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SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Icons in Body Text Icon
Meaning Caution Example Note Recommendation Syntax
Additional icons are used in SAP Library documentation to help you identify different types of information at a glance. For more information, see Help on Help General Information Classes and Information Classes for Business Information Warehouse on the first page of any version of SAP Library .
Typographic Conventions Type Style
Description
Example text
Words or characters quoted from the screen. These include f ield names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Cross-references to other documentation.
Example text
Emphasized words or phrases in body text, graphic titles, and table titles.
EXAMPLE TEXT
Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE.
Example text
Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools.
Example text
Exact user entry. These are words or c haracters that you enter in the system exactly as they appear in the documentation.
Variable user entry. Angle brackets indicate that y ou replace these words and characters with appropriate entries to make entries in the sy stem.
EXAMPLE TEXT
Keys on the keyboard, for example, F2 or ENTER.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Contents 1. About This Document .................... ................. ................. ................. .................. .................. .................. .. 7 1.1
Purpose and Scope .......................................................................................................................... 7
General Actions .............................................................................................................................. 46 Flavor Maintenance .................................................................................................................... 46
SAP Screen Personas Users Guide
SAP Screen Personas User Guide 5.1.2 Media File Maintenance ............................................................................................................. 51
Transport Objects ....................................................................................................................... 56
5.2
User Management .......................................................................................................................... 60
5.2.1 5.3
User Maintenance ...................................................................................................................... 60 Group Management ....................................................................................................................... 65
5.3.1
Group Maintenance .................................................................................................................... 65
5.3.2
Mass Group Maintenance .......................................................................................................... 70
Scripting Errors: Control not found ........................................................................................... 111
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Table of Figures Figure 1: SAP GUI versus SAP Screen Personas ............................................................................................. 14 Figure 2: Processing Steps.............................................................................................................................. 16 Figure 3: Scripting Example ............................................................................................................................ 42 Figure 4: Personas HTML ............................................................................................................................... 85 Figure 5: Edit Options..................................................................................................................................... 86 Figure 6: Personas HTML how to create a flavor ........................................................................................... 87 Figure 7: Create a Flavor ................................................................................................................................ 88 Figure 8: Save necessary GUI Elements ......................................................................................................... 89 Figure 9: Hide Screen Elements ..................................................................................................................... 91 Figure 10:Hide/unhide Hidden Elements ....................................................................................................... 92 Figure 11: Add Background Picture ............................................................................................................... 93 Figure 12: Move Backward ............................................................................................................................ 93 Figure 13: Add an Image ................................................................................................................................ 94 Figure 14: Select Image and Set Properties ................................................................................................... 94 Figure 15: Design Button Appearances .......................................................................................................... 95 Figure 16: New Sales Order Intial Screen....................................................................................................... 96 Figure 17: Share Created Flavor ..................................................................................................................... 97 Figure 18:Set Flavor as Default ...................................................................................................................... 98 Figure 19: Backend – Administration Transaction ......................................................................................... 99 Figure 20:Backend – Administration Screen ................................................................................................ 100 Figure 21: Backend – Search Flavor for Transport ....................................................................................... 101 Figure 22: Backend – Transport Flavor ........................................................................................................ 101 Figure 23: Example of how to pass a parameter ......................................................................................... 106 Figure 24: How to find Screen Field Name .................................................................................................. 107 Figure 25:Function Code .............................................................................................................................. 107
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
1. About This Document
1.1
Purpose and Scope
The SAP Screen Personas Users Guide provides a central starting point for the users of SAP Screen Personas. SAP Screen Personas provides the flexibility to customize and transform the organizationspecific SAP screen to suit their business needs. It gives business users and IT users t he ability to meet the need for rapid screen changes, delivering improved user experience and increased work efficiency.
1.1.1
Prerequisites Install the latest version of Silverlight version 5.0 UI technology (browser plug-in) from Microsoft in the client machines to render rich internet content. Please see Master Guide (https://websmp106.sap-ag.de/instguides) for a full list of prerequisites.
1.1.2
SAP Screen Personas Features
Render and personalize SAP Web Dynpro screens in a web browser
Deliver screen modifications in a fast and cost-e ffective way, without any programming
Align user interfaces to business user needs and personal work styles
1.1.3
Reduce screen clutter for business users, allowing them to access only the data they need to transact business
Add extra information to screens t hrough labels, tooltips, and sticky notes
Add images, web content, or shortcut buttons that start transactions from the screen
Constraints
This component supports solutions using SAP GUI screens and no other sc reens.
1.2
Target Audience
This document is intended for the following target audiences:
Consultants
Partners
Customers
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
1.3
Glossary
Term SAP application Business Scenario
Component
Flavor
User Admin User
1.4
Definition An SAP software solution that serves a specific business area, for example,ERP, CRM, PLM, SRM, SCM From a microeconomic perspective, a business scenario is a cycle that consists of several interconnected logical processes in time. Typically, a business scenario includes several company departments and involves other business partners. From a technical point of view, a business scenario needs at least one SAP application (SAP ERP, SAP SCM, or ot hers) for each cycle and possibly other third-party systems. A business scenario is a unit that can be implemented separately and reflects the customer’s prospective course of business. The smallest individual unit considered within the Solution Development Lifecycle. Components are separately produced, delivered, installed and maintained. ‘Flavor’ in SAP Screen Personas identifies a specific personalization for a particular SAPtransaction. So a Personas Flavor is always linked to a specific SAP transaction (example VA01). On the other hand, one particular SAP transaction can have infinite number of flavors. Business user who uses any SAP transaction with Personas personalization. A user who does and supports configuration and other system activities to support business users.
Related Information For more information about planning topics not covered in this g uide, see the following content on SAP Service Marketplace: Content
Location on SAP Service Marketplace
Latest versions of Configuration Documentation and Master Guide
http://service.sap.com/instguides Focused Business Solutions SAP Screen Personas SAP Screen Personas 2.0 http://help.sap.com/personas
Application help for SAP Screen Per sonas SAP Service Market Place (SAP Screen Personas Installation and Upgrades) Sizing, calculation of hardware requirements such as CPU, disk and memory re source - with the Quick Sizer tool Released platforms and technology-related topics such as maintenance strategies and language support SAP Screen Personas Users Guide
http://service.sap.com/
http://service.sap.com/quicksizer
http://service.sap.com/platforms To access the Platform Availability Matrix directly, enter http://service.sap.com/pam
SAP Screen Personas User Guide
Network security High Availability Performance Information about Support Package Stacks, latest software versions and patch level requirements Information about Unicode technology
1.4.1 Further Useful Links The following table lists further useful links on SAP Service Marketplace: Content Information about creating error messages SAP Notes search SAP Software Distribution Center (software download and ordering of software) SAP Online Knowledge Products (OKPs) – rolespecific Learning Maps
Location on SAP Service Marketplace http://service.sap.com/message http://service.sap.com/notes http://service.sap.com/swdc http://service.sap.com/rkt
1.4.2 Related Master Guides This Master Guide is based on Master Guides for cross-industry applications. You can find more information about the relevant applications in the following documents:
Title Master Guide - SAP ERP 6.0
SAP NetWeaver
1.4.3
Location http://service.sap.com/instguides SAP Business Suite Applications SAP ERP SAP ERP 6.0 Planning http://service.sap.com/instguides SAP NetWeaver SAP NetWeaver 7.4 Planning
Important SAP Notes Latest Notes that are released can be found on this SCN Blog: http://scn.sap.com/community/gui/blog/2013/08/28/sap-screen-personas--how-to-configure-thesystem-troubleshooting-faq
SAP Note Number 1776739
Title
Description
Installation Note for SAP
The note contains information about planning the
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Screen Personas 2.0
1.4.4
1848339
Installation and Upgrade note for SAP Screen Personas (Silverlight)
1885334
Feature List for Silverlight
1869640
Client copy of SAP Screen Personas delivered customizing
installation of upgrades of the ABAP add on PERSOS. https://service.sap.com/sap/support/notes/17767 39 This note contains information on the steps for installing and getting started for both new and existing customers. https://service.sap.com/sap/support/notes/18483 39 Feature list for SAP Screen Personas Release 2.0 Silverlight https://service.sap.com/sap/support/notes/18853 34 After SAP Screen Personas installation, all the SAP delivered customizing is present in client 000. https://service.sap.com/sap/support/notes/18696 40
SAP Screen Personas Documentation Guide
The following documentation will allow you to obtain the most value from your investment in SAP Screen Personas. Name
Purpose
Location
Configuration Document 2.0_SP2
This document provides configuration information for the Silverlight and HTML components of SAP Screen Personas 2.0 and includes additional information of the Support Pack SP02. It also describes all activities necessary for the implementation and configuration of SAP Screen Personas. This Master Guide is the central starting point for the technical implementation of the SAP Screen Personas solution. You can find crossscenario implementation information as well as scenario-specific information in this guide.
https://websmp106.sap -ag.de/instguides
Users Guide
The user guide is a central starting point for Personas. The documenting is regularly updated with new information.
SAP Personas Application Help SAP Screen Persons – Getting Started on SCN Myth vs. Truth Documentation
High level help that explains SAP Screen Personas Initialization, Flavors and Administration Transaction. A compilation of links that has demo videos, SAP Screen Personas Basic, Scripting and Technical Documentation. Outlines the Truth and Myth of SAP Screen Personas
SAP Screen Personas Application Initialization Once SAP Screen Personas is installed and customized, the Personas Administrator provides a URL to the business user to access the application. This URL takes the business user to the login screen of the SAP Screen Personas system. Upon successful login, the screen displays a list of available systems if more than one system is available. If the business user has only access to one system the system selection is skipped. The business user can select the required system and login. After successful login, the SAP Screen Personas screen appears. The screen displays all the flavors available for t he user’s profile in different tabs in the Flavor Bar. As a business user, you can choose any flavor tab and the system fetches and displays the flavor on your screen.
