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Change Request Management -
Configuration and Upgrade Guide
Applicable Releases:
SAP Solution Manager 7.1 SP 03 (onwards)
SAP Solution Manager Scenarios:
Change Request Management
Version 1.1
January 2012
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Document HistoryDocument Version Description
1.1 Updated version, including additional topics/detailed information about
Copy Control for Partners
Publishing of Saved Searches
Creating customer UI configuration
Defining mandatory fields
Creating system wide text-templates
Information about migrating customer fields
Useful Notes updated
1.00 First official release of this guide
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Table of Contents
1. General Information............................................................................................................. 1
1.1 Change Request Management Overview .................................................................... 1
1.2 Chapters Overview ....................................................................................................... 2
2. Standard Configuration ...................................................................................................... 3
2.1 Check-Prerequisites ..................................................................................................... 3
2.1.1 Required Activities ........................................................................................... 3
2.1.2 Basic Configuration SAP Solution Manager .................................................... 3
2.1.3 Piece List Activation ......................................................................................... 5
2.2 Implementation of Notes ............................................................................................... 6
2.3 Copy Transaction Types ............................................................................................... 7
2.3.1 Copy Transaction Types via Report ................................................................ 8
2.3.2 Manual Copy .................................................................................................. 122.4 Automatic Configuration ............................................................................................. 12
2.5 Manual Configuration ................................................................................................. 13
2.5.1 Transport Management System .................................................................... 13
2.5.2 Authorizations ................................................................................................ 14
2.5.3 Business Roles and Authorizations ............................................................... 14
2.5.4 Create a SAP Solution Manager Project to activate Change Request
Management .................................................................................................. 15
2.5.5 Managed System information (IBase) ........................................................... 25
2.5.6 Master Data ................................................................................................... 26
3. Additional Configuration .................................................................................................. 33
3.1 Additional Functions ................................................................................................... 33
3.1.1 CRM Field Customizing ................................................................................. 33
3.1.2 Approval Procedures ..................................................................................... 38
3.1.3 Scope Assignment Block ............................................................................... 42
3.1.4 Transport Management Assignment Block .................................................... 44
3.1.5 Landscape Assignment Block ........................................................................ 46
3.1.6 Project, Solution, Document & Test management Assignment Block ........... 47
3.1.7 SAP WebClient UI Configuration & Personalization ...................................... 49
3.1.8 Adding Custom Actions to the SAP WebClient UI ......................................... 49
3.1.9 TREX Set-up .................................................................................................. 50
3.1.10 Support Team Determination (optional) ......................................................... 50
3.1.11 Multilevel Categorization ................................................................................ 50
3.1.12 Publishing of Saved Search ........................................................................... 51
3.1.13 Create a system wide text Template ............................................................. 51
3.1.14 Create customer specific UI configuration ..................................................... 53
3.1.15 How to define mandatory fields ..................................................................... 56
3.2 Customer Specific Setup ............................................................................................ 58
3.2.1 Transaction Type ........................................................................................... 58
3.2.2 Text Determination Procedure ....................................................................... 61
3.2.3 Partner Determination Procedure .................................................................. 65
3.2.4 Status Profile .................................................................................................. 66
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3.2.5 Date Profile .................................................................................................... 68
3.2.6 Action Profile .................................................................................................. 69
3.2.7 Number Ranges ............................................................................................. 71
3.2.8 Assign new transaction types to Change Request Management .................. 72
3.2.9 Integration with other Processes (Copy Control) ........................................... 73
3.2.10 Notifications ................................................................................................... 75
3.3 Example Use Case: How to enhance the standard workflow .................................... 76
3.3.1 Step 1: Status Profile ..................................................................................... 76
3.3.2 Step 2: Actions ............................................................................................... 77
3.3.3 Step 3: Conditions .......................................................................................... 78
3.3.4 Step 4: Create new condition ......................................................................... 81
3.3.5 Step 5: Define Status Attributes ..................................................................... 86
3.3.6 Optional: ChaRM Actions & Conditions ......................................................... 86
4. Upgrade .............................................................................................................................. 88
4.1 Overview ..................................................................................................................... 88
4.1.1 Transition phase ............................................................................................ 88
4.1.2 Upgrade Roadmap ......................................................................................... 89
4.2 Options to take over open transactions ...................................................................... 90
4.3 Configuration Comparison (7.0 7.1) ...................................................................... 91
4.3.1 Overview Status Profiles ................................................................................ 91
4.3.2 Overview CRM PPF Actions .......................................................................... 94
4.3.3 Overview ChaRM-Actions .............................................................................. 98
4.3.4 Overview CRM PPF-Conditions .................................................................. 100
4.3.5 Overview ChaRM-Conditions....................................................................... 1024.3.6 BadIs in Change Request Management ...................................................... 105
4.3.7 Searching old transaction types in Web Client ............................................ 105
4.3.8 Copy Control ................................................................................................ 107
4.3.9 Categorization & Subject Profile .................................................................. 108
4.3.10 Customizing Approval Settings .................................................................... 108
4.3.11 Remote Connectivity for Managed Systems................................................ 110
4.3.1 Migration of Customer specific fields ........................................................... 111
5. Background Jobs ............................................................................................................ 112
5.1 Which Jobs are relevant for Change Request Management? ................................. 112
6. Troubleshooting .............................................................................................................. 113
6.1 Useful SAP Notes ..................................................................................................... 113
6.2 Known Pitfalls & Resolution ...................................................................................... 113
7. Additional Resources ...................................................................................................... 123
7.1 IT Service Management ........................................................................................... 123
7.2 Change Request Management ................................................................................. 123
7.3 Web Client UI Framework ........................................................................................ 123
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1.General Information
This guide describes the configuration of the Change Request Management with SAP Solution Manager 7.1.
1.1 Change Request Management OverviewIn today's distributed environments, comprehensive change control management plays a crucial role. With
standardized processes, methods and tools, it ensures high transparency and continuous quality of the
change processes, during the entire application life cycle.
Change Request Management comes with a predefined set of workflows and processes, which are all
compliant to the recommendations provided by the IT infrastructure library (ITIL). This will support you when
trying to setup an ITIL compliant change management process in your company.
Change Request Management coordinates all changes in a software landscape, to ensure that changes do
not conflict with each other. It also ensures that changes are made without disrupting the ongoing business.
