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SAP Hybris Marketing 1.2 (1511)

January 2016

English

SAP BusinessObjects Reports for Hybris Marketing (CEO)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices

SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide

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Content1 Purpose............................................................................................................................. 5

1.1 Business Content....................................................................................................51.2 Audience..................................................................................................................61.3 Prerequisites............................................................................................................61.4 Assumptions............................................................................................................6

2 Configuration.....................................................................................................................62.1 Security Considerations...........................................................................................6

SAP BusinessObjects BI Platform Security Considerations..............................................73 Installation Package...........................................................................................................7

3.1 Overview of Installation Package Contents.............................................................73.2 LCMBIAR File – BI Platform Content.......................................................................7

4 Installing Business Content...............................................................................................84.1 SAP BusinessObjects Configuration.......................................................................8

4.1.1 Loading the LCMBIAR File..................................................................................84.1.2 Adapt OLAP Connection.....................................................................................94.1.3 Creating BEx Queries........................................................................................104.1.4 Configuring WEBI reports..................................................................................114.1.5 Configuring Dashboard......................................................................................134.1.6 Validate SBO reports.........................................................................................154.1.7 Creating SAP BusinessObjects User Accounts.................................................164.1.8 Validating and Configuring the SAP BusinessObjects BI Workspace................174.1.9 Enabling embedded OpenDocument logon page (Optional).............................174.1.10 Translating BI Workspace (Optional).................................................................18

4.2 Integration with SAP Hybris Marketing..................................................................194.2.1 Creating RFC Connection.................................................................................194.2.2 Configuring Report Launchpad..........................................................................204.2.3 Configuring PFCG Role.....................................................................................21

4.3 Configuring SAP Authentication (Optional)............................................................234.3.1 Connecting SAP Entitlement System................................................................234.3.2 Enabling SAP Authentication in BI Launch Pad................................................244.3.3 Importing SAP Roles.........................................................................................25

5 Appendix.......................................................................................................................... 28Additional Information and Documentation Resources - SAP BusinessObjects Guides.....28

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SAP BusinessObjects Reports for Hybris Marketing

1 PurposeThis document explains the installation processes for SAP® BusinessObjects™ Business Intelligence (BI) platform content for the SAP Hybris Marketing rapid-deployment solution. This analytic application is based on the technology of SAP NetWeaver®, SAP HANA®, and SAP® BusinessObjects™ Business Intelligence (BI) platform, including SAP® BusinessObjects™ Dashboard and SAP® BusinessObjects™ Web Intelligence® (WebI).

For more information about the functionality provided by this analytic application, see the business process documentation: SAP Hybris Marketing Insight (CE1).

This configuration guide focuses on how to import and configure this analytic solution. This guide does not cover the installation or the initial deployment of SAP BusinessObjects BI platform. For more information, see the appropriate guides on SAP Help or SAP Service Marketplace.For more information about the SAP BusinessObjects technologies and their interdependencies, see the Appendix for Information Resources.

1.1 Business Content As part of the SAP Hybris Marketing rapid-deployment solution, the following SAP BusinessObjects Dashboards and reports are available:

Report Title Report Type

Technical Report Name Used BEx Query

Customer Segment Performance WebI

Customer Segment Performance.wid CUANFMDH01_Q001_V01

Sales Organization Performance WebI

Sales Organization Performance.wid CUANFMDH01_Q001_V01

Channel Performance WebI

Channel Performance.wid CUANFMDH01_Q001_V01

Product Group Performance WebI

Product Group Performance.wid

CUANFMDH01_Q001_V01CUAN_AI_REL_MON

Value Contribution WebI Value Contribution.wid CUAN_AI_REL_MON

Discount Analysis WebI Discount Analysis.wid CUANFMDH01_Q003_V01

Margin Decomposition Dashboards

Margin Decomposition.XLF

CUANFMDH01_Q001_V01CUANFMDH01_Q002_V01

Customer Margin Decomposition Dashboards

Customer Margin Decomposition.XLF

CUANFMDH01_Q001_V01CUANFMDH01_Q002_V01

Customer 360 Dashboards Customer 360.XLF ZCUANSLSORDB01_Q002ZCUANSLSQUOB01_Q002ZCUANSLSCONB01_Q002ZCUANCRMOPPB01_Q001ZCUANCRMLEAB01_Q001ZCUANCRMACTB01_Q001ZCUAN_TOP_REC_GLBL