User Roles This application can be accessed by the following users:
Business Users (or Transaction Users) This user can view, add, create, edit, share, or remove flavors in the SAP Screen Personas screen. However, this user needs appropriate permissions from the Admin user to perform these actions. For more information, see Flavors
Administrator Users (or Admin Users) This user manages the backend operations: System Landscape Maintenance General Actions User Management Group Management Profile Wide Settings Translation
For more information, see Section Administration Transactions
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3
Flavors Definition
‘Flavor’ in SAP Screen Personas identifies a specific personalization for a particular S AP transaction in a specific system. Use
A Flavor is always linked to a specific SAP transaction (for example VA01). On the other hand, one particular SAP transaction can have more than one flavor. You can select any of the available flavors to personalize a specific SAP transaction. By default, the basic flavor is available to all the users. You can access the flavors through one of the following options: ●
Flavors are created centrally and are made available to you by the admin user
●
With required authorization, you can create, edit, share, or remove flavors
Use of this object depends on the authorization given to you. If you are not authorized, then the Manage Flavor icon will not be displayed and you will not be able to create, edit, share, or remove flavors. You can only view the flavor and add it to your profile.
Structure Flavor Gallery All the available flavors defined for different transactions are liste d in the Flavor Gallery. You can choose any flavor and add it to your profile. All flavors in your profile are shown in the flavor bar. All flavors that are shared with you are listed in the flavor gallery.
Manage Flavor The
icon for Manage Flavors gives you different options to work with the flavors. When you login
to the SAP Screen Personas application, by default, you are taken to the Basic View. Here, you can find the
icon on the right pane of the screen. When you click this icon, the different options to
work with flavors like Set as default, Share with others, Remove from P rofile, Create a copy, and Edit are displayed.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Basic Concept of Flavor You can use SAP Screen Personas to create flavors to simplfy your work by reducing buttons, fields etc.. With these personalized flavors of SAP Screen Personas you can:
Improve business user productivity by providing only the essential screen elements and data to complete business transactions faster and more accurately t hrough fewer data entry fields
Increase user satisfaction by automating repetitive tasks and simplifying complex screens through pre-filled fields and pull-down menus
Reduce the cost of personalization by eliminating the need for ABAP programmers or scripting experts
Decrease training time for SAP users
Figure 1: SAP GUI versus SAP Screen Personas
For more information see:
Creating Flavors
Setting as Default
Sharing with others
Removing from Profile
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Editing a Flavor
Editable Functions
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3.1
Flavor Creating process The steps for creating a SAP Screen Personas Flavor on an abstrac t high level is illustrated in figure 4. Of particular relevance is that the actual building of the new screen is only one step of the complete process. You will optimize improvements to your user experience by investing time in the preliminary steps of identifying and analyzing the process for which you wish to build the flavor.
Figure 2: Processing Steps
3.2
Creating Flavors This option can be used to create new flavors for a transaction. This helps you to personalize the SAP screen for a particular transaction.
Prerequisites You can create flavors only if you have the required authorization. The admin user of your organization will give you the necessary authorization. Before you initialize the SAP Screen Personas application, ensure that the Silverlight version 5.0 UI technology (browser plug-in) from Microsoft is installed in your system.
Procedure 1.
Click the URL to initialize the SAP Screen Personas application. A login screen appears to log into the system where the Personas application is installed.
2.
Enter a valid username and password to log in to the system. The screen displays a list of systems configured for your profile.
3.
Select a system. The login screen for the selected system appears.
4.
Enter a valid username and p assword for the selected system. The SAP Easy Access screen appears. This can vary according to the user configuration.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide 5. Launch a transaction of your choice. The transaction is opened in the Basic View tab, which is the default view of the UI. Since this is the first time that the you a re accessing a screen with SAP Screen Personas, n o additional flavors appear in Flavor Bar. 6.
Click the
in the right pane to open the Manage Flavors menu and choose Create a copy .
The Create a Private copy dialog box appears. 7.
Enter a name for the copy of flavor and choose Ok . The new flavor screen appears in editable mode. For more information see Editing Flavors.
8.
Make the necessary modifications and c hoose Save & Exit .
Result The new flavor is saved as a ne w tab in the Flavor Bar. You c an even see the new flavor listed in the Flavor Gallery. You can switch between the basic view and the new flavor.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide ...
3.3
Setting as Default This option enables you to set a flavor as the default flavor for a particular transaction.
Procedure 1.
Click the tab of the flavor in the Flavor Bar that you want to set as default.
2.
Click the
icon and choose the Set as Default option from the Manage Flavor menu.
Result The flavor is set as default for this transaction.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3.4
Sharing Flavors Flavors can be shared with different users. You can share flavors either with an individual user or with a group of users. Note that the users should be a member of a particular group in order to access the flavors shared within the group. This helps you to avoid duplicate efforts in creating flavors.
Prerequisites You can share flavors only if you have the required authorization. The SAP Screen Per sonas Administrator of your organization will give you the necessary authorization.
Procedure ...
1.
Select a flavor from the Flavor Bar that is not Basic View .
2.
Click the
icon in the right pane.
The Manage Flavor menu appears. 3.
Choose the Share with others option from the Manage Flavors menu. The window to share this flavor for this transaction appears. The name of the f lavor appears by default in the Name field of this window.
4.
Enter a suitable description for the flavor in the Description box.
5. Select the required users with whom you would like to share the flavor, from the list of Users. You can even search for users using the Lookup in the Users field. 6. If you want to share the flavor with a group of users, choose the required groups. You can even search for a particular group by using the
icon in the Groups field.
Result
The selected flavor is shared with the selected users or group of users. All the users can now see this flavor listed in the Flavor Gallery of their respective profiles.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3.5
Removing from Profile Use
This option can be used to remove a flavor from your profile. Prerequisites
This action requires authorization from the Admin user. You will be able to remove a flavor from a profile only if you have the appropriate authorization. If you are using a shared flavor, it cannot be removed from your profile.
Procedure ...
1.
Select a flavor from the Flavor Bar that is not Basic View .
2.
Click the
icon in the right pane.
The Manage Flavor menu appears. 3.
Choose the Remove from Profile option from the menu. The Remove Flavor window appears.
4.
Choose Ok. The Delete Flavor window appears asking if you want to delete this flavor permanently.
5.
Choose Ok if you want to delete this flavor permanently.
Result
This flavor is removed from your profile and is removed from the Flavor Gallery. ...
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3.6
Editing a Flavor Use
You can edit a flavor only if you ar e the owner of the flavor and have the edit rights.
Procedure 1.
Select a flavor from the Flavor Bar that is not Basic View .
2.
Click the
icon in the right pane.
The Manage Flavor menu appears. 3.
Choose the Edit option from the menu. The flavor opens in the editable mode.
4.
Make the necessary modifications like hiding or unhiding a button, changing the location of the field, adding a launch button and so on. For more information, see Editable Functions.
5.
Choose Save & Exit.
Result
The flavor is modified and saved. The transaction appears according to t he modified flavor.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3.7
Editable Functions This mode allows you to edit a flavor. The tool bar in the editable screen gives you different tools to modify the flavor according to your needs. Using this option you will be able to further personalize a flavor or modify a flavor according to the changing needs of your organization.
This option can be used only if yo u are the owner of the flavor and you are authorized to edit a fl avor. Especially in the case of shared flavors, you are restricted from editing a flavor as it might be accessed by many other users of your group.
Prerequisites
You can edit a flavor only if you ar e the owner of the flavor or have the permission to edit flavors. Result
The flavor is modified and saved. The transaction appears according to t he modified flavor.
The different tools available to edit a flavor are given in the following table: Editing Tools Icons
SAP Screen Personas Users Guide
Tool
Function
Undo last action
Reverses the last editing action
Redo last action
Reverts to the last editing action
Group selected controls
Groups a set of selected controls
Ungroup selected controls
Ungroups a set of selected controls
Bring Forward
Brings the required control forward
Move Backward
Moves the required control backward
Make field mandatory
Adds an asterix mark to a field indicating the field is mandatory
Undo mandatory field
Removes the asterix mark from a mandatory field making it an optional field
Decrease Fontsize
Decreases the fontsize of the text
Increase Fontsize
Increases the fontsize of the text
Add or update tooltip
Adds or updates a tooltip
SAP Screen Personas User Guide
SAP Screen Personas Users Guide
Delete tooltip
Deletes a tooltip
Hide selected controls
Hides the selected controls
Unhide selected controls
Unhides the selected controls
Convert control
Changes the type of control of a text field
Dropdown List
Adds a drop-down list to the control
Radio Buttons
Adds radio buttons to the control
Add a sticky note
Adds a sticky note
Open control box
Opens the control box with options to add Launch button, Script button, Group box, Label, Text box, Check box, Image, HTML Viewer
Launch button
Adds a launch button to launch a Transaction, Webpage, or a Menu Option
Script button
Adds a script button to specify a set of rules and actions
Group Box
Adds a panel with a title field
Label
Adds a text label
Text Box
Adds a text input field
Check Box
Adds a check box
Image
Adds a box to upload an image or selects picture from the library
SAP Screen Personas User Guide HTML Viewer
Adds a box to render a Webpage URL
Delete prefill or control (Delete)
Deletes the color modifications and restores default text value
Open color palette
Opens the color palette with options to add or change colors and alignment of the controls and also to
Link Text box to a button
When you a button that executes a function you can link the text box to that function.
