Master Guide.pdf

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Master Guide

Document Version: 1.0 2014-08-18

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SAP Screen Personas 3.0


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2013 SAP AG or an SAP affiliate company. All rights reserved.


Typographic Conventions

Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles,

pushbuttons labels, menu names, menu paths, and menu options.

Textual cross-references to other documents.

Example Emphasized words or expressions.

EXAMPLE Technical names of system objects. These include report names, program names,

transaction codes, table names, and key concepts of a programming language when theyare surrounded by body text, for example, SELECT and INCLUDE.

Example Output on the screen. This includes file and directory names and their paths, messages,

names of variables and parameters, source text, and names of installation, upgrade and

database tools.

Example Exact user entry. These are words or characters that you enter in the system exactly as they

appear in the documentation.

Variable user entry. Angle brackets indicate that you replace these words and characters

with appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F 2 or ENTER .


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Document History

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2013 SAP AG or an SAP affiliate company. All rights reserved. 3

Document History

Version Date Change

1.0 2014-08-18 First release


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Table of Contents

Table of Contents

1 Getting Started ........................................................................................................................................5

1.1 About this Document ..............................................................................................................................................5

1.2 Related Information................................................................................................................................................. 6

1.2.1 Planning Information ..............................................................................................................................6

1.2.2 Further Useful Links ................................................................................................................................7

1.2.3 Related Master Guides ...........................................................................................................................7

1.3 Important SAP Notes ..............................................................................................................................................8

2 SAP Screen Personas Overview ..............................................................................................................92.1.1 Personas Admin UI (Dynpro) .................................................................................................................9

2.1.2 Personas ABAP Layer .............................................................................................................................9

2.1.3 Personas Client .......................................................................................................................................9

2.2 Software Units of SAP Screen Personas 3.0 ......................................................................................................10

2.3 System Landscape .................................................................................................................................................11

2.3.1 SAP Screen Personas based on HTML ................................................................................................11

2.4 Authorization and Role Concepts .........................................................................................................................11

2.5 Overall Implementation Sequence....................................................................................................................... 13

3 Business Scenarios of SAP Screen Personas 3.0 ................................................................................14

3.1 UI Customization ................................................................................................................................................... 14

4 Solution-Wide Topics ............................................................................................................................. 15

5 Security Considerations ........................................................................................................................16

5.1 Fundamental Security Guides .............................................................................................................................. 16

5.2 Security-Relevant Logging and Tracing .............................................................................................................. 16

5.3 Dispensable Functions with Impacts on Security ............................................................................................... 16

6 Operations Information ......................................................................................................................... 17

6.1 Administration and Management ........................................................................................................................ 17

6.1.1 Periodic Tasks ....................................................................................................................................... 17

6.1.2 User and Role Management ................................................................................................................. 176.2 Software Change Management ............................................................................................................................ 18

7 References ..............................................................................................................................................19

8 Media List .............................................................................................................................................. 20

9 Release Availability Information ........................................................................................................... 21


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Getting Started

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1 Getting Started

1.1 About this Document

Purpose

This Master Guide is the central starting point for the technical implementation of the SAP Screen Personas

solution. You can find cross-scenario implementation information as well as scenario-specific information in this

guide.

Note

The central starting point for the technical upgradeof your SAP solution is the Master Guide, which you

can find on SAP Service Marketplace at http://service.sap.com/instguides .

Use the Master Guide to get an overview of SAP Screen Personas, its software units, and its scenarios from a

technical perspective. The Master Guide is a planning tool that helps you to design your system landscape. It

refers you to the required detailed documentation, mainly:

Installation guides for single software units

SAP Notes

Configuration documentation

SAP Library documentation

The Master Guide consists of the following main sections:

Section1, Getting Started

This section explains how to use this document and related information (documentation and SAP Notes) that

is crucial to the installation of the solution.

Section2, SAP Screen Personas Overview

This section provides essential information about the supported scenarios, the installable software units, the

software component matrix, and how to plan your system landscape.

Section3, Business Scenarios of SAP

This section contains information about the supported business scenarios and processes. This section alsoprovides links to the relevant configuration documentation that is provided via SAP Solution Manager.