This results in improved quality of the software landscape, higher availability of IT solutions, and lower total
cost of ownership. Change Request Management ensures that the performed changes remain transparent
and traceable.
Change request management enables you to manage your Solution Manager projects (maintenance,
implementation, template, and upgrade) from end to end: starting with change management and project
planning, to physical transports of changes from the development environment into the productive
environment.
The processes supported by change request management includes urgent corrections for implementing fast
and direct changes in the productive environment, and activities for maintenance projects, and
implementation, upgrade, and template projects. Cross-system and cross-component changes are supported
and secure by sophisticated functionalities.
Change request management offers a lot of benefits, like ensuring a comprehensible documentation of
planned and implemented changes and their consequences. By having a tight integration with the SAP
transport management system, it guarantees a complete coverage of change requests to technical transports.
This will also result in a consistent documentation of all change requests, which makes it easy to comply with
compliance auditions.
By using this infrastructure and toolset the efficiency of change management projects will improve significantly.
The usage of preconfigured workflows and holistic change processes will not only reduce the workload of IT
specialists, but also minimize business disruptionsfinally resulting in reduced costs.
This approach will help you to increase the transparency of your solution, make it easier to get an overview
and help to achieve a higher quality of changes.
With Change Request Management, SAP delivers an end-to-end solution that comes with no additionallicense costs and that is already available on your SAP Solution Manager. Benefit from the tight integration in
SAPs Application Lifecycle Management and make Change Request Management to the change
management tool of your organization.
Changes and Enhancements with the new Release
The Change Request Management scenario in SAP Solution Manager 7.1 comprises various new
functionalities which are based on SAP CRM 7.1 IT Service Management. It includes the web-based user
interface SAP Web Client which replaces the SAP GUI transactions CRMD_ORDER and
CRM_DNO_MONITOR. SAP WebClient is the new main workplace of all user groups in Change Request
Management. The Work Center Change Management is still available in SAP Solution Manager 7.1 SP01 and
could be used.
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The SAP ITSM functions have been developed on new object types, so that it was necessary to have new
transaction types for Incident and Change Management. The former SDCR, SDHF, SDMJ etc. based
documents cannot be displayed or processed in the SAP WebClient. Therefore,
new transaction types (SMCR, SMMJ, SMHF, SMAD, SMCG, SMTM) are introduced. They replace the
transaction types SDCR, SDHF, SDMJ etc. which were used in the Change Request Management Scenario in
SAP Solution Manager 7.0.
1.2 Chapters Overview
Chapter 2 provides information about the standard configuration of Change Request Management. This
includes detailed information about the guided procedure within SOLMAN_SETUP. After completing this
chapter, the standard Change Request Management functionalities have been configured in your system.
Chapter 3 provides detail information about additional functionalities and configuration options of Change
Request Management. The chapter is divided into two main sections: Additional Functionalities covering
standard functionalities that are used by Change Request Management and how they can be configured. The
area Customer Specific Setup contains an overview, how the standard process and workflow of Change
Request Management can be adapted to your individual requirements.
Chapter 4 is the upgrade chapterproviding a detailed overview of all the things that have been changed in
Change Request Management between 7.0 and 7.1. The chapter contains a detailed comparison of
configurations and technical details between the two releases - this shall guide you through the transition
phase (e.g. from SDCR to SMCR).
Chapter 5 provides a quick overview about background jobs of Change Request Management.
Chapter 6 covers a list of useful SAP Notes in the area of Change Request Management and gives an
overview about known pitfalls from other projects and their resolution.
Finally, Chapter 7 contains a list of additional resources for Change Request Management, IT Service
Management and the SAP Web Client User Interface. Those resources are especially important when you
want to get more information on the topic, e.g. in regards to UI enhancements or the functionalities of IT
Service Management in general.
Prerequisite for the configuration of the Change Request Management is an installed SAP Solution
Manager 7.1 SPS 3. For more information, please see the SAP Solution Manager Installation Guide
available in SAP Service Marketplace.
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2.Standard Configuration
SAP Solution Manager provides a setup procedure for the IT Service Management topic, including Change
Request Management. This setup procedure will guide you through the setup of SAP Solution Manager in
general, as well as the different scenarios.
You can access the procedure via transaction SOLMAN_SETUP and reach the IT Service Management area
in the menu on the left by clicking IT Service Management. This area is further divided into Incident &
Problem Management and Change Request Management.
This chapter will guide you through the different setup steps and describe some of the important activities
more in detail.
2.1 Check-Prerequisites
2.1.1Required Activities
Before you get started with the setup of the Change Request Management scenario you need to make sure
that the SAP Solution Manager is correctly installed. SAP provides a number of installation guides for different
Operating System and Database combinations.
The guides can be accessed via the SAP Service Marketplace:http://service.sap.com/instguides
2.1.2Basic Configuration SAP Solution Manager
Before starting with the Basic Configuration of your Solution Manager system you should read the
documentation and initial descriptions available in the Implementation Guide (transaction SPRO).
Therefore, navigate to SAP Solution Manager Implementation Guide SAP Solution Manager Basic
Configuration Basic Configuration: Guided Procedure
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Via the transaction SOLMAN_SETUP, you start the initial configuration of the SAP Solution Manager system.
In the navigation area on the left, you can access the following guided procedures which contain configuration
steps relevant for the Change Request Management scenario:
System Preparation: In this guided procedure, you make settings preliminary for the Solution
Manager Configuration, such as creation of dialog users with the required authorizations,
implementation of the central correction note and web service configuration.
Basic Conf igurat ion: This guided procedure leads you through all configuration steps which you
must perform to enable basic scenarios in the SAP Solution Manager. As part of the basicconfiguration, you set up the connection to SAP, schedule relevant background jobs and activate
piece lists which contain important settings, such as standard customizing.
Managed System Conf igurat ion: In the Managed System Configuration, you connect satellite
systems to the Solution Manager via RFC. This is important since Change Request Management
requires a READ, TMW and TRUSTED RfC to every Managed System/Client. In order to ensure that
Change Request Management works perfectly with Managed Systems a minimum SP Level is
required. Please check SAP Note 907768 for further details.
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Please, confirm you have successfully performed those three configuration steps according to the guided
procedure documentations!