Additional Tools Icons
Tool
Function
Show/Hide Properties
Shows or hides the properties of a selected control
Hide all Hidden controls
Hides all the hidden controls while editing
Make all hidden controls visible while editing
Makes all the hidden controls visible while editing
Activities
You start editing a flavor by selecting t he required flavor tab from the Flavor Bar. The system checks if you are authorized to edit the flavor. Once your authorization is confirmed, the flavor is displayed in the edit mode. Given below is the table giving keyboard shortcuts for SAP Screen Personas tools:
User Action
Shortcut Keys
Add new check box button
Ctrl+Alt+N , Ctrl+Alt+7
Add or update tooltip
Ctrl+Alt+L
Add a group box
Ctrl+Alt+N , Ctrl+Alt+4
Add an Html Viewer
Ctrl+Alt+N , Ctrl+Alt+9
Add an image
Ctrl+Alt+N , Ctrl+Alt+8
Add a label
Ctrl+Alt+N , Ctrl+Alt+5
Add a launch button
Ctrl+Alt+N , Ctrl+Alt+2
Add a script button
Ctrl+Alt+N , Ctrl+Alt+3
Add a sticky note
Ctrl+Alt+N , Ctrl+Alt+1
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Add a text box
Ctrl+Alt+N , Ctrl+Alt+6
Convert back to original control
Ctrl+Alt+T , Ctrl+Alt+B
type Convert to combo box
Ctrl+Alt+T , Ctrl+Alt+C
Convert to radio buttons
Ctrl+Alt+T , Ctrl+Alt+R
Decrease Fontsize
Ctrl+(-)
Increase Fontsize
Ctrl+(+)
Delete prefill or control
Delete
Group selected controls
Ctrl+Alt+G
Hide selected controls
Ctrl+Alt+H
Make field mandatory
Ctrl+Alt+M
Make field optional
Ctrl+Alt+O
Open color palette
Ctrl+Alt+C
Redo last action
Ctrl+Y
Remove tooltip customization
Ctrl+Alt+J
Add new rule
Insert
Move rule down
Ctrl+Down
Move rule up
Ctrl+Up
Remove rule
Delete
Save Button Tooltip
Win+S
Save Exit Button Tooltip
Win+Shift+S
Show/Hide Properties
Ctrl+Alt+P
Undo last action
Ctrl+Z
Ungroup selected controls
Ctrl+Alt+U
Make selected controls visible
Ctrl+Alt+S
Add new user action
Insert
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Remove user action
Delete
Move user action down
Ctrl+Down
Move user action up
Ctrl+Up
Move Backward
Ctrl+PageDown
Bring Forward
Ctrl+PageUp
Given below is the list of properties available for each control and their descriptions:
Property
Editable
Description
Common Index
No
Index of the control in the children list
TreeIndex
No
Index of the control in the control's tree (When traversing control tree from root to bottom, from left to right)
ZIndex
Yes
Shows layer index for specific screen element. The higher the number, the higher the screen element is on the screen.
TabIndex
Yes
Defines the tab ordering on the screen.
ToolTip
Yes
Contains the tool tip for the specific field.
IsFrontEndOnly
No
Has control a back-end counter part
Yes
Standard enabled state for GUI control.
Basic Control IsEnabled
Disabled control cannot be edited or interacted with. And it's visual state changes. IsAvailable
No
Is control located on the top-most modal dialog
IsFocused
No
Is control focused
Visibility
Yes
Shows whether the field is visible or not.
Yes
Defines position on the screen.
Position and Size Left
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Top
Yes
Defines position on the screen.
Width
Yes
Defines width of the control
Height
Yes
Defines height of the control
MinWidth
Yes
Defines minimal width of the control (cannot shrink beneath it)
MinHeight
Yes
Defines minimal height of the control (cannot shrink beneath it)
Coordinates X1
Yes
Defines position at the screen (used for Line control)
X2
Yes
Defines position at the screen (used for L ine control)
Y1
Yes
Defines position at the screen (used for L ine control)
Y2
Yes
Defines position at the screen (used for L ine control)
Title Title
Yes
Title of screen element
TitleToolTip
Yes
Tool tip of title element
TitleIconId
Yes
Icon of the title element (e.g. TableView, GridView column can have title with icon)
TitleIconToolTip
Yes
Tooltip of the icon title element
RowIndex
No
Index of the row to which control belongs
ColumnIndex
No
Index of the column to which control belongs
ColumnId
No
Unique column identifier
RowCount
No
Number of rows
ColumnCount
No
Number of columns
Grid
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
FixedColumnCount
Yes
Number of fixed columns (TableView, GridView - columns that cannot be scrolled horizontally and are always visible)
FixedRowCount
Yes
Number of fixed rows (TableView, GridView rows that cannot be scrolled vert ically and are always visible)
RowSelectionType
No
Row selection type (None, Single, Multi)
ColumnSelectionType
No
Column selection type (None, Single, Multi)
CellSelectionType
No
Cell selection type (None, Single, Multi)
IsBoxSelectionMode
No
Indicates if Box selection mode is e nabled (Selection on cell causes whole row to be selected)
HasTitleBar
Yes
Show/ Hide Title bar
HasColumnHeader
Yes
Is column header visible (e.g. Some GridView's do not have column header )
HasRowHeader
Yes
Is row header visible (e.g. Some GridView's and TableView's do not have row selectors)
ShowHorzLines
Yes
Indication whether horizontal lines are shown
ShowVertLines
Yes
Indication whether vertical lines are shown
ResizableColumns
No
Is it possible to resize table columns
ResizableRows
No
Is it possible to resize table rows
IsCsvExportAllowed
Yes
Is table data export to CSV is possible (for GridView and TableView)
IsCachingAllowed
Yes
Is control caching is switched on for current control (GridView, TableView, TabControl)
IsCachingEnabled
No
Is control caching enabled (can be temporary disabled when control cache cannot be updated)
IsCachable
Yes
Is specified control should be included in the parent control's cache (used for TabControl to disable caching for specified TabItems)
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Miscellaneous OrderNumber
Yes
Used to calculate rendering sequence for control children. E.g. OrderNumber can be used to change order of the toolbar children or TableView,GridView columns
Text
Yes
Text associated with the control
TextToolTip
Yes
ToolTip that is shown on the Text associated with the control
IsReadOnly
Yes
Is control editable
AlignmentRight
Yes
Is control Right aligned (content alignment)
MaxLength
No
Maximum text length used for TextBox control
IsOutputField
No
Is TextBox an output field (not editable, without border)
IconRight
Yes
Defines the position of the icon relative to the text
IconId
Yes
Defines the icon shown in buttons. Ids defined in transaction ICON
OnIconId
Yes
Defines icon id that is used when mouse is over the button
IconToolTip
Yes
Tooltip for the icon associated with the control (control can have different tooltips for icon and for text)
ProportionalFont
Yes
Is font proportional (as opposed to monospaced)
FontFamily
Yes
Font family name that is used for the control
FontSize
Yes
Size of the font
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
FontWeight
Yes
Silverlight font weight (enum Normal,Bold)
FontStyle
Yes
Silverlight font style (enum Normal,Italic)
TextDecoration
Yes
Silverlight text decoration (enum None,Underline)
TextAlignment
Yes
Alignment of the text (Left,Right,Center,Justify)
IsFlushing
No
Does user action on the control causes refresh (in the back-end) of the whole scree n. E.g. If check action on the check box or select item action on the combo box
IsSelected
Yes
Is control selected (e.g. GridViewRow, TableTreeViewNode)
IsSelectable
No
Is it possible to select the control
ValueSet
No
Technical object that contains collection of key value pairs and some other information for ComboBox
ValueSetDelta
No
Technical object that contains information about changes made to ValueSet object. Created when ComboBox items are edited using Editor
RadioGroupId
No
Radio button group id. Radio buttons with equal group ids are considered of the same group.
Url
No
Resource URL (Image content, HTML page)
Stretch
Yes
Indicates how image should be stretched (None,Fill,Uniform,UniformToFill)
IsHighlighted
Yes
Indicates whether text of the Label or TextBox control is highlighted. (e.g. Control can be highlighted when invalid data was entered)
IsChecked
Yes
Indicates whether control is checked (CheckBox,RadioButton)
IsClickable
SAP Screen Personas Users Guide
No
Does control support back-end click action
SAP Screen Personas User Guide
IsCurrent
Yes
Indicates whether specified control from the collection is currently selected (GridView,TableView cell)
IsHotspot
No
Specifies whether label should work as link (underlined and clickable)
Deleted
No
Technical information for Personas client. Is control deleted.
IsConfigurable
No
Does TableView supports Config button
IsContextMenuAvailable
No
Indicates whether control has a context menu
IsFixedSize
No
Indicates whether scrollable container has fixed size (defined by Width and Height properties)
Value
No
Additional string value associated with a control. E.g. For HTML viewer it is URL.
RowSpan
No
Table cell row span
ColumnSpan
No
Table cell column span
Id
No
Id of the control
FieldId
No
Id of the input field
IsMinimized
Yes
Is Sticky Note control in minimized state
Name
No
Name of the control
NwbcSidePanelID
Yes
If using Nwbc you can use the side panel ID to send some information from personas
Formatting BackImage
Yes
Defines URL of the background image of the container
BackImageXAlignment
Yes
Describes how background image is aligned horizontally in a container
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
BackImageYAlignment
Yes
Describes how background image is aligned vertically in a container
BackImageStretch
Yes
Describes how background image is resized to fill its allocated space
BackColor
Yes
Defines background color of a control.
ForeColor
Yes
Defines foreground color of a control (text color).
BorderColor
Yes
Defines border color of a control.
ConditionalRules
Yes
Defines conditional rules object for a control. Technical information should not be editable. Is set by editor when rules are created for a control.