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ZCUAN_AI_REL_MONZCUANFMDH01_Q005_V01ZCUANFMDH01_Q001_V02ZCUANFINH02_H001_V01

Open Opportunities WebI Open Opportunities.wid ZCUANCRMOPPB01_Q001

Open Leads WebI Open Leads.wid ZCUANCRMLEAB01_Q001

Open Sales Contracts WebI

Open Sales Contracts.wid ZCUANSLSCONB01_Q002

Recent Orders WebI Recent Orders.wid ZCUANSLSORDB01_Q002

Open Orders WebI Open Orders.wid ZCUANSLSORDB01_Q002

Open Quotations WebI Open Quotations.wid ZCUANSLSQUOB01_Q002

Activities WebI Activities.wid ZCUANCRMACTB01_Q001

1.2 AudienceThis guide is intended for the technical consultants responsible for the deployment of SAP Hybris Marketing. It also assumes that these consultants are familiar with SAP BusinessObjects Business Intelligence platform environment, with knowledge on how to install and configure the core products required by this analytic application.

1.3 PrerequisitesThis solution has dependencies on applications that must be configured in a defined sequence for the implementation to be successful. Before configuring the SAP BusinessObjects BI platform technical components for this solution, complete all prerequisite steps. The sequence for deployment is described in the Prerequisites Matrix for SAP Hybris Marketing rapid-deployment solution. This document is attached to the scope item factsheets, in the Documentation package.Ensure that your technical landscape aligns with the software requirements of this solution. For more information about the applications and versions required for this solution, see the Software Requirements guide in the Documentation package.

1.4 AssumptionsThe following statements are the preconfiguration assumptions for setting up SAP BusinessObjects Business Intelligence platform technical components for this solution:

1) Technical knowledge of SAP BusinessObjects Business Intelligence platform.2) SAP BusinessObjects Business Intelligence platform software has been installed

within the system landscape. For more information about the required software version, see the Software Requirements document for this rapid-deployment solution.

3) SAP Hybris Marketing has been properly deployed and configured, as documented in the building blocks of this rapid-deployment solution.

2 Configuration2.1 Security Considerations

This analytic application is dependent upon the other required software components to provide access to the application content and the data available to users. The following sections outline these security considerations relating to SAP Hybris Marketing and SAP BusinessObjects BI platform. Review each section and the referenced component-specific documentation to gain an understanding of the possibilities that can contribute to an overall security strategy.

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SAP BusinessObjects BI Platform Security ConsiderationsThe integration between the SAP Hybris Marketing security and the SAP BusinessObjects BI platform security are part of the overall security methodology for your technical landscape. There are features within each product and an end-to-end strategy conforming to the overall security methodology is important.The SAP BusinessObjects Business Intelligence platform architecture addresses many security concerns that affect implementations. To protect against unauthorized access, the current release supports features such as distributed security, single sign-on, resource access security, granular object rights, and third-party authentication.Detailed capabilities and techniques are in the SAP BusinessObjects Business Intelligence platform Administrator Guide.This BI platform documentation provides an overview of the security possibilities that can be configured and implemented in different scenarios and solutions. Those solutions provide options that can be implemented according to a specific environment and security requirements. The administration guide includes sections that address:

General recommendations for securing the infrastructureThese recommendations are for securing the BI deployment and range from SSL to firewalls to password policies.

Secure Sockets Layer (SSL) ProtocolSSL can be configured between the BI server and clients to ensure secure data transmission between the data provider and the BI server consuming the information from SAP HANA.

AuthenticationSingle sign-on is a feature where the BI platform can communicate externally to gather authentication credentials from an external system, to validate a user of the system. Various security providers are supported and documented in the BI Administrator Guide. Review this configuration in the context of the security requirements and the integration with SAP HANA.

