SAP Persona Master_Guide_v_1_3

Master Guide

Document Version: 1.2 2014-05-08

PUBLIC

SAP Screen Personas 2.0 SP02

2PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

SAP Screen Personas 2.0 SP02Typographic 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 anddatabase tools.

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

Variable user entry. Angle brackets indicate that you replace these words and characterswith appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F2 or ENTER .

SAP Screen Personas 2.0 SP02Document History

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

Document History

Version Date Change

1.0 2013-07-31 First release

1.1 2013-08-23 Authorization and Role information included

1.2 2013-10-25 SP01 Version

1.3 2014-05-08 SP02 Version


SAP Screen Personas 2.0 SP02Table of Contents

Table of Contents

1 Getting Started ........................................................................................................................................ 51.1 About this Document .............................................................................................................................................. 51.2 Related Information ................................................................................................................................................. 6

1.2.1 Planning Information .............................................................................................................................. 61.2.2 Further Useful Links ................................................................................................................................ 71.2.3 Related Master Guides ........................................................................................................................... 7

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

2 Solution Overview ....................................................................................................................................92.1 Software Units of SAP Screen Personas 2.0 ........................................................................................................ 92.2 System Landscape ................................................................................................................................................ 10

2.2.1 SAP Screen Personas based on Silverlight......................................................................................... 102.2.2 SAP Screen Personas based on HTML ................................................................................................ 11

2.3 Authorization and Role Concepts - HTML ........................................................................................................... 122.4 Overall Implementation Sequence ....................................................................................................................... 13

3 Business Scenarios of SAP Screen Personas 2.0 ................................................................................ 143.1 UI Customization ................................................................................................................................................... 14

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

5 Security Considerations ........................................................................................................................ 165.1 Fundamental Security Guides .............................................................................................................................. 165.2 Security-Relevant Logging and Tracing .............................................................................................................. 165.3 Dispensable Functions with Impacts on Security ............................................................................................... 16

6 Operations Information ......................................................................................................................... 176.1 Administration and Management ........................................................................................................................ 17

6.1.1 Periodic Tasks ....................................................................................................................................... 176.1.2 User Management ................................................................................................................................. 17

6.2 Software Change Management ............................................................................................................................ 18

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

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

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

SAP Screen Personas 2.0 SP02Getting Started


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 Personassolution. You can find cross-scenario implementation information as well as scenario-specific information in thisguide.

NoteThe central starting point for the technical upgrade of your SAP solution is the Master Guide, which youcan 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 atechnical perspective. The Master Guide is a planning tool that helps you to design your system landscape. Itrefers you to the required detailed documentation, mainly:x Installation guides for single software unitsx SAP Notesx Configuration documentationx SAP Library documentation

The Master Guide consists of the following main sections:x Section 1, Getting Started

This section explains how to use this document and related information (documentation and SAP Notes) thatis crucial to the installation of the solution.

x Section 2, Solution OverviewThis section provides essential information about the supported scenarios, the installable software units, thesoftware component matrix, and how to plan your system landscape.

x Section 3, Business Scenarios of SAPThis 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.

x Section 4, Solution-Wide TopicsThis section contains information about the Solution Manager content for the solution.

x Section 5, Security ConsiderationsThis section provides an overview of the security considerations that are specific to the SAP Screen Personassolution.

x Section 7, ReferencesThis section lists of the SAP Notes and documents that are mentioned in this Master Guide.

x Section 8, Media ListThis section contains information about where to find the software and documentation download packages.



x Section 9, Release Availability InformationThis section contains information about the available software releases, required base software, and otheravailabilities regarding SAP Screen Personas.

NoteYou can find the most current information about the technical implementation of SAP Screen Personasand the latest installation and configuration guides on SAP Service Marketplace athttp://service.sap.com/instguides.We strongly recommend that you use the documents available here. The guides are regularly updated.