Tree TreeElementStyleInfo
Yes
"Defines style of a tree element (Node,Item). SAP ABAP style. public enum TreeElementStyle { Inherited = 0, Default = 1, Intensified = 2, Inactive = 3, IntensifiedCritical = 4, EmphasizedNegative = 5, EmphasizedPositive = 6, Emphasized = 7, ColumnHeading = 8, ColumnKey = 9,
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
ColumnGroup = 10, }" TreeElementAlignment
No
Defines alignment of the tree element (Node, Item). Left, Right, Center, Auto
Scroll VertScrollPosition
No
Defines position of the vertical scroll bar
VertScrollSize
No
Defines vertical scroll bar size
VertScrollExtent
No
Defines visible extent of the vertical scroll bar
HorzScrollPosition
No
Defines position of the horizontal scroll bar
HorzScrollSize
No
Defines horizontal scroll bar size
HorzScrollExtent
No
Defines visible extent of the horizontal scroll bar
Screen ScreenProgram
No
ABAP program name
ScreenNumber
No
ABAP screen number
VKey
No
Virtual key code
Accelerator
No
Item accelerator character
IsNumeric
Yes
Is associated text is of numeric type
IsRecommended
Yes
Indicates whether input field should display
Main Menu
Validation
recommended input icon IsRequired
Yes
Indicates whether user input is required for specified field. It is not possible to leave a current screen if at least on required field is not entered
Tabstrip TabRows
SAP Screen Personas Users Guide
No
Number of TabControl tab item header rows
SAP Screen Personas User Guide
Font IsBold
Yes
Indicates whether associated text has Bold style
IsUnderlined
Yes
Indicates whether associated text has Underlined style
IsItalic
Yes
Indicates whether associated text has Italic style
Alignments HorizontalAlignment
Yes
Indicates where an element should be displayed on the horizontal axis relative to the allocated layout slot of the parent element (Left, Center, Right, Stretch).
VerticalAlignment
Yes
Describes how a child element is ver tically positioned or stretched within a parent's layout slot (Top, Center, Bottom, Stretch).
IsLookupSupported
No
Indicates whether input field supports value lookup feature (F4,Lookup Popup)
IsLocalHistoryEnabled
Yes
Indicates whether input field local history is enabled (Previously entered values can be accessed using UP,DOWN arrow keys)
MaxNumberOfHistoryEntries
Yes
Defines maximal number of input field local history entries that are stored in local storage
ToggleButton IsUncheckSupported
No
Condition to check whether uncheck state is supported for toggle button
Toolbars HasStaticMenu
No
Has toolbar button a static context menu (Do not required back-end request to get it)
TextEditor WordWrapModeInfo
No
Defines word wrap mode (NoWrap, Wrap, WrapAtPosition)
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
WordWrapPosition
Yes
Character position at which word wrap is performed. Only relevant in WrapAtPosition word wrap mode.
ScrollPos
No
Editor's scroll position. Not used.
Modified
No
Is editor's content modified
SelectionStartLine
No
Index of the top-most line of the selection
SelectionStartColumn
No
Index of the left-most character in the first selection line
SelectionEndLine
No
Index of the bottom-most line of the selection
SelectionEndColumn
No
Index of the right-most character in the last selection line
ToolbarVisible
No
Indicates whether toolbar visible
StatusBarVisible
No
Indicates whether status bar visible
StatusBarText
No
Text that is displayed in the status bar
Has3DBorder
Yes
Control has a 3D border
Headers
No
Field for information only
IsImageVisible
No
Is image is visible
AltText
Yes
Defines alternative tooltip for the Image
HtmlControl
ImageControl
control. Alternative tooltip is used when there is no tooltip from back-end.
Calendar BeginYear
No
First year of the calendar
EndYear
No
Last year of the calendar
Today
No
Today's date
FirstVisibleDate
No
First date of the calendars visible range
LastVisibleDate
No
Last date of the calendars visible range
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
FirstSelectedDate
No
First selection date
LastSelectedDate
No
Last selection date
WeekFirstSelectableDay
No
First day that can be selected in the week
WeekLastSelectableDay
No
Last day that can be selected for the week
FocusedDate
No
Focused date
ShowDatePicker
No
Is date picker control visible
DatePickerDateFormat
No
Date format of the date picker control
DatePickerDate
No
Selected date in the date picker
DatePickerFocusField
No
Field for information only
ShowWeekNr
No
Is week number visible
Date
No
Calendar cell date string
FieldType
No
Search criteria input field type
MaxHitsField
No
Is this a max hits entry fields
ValueSizeLimit
No
Maximal length of input field text
HighValue
Yes
Defines low value (first operand) of the search
Search Control
condition LowValue
Yes
Defines high value (second operand) of the search condition
Sign
Yes
Defines sign of the condition
Operator
Yes
Defines operator of the search condition
Yes
Is ComboBox item keys should be visible (Each
ComboBox ShowKeys
ComboBox item consists of key value pair)
Scripting UserActions
Yes
Technical object that contains information about scripted actions that are assigned to specified control.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Referenced controls ControlReferences
Yes
Technical object that provides information about control references
PushOnEnter
Yes
Will execute a script defined by
PushOnClick
Yes
Will execute a script defined by
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3.8
Examples Example 1: Hiding Existing Fields In the edit mode of a flavor you own, select any of the controls and select the Hide selected control tool in the tool bar.
Example 2: Adding Tool Tips to Buttons ...
1.
In the edit mode of a flavor you own, select any of the controls to which you want to add a tool tip and choose Add or update tool tip. The Add / Update Tooltip screen appears.
2.
Enter the required tool tip text and choose Ok .
Example 3: Adding Launch Button ...
1.
In the edit mode of a flavor you own, choose Control Box > Launch Button. The Define Launch button properties window appears.
2.
Enter the title as “VA03 Transaction” a nd transaction code as “VA03” and click Ok .
3.
Select Control Box > Text Box . A new text box is generated which will be used for query parameter in W ebpage request.
4.
Select Control Box > Launch Button.
5.
Enter a valid webpage name in the Title field, for example, Bing.com.
6.
Select Webpage from the next dropdown and enter the valid URL for the webpage in the next field. For example, http://www.bing.com?q={1}+{3}
7.
Click the ‘+’ button.
8.
Select the newly created text box. The Define launch button properties window appears again with the Control I D of the button displayed in the Key 1 table.
9.
Click the + sign pointing to the Ok code control. The control ID appears in the table under Key 2.
10.
Click Ok . The launch button is generated.
11.
Select Control Box > Launch Button. The Define launch button properties window appears again.
12.
Enter “Menu Status” as Title, select “Menu Option” and “System/Status…” menu item fro m the list.
13.
Click Ok . The launch button is generated.
14.
Choose Save & Exit . When you navigate to the transaction screen with the above edited flavor, you can see the Launch button. On click of the Launch button, a new browser window of Bing.com opens on your screen.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Example 4: Changing Background Colors ...
1.
In the edit mode of a flavor you own, select a control that supports color change like buttons and text boxes.
2.
Choose the Color Palette tool from the tool bar. The color palette appears on your screen.
3.
You can perform the following actions: a. Add/modify the foreground color of the control. b. Add/modify the background color of the control. c. Add/modify border colors. d. Modify the alignment of the text and the icon of a control. You can reposition the text and the icon of a control by choosing the different options given here. e. Add/modify the label of the control.
4.
Choose Save & Exit .
Example 5: Uploading an Image to the Screen 1.
In the edit mode of a flavor you own, select the User Area control.
2.
Choose the Open control box option on the tool bar. The drop-down menu appears.
3.
Choose the Image option in the drop-down menu. The Define image properties window appears. This window gives you the option to modify the mode and the position of the image and also to select an image.
4.
Choose the required mode and position.
5.
You can select an already stored media file from the drop-down field or choose the Upload button to select another image.
6.
Choose Ok .
7.
Choose Save & Exit .
Example 6: Adding a Sticky Note 1.
In the edit mode of a flavor you own, select the option to Add a sticky note.
2.
The Define sticky note properties window appears.
3.
Enter a title for the note in the Title field.
4.
Enter a suitable text for the note in the Text field.
5.
Choose the option Collapsed if you want the note to appear collapsed on the screen.
6.
Choose Ok .
Example 7: Changing the Control Type 1.
In the edit mode of a flavor you own, select the transaction field. The Convert Control tool is enabled.
2.
Select the Radio Buttons or Dropdown List option from the drop-down list.
3.
Add the required value in the Control Conversion window and choose Ok . The new text field appears with radio buttons or a drop-down list as per y our selection.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
The mandatory text field cannot be hidden.
Example 8: Resizing the Controls 1.
In the edit mode of a flavor you own, select the required control.
2.
Use the horizontal, vertical, or the corner handlers of the selected control and drag it to resize the control.
Example 9: Adding Texts to Controls 1. In the edit mode of a flavor you own, select any of the controls to which you want to add text and double-click the control. A box to enter the text appears in the control. Enter the required text and choose Save & Exit . The control displays the text in the new flavor.
You can restore the default text value of a control by clicking the orange arrow in the top-right corner.
Example 10: Recording and Saving Actions 1.
Choose the required Personas system. The login screen for the selected system appears.
2.
Enter a valid username and pa ssword given by the Personas Administrator. The SAP Easy Access screen appears. This can vary according to the user configuration.
3.
Select the
icon to begin recording the actions.
The recording mode is enabled and a red border appears around the screen. 4.
Perform the steps required to record and click the
5.
Save the steps in the default text file format.
6.
Click the
icon again to stop recording.
in the right pane to open the Manage Flavors menu and choose Create a copy .
The Create a Private copy dialog box appears. 7.
Enter a name for the copy of flavor and choose Ok .
8.
In the edit mode of a flavor you own, choose a Script button from the Control Box tool. The Define Script Button properties window appears.
9.
Enter the title and click the
to upload the saved text file of the recording.
All the recorded steps are listed in the script window.
You can even specify a script in the Script window by clicking the script for the action. 10.
Choose Ok .
SAP Screen Personas Users Guide
icon and entering the required
SAP Screen Personas User Guide
Example 11: Linking a Textbox to a Button 1. 2. 3. 4.
In the edit mode of a flavor you own, add a textbox and a button. Refer to the steps given in Example 3. Select the textbox and click the ( Link ) icon from the tool bar. The Link textbox to button popup appears and the value of the textbox appears in the textbox field. Click the arrow icon in the Button field and select the button you have a dded to the flavor. The value of the button is populated in the Button field of the Link textbox to button pop-up. Click the Link button. The textbox is now linked to the button.
Example 12: Assigning Hot Key 1. 2. 3.