Password RestrictionsPassword restriction definitions exist for authentication with the BI server and client web browser. These options are detailed in the SAP BusinessObjects BI Administration Guide. If an external security authorization is used, then it is a consideration for adherence to security requirements.

Report and Dashboard Security – RightsRights are the base units for controlling user access to the objects, users, applications, servers, and other features in BI platform. They play an important role in securing the system by specifying the individual actions that users can perform on objects. An administrator controls delivery of the information to the final user by restriction of the reporting object.

For more information, see the Appendix

3 Installation Package3.1 Overview of Installation Package Contents

Each analytic application is a set of assets built using SAP BusinessObjects BI suite. The assets are easily incorporated into the final analytic application installation. These analytic application assets are contained within an installation package containing one or more of the following analytic application archives:

Product Documentation

Life Cycle Manager Business Intelligence Archive Resource (LCMBIAR)

3.2 LCMBIAR File – BI Platform ContentThe following assets are included in the LCMBIAR file:

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Asset Name Source File Format

SAP BusinessObjects Solution

Type

OLAP Connections N/A Data source connection component of SAP BusinessObjects

OLAP Connection

Reports WID SAP BusinessObjects Interactive Analysis software

Web Intelligence

Dashboards XLF SAP BusinessObjects Dashboards

Dashboards

BI Workspace N/A SAP BusinessObjects BI Workspace

BI Workspace

Supporting Infrastructure N/A SAP BusinessObjects Business Intelligence Platform

Includes folder structure

4 Installing Business ContentThe process for installing this rapid-deployment solution involves these steps:1. SAP BusinessObjects BI platform installation:

a. Load the LCMBIAR FILESAP_HANA_CEI_RDS.lcmbiar

b. Configure OLAP connectionc. Create BEx queriesd. Configure Webi reports and Dashboarde. Create BI user accountf. Configure BI Workspaceg. Modify OpenDocument.properties file.h. Translate BI workspace

2. Configure the connection to the SAP Hybris Marketing application.3. Configure SAP Authentication.

4.1 SAP BusinessObjects Configuration4.1.1 Loading the LCMBIAR FileThe following section details the necessary steps to load the LCMBIAR file. The LCMBIAR file contains all the SAP BusinessObjects content available for the SAP Hybris Marketing rapid-deployment solution.

PrerequisitesAccess to the SAP BusinessObjects Administrator account and password is required to follow this procedure. You have downloaded the LCMBIAR file (SAP_HANA_CEI_RDS.lcmbiar).In the Promotion Management of the Central Management Console (CMC), configure the Destination System under Settings ® Manage Systems.

If an old version of reports already exists, the recommendation is to delete all related reports and connections before importing the new BOBJ package. This way you can prevent inconsistent deployment.

Procedure

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide 1. Navigate to the Central Management Console (CMC) in SAP BusinessObjects server, for

example http://<servername>:8080/BOE/CMC.2. Log on to CMC with the CEI_ADM user name and password.

CEI_ADM is created in Quick Guide chapter 2.7, you can also use other administrator user, which provided by system administrator.

3. From CMC Promotion Management ® Promotion Jobs screen, select the Import dropdown menu. Then choose the Import file option.

4. On the Import from file screen, select File System. Choose Browse to navigate to the location of the LCMBIAR file and select it. Then choose OK.

5. On the New Job tab page, for Save Job in* choose Browse to select the location in which the job shall be stored.

6. On the Save Job in screen, select a location and then choose OK.7. Choose the Destination from the dropdown menu.

The destination system was set up under Settings ® Manage Systems within Promotion Management. If no destination is offered, choose Login to a New CMS to establish the system connection to the destination system.

8. Choose Create to create the job.9. Once the promotion job is loaded, close the Job tab page, and then on the Promotion

Jobs tab page navigate to the job and select the checkbox for the job. 10. Choose Promote.11. On the Promote screen, choose Promote.

ResultTo verify the status of the job, select the job and choose Refresh on the toolbar. When the job is complete, the system lists the Last Run Date and the Status shows Success.

