Roles in CRM for Developements

Hi Experts,
What role do i need to make changes/enhancements to Datasoirces in CRM ?
Thanks,
DV

Hi
http://help.sap.com/saphelp_crm60/helpdata/en/43/15c8029e9804b9e10000000a11466f/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/1e/21934249c30c31e10000000a1550b0/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/1e/21934249c30c31e10000000a1550b0/frameset.htm
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/0062e975-48c2-2910-e49c-8d6ad796ba21
http://www.sapfans.com/forums/viewtopic.php?=&p=832790
BASIS Team can help you in assigning the User Roles/ Authorizations.
Hope it helps

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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

Hi all can any bady forward me questionier for developing blue print in CRM

hi friends
Hi all can any bady forward me questionier for developing blue print in CRM Sales and Service
my peronal email id is- [email protected]
goods suggetion will be awarded
gegds
devi

Dear Devi,
You have taken a good decision.
CR Docs:
http://mysapbi.blogspot.com/2006/12/sap-crm-tutorials.html
Sap CRM Help:
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
SAP Building Block Library:
http://help.sap.com/bp_bblibrary/600/BBlibrary_start.htm
Service MarketPlace:
https://websmp210.sap-ag.de/~form/sapnet?_FRAME=CONTAINER&_OBJECT=011000358700000288472004E
SDN CRM Links:
Links to CRM Documentation
Hope this helps you.
Do award points if you found them useful.
Regards,
Rakesh

Role of QM in developing smartform for certificates

Hello Everybody!
Can anybody please give me idea about the role of QM in developing smartforms?
Scenario is that client wants some certificats to be developed, using smartforms.
I went throgh NACE, but didnt get any output type for QM.
I need to know what info have to be provided from QM side to ABAPer for developing it.
Please help me out.

hi Sujit,
Thanks a lot for responding so quickly.
I believe by format you mean the layout of printout (How should the certificate look like, where to put the logo and names, etc.)
Second thing if you are collecting data through FM or database then you have to make the Func Specs which will mension how & where to fetch the data.
i will be fetching data from tables, then i will be providing table names and fields.
The tables would be QAMR, QASR and QASE?
Anything else i have to do?

Problem with roles in CRM 5.0 PC-UI

Hi everybody!
I have a problem with CRM 5.0 PC-UI.
When I have user profile SAP_ALL, BSP's are showed correctly.
When I'm using restricted profile (for example role 'Account manager'), for some BSP's I'm receiving this error:
Exception Class CX_CRM_BSP_NOAUTH
Error name
Program name CL_CRM_BSP_FRAME_MAIN=========CP
Include CL_CRM_BSP_FRAME_MAIN=========CM003
ABAP Class CL_CRM_BSP_FRAME_MAIN
Method DO_INIT
Row 170
Long Text --
I've explored the role SAP_PCC_ACCOUNT_MANAGER in pfcg transaction, and realized:
on tab 'Menu' in section 'Portal Roles'
when I click on service: HS PC-UI PC-UI_CRMD_MKTSEG
In section 'External Service'
There are only '?????????' in the field 'Type of Ext. Service' instead of 'PC-UI'
and strange chars in the field 'Service'.
But for example service: HS PC-UI PC-UI_CRMM_CONTACT is OK, and I'm receiving BSP.
I think, that something important is missing.
Do you have any idea how to solve this problem?
Thanks
Radka

I am not sure whether you resolveed this issue already..
Under Portal Roles you find PCUI external services which refers to auth objects in order to access PCUI application.
Read thru the section "Tracing Authority Objects of Blueprint Applications" under PCUI cook book .
Thanks,
Thirumala.

How to restrict the change access in CRM for OLTP orders

Hi Guru's,
Please let me know how to restrict the change access in CRM for the orders that are created in ECC. The ECC orders will only for display in CRM but not for change,
We have the orders that are created in ECC, it will flows to CRM and should restrict the access to get in to the change mode in CRM but as of now CRM system is allowing change mode for ECC orders and ending up with errors.
Is there any additional middleware parameter that needs to be added to SMOFPARSFA table to get this functionality! Please advice! Thank your for your help.
Regards
Suneel

Hi.
You can use the PFCG role to control if the user is able to create, change, delete or only display a business transaction type.
Regards.

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

Not able to release normal change document for development

Hello All
We have Implemented ChaRM in SolMan 7.1 SP10
Have created the Project and activated Charm with required DEV/QA/PRD logical component and before creating the Maintenance cycle, we did a check in the project which showed all green..
We are able to create a request for Change and go till the approval, when we try to change the status to release for development, it is throwing the below error and not letting us go further.
We have checked the MC phase, and it is in phase Dev with release.
Project is in IN PROCESS state.
IBASE and Component details are correct.
Tried to put back to Validation and re tried for Development and this did not work.
Until unless change document created successfully, we cannot go ahead even though MC phase is in DEV with release.
I have seen few blogs and I have checked below steps
system roles in SMSY
Landscape system info
Changed MC phase to DEV with release
Strange why it is not allowing to create change document ???
Please assist
Thanks
Sateesh.