Section4, Solution-Wide Topics

This section contains information about the Solution Manager content for the solution.

Section5, Security Considerations

This section provides an overview of the security considerations that are specific to the SAP Screen Personas

solution.

Section 7, References

This section lists of the SAP Notes and documents that are mentioned in this Master Guide.

Section 8, Media List

This section contains information about where to find the software and documentation download packages.
http://service.sap.com/instguideshttp://service.sap.com/instguideshttp://service.sap.com/instguides


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Getting Started

Section 9, Release Availability Information

This section contains information about the available software releases, required base software, and other

availabilities regarding SAP Screen Personas.

Note

You can find the most current information about the technical implementation of SAP Screen Personas

and the latest installation and configuration guides on SAP Service Marketplace at

http://service.sap.com/instguides .

We strongly recommend that you use the documents available here. The guides are regularly updated.

Constraints

The business scenarios that are presented here serve as examples of how you can use SAP software in yourcompany. The business scenarios are only intended as models and do not necessarily run the way they are

described here in your customer-specific system landscape. Ensure to check your requirements and systems

to determine whether these scenarios can be used productively at your site. Furthermore, we recommend

that you test these scenarios thoroughly in your test systems to ensure they are complete and free of errors

before going live.

This Master Guide primarily discusses the overall technical implementation of SAP Screen Personas rather

than its subordinate components. This means that additional software dependencies might exist without

being mentioned explicitly in this document. You can find more information on component-specific software

dependencies in the corresponding installation guides.

1.2 Related Information

1.2.1 Planning Information

For more information about planning topics not covered in this guide, see the following content on SAP Service

Marketplace:

Content Location on SAP Service Marketplace

Latest versions of installation and upgrade

guides

http://service.sap.com/instguides

General information about SAP Screen

Personas (for example, guide documents

such as Master Guide and Application

Operations Guide)


Focused Business Solutions

SAP Screen Personas


Application help for SAP Screen Personas http://help.sap.com/personas

SAP Business Maps - information about

applications and business scenarios

http://service.sap.com/businessmaps
http://service.sap.com/instguideshttp://service.sap.com/instguideshttp://service.sap.com/instguideshttp://service.sap.com/instguideshttp://help.sap.com/personashttp://service.sap.com/businessmapshttp://service.sap.com/businessmapshttp://help.sap.com/personashttp://service.sap.com/instguideshttp://service.sap.com/instguideshttp://service.sap.com/instguides


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Getting Started

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Sizing, calculation of hardware

requirements - such as CPU, disk andmemory resource - with the Quick Sizer

tool

http://service.sap.com/quicksizer

Released platforms and technology-

related topics such as maintenance

strategies and language support

http://service.sap.com/platforms

To access the Platform Availability Matrix directly,

enter

http://service.sap.com/pam

Network security http://service.sap.com/securityguide

High Availability http://scn.sap.com/docs/DOC-7848

Performance http://service.sap.com/performance

Information about Support Package

Stacks, latest software versions and patch

level requirements

http://service.sap.com/sp-stacks

Information about Unicode technology http://scn.sap.com/community/internationalization-

and-unicode

1.2.2 Further Useful Links

The following table lists further useful links on SAP Service Marketplace:


Information about creating error messages http://service.sap.com/message

SAP Notes search http://service.sap.com/notes

SAP Software Distribution Center (software

download and ordering of software)

http://service.sap.com/swdc

SAP Online Knowledge Products (OKPs) role-

specific Learning Maps

http://service.sap.com/rkt

1.2.3 Related Master Guides

This Master Guide is based on Master Guides for cross-industry applications. You can find more information

about the relevant applications in the following documents:

