CR580CRM User Interface

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COURSE OUTLINE.

Course Version: 015Course Duration: 4 Day(s)

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American English is the standard used in this handbook.

The following typographic conventions are also used.

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User interface control Example text

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Contents

ix Course Overview

1 Unit 1: UI Concepts

1 Lesson: Getting Started with the WebClient UI1 Lesson: Using the WebClient UI1 Lesson: Personalizing the WebClient UI

3 Unit 2: Business Roles

3 Lesson: Configuring Business Roles3 Lesson: Configuring Function Profiles for Business Roles3 Lesson: Central Sharing Tool3 Lesson: Authorizations and Business Roles

5 Unit 3: Navigation Bar

5 Lesson: Configuring the Navigation Bar5 Lesson: Using the Transaction Launcher

7 Unit 4: Architecture

7 Lesson: Analyzing the Architecture of the WebClient UI7 Lesson: Analyzing the Business Object Layer and Generic

Interaction Layer

9 Unit 5: UI Configuration

9 Lesson: Using the UI Configuration Tool9 Lesson: Configuring the Design Layer9 Lesson: Configuring Fact Sheets

11 Unit 6: Extensibility Tools

11 Lesson: Extending UI Components Using the Application Enhancement Tool (AET)

11 Lesson: Creating a Rapid Application11 Lesson: Creating a Mashup11 Lesson: Extending Applications using the Easy Enhancement

Workbench (EEW)

13 Unit 7: Component Enhancement Concept

13 Lesson: Enhancing UI Components13 Lesson: Creating Enhancements

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15 Unit 8: Skins and Icons

15 Lesson: Configuring Skins15 Lesson: Configuring Icons

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Course Overview

TARGET AUDIENCEThis course is intended for the following audiences:

● Application Consultant

● Development Consultant

● Super / Key / Power User

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UNIT 1 UI Concepts

Lesson 1: Getting Started with the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:

● Describe the evolution of the CRM WebClient UI

Lesson 2: Using the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:

● Check the navigation frame of the WebClient UI application

● Use the navigation bar

● Check the standard entry pages of a WebClient UI business role

● Search for CRM data

● Work with overview pages

● Work with tables

● Use favorites and tags

Lesson 3: Personalizing the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:

● Personalize the CRM application

● Create central personalization settings

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Unit 1: UI Concepts

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UNIT 2 Business Roles

Lesson 1: Configuring Business RolesLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure business roles

● Assign business roles

● Adapt business roles

Lesson 2: Configuring Function Profiles for Business RolesLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure function profiles for business roles

Lesson 3: Central Sharing ToolLesson ObjectivesAfter completing this lesson, you will be able to:

● Use the Central Sharing Tool

Lesson 4: Authorizations and Business RolesLesson ObjectivesAfter completing this lesson, you will be able to:

● Assign authorization roles

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Unit 2: Business Roles

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UNIT 3 Navigation Bar

Lesson 1: Configuring the Navigation BarLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure the navigation bar

Lesson 2: Using the Transaction LauncherLesson ObjectivesAfter completing this lesson, you will be able to:

● Use the transaction launcher

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Unit 3: Navigation Bar

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UNIT 4 Architecture

Lesson 1: Analyzing the Architecture of the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:

● Analyze UI components

● Analyze the MVC concept

Lesson 2: Analyzing the Business Object Layer and Generic Interaction LayerLesson ObjectivesAfter completing this lesson, you will be able to:

● Analyze the business object layer (BOL) and the generic interaction layer (genIL)

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Unit 4: Architecture

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UNIT 5 UI Configuration

Lesson 1: Using the UI Configuration ToolLesson ObjectivesAfter completing this lesson, you will be able to:

● Identify a component and view

● Create a view configuration using a role configuration key

● Configure different types of views

Lesson 2: Configuring the Design LayerLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure the design layer

Lesson 3: Configuring Fact SheetsLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure the account fact sheet

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Unit 5: UI Configuration

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UNIT 6 Extensibility Tools

Lesson 1: Extending UI Components Using the Application Enhancement Tool (AET)Lesson ObjectivesAfter completing this lesson, you will be able to:

● Set up the AET

● Start the AET

● Add a new field

● Add a calculated field

● Add a table

Lesson 2: Creating a Rapid ApplicationLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a rapid application from a database table

● Embed a rapid application

Lesson 3: Creating a MashupLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a mashup

Lesson 4: Extending Applications using the Easy Enhancement Workbench (EEW)Lesson ObjectivesAfter completing this lesson, you will be able to:

● Use the Easy Enhancement Workbench (EEW)

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Unit 6: Extensibility Tools

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UNIT 7 Component Enhancement Concept

Lesson 1: Enhancing UI ComponentsLesson ObjectivesAfter completing this lesson, you will be able to:

● Analyze the enhancement concept

● Create an enhancement set

Lesson 2: Creating EnhancementsLesson ObjectivesAfter completing this lesson, you will be able to:

● Prepare UI enhancements

● Add a context node

● Use UI check tools

● Redefine methods to change the appearance of pushbuttons

● Change the view structure

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Unit 7: Component Enhancement Concept

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UNIT 8 Skins and Icons

Lesson 1: Configuring SkinsLesson ObjectivesAfter completing this lesson, you will be able to:

● Copy an SAP skin

● Adapt skins

Lesson 2: Configuring IconsLesson ObjectivesAfter completing this lesson, you will be able to:

● Exchange the SAP logo

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