SAP Screen Personas Users Guide
Upcoming SlideShare
Loading in...5
×
 

SAP Screen Personas Users Guide

on

  • 3,034 views

SAP Screen Personas Users Guide_v1.0

SAP Screen Personas Users Guide_v1.0

Statistics

Views

Total Views
3,034
Views on SlideShare
3,034
Embed Views
0

Actions

Likes
5
Downloads
322
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

SAP Screen Personas Users Guide SAP Screen Personas Users Guide Document Transcript

  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 SAP Screen Personas Users Guide v.1.0 2014-07-23
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Copyright © Copyright 2013 SAP AG. All rights reserved. SAP Library document classification: PUBLIC No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies (“SAP Group”) for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 field 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 characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAMPLE TEXT Keys on the keyboard, for example, F2 or ENTER.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Contents 1. About This Document ............................................................................................................................... 7 1.1 Purpose and Scope.......................................................................................................................... 7 1.1.1 Prerequisites ................................................................................................................................ 7 1.1.2 Features ....................................................................................................................................... 7 1.1.3 Constraints ................................................................................................................................... 7 1.2 Target Audience............................................................................................................................... 7 1.3 Glossary ........................................................................................................................................... 8 1.4 Related Information.......................................................................................................................... 8 1.4.1 Further Useful Links ..................................................................................................................... 9 1.4.2 Related Master Guides ................................................................................................................ 9 1.4.3 Important SAP Notes ................................................................................................................... 9 1.4.4 SAP Screen Personas Documentation Guide ........................................................................... 10 1.4.1 Useful Links................................................................................................................................ 11 2 Personas Application Initialization .......................................................................................................... 12 3 Flavors .................................................................................................................................................... 13 3.1 Flavor Creating process ................................................................................................................. 16 3.2 Creating Flavors............................................................................................................................. 16 3.3 Setting as Default........................................................................................................................... 18 3.4 Sharing Flavors .............................................................................................................................. 19 3.5 Removing from Profile.................................................................................................................... 20 3.6 Editing a Flavor .............................................................................................................................. 21 3.7 Editable Functions.......................................................................................................................... 22 3.8 Examples........................................................................................................................................ 38 4 Scripting .................................................................................................................................................. 42 5 Administration Transaction ..................................................................................................................... 45 5.1 General Actions.............................................................................................................................. 46 5.1.1 Flavor Maintenance.................................................................................................................... 46
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.1.2 Media File Maintenance ............................................................................................................. 51 5.1.3 Shortlink Maintenance................................................................................................................ 53 5.1.4 Transport Objects....................................................................................................................... 56 5.2 User Management.......................................................................................................................... 60 5.2.1 User Maintenance ...................................................................................................................... 60 5.3 Group Management ....................................................................................................................... 65 5.3.1 Group Maintenance.................................................................................................................... 65 5.3.2 Mass Group Maintenance .......................................................................................................... 