CRM - Role of technical resource

Hi Experts,
I would like to know what role technical (development) resource expected to play in CRM projects.
I am from ABAP, XI & EP background, would like to work on CRM projects in future.
I would appreciate if you have spell out skills which are desirable and essential to work on CRM projects.
Best Regards,
Krishna

Hi Nagendra,
I would suggest that you need to be good in the following areas for CRM technical role:
1) Middleware Integration : This is a process for integrating CRM with R/3 back-end system and BW systems for different reports and data processing.
2) Groupware Integration : For integration of CRM with Exchange Server and Lotus.
3) CTI : This technology is used for Call Center Integration with SAP CRM
4) BSP : From SAP CRM 2007 we have major role of BSP(se 80). For Z report you should know how to use it
I think that all these are well within the scope of CRM technical consultant. The documentation for all these are available in SDN.
Also it is very difficult to segregate the role of CRM Technical and Functional. You need to read and explore all the things on both sides to have a clear picture about the same.

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Business role for technical users

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Does SAP deliever a crm 7.0 business role for technical/consultant users? I need to get access to the configuration mode i the webclient where I can change and add new fields. Can anybody help me?
Thanks,
regards Camilla

Hi Camilla
Check Best Practice Guide C04.
Create the Power User role as instructed in the document.
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S_TCODE in CRM Roles

Hi all,
I am relatively new to CRM and have the following question regarding design of CRM security roles.
We have a marketing manager who needs to log on directly to the CRM production system to execute a transaction. I have used the CRMD_UI_ROLE_PREPARE programme to create the PFCG role from the business role and this all works ok.
Now they need to be able to execute the transaction so I am wondering:
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Is S_Tcode the only object used for this or are there further considerations for CRM?
Thanks.

Richard,
Since you are relatively new to CRM I suggest you obtain and look through the Security Guide for your version of CRM. From there you might have more specific questions regarding your CRM role design. Its a great start.
https://websmp208.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000401180
Thanks,
Matt

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

<b>Scenario:</b>
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.
<b>Solution we are looking for:</b>
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.
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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

What is the roles of technical and functional consultants in ESS/MSS area?

Gurus,
What is the roles of technical consultants in ESS/MSS area?
What is the roles of functional consultants in ESS/MSS area?
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Thanks,

Hi Thaman,
Responsibility of functional consultant in ESS/MSS:- Functional configuration under SPRO > Employee self service and manager self service, then preparation of Functional specification design (FSD) if any deviation from standard SAP, Unit test plan preparation and all functionailty testing
Responsibility of Technical consultant:- Preparation of Technical specification design document (TSD), activation of work flow and creation of workflow if additional is required. Creatio of form like vacancy requisition form, new position creation form etc.
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Hello,
I have created one coordinator roles in CRM and assigned to one user.
Assigned defualt EP role also, but user is not getting any worksheets and ivews.
How can we map the CRM roles to EP roels.
Thanks
Purna

Purna,
The portal roles drive the iView, workhseet, etc. The backend CRM roles give the needed authorization to run CRM.
I assume your CRM Coordinator role is a custom role, you can either assign the standard CRM Portal Roles that provide the related iView for that backend role or create new CRM Portal Role using Content Admin. You can find the standard CRM portal roles by User Admin, change Search Criteria to Role and uses crm.
Don't forget to check the permission on your new portal roles.
Good luck.
Lye
Hope this

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I need to build the security roles (actual technical roles) with HRCON objectfor date driven security.
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Hi marco,
It is related to Context solution and I need to implement HR Security in terms of context solution.
So Could you please describe Following points:
1. What is context solution
2. How can i implement this context solution and HR Basic security as well
3 What is the prerequiest to learn about HR security
4. I am new for HR Security, SO what would be the approach to implement HR Security.
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SAP CRM Role assignment block - Customer cc

hi there, can anyone please tell me what the Customer CC refers to in the SAP CRM Role assignment block
Thanks, Sue

hi ahmedi khan,
the role key what you have created that will be assign to your business role.
go to CRMC_UI_PROFILE or
SPRO >> Customer relationship Management >>UI Framework >>Business Roles >> Define Business Role
click on your business role and under role config key you have to pass your custom role key..
like this..
go through this link you can get to know..
The Usage of the SAP CRM Role Configuration Key –Detailed example
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Srinivask

What is function consultant role in technical up grade

Hi All,
Please share your experiences on upgrade project.
What is function consultant role in technical up grade.
Aditya.

