CRM Rules for actions

All,
In some of the default action profiles of SAP, rules are applied - which you can see in the Processing Type.
I'd like to have a more detailed look on these rules, but have no clue how.
Can somebody tell me the transaction I need to use for this or another way how to see those details!
All help is highly appreciated!
Thanks and best regards,
Roel

Dear Friend.
The transaction for rules is PFAC
for e.g for support team derivation we use a standard rule 132*** can check the same...based upon the criteria entered say for specific IBase a responsiblity will be assigned to it.
we can use this rule to fill the support team
So whenver that specific IBase comp is selected the assigned Responsiblity will get determined in the service desk ticket based upon the rule.
Please assign Pts.

Similar Messages

CRM 6.0 ERMS auto acknowledge rules for exception not working

I have set up a number of exceptions in our Send Auto Acknowledgement rule but the exceptions are never caught.
An auto acknowledge email is sent in response to emails containing the text defined in the rule for Subject or Sender
I have been unable to find anything regarding what text or format is acceptable - are spaces allowed. Even my test for English failed and I received a auto acknowledgment to my Japanese email....
Any ideas?
If
E-Mail Subject Does Not Contain "undeliverable" or
E-Mail Subject Does Not Contain "E-mail past processing deadline" or
E-Mail Subject Does Not Contain "Out of Office" or
E-Mail Subject Does Not Contain "Delivery Status Notification" or
E-Mail Sender Does Not Contain "postmaster" or
E-Mail Sender Does Not Contain "mailer-daemon" or
E-Mail Sender Does Not Contain "microsoftexchange" or
E-Mail Sender Does Not Contain "ironport" or
E-Mail Sender Does Not Contain "311" or
E-Mail Language Is Not Equal To English or
E-Mail Subject Does Not Contain "Delivery failure notification" or
Then
Send Auto Acknowledgement ( Mail Form = 311 Auto Reply; Outgoing E-Mail Address = "defined email address had to be removed"; Create Interaction Record = No; Create Service Order = No )

Donna,
I really think the issue is the "or" operator should be "and". When using DOES NOT CONTAIN you need "and" for all condition checks.
There is a select "All/Match Any" on the Conditions Menu that is used to toggle the Match "and" or "or".
Hope this solves your problem.
Donna O'Neill

RAR5.3 whether CRM rules overwrite the R/3 rules?

Hi,
We are using RAR 5.2 GLOBAL rule set for ECC 6. Now we are planning to connect the RAR application to CRM system and import the CRM standard rules available with the application.
After uploading the text files of CRM for Function- Action, Action - Permission and post generating rules, we would like to know whether the CRM rules overwrite the R/3 global rules.
If yes, is there a way to upload the CRM standard rules in RAR 5.3 and generate.
Do we need to follow any precautions in uploading the CRM text files and generating rules?
Thanks in Advance
Best Regards,
Srihari.K

Hi Sri,
The CRM ruleset and R/3 ruleset are different.
So, when you upload CRM ruleset it will not overwrite the R/3 ruleset.
Thanks,
Sudip.

Problem with nat / access rule for webserver in inside network asa 5505 7.2

Hello,
i have trouble setting up nat and access rule for webserver located in inside network.
I have asa 5505 version 7.2 and it has to active interfaces, inside 192.168.123.0 and outside x.x.x.213
Webserver has ip 192.168.123.11 and it needs to be accessed from outside, ip x.x.x.213.
I have created an static nat rule with pat (as an appendix) and access rules from outside network to inside interface ip 192.168.123.11 (tcp 80) but no luck.
What am i doing wrong?