In addition to the Basic Configuration you can run now the Basic Configuration for Change RequestManagement
2.1.3Piece List Activation
The activity in Check Prerequisites will check whether the piece list of IT Service Management, containing all
the standard customizing for Incident-, Problem- and Change Management, was imported correctly.
More Details regarding the Customizing Piece List
The Standard Customizing of Change Request Management and all other IT Service Management relevant
areas is delivered via a so called customizing piece list. This piece list needs to be activated as part of
SOLMAN_SETUP and will copy the standard customizing from Client 000 into the working client.
Activating the piece list again will overwrite all existing standard customizing with the content of the piece list
therefore it is strictly recommended to copy all transaction types into the customer namespace, before starting
to use Change Request Management on customer site.
The existing BC-Sets of Change Request Management are not supposed to be activated within a 7.1
system, since they are replaced by the customizing piece list!
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2.2Implementation of Notes
The next step of the setup procedure covers the download, import and post processing process for some
important Change Request Management Notes.
It is highly recommended to implement the latest Notes in order to make sure that all Change Request
Management functionalities are running correctly. Besides the recommended mandatory SAP Notes, there are
additional optional notes that contain further bug fixes, that might not be required by all customers. Most of
those notes are for some specific Change Request Management scenarios.
Additional Information reg. Note Implementations and Basic ChaRM
Configuration
Before you start to configure Change Request Management please review the according Master Note that fits
to your SP Level and implement the latest version before moving on with configuration.
1606456Master Note for Change Request Management ST 7.1 SP3
1574224 - General note for Change Request Management ST 7.1
To reach the basic configuration for Change Request Management call transaction SPRO and navigate to
SAP Solution Manager Implementation Guide SAP Solution Manager Capabilities (Optional) Change
Management Basic Configuration
This area contains four individual tasks:
1. Transport Management System
2. Activate Integration with Change Request Management
3. Set up Authorization and Work Center Navigation
4. Activate Solution Manager Services
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2.3Copy Transaction Types
One of the most important activities (and time consuming in the past) was the copy of the transaction types
into the customer namespace. This activity is so important because once you would start to customize the
standard delivered processes, by overwriting and changing the standard your entire customizing might get
lost, in case SAP would deliver new customizing via the piece list with an upgrade. By copying all the profiles
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and settings into the customer namespace, you ensure that these settings will be save, even when doing an
upgrade or implementation of an service pack.
Also you can keep the SAP standard workflows as a reference, so in case of an error in your workflow you can
check if the same error happens in the SAP standard workflow and like this easily determine if the issue is
caused by customizing or any custom specific setup or if it is a general problem.
2.3.1Copy Transaction Types via Report
As part of step 3 in SOLMAN_SETUP for Change Request Management there is a link to a copy report to
copy the standard transaction types into the customer namespace.
Please make sure to activate the piece list, so the standard customizing is implemented correctly, before
copying the transaction types.
Please ensure that when you copy into your namespace you only exchange the first character of the
Transaction Type, e.g. SMCR to YMCR or ZMCR. Changes of more than the starting character could cause
issues in the phase controller and will require a significant amount of manual customizing effort, which is not
recommended at all.
2.3.1.1 Scope:
The transaction AI_CRM_CPY_PROCTYPE provides the following functions
Copies a transaction type into customer namespace
o The copy includes almost all relevant entries including
Status Profile
Action Profile
Data Profile
o The usage of an transaction type is not be copied, these settings must be made manual
DNO_CUST04
Usage in SOLAR01/02 and test workbench
Update a already copied transaction type Display and transaction type
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All customizing which is created with the transaction will be stored on a transport request depending on the
client settings (SCC4)
All entries which are created are written to a log, which is used by the update logic and can be displayed by
transaction AI_CRM_CPY_PTYPE_LOG.
2.3.1.2 Function in Details
Copy transaction type
1. Select a source transaction type using value help2. Enter a target transaction type
a. The target transaction type will be checked
i. If it exist, it cannot be used
ii. If the key differentiate in the last three characters you will get a warning when you
execute(4.)
3. If you let the check box Display selected data on screen first you will get an overview of the entries
which will be created
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4. Execute
5. In the popup you see the source profile and the proposed names of the target profile
a. If you remove a profile then the source profile will be assigned (no copy)
b. If you change a profile to an existing profile, the profile will be assigned but noadaption/copy
will be done to the profile
c. If you change a profile to a not existing profile this profile will be created. In case of actions the
actions IDs will start with the first 4 characters of the profiled. It is recommended to change the description of the target profiles, if not the IMG activity will
send warnings same description.
6. Execute
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Here you see all tables, all keys, all values which will be created, you can drill down for each profile
and you can also see some SAP Solution Manager tables with specific content which will be copied.
The green field contains the keys and changed values.
7. Executing the Copy Icon the copy process runs.
a. Depending on the client settings a pop up for a transport request will pop up
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2.3.2Manual Copy
Besides the automatic copy of the transaction types there is still the manual way through the IMG-Guide,
which is available via transaction SPRO.
Since the report will take over the copy process automatically, this guide will not cover a detailed description of
the manual copy process. More information can be found in the documentation of the IMG-Guide, attached to
each customizing activity.
The general path to the Change Request Management customizing options:
Transaction SPRO SAP Reference IMG SAP Solution Manager Capabilities (optional) Change
Management
2.4Automatic Configuration
The automatic configuration step will create the required entries for Change Request Management in table
BCOS_CUST as well as setting the CHARM_CLIENT to the current working client. Especially the
CHARM_CLIENT is required to run Change Request Management correctly, because it will tell the system
which client will actually host the Change Request Management scenario.
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2.5Manual Configuration
In the manual configuration step, all those activities that are required or recommended to run Change Request
Management can be configured. Since those steps are manual, the system cannot do it automaticallybut
the procedure will guide you through the process and navigate you to the related node in the IMG Guide of
SAP Solution Manager.
The following sections will describe those activities more in detail:
2.5.1Transport Management SystemHere you find a section for Transport Management Configuration. This section provides solely information how
to setup a TMS to make it work together with Change Request Management.
The steps that are required can be found in the IMG of SAP Solution Manager:
IMG SAP Solution Manager Capabilities (Optional) Change Management Basic Configuration
Transport Management System
This step cannot be further automated, because every customer might have a different system landscape.