Title Location

SAP NetWeaver http://service.sap.com/instguides
http://service.sap.com/quicksizerhttp://service.sap.com/platformshttp://service.sap.com/pamhttp://service.sap.com/securityguidehttp://scn.sap.com/docs/DOC-7848http://service.sap.com/performancehttp://service.sap.com/sp-stackshttp://scn.sap.com/community/internationalization-and-unicodehttp://scn.sap.com/community/internationalization-and-unicodehttp://service.sap.com/messagehttp://service.sap.com/noteshttp://service.sap.com/swdchttp://service.sap.com/rkthttp://service.sap.com/instguideshttp://service.sap.com/instguideshttp://service.sap.com/rkthttp://service.sap.com/swdchttp://service.sap.com/noteshttp://service.sap.com/messagehttp://scn.sap.com/community/internationalization-and-unicodehttp://scn.sap.com/community/internationalization-and-unicodehttp://service.sap.com/sp-stackshttp://service.sap.com/performancehttp://scn.sap.com/docs/DOC-7848http://service.sap.com/securityguidehttp://service.sap.com/pamhttp://service.sap.com/platformshttp://service.sap.com/quicksizer


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Getting Started

Title Location

SAP NetWeaver

1.3 Important SAP Notes

You must read the following SAP Notes before you start the installation. These SAP Notes contain the most recent

information on the installation, as well as corrections to the installation documentation.

Make sure that you have the up-to-date version of each SAP Note, which you can find on SAP Service Marketplace

at http://service.sap.com/notes .

SAP Note Number Title Description

2013453 Installation Note for SAP

Screen Personas 3.0

This note lists the Prerequisites

and related details about

Installing SAP Screen Personas

3.0.
http://service.sap.com/noteshttps://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=2013453https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=2013453http://service.sap.com/notes


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SAP Screen Personas Overview

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2 SAP Screen Personas Overview

SAP Screen Personas 3.0 provides customers the flexibility to personalize and transform the organization-

specific SAP Dynpro and WebDynpro screens to suit their business needs. It gives business users and IT users the

ability to meet the need for rapid screen changes, delivering improved user experience and increased work

efficiency.

2.1.1 Personas Admin UI (Dynpro)

The SAP Screen Personas Admin UI is a Dynpro application for administrators of a Personas installation. Its focus

will be on mass user management to be able to support large customers.

Note

Users currently using SAP Screen Personas 2.0 can simply use the Flavor Migration feature to migrate all

the flavors from 2.0 to 3.0 versions. For more information about Flavor Migration, refer to the SAP Screen

Personas 3.0 Application Help available at help.sap.com.

2.1.2 Personas ABAP Layer

The Personas ABAP Layer is the integration point for the kernel/Basis component. All user interactions triggered

in the Personas client will be handled eventually by this component.

2.1.3 Personas Client

After a user starts the SAP GUI for HTML, the Personas Client is initialized. If a user has not authorization to

interact with Personas then no Personas UI components will be made available.

2.1.3.1 Runtime

By default, just a Personas button is visible. When this button is pressed, all available flavors are listed for the

user. In addition, the currently selected as well as the default flavor are visualized. All users who are authorized to

be in this state can switch flavors or define another flavor as default.
http://help.sap.com/http://help.sap.com/http://help.sap.com/


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2.1.3.2 Flavor Management

Depending on the user's authorizations, a user can add or remove flavors from their flavor list. If a user isauthorized to modify an existing flavor, the user can share the flavor with others, delete it or switch into editing of

this flavor.

2.1.3.3 Flavor Editor

When switching into edit-mode, the editing bar is getting rendered. The editing bar contains of editing tabs which

contain groups of editing actions. When the Personas Client leaves editing, the updated flavor is sent to the server

and all changes are checked in regards to authorizations.

2.1.3.4 Theme Editor

In contrast to the (Flavor) Editor, the Theme Editor allows to change visual properties that apply to more than the

currently shown screen. For example, set background colors for all buttons to blue for all transactions. This edit-

mode still allows interacting with the screen so that a user can see the changes in different screens/transactions.

2.1.3.5 Scripting Tools

The Scripting Tools allow to record, edit, and preview/execute/validate scripts attached to a flavor.

2.2 Software Units of SAP Screen Personas 3.0

The following software units are of relevance when setting up the solution:

SAP Kernel 7.42

The solution is based on ITS (Internet Transaction Server) of SAP Kernel and hence requires SAP Kernel with

release 742 or newer. Existing systems with a 740 or 741 kernel require a kernel exchange to 742. This can be

done without downtime (via RKS = Rolling Kernel Switch). Lower kernel levels are not supported.