Command:
packet-tracer input outside tcp 188.x.x.213 www 192.168.123.11 www detailed
Phase: 1
Type: FLOW-LOOKUP
Subtype:
Result: ALLOW
Config:
Additional Information:
Found no matching flow, creating a new flow
Phase: 2
Type: ROUTE-LOOKUP
Subtype: input
Result: ALLOW
Config:
Additional Information:
in   192.168.123.0   255.255.255.0   inside
Phase: 3
Type: ACCESS-LIST
Subtype:
Result: DROP
Config:
Implicit Rule
Additional Information:
Forward Flow based lookup yields rule:
in id=0x35418d8, priority=500, domain=permit, deny=true
    hits=1, user_data=0x6, cs_id=0x0, reverse, flags=0x0, protocol=0
    src ip=188.x.x.213, mask=255.255.255.255, port=0
    dst ip=0.0.0.0, mask=0.0.0.0, port=0
Result:
input-interface: outside
input-status: up
input-line-status: up
output-interface: inside
output-status: up
output-line-status: up
Action: drop
Drop-reason: (acl-drop) Flow is denied by configured rule

[SOLVED]system fails to boot since adding udev rules for automounting

Hello
I have recently been trying to use udev rules to automount, and putting together stuff from the wiki, forums and general googling around have produced the following set of rules:
# automounts usb hdd and pendrives as usbhd-sdx; no messing around with
# volume labels or other confusing stuff
# matches all sdx devices except the internal hdd, sda
KERNEL=="sd[b-z]", NAME="%k", SYMLINK+="usbhd-%k", GROUP="users", OPTIONS="last_rule"
# imports filesystem information
ACTION=="add", IMPORT{program}="/sbin/blkid -o udev -p %N"
# creates mount points and sets up symlinks
ACTION=="add", KERNEL=="sd[b-z][0-9]", SYMLINK+="usbhd-%k", GROUP="users", NAME="%k"
ACTION=="add", KERNEL=="sd[b-z][0-9]", RUN+="/bin/mkdir -p /media/usbhd-%k"
ACTION=="add", KERNEL=="sd[b-z][0-9]", RUN+="/bin/ln -s /media/usbhd-%k /mnt/usbhd-%k"
# global mount options
ACTION=="add", ENV{mount_options}="relatime"
# filesystem-specific mount options (777/666 dir/file perms for ntfs/vfat)
ACTION=="add", ENV{ID_FS_TYPE}=="vfat|ntfs", ENV{mount_options}="$env{mount_options},gid=100,dmask=000,fmask=111,utf8"
# automount ntfs filesystem with ntfs-3g driver
ACTION=="add", KERNEL=="sd[b-z][0-9]", ENV{ID_FS_TYPE}=="ntfs", RUN+="/bin/mount -t ntfs-3g -o %E{mount_options} /dev/%k /media/usbhd-%k", OPTIONS="last_r$
# automount all other file systems
ACTION=="add", KERNEL=="sd[b-z][0-9]", ENV{ID_FS_TYPE}!="ntfs", RUN+="/bin/mount -t auto -o %E{mount_options} /dev/%k /media/usbhd-%k", OPTIONS="last_rule"
# unmounts and removes the mount points
ACTION=="remove", KERNEL=="sd[b-z][0-9]", RUN+="/bin/rm -f /mnt/usbhd-%k"
ACTION=="remove", KERNEL=="sd[b-z][0-9]", RUN+="/bin/umount -l /media/usbhd-%k"
ACTION=="remove", KERNEL=="sd[b-z][0-9]", RUN+="/bin/rmdir /media/usbhd-%k", OPTIONS="last_rule"
This seemed to be working very well unitl I tried to boot this morning and the boot process stopped at "processing UDev events" with the following message:
iTCO_wdt: Unexpected close, not stopping watchdog!
It pauses at this point for 10-15 seconds and then reboots.
Having searched a bit, I found the following similar post on the forums: http://bbs.archlinux.org/viewtopic.php?pid=459375
Which suggests that the problem might lie with this line:
ACTION=="add", IMPORT{program}="/sbin/blkid -o udev -p %N"
I have renamed the file so that it no longer has the udev .rules extension and now the system boots fine. Does anyone have any suggestions as to why the above rules might be causing this behaviour and how I might go about fixing it?
Thanks
Last edited by useradded (2010-07-02 22:58:14)