Constraints

x 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 aredescribed here in your customer-specific system landscape. Ensure to check your requirements and systemsto determine whether these scenarios can be used productively at your site. Furthermore, we recommendthat you test these scenarios thoroughly in your test systems to ensure they are complete and free of errorsbefore going live.

x This Master Guide primarily discusses the overall technical implementation of SAP Screen Personas ratherthan its subordinate components. This means that additional software dependencies might exist withoutbeing mentioned explicitly in this document. You can find more information on component-specific softwaredependencies 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 ServiceMarketplace:

Content Location on SAP Service Marketplace

Latest versions of installation and upgradeguides

http://service.sap.com/instguides

General information about SAP ScreenPersonas (for example, guide documentssuch as Master Guide and ApplicationOperations Guide)

http://service.sap.com/instguideso Focused Business Solutionso SAP Screen Personaso SAP Screen Personas 2.0

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

SAP Business Maps - information aboutapplications and business scenarios

http://service.sap.com/businessmaps




Sizing, calculation of hardwarerequirements - such as CPU, disk andmemory resource - with the Quick Sizertool

http://service.sap.com/quicksizer

Released platforms and technology-related topics such as maintenancestrategies and language support

http://service.sap.com/platformsTo access the Platform Availability Matrix directly,enterhttp://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 PackageStacks, latest software versions and patchlevel 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 (softwaredownload 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 informationabout the relevant applications in the following documents:

Title Location

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



Title Location

o 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 recentinformation 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 Marketplaceat http://service.sap.com/notes.

SAP Note Number Title Description

1776739 Installation Note for SAPScreen Personas 2.0

This note lists the Prerequisitesand related details aboutInstalling SAP Screen Personas2.0.

1848339 Installation and Upgrade notefor SAP Screen Personas(Silverlight)

This note contains informationon the steps for installing andgetting started for both newand existing customers.

1885334 Feature List for Silverlight This note contains informationrelated to the modificationsmade to some of the features inSAP Screen PersonasSilverlight 2.0.

1964257 Cumulative patch release forthe SAP Screen PersonasRelease 1.0/ Release 2.0

This note contains the latestpatches that are available forthe supported Personasreleases

1869640 Client copy of Personasdelivered customizing

After Personas installation, allthe SAP delviered customizingis present in client 000

SAP Screen Personas 2.0 SP02Solution Overview


2 Solution Overview

SAP Screen Personas 2.0 has two components namely, SAP Screen Personas based on Silverlight and SAPScreen Personas based on HTML.SAP Screen Personas based on Silverlight provides a simple, drag and drop approach to personalize SAP GUIscreens to make them more usable as well as more visually appealing making use of existing DynPro businesslogic and without any additional programming. It allows creating flavors for transactions; group them into logicalgroups, and assign them to different user groups of the enterprise. The solution provides means to define systemlandscape, so that flavor maintenance for GUI screens in SAP transactions that span across multiple systems canbe administered centrally.SAP Screen Personas based on HTML provides the flexibility to customize and transform the organization-specific SAP screen to suit their business needs. It gives you the ability to meet the need for rapid screen changes,delivering improved user experience and increased work efficiency.

2.1 Software Units of SAP Screen Personas 2.0

The following software units are of relevance when setting up the solution:x SAP NetWeaver 7.0 or enhancement packages of 7.0x SAP Kernel

The solution is based on ITS (Internet Transaction Server) of SAP Kernel and hence requires SAP Kernel withrelease 721 or release 740 or higher as installation basis.

x SAP Basis (SAP_BASIS)The solution is an add-on and hence relies on any of the below mentioned Software components asinstallation basis:

Component Release Support Package

SAP_BASIS 700 SAPKB70024







2.2 System Landscape

Since there are two components to this solution, the system landscapes for both the components of SAP ScreenPersonas 2.0 are given below.

2.2.1 SAP Screen Personas based on Silverlight

There are two types of system landscape for this solution.Single System Landscape (Minimal System Landscape)In this scenario, there is only one system in the system landscape. The add-on is installed on the same system.When a user launches Personas in a web browser, the request is received and processed by this system. Flavorscan be created for any GUI transaction in this system and assigned to users/groups.

Figure 1

Multiple-System Landscape (Productive System Landscape)In this scenario, there is more than one system in the system landscape. The add-on can be installed on one of thesystems, which then becomes the main system for Personas. When user launches Personas, in a web browser,the request is received and processed by the main system. On successful login to the main system, a systemselection page is presented with all the systems in which the user has a user profile created. The user can selectthe system and login to it. Users can then create flavors for transactions in any of the connected system includingthe main system. However, all master data related to Personas like Groups, User profiles, Flavors etc. are storedin the main system.



Figure 2

2.2.2 SAP Screen Personas based on HTML

Figure 3The SAP Screen Personas 2.0 is an add-on installed on the system that needs to support personalization ofDynpro screens. The UI is rendered on the client browser by SAP GUI for HTML (ITS). The ITS routes all requestsfor flavor retrieval and updates to this add-on via the GUI Manager that is part of SAP Basis. The ITS also interactsdirectly with SAP Screen Personas add-on for retrieval of media files.