70 5.4 Profile Wide Settings...................................................................................................................... 72 5.4.1 Control Specific Profile Settings................................................................................................. 73 5.4.2 Type Specific Profile Settings .................................................................................................... 76 5.4.3 Global Text Replacement........................................................................................................... 79 5.5 Translation...................................................................................................................................... 81 5.5.1 Preparing for Translation............................................................................................................ 82 5.5.2 Cleaning up Redundant Translation .......................................................................................... 83 6 Available Parameters in Personas.......................................................................................................... 84 7 Personas HTML Version......................................................................................................................... 85 7.1 Getting Started with SAP Screen Personas HTML........................................................................ 85 8 Appendix ................................................................................................................................................. 88 8.1 Creating a new Flavor for Transaction: VA01 ................................................................................ 88 8.2 Assigning Flavor to Business User Example ................................................................................. 97 8.3 Transporting Flavor Example......................................................................................................... 99 8.4 How to Videos .............................................................................................................................. 103 8.5 SAP Screen Personas Webinars ................................................................................................. 104 8.6 Helpful Links on SCN ................................................................................................................... 104 8.7 Tips/Tricks.................................................................................................................................... 105 8.8 Troubleshooting ........................................................................................................................... 111 8.8.1 Scripting Errors: Control not found........................................................................................... 111
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 organization- specific SAP screen to suit their business needs. It gives business users and IT users the 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 pre- requisites. 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-effective way, without any programming  Align user interfaces to business user needs and personal work styles  Reduce screen clutter for business users, allowing them to access only the data they need to transact business  Add extra information to screens through labels, tooltips, and sticky notes  Add images, web content, or shortcut buttons that start transactions from the screen 1.1.3 Constraints This component supports solutions using SAP GUI screens and no other screens. 1.2 Target Audience This document is intended for the following target audiences:  ჀConsultants  ჀPartners  ჀCustomers
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 1.3 Glossary Term Definition SAP application An SAP software solution that serves a specific business area, for example,ERP, CRM, PLM, SRM, SCM Business Scenario 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 others) 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. Component The smallest individual unit considered within the Solution Development Lifecycle. Components are separately produced, delivered, installed and maintained. Flavor ‘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. User Business user who uses any SAP transaction with Personas personalization. Admin User A user who does and supports configuration and other system activities to support business users. 1.4 Related Information For more information about planning topics not covered in this guide, 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 Application help for SAP Screen Personas http://help.sap.com/personas SAP Service Market Place (SAP Screen Personas Installation and Upgrades) http://service.sap.com/ Sizing, calculation of hardware requirements - such as CPU, disk and memory resource - with the Quick Sizer tool http://service.sap.com/quicksizer Released platforms and technology-related topics such as maintenance strategies and language support http://service.sap.com/platforms To access the Platform Availability Matrix directly, enter http://service.sap.com/pam
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Network security http://service.sap.com/securityguide High Availability http://scn.sap.com/docs/DOC-7848 Performance http://service.sap.com/performance Information about Support Package Stacks, latest software versions and patch level requirements http://service.sap.com/sp-stacks Information about Unicode technology http://scn.sap.com/community/internationalization- and-unicode 1.4.1 Further Useful Links The following table lists further useful links on SAP Service Marketplace: Content Location on SAP Service Marketplace Information about creating error messages http://service.sap.com/message SAP Notes search http://service.sap.com/notes SAP Software Distribution Center (software download and ordering of software) http://service.sap.com/swdc SAP Online Knowledge Products (OKPs) – role- specific Learning Maps 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 Location Master Guide - SAP ERP 6.0 http://service.sap.com/instguides  SAP Business Suite Applications  SAP ERP  SAP ERP 6.0  Planning SAP NetWeaver http://service.sap.com/instguides  SAP NetWeaver  SAP NetWeaver 7.4  Planning 1.4.3 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-the- system-troubleshooting-faq SAP Note Number Title Description 1776739 Installation Note for SAP The note contains information about planning the
