CR580 CRM User Interface
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. COURSE OUTLINE
. Course Version: 015 Course Duration: 4 Day(s)
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Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used.
This information is displayed in the instructor’s presentation
Demonstration
Procedure
Warning or Caution
Hint
Related or Additional Information
Facilitated Discussion
User interface control
Example text
Window title
Example text
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Contents ix
Course Overview
1
Unit 1:
1 1 1 3
Lesson: Getting Started with the WebClient UI Lesson: Using the WebClient UI Lesson: Personalizing the WebClient UI Unit 2:
3 3 3 3 5
Unit 3:
Unit 4:
Unit 5:
Unit 6:
Extensibility Tools Lesson: Extending UI Components Using the Application Enhancement Tool (AET) Lesson: Creating a Rapid Application Lesson: Creating a Mashup Lesson: Extending Applications using the Easy Enhancement Workbench (EEW)
11 11 11
13 13
UI Configuration Lesson: Using the UI Configuration Tool Lesson: Configuring the Design Layer Lesson: Configuring Fact Sheets
11
13
Architecture Lesson: Analyzing the Architecture of the WebClient UI Lesson: Analyzing the Business Object Layer and Generic Interaction Layer
9 9 9 11
Navigation Bar Lesson: Configuring the Navigation Bar Lesson: Using the Transaction Launcher
7 7
9
Business Roles Lesson: Configuring Business Roles Lesson: Configuring Function Profiles for Business Roles Lesson: Central Sharing Tool Lesson: Authorizations and Business Roles
5 5 7
UI Concepts
Unit 7:
Component Enhancement Concept Lesson: Enhancing UI Components Lesson: Creating Enhancements
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15 15 15
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Unit 8:
Skins and Icons Lesson: Configuring Skins Lesson: Configuring Icons
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Course Overview
TARGET AUDIENCE This course is intended for the following audiences: ●
Application Consultant
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Development Consultant
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Super / Key / Power User
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UNIT 1
UI Concepts
Lesson 1: Getting Started with the WebClient UI Lesson Objectives
After completing this lesson, you will be able to:
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Describe the evolution of the CRM WebClient UI
Lesson 2: Using the WebClient UI Lesson Objectives
After completing this lesson, you will be able to: ●
Check the navigation frame of the WebClient UI application
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Use the navigation bar
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Check the standard entry pages of a WebClient UI business role
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Search for CRM data
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Work with overview pages
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Work with tables
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Use favorites and tags
Lesson 3: Personalizing the WebClient UI Lesson Objectives
After completing this lesson, you will be able to: ●
Personalize the CRM application
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Create central personalization settings
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1
Unit 1: UI Concepts
2
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UNIT 2
Business Roles
Lesson 1: Configuring Business Roles Lesson Objectives
After completing this lesson, you will be able to: ●
Configure business roles
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Assign business roles
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Adapt business roles
Lesson 2: Configuring Function Profiles for Business Roles Lesson Objectives
After completing this lesson, you will be able to: ●
Configure function profiles for business roles
Lesson 3: Central Sharing Tool Lesson Objectives
After completing this lesson, you will be able to: ●
Use the Central Sharing Tool
Lesson 4: Authorizations and Business Roles Lesson Objectives
After completing this lesson, you will be able to: ●
Assign authorization roles
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Unit 2: Business Roles
4
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UNIT 3
Navigation Bar
Lesson 1: Configuring the Navigation Bar Lesson Objectives
After completing this lesson, you will be able to:
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Configure the navigation bar
Lesson 2: Using the Transaction Launcher Lesson Objectives
After completing this lesson, you will be able to: ●
Use the transaction launcher
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Unit 3: Navigation Bar
6
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UNIT 4
Architecture
Lesson 1: Analyzing the Architecture of the WebClient UI Lesson Objectives
After completing this lesson, you will be able to: ●
Analyze UI components
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Analyze the MVC concept
Lesson 2: Analyzing the Business Object Layer and Generic Interaction Layer Lesson Objectives
After completing this lesson, you will be able to: ●
Analyze the business object layer (BOL) and the generic interaction layer (genIL)
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Unit 4: Architecture
8
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UNIT 5
UI Configuration
Lesson 1: Using the UI Configuration Tool Lesson Objectives
After completing this lesson, you will be able to:
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Identify a component and view
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Create a view configuration using a role configuration key
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Configure different types of views
Lesson 2: Configuring the Design Layer Lesson Objectives
After completing this lesson, you will be able to: ●
Configure the design layer
Lesson 3: Configuring Fact Sheets Lesson Objectives
After completing this lesson, you will be able to:
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Configure the account fact sheet
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Unit 5: UI Configuration
10
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UNIT 6
Extensibility Tools
Lesson 1: Extending UI Components Using the Application Enhancement Tool (AET) Lesson Objectives
After completing this lesson, you will be able to:
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Set up the AET
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Start the AET
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Add a new field
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Add a calculated field
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Add a table
Lesson 2: Creating a Rapid Application Lesson Objectives
After completing this lesson, you will be able to: ●
Create a rapid application from a database table
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Embed a rapid application
Lesson 3: Creating a Mashup Lesson Objectives
After completing this lesson, you will be able to:
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Create a mashup
Lesson 4: Extending Applications using the Easy Enhancement Workbench (EEW) Lesson Objectives
After completing this lesson, you will be able to: ●
Use the Easy Enhancement Workbench (EEW)
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Unit 6: Extensibility Tools
12
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UNIT 7
Component Enhancement Concept
Lesson 1: Enhancing UI Components Lesson Objectives
After completing this lesson, you will be able to:
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Analyze the enhancement concept
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Create an enhancement set
Lesson 2: Creating Enhancements Lesson Objectives
After completing this lesson, you will be able to:
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Prepare UI enhancements
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Add a context node
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Use UI check tools
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Redefine methods to change the appearance of pushbuttons
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Change the view structure
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Unit 7: Component Enhancement Concept
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UNIT 8
Skins and Icons
Lesson 1: Configuring Skins Lesson Objectives
After completing this lesson, you will be able to: ●
Copy an SAP skin
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Adapt skins
Lesson 2: Configuring Icons Lesson Objectives
After completing this lesson, you will be able to: ●
Exchange the SAP logo
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