4.1.2 Adapt OLAP Connection1. Navigate to the Central Management Console (CMC) in SAP BusinessObjects server, for

example http://<servername>:8080/BOE/CMC.2. Log on to CMC with the administrator user name and password.3. From CMC, choose OLAP Connections ® SAP ® HANA-APP ® SAP Hybris Marketing,

and select the SAP_CEI_RDS connection. 4. Choose Organize ® Edit to verify the SAP Hybris Marketing application server

information.5. Maintain the following values:

Field Entry

System System ID

Server Application Server

System number Instance Number

Client yMKT Client* if you are using BW and yMKT clients, always use yMKT client.

Authentication Predefined

User < yMKT user>, for example, CEI_STD

Password <Password>

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide 6. Validate the connection by choosing the Connect option.7. Choose Save.

A message prompts you to update. 8. Choose Update.

4.1.3 Creating BEx Queries

UseFor the Customer 360 dashboard and for the Web Intelligence reports used within Customer 360, create new BEx queries.

Procedure1. Choose the following navigation option:

Windows Start Menu Start ® All Programs ® Business Explorer ® Query Designer

2. In the SAP Logon dialog box, log on to the yMKT system and client.3. In the Query Designer, choose Open Query…4. In the Open Query: Select Query dialog box, choose Find. 5. Check the Search in technical name option, and search for the existing query

CUANSLSORDB01_Q002. Then choose the Open button.6. In the middle area, click the Rows / Columns tab; then choose Customer from Rows.

In other queries, the characteristics name might be Customer / Account (or others), and the area might be Rows / Free Characteristics.

7. In the Properties area on the right-hand side, choose the Display tab.8. Set Display As to Key and text.

If it’s already been Key and text, then skip this step and save as a new query directly.

9. Choose from menu Query → Save As, enter ZCUANSLSORDB01_Q002 as technical name and Sales Orders (Max) as description and choose Save.

10. Repeat steps 3 - 9 to complete the creation of all the other Z* queries as shown in the following list:

BEx Queries Z* Queries Description Characteristics

CUANSLSORDB01_Q002

ZCUANSLSORDB01_Q002

Sales Orders (Max) Customer

CUANSLSQUOB01_Q002

ZCUANSLSQUOB01_Q002

Sales Quotations (Max)

Customer

CUANSLSCONB01_Q002

ZCUANSLSCONB01_Q002

Sales Contracts (Max)

Customer

CUANCRMOPPB01_Q001

ZCUANCRMOPPB01_Q001

CRM Opportunities (Max)

Customer

CUANCRMLEAB01_Q001

ZCUANCRMLEAB01_Q001

CRM Leads (Max) Customer

CUANCRMACTB01_Q001

ZCUANCRMACTB01_Q001

CRM Activities (Max)

ERP Customer

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BEx Queries Z* Queries Description Characteristics

CUAN_TOP_REC_GLBL

ZCUAN_TOP_REC_GLBL

Top Recommendations

Account

CUAN_AI_REL_MON ZCUAN_AI_REL_MON Relationship Analysis (without Target Group Integration)

KUNNR

CUANFMDH01_Q001_V02

ZCUANFMDH01_Q001_V02

Margin Decomposition by Division

Account

CUANFINH02_H001_V01

ZCUANFINH02_H001_V01

Open Items from Financials by Customer for Months

Account

CUANFMDH01_Q005_V01

ZCUANFMDH01_Q005_V01

Revenue and Margin Over Time for Calendar Quarters

Account

If query CUAN_AI_REL_MON (or others) doesn't exist, perform the following steps to manually activate it:a. Enter BW client and open transaction RSOR;b. Under BI Content tabset, click

Object Types ® Query Elements ® Query ® Select Object (Wait again a few minutes) ® Find CUAN_AI_REL_MON ® Transfer

c. Click Install button in the right panel.

4.1.4 Configuring WEBI reports

UseYou need to rebind the key figures for some WEBI reports, which are built on Z* queries, because the key figure mapping of Z* queries will be missing after adapting the OLAP connection to a new CEI system.

Prerequisite SAP BusinessObjects Business Intelligence platform 4.1 Client Tools installed on

local PC.