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Screen Personas 2.0 installation of upgrades of the ABAP add on PERSOS. https://service.sap.com/sap/support/notes/17767 39 1848339 Installation and Upgrade note for SAP Screen Personas (Silverlight) 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 1885334 Feature List for Silverlight Feature list for SAP Screen Personas Release 2.0 Silverlight https://service.sap.com/sap/support/notes/18853 34 1869640 Client copy of SAP Screen Personas delivered customizing After SAP Screen Personas installation, all the SAP delivered customizing is present in client 000. https://service.sap.com/sap/support/notes/18696 40 1.4.4 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 Audience 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. https://websmp106.sap -ag.de/instguides SAP basis team Master Guide 2.0_SP02 This Master Guide is the central starting point for the technical implementation of the SAP Screen Personas solution. You can find cross- scenario implementation information as well as scenario-specific information in this guide. https://websmp106.sap -ag.de/instguides SAP Screen Personas administrators , enterprise application team Users Guide The user guide is a central starting point for Personas. The documenting is regularly updated with new information. http://scn.sap.com/doc s/DOC-54574 Under: Technical Documentation Enterprise application team, key users, screen designers, business analysts SAP Screen Personas Optimization Guide The performance optimization guide describes the best practices that are relevant to Personas. The document is regularly updated with new information. http://scn.sap.com/doc s/DOC-54574 Under: Technical Enterprise application team, key
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Documentation users, screen designers, application developers SAP Screen Personas Configuration Addendum The addendum to the Configuration guide but with more details and screen shots. This document is regularly updated with new information. http://scn.sap.com/doc s/DOC-54574 Under: Technical Documentation Enterprise application team, key users, screen designers, application developers 1.4.1 Useful Links Name Purpose Location SAP Personas Application Help High level help that explains SAP Screen Personas Initialization, Flavors and Administration Transaction. http://help.sap.com/saphelp_personas200_silverli ght/helpdata/en/33/30f15101d9445ee10000000 a423f68/frameset.htm SAP Screen Persons – Getting Started on SCN A compilation of links that has demo videos, SAP Screen Personas Basic, Scripting and Technical Documentation. http://scn.sap.com/docs/DOC-54574 Myth vs. Truth Documentation Outlines the Truth and Myth of SAP Screen Personas http://www.sap.com/bin/sapcom/en_us/downl oadasset.2014-04-apr-29-17.sap-screen- personas-myths-versus-truth-about-usability- and-the-user-experience-pdf.bypassReg.html Fiori Design for SAP Screen Personas How to make personas look like Fiori http://experience.sap.com/fiori- guidelines/#FioriDesign
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 2 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 the 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 User Guide SAP Screen Personas Users Guide 7/2014 3 Flavors Definition ‘Flavor’ in SAP Screen Personas identifies a specific personalization for a particular SAP 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 listed 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 Profile, Create a copy, and Edit are displayed.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 through 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 User Guide SAP Screen Personas Users Guide 7/2014  Editing a Flavor  Editable Functions
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 3.1 Flavor Creating process The steps for creating a SAP Screen Personas Flavor on an abstract 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 password for the selected system. The SAP Easy Access screen appears. This can vary according to the user configuration.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 are accessing a screen with SAP Screen Personas, no 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 choose Save & Exit. Result The new flavor is saved as a new tab in the Flavor Bar. You can even see the new flavor listed in the Flavor Gallery. You can switch between the basic view and the new flavor.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 ... 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 User Guide SAP Screen Personas Users Guide 7/2014 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 Personas 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 flavor 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 3.6 Editing a Flavor Use You can edit a flavor only if you are 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 the modified flavor.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 you are the owner of the flavor and you are authorized to edit a flavor. 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 are the owner of the flavor or have the permission to edit flavors. Result The flavor is modified and saved. The transaction appears according to the modified flavor. The different tools available to edit a flavor are given in the following table: Editing Tools Icons 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 7/2014 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 SAP Screen Personas Users Guide 7/2014 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 the 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 User Guide SAP Screen Personas Users Guide 7/2014 Add a text box Ctrl+Alt+N , Ctrl+Alt+6 Convert back to original control type Ctrl+Alt+T , Ctrl+Alt+B 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 User Guide SAP Screen Personas Users Guide 7/2014 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 Basic Control IsEnabled Yes Standard enabled state for GUI control. 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. Position and Size Left Yes Defines position on the screen.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 Line control) Y1 Yes Defines position at the screen (used for Line control) Y2 Yes Defines position at the screen (used for Line 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 Grid 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