SAP Basis (SAP_BASIS) 7.40

The solution is an add-on and hence relies on any of the below mentioned Software components as

installation basis. Support package SP00 or 1 or 2 are not supported with Personas because they require a

738 kernel.

Component Release Support Package

SAP_BASIS 740 SAPKB74003


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2.3 System Landscape

The system landscape for SAP Screen Personas 3.0 is given below.

2.3.1 SAP Screen Personas based on HTML

Figure 1

SAP Screen Personas 3.0 consists of three fundamental layers: Client (Browser, SAP GUI for HTML), NW ABAPBasis layer and the kernel. The UI Layers as well as the Personas ABAP Layer are entirely newly developed

components specifically for SAP Screen Personas 3.0, the rest, the kernel as well as the HTML based rendering of

Dynpro screens are existing components that are already in place but needed to be extended to support SAP

Screen Personas.

2.4 Authorization and Role Concepts

SAP Screen Personas 3.0 will be enabled for a user, only when the relevant authorizations using the PFCG

transaction are provided. This is essential as without the necessary authorizations, the solution is not enabled for


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a user. For more information on Authorization and Roles, refer to the Configuration document provided in the help

portal help.sap.com.


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2.5 Overall Implementation Sequence

Purpose

The following table describes the overall installation sequence for SAP Screen Personas 3.0. This table contains

all available software units.

Process

Implementation Sequence

Step Action

[Required Documentation]

Remarks Subsequent Steps

1 Installation of Kernel 7.42 Kernel 7.42 is pre-requisite for SAP

Screen Personas.

2 Installation of SAP Personas 3.0 Addon This step installs the SAP Screen

Personas 3.0 solution

3 Installation of relevant notes

4 Activation of SAP Screen Personas 3.0


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Business Scenarios of SAP Screen Personas 3.0

3 Business Scenarios of SAP Screen

Personas 3.0

The following business scenarios are available for SAP Screen Personas 3.0.

3.1 UI Customization

Overview

In this business scenario, the system is customized in order to enable the admin user to perform necessary

activities that will allow the business user to use this solution.

Under this business scenario, the following business processes are provided:

1. Performing Administration Tasks

You can use this process to perform the administrator tasks like maintaining users, flavors, user and role,

migration of flavors from 2.0 to 3.0, F4 Whitelist, URL Whitelist, and so on.

For information about technical system landscape, software units, and implementation sequence, see section 2,

SAP Screen Personas Overview.

Further Information

The following documents provide more information about UI Customization.

Content Location

Business Scenario and Process

Documentation

See the documentation in SAP Solution Manager.

Configuration Documentation See the documentation at http://service.sap.com/instguides
http://service.sap.com/instguideshttp://service.sap.com/instguides


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Solution-Wide Topics

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4 Solution-Wide Topics

SAP provides the SAP Solution Manager as the highly recommended platform to efficiently support the

implementation of your solution. Using SAP Solution Manager will significantly accelerate the implementation

process and help you to achieve your business goals. At the same time, SAP will be able to deliver support

services based on the business scenarios designed and documented in SAP Solution Manager. Implementation

content for your solution may further accelerate the implementation process.

For information about availability of content specifically tailored to SAP Screen Personas 3.0, see the SAP

Solution Manager Business Process Repository on SAP Service Marketplace at http://service.sap.com/bpr . On

the right page, follow the link provided in the sectionAvailable implementation content.

The Solution Manager content for SAP Screen Personas 3.0 is delivered via the support package SP43, which is

available from SAP Software Distribution Center at http://service.sap.com/swdc .

For more information about SAP Solution Manager, see SAP Service Marketplace at

http://service.sap.com/solutionmanager .
http://service.sap.com/bprhttp://service.sap.com/swdchttp://service.sap.com/solutionmanagerhttp://service.sap.com/solutionmanagerhttp://service.sap.com/solutionmanagerhttp://service.sap.com/swdchttp://service.sap.com/bpr


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Security Considerations

5 Security Considerations

This section provides an overview of the security considerations that are specific to the SAP Screen Personas

solution. The solution is based on SAP NetWeaver BASIS 7.40 SP03 with SAP Kernel 7.42. Therefore, the

corresponding security settings also apply to this solution.