In the edit mode of a flavor you own, add a Launch or Script button. In the Define Launch button properties popup, assign a hot key for the button. Click the OK button to save the changes.
Example 13: Adding Icons 1. 2. 3. 4. 5.
In the edit mode of a flavor you own, add a Launch or Script button. In the Define Launch button properties popup, click the Add Icon button. The Define button properties popup appears displaying the Icon Gallery. Select an icon and the technical name of the icon will be populated in the Icon field. Alternatively, you can even upload an icon from other folders and assign it to the button. Give a name and suitable description for this icon Click the OK button to save the changes. The button will now display the changed icon.
For a more detailed example of how to create a flavor for example VA01 see Appendix
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
4
Scripting Scripting is a powerful tool that allows you to do various actions like skipping screens, pre-fill transaction, execute WEBRFC and Javascripts.
Figure 3: Scripting Example
1: In the first entry box you will enter the Properties ID of the object you will be manipulating in the script
Value Enter Value Set Current Date
Description Use “Enter Value” to assign a specific value to a field on the screen. Fill the selected text field with the current date. To define the format, fill the value field with format string. Ex: MM/DD/YY etc. This duplicates the push action of a button. For example if in a script you are prefilling Push fields going to the next screen brining something back, you want the script to push the enter button go to screen #2 get value and push the back action. So you would use this to simulate a push. Focus Use this action to move the focus around the screen deliberately – this can be useful to ensure that a specific field or button is selected after the e xecution of a script. Check Use this action to mark a check-box as checked or a radio button as selected. Use uncheck to de-select a checked check-box. To deselect a radio button you will need to check a corresponding counterpart. Uncheck Use this action to remove the check indicator from a check-box. Please note that SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Copy Value
Paste Value
Copy Table
Refresh Screen
Press Enter
Press F Key
Click Double Click Right Click Refresh Html/Viewer Launch Website Comment Select Close Window Set Selection
Add to selection
radio buttons cannot be deselected –you will need to check a corresponding counterpart. Uses “Copy Value” to assign the value of a field to a variable you name. You can have multiple named variables and variables can be re-used and their values overwritten within the script. Use “Paste Value” assign the current value of a variable to a field on the screen. Elementary fields are just named while table and g rid cells are accessed using
/cell[,index of row st arting with the headers=0] Use this action to copy the content of a table into a temporary variable that is accessible in “Calculate in JavaScript” actions using args.[Column][Row]. Column 0 refers to the first named column of the table while Row 0 refers to the column headers. Refer to “Calculate in JavaScript” for more details on how to use this feature. Use this action to synchronize the state of the screen with the backend. By default all actions are sent to the backend and executed together. Refresh Screen gets an update from the backend and splits the execution. This needed for example to copy a value from a field that does not yet exist when the script execution starts. Use this action to emulate pressing enter on a screen or control. Depending on the specific use-case it might be required for a specific control to be focused. You can move the focus on the screen using the “Focus” action. In general F-keys are send to the session ses[0]. Use this action to emulate pressing Fkeys (F3 – back for example). Depending on the specific use-case it might be required for a specific control to be focused. You can move the focus on the screen using the “Focus” action. In general f -keys are send to the session ses [0]. Use this action to emulate a mouse click on a screen element. This works for example on labels or input fields. Use this action to emulate a double click action on any control . Please note that not all controls support a double click action. Use this action to emulate a right click action on any control to show a context menu if available. Use this action to refresh the content of a custom HTML control embedded in a screen. This can be used to update a control if referenced url parameter values have changed. This action triggers the opening of a webpage in a new tab. The url to use is passed as a parameter. Use this action to log a comment on a browser console. The “select” action is used to simulate the selection of a tab or a menu item . It emulates the click on a tab header or the click on a menu entry. Use the “close” action to close a popup window. It emulates clicking the close window icon of the popup. The action is usually executed on ses[0]/wnd[1]. Use “Set Selection” to control selected elements in a table. It emulates clicking on the left-most field in a table or a grid control. If set selection is used when an entry is already selected it will remove the previously made selection. To preserve the selection and add to is use “Add to Selection”. Emulate clicking on an entry in the leftmost column of a data table on an SAP Screen (selecting of a table row). The parameter passed reflects the row to be selected (the
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Clear selection Scroll Horizontally Scroll Vertically Change date
Add Condition Remove Conditions Calculate in javaScript
Call WebRFC
Update NWBC Side Panel
header corresponds to row 0). Please note that when scrolling a table the rows remain static while the data is moved betwee n the rows. Clear selection ensured that no entry in a table or grid is selected. Any existing selection will be removed. To add selections use “Set Selection” or “Add Selection”. Using “Scroll Horizontally” you can define the scroll position in a table. The action parameter refers to the column to scroll to. Using “Scroll Vertically” you can define the scroll position in a table. The action parameter refers to the absolute row to scroll to. Use this action to change the date of a calendar to any value even if it is currently not displayed. This action requires the parameter date which must be formatted th yyyymmdd e.g. 19820530 for May 30 , 1982. Use this action to add a new search condition to a search request. This action is only available for the SearchHelp Control (F4 Help). Use this action to clear all search conditions that are currently set. This action is only available for the SearchHelp control (F4 Help). Use this action for calculation or manipulation beyond the available actions. Variables created using the “Copy Value” action are accessible using the args.new variables can also be created following the same pattern. Example args.new=args.old+1; create or overwrite the existing variable args.new with a value calculated by adding 1 to the co ntent of the variable args.old. Use this action to pass values as url parameters to a url and parse a json response and pass its values into a set of corresponding variables which can be pasted into fields or manipulated using the “Calculate in JavaScript” action. Additional information on the expected format or how to use a web RFC are available at SCN Community. SAP Screen Personas sends the "key/value" pair of any textbox present in the screen to NWBC Side Panel by raising an EPCM event.
Things to keep in mind when doing a script: 1. When a script is recorded, it is always advised to be in basic view so that the recording would happen on top of standard SAP flow. This is because basic view is always a reference and behavior is exactly same as SAP GUI. 2. The scripted scenarios will behave exactly the way it is defined in scripts. For example, if one of the delivery date change (to future date) scenario is scripted to suppress pop up, this particular scenario will not show any pop up every time it is executed. Every other scenario is expected to behave in same way like in default view as long as scripts are written not to fail in other cases. 3. For Debug purposes it’s better to write small scripts and test them, then combine into one large script if needed .
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5 Administration Transaction The administration transaction is /PERSOS/ADMIN_UI. This transaction is used by the SAP Screen Personas Administrator (admin user) to manage the configuration and other system activities, in order to support the business users. Following are the functions of an a dmin user:
Create, edit, or remove user groups Assign flavors to users, systems, and user groups Create, change, or delete media files Maintain user roles Maintain shortlink to access the SAP Screen Personas application Trigger translation of the screen texts to any la nguage of your choice Transport groups and flavors to different systems
More Information General Actions Flavor Maintenance Media File Maintenance ShortLink Maintenance Transport Objects Group Management Group Maintenance Mass Group Maintenance User Management User Maintenance Mass User Maintenance Translation Prepare for Translation Delete Unused Translation For information on System Landscape Maintenance, please refer to the IMG documents in the system.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1 General Actions The admin user can perform general actions like the Maintenance of Flavors, Media File, and Shortlink.
Prerequisites The admin user must have SAP Screen Personas Administrator Transaction rights in order to perform these functions.
5.1.1
Flavor Maintenance
As an admin user, you can manage different flavors assigned to the SAP Screen Personas systems.
Process
You can: Assign/remove groups to which the flavors have been a ssigned Assign/remove users to whom the flavors have been a ssigned Assign/remove systems to which the flavors have been assigned Copy flavors to reuse
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Choose the Flavor Maintenance button in the left panel. Select the required flavor from the list of created flavors. Choose Change to view the flavor in edit mode. Choose Assign Choose Assign Group. Group . The Group ID screen appears. Enter the Group ID, Description, or Created By information and click ( Ok ). ). A list of groups appears. Select the required group to which you want to assign this flavor and click ( Ok ). ). This group is assigned with the selected flavor and all the users of this group will now be able to use this flavor. 14 Choose Save. Save.
To delete a Group: Select the required group from F4 Help or type a valid group n ame and choose Remove Group. Group. This will remove the group f rom the Groups section of the Flavor Maint enance screen. The users of this group will no longer be able to use this flavor.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.1.2 Assigning Users Procedure This option can be used to assign flavors to individual or selected users instead of assigning it to a whole group of users. 1 2 3 4 5 6 7 8 9 10 11 12 13
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the Flavor Maintenance button in the left panel. Select the required Flavor from the list of c reated Flavors. Click Change to view the Flavor in edit mode. Click Assign Click Assign User . The User Search Help screen appears. Enter User name or the First and Last name of the user and click ( Ok ). ). A list of available users appears. Select the required Users and choose ( Ok ). ). The selected users are added to this Users section. All these users will now be able to use the selected Flavor. 14 Choose Save
To remove a User: Select the required users from the Users section in th e Flavor Maintenance screen and choose Remove User. The removed users will no longer be able to use this flavor.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.1.3 Assigning Systems Systems Procedure This option can be used to assign flavors to specific SAP Screen Personas system. 1 2 3 4 5 6 7 8 9 10 11 12 13
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the Flavor Maintenance button in the left panel. Select the required flavor from the list of available flavors Click Change to view the flavor in edit mode. Click Assign Click Assign System. System. The System Config data screen appears. Enter the System ID, Client, or the title of the required Personas system and click ( Ok ). ). A list of available SAP Screen Personas systems appears. Select the required system and click ( Ok ). ). The selected system is added to the Systems section. All the users using this system will now b e able to use this flavor. 14 Click Save. Save.
To remove a System: Select the required system from the Systems section in the Flavor Maintenance screen and click Remove System. System. The users using this system will no longer be able to use this flavor.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.1.4 Sharing Flavors with a Group Procedure This option can be used to share flavors with a group of users. 1 2 3 4 5 6 7 8
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand the General Actions section on the left pane. Choose the Flavor Maintenance option. Select the required flavor from the list of available flavors using the F4 help. Click the (Share Flavor with group) icon.