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 vertically 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 enabled (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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 screen. 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 No Does control support back-end click action
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 Main Menu VKey No Virtual key code Accelerator No Item accelerator character Validation IsNumeric Yes Is associated text is of numeric type IsRecommended Yes Indicates whether input field should display 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 No Number of TabControl tab item header rows
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 vertically 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 User Guide SAP Screen Personas Users Guide 7/2014 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 HtmlControl Has3DBorder Yes Control has a 3D border Headers No Field for information only ImageControl IsImageVisible No Is image is visible AltText Yes Defines alternative tooltip for the Image 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 User Guide SAP Screen Personas Users Guide 7/2014 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 Search Control 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 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 ComboBox ShowKeys Yes Is ComboBox item keys should be visible (Each 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 User Guide SAP Screen Personas Users Guide 7/2014 Referenced controls ControlReferences Yes Technical object that provides information about control references PushOnEnter Yes Will execute a script defined by <Control-Id> PushOnClick Yes Will execute a script defined by <Control-Id>
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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” and 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 Webpage 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 ID 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 from 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 User Guide SAP Screen Personas Users Guide 7/2014 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 your selection.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 password 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 icon again to stop recording. 5. Save the steps in the default text file format. 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. 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 icon and entering the required script for the action. 10. Choose Ok.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Example 11: Linking a Textbox to a Button 1. In the edit mode of a flavor you own, add a textbox and a button. Refer to the steps given in Example 3. 2. 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. 3. Click the arrow icon in the Button field and select the button you have added to the flavor. The value of the button is populated in the Button field of the Link textbox to button pop-up. 4. Click the Link button. The textbox is now linked to the button. Example 12: Assigning Hot Key 1. In the edit mode of a flavor you own, add a Launch or Script button. 2. In the Define Launch button properties popup, assign a hot key for the button. 3. Click the OK button to save the changes. Example 13: Adding Icons 1. In the edit mode of a flavor you own, add a Launch or Script button. 2. In the Define Launch button properties popup, click the Add Icon button. The Define button properties popup appears displaying the Icon Gallery. 3. 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. 4. Give a name and suitable description for this icon 5. 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 User Guide SAP Screen Personas Users Guide 7/2014 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 Description Enter Value Use “Enter Value” to assign a specific value to a field on the screen. Set Current Date 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. Push This duplicates the push action of a button. For example if in a script you are prefilling 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 execution of a script. Check Use this action to mark a check-box as checked or a radio button as selected. Use un- check 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 User Guide SAP Screen Personas Users Guide 7/2014 radio buttons cannot be deselected –you will need to check a corresponding counterpart. Copy Value 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. Paste Value Use “Paste Value” assign the current value of a variable to a field on the screen. Elementary fields are just named while table and grid cells are accessed using <table/grid control id.colTABLECOLUMN|,number of table column starting with 0 counting from the first named column>/cell[,index of row starting with the headers=0] Copy Table Use this action to copy the content of a table into a temporary variable that is accessible in “Calculate in JavaScript” actions using args.<varname>[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. Refresh Screen 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. Press Enter 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]. Press F Key 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]. Click Use this action to emulate a mouse click on a screen element. This works for example on labels or input fields. Double Click Use this action to emulate a double click action on any control . Please note that not all controls support a double click action. Right Click Use this action to emulate a right click action on any control to show a context menu if available. Refresh Html/Viewer 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. Launch Website This action triggers the opening of a webpage in a new tab. The url to use is passed as a parameter. Comment Use this action to log a comment on a browser console. Select 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. Close Window 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]. Set Selection 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”. 