Hey falconindy
That was the final kick up the logical a$$ that I needed to get some kind of grip on udev rules. I now have a fully functional rule that applies only to /dev/sdxy and not to everything else as well, so no more boot trauma, THANK YOU.
I will mark this thread as solved and post my new rule for the benefit of anyone who might read this.
New rule (no boot problems):
# automounts usb hdd and pendrives as label or as usbhd-sdxy if no label present
# ensures the following is _only_ run for sdxy devices excluding internal hdd, sda
KERNEL!="sd[b-z][0-9]", GOTO="personal_usb_automount_settings_end"
# imports filesystem information
# provides access to following variables:
# ID_FS_UUID; ID_FS_UUID_ENC; ID_FS_VERSION; ID_FS_TYPE; ID_FS_VERSION; ID_FS_LABEL
# accessible via ENV{variable}; $env{variable}|%E{variable}
IMPORT{program}="/sbin/blkid -o udev -p %N"
# Get a label if present, otherwise name usbhd-%k
ENV{ID_FS_LABEL}!="", ENV{dir_name}="%E{ID_FS_LABEL}"
ENV{ID_FS_LABEL}=="", ENV{dir_name}="usbhd-%k"
# creates mount points and sets up symlinks
ACTION=="add", SYMLINK+="%E{dir_name}", GROUP="users", NAME="%k"
ACTION=="add", RUN+="/bin/mkdir -p /media/%E{dir_name}"
ACTION=="add", RUN+="/bin/ln -s /media/%E{dir_name} /mnt/%E{dir_name}"
# global mount options
ACTION=="add", ENV{mount_options}="relatime"
# filesystem-specific mount options (777/666 dir/file perms for ntfs/vfat)
ACTION=="add", ENV{ID_FS_TYPE}=="vfat|ntfs", ENV{mount_options}="$env{mount_options},gid=100,dmask=000,fmask=111,utf8"
# automount ntfs filesystem with ntfs-3g driver
ACTION=="add", ENV{ID_FS_TYPE}=="ntfs", RUN+="/bin/mount -t ntfs-3g -o %E{mount_options} /dev/%k /media/%E{dir_name}", OPTIONS="last_rule"
# automount all other file systems
ACTION=="add",ENV{ID_FS_TYPE}!="ntfs", RUN+="/bin/mount -t auto -o %E{mount_options} /dev/%k /media/%E{dir_name}", OPTIONS="last_rule"
# unmounts and removes the mount points
ACTION=="remove", RUN+="/bin/rm -f /mnt/%E{dir_name}"
ACTION=="remove", RUN+="/bin/umount -l /media/%E{dir_name}"
ACTION=="remove", RUN+="/bin/rmdir /media/%E{dir_name}", OPTIONS="last_rule"
# exit
LABEL=="personal_usb_automount_settings_end"
Last edited by useradded (2010-07-02 22:59:20)

Setting timeout settings for Action Scripts

We are using OIM 11gR1 along with the AD and Domino connectors. We are also using Action Scripts to perform some post create actions on the AD and Domino resources that get created by OIM. The action scripts are being invoked with the correct set of parameters and they do their job. However for both connectors, the connector server (Java connector server for Domino, .NET connector server for AD) times out when waiting for the script to complete. Our scripts are expected to take a long time (30+ seconds).
Based on our testing, the AD connector times out in 30 seconds, and the Domino connector times out in 20 seconds. You would get the below exception in your Java Connector Server log file:
Dec 4, 2013 2:36:41 PM org.identityconnectors.framework.api.operations.ScriptOnConnectorApiOp runScriptOnConnector
FINE: Exception:
java.lang.RuntimeException: Timeout waiting for action, process was terminated
    at org.identityconnectors.domino.WinJni._executeWinCommand(Native Method)
    at org.identityconnectors.domino.WinJni.executeWinCommand(WinJni.java:31)
    at org.identityconnectors.domino.ScriptOnConnector.executeCmdScript(ScriptOnConnector.java:143)
    at org.identityconnectors.domino.ScriptOnConnector.runScriptOnConnector(ScriptOnConnector.java:88)
    at org.identityconnectors.domino.DominoConnector.runScriptOnConnector(DominoConnector.java:316)
Is there any way to configure OIM so that it waits longer for the action script to complete. The real problem over here is that if 2 users are being provisioned to AD and/or Domino simultaneously (we use access policies to trigger provisioning rules), then the connector (Java or .NET) does NOT invoke the action script for the second user if the action script for the first user times out. It does however create AD/Domino resources for all applicable users. This in itself is a defect - but I need a workaround.
Looking at some old Sun Identity Manager documentation (which became Oracle Waveset), it seems that the entire OIM concept of action scripts has its origins in Sun Identity Manager/Oracle Waveset. And these products did support the notion of timeouts. Have a look at :
http://docs.oracle.com/cd/E19225-01/821-0092/bzbuc/index.html
Does anyone familiar with Oracle OIM code know if custom timeouts are supported by AD and Domino connectors?
Thanks
Aspi Engineer

