Professional Documents
Culture Documents
Four key roles in CRM lifecycle: Prospecting Acquiring Servicing Retaining Channels of customer interaction Face-to-face Contact center Internet: B2B or B2C Sales Area Combo of Sales Org., Dist, Channel, and Division All docs allocated to a sales area Business processes controlled via rules applied to sales area Used for pricing and evaluation Mobile sales may use attributes in addition to sales area to represent sales force structure Mobile Sales Landscape Overview Mobile users work offline using laptops Communication Station provides dial-up link to CRM server CRM Server heart of the mobile system Middleware (resides on CRM server) Distributes data to mobile users Consolidates offline data (Consolidated db) Provides adapters to other systems (e.g. R/3, BW, non-SAP) Bi-directional data exchange between mobile client and CRM server of master and transactional data. CRM Mobile gets customizing data through the Consolidated db from the CRM server, not from R/3 Pre-configured Industry Templates Core/Standard Consumer Packaged Goods Pharmaceuticals Mobile Application Studio used to further customize templates User Interface Navigation Bar main control for navigation, indicates what Tile Set (view) is currently displayed Tile Set Area section of screen for display of Tile Set Tile Set one to six sub-screens of info Hyperlinks may be embedded in tiles Menu & Tool Bars standard SAP navigation / actions Group Hierarchies Built using special type of relationships BP and contact person can be part of different hierarchies Displayed via tree function Maintained on CRM server and display only on mobile client Group hierarchy info also used for search and pricing Products and Services Every material assigned to exactly one Division Products & services can be related to other products/services Typical relationships: Competes with Spare part of Substitute for Service for Some relationships are type dependent, e.g. cant define spare part for competitors product Multiple units of measure Installed Base Management graphical representation of product installations to use as a reference in service processing Set Finished Flag (once flag set, order can no longer be changed on mobile client) Connect to CRM server Order is uploaded to CRM server Order passed to ERP (R/3) system for fulfillment Status changes passed back to Mobile client
Standard functionality is to run ATP against APO, not R/3 Per instructor: Service Pack 9 or 10 (out in ~3mo?) will allow more ATP checking from R/3 Mobile Sales Sales Order Process Flow Order created on mobile client Run ATP if desired (requires connection to CRM server) Change order if desired
Mobile Authorization Management Can be used w/ any application developed in the Mobile Application Studio (MAS) (i.e. custom code) Role based Role can be assigned to many users Protection of business object data based on: Interaction component (user interface) Business objects Single business object attributes Interaction Component Level Protectable interaction components Application Business Component (e.g. sales order) Tileset Tile Protected hierarchically (e.g. cant access tileset if dont have access to business component) Can control access at Application, Bus. Comp. and Tileset Tile offers finer control of modification, deletion and creation of data Business Object Level By default no business object is protected, must register them in Authorization Management Tool Two approaches to protect business objects Business object class Business object instance Roles, Profiles and Tokens Roles describe particular business task Profile describes how data is accessed Profiles are assigned to Roles Tokens describe how business object data can be accessed Tokens are stored in the Profile Rules maintain the scope of business context Rules allow authorization based on the specific value of a business object Rules are attached to Tokens Section introduction, no content.
Services on the Communication Station SAP DCOM connector / MTS translates DCOM calls from mobile clients into RFC calls COM4ABAP / SAP Gateway used by Admin Console for password encryption SAP OS Collector collects operating sys data Comm Station runs under MS Windows NT or 2000 Note: per instructor there can be lots of problems with MTS / DCOM security settings When installing mobile client must chose to switch replication on or off. If off installation routine provides a pre-filled database for the client (cannot then exchange info w/ middleware broker).
