Mss Embedded Org Chart Config Guide

SAP ERP 6.
0
Enhancement Package 5
RKT for
Embedded Org Chart in
Manager Self-Services
June 2010
2010 SAP AG. All rights reserved. / Page 2
Agenda
1. Embedded Org Chart Control
2. Configuration
Embedded Org Chart in MSS
Managers can now select staff or organizational entities in applications such as HCM
Processes and Forms via a embedded org chart view. The organizational chart control
visualizes organizational hierarchies within the managers' span of control. Users can
drill-down and navigate easily through their teams, finding a more human face of their
organization when they start a change request for a person, position or organizational
unit.
Embedded Org Chart view available in the following MSS applications:
HCM Processes & Forms:
Start Process for Employee
Start Process for Multiple Employees
Start Organizational Process
Competency Management:
Maintain Position Details
Business Rationale
Customer Pain Points
Lack of transparency and user-friendliness when trying to pick an employee, position,
organizational unit, or job within a manager's span of control when starting a change request
process or when editing position details within MSS.
Business Benefits
Better understanding of hierarchical relationships within the organization
Better comprehension of employeeorganization relationships
Ability to find the right people in your organization faster and therefore work more efficiently
with manager self-services
Background
The embedded Org Chart views are an alternative, optional frontend to the existing
Object and Data Provider (OADP)-based frontends in the applications mentioned.
In case the user logs-on in the Accessibility mode, the classical OADP Web Dynpro
screens will automatically show up and be used by the screenreader software.
Note on Licensing:
The embedded Org Chart view has been developed in cooperation with Nakisa.
The usage of this component (technical name EMBEDDED_ORGCHART 605) is free
of charge for MSS Customers, i.e. customers who have purchased the respective
license types for Manager Self-Service.
In contrast to Nakisas solution extension SAP Talent Visualization by Nakisa (STVN),
the Embedded OrgChart for MSS is not tied to an additional license fee - it is not sold
as part of STVN, but is integral part of SAP ERP EhP5.
Toolbar Features
Zoom:
Always on top, user can close by clicking toggle button in toolbar
Filter:
if filter values are activated, boxes not matching the filter criteria are shown greyed out
Hierarchy Structure Selection:
changes the objects shown in the Org Chart based on pre-defined hierarchy structures
Data View Selection:
changes the field content of the boxes based on pre-defined data views
Settings:
allows user to store personal settings as new default
Styles:
Choose between vertical, condensed, horizontal, combined
Simple search:
Search for any keyword across object types and fields
Advanced search:
Search across object types with one or more search fields
Styles (1): Horizontal and Vertical
Styles (2): Condensed and Vertical Condensed
Navigation (1)
Expand / Collapse hierarchies
one or two buttons,
depending on chosen hierarchy type
Opens up context-specific
drop-down menu
Make selected box the new root node
Move up one level
(if authorization allows)
Navigation (2)
Scrollbars within the Org Chart container will appear automatically when you move your
mouse indicator towards the borders of the Org Chart.
Note:
You can also move the entire chart by simply
using drag & drop for the entire chart, thus
moving the chart to any direction you like.
Multi-Select Features for Start Process for
Multiple Employees
For application Start Process for Multiple Employees, a Multiple Selection tray is
available as part of the toolbar.
It is open by default when the user enters the application.
Use drag & drop or press CTRL key and select multiple boxes. Selected boxes will
show up in Multiple Selection tray. Then proceed to next step in the roadmap via
standard navigation buttons.
Zoom & Map Panel
Map: serves as navigation and orientiation when
moving through larger structures. Move little rectangle to move
org chart in main content frame
Zoom factor to enlarge/decrease size of texts and portraits
Fit-to-page
Center Org Chart
Scrollbars coming up as transparent panes when moving mouse over
edges of Org Chart area
Default zoom factor can be set in customizing
Personal Settings
Allows user to set personal defaults for:
Hierarchy structure (objects)
Data View
Individual field selection
Style
Hierarchy levels to be automatically
expanded
Zoom factor
Choose Between Different Hierarchy Views
and Data Views
Temporarily switch between different
Hierarchy Structures (objects) and
Data Views (box content)
Will immediately refresh the org chart below
Categories are configurable in dedicated Org Chart visualization customizing
based on existing OADP views
Simple Search
Google-like search for any keyword across object types, i.e. user does not have to
decide first which field he is looking for and which object type
Search will be run within entire area of responsibility of user (in backend)
Delivers results regardless whether the all objects are already expanded and
therefore visible in the org chart
Show in hierarchy feature allows user to identify search results in hierarchy to verify
whether they have found what they had been looking for.
Advanced Search
Search with combination of search fields across object types
E.g. searching for Org Unit ID will bring up the corresponding Org Unit as well as the
assigned objects (positions or employees) in the Org Unit in the results lists.
View Details per Object in a Short Profile
A details panel called Short Profile
is shown next to the Org Chart.
The content of the details panel can
be adapted by way of adapting the
interface IF_HIER_VIS_BUILDER
which serves as enhancement spot
in via the standard enhancement
concept of SAP.
Agenda
1. Embedded Org Chart Control
2. Configuration
Activate & Configure
Download Flash component from SAP Service
Marketplace Download Area:
- SAP Note 1485853 Installation of EMBORGCH 605 auf ERP 6.0 EHP 5
- SAP Note 1433225 Organizational Chart Visualization in Manager Self-Services
Activate Business Function HCM_PD_UI_1.
Configure the necessary IMG Settings to model the views
and data in the Embedded Org Chart (Customizing of
Manager Self-Service (mySAP ERP) Organizational Chart
Visualization)
Note:
Make sure the WebDynpro ABAP component HIER_VIS_UI_WRAPPER
is set to active in the SICF.