You can find a basic description, how you setup the Transport Management System for a simulated 3-
system landscape in the Change Request Management RKT-Materials viahttp://service.sap.com/rkt-solman
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2.5.2Authorizations
Review the documentation for details about standard roles provided. There is a guide available in the SAP
Service Marketplace that contains more information about authorizations:
http://service.sap.com/instguidesSAP Components SAP Solution Manager Release 7.16
Additional Guides Business and Authorization Roles (ITSM)
Standard roles in SAP Solution Manager
SAP_CM_DEVELOPER_COMP
SAP_CM_CHANGE_MANAGER_COMP
SAP_CM_TESTER_COMP
SAP_CM_OPERATOR_COMP
SAP_CM_REQUESTER_COMP
SAP_CM_ADMINISTRATOR_COMP
2.5.3Business Roles and Authorizations
For the ITSM (Incident Management, Problem Management, Change Management) scenario in the SAP
Solution Manager, SAP provides the predefined business role SOLMANPRO for SAP Web Clientconfiguration including predefined authorization (PFCG) roles for setting up an authorization concept.
You use the business role SOLMANPROto control the navigation bar, logical links and user authorizations.
For further information about all PFCG roles which are relevant for the Change Request Management
scenario, please refer to the SAP Solution Manager Security Guide. This guide is available in SAP Service
Marketplace.
The business role SOLMANPROand the authorization roles are only intended to be used as a template
for Best Practices scope. The roles have to be validated and adapted to the specific customer
requirements.
For detailed instructions on how to adapt business and PFCG roles, please refer to the configuration guide
Business and Authorization Rolesavailable in SAP Service Marketplace.
Also check the following SAP Notes for further details.
1481246 Hinweis Berechtigungen fr den Service Desk Release 7.1
1436271 UIU framework SM
1436270 Sammelhinweis Berechtigungen Solution Manager Release 7.1
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2.5.4Create a SAP Solution Manager Project to activate Change
Request Management
After the successful setup of Change Request Management and the creation of business partner and system
information (Ibase) a final step need to be performed. A SAP Solution Manager project needs to be definedand activated for Change Request Management.
The following picture describes the project structure and components for Change Request Management.
Starting point is always a SAP Solution Manager Project. Later on a Project Cycle is created out of a SAP
Solution Manager Project. This Project Cycle contains different components for Change Request Management
e.g. Task List, IMG Project and CTS Project, Project Phases etc.
Within a SAP Solution Manager Project the managed system landscape can be define. This is done with
logical components. A logical component consists of several logical systems (system/client combination).
Each logical system gets within a logical component a description and a system role assigned. The definition
of a logical component is done in transaction SMSY.
Call SMSY and navigate to System Groups and Logical Components.Logical components are based on product version. Choose a product and press with the right mouse button
on the product description.
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Define the description and name for the logical component. Confirm your settings.
On the right side of the screen you can now assign logical systems to some predefined named categories.
Assign your systems accordingly to the logical component. Change Request Management requires at least
two systems.
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Each category has a System Role assigned. This can be checked by pressing the button System Role.
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Change Request Management requires at least one logical system with System Role Source Systemand one
logical system with System Role Production System.
Below an example for a three tier landscape defined in one logical component.
Call transaction SOLAR_PROJECT_ADMIN. Press the button Create Project.
Define a Project Name, select a project type (e.g. Maintenance) and Confirm.
Maintain a Title and choose a language.
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Confirm the Pop-Up asking for the document enhancement.
Navigate to the tab System Landscape and select (use value help) the logical component defined before.
The logical component will be put into the project definition. Save your settings.
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Navigate to the tab Change Management and activate the Change Management integration for this project.
Confirm the pop-up window.
Before creating the project cycle and taks list run a check for the project definition. Press the button Check.
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This Check covers different aspects. Initial configuration, correct transport management setup or assigned
business partner. The result list shouldnt contain any errors. In case of check for the error message and also
the application log (button right next to the Check button).
When the project check was successful you create a project cycle and a task list. To do this just press the
button Create Task List.
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Define a name for the Task List and confirm.
After the successful creation this pop-up will show up.
You can now navigate to the Task List directly. The initial phase value will be Development without Release
and the tasks for the project track will still be locked. You can unlock the tasks either by pressing on it with theright mouse button or use the task Lock/Release Transport Tracks incl. Role Types.
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Example: Unlock task with right mouse button
Example: Open tasks with task Lock/Release Transport Tracks incl. Role Types
Select the system types for which the tasks should be released and confirm.
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After leaving the task list you get directly back to the SAP Solution Manager Project definition. There you can
see the successful defined SAP Solution Manager Project which can now be used with Change Request
Management.
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2.5.5Managed System information (IBase)
With the new SAP Solution Manager Release 7.1 major changes in terms of system management in SAP
Solution Manager are introduced. Central component to administrate Managed Systems is the LandscapeManagement Database (LMDB).
As central repository for all managed systems the LMDB provides detailed system information for other
repositories like SMSY. The SMSY is still being used to define i.e. Logical component and to update the IBase
with system information. Both, logical components and the IBase, are used in Change Request Management.
While a logical component helps to define the selection of systems that should be managed within a Change
Request Management Project, the IBase provides a unique identification for any system and/or client. These
way scenarios like Incident Management or Change Request Management can clearly identify and document
the targeted system within their processes.
Details about the technical settings for the IBase can be found at the IMG in transaction SPRO.
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There you will find information that the IBase will automatically be updated once a system is maintained in
SMSY. This automatic update is bases on the parameter IB_GEN_AUTO (blank no value) in transaction
DNO_CUST04. Since the SMSY itself will be updated by the LMDB is this way ensured that the IBase
contains updated information about all managed systems.
If you set the parameter IB_GEN_AOTO to X the automatic generation will be stopped and entried for theInstalled Bases and components have to be maintained manually.
For more details about system landscape management in SAP Solution Manager go to service.sap.com/rkt-
solmanSAP Solution Manager 7.1 SAP Solution Manager Setup and Operations Operations of SAP
Solution Manager. There you will find a presentation with details about LMDB, SMSY and SLD.
2.5.6Master Data
After the initial configuration of SAP Solution Manager, you are ready to create the master data relevant for the
Change Request Management scenario. It includes the creation of user and business partner as well as the
system information about the managed systems.