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 User Guide SAP Screen Personas Users Guide 7/2014 header corresponds to row 0). Please note that when scrolling a table the rows remain static while the data is moved between the rows. Clear selection 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”. Scroll Horizontally Using “Scroll Horizontally” you can define the scroll position in a table. The action parameter refers to the column to scroll to. Scroll Vertically Using “Scroll Vertically” you can define the scroll position in a table. The action parameter refers to the absolute row to scroll to. Change date 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 yyyymmdd e.g. 19820530 for May 30th , 1982. Add Condition Use this action to add a new search condition to a search request. This action is only available for the SearchHelp Control (F4 Help). Remove Conditions Use this action to clear all search conditions that are currently set. This action is only available for the SearchHelp control (F4 Help). Calculate in javaScript Use this action for calculation or manipulation beyond the available actions. Variables created using the “Copy Value” action are accessible using the args.<variablename>- 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 content of the variable args.old. Call WebRFC 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. Update NWBC Side Panel 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 User Guide SAP Screen Personas Users Guide 7/2014 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 admin 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 language 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 User Guide SAP Screen Personas Users Guide 7/2014 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 assigned  Assign/remove users to whom the flavors have been assigned  Assign/remove systems to which the flavors have been assigned  Copy flavors to reuse  Share Flavors with groups
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.1.1.1 Assigning Groups Procedure 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Choose the Flavor Maintenance button in the left panel. 6 Select the required flavor from the list of created flavors. 7 Choose Change to view the flavor in edit mode. 8 Choose Assign Group. 9 The Group ID screen appears. 10 Enter the Group ID, Description, or Created By information and click (Ok). 11 A list of groups appears. 12 Select the required group to which you want to assign this flavor and click (Ok). 13 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. To delete a Group: Select the required group from F4 Help or type a valid group name and choose Remove Group. This will remove the group from the Groups section of the Flavor Maintenance screen. The users of this group will no longer be able to use this flavor.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the Flavor Maintenance button in the left panel. 6 Select the required Flavor from the list of created Flavors. 7 Click Change to view the Flavor in edit mode. 8 Click Assign User. 9 The User Search Help screen appears. 10 Enter User name or the First and Last name of the user and click (Ok). 11 A list of available users appears. 12 Select the required Users and choose (Ok). 13 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 the Flavor Maintenance screen and choose Remove User. The removed users will no longer be able to use this flavor.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.1.1.3 Assigning Systems Procedure This option can be used to assign flavors to specific SAP Screen Personas system. 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the Flavor Maintenance button in the left panel. 6 Select the required flavor from the list of available flavors 7 Click Change to view the flavor in edit mode. 8 Click Assign System. 9 The System Config data screen appears. 10 Enter the System ID, Client, or the title of the required Personas system and click (Ok). 11 A list of available SAP Screen Personas systems appears. 12 Select the required system and click (Ok). 13 The selected system is added to the Systems section. All the users using this system will now be able to use this flavor. 14 Click Save. To remove a System: Select the required system from the Systems section in the Flavor Maintenance screen and click Remove System. The users using this system will no longer be able to use this flavor.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.1.1.4 Sharing Flavors with a Group Procedure This option can be used to share flavors with a group of users. 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction/persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Expand the General Actions section on the left pane. 6 Choose the Flavor Maintenance option. 7 Select the required flavor from the list of available flavors using the F4 help. 8 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 5.1.2.1 Creating Media Files Procedure 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the Media File Maintenance button in the left panel. 6 The Media File Maintenance screen appears. 7 Enter a name for the media file and click (Create). 8 Select the required image file from the location where the image is stored and click Open. 9 Upon selecting the image, the media URL is 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 front- end 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 Enter the name of the media file in the Media field and click the (Display) icon. The details of the media file are displayed. 2 Click Delete. The selected media file will be removed and will no longer be accessible to any of the users.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.1.3 Shortlink Maintenance As an admin user, you can 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 User Guide SAP Screen Personas Users Guide 7/2014 5.1.3.1 Getting ShortLink Procedure 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the ShortLink Maintenance button in the left panel. 6 The ShortLink Maintenance screen appears. 7 Enter the transaction code, system, and flavor in their respective fields. 8 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 User Guide SAP Screen Personas Users Guide 7/2014 5.1.3.2 Deleting Shortlinks Procedure 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction/persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the ShortLink Maintenance button in the left panel. 