated.

Ted, The setReportAppServer problem is resolved. Now I could able to generate the report with hardcoded values in the SQLs in just 6 seconds where as the same report was generated in CRXI R2 in 1 minute 15 seconds as mentioned in the earlier message.
But, our exisiting application passes the parameter values to the SQLs embedded in the report. For some reason the parameters are not being passed to the report and the report displays only the labels without data.
As per the crj 12 samples codes, the code is written as shown below.
1. Created ReportClient Document
2. SetReportAppServer
3. Open the report
4. Getting DatabaseController and switching the database connection at runtime
5. Then setting the parameters as detailed below
ParameteFields parameterFieldController = reportClientDoc.getDataDefController().getParameterFieldController();
parameterFieldController.setCurrentValue("", "paramname",paramvalue);
parameterFieldController.setCurrentValue("", "paramname",paramavalue);
byteArrayInputStream = (ByteArrayInputStream)reportClientDoc.getPrintOutputController().export(ReportExportFormat.PDF);
6. Streaming the report to the browser
Why the parematers are not being passed to the report? Do I need to follow the order of setting these parameters? Did I miss any line of code for setting Params using crj 12?
Any help in this regard would be greatly appreciated.

WebSphere Portal 6.1 SSO problem with Business Objects Release 3 server.

Have anybody successfully integrated SSO between WebSphere Portal 6.1 BO portlet with Business Object release 3 server ?? If so please help. I have followed the steps in BO documentation (Portal Integration Kit for WebSphere) but when I logged on to portal I get the following error message
Auto signon to the BusinessObjects Enterprise infrastructure at hostname failed. Contact your reporting administrator for assistance." message

Anybody still looking for a solution following the below guides.
http://help.sap.com/businessobject/product_guides/boexir31SP3/en/xi31_sp3_pik_adminportlet_en.pdf
Replace secEnterprise with secLDAP in below guide for LDAP Automatic Sign
http://help.sap.com/businessobject/product_guides/boexir3/en/xi3_pik_deploy_ibm_en.pdf

Problem connecting SAP IS-U (ECC 6.0) with Business Objects Edge 3.1

Dear all,
I'm trying to connect to a SAP ECC 6.0 System (SAP IS-U) with Business Objects 3.1 (for example with Crystal Reports). I have installed the SAP RFC SDK on the ECC server and have imported these transport files:
Open SQL reporting objects
InfoSet reporting objects
Row Level Security Tool
Security functions
Cluster Definition Editor
But CR keeps returning this error "You do not have the necessary rights to design reports against the SAP System". I've read a few threads about that problem here. I couldn't find a specific "ABAP transport" - did I miss to import anything else?
Is there any way to check whether the transport files work as they are supposed to? Like the MDX parser connection test for SAP Business Warehouse.
Any other suggestions?
thanks in advance!

Hi,
I read about these authorization tasks in some other thread, but didn't know what to do.
But now I found the auth. object in the transaction SU21.
Since I cannot edit SAP_ALL I created another profile in transaction PFCG (just in case someone else is still messing with that problem) and added all activities of ZSEGREPORT ans S_RFC.
After that I added the profile to the users in question.
Now everything works like a charm.
Thanks alot!

OpenLDAP configuration with Business Objects

Hello,
i post this news thread for the LDAP configuration.
I work with business object 3.0
i Have an openldap directory .... so I made o custom configuration ...
With this costume config i can had prefectly all of my ldap groups but not my users... !!!! Dramatic.... !!!!!!
"The secLdap plugin failed to get the dn for the user 'nameofuser'.
Wath is the right config for the default openldap directory... ?
Joint Pictures ..
thank U
benjamin for france : Nantes
LDAP Server Attribute Mappings
     Object Class:      objectclass
     Static Group:      posixGroup
     Static Group Member:
     Dynamic Group:
     Dynamic Group Filter:
     Group Description:      inetOrgPerson
     User Object Class:      iud
     User Name:      cn
     User Full Name:      cn
     User Email:      mail
     User Description:      title
LDAP Default Search Attributes
     Default Group Search Attribute:      cn
     Default User Search Attribute:      cn
Edited by: Koffi Jean-Marie on Feb 3, 2009 10:19 AM

Firstly Open LDAP is not officially supported as an LDAP type, due to the wide range of customisation available, it makes it difficult to configure with BO products.
It is important to have an LDIF of a user and a group and to use this when setting LDAP attributes in the CMC. You can use "SAP Note 1253052 - LDAP Attributes Explained" to do this.
Did you check the "New users will be created" radio Button?
Are the group members being specified with the full DN (posixgroups will only have CN)?
Please also review SAP Notes 1203851, 1199496, 1257758 for related solutions to your error.

Automating Testing of Business Objects Reports...

I am a new user to empirix e-Tester and I need some assistance understanding how the program captures events during recording... I am trying to build a very simple test to use against the Business Objects Reporting package.
Basically, I have the following steps in this test case:
1. Login to the system. Got this working and configured.
2. Select a report from the listing of documents. This works.
3. Enter Report Criteria and submit report. This Works.
4. Filter report using drop down boxes that contain valid data filters. This doesn't work.
In step 4, I basically have a screen with 2 frames. The top frame contains drop down lists for the filters. The main frame contains the report data. When I am recording the script it works, but on playback it freezes and times out. If I look through the script, it shows the index of the item I selected in the associated list box. I looked in the address properties and it shows the events (onclick and onchange) and the onchange has the correct index... but it fails to update the data frame with the filtered report... it just times out.
Does anyone understand what I am doing much less doing wrong? I can attach some screen prints if neccessary to clarify what's going on.
TIA,
Wayne

I have run into similar issues like this in my testing. The issue is usually caused by dynamic option values. When you record a script, eTester captures the value associated with the drop down. If on playback it cannot match its recorded value to a choice in the list (remember a drop down is a restricted list) it will come back with a ?failed to set option value?? There are a couple of ways you can fix this. The first option is to expand the page, address and parameters node that that the script fails on. Find the parameters with value, number (Myval, 1) for example. Right-click the parameter and select properties. Click the ?base on index? button. The tool will now select the option by index instead of value. The other possibility is to select options-->Current Script then select General. Check the first option ?Record all list selection by index.? This will do what is described above globally when scripts are recorded. I hope this is inline with your problem and helps.

CRM customer fact sheet with Business Objects reports

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