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2.5.6.1 Business Partner and User
For the Application Change Request Management, there are two types of relevant business partners linked to
System Users in the Solution Manager:
Organization: represents companies/organizations
Person: represents companys employees, such as key users and processors
User and Business partners can be created either automatically or manually.
2.5.6.2 Create User and Business Partner Automatically
There are two options to create User and Business Partner (Key User, Message Processor) automatically.
Option 1will create User as well as Business Partner. Option 2can be used to create only Business Partner
for User of Satellite Systems.
Option 1:Report AI_SDK_USER_BP_GEN
With this report, you generate system users and appropriate business partners in one step in SAP Solution
Manager for users of a SAP managed system:
1. Start transaction SE38.
2. EnterAI_SDK_USER_BP_GEN in the Program input field and choose Execute.3. Select the report execution options.
4. Choose Execute.
The next example shows which execution options should be checked, if you wish to:
o create business partners and system users (by using a reference user)
o update existing business partners
o search for users via existing RFC connections between the SAP Solution Manager and managedsystems of type READ
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o identify users and business partners by e-mail address
o display all execution details
o execute the report in test mode
Either you create this template User beforehand or you take your existing user. New Users will get same
authorizations.
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If a user exists in more than one managed systems (e.g. based on e-mail address), the report will create a
SAP Solution Manager user with business partner who is allowed to create tickets for each of the
corresponding managed systems.
For more information on AI_SDK_USER_BP_GEN, please refer to the SAP Help online documentation for
SAP Solution Manager 7.1 SP01 athttp://help.sap.com/.
To find the corresponding documentation more easily, use the search term AI_SDK_USER_BP_GEN.
Option 2:Transaction BP_GEN
Via transaction BP_GEN, you generate business partners in SAP Solution Manager for users of managed
systems.
1. ChooseAdd.
2. Select a system from which you want to create business partners. (e.g SD7)
3. Select users for which business partners should be created and doubleclick on it to add the user to
the list of the selected Users
.
4. Choose Create, as shown below.
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5. Select Create
6. Check the Status on the bottom of the screen
2.5.6.3 Create User and Business Partner Manually
To create a business partner for an employee, please proceed as follows:
1. Call transaction BP.
2. Select Create Person.
3. Enter name and address data in theAddresstab.
4. Enter an e-mail address in the area Communicationof theAddresstab.
5. In the Identification Numbers page area of the Identification tab, specify for which systems the
employee is allowed to create incidents / support messages. You have to make an entry of type
CRM001for each target system, as shown in the figure below. The identification number contains data
of the target system in the following format:
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6. Select the BP role Employee.
7. In the Employee Dataarea of the Identificationtab, assign the employees system user to thebusiness partner.
8. Select the BP role Contact Person.
9. In the Namearea of theAddresstab, enter a language in the Correspondence lang.field.
10. Save your settings.
2.5.6.4 Set up an Organizational Model (optional)
The organizational model reflects the functional structure of your company. It consists of organizational units
which represent how the company is structured in terms of functions and positions which specify how
different functions / tasks are assigned to individual posts.
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An organizational model can be used in various scenarios. For example, you can represent support teams as
organizational units, which is important for the set-up of support team determination.
For more information on how to set up an organizational model, please refer to chapter 4 (Create
Organizational Model) of the guide Support Team Determination via Business Rule Framework plus (BRFplus)
available in SAP Service Marketplace (http://service.sap.com).
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3.Additional Configuration
The last step in the setup procedure is the additional configuration. This covers all the additional functionalities
of Change Request Management that might not be used by every customer or in every landscape situation
some of the most common and most important settings are described in the following sections:
3.1Additional Functions
3.1.1CRM Field Customizing
Impact & Urgency
This field customizing is not part of the Change request management specific IMG but is available via
standard CRM customizing IMG.
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Define the impact, urgency, and recommended priority levels that you assign to a request for change. The
combination of impact and urgency determines the recommended priority of the transaction.
Define Impact:
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Define Urgency:
Define what combination of Impact and Urgency results in which recommended Priority:
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CAUTION:
If the Priority Field should automatically take over the value form the recommended Priority field youmust make sure you do not have customized a default priority value in the customizing for Transaction
Types.
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Mark Business Activity and double click on Customizing header
Make sure the Default Data for the flied Priority is empty
Risk
Customizing of the values that shall be available in the field Risk is also only available via CRM standard IMGand not part of the Change Request management IMG
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3.1.2Approval Procedures
The new release of SAP Solution Manager Change Request Management supports so called approval
procedures as part of the process for the Request for Change.
The approval procedure is a small process, which is executed in the status To be approved of the Request
for Change transaction. Customers can define multiple approval procedures in their system and select the
correct approval procedure depending on the type of change, the priority etc
An approval procedure always consists of one or many approval stepseach step is assigned to a specific
business partner function, and later also assigned to a specific business partner.
When you create your approval procedure you can also define which steps can be executed in parallel, and
which steps can only be executed when the previous step was done.
Besides the definition of the approval procedure itself, you can also define rules to determine the approval
procedure or the approver for a step automatically, based on values of the transaction. In general there are
two types of rules:
Approval Procedure Determination
Used to determine, which approval procedure shall be used
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Approval Step Determination rules
Used to determine, which business partner of the transaction shall be entered as approver of specific
step automatically
Creating a custom approval procedureIn the SAP Implementation Guide follow this path:
SAP Solution Manager Capabilities (optional) Change Management Standard Configuration
Transaction Types Approval Settings Define Approval Settings
You have to go through all the steps listed on the left side of the viewstart by creating a new approval
procedure. You need to define a key-value, a description text (used on the UI) and an approval status profile.
The standard profile is IT000003 and has entries for Approve, Reject and Not Relevant.
The next step is to define how long the approval procedure can be changed by the usereither it is frozen
directly after the initial save, or it will frozen once the approval procedure has been started:
In the next step, you will define the approval steps for your approval procedurein this example a 2-person
approval procedure:
Then you need to assign your steps to your approval procedure. You will also assign the default partnerfunction for this step, as well as the rule modeler profileto be able to define rules for this steps:
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Note: Make sure to only assign a business partner function which is assigned to your transaction type
otherwise you will get a similar error to:
Change Request Management supports two types of Rule Modeler Profile. It is important to assign the correct
rule profile and also use the correct name for the approval policy as indicated in this table below:
Rule Modeler Profile Approval Policy Comments
AI_CM_AP_STEP AI_CM_CR_RFC_STE Used for step determination
AI_CM_AP_PRO AI_CM_CR_RFC_PRO Used for general approval
procedure determination
If you would like to have a specific step only to be executed if another step was already done before, you also
need to customize the Define Previous Step part:
Finally you can define a new approval determination procedure. For each procedure you can define how to
determine the approval procedure: Either via rulesor via default determination defined in customizing. This
approval determination procedure is later assigned to a transaction type.