User Parameter
For testing purposes, you can switch on and off the Org Chart visualization via user parameter
PDVIS_OFF = X in SU01 for a specific user. If switched off, the frontend will display the
respective OADP-Web Dynpro screens.
Configuration
IMG Configuration contains:
Activation of Org Chart control per application
Configuration of Hierarchy Structures (object views)
Configuration of Box Content (data views, fields, styles, colors)
Option to take over either SAP preconfigured customizing settings, or any customer-specific
OADP configurations existing in the current implementation of the MSS applications in question
Configure Organizational Chart Visualization
Check Standard Organizational Chart Configuration:
Customer can review the standard settings shipped in system tables (s-tables, cross-client).
Note: By default, once the Business Function is switched on, the Org Chart Visualization is active per SAPs
standard customizing settings.
Transfer Standard Organizational Chart Configuration:
Customer can transfer SAP standard delivery to customer tables (c-tables, client-dependent),
then adapt to their need.
Import Data from Object and Data Provider:
If customer already has configured MSS applications with specific OADP-customizing, he can also choose to
import existing OADP views into the Org Chart Visualization customizing (instead of taking over SAP
delivered preconfiguration)
Maintain transferred Organizational Chart Configuration:
Here, customers can create own configuration up from scratch, or adapt transferred SAP standard
customizing, or adapt their transferred OADP views.
Check Standard Organizational Chart
Configuration Configuration Samples
Settings for navigation nodes (in
our applications = Org Unit)
Settings for object boxes
assigned to a node
(employees, positions or jobs in
our applications)
Possibility to add actionable events in
navigation box menu
(does not include SAPs standard,
application-specific menu actions)
Possibility to set attributes for
fields within navigation boxes
Possibility to add actionable events in
object box menu
(does not include our standard,
application-specific menu acitons)
Possibility to set attributes for
fields within object boxes
Maintain Standard Organizational Chart
Configuration
Working with View Clusters:
Work your way down top-bottom in the structure in the left navigation frame
Before you can move to the next level in the tree in the left navigation frame, you must select
a value on the right hand detail frame.
Double-clicking or choosing will show the Details screen per selected item in the right
hand detail frame.
Configuration Hierarchy
Activate Org Chart Visualization
for a hierarchy (here
Webdynpro application)
Enable panels in Org Chart
controls toolbar per hierarchy
Implementation Class:
defines relationship between Org
Chart dlements and OADP-
defined objects / fields / views
/business logic
Define cross-user defaults
(can be overwritten by user-
specific settings)
Configuring Toolbar Panels of Org Chart
Control
Configuration Structure
Overview of all Hierarchy
structures. Admin user should
select one and choose Details
(or double-click)
Structure Details + Org Chart Frontend
Colors used for Navigation
Boxes and Object Boxes are
defined here (left color bar in
box)
This setting
represents the text
for the tooltip of the
expan (+) icon for
the Object Boxes.
The same text
appears in the
context menu of the
Box for the Expand
Action
Navigation Field Group
Controls text represented as
group header in the Settings
and Advanced Search panels.
Navigation Events
You can add events that will show up in the context menu of a
navigation box.
Events need to be implemented in the Web Dynpro component that
is embedding the UI wrapper component
(HIER_VIS_UI_WRAPPER).
Navigation Fields
1 = Photo Area, 2 = Text Area, 3 = Icon Area
Navigation Box Field Formatting
Use these settings to
- show/hide field lables
- Configure font styles
Object Field Group
Employee portraits to be
shown in the org chart boxes
will be taken from the path
you specify here.
Object Events
You can add events that will show up in the context
menu of a navigation box.
Events need to be implemented in the Web Dynpro
component that is embedding the UI wrapper
component (HIER_VIS_UI_WRAPPER).
Object Fields
Item index:
defines the Order of the field in the
Box.
Sort order:
defines the order in which this field
will be sorted e.g. sort order 2 for
Employee Name and sort order 1
for Personnel Number means that
the records will be first sorted by
Personnel Number and then by
Employee Name.
Sort Flag:
selection of Ascending/Ddescending
order.
Event Identifier:
event code for the events defined at
field level (for example enabling link
for the field Email).
Object Box Field Formatting
Use these settings to
- show/hide field lables
- Configure font styles
Transfer Standard Organizational
Configuration
In order to modify SAPs standard configuration from the previous IMG activity (s-tables of view cluster), you
have to copy them in this activity to a customer-controlled space of the configuration view cluster (c-tables).
Then you can change all SAP-delivered settings in IMG activity Maintain Transferred Organizational Chart
Configuration.
Import Data from Object and Data Provider
You use this report to migrate any existing Object and Data Provider (OADP) configuration to the
Organizational Chart Visualization (hierarchy visualization) configuration, if you have already OADP
configuration for the Webdynpro applications in place. The OADP enables you display structures from
Organizational Management in a list or tree structure.
In order to create an organizational chart based on the existing OADP configuration, conceptual mapping
between the OADP and hierarchy visualization entities is required, which SAP delivers in an implementation
class for the supplied configuration and applications.
Select existing OADP views to add them
to the configuration tables of the
Organizational Chart Visualization.
Transfers OADP views into the c-
tables of the Organizational Chart
Visualization view cluster.
Org. view in OADP is represented as Category in Org Chart Hierarchy Visualization
Data view in OADP is represented as Field Group in Org Chart Hierarchy Visualization
Columns in OADP are represented as Fields in Org Chart Hierarchy Visualization
Background: Semantic Mapping Between OADP Fields and
Fields in Organizational Chart Visualization Customizing
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