Change the time for the below under 'Web Intelligence Processing Server'
Idle Document Timeout (seconds):
Idle Connection Timeout (minutes):
If you still have problem then try changing the web.xml under the following war files,
AdminTools
PartnerPlatformService
PerformanceManagement
PlatformServices

What are the two different rules for organizational data determination

What are the two different rules for organizational data determination???

Hi
1) Rule type Responsibilities
want to determine organizational data for individual responsibilities
have not created an organizational model but want to create one
have a lot of organizational units and must only assign a few attributes
2) Rule type Organizational Model
You would use rule resolution using organizational model if you
have created an organizational model or have distributed a plan to SAP CRM and also want to use this for determining organizational data
assign a lot of attributes to the organizational units and these are to be evaluated
Regards
Manohar

How to define an aggregation rule for a dimension based on bridge table?

Hello,
I need a solution for aggregating data correctly when using a dimension based on a set of dimensione tables containing a bridge table. Please find below a description of my business case and the OBIEE model which I’ve created thus far.
Business Case
The company involved wants to report on the number of support cases, the different types of actions that were taken and the people involved in those actions. One support case will undergo a number of actions (called ‘handelingen’) until it is closed. For each action at least one person is involved performing a specific role, but there can also be multiple persons involved with 1 action, each performing a different role for that action. This is the N : N part of the model.
The problem that I face is visible in the two pictures below:
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/sample.png
As long as I don’t include anything from the Dimension Meelezer in my report, I get the correct number of handelingen (7). When I include the person (called ‘Meelezer’), the measuere per action is multiplied by the number of persons/roles involved with that action.
When I changed the Aggregation rule in the report column #Handelingen to ‘Server Complex Aggregate’ I do get the correct endtotal:
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/sample2.png
I believe it should be possible to define in the repository a different aggregation rule for individual dimensions, but I’ve not been able to achieve this.
Explained below is what I have created in my Physical and Business Model & Mapping layers:
The Physical Model is built like this:
(This is just a small part of a much larger physical model, but I’ve only included the most relevant tables)
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/PhysicalDiagram-1.png
The Fact table (ALS Feit Zaakverloop) contains FK’s for the action (FK_HANDELING, joined to ALS Dim Handeling), the date the action took place (FK_DATUM_ZAAKVERLOOP, joined to ALS Dim Datum Zaakverloop) and the uniqe group of people involved (FK_MEELEZERS, joined to ALS Groep Meelezers) and a measure column (SUM_HANDELINGEN) populated with the value ‘1’ for each row.
The Bridge table (ALS Brug Meelezer/Reden Meelezen) contains three FK’s: FK_GR_MEELEZERS (joined to ALS Groep Meelezers), FK_MEELEZER (joined to ALS Dim Functionaris) and FK_REDEN_MEELEZEN (joined to ALS Dim Reden Meelezen).
The Business Model
In the business model, the four physical tables for the N:N relation have been combined into one logical dimension table.
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/BusinessModel-1.png
DIM Meelezer contains one LTS in which the four physical tables have been combined:
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/LTS1.png
And all the required locical columns have been created:
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/LTS2.png
DIM Meelezer has also been identified as a bridge table and a Business Key has been defined on a combination of the FK’s in the bridge table and business codes of the two dimension tables.
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/BMDIM.png
Next a hierachy was created for Dim Meelezer:
http://i84.photobucket.com/albums/k24/The_Dutchman_2006/OBIEE/Hier.png
In Feit Zaakverloop, a measurement called ‘# Handelingen’ was created using SUM_HANDELINGEN, with an aggregation rule of SUM.
In the LTS of both the DIM Meelezer and Feit Zaakverloop, the Logical Content Levels have both been set to: LVL Detail – Meelezer.
Please provide suggestions that will NOT require changes to the physical datamodel as they would require too much time to achieve (or at leats would not be ready before my deadline.
Thanks!
Edited by: The_Dutchman on Dec 13, 2011 11:43 AM

Hmm, no replies yet...
Am I in 'uncharted territory' with this issue?