In case you want to define rules, make sure to assign the correct Rule Modeler Profile and use the correct
name for the approval policy.
If you want to create an own rule modeler profile, please check the IMG documentation of the activity
In case you want to use only the standard determination procedure, you simply need to add another entry in
the table for Assign Default Approval Procedure
Creation and Management of Rules
Rules can be created and edited in the Web Client UI directlythere is no need to go into the IMG after you
have set up your approval procedures in general.
In the SOLMANPRO Role, choose the entry Service Operations Rules Policies and search for rule
policies of Context Approval Management.
Invalid partner function for approval step Z_STEP_02; has been reset to default
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3.1.3Scope Assignment Block
The Request for Change in Solution Manager 7.1 has a new screen area to define the scope. This new area is
the scope assignment block.In comparison to the Change Request of Solution Manager 7.0 its possible to have multiple follow up
documents. In Solution Manager 7.0 the change request scope was defined through the field subject and the
IBase component, and you could only define one follow up.
The Request for Change in Solution Manager 7.1 offers inside the Scope assignment block the possibility for
several follow up documents also of different types. The field subject is obsolete in Solman 7.1 it was replaced
by the change category of the scope assignment block. For each line item of the scope you have to define a
change category and an ibase component.
To define which change categories are valid you can perform the following customizing.
SAP Solution Manager Implementation Guide - SAP Solution Manager - Capabilities (Optional) - ChangeManagement - Standard Configuration - Change Request Management Framework - Make Settings for
Change Transaction Types:
Add Scope Item
Define ChangeCategory &
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Choose SMCR Request for Change or your corresponding customer specific request for change and then
double click on Copy Control Rules in the left navigation area.
Here you can define which follow up documents (also your own Z & Y Types) you want to allow in the scope
as change category as well as define which information of the request for change shall be automatically
copied. e.g. priority, text, date, attachments, context. For text and date copy you can define separate mapping
rules in case you want to copy to a specific text or date. You can perform that customizing by double clickingin the left area to text ID Mapping and Dates mapping.
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CAUTION:
The customizing of the copy control rules only work properly for Z & Y Types if before the CRM Copy
control was performed properly. You can find this customizing under: SAP Solution Manager
Implementation Guide - Customer Relationship ManagementTransactions - Basic Settings - Copying
Control for Business Transactions - Define Copying Control for Transaction Types:
Only documents that are target of SMCR (or Z & Y) here will be allowed in the Change management
copy rules.
3.1.4Transport Management Assignment Block
In change transactions connected to the Change and Transport System you can use various functions from
the Transport Management System. These functions allow you to carry out and monitor transports betweenSAP systems.
Features:
Display and creating of transport requests, test transports, and tasks
Releasing of transport requests and test transports
Display of various information on transport requests, such as the status, whether they contain criticalobjects, or whether there are conflicts
Display of tasks for transport requests: When you choose Display Details, the tasks for the selectedtransport request are displayed in a new screen area.
Navigation to transport requests in connected systems Display of the transport log: The connected system is called automatically to do this.
Customizing activity:Adjust Project Field and Scope in Change Request by Status
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For example you can customize for which status of an Urgent Change it is allowed to create a Transportrequest and Transport Task.
Example: Here (see Screenshot below) in status E0002 which is In development the button to create a
Transport as well as the button to create a Task should be available. and all other status values E0001,E0004, E0005, etc.) its not allowed and with that the button for creations is not available.
You can use the same customizing option to set other actions/fields to be available status dependent perTransaction type.
CLOSE_TSK_LS close task list
CREATE_REQ create request
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CREATE_TASK create task
IBASE_COMPONENT I base component field
PROJECT_ID Project ID field
RELEASE_COPY release transport of copies
RELEASE_REQU release original request
SCOPE scope assignment block
3.1.5Landscape Assignment Block
The landscape assignment block shows you all systems of the corresponding task list as an overview.
Usually only the system which is flagged relevant is visible, you can extend that view to see all systems by
pressing the Display All systems button.
You can logon to all systems by clicking on action.
In the customizing you can define which system is flagged to be the relevant system depending on the status
of the change document.
SAP Solution Manager Implementation Guide - SAP Solution Manager - Capabilities (Optional) - Change
Management - Standard Configuration - Change Request Management Framework - Make Settings for
Change Transaction Types:
Mark your Change transaction (e.g. SMMJ) and double click on Specify status Attributes
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Per E-Status you can define which system role type shall be flagged to be the relevant one.
3.1.6Project, Solution, Document & Test management
Assignment Block
The project assignment block as well as the solution, document and test management assignment block are
all available for the request for change as and for all change transactions. Here you can define which context
shall be linked with a request for change or change transaction.
e.g. here the business process step Create Sales Order was linked as context in the solution assignment
block of an change transaction.
Depending on the transactions type and the status of your document different actions are available to be
performed. To customize this please follow:
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Available context actions are described below. In the customizing view you can define which context action is
allowed at which status for each which transaction type.
ADDPROJECT Add Project in Project Context
SOLN Add Solution in Solution Context
DELETEPROJ Delete Project in Project Context
DELETESOLN Delete Solution Object in Soln. Context
ADDDOCU Add Document in Document Context
DELETEDOC Delete Document Object in Doc. Context
ADDPROJOBJ Add Project structure object
DELETEPROJ Delete Object
ADDTESTDOC Add test plan or test package in Test WB
ADDTESTDOC Add test plan or test package in Test WB
DELTESTDOC Delete test plan or test package in Test WB
Note: The customizing of this context action per status comes with Solution Manager
7.1 SP5 only. Before you have not updated to support package 5 the use of all availableactions is not restricted, meaning all context actions are available for all status.