Hello,
Three consistency checks are performed when you choose action "release for development" (resulting in the SMCR's status "being implemented"):
PROJECT_ASSIGNED: Project is Assigned
SYSTEM_EXIST: System assigned to collective change request
FOLLOW_ON_GEN_OK: Change Documents Can be Created
In case any of these checks fails, the SMCR's status returns to "approved".
These same consistency check are also checked when the SMCR status is set to "approved". The behavior for a failed check, however, is different in this case. Just a warning message is shown on the top of the screen and the "approved" status can be set.
Question 1: When you set the SMCR to "approved", those warnings are shown too?
Perhaps there is something wrong with the assigned project.
Check if the assigned logical component has the correct systems/clients.
Check if the transport tracks between the systems listed in the logical component are working.
Question 2: When you assign the scope (change type, in your case, Normal Change), some system data from the production system defined in the logical component are automatically filled (System, Client, Configuration Item, etc). Is this happening?
Regards,
Daniel

Define Proxy Server details in MS Dynamics CRM 2013 tamplate project using CRM 2013 developer toolkit

Hi,
I am trying to create MS CRM 2013 template project using MS CRM 2013 developer tool kit. When I am trying to connect with MS CRM 2013 online , it is giving me error "407 Proxy Authentication Required".
Actually I am using proxy server for connect with CRM. In my custom application as well as using plugin registration tool I have define below setting in config file for avoid this error
<system.net>
<defaultProxy useDefaultCredentials="true" />
</system.net>
But in MS CRM 2013 template project I don't get any option to add config file. So I am unable to add this detail in project.
Can any one help me, how can I avoid this error for MS CRM 2013 developer tool kit project.
Thanks,
---vaib

Hi,
We can :-)
I will try to find a better forum in the list and move it
Good luck :-)
Ronen Ariely
[Personal Site] [Blog] [Facebook]

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

CRM ABAP Development aproach

Hi Experts,
Can any body tell me the difference in the approachs of development between CRM ABAP and ABAP.
or only the CRM ABAP development approach.
jaffer vali shaik

Hi,
As far as ABAP is concerned, its same in R/3 and in CRM. But in CRM, its more oriented towards OOABAP. For example, BADI, Model access class of PCUI all are oriented towards OOABAP.
Regards,
Karthik.

Requesting more than 10 system roles in SMSY for one landscape

Hi everyone
We are looking to have the possibility to create more than 10 customer defined system roles in SMSY for one landscape. The current limitation prevents us to fully take advantage of our multi-client landscape designed to accept a dev path and a data load path at the same time as a testing path. For one data load server, we might have up to 9 or 10 different clients being used. This permits us to manage several cycles of data loads at a single time.
Has anyone else ever requested to have more than 10 customer defined system roles per landscape created?
Happy new year and thank for the prompt responses
Nelson Julien
Project manager, Solution Manager

Hi Udo
For our logical component ECC 6.0, here are the items
Configuration (client 020) (client defined)
This is used for configuration
Configuration target (client defined)
This is used as a target for transport groups
Development system (SAP delivered)
This is used for ABAP work
Development Target (client defiened)
This is used as a target for transport groups
Development UTC (client 040) (client defiened)
This is used for unit test work from the 020 and 030 clients
Object repository (D01 030) (client defiened)
This is used to store development objects, we relocate object ownership from here and to here once work has gone to production
QI1-320 / HRQ-130 / HRQ-141 (client defiened)
This regroups clients from our R/3 logical componant (QI1-320) used for initial tests, our ECC 6.0 logical componant (HRQ-130) also used for initial testing and our ECC 6.0 data load logical componant (HRQ-141) used for the data initial testing
Evaluation system (SAP delivered)
This is for the sandbox
Quality assurance system (SAP delivered)
This is used for the initial testing
CI4-320 / HRQ-132 / HRQ142 (client defiened)
This regroups clients from our R/3 logical componant (QI1-320) used for integration tests, our ECC 6.0 logical componant (HRQ-130) also used for integration testing and our ECC 6.0 data load logical componant (HRQ-141) used for the data integration testing
Production system (SAP delivered)
well, you know...
Training system (SAP delivered)
This is used for training
Dev security (client 900) (client defiened)
This is used for security work
Security target (client defiened)
This is used as a target for transport groups
Dataload 1 (HRQ 140) (client defiened)
Initial client for data loads
SAP reference system (SAP delivered)
This is the reference system for this landscape
In the future, we are looking to add to these in order to accomodate projects and production support.
Thank you
Nelson Julien
Project Manager, Solution Manager

Best Practices of security for develop applications

I need information about a model to use for develop application using Forms and Reports. I read many documents about best security practices for database, but I donÂ´t find information about how can I join the database security with my software, and how can I establish an standard for my programmers.
Thanks you for your help.

There are a number of levels of implementation pain here-- best practices in a Fortune 500 company, for example, are likely to require a lot more infrastructure than best practices in a 5000 person organization. A Fortune 500 is also much more likely to have requirements based on the needs of a security team separate from the DBA group, requirements about auditing, etc.
At the high end, everyone in your organization might be an enterprise user authenticated against a LDAP repository (such as Active Directory) with a variety of functional roles granted to those users and potentially something like fine-grained access control in the database. Depending on how applications are deployed, you might also be using proxy authentication to authenticate these individual users.
Deploying this sort of infrastructure, though, will be somewhat time intensive and will create a degree of administrative overhead that you may not need. It will also potentially require a decent investment in development costs. Your needs may be far simpler (or more complex), so your security model ought to reflect that.
Justin
Distributed Database Consulting, Inc.
http://www.ddbcinc.com/askDDBC

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

Roles in CRM for Developements

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