6 The ShortLink Maintenance screen appears. You can see that all the Shortlinks are listed in the Delete Shortlinks table. 7 Select the ShortLink you want to delete and click the Remove ShortLink button.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 5.1.4.1 Transporting Groups Procedure 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the Transport Objects button in the left panel. 6 The Transport Personas screen appears. 7 Click Add Group and in the Group ID window, enter the title of a group and execute it. 8 The group is added to the Groups section in the Transport Objects screen. 9 Select the group and click Transport Group. 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 group is transported to the required system along with the users and flavors attached to this group.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.1.4.2 Transporting Flavors Procedure 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the Transport Objects option in the left panel. 6 The Transport Personas screen appears. 7 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 User Guide SAP Screen Personas Users Guide 7/2014 5.1.4.3 Transporting Media Files Procedure 1 Log into an SAP system providing a valid user name and password. 2 The SAP Easy Access screen is displayed. 3 Enter the transaction /persos/admin_ui in the Transaction field. 4 The admin screen is displayed with all the administrative activities listed in the left panel. 5 Click the Transport Objects option in the left panel. 6 The Transport Personas screen appears. 7 Click Add Media File in the Media Files section. 8 In the Media File and Description window, enter the name and transaction code of the required media file and choose (Ok) 9 The media file is added to the Media File section in the Transport Objects screen. 10 Select the Media File and click the Transport button. 11 In the Enter Transport Request window, provide an existing request number or create a new request by choosing Create Request. 12 Enter a suitable description for this request. 13 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 User Guide SAP Screen Personas Users Guide 7/2014 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 can 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 User Guide SAP Screen Personas Users Guide 7/2014 5.2.1.1 Managing Groups 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 Click the User Maintenance button in the left panel. The User Maintenance screen appears. 4 Enter the user name, group name, or role name and click User Details. The details of the user are populated in the Users section of the User Maintenance screen. 5 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. 6 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. 7 Select the group and click (Ok). The user is now assigned to a group. 8 Click Save.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.2.1.2 Managing Systems 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 Click the User Maintenance button in the left panel. The User Maintenance screen appears. 4 Enter the user name, group name, or role name and click User Details. The details of the user are populated in the Users section of the User Maintenance screen. 5 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. 6 Select the required system and click (Ok). The system is now assigned to this user.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 5.3 Group Management Under this section, the admin user can manage various groups of users. The admin user can 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 User Guide SAP Screen Personas Users Guide 7/2014 5.3.1.1 Creating Groups 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 Group Maintenance button in the left panel. 4 Enter the title of the new group in the Group field and choose the (Create Group) icon. The Create Group screen appears. 5 Enter a suitable description and choose the appropriate Personas system. 6 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. 7 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 User Guide SAP Screen Personas Users Guide 7/2014 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 Choose the Group Maintenance button in the left panel. 4 Select the required Group from the list of created groups. 5 Choose Change to view the group in edit mode. 6 Choose Assign Flavor. 7 Enter the Flavor ID, transaction code, and description information and choose icon. A list of flavors with the transaction code and description is displayed. 8 Select the required flavor and choose (OK). The flavor gets assigned to the group and all the users in this group will be able to use this flavor in their systems. 9 Choose Save. 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 User Guide SAP Screen Personas Users Guide 7/2014 5.3.1.3 Assigning Users to Groups 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 Click the Group Maintenance button in the left panel. 4 Select the required group from the list of created groups. 5 Click Change to view the group in edit mode. 6 Choose Assign User. The User Search Help screen appears. 7 Enter a user name or the first and last name of the user and click (ok). A list of available users appears. 8 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. 9 Click Save. To remove a user from a Group: Select the required users from the Users section in the Group Maintenance screen and choose Remove User.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.3.1.4 Copying Groups 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_uiin the Transaction field. The admin screen is displayed with all the administrative activities listed in the left panel. 3 Choose the Group Maintenance button in the left panel. 4 Select the required group from the list of created groups. 5 Click Copy. The Copy Group screen appears. 6 Enter a suitable title and description and choose Create. A new copy of the group along with the flavors and users is created. 7 Click Save.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 5.3.2.1 Creating Groups from PFCG Roles 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 Expand the Group Management button in the left panel. 4 Select the Create Groups from PFCG Roles. The Mass Group Creation screen appears. 