Result This flavor will now be available in the Flavor Gallery of all the users of a particular Group. The users can pick this flavor from the Flavor Gallery and add it to their profile.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.2
Media File Maintenance
As an admin user, you can manage different media files that can be utilized by the business users of the SAP Screen Personas systems.
Prerequisites The admin user must have created the required images and stored them in the required location.
Process You can:
Create a new media file Change the media file Generate a media URL Make media file global Delete a media file
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.2.1
Creating Media Files
Procedure 1 2 3 4 5 6 7 8 9
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the Media File Maintenance button in the left panel. The Media File Maintenance screen appears. Enter a name for the media file and click ( Create). Select the required image file from the location wh ere the image is stored and click Open. Upon selecting the image, the media URL i s populated. The system uses this URL to display the image. The same URL is used internally by the system when the business user selects the image in the frontend of the Personas system. 10 Choose the Global option to make this a common image for all the users. 11 Click Save.
To delete a Media File: 1 2
Enter the name of the media file in the Media field and click the ( Display ) icon. The details of the media file are displayed. Click Delete.
The selected media file will be removed and will no longer be accessible to any of the users.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.3
Shortlink Maintenance
As an admin user, you ca n manage the ShortLink that is provided to the business users in order to access the required flavors directly.
Process You can:
Create Shortlinks Delete Shortlinks
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.3.1
Getting ShortLink
Procedure 1 2 3 4 5 6 7 8
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the ShortLink Maintenance button in the left panel. The ShortLink Maintenance screen appears. Enter the transaction code, system, and flavor in their respective fields. Click Get Short Link .
The link is generated. This link can be used by the admin user or the business user to directly access the flavor screen.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.3.2
Deleting Shortlinks
Procedure 1 2 3 4 5 6 7
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the ShortLink Maintenance button in the left panel. The ShortLink Maintenance screen appears. You can see that all the Shortlinks are listed in the Delete Shortlinks table. Select the ShortLink you want to delete and click the Remove ShortLink button.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.4
Transport Objects
As an admin user, you can manage the Groups, Flavors, and Media Files to be transported from one Personas system to another. This will help you to avoid recreating the same group in another Personas system.
Prerequisites The admin user must have Personas Administrator Transaction rights in order to perform these functions.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.4.1
Transporting Groups
Procedure 1 2 3 4 5 6 7 8 9 10
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the Transport Objects button in the left panel. The Transport Personas screen appears. Click Add Group and in the Group ID window, enter the title of a group and execute it. The group is added to the Groups section in the Transport Objects screen. Select the group and click Transport Group. In the Enter Transport Request window, provide an existing request number or create a new request by choosing Create Request . 11 Enter a suitable description for this request. 12 Click the Transport button. The group is transported to the required system along with the users and flavors attached to this group.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.4.2
Transporting Flavors
Procedure
1 2 3 4 5 6 7
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the Transport Objects option in the left panel. The Transport Personas screen appears. Click Add Flavor and in the Flavor ID and Description window, enter the name and transaction code of the required flavor and choose ( Ok ). 8 The flavor is added to the Flavors section in the Transport Objects screen. 9 Select the flavor and click Transport Flavor . 10 In the Enter Transport Request window, provide an existing request number or create a new request by choosing Create Request . 11 Enter a suitable description for this request. 12 Click the Transport button. The flavor is transported to the required system.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.1.4.3
Transporting Media Files
Procedure 1 2 3 4 5 6 7 8 9 10 11 12 13
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the Transport Objects option in the left panel. The Transport Personas screen appears. Click Add Media File in the Media Files section. In the Media File and D escription window, enter the name and transaction code of the required media file and choose ( Ok ) The media file is added to the Media File section in the Transport Objects screen. Select the Media File and click the Transport button. In the Enter Transport Request window, provide an existing request number or create a new request by choosing Create Request . Enter a suitable description for this request. Click the (Ok ) button.
The media file is transported to the required system and is ready to use for the Personas user.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.2 User Management The admin user can manage users and assign flavors, systems, and groups to them from this section.
5.2.1
User Maintenance
As an admin user, you ca n manage the business users assigned to different Personas systems.
Process You can:
Select users and assign them to appropriate groups View user details Manage groups Manage systems
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.2.1.1
Managing Groups
Procedure 1 2 3 4 5
6
7 8
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the User Maintenance button in the left panel. The User Maintenance screen appears. Enter the user name, group name, or role nam e and click User Details. The details of the user are populated in the Users section of the User Maint enance screen. Select the required user in the Users section and click Manage Groups. The Group Maintenance for User screen appears with a list of existing groups displayed in the Group Membership. Select the required group from the list or add a new group by click Add Group. The Group ID window appears where you can provide the title of the group and execute. The required group is displayed under the Group Membership section. Select the group and click ( Ok ). The user is now assigned to a group. Click Save.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.2.1.2
Managing Systems
Procedure 1 2 3 4 5
6
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the User Maintenance button in the left panel. The User Maintenance screen appears. Enter the user name, group name, or role nam e and click User Details. The details of the user are populated in the Users section of the User Maintenance screen. Select the required user in the Users section and click Manage Systems. The System Maintenance for User window appears with a list of available systems displayed in the System Access section. Select the required system and click ( Ok ). The system is now assigned to this user.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.2.1.3
Mass User Maintenance
As an admin user, you can assign SAP Screen Persona systems and roles to a group of users in the Mass User Maintenance Screen.
Process You can:
Assign systems to groups of users Assign roles to the users
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.2.1.3.1
Managing Users
Procedure 1
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed.
2
Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel.
3
Choose the Mass User Maintenance button in the left panel. The Mass User Maintenance screen appears.
4
Enter the user names by using the F4 help option
5
Enter the System Config IDs of the users using the F4 help option.
6
Choose the required Persona's Role for the selected users.
7
Click the Execute button to start assigning the roles and systems to the users.
Alternatively, you can even click the Execute in Background button. While the execution proceeds in the background, you can continue with other tasks. Once the process is complete, the users can view the assigned systems on their System Selection screen when they login to their SAP Screen Persona system.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.3 Group Management Under this section, the admin user can manage various groups of users. The admin user ca n assign systems to the group, assign users to a particular group, and even share flavors with users of a particular group.
Prerequisites The admin user must have SAP Screen Personas Administrator Transaction rights in order to perform these functions.
5.3.1
Group Maintenance
As an admin user, you can manage groups of business users for this application.
Process You can:
Create, change, or delete a group Assign permissions for different users based on their role and business needs Add/remove a user from a group Assign specific flavors to a group of users Remove flavors assigned to a group Copy group to reuse
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.3.1.1
Creating Groups
Procedure 1 2
3 4 5 6
7
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Choose the Group Maintenance button in the left panel. Enter the title of the new group in the Group field and choose the ( Create Group) icon. The Create Group screen appears. Enter a suitable description and choose the appropriate Personas system. Choose Create. The new group is created and the details can be viewed by entering the group name in the Group field and choosing the ( Display ) icon. Choose Save.
To delete a Group Select the required group from F4 Help or type a valid group name and choose Delete. This will delete the group.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.3.1.2 Assigning Flavors to a Group Procedure 1
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed.
2
Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel.
3 4 5 6 7
Choose the Group Maintenance button in the left panel. Select the required Group from the list of c reated groups. Choose Change to view the group in edit mode. Choose Assign Flavor. Enter the Flavor ID, transaction code, and description information and choose icon. A list of flavors with the transaction code and description is displayed. Select the required flavor and choose ( OK ). The flavor gets assigned to the group a nd all the users in this group will be able to use this flavor in their systems. Choose Save.
8
9
To remove a Flavor from a Group: Select the required flavor from the Flavors section in the Group Maintenance screen and choose Remove Flavor. This will remove the flavor from this group and none of the users belonging to this group will be able to use this flavor.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.3.1.3
Assigning Users to Groups
Procedure 1 2 3 4 5 6 7 8
9
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Click the Group Maintenance button in the left panel. Select the required group from the list of created groups. Click Change to view the group in edit mode. Choose Assign User . The User Search Help screen appears. Enter a user name or the first and last name of the user and click ( ok ). A list of available users appears. Select the required users and click ( ok ). The selected users are added to this group. All these users will now be able to use any of the flavors assigned to this group. Click Save.
To remove a user from a Group: Select the required users from the Users section in the G roup Maintenance screen and choose Remove User .
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.3.1.4
Copying Groups
Procedure 1 2 3 4 5 6 7
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_uiin the Transaction field. The admin screen is displayed with a ll the administrative activities listed in the left panel. Choose the Group Maintenance button in the left panel. Select the required group from the list of created groups. Click Copy . The Copy Group screen appears. Enter a suitable title and description and choose Create. A new copy of the group along with the flavors and users is created. Click Save.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.3.2
Mass Group Maintenance
As an admin user you can create groups based on PFCG (Profile Generated) roles.
Process You can:
Create mass groups of users with using PFCG roles Delete mass groups Import roles from excel
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.3.2.1
Creating Groups from PFCG Roles
Procedure 1 2 3 4 5 6 7
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand the Group Management button in the left panel. Select the Create Groups from PFCG Roles. The Mass Group Creation screen appears. Click the Add PFCG Roles icon. Select the required PFCG Roles and copy them. Click Create/Update button.
The selected PFCG Roles are added to the profile and all the users who have been assigned these roles are grouped together based on the parameters - system, client, and roles.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.4 Profile Wide Settings
As an admin user, you can manage the profile wide settings from this screen. You can: Change the control level settings Change the type specific settings Replace all the texts in a particular screen
Prerequisites The admin user must have SAP Screen Personas Administrator Transaction rights in order to perform these functions.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.4.1
Control Specific Profile Settings
As an admin user you can change the control specific profile settings from this screen.