Procedure1. Launch the Web Intelligence client tool using the following navigation option:

Windows Start Menu Start ® All Programs ® SAP Business Intelligence ® SAP BusinessObjects BI platform 4 Client Tools® Web Intelligence Rich Client

2. On the Web Intelligence Rich Client screen, click Web Intelligence menu and choose Login as …

3. In the dialog box that opens, input the BO system information you would like to log on to, and click Log On.

4. Click Open from top menu and choose Open from …5. Open the Web Intelligence report from the following path:

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide Home ®Public Folders ® SAP ® HANA-APP ® SAP Hybris Marketing ® Reports ® Open Orders

6. In the Prompts dialog box, click Cancel.7. On the Web Intelligence Rich Client – <BOE Server> – Open Orders screen, choose the

Design tab and then from Data Access ® Data providers subtab click Edit.8. In the Query Panel dialog box, select the measures from the left-hand side as shown in

the following list, and drag them to the Result Objects pane.

Result Object

Description Type

Net Value Measure object

Net Value Currency Measure attribute object

Expand the + node of Net Value to find Net Value Currency object.9. Choose Run Query.10. In Prompts, choose a proper customer from list of values, click > button to add to

Selected Values and then choose OK.

If the list of values doesn’t show correctly, you can input a * in the bottom box and click Enter to search.

11. After loading, the newly added measures will be shown in the Available Objects panel.12. Right-click variable NVal Currency from Variables area in Available Objects panel, and

choose Edit.13. In the Variable Editor dialog box, replace the invalid formula in Formula box with =[Net

Value].[Net Value Currency], and then click OK.14. Perform the variable modification as shown in the following list:

Variable name Formula Qualification

NVal Currency =[Net Value].[Net Value Currency] Dimension

NVal =[Net Value] Measure

15. Click Refresh All button from top-left side of the screen, fill the prompt, and wait until all data is shown correctly.

If there are still invalid strings like #ERROR, $DATATYPE, #REFRESH, #SYNTAX in report, try to refresh several times.

16. From File tab of top menu click Save ® Save to Enterprise …, then choose the path of original report:Home ®Public Folders ® SAP ® HANA-APP ® SAP Hybris Marketing ® Reports ® Open Orders

17. Click Advanced button besides Name box to expand the panel, then select the Save checkbox for all users and click Save; continue to click Yes in the Question dialog box to overwrite the original file, wait until the WEBI report finish saving.

18. Repeat steps 4 – 17 to complete the configuration of all WEBI reports as shown in the following list:

WEBI reports Measures Variables Formula

Activities No. of ActivitiesTotal Duration

Open Leads No. of Leads

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WEBI reports Measures Variables Formula

Open Opportunities

Expected Sales VolumeLost Sales VolumeNo. of Lost OpportunitiesNo. of OpportunitiesNo. of Won OpportunitiesWeighted Expected Sales VolumeWeighted Expected Sales Volume CurrencyWon Sales Volume

WESV Currency

=[Weighted Expected Sales Volume].[Weighted Expected Sales Volume Currency]

WESV =[Weighted Expected Sales Volume]

Open Orders Net ValueNet Value Currency

NVal Currency

=[Net Value].[Net Value Currency]

NVal =[Net Value]

Open Quotations AmountAmount CurrencyOpen AmountOpen Amount Currency

Amt Currency

=[Amount].[Amount Currency]

Amt =[Amount]

OAmt Currency

=[Open Amount].[Open Amount Currency]

OAmt =[Open Amount]

Open Sales Contracts

Invoice ValueInvoice Value CurrencyReleased ValueReleased Value CurrencyTarget ValueTarget Value Currency

IVal Currency

=[Invoice Value].[Invoice Value Currency]

IVal =[Invoice Value]

RVal Currency

=[Released Value].[Released Value Currency]

RVal =[Released Value]

TVal Currency

=[Target Value].[Target Value Currency]

TVal =[Target Value]

Recent Orders Net ValueNet Value Currency

NVal Currency

=[Net Value].[Net Value Currency]

NVal =[Net Value]

4.1.5 Configuring Dashboard

UseYou need to rebind the key figures for Customer 360 Dashboard, which is built on Z* queries, because the key figure mapping of Z* queries will be missing after adapting the OLAP connection to a new CEI system.