How do you handle update and delete rules for fact tables?

I have a fact table with a composite key of 5 columns. Two of the columns are FKs to the date dimension. I was setting the delete/update rules for the FK relationship in SSMS and it had a problem with me creating cascade action on the FKs that connected
to the date dimension.
What is the proper way to set up FK relationships in fact tables with SSMS when you have composite keys as most fact tables do?

Yeah I understand all that. What I'm trying to do is to protect my database from RI violations that occur by production support people blowing away stuff in a dimension table but forgetting to blow away related records in the fact table. I want those fact
records deleted automatically so we don't have orphan records which was a real issue at a previous engagement. Production support is usually just people that know SQL and some relational modeling. It's not too likely they will understand the details of dimensional
modeling enough such that they would know that they had to blow away the fact record first.
My problem is I have a FK to a role playing dimension (the date dimension in this case). So basically I have to columns in the fact table that have a FK relationship to the PK of the date dimension. When I create both relationships SSMS and try to have both
of them cascade delete SSMS has an issue with it.
The error I get is:
Unable to create relationship '[relationship name]'
Introducing Foreign Key constraint '[constraint name]' on table '[table name]' may cause cycles or multiple cascade paths. Specify ON DELETE NO ACTION or ON UPDATE NO ACTION, or modify other foreign key constraints.
I can go ahead and put no action and the table will save fine. The question now becomes how does the cascade delete actually work. Can I just set one part of the key to cascade delete?
Actually I just realized that this is an even bigger design issue. What DOES happen to a fact record when one of it's dimensions gets deleted and I've got full RI set up on the table?
Or am I totally thinking about this wrong. Do you set up cascade deletes in a dimensional model? Is there a way to prevent deletes from the dimension table if there are related fact records?

Is there any Specific rule for using "IS" and "AS" keyword?

Hi,
i am confused about the use of these two keywords "IS" and "AS".It seems to me they are used randomly anywhere in procedure,package or triggers etc..
Is there any rule for there usages , or only way is to remember the actual syntax whenever they are used ?

They are generally interchangeable, so you can use whichever you choose.
In the English language we say that "some object IS" and "do an action AS" so, for example...
in a package if we define a type it reads better as:
TYPE mytype IS TABLE OF NUMBER;because we are saying that this type called mytype IS a table of numbers.
but if we were to create the type on the database we would use e.g.
CREATE OR REPLACE TYPE mytype AS RECORD (x number, y number);because we are saying that we are creating (action) a type called mytype AS a record.
Just a slight difference in grammatical meaning, but Oracle isn't bothered if you choose to use the other one in most cases.

Errors with the global conversion rule for the field 0SOURSYSTEM.

Hello Gurus,
We are implementing CRM Activities. I enhanced the data source and when I add new info objects to 0SAL_DS01 DSO and trying to activate I'm getting there errors. Can some one please help me out in this problem?
Error in global conversion rule for InfoObject 0SOURSYSTEM
Message no. RSAR263
Diagnosis
Errors with the global conversion rule for the field 0SOURSYSTEM.
System Response
The function module delivers the following error message:
Field "" is unknown. It is neither in one of t
Procedure
Check the definition of the global conversion rule for an InfoObject
What does this error mean? We are using BI 7.
Thanks
RKR

I have around 9 source systems, do I have to maintain data for all of them for 0SOURCESYSTEM?
I set data for CRM system and then tried to activate.. but still I'm getting same error.
I;m getting this warning too...
InfoObject 0FISCVARNT needs to be in key for DataStore object C_0SAL_D
Message no. RSDODSO123
Diagnosis
Characteristic 0FISCVARNT is included in the data part of ODS object C_0SAL_D.
System Response
The fiscal year variant cannot be used in the update rules for calculating business hour characteristics.
Does this matter???
Thanks
RKR
Message was edited by:
RKR M