Process This feature allows you to change the settings of a group of controls in a particular Persona system. You can: Change settings based on User Profile or Group Profile Change the properties of all the controls or selected controls Copy the settings of one user profile or group profile to a target profile Delete settings of all the controls or selected controls of a particular profile
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.4.1.1
Managing Control Specific Profile Settings Procedure To Display Control Specific Profile Settings 1 2 3 4 5 6
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select Control Specific Profile Settings option. Choose User or Group profile of which you want to change the control settings and press Enter . Select the required user/group using the F4 option and click the Display button. All the controls of the selected user or group will be populated in the Control Property Details table.
To Edit Control Specific Profile Settings 1 2 3 4 5 6
7 8 9
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select Control Specific Profile Settings option. Choose User or Group profile of which you want to change the control settings and press Enter . Select the required user/group using the F4 option and click the Edit button. All the controls of the selected user or group will be populated in the Control Property Details table. Select the required control and click the Set Properties button. The properties of the selected control are populated in the table below S et Properties button. Assign the required values for the properties in the Property Value column. Click Save to save the modifications. The user or the group of users will now be able to see the controls a ccording to the changed properties.
To Copy Control Specific Profile Settings 1 2 3 4 5 6 7 8 9
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select Control Specific Profile Settings option. Choose User or Group radio button and press Enter . Select the required profile. Click the Copy button. A popup appears on your screen asking for the target User or Group profile. Enter the target user or group profile. Click Copy to copy the properties of all the controls of the one user or group to the target user or group of users.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide To Delete Control Specific Profile Settings 1 2 3 4 5 6
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select Control Specific Profile Settings option. Choose User or Group profile of which you want to delete the control settings and press Enter . Select the required user/group using the F4 option and click the Delete button. The changed properties of all the controls of the selected user or group will be d eleted.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.4.2
Type Specific Profile Settings
The admin user can change the type specific profile settings from this screen. This feature allows the admin to change the type settings of all the controls in a particular Persona system.
Process This feature allows you to change the type settings of a group of controls in a particular Persona system. You can: Change type settings of all the controls or selected controls by selecting a U ser Profile or Group Profile Copy the type settings of the controls of one user profile or group profile to a target user or group profile Delete type settings of all the controls or selected controls of a particular profile
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.4.2.1
Managing Type Specific Settings Procedure To Display Type Specific Profile Settings 1 2 3 4 5 6
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select Type Specific Profile Settings option. Choose User or Group profile of which you want to change the control settings and press Enter . Select the required user/group using the F4 option and click the Display button. All the type settings of the controls of a selected user or group will be populated in the Control Property Details table.
To Edit Type Specific Profile Settings 1 2 3 4 5 6
7 8 9
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select Type Specific Profile Settings option. Choose User or Group profile of which you want to change the control settings and press Enter . Select the required user/group using the F4 option and click the Edit button. All the type settings of the controls of a selected user or group will be populated in the Control Property Details table. Select the required control and click the Set Properties button. The properties of the selected control are populated in the table below S et Properties button. Assign the required values for the properties in the Property Value column. Click Save to save the modifications. The user or the group of users will now be able to see the c ontrols according to the changed properties.
To Copy Type Specific Profile Settings 1
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. 2 Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. 3 Expand Profile Wide Settings in the left panel. 4 Select Type Specific Profile Settings option. 5 Choose the Group radio button and press Enter . 6 Select the required profile. 7 Choose the User radio button and press Enter . 8 Select the required profiles. 9 Click the Copy button. A popup appears on your screen asking for the target User or Group profile. 10 Enter the target user or group profile. 11 Click Copy to copy the properties of all the controls of one user or group to the target user or group of users.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide The user or the group of users will now be able to see the controls according to the changed properties.
To Delete Type Specific Profile Settings
1 2 3 4 5 6
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select Type Specific Profile Settings option. Choose User or Group profile of which you want to delete the control settings and press Enter. Select the required user/group using the F4 option and click the Delete button. The changed properties of all the controls of the selected user or group will be d eleted.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.4.3
Global Text Replacement
The admin user can change the text of all the controls or specific controls in a Personas s ystem from this screen.
Process
Change all or selected texts appearing on the screen of the Personas system Replace all or selected texts with customized texts
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.4.3.1
Replacing Global Texts
Procedure 1 2 3 4 5 6 7 8 9
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Profile Wide Settings in the left panel. Select the Global Text Replacement option under Profile Wide Settings. The Global Text Replacement screen appears. Select the User radio button and click Enter . Using the F4 help, select the required user profile of which you want to change the texts. In the Original Text column place the text you want to replace. In the Replacement Text column place the new text. Click the Save button in the tool bar. The original text will be replaced by the replacement text in the Personas system of the selected user or group profile.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.5
Translation
As an admin user, you can trigger the translation process of the texts in a Personas system. You can: Prepare for Translation Cleanup Redundant Translation
Prerequisites The admin user must have Personas Administrator Transaction rights in order to perform these functions.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.5.1
Preparing for Translation
Procedure 1 2 3 4 5 6
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction/persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Translation in the left panel. Select the Prepare for Translation option under Translation. Click the Add Flavor button and select the required flavor. The selected flavors are listed in the Prepare for Translation table. Click the Create OTR Objects button to trigger the Translation process. Once the process is triggered, the objects are sent to the respective Translation systems. After the completion of the translation, the objects will be sent back to the systems and the texts on the selected flavors will appear in the translated language.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5.5.2
Cleaning up Redundant Translation
Procedure 1 2 3 4 5 6
Log into an SAP system providing a valid user name and password. The SAP Easy Access screen is displayed. Enter the transaction /persos/admin_ui in the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. Expand Translation in the left panel. Select the Cleanup Redundant Translation option under Translation. Select the Text and the Alias. Click the Cleanup button. The selected texts will be restored back to its original language.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
6
Available Parameters in Personas
o
Corbu theme: index.html?theme=Corbu
o
Frameless: index.html?frameless=true (no header, footer, etc..)
o
Width and height: index.html?width=640&height=480 (opens personas with t he given size in pixel)
o
Specific backend language e.g German: index.html?sap-language=DE
o
System: index.html?sytem=
Transaction index.html?sytem=&~transaction= (only in combination with system)
Flavor index.html?sytem=&flavor= (only in combination with system)
o
Shortlink e.g. va03 on B9F with specific flavor: nwbc.html?link= (starts Personas with a specific system and flavor. Link needs to be created by an administrator.)
o
Logging: allows to get more information of what happens behind the themes e.g. debug index.html?log=debug
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
7 7.1
Personas HTML Version Getting Started with SAP Screen Personas HTML Personas Button
Figure 4: SAP Screen Personas HTML
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 5: Edit Options
After you opened the “Edit” mode of the transaction SME N (SAP Easy Access) switch between the f lavors that are already available.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 6: Personas HTML how to create a flavor
The following can be performed with SAP Screen Personas HTML version:
- Allows you to create new flavors Once you created the flavor you can do the following
Default flavor
Set as public
Rename
Duplicate
Delete
Share with Users
Change Theme Options
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
8
Appendix
8.1
Creating a new Flavor for Transaction: VA01 Will go through an example of how to create a new sales order flavor corresponding to the SAP GUI application screen(s). 1.
Enter the following to open the Create Sales Order transaction for creating your own flavor:
Transaction Code
VA01
2.
Choose the Flavor Menu icon in the upper right corner of the screen.
3.
Choose Create a copy .
Figure 7: Create a Flavor
4.
In the Dialog box Create a private copy enter the following information:
Field Name
Entry Value
Name
(for example, SAP Create SO)
5.
Choose OK .
6.
Choose Save.
Select the GUI elements that you want to Include or Exclude in the Flavor You can select those GUI elements that are not necessary for the business process for which you are creating a flavor. You can exclude these elements by hiding them. These GUI elements can include
Individual fields
Boxes or controls, including all elements that are contained in them
Individual buttons
SAP Screen Personas Users Guide
SAP Screen Personas User Guide Menu bars
Additionally you select those elements that you wish to include in the flavor, for example buttons from the menu- or application bar. Otherwise these individual elements would be hidden when the l arger element group to which they belong, for example menu bar, is hidden. You have to move all GUI elements you need for further processing to a save screen region. This is i mportant, if the GUI element is a part of a bigger GUI unity, which should be hidden in a later step. You have to process the following steps when you are in edit mode for the flavor.
If you are not in edit mode for the flavor, choose Flavor Menu Edit . 1.
Choose an element from the menu- or application bar which should not be hidden, for example Exit button.
2.
Place the element somewhere on the main apron of the screen using drag-and drop.
At this stage it is not important to place these selected elements precisely in their final intended position. It is important to have them selected and available for later positioning.
Figure 8: Save necessary GUI Elements 3.
Repeat steps 1 and 2 for all elements that have been selected to be available in the flavor. This applies to the following elements:
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Element Name
Position in SAP GUI screen
Exit button
Menu bar
Cancel button
Menu bar
Back button
Menu bar
Enter button
Menu bar
Order Type label
Screen
Sales Document Type input field
Screen
You hide unnecessary GUI elements as well as marking selected fields for exclusion fro m being hidden with the following steps when you are in edit mode f or the flavor.
If you are not in edit mode for the flavor, choose Flavor Menu Edit . 4.
To hide unnecessary GUI elements, select the element on the GUI.
5.
Choose the Hide selected controls option to hide the current selected element. The element and a ny content that is included in it disappear.
If you select a box to be hidden, all of the fields within the box will also be hidden. If you wish to include an individual field from the box in the flavor you need to specifically select it for inclusion as described in step 1 above.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
The Hide selected controls option is highlighted in Figure 9.
Figure 9: Hide Screen Elements 6.
Repeat step 3 and 4 for all elements that will be hidden in the flavor. This applies to the f ollowing elements:
Element Name Menu bar Application bar Organizational data
If required, you can mak e hidden elements visible or hide elements by clicking the Control visibility of hidden objects buttons on the upper right hand side (see Figure 10).
