1. RTUI60
Business Role
and Navigation Bar Customizing

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Unit 1: UI Concepts
Unit 2: Business Roles and Navigation Bar Customizing
Unit 3: Transaction Launcher
Unit 4: UI Config Tool and Design Layer Configuration
Unit 5: Factsheet and WebService Tool
Unit 6: Business Communication Management Introduction
Unit 7: Framework and Customer Enhancements
Course Content

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Objectives
At the end of this unit, you will be able to:
 Create and change business roles
 Assign business roles to organizational model
 Create and change Navigation Bar Profiles

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Role- / Navigation Bar Customizing: Overview
Business Role
 The Business role is the central object for controlling the Navigation Bar, the Logical Links and the
authorizations for users
User Assignment
 The Business Role is assigned to an organizational unit in the Organizational Model
 The user is assigned to an organizational unit as well
Authorizations
 The Business role is assigned to a Authorization profile via a PFCG role
Navigation Bar Profile
 Link Groups structure the Logical Links for Work Centers. The Navigation Bar Profile contains Direct
Links Groups and Work Centers
 Logical Links are assigned to the Direct Link Groups
 Work Center Groups aren't visible in the application.
The Role- / Navigation Bar Customizing controls based on Business Roles
how the Navigation Bar is structured and which Links are available on the
Work Center / Home / Report Pages and in the Direct Link Group

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Role- / Navigation Bar Customizing:
Terminology
Work Centers
Direct Link group
Logical Links
Work Center Page

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Business Role
The business role determines the different profiles of the UI and
what is visible on the UI.
Business Role
Navigation Bar Profile
• Logical Links
• Work Center / - Group
• Direct Link Group
• Outbound Plug Mapping
Organization Model
Layout Profile
Technical Profile
Role Configuration Key
PFCG Role ID
/ User / Business Partner

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Define Business Role
Configuration:
 IMG Path: Customer Relationship
Management > Business Roles > Define
Business Roles or
 Transaction CRMC_UI_PROFILE
 Create / change / copy / delete Business
Role

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Assign Business Role to Organizational Unit
Configuration:
 IMG Path: Customer Relationship
Management > Business Roles > Define
Organizational Assignment
 Transaction: PPOMA_CRM
 Assign infotyp: Goto > Detailed Object
 Users / Business Partners are assigned
within the
Organizational Model to a Position
 User / Business Partners can be assigned
to multiple Positions
 Each Position can have exactly one
„Business Role“ assigned to (Infotype 1163)

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Role-Dependent View Configuration

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Use different parameters to save your
configuration
You can save your
configuration according to
different parameters. If different
configurations for one view
have been saved you get an
overview, if you press „Choose
configuration‟. With „Copy
Configuration‟ you can copy an
existing configuration.

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Steps of Navigation Bar Customizing
General Definition of all single
available Navbar entries.
Group single Link Groups as Work Centers
Do Navigation Bar specific Customizing
Define Navigationbar Profile, which gets assigned
to a Business Roles
Group different Logical Links as
Work Center Link Groups
Group different Logical Links as
Direct Link Groups

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Navigation Bar Profile – Assigned WorkCenters
.
.
.

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Navigation Bar Profile - Assigned Direct Link
Groups

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Nav.-Bar and Business Role Customizing
Navigation Customizing Tx: CRMC_UI_NBLINKS
Shared Lists of all Links, Work Centers, …
NavBar Profiles that are separating the Links,
Work Centers, … (for example for IC and UIU)
Business Role Customizing Tx: CRMC_UI_PROFILE
Business Roles
with assigned
NavBar Profiles
Filtering: which
NavLinks, WorkCenters …
are relevant for this Role
Assign to OrgUnits via InfoType 1263 “Business Role”
Further Filtering via PFCG Roles (Authorizations)
A.
B.
C.D.
E.
F.