Note:Currently, SAP Screen Personas 2.0 HTML version is only supported on SAP Basis 740 or above.



The following are the only browsers supported for SAP Screen Personas HTML version:o Internet Explorer 9 and 10 (Note: IE should run only in standards mode. Compatibility / Quirks mode

is not supported)o Chrome (use latest version - version 26 or above)o Firefox (version 20 or above)

2.3 Authorization and Role Concepts - HTML

SAP Screen Personas 2.0 HTML will be enabled for a user, only when the relevant authorizations using the PFCGtransaction are provided. This is essential as without the necessary authorizations, the solution is not enabled fora user. For more information on Authorization and Roles, refer to the Configuration document provided on thehelp.sap.com.



2.4 Overall Implementation Sequence

Purpose

The following table describes the overall installation sequence for SAP Screen Personas 2.0. This table containsall available software units.

Process

Implementation Sequence

Step Action[Required Documentation]

Remarks/Subsequent Steps

1 Installation of Kernel 7.21 Kernel 7.21 is pre-requisite for SAPScreen Personas.

2 Installation of SAP Personas 2.0 Addon This step installs the SAP ScreenPersonas 2.0 solution

3 Installation of relevant notes

4 Activation of SAP Screen Personas 2.0 (HTML)


SAP Screen Personas 2.0 SP02Business Scenarios of SAP Screen Personas 2.0

3 Business Scenarios of SAP ScreenPersonas 2.0

The following business scenarios are available for SAP Screen Personas 2.0.

3.1 UI Customization

Overview

In this business scenario, the system is customized in order to enable the admin user to perform necessaryactivities 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 user this process to perform the administrator tasks like maintaining users, flavors, user groups,mass users, mass groups, and so on.

2. Managing FlavorsYou can use this process to transport objects, export, and import flavors.

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

Further Information

The following documents provide more information about UI Customization.

Content Location

Business Scenario and ProcessDocumentation

See the documentation in SAP Solution Manager.

Configuration Documentation See the documentation in SAP Solution Manager.

SAP Screen Personas 2.0 SP02Solution-Wide Topics


4 Solution-Wide Topics

SAP provides the SAP Solution Manager as the highly recommended platform to efficiently support theimplementation of your solution. Using SAP Solution Manager will significantly accelerate the implementationprocess and help you to achieve your business goals. At the same time, SAP will be able to deliver supportservices based on the business scenarios designed and documented in SAP Solution Manager. Implementationcontent for your solution may further accelerate the implementation process.For information about availability of content specifically tailored to SAP Screen Personas 2.0, see the SAPSolution Manager Business Process Repository on SAP Service Marketplace at http://service.sap.com/bpr. Onthe right page, follow the link provided in the section Available implementation content.The Solution Manager content for SAP Screen Personas 2.0 is delivered via the support package SP38, which isavailable from SAP Software Distribution Center at http://service.sap.com/swdc.For more information about SAP Solution Manager, see SAP Service Marketplace athttp://service.sap.com/solutionmanager.


SAP Screen Personas 2.0 SP02Security Considerations

5 Security Considerations

This section provides an overview of the security considerations that are specific to the SAP Screen Personassolution. The solution is based on SAP NetWeaver 7.0 with SAP Kernel 7.21. Therefore, the corresponding securitysettings 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 athttp://service.sap.com/securityguide. The current version of the SAP NetWeaver security guide, which dealswith 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.

SAP Screen Personas 2.0 SP02Operations Information


6 Operations Information

This chapter contains important information on how to smoothly operate SAP Screen Personas. The major topicsare monitoring, administration, software change management, and high availability. This chapter describes thetasks to execute and the tools to use.SAP Screen Personas can be installed on any SAP system. Therefore, the general operations information that iscovered in the related Operations Guides also applies to SAP Screen Personas. For more information aboutrelated guides, see the corresponding resources on SAP Service Marketplace athttp://service.sap.com/instguidesFor a complete list of available SAP Operations Guides, see SAP Service Marketplace athttp://service.sap.com/instguides.The operations information specific to SAP Screen Personas is described in the following chapters. The followingareas are covered:x Administration and Managementx Software Change Management

6.1 Administration and Management

All the backend operations like User Management and Flavor Management are to be performed by theAdministrator. The Application Help defines in detail the functionality and steps to perform these operations.Please refer to the Application Help in Service Market Place under SAP Screen Personas.