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 10: Hide/unhide Hidden Elements 7.
Choose Save. For your flavor, for example SAP Create SO, you have selected elements for exclusion and inclusion in the flavor. Currently you have not configured the final positioning of these fields or the a ppearance of the flavor. It is possible to enter values into an input field and use this value as predefined default when saving the flavor.
Now you can configure the flavor for the End User Consumption This configuration includes for example:
Adding a background picture
Adding a box
Positioning fields on the flavor screen
Positioning buttons on the flavor screen
Adding a logo to the flavor screen
1. To add a background picture, choose Open Color Palette button. 2. Choose Background tab. 3. Choose a picture from the Image Gallery , for example background_blue_04.png .
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 11: Add Background Picture
4. Move the picture to the back, to bring the other elements (buttons, fields, labels) to the front.
Figure 12: Move Backward
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
5. To add a button panel choose Open Control Box and select Image
Figure 13: Add an Image
6. Select an image, for example button_panel and set mode to stretch.
Figure 14: Select Image and Set Properties
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
7. Resize and position the button-panel at the screen 8. To set the position of the field Order Type, select it and move it via drag and drop to its final position 9. To change the text color, choose Open Color Palette button and set the color at Foreground tab. 10. Position the Sales Document Type input field 11. Double clicking the input field enables the field for entering a default value, for example “OR” 12. To set the configure appearances of the button double click the button 13. Enter a label text, for example Back 14. Position the button at the button-panel 15. Repeat steps 12 to 14 for all buttons
Figure 15: Design Button Appearances
16. Arrange the screen elements to your requirements 17. To add a logo (similar to an image), car ry out steps 5 to 7, selecting image bestrun. 18. Choose Save & Exit to save the flavor.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Now you have a flavor that is available for the business users.
Figure 16: New Sales Order Intial Screen
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
8.2
Assigning Flavor to Business User Example
To make the created flavors accessible to other users choose Share with others in the Manage Flavor menu. Here you can allow users o r even groups to see and access the created flavors.
Figure 17: Share Created Flavor
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 18:Set Flavor as Default
It is possible to set a flavor as default. In this case the flavor will be directly executed when the user enters the screen. To set a flavor as a default, choose Manage Flavor and then choose Set as default . To undo this step, select the Basic View and set it as default.
If a flavor is not set as default, the business user can execute it if they are assigned to it, but they must explicitly choose the flavor from the ribbon above the menu bar when they execute the transaction.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
8.3
Transporting Flavor Example
1. Log into the SAP backend system where SAP Screen Personas is applied. The SAP Easy Access screen is displayed.
2. Enter the transaction /n/persos/admin_ui in the Transaction field or from User Menu. The admin screen is displayed with all the administrative activities listed in the left panel.
Figure 19: Backend – Administration Transaction
3. Choose the Transport Objects option in section General Action of the left panel. The Transport Personas screen appears.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 20:Backend – Administration Screen
4. Choose Add Flavor. 5. In the Flavor ID and Description window, enter the name and t ransaction code of the required flavor. 6. Choose Ok . The flavor is added to the Flavors section in the Transport Objects screen.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 21: Backend – Search Flavor for Transport
7. Select the flavor. 8. Choose Transport Flavor .
Figure 22: Backend – Transport Flavor
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
9. In the Enter Transport Request window, provide an existing request number or create a new request by choosing Create Request . 10. Enter a suitable description for this request. 11. Choose the Transport button.
The flavor is transported to the required system.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
8.4
How to Videos The following videos are available on the SCN blog. How to go beyond the existing script actions How to fetch data from another screen How to embed IF conditions in scripts How to execute a transaction and display result How to access the selected row in a grid How to render flavors in Netweaver Business Client (NWBC) How to merge tabs How to get started How to access the selected row in a grid
SAP Screen Personas Webinars SAP Screen Personas – Personas – Overview SAP Screen Personas: Personalization without programming Enhance Usability with SAP Screen Personas Make SAP ERP Beautiful with SAP Screen Personas Streamline the Quote-to-Cash Process with SAP Screen Personas Enhance Usability with SAP Screen Personas
http://wiki.sdn.sap.com/wiki/display/Img/SAPScreenPersonas - SDN Link for Personas
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
8.7
Tips/Tricks The following list of examples of some of the things that users have done in Personas. Personas. This list is not exhaustive list.
Launching SAP Screen Personas Flavor with parameters from CRM7 1. Determine base URL and mode For a plain NetWeaver On-Premise system t he base URL is usually ://:/sap/bc/bsp/persos/mainapp/. i.e. https://lds.wdf.sap.corp:44311/sap/bc/bsp https://lds.wdf.sap.corp:44311/sap/bc/bsp/persos/mainapp/index.html. /persos/mainapp/index.html. This refers to the base URL UR L as . If you want to add parameter s to the base URL, remember that the base URL and the first parameter must be separated by a ? and further parameters from each other by a &, like ?&&. 2. Determine system, transaction and flavor There are different ways to specify t he system, transaction and flavor to be called: •?~transaction= The transaction is called with the user's default flavor. This works only when the user has exactly one system assigned! •?system=&~transaction= The transaction is called in the system identified by ID with the user's default flavor. The system ID can be taken from field SYSCONID of table /PERSOS/SYSCON. •?system=&flavor= The flavor identified by ID is called in the specified system. The flavor ID can be taken from field FLAVORID of table /P ERSOS/FLAVOR. •?link= •?link= The link identified by ID (specifying a flavor and a system) is called. The link ID can be created using the transaction tr ansaction /PERSOS/ADMIN_UI. When you just want to call a specific transaction and/or flavor without passing any parameters you are done now.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
3. Determine the parameters Let's take SU01D as an example:
Figure 23: Example of how to pass a parameter
Say you want to pass the user's ID ("I810477") as a parameter and have the user displayed ("Skip first screen"). Set the cursor to the field you want to supply with the parameter and hit F1, then press the hammer and wrench button for Technical Details:
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
Figure 24: How to find Screen Field Name
The name of the dynpro field can be specified as a parameter in the URL, i.e. ?~transaction=SU01D&SUID_ST_BNAME-BNAME=. To trigger a press of the glasses button to display the user data you need t he OK-Code of the button. In the SAPGui (it will not work in Screen Personas or WebGui!) press the button with the mouse and simultaneously hit the F1 key. Then re lease the mouse button and a popup will come up:
Figure 25:Function Code
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
The function code must be supplied as value for t he URL parameter ~okcode, so the URL will look like ?~transaction=SU01D&SUID_ST_BNAMEBNAME=&~okcode=SHOW. Or, as a "real" URL: https://ldcizns.wdf.sap.corp:44311/sap/bc/bsp/persos/mainapp/index.html?~transaction=S U01D&SUID_ST_BNAME-BNAME=BCUSER&~okcode=SHOW
WebRFC – simply calling an RFC from javascript http://scn.sap.com/community/netweaver-as/blog/2012/08/07/webrfc--simply-calling-anrfc-from-javascript
Summing up quantities in a column i. CopyTable
ID: control id of the table
Content: variable name e.g. table
ii. Calculate in JavaScript
ID: ses[0] (id is ignored)
Content: The JavaScript code e.g. see below a snippet that sums the content of the 6th column (starting counting with 0 )
iii. Paste Value
ID: control id of the field that should show the sum
Content: variable name that has been defined in your JavaScript snippet e.g. sum args.sum = 0; for (var i=1; i
**Dynpro screen only the visible rows of a table are known on the client-side, therefore, only their visible values are used. If you want to calculate something based on a full table, you need to cache it first.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
How to Link an image click to Button Action
H
Create a button that does the action you want it to (launch transaction, run script, etc.). You probably want to make this button invisible eventually, because the user will be clicking your image instead.
a. .
Add the image the user will click. . Find the ID of the button you want to call by selecting it and c licking the Properties in the top right. It is the string that starts with Personas/. Click the ID to copy it to the clipboard. You might have to accept a Silverlight prompt to allow access to your clipboard.
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
.
Now select the image and open its Properties. Scroll to the bottom and paste the ID of the button in the PushOnClick field.
.
Save and close. Now clicking the image will carry out the action associated with the button.
How execute a script on load screen
Get the technical ID of the script button
Select the user area [ ses[0]/wnd[0]/usrUSRAREA ] in there is property called 'onCreateHandler' , paste the id of script button to this field.
How to integrate SAP Screen Personas flavor into the SAP Portal http://scn.sap.com/community/gui/blog/2014/03/19/integrating-sap-screenpersonas-into-sap-portal
SAP Screen Personas Users Guide
SAP Screen Personas User Guide
8.8
Troubleshooting
8.8.1
Scripting Errors: Control not found
It is not very uncommon to see end user error saying ‘Control not found ’. This is usually thrown from Personas component due to failure in script. If the script was recorded for predefined set of user actions. The recorded script works very well as long as the sequence of user actions remains same. Whenever there is a change in the sequence, the scripts are not ready to handle the change and throw t his kind of error. Just to give an example, scripts created for one order type might fail at times when try with different order due to difference in user actions (example could be pop ups) for both of them. To overcome this problem, it is recommended to kee p in mind as many scenarios as possible and adjust your scripts not to fail in unforeseen conditions. You may have to use conditional scripting and also right conditions to achieve that. If all the scenarios are not possible to visualize at the time of scripting, it is recommend to cover them at least in testing so that no surprises for end user.
9
How to Open OSS message You have gone through all the steps and checked everything, but still having issue, open an OSS message. What all information I need to provide when creating OSS message? To decrease the turnaround time, it will be great if following information is provided when creating OSS message: a. Make sure you are on the latest patches and notes: See Parent Note: 1964257 b. Kernel Patch Level b. Provide two types of connections to your environment • •
HTTP - according to SAP Note 592085 R/3 - according to SAP Note 812732
c. All the connections should be tested with proper credentials provided d. Detail steps to re-create the issue e. Please attach the related log of the issue.