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DELTESTDOC Delete test plan or test package in Test WB
STATUSINFO Status Info System in Test WB
TESTREPORT Test Report in Test WB
ADDPROJECT Add Project in Project Context
SOLN Add Solution in Solution Context
DIROBJ Add Structure Object in Solution Context
MAINPROJ Add Maintenance Project in Solution
Context
DELETESOLN Delete Solution Object in Soln. Context
ADDDOCU Add Document in Document Context
DELETEDOC Delete Document Object in Doc. Context
STATUSINFO Status Info System in Test WB
TESTREPORT Test Report in Test WB
ADDTESTDOC Add test plan or test package in Test WB
DELTESTDOC Delete test plan or test package in Test WB
DELETEPROJ Delete Project in Project Context
3.1.7SAP WebClient UI Configuration & Personalization
There are several possibilities to configure and personalize the SAP WebClient to fit your organization's specific
business needs. For example, you can change the layout and texting of pages, fields, assignment blocks or tables.
For more information:
WebClient UI Framework:
http://help.sap.com/saphelp_crm70/helpdata/en/4d/2ae3f79e1d49d9be306f7768d55fba/frameset.htm
3.1.8Adding Custom Actions to the SAP WebClient UI
You can add your own actions to the Change Request Management toolbar Actions-Menu in the SAP WebClient UI:
To do so, perform the following:
1. Call transaction SM30 (Maintain Table Views).2. Enter AGS_WORK_CUSTOM as the Table/View.3. Choose Maintain.
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4. For each action, add an entry in the following form:
IM_CRM_UI_PPF_
Example:
IM_CRM_UI_PPF_01 Z_CUSTOM_ACTION_FILTER_01IM_CRM_UI_PPF_02 Z_CUSTOM_ACTION_FILTER_02
Ensure that the actions which you enter here are compatible with the SAP WebClient. Actions which
attempt to carry out any user interaction are generally not compatible with the SAP WebClient. For
example, actions which start SAP GUI functions or launch URLs will not work in the SAP WebClient.
Only manually executable actions will appear in the list. Ensure that the actions are correctly maintained in
your incident action profile, and can be manually started by the user.
Youll find an example use-case, descr ib ing how to m aintain the PPF act ion prof i le in sect ion3.3 o f
th is document .
3.1.9TREX Set-up
TREX (Text Retrieval and Information Extraction) is a powerful engine which provides intelligent search and
automatic classification of documents. TREX search engine is used for full-text search within CRM
documents, such as incidents and knowledge articles. TREX search can be performed in the SAP WebClient
and in the Incident Management Work Center.
For further instructions on how to set up TREX search, please refer to the guide Full-Text Search with TREX
available in the SAP Service Marketplace:
http://service.sap.com/instguides SAP Components SAP Solution Manager Release 7.1 6
Additional Guides
3.1.10 Support Team Determination (optional)
Please refer to the configuration guide of Application Incident Management for more information on how to set
up a team determination.
You will find an overview of existing guides and documentations at the end of this document.
3.1.11 Multilevel Categorization
Multilevel categorization enables you to individually design the categorization of business transactions (e.g.
incidents) on up to 4 levels. It integrates functions such as auto completion, item determination based on
categories and search for related problems, knowledge articles and change requests.
For detailed instructions on how to set up and use multilevel categorization, please refer to the guide Multilevel
Categorizationavailable in the SAP Service Marketplace:
http://service.sap.com/instguides SAP Components SAP Solution Manager Release 7.1 6
Additional Guides
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You can use report AI_CRM_CREATE_CAT_SCHEMAto automatically create an example categorization
schema, which you can adapt for your own purposes. Further details are available in the guide Multilevel
Categorization in SAP Service Marketplace.
3.1.12 Publishing of Saved Search
With SAP Solution Manager 7.1 it is possible to create so called Saved Searches however, those Saved
Searches are personalized for a specific user in standard and cannot be re-used by others.
In case you want to enable your users to share those saved searches with other users, you need to manually
activate a sharing functionality.
More information can also be found in this Blog on the SCM:
http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/12213
3.1.13 Create a system wide text Template
In the Request for Change document as well as for all Change documents you have the possibility to maintain
texts with different Text IDs. Every user can easily create its own text template and re-use it for recurring texts.The disadvantage here is that the text templates are personalized and only available for the users account. If
you want to create a system wide text template, that is available to all users, you have to do the following:
1) Transaction SE61 Document Maintenance
Use Document Class General text choose your language and name your template- then press the "Create"
button to create this new document.
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Maintain your Text and save the template. (Package and Transport order will be requested)
2) Transaction DNO_CUST04
Maintain the Fieldname with SDK_MSG_PROC_AUTO_TEXT and fill the Field Value with the name of your
Text template.
3) Use template in transactions
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For example, open a Request for Change and go to the Text assignment block. Press button Insert Text
Templateto open the following web dialog:
Choose System Template and select your Template.
Press Insert Text.
3.1.14 Create customer specific UI configuration
Before you can start to configure anything in the CRM web UI you have to make sure you have enabled the
configuration mode for your user in the personal settings.
Therefore please press the button in the upper right corner of your CRM UI.
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In the screen opening please press on Personalize settings
Make sure you have configuration mode enabled
As a result you will find 2 new icons in the shape of a little and a huge spanner in the upper right area of your
CRM UI.
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If you can see these 2 spanners as part of your CRM UI you can start configuring.
As an example we want to have the fields Impact and Urgency to be mandatory when creating a Request
for Change
Open a Request for Change document and press the little spanner
As a result you will find the Request for Change UI in purple color and an icon of gearwheels in the upper right
area of your screen
If you now click somewhere in on that purple area, the configuration screen will pop up.
Before you start changing the SAP Standard Configuration please copy the configuration into your namespace
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So now you work on your own configuration which is valid for your Role Configuration Key and the Transaction
Type you were using.
3.1.15 How to define mandatory fields
Please make sure you have created your customer individual UI configuration, before you start to make
changes on the UI configuration (see3.1.14).
To start configuration mark the filed you want to change ( Impact filed) and press the Show Field Properties
button
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Check the Mandatory flag and press apply
Repeat this last step for the Urgency field, press and save your setting to an
appropriately transport order which is popping up
Switch back from Configuration mode to normal mode by pressing the little spanner again.
As a result you will now find the fields Impact and Urgency additionally marked as mandatory.