5 Click the Add PFCG Roles icon. 6 Select the required PFCG Roles and copy them. 7 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 5.4.1.1 Managing Control Specific Profile Settings Procedure To Display Control 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 Control Specific Profile Settings option. 5 Choose User or Group profile of which you want to change the control settings and press Enter. 6 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 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 Control Specific Profile Settings option. 5 Choose User or Group profile of which you want to change the control settings and press Enter. 6 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. 7 Select the required control and click the Set Properties button. The properties of the selected control are populated in the table below Set Properties button. 8 Assign the required values for the properties in the Property Value column. 9 Click Save to save the modifications. The user or the group of users will now be able to see the controls according to the changed properties. To Copy Control 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 Control Specific Profile Settings option. 5 Choose User or Group radio button and press Enter. 6 Select the required profile. 7 Click the Copy button. A popup appears on your screen asking for the target User or Group profile. 8 Enter the target user or group profile. 9 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 User Guide SAP Screen Personas Users Guide 7/2014 To Delete Control 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 Control Specific Profile Settings option. 5 Choose User or Group profile of which you want to delete the control settings and press Enter. 6 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 deleted.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User 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 User Guide SAP Screen Personas Users Guide 7/2014 5.4.2.1 Managing Type Specific Settings Procedure To Display 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 User or Group profile of which you want to change the control settings and press Enter. 6 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 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 User or Group profile of which you want to change the control settings and press Enter. 6 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. 7 Select the required control and click the Set Properties button. The properties of the selected control are populated in the table below Set Properties button. 8 Assign the required values for the properties in the Property Value column. 9 Click Save to save the modifications. The user or the group of users will now be able to see the controls 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 User Guide SAP Screen Personas Users Guide 7/2014 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 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 User or Group profile of which you want to delete the control settings and press Enter. 6 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 deleted.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 5.4.3 Global Text Replacement The admin user can change the text of all the controls or specific controls in a Personas system 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 User Guide SAP Screen Personas Users Guide 7/2014 5.4.3.1 Replacing Global Texts 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 Expand Profile Wide Settings in the left panel. 4 Select the Global Text Replacement option under Profile Wide Settings. The Global Text Replacement screen appears. 5 Select the User radio button and click Enter. 6 Using the F4 help, select the required user profile of which you want to change the texts. 7 In the Original Text column place the text you want to replace. 8 In the Replacement Text column place the new text. 9 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 5.5.1 Preparing for Translation 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 Expand Translation in the left panel. 4 Select the Prepare for Translation option under Translation. 5 Click the Add Flavor button and select the required flavor. The selected flavors are listed in the Prepare for Translation table. 6 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 User Guide SAP Screen Personas Users Guide 7/2014 5.5.2 Cleaning up Redundant Translation 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 Expand Translation in the left panel. 4 Select the Cleanup Redundant Translation option under Translation. 5 Select the Text and the Alias. 6 Click the Cleanup button. The selected texts will be restored back to its original language.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 the given size in pixel) o Specific backend language e.g German: index.html?sap-language=DE o System: index.html?sytem=<systemconfigid>  Transaction index.html?sytem=<systemconfigid>&~transaction=<tcode> (only in combination with system)  Flavor index.html?sytem=<systemconfigid>&flavor=<flavorid> (only in combination with system) o Shortlink e.g. va03 on B9F with specific flavor: nwbc.html?link=<linkid> (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 User Guide SAP Screen Personas Users Guide 7/2014 7 Personas HTML Version 7.1 Getting Started with SAP Screen Personas HTML Personas Button Figure 4: SAP Screen Personas HTML
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 After you opened the “Edit” mode of the transaction SMEN (SAP Easy Access) switch between the flavors that are already available. Figure 5: Edit Options
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 Figure 6: Personas HTML how to create a flavor