5.1 Fundamental Security Guides

For a complete list of the available SAP security guides, see SAP Security Guides on SAP Service Marketplace at

http://service.sap.com/securityguide .The current version of the SAP NetWeaver security guide, which deals

with general security issues, is also available via this quick link.

Additional Information

For more information about specific security topics, see the following locations on SAP Service Marketplace:

Content Location

Security http://service.sap.com/security

Security Guides http://service.sap.com/securityguide

Released Platforms http://service.sap.com/platforms

Network Security http://service.sap.com/securityguide

Infrastructure Security http://service.sap.com/securityguide

SAP Solution Manager http://service.sap.com/solutionmanager

5.2 Security-Relevant Logging and Tracing

Solution uses the underlying softwares user management and administration framework.

5.3 Dispensable Functions with Impacts on Security

All functions delivered as part of the solution are necessary.
http://service.sap.com/securityguidehttp://service.sap.com/securityguidehttp://service.sap.com/securityhttp://service.sap.com/securityguidehttp://service.sap.com/platformshttp://service.sap.com/securityguidehttp://service.sap.com/securityguidehttp://service.sap.com/solutionmanagerhttp://service.sap.com/solutionmanagerhttp://service.sap.com/securityguidehttp://service.sap.com/securityguidehttp://service.sap.com/platformshttp://service.sap.com/securityguidehttp://service.sap.com/securityhttp://service.sap.com/securityguide


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Operations Information

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6 Operations Information

This chapter contains important information on how to smoothly operate SAP Screen Personas. The major topics

are monitoring, administration, software change management, and high availability. This chapter describes the

tasks to execute and the tools to use.

SAP Screen Personas can be installed on any SAP system. Therefore, the general operations information that is

covered in the related Operations Guides also applies to SAP Screen Personas. For more information about

related guides, see the corresponding resources on SAP Service Marketplace at


For a complete list of available SAP Operations Guides, see SAP Service Marketplace at

http://service.sap.com/instguides .

The operations information specific to SAP Screen Personas is described in the following chapters. The following

areas are covered:

Administration and Management

Software Change Management

6.1 Administration and Management

All the backend operations like User Management and Flavor Management are to be performed by the

Administrator. The Application Help defines in detail the functionality and steps to perform these operations.

Please refer to the Application Help at help.sap.com under SAP Screen Personas 3.0.

6.1.1 Periodic Tasks

The Personas administrator would be assigning Systems and Roles to users as and when a new user is added. He

would also be responsible for assigning users and flavors to groups.

6.1.2 User and Role Management

The Personas administrator assigns users through User and Role Maintenance for SAP Screen Personas. To

access SAP Screen Personas, users should have SAP user access to the system in which SAP Screen Personas is

installed. In order to login to other target systems which are connected to the Main system, a user is required

there too. For details on User and Role Maintenance in the backend, refer to SAP Screen Personas Maintenance in

the Application Help at help.sap.com.


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Operations Information

6.2 Software Change Management

SAP Screen Personas 3.0 is delivered as an Add-On and can be installed using SAINT. Detailed steps forinstallation can be found in the installation Note 2013453.
https://service.sap.com/sap/support/notes/2013453https://service.sap.com/sap/support/notes/2013453


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Media List

8 Media List

All deliverables for SAP Screen Personas 3.0 are shipped electronically. The software and documentation

download package is available on SAP Service Marketplace at http://service.sap.com/swdc Support Packages

and PatchesA - Z IndexPSAP Screen Personas 3.0.


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Release Availability Information

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9 Release Availability Information

For more information about currently available releases for the SAP Screen Personas solution, and for each

release, the SAP standard software required to install and use the solution, see

http://www.service.sap.com/fbs/availability .


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These materials are provided by SAP AG and its affiliated

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