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3.2Customer Specific SetupThis chapter describes the standard Customizing settings. If you want to change the customizing according to
your requirements keep in mind to copy the SAP standard into customer namespace first and make your
changes afterwards.
In the transaction SOLMAN_SETUP you will find one optional step where you can start a copy program which
automates the copying of the ChaRM standard transaction types to the customer namespace.
The transaction copy report provides the following functions
Copies a transaction type into customer namespace
o The copy includes almost all relevant entries including
Status Profile
Action Profile
Data Profile
o The usage of an transaction type is not be copied, these settings must be made manual
DNO_CUST04
Usage in SOLAR01/02 and test workbench
Update a already copied transaction type
Display and transaction type
All customizing which is created with the transaction will be stored on a transport request depending on the
client settings (SCC4)
All entries which are created are written to a log, which is used by the update logic and can be displayed by
transaction AI_CRM_CPY_PTYPE_LOG.
More information about the copy report can be found in section2.3 of this document.
3.2.1 Transaction Type
Transaction types are defined as a set of different configuration settings. This set of configuration settings
represents information and functions within a process. Change Request Management contains many different
processes like Request for Change, Normal Change, Urgent Change or Admin Change. Each of those
processe is defined by an individual transaction type. For example for a Request for Change the Transaction
Type SMCR is defined. Find below a picture showing the available processes in Change Request
Management and the according transaction type.
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A transaction type defines the attributes and characteristics of a CRM business transaction. E.g. the Request
for Change transaction type SMCR defines the whole customizing for partners, status, text and workflow
action which are needed for the Change Request Management.
The following documentation shows as an example details about the transaction type SMCR.
Call transaction SPRO and open the SAP Reference IMG.
In the IMG activity Define Transaction Typesyou make the settings for a transaction type.
Select transaction type SMCR and press the button Details.
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The standard settings of SMCR are shown in the figure below.
This screen shows the assigned Profiles and number ranges.
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SAP recommends you to copy the transaction type (incl. dependent customizing, such as partner or
text schema) into the customer naming space which must begin with Z or Y. This will ensure that
changes will not be overwritten in case of an upgrade.
The recommended name for the SMCR copy is ZMCR. This will prevent some additional customizing
effort, such as adaption of actionsschedule conditions.
You have to specify rules for creating follow-on documents. Via the IMG activity Specify Mapping
Rules for Copy Control you define which follow-on documents can be created from the copied
transaction type and which data the follow-on document should contain. For more information, please
refer to the documentation of this IMG activity.
To copy the Transaction Type SMCR into customer namespace Choose Copy as
Enter the customer namespace ZMCR and a description. Afterwards confirm with Return
Save your changes. Now all assigned standard profiles need also to be copied.
3.2.2 Text Determination Procedure
A text determination procedure is a container for text types, such as description, reply or internal note. It is
assigned to a text object. In Incident Management, the relevant text object is CRM_ORDERH. The text
determination procedure must be assigned to a transaction type which will ensure that the text types can be
displayed in documents.
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3.2.2.1 General Settings
ProfileSMCR0001 is the standard text determination procedure assigned to the transaction type SMIN. It can
be accessed via the IMG activity Define Text Determination Procedure.
Mark the text object CRM_ORDERH and press the folder Procedure on the left side.
Choose from the result list the text profile SMCR0001.
The next figure shows the settings of the text determination procedure SMCR0001.
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SAP recommends you to copy SMCR0001 into the customer naming space (which must begin with Z or Y).
This will ensure that changes will not be overwritten in case of an upgrade.
The recommended name for the copy is ZMCR0001.
3.2.2.2 Rich Text Formatting
This section explains how to activate the rich text editor in the SAP WebClient. It enables you to edit texts in a more
powerful way e.g. by using fonts (such as bold or italics), copy and paste functions or text alignment.
There are two ways to activate rich text formatting:
via IMG: rich text formatting is activated for all users
via user parameter: user specific rich text activation
To activate the rich text editor for all system users, please do the following:
1. Start transaction DNO_CUST04.
2. Switch to Changemode and choose New Entries.
3. Enter the following data:
Field Name:AI_CRM_TXTEDIT_HTML
Field Value: X
Description: Activation of Rich Text Editor in WebUI
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4. Save your settings.
To activate the rich text editor for a specific user, please do the following:
1. Start transaction SU01.
2. Switch to Change mode Navigate to the tab Parameters.
3. EnterAI_CRM_TXTEDIT_HTMLas Parameter ID and Xas Parameter value, as shown in the figure below.
4. Save your settings.
After you activated the rich text editor, buttons for rich text formatting should be available for editing texts in incidentsand problems, as shown in the figure below.
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3.2.3 Partner Determination Procedure
A partner determination procedure specifies which business partners are involved in the business process, for
example, a sold-to party (partner function 00000001). The partner determination is executed separately foreach partner function. The partner determination procedure must be assigned to the corresponding business
transaction to ensure the correct display and processing of the business partners.
The relevant partner determination procedure for the Request for Change is SMCR0001.
SAP recommends you to copy the partner schema SMCR0001 into the customer naming space (which
must begin with Z or Y). This will ensure that changes will not be overwritten in case of an upgrade.
The recommended name for the copy is ZMCR0001.
Via the IMG activity Define Partner Determination Procedureyou define and configure a partner determination
procedure. You specify how a business partner is determined and which partner functions are included in the
schema. Furthermore, you are able to define which partner functions should be displayed in the header data of
incidents in the work center.
The figure below shows the default partner functions for a Request for Change.
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By scrolling the table shown above to the right you will see further details like an access sequence that can be
assigned to partner function and ensure that partner identifications are determined automatically when
creating or processing a Request for Change.
3.2.4 Status Profile
A status profile is a container of user statuses which specify the individual status of an object, such as a
Request for Change or a Normal Change. For example, a Request for Change could have the status To be
Approved.
3.2.4.1 General Settings
Via the IMG activity Define Status Profile for User Status, you define and configure the Status Profile.
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The default status profile for the transaction type SMCR is SMCRHEAD. The figure below shows the standard
customizing settings of SMCRHEAD.
By specifying a lowest or highest status number, you can control the transition from one status to another.
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Example:
The status In Processhas the lowest status number 20 and the highest status number 50. This means,
that when this status is active, only a status with a number between 20 and 50 may be activated, i.e. T
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