PrerequisiteSAP BusinessObjects Dashboards 4.1 is installed on your local PC.

Procedure1. Launch the Dashboards tool using the following navigation option:

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Windows Start Menu Start ® All Programs ® SAP Business Intelligence ® SAP BusinessObjects Dashboards 4 ® SAP BusinessObjects Dashboards

2. From the menu bar, choose File ® Open from Platform ® Dashboards Object.

If it’s your first time connect to back end, it will prompt a Logon to BusinessObjects Enterprise window. Enter logon credentials and choose OK.

3. Open Customer 360 from the following path:Home ®Public Folders ® SAP ® HANA-APP ® SAP Hybris Marketing ® Dashboards ® Customer 360

4. Open Query Browser from the left-hand panel. You will see a list of queries.5. Right-click the first query 39 - CUANSLSORDB01_Q002 to choose Edit….

You will receive an error box with the message that Some result objects or sort objects that you selected have changed (been renamed, removed, or hidden) in the universe, click OK.

6. In the Edit Query screen, drag and drop the key figure Net Value into the Result Objects panel; then click Next.

7. In the Answer Prompts dialog box, choose proper values and then click Run.

You can adjust the prompt values (or provide more data from source system) for filters to ensure that there is at least one record in the result, or else you might not able to finish the configuration of this query. If the query still generates errors even if you have removed all filters, check the back end BEx query.

8. Choose Next to access the Usage Options screen, keep default settings as is, and click OK.

9. Expand the query you just modified from Query Browser by clicking expand button, choose Net Value from Result Objects and click the button beside Insert in Spreadsheet to show the text box, then click link button and input '102 Events'!$L$19:$L$418 in Select a Range dialog box and click OK.

Sometimes the link already exists in the text box, then it’s not mandatory to input it again, but make sure that you have clicked link button and OK button to make it available.

10. The link for Result Objects Net Value will appear in the Insert in Spreadsheet text box.11. Repeat steps 5 – 10 for all queries under Query Browser as shown in the following list:

Dashboard queries Result Objects Insert in Spreadsheet

39 - CUANSLSORDB01_Q002 Net Value '102 Events'!$L$19:$L$418

39 - CUANSLSQUOB01_Q002 Amount '102 Events'!$S$19:$S$418

39 - CUANSLSCONB01_Q002 Invoice Value '102 Events'!$Y$19:$Y$418

40 - CUANCRMOPPB01_Q001 Weighted Expected Sales Volume

'102 Events'!$AE$19:$AE$418

40 - CUANCRMLEAB01_Q001 No. of Leads '102 Events'!$AI$19:$AI$418

40 - CUANCRMACTB01_Q001 Total Duration '102 Events'!$AM$19:$AM$418

41 - CUAN_TOP_REC_GLBL Expected Revenue Formatted Value

'Cross Sell'!$D$13:$D$17

42 - CUAN_AI_REL_MON Customer Lifetime 'KPI Data'!$X$40:$X$63

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Value

45 - CUANCRMOPPB01_Q001 Weighted Expected Sales Volume

Opportunities!$E$14:$E$21

Lost Sales Volume Opportunities!$F$14:$F$21

Won Sales Volume Opportunities!$G$14:$G$21

47 - CUANFMDH01_Q005_V01 Revenue 'Sales History'!$H$54:$H$133

48 - CUANFMDH01_Q001_V02 Invoices 'KPI Data'!$F$40:$F$63

Revenue 'KPI Data'!$G$40:$G$63

Invoice Discounts 'KPI Data'!$H$40:$H$63

Accrued Discounts 'KPI Data'!$I$40:$I$63

49 - CUANFINH02_H001_V01 Open Amount 'Accounts Receivable'!$D$27:$D$126

101 - CUANFMDH01_Q005_V01

Revenue Currency 'KPI Data'!$AL$40:$AL$75

Revenue 'KPI Data'!$AM$40:$AM$75

Pocket Margin 'KPI Data'!$AN$40:$AN$75

12. Choose Selectors worksheet in the embedded Excel of Dashboard, input a frequently used customer number into cell C22 and customer text into cell D22 as a default value of Customer 360 dashboard.