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 <your flavor 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 User Guide SAP Screen Personas Users Guide 7/2014  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 larger 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 important, 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 User Guide SAP Screen Personas Users Guide 7/2014 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 from being hidden with 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 . 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 any 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 User Guide SAP Screen Personas Users Guide 7/2014 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 following elements: Element Name Menu bar Application bar Organizational data If required, you can make 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 User Guide SAP Screen Personas Users Guide 7/2014 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 appearance 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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), carry out steps 5 to 7, selecting image bestrun. 18. Choose Save & Exit to save the flavor.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Now you have a flavor that is available for the business users. Figure 16: New Sales Order Intial Screen
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 or even groups to see and access the created flavors. Figure 17: Share Created Flavor
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 Figure 20:Backend – Administration Screen 4. Choose Add Flavor. 5. In the Flavor ID and Description window, enter the name and transaction code of the required flavor. 6. Choose Ok. The flavor is added to the Flavors section in the Transport Objects screen.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 Figure 21: Backend – Search Flavor for Transport 7. Select the flavor. 8. Choose Transport Flavor. Figure 22: Backend – Transport Flavor
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 8.4 How to Videos The following videos are available on the SCN blog. How to go beyond the existing script actions http://scn.sap.com/docs/DOC-39435 How to fetch data from another screen http://scn.sap.com/docs/DOC-35492 How to embed IF conditions in scripts http://scn.sap.com/docs/DOC-35565 How to execute a transaction and display result http://scn.sap.com/docs/DOC-39179 How to access the selected row in a grid http://scn.sap.com/docs/DOC-40457 How to render flavors in Netweaver Business Client (NWBC) http://scn.sap.com/docs/DOC-40891 How to merge tabs http://scn.sap.com/docs/DOC-35479 How to get started http://scn.sap.com/docs/DOC-40940 How to access the selected row in a grid http://scn.sap.com/docs/DOC-40457
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 8.5 SAP Screen Personas Webinars SAP Screen Personas – Overview www.sap.com/about- sap/events/search/overview/index.epx?EventID=9384 SAP Screen Personas: Personalization without programming www.sap.com/community/showdetail.epx?ItemID=24413 Enhance Usability with SAP Screen Personas www.sap.com/community/showdetail.epx?ItemID=24436 Make SAP ERP Beautiful with SAP Screen Personas www.sap.com/community/showdetail.epx?ItemID=24419 Streamline the Quote-to-Cash Process with SAP Screen Personas www.sap.com/community/showdetail.epx?ItemID=24423 Enhance Usability with SAP Screen Personas www.sap.com/community/showdetail.epx?ItemID=24425 8.6 Helpful Links on SCN o http://scn.sap.com/community/sap-screen-personas o http://scn.sap.com/community/gui/blog/2013/07/10/personas-scripting - More scripting information o http://scn.sap.com/community/gui/blog/2013/07/30/calling-rfcs-from-a-personas-script - Calling RFC o http://wiki.sdn.sap.com/wiki/display/Img/SAPScreenPersonas - SDN Link for Personas
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 8.7 Tips/Tricks The following list of examples of some of the things that users have done in 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 the base URL is usually <Protocol>://<FQDN of server>:<port>/sap/bc/bsp/persos/mainapp/<index.html|nwbc.html|index_access.html>. i.e. https://lds.wdf.sap.corp:44311/sap/bc/bsp/persos/mainapp/index.html. This refers to the base URL as <baseURL>. If you want to add parameters 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 <baseURL>?<first Param>&<second Param>&<third Param>. 2. Determine system, transaction and flavor There are different ways to specify the system, transaction and flavor to be called: •<baseURL>?~transaction=<tcode> The transaction <code> is called with the user's default flavor. This works only when the user has exactly one system assigned! •<baseURL>?system=<systemconfigid>&~transaction=<tcode> The transaction <tcode> is called in the system identified by ID <systemconfigid> with the user's default flavor. The system ID can be taken from field SYSCONID of table /PERSOS/SYSCON. •<baseURL>?system=<systemconfigid>&flavor=<flavorid> The flavor identified by ID <flavorid> is called in the specified system. The flavor ID can be taken from field FLAVORID of table /PERSOS/FLAVOR. •<baseURL>?link=<linkid> The link identified by ID <linkid> (specifying a flavor and a system) is called. The link ID can be created using the transaction /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 User Guide SAP Screen Personas Users Guide 7/2014 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 User Guide SAP Screen Personas Users Guide 7/2014 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. <baseURL>?~transaction=SU01D&SUID_ST_BNAME-BNAME=<UserID>. To trigger a press of the glasses button to display the user data you need the 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 release the mouse button and a popup will come up: Figure 25:Function Code
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 The function code must be supplied as value for the URL parameter ~okcode, so the URL will look like <baseURL>?~transaction=SU01D&SUID_ST_BNAME- BNAME=<UserID>&~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-an- rfc-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<args.table[5].length; i++) { if (!isNaN(args.table[5][i])){ args.sum += parseInt(args.table[5][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 User Guide SAP Screen Personas Users Guide 7/2014 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 clicking 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 User Guide SAP Screen Personas Users Guide 7/2014 . 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-screen- personas-into-sap-portal
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014 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 this 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 keep 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.
  • SAP Screen Personas User Guide SAP Screen Personas Users Guide 7/2014