Check this answered links
Technical Upgrade
Technical and Functional Upgrade
Check also this links module wise,
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Technical Upgrade
FICO Issues while Technical upgrade frm 4.6c to ECC6
Edited by: Jeyakanthan A on May 10, 2010 4:14 PM

Mapping between the query/report and the role with technical names - BI Sec

Hi,
How to find the mapping between the query/report and the role with technical names ?
Like in R/3 we can find the mapping using table AGR_TCODES or thourgh SUIM. However in BI all reports have tcode RRMX.
So. how to find the role for a given query/report like sales report with technical names?

I looked into this quite a while ago and cannot remember the exact details, but I think there were 3 tables needed together with a structure to explore with a function module, and you need to use the program ID to think them.
If you look in SQ01 then I am sure you will find one of the tables, and then search from there onward.
Alternately, while searching you might find a nice report which does this for you.
Hope that helps and let us know whether you find it.
Cheers,
Julius

Mapping between the query/report and the role with technical names

Hi,
How to find the mapping between the query/report and the role with technical names ?
Like in R/3 we can find the mapping using table AGR_TCODES or thourgh SUIM. However in BI all reports have tcode RRMX.
So. how to find the role for a given query/report like sales report with technical names?
Edited by: Phoenix on Jul 26, 2008 4:15 PM

Posted in wrong forum

How to set role to a resource (portal, portlet..)

Hi everybody,
I have a resource's name and I want to set an role entitlement to a resource (portal, portlet, book...) but I don't know how to do this by programming.
Please help me. Thanks

I can get all the roles entitled to a resource by programming as follows:
String delimiter = EntitlementConstants.RESOURCE_ID_DELIMITER;
String resourceID = "com_bea_p13n"+ delimiter +
                    "Portlet"+ delimiter
                    +"showProfile";
String[] roles = RolePolicyManager.listRolesForResource(ApplicationHelper.getNonVersionedAppName(),                    ApplicationHelper.getWebAppName(getRequest()), resourceID);
This code will return all the roles entitled to the portlet 'showProfile'.
So I think, it is possible to set a role to a resource by programming, but I don't know how to do this.
Anyone have an answer?
Edited by: user11732508 on Jul 27, 2009 12:11 AM

Configuration guide for Technical Resource / Technical data in BRIM Provider Contract

Hi Experts,
I am trying understand the concept of Technical Resource / Technical data described in the BRIM process. The help describes the configuration of schema on the product master. But I could not find any info on how this is linked to the Provider Contract.
We are looking at opportunity to replace the Ibase info associated with the Service Contract and are exploring if the Provider Contract - Technical Resource info.
Thanks for any help you can provide.
Regards,
Mandar

Hello Mandar,
normally you should be able to capture the resources without any further activities...
Just for confirmation: You try to capture the resoruces for a provider order? Service contracts do not support Technical Resources. Provider Contracts do, but don't allow manual changes - all changes are captured via Provider Orders.
So I would start analysis to find out if the issue is on UI level (view not displayed or something) or if the API layer does not work at all.
You could start checking in CL_CRM_TC_ORDER_CHANGE=>SET_TECH_RES_DEFAULT() and see if your schema is picked up correctly and if the default entries are generated.
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Best regards
Stefan

Roles tasks and resources assignment

Hi there.
I'm working in CProjet and I need to complete role definition; I can define staf (STAFFING TAB) and assign task (TASK TAB).
In TASK TAB I can create also association between role, task and resource; now, I seem that STAFFING TAB considers TASK TAB assignment, but instead no automatic workload distribution happen.
It looks like no resources link exist between TAB...
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Luciano

Hi,
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You can not distribute required capacity in staffing tab as it is taken from Role.
Hope this will help you
Regards,
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Auditing Roles to actual resource groups membership.

Hi all,
IHAC who would like to run an IDM report/scan periodically which should put in evidence IDM users who hold some group memberships on assigned resources which don't correspond to any IDM Roles held by the user. In other words they would know users who are members of AD groupX but their IDM Roles don't assign groupX membership.
I'm trying AuditScan with the OOTB Audit Policy Rule "Compare Roles to actual Resource values", but we don't get any useful information.
I'm guessing if AuditingScan could really solve the problem or if other tools, outside IDM, should be used instead.
Any suggestion is much appreciated.
MTIA.

Hi,
all I can tell you is that this is one of the nitty areas in NetWeaver. Please issue an OSS message as support surely can help you fast in this case...
regards,
Benny

CRM - Role of technical resource

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