13. From the menu bar, choose File ® Save to Platform ® Desktop Only, and wait until the dashboard finishes saving.

4.1.6 Validate SBO reports1. Navigate to path:

Home ®Public Folders ® SAP ® HANA-APP ® SAP Hybris Marketing ® ReportsOpen and validate if all Webi reports work correctly:


Activities WebI

Channel Performance WebI

Customer Segment Performance WebI

Discount Analysis WebI

Open Leads WebI

Open Opportunities WebI

Open Orders WebI

Open Quotations WebI

Open Sales Contracts WebI

Product Group Performance WebI

Recent Orders WebI

Sales Organization Performance WebI

Value Contribution WebI

2. Navigate to path:Home ®Public Folders ® SAP ® HANA-APP ® SAP Hybris Marketing ® Dashboards

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide Open and validate if all dashboards work correctly:


Customer 360 Dashboards

Customer Margin Decomposition Dashboards

Margin Decomposition Dashboards

4.1.7 Creating SAP BusinessObjects User Accounts

UseFor more information about planning your security and user accounts needs, see the SAP BusinessObjects Business Intelligence platform Administrator Guide. This section only covers the functional steps to create a user in CMC.

Procedure1. Navigate to the Central Management Console (CMC) in SAP BusinessObjects server, for

example http://<servername>:8080/BOE/CMC.2. Log on to CMC with the administrator user name and password.3. From CMC, access Users and Groups.4. In the User List, choose the Create new user button.5. On the New User screen, maintain the following values:

Field Entry

Authentication Type Enterprise

Account Name <enter a user name>, for example, CEI_STD

For the rapid-deployment solution we recommend to create the same user that is created in the Basic Settings for SAP Hybris Marketing (CEB) building block.

Full Name <enter a full name>

Password <enter a password>, for example, Welcome1

Confirm <enter the password>

User must change password at next logon

X

Connection Type <choose appropriate option based on your license agreement>

6. To save the user and return to the console, Create & Close.7. To add the new user to an appropriate user group, for example, to the Administrators

group, select a group from the Group Hierarchy and choose Add members to parent group.

Membership to groups defines the user security level and access rights.8. On the Add Members to Group window, select the user from the User List. 9. To add the user to the Selected users/groups area, choose Add to Selection. 10. Confirm your entries by choosing OK.

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4.1.8 Validating and Configuring the SAP BusinessObjects BI Workspace

1. Navigate to the BI Launch pad (BI) in SAP BusinessObjects server, for example http://<servername>:8080/BOE/BI.

2. Log on to SAP BusinessObjects BI Launchpad.3. From the BI Launch pad, navigate to Documents® Folders® Public Folders® SAP®

HANA-APP® SAP Hybris Marketing and double-click the SAP Hybris Marketing BI workspace.

4. Navigate through each of the menu tabs to validate. If you see a document was not found error message or blank page, enable the document as follows:

a. Select Edit BI workspace.b. Remove the faulty document (if it exists) from the main right panel.c. Click + Add a new tab to add a new tab and enter a tab name(choose Set as

default if needed).d. Click Remove Column to remove additional columns, only one column must be

retained.e. From Module Library screen on the left panel, select the Public Modules icon. f. Navigate to where reports and dashboards are located in the public folder.g. Select the document from the left Module Library panel under public folder and

drag it into the main right panel. Click Maximize to apply full screen and other properties to the document.

If the drag and drop function doesn't work correctly in IE browser, try to do it in Chrome browser.

h. Finish all tabs following the above steps:

Tab name Report name Set as defaultCustomer Segment Customer Segment Performance x

Sales Organization Sales Organization Performance

Channel Channel Performance

Product Group Product Group Performance

Value Contribution Value Contribution

Discount Analysis Discount Analysis

Margin Decomposition Margin Decomposition

Customer Margin Decomposition

Customer Margin Decomposition

5. Choose Save.6. Choose Exit Edit Mode.

4.1.9 Enabling embedded OpenDocument logon page (Optional)

