CR580CRM User Interface
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COURSE OUTLINE.
Course Version: 015Course Duration: 4 Day(s)
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Typographic Conventions
American English is the standard used in this handbook.
The following typographic conventions are also used.
This information is displayed in the instructor’s presentation
Demonstration
Procedure
Warning or Caution
Hint
Related or Additional Information
Facilitated Discussion
User interface control Example text
Window title Example text
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Contents
ix Course Overview
1 Unit 1: UI Concepts
1 Lesson: Getting Started with the WebClient UI1 Lesson: Using the WebClient UI1 Lesson: Personalizing the WebClient UI
3 Unit 2: Business Roles
3 Lesson: Configuring Business Roles3 Lesson: Configuring Function Profiles for Business Roles3 Lesson: Central Sharing Tool3 Lesson: Authorizations and Business Roles
5 Unit 3: Navigation Bar
5 Lesson: Configuring the Navigation Bar5 Lesson: Using the Transaction Launcher
7 Unit 4: Architecture
7 Lesson: Analyzing the Architecture of the WebClient UI7 Lesson: Analyzing the Business Object Layer and Generic
Interaction Layer
9 Unit 5: UI Configuration
9 Lesson: Using the UI Configuration Tool9 Lesson: Configuring the Design Layer9 Lesson: Configuring Fact Sheets
11 Unit 6: Extensibility Tools
11 Lesson: Extending UI Components Using the Application Enhancement Tool (AET)
11 Lesson: Creating a Rapid Application11 Lesson: Creating a Mashup11 Lesson: Extending Applications using the Easy Enhancement
Workbench (EEW)
13 Unit 7: Component Enhancement Concept
13 Lesson: Enhancing UI Components13 Lesson: Creating Enhancements
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15 Unit 8: Skins and Icons
15 Lesson: Configuring Skins15 Lesson: Configuring Icons
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Course Overview
TARGET AUDIENCEThis course is intended for the following audiences:
● Application Consultant
● Development Consultant
● Super / Key / Power User
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UNIT 1 UI Concepts
Lesson 1: Getting Started with the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the evolution of the CRM WebClient UI
Lesson 2: Using the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:
● Check the navigation frame of the WebClient UI application
● Use the navigation bar
● Check the standard entry pages of a WebClient UI business role
● Search for CRM data
● Work with overview pages
● Work with tables
● Use favorites and tags
Lesson 3: Personalizing the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:
● Personalize the CRM application
● Create central personalization settings
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Unit 1: UI Concepts
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UNIT 2 Business Roles
Lesson 1: Configuring Business RolesLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure business roles
● Assign business roles
● Adapt business roles
Lesson 2: Configuring Function Profiles for Business RolesLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure function profiles for business roles
Lesson 3: Central Sharing ToolLesson ObjectivesAfter completing this lesson, you will be able to:
● Use the Central Sharing Tool
Lesson 4: Authorizations and Business RolesLesson ObjectivesAfter completing this lesson, you will be able to:
● Assign authorization roles
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Unit 2: Business Roles
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UNIT 3 Navigation Bar
Lesson 1: Configuring the Navigation BarLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the navigation bar
Lesson 2: Using the Transaction LauncherLesson ObjectivesAfter completing this lesson, you will be able to:
● Use the transaction launcher
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Unit 3: Navigation Bar
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UNIT 4 Architecture
Lesson 1: Analyzing the Architecture of the WebClient UILesson ObjectivesAfter completing this lesson, you will be able to:
● Analyze UI components
● Analyze the MVC concept
Lesson 2: Analyzing the Business Object Layer and Generic Interaction LayerLesson ObjectivesAfter completing this lesson, you will be able to:
● Analyze the business object layer (BOL) and the generic interaction layer (genIL)
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Unit 4: Architecture
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UNIT 5 UI Configuration
Lesson 1: Using the UI Configuration ToolLesson ObjectivesAfter completing this lesson, you will be able to:
● Identify a component and view
● Create a view configuration using a role configuration key
● Configure different types of views
Lesson 2: Configuring the Design LayerLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the design layer
Lesson 3: Configuring Fact SheetsLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the account fact sheet
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Unit 5: UI Configuration
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UNIT 6 Extensibility Tools
Lesson 1: Extending UI Components Using the Application Enhancement Tool (AET)Lesson ObjectivesAfter completing this lesson, you will be able to:
● Set up the AET
● Start the AET
● Add a new field
● Add a calculated field
● Add a table
Lesson 2: Creating a Rapid ApplicationLesson ObjectivesAfter completing this lesson, you will be able to:
● Create a rapid application from a database table
● Embed a rapid application
Lesson 3: Creating a MashupLesson ObjectivesAfter completing this lesson, you will be able to:
● Create a mashup
Lesson 4: Extending Applications using the Easy Enhancement Workbench (EEW)Lesson ObjectivesAfter completing this lesson, you will be able to:
● Use the Easy Enhancement Workbench (EEW)
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Unit 6: Extensibility Tools
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UNIT 7 Component Enhancement Concept
Lesson 1: Enhancing UI ComponentsLesson ObjectivesAfter completing this lesson, you will be able to:
● Analyze the enhancement concept
● Create an enhancement set
Lesson 2: Creating EnhancementsLesson ObjectivesAfter completing this lesson, you will be able to:
● Prepare UI enhancements
● Add a context node
● Use UI check tools
● Redefine methods to change the appearance of pushbuttons
● Change the view structure
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Unit 7: Component Enhancement Concept
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UNIT 8 Skins and Icons
Lesson 1: Configuring SkinsLesson ObjectivesAfter completing this lesson, you will be able to:
● Copy an SAP skin
● Adapt skins
Lesson 2: Configuring IconsLesson ObjectivesAfter completing this lesson, you will be able to:
● Exchange the SAP logo
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