Logical M:N Relation with Delete Rule:"NO ACTION" creates "CASCADE" FK

I think I've detected a bug in the generation of FK when we have"N: N" relations, give me idea that the delete rule that is defined in the relationship of logical model is ignored.
So I give you a small example to reproduce it:
I've a simple example of 2 entities:
Logical Model:
Entity_A(#id_a, desc)
Entity_B(#id_b, desc)
M:N Relation between Entity_A and Entity_B (REL_A_B) with Delete Rule: "NO ACTION".
When apply "Engineer to Relational Model" I've as result 3 tables:
Relational Model:
Entity_A(#id_a, desc)
Entity_B(#id_b, desc)
REL_A_B(#id_a, #id_b) but the generated foreign keys are defined using Delete rule "CASCADE".
Is not supposed to have been generated with delete rule "NOT ACTION"?
As result the generation of DDL scripts is creating FKs with the clause " ON DELETE CASCADE", which was not originally intended.
I try to change this value in logical model but I've seen not effect on result.
I hope I have helped!

Hi Ariel,
thanks for reporting the problem. I assume it's for Data Modeler 3.3.
I logged a bug for that.
Philip

Using CRM ACE for the specific requirement.

Hi,
We are implementing the CRM ACE for the SPecific authorization requirement.
I will explain our Requirement in brief,
1)For Accounts(BP), only Bp's who are maintained in the Relationships tab other than contact person should be able to
edit that account. Others wont even have authorizations to view that account.
2)For Opportunities, only Bp's who are maintianed in the sales team will have access to edit that opportunity, others wont
have access to even view that opportunity.
3)For activities , Only Bp's who are maintained for the Activity Partner's will have acces to edit that activity.
As this cannot be done using the normal authorization concept,we are using the CRM ACE.
we have defined all the rule id's, AFO class, AFU class, OBF Class, and Right id, Work package and user group.
Is there any other better way than CRM ACE ?
If you worked any such kind of scenario in past can you send me those details.
Thanks
Rajani

Hi Myfriend,
Please send me step by step procedure to create role and how to use ACE in authorization and how authorizatoin table need to modify in CRM and how Transaction and table is configure in order to assinged to user. Please send with taking two good CRM transaction example
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Qureshi

Setup R12 AME Rules for Internet Expenses

Hi,
Currently we are in R12 and are using workflow for approval routing of Internet Expense. As requirement change, we would like to change to use AME rule. Thus, I have carried out a simple test by setting up the following:
1. Profile Option: AME: Installed
Set to 'Yes' for Payables module
2. Create condition
EXPENSE_TYPE in (Stationery)
3. Create Action Types
post-chain-of-authority approvals
Require post-approval from AP_EXP_APPROVAL
4. Approver Groups
Dynamic
select 'person_id:'||35925 from dual
5. Create Rules
If EXPENSE_TYPE in (Stationery) then Require post-approval from MASAP_EXP_APPROVAL
However, during testing, the expense report is approved automatically without routing to the approval according to AME rules
Appreciate any hints on this issue or advise on the steps to setup AME rules for Internet Expense.
Regards,
SC

Hi,
Thank you for the link. I have read the guide.
What I was hoping for was an example of how it was used, and if anyone has managed to configure, without customizing the workflow, anything similar to what I need to do.
Any other information would be useful.
Thanks
Heath

Reconciliation Rule for Trusted Sources

Is it possible to create a reconciliation rule for a trusted source based a user-defined field that stores a GUID? By default, OIM uses the user id in the reconciliation rule, however if the user id changes on the trusted source a recon. rule based on user id will never find a match - if I understand how the recon. rule works.
Has anyone attempted to use something other than user id in a recon. rule for a trusted source?
Thanks

I have a doubt here..please clear if i am able to sucessfully explain...in reconcilliation action we wrote that "No Match Found" --> "create User". it is working fine (for me it is Sun LDAP on other side)..but issue is that when it create a user in OIM...under resource profile no resource is coming as attached...then how can one knows that this user already had a profile in LDAP and need not created a new one and also we cannot provision the same user to LDAP as it is already there...means we cannot link these two user profiles (OIM and LDAP one)....but for feasible scenerion it should be...can anyone tell me where i am wrong and what other configuration needs to be done if it is a feasible scenerion..

CRM Rules for actions

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