Strictly Business Using “StrictlyFused” to Create an Extensible Knowledge Portal.
Note 06 11 How to Create a Portal Role
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Seite 1 von 2 NOTE JUNE 2011 How to create a Portal Role There are of course different approaches on how to create a portal role – this section just provides a general introduction. As a rule you should never maintain the SAP® standard roles. In a first step you may want to consider creating your own folder with permissions accordingly restricted to the role developers only. A solid approach would be to assign the Owner permissions to a role developer role. Go to the desired folder where you want to create the role in, and click onto the right mouse tab and select New – Role. Exhibit: Create new role Fill in the above fields according to the agreed naming convention and push the button Next . Confirm the summary with Finish. To be able to maintain the role content activate the below radio button and confirm with OK . Exhibit: Object Editing The formerly created role will now be available. In a next step it is important to determine the actual content based on the objects. You can either add a whole role to a role [as copy or delta link via right mouse click onto the role that is to be integrated by selecting Add Role to Role], or parts of a role, as well as worksets and iviews. The delta link approach is to allow maintaining the role content in the customer name space without changing the original. In case of changes to the standard by SAP®, e.g. in upgrade situations, the delta link with the reference will automatically update the derived customer role with the newly delivered SAP® content. If this is not desired, the option Copy is to be preferred.
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Transcript of Note 06 11 How to Create a Portal Role
7/24/2019 Note 06 11 How to Create a Portal Role
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NOTE JUNE 2011
H ow t o c r e a t e a P o r t a l Ro l e
There are of course different approaches on how tocreate a portal role – this section just provides ageneral introduction. As a rule you should nevermaintain the SAP® standard roles.
In a first step you may want to consider creating yourown folder with permissions accordingly restricted tothe role developers only. A solid approach would be toassign the Owner permissions to a role developer role.Go to the desired folder where you want to create therole in, and click onto the right mouse tab and selectNew – Role.
Exhibit: Create new role
Fill in the above fields according to the agreed namingconvention and push the button Next . Confirm the
summary with Finish.To be able to maintain the role content activate thebelow radio button and confirm with OK .
Exhibit: Object Editing
The formerly created role will now be available.
In a next step it is important to determine the actualcontent based on the objects. You can either add awhole role to a role [as copy or delta link via rightmouse click onto the role that is to be integrated byselecting Add Role to Role], or parts of a role, as wellas worksets and iviews.The delta link approach is to allow maintaining the role
content in the customer name space without changingthe original. In case of changes to the standard bySAP®, e.g. in upgrade situations, the delta link withthe reference will automatically update the derivedcustomer role with the newly delivered SAP® content.If this is not desired, the option Copy is to bepreferred.
7/24/2019 Note 06 11 How to Create a Portal Role
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Simply select the source object in the PCD while thetarget object [new role is open] with a right mouse
click and select Add xxx (object) to Role.Folders can be created in the role, content can bemoved with the help of a right mouse click [copy,
paste, cut, move, delete] until the role is designedaccording to your needs.
Exhibit: Sample role design
By pushing the button Preview it can be checked for aselected object how the object appears to the assigneduser.
Exhibit: Sample Exhibit – Portal Content
With a right mouse-click onto the role, the permissionmaintenance can be opened [Open – Permissions].