CRM Mobile Scenario Components CRM Server SAP Web Application Server (Basis) CRM server applications Middleware broker Database server Communication Station Microsoft Transaction Service (MTS) SAP DCOM Connector Mobile clients CRM mobile applications Transaction layer Connection handler Transfer service Back-end system (e.g. R/3) optional R/3 software Plug-in CRM Middleware Components On CRM Server
Middleware Broker handles BDoc flow, replication & realignment, communication w/ mobile clients and other apps
Administration Console part of Middleware Broker, handles replication repository and rules for distribution control On Communication Station SAP DCOM Connector converts mobile clients DCOM calls to qRFC calls to Middleware broker On Mobile Client Connection Handler interface for data exchange with CRM server Transaction Layer deals w/ local data access
Client Console admin functions on laptop, e.g. starting connection handler 3 Communication Layers between Middleware Broker and Mobile TCP/IP network connection qRFC/COM+ - enables comm.. between ABAP and Microsoft BDoc messaging layer actual message transfer COM+ Communication Interface COM+ (Component Object Model) open arch for crossplatform development of client/server apps COM+ components written in VB, Java, C++, Cobol etc SAP components written in ABAP DCOM+ (Distributed COM+) enables COM+ components to communicate over network (e.g. mobile to CRM server) MTS (Microsoft Transaction Server) transaction processor, provides better performance Communication Flow MTS makes DCOM call to COM+ object on Comm Station Transfer proxy on Comm Station translates COM+ function calls into qRFC function calls. COM+ and qRFC calls contain BDocs qRFC call passed to Middleware Broker Communication Overview Transaction Layer on mobile client handles access to local db User starts communication process by call ConnTrans program Connection Handler on mobile client establishes connection to server Data is transferred by calling Transfer Proxy on Comm Station SAP DCOM Connector acts as interface between Microsoft and ABAP environments Connection Handler triggers the Transaction Layer to read the inbound queue when new data downloaded
Dependent BDoc must contain the types and keys of the BDoc it follows Parent BDoc must be replicated via intelligent replication Intelligent dependent Replication Replication objects are distributed depending on their contents and their dependency on another intelligent replication object The key of the intelligent parent object is assigned to the replication object Example: sales documents follow business partner Publication Grouping BDocs to be distributed Contain: only one intelligent or multiple bulk BDoc types Publications are subscribed to sites Many to many relationship between BDocs and publications Subscriptions Assignment of site Ids to publications Specification of values for the criteria fields Publications & Subscriptions defined in the Admin Console Data Flow: Mobile Client Middleware Broker BDoc message (sBDoc) generated on mobile client and added to outbound queue Dialup connection made to CRM Middleware and BDoc uploaded via ConnTrans program to the inbound queue (for that mobile client on the server) BDoc message is assigned to one or more publications, depending on the type BDoc replicated to the outbound queues (on the server) for the sites that subscribe to the publication(s) the BDoc assigned to Other mobile clients dial in and synchronizeBDoc message is added to their local inbound queues If several sites receive the same data through the same subscription, assign these sites to the subscription at the same time, this allows the data extract to the site queues to be performed only once and improves efficiency Indirect Subscription Assignment Subscriptions of a lower-level site can be made available to another site at a higher hierarchy level BDoc Dependencies Direct Dependencies Dependent replication BDocs follow only one intelligent BDoc (e.g. sales docs follow customer) Intelligent-dependent replication BDocs may follow multiple intelligent BDocs (e.g. activities follow opportunities or customer) Indirect Dependencies (Interlinkages) Flexible scheme to model free dependencies May be cyclic or reflexive May be bi-directional or unidirectional E.g. customers & prospects with contact persons or customers & prospects with opportunities Realignment (exam) Process of redistributing data according to changes Minor realignment triggered by changes in data (e.g. field value change). Applied to single BDoc message. Major realignment triggered by changes to subscriptions (e.g. create new subscription due to change of responsibilities). Not related to a single BDoc. Realignment updates mobile client databases BW Link to CRM Server Linked partly by middleware broker and partly