6.1.1 Periodic Tasks

Administrator would be assigning System and Roles to users as and when a new user is added. He would also beresponsible for Group creation and assigning users and flavors to groups. In addition, he also sets a Global groupthrough which he can distribute flavors to all users.

6.1.2 User Management

There is no separate User Management for SAP Screen Personas. To access SAP Screen Personas, users shouldhave SAP user access to the system in which SAP Screen Personas is installed. In order to login to other targetsystems which are connected to the Main system, a user is required there too. For details on User AuthorizationManagement in the backend and User Role and Permissions, refer to the Solution Manager document.


SAP Screen Personas 2.0 SP02Operations Information

6.2 Software Change Management

SAP Screen Personas 2.0 is delivered as an Add-On and can be installed using SAINT. Detailed steps forinstallation can be found in the installation Note 1776739.

SAP Screen Personas 2.0 SP02References


7 References

List of Documents

The following table lists all documents mentioned in this Master Guide.

Title Where to Find

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

SAP Screen Personas 2.0 ConfigurationGuide

http://service.sap.com/instguides Focused Business Solutions SAP Screen Personas 2.0

Application Help for SAP Screen Personas2.0

http://help.sap.com/personas

List of SAP Notes

The following table lists all SAP Notes mentioned in this Master Guide.

SAP Note Number Title Description

1776739 Installation Note for SAPScreen Personas 2.0

This note lists the Prerequisites andrelated details about Installing SAPScreen Personas 2.0.

1848339 Installation and Upgrade note forSAP Screen Personas(Silverlight)

This note contains information on thesteps for installing and getting startedfor both new and existing customers.

1885334 Feature List for Silverlight This note contains information relatedto the modifications made to some ofthe features in SAP Screen PersonasSilverlight 2.0.

1964257 Cumulative patch release for theSAP Screen Personas Release1.0/ Release 2.0

This note contains the latest patchesthat are available for the supportedPersonas releases

1869640 Client copy of Personas deliveredcustomizing

After Personas installation, all the SAPdelviered customizing is present inclient 000


SAP Screen Personas 2.0 SP02Media List

8 Media List

All deliverables for SAP Screen Personas 2.0 are shipped electronically. The software and documentationdownload package is available on SAP Service Marketplace at http://service.sap.com/swdc Support Packagesand Patches A - Z Index PSAP Screen Personas 2.0.

SAP Screen Personas 2.0 SP02Release Availability Information


9 Release Availability Information

For more information about currently available releases for the SAP Screen Personas solution, and for eachrelease, the SAP standard software required to install and use the solution, seehttp://www.service.sap.com/fbs/availability.

www.sap.com/contactsap

2013 SAP AG or an SAP affiliate company. All rights reserved.No part of this publication may be reproduced or transmitted in anyform or for any purpose without the express permission of SAP AG.The information contained herein may be changed without priornotice.Some software products marketed by SAP AG and its distributorscontain proprietary software components of other softwarevendors.National product specifications may vary.These materials are provided by SAP AG and its affiliatedcompanies (SAP Group) for informational purposes only, withoutrepresentation or warranty of any kind, and SAP Group shall not beliable for errors or omissions with respect to the materials. The onlywarranties for SAP Group products and services are those that areset forth in the express warranty statements accompanying suchproducts and services, if any. Nothing herein should be construed asconstituting an additional warranty.SAP and other SAP products and services mentioned herein as wellas their respective logos are trademarks or registered trademarks ofSAP AG in Germany and other countries. Please seewww.sap.com/corporate-en/legal/copyright/index.epx#trademarkfor additional trademark information and notices.

1 Getting Started1.1 About this Document1.2 Related Information1.2.1 Planning Information1.2.2 Further Useful Links1.2.3 Related Master Guides

1.3 Important SAP Notes

2 Solution Overview2.1 Software Units of SAP Screen Personas 2.02.2 System Landscape2.2.1 SAP Screen Personas based on Silverlight2.2.2 SAP Screen Personas based on HTML

2.3 Authorization and Role Concepts - HTML2.4 Overall Implementation Sequence

3 Business Scenarios of SAP Screen Personas 2.03.1 UI Customization

4 Solution-Wide Topics5 Security Considerations5.1 Fundamental Security Guides5.2 Security-Relevant Logging and Tracing5.3 Dispensable Functions with Impacts on Security

6 Operations Information6.1 Administration and Management6.1.1 Periodic Tasks6.1.2 User Management

6.2 Software Change Management

7 References8 Media List9 Release Availability Information

SAP Persona Master_Guide_v_1_3

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