by direct RFC calls and BAPIs Product and Campaign master data are not handled by CRM Middleware The Initial Load to BW does not use the middleware broker Subsequent Delta Loads are performed automatically and do use the middleware broker BW Workbooks for Mobile Clients BW Solution Workbooks (Excel) are used for offline BW reports on Mobile clients Online users (CRM server apps or connected mobile users) can access BW directly Middleware broker manages the requests for workbooks Each workbook may be replicated to several clients Automatic updates to workbooks are delivered on a scheduled basis Workbook contains not only data but also VB code display of data on mobile client Replication maintained in the Admin Console Review Site/Subscription Create site Create employee Assign employee to site Create subscription Assign subscription to site
Processed on both Mobile Client and CRM server Stored in CDB Mobile Application BDocs Used by CRM Mobile apps Processed on Mobile Clients only BDoc Structure Header one data segment, the Control segment Contains msg ID, sender ID and info on BDoc instance and type Body Error segment error info Data segment(s) actual table entries First segment (root segment) contains only one key field, all others two keys own and parent segment Each Data Segment contains segment fields (or segment attributes) which are mapped to actual data fields in the physical database tables. BDoc segments are arranged hierarchically to model data dependencies On Mobile Clients, BDocs appear only in the transaction layer BDoc and Replication Object Replication object contains info about how a type of BDoc is replicated and which fields can be used for criteria Every Replication object refers to exactly one BDoc type Not every BDoc type needs a replication object One physical data record belongs to exactly one instance of one BDoc type and therefore to one replication object Replication objects are extensions of the BDoc type One Replication Key in the root segment of each BDoc Replication Methods (exam) Bulk no criteria or dependencies, direct distribution Intelligent according to criteria values Dependent following another object Intelligent Dependent following more than one object Interlinkage distribution according to relationships Look-Up Tables During Realignment, the replication key and the appropriate site ID are written to a look-up table Replication then only has to read this table Look-up table generated when a replication object is created Table is filled by creating subscriptions Basically, the table identifies what info to send which site Data flow between Mobile clients and Middleware Broker is handled by inbound and outbound queues on both sides. Interlinkage Replication BDoc types related via an interlinkage table Interlinkage table belongs to one of BDocs By subscribing to one BDoc the othe BDoc follows automatically Interlinkages are defined in the Admin Console Linked replication objects follow intelligent replication objects in distribution (e.g. opportunities follow customer) Replication and Realignment Replication is initially performed Replication recipient list determined based on site Ids in look-up table BDoc is placed in relevant outbound queues (for transfer to sites) Replication and Realignment Service determines if Realignment is required Relevant BDoc message is copied into a separate realignment queue
Chapter 15 Monitoring
Message Tracking in Mobile Scenario CRM Server Inbound & Outbound queues (SMQ2, SMQ1) Replication Queue monitoring (SMOHQUEUE) Communication Station Communication Monitor Mobile Client Qmonitor Inbound & Outbound Queues All calls and data transports take place asynchronously via buffers (queues) Queues insure that if individual components can not be accessed, no info is lost and no delayed in overall schedule Outbound queue = SMQ1; Inbound queue = SMQ2 Five Replication & Realignment Queues AC_Extract extract jobs triggered by Admin Console ExtractBlk bulk-replicated BDocs Extract for replication & realignment Realignment for replication & realignment Subcheck for replication & realignment Replication & Realignment queues may be stopped and started manually Monitor R&R Queues = SMOHQUEUE Communication Station Monitor the data exchange between middleware broker and mobile clients Can monitor data exchange of individual sessions, i.e. between a site and CRM Server Can monitor statistics of data exchange for each site Can get info on Comm Station operating system Mobile Client Queues on the client are db tables in the local db BDoc messages are stored in the client queue Inbound & outbound queues can be viewed w/ Qmonitor Qmonitor called via Client Console Mobile Client Message Recovery status of BDocs sent from CRM server to mobile client and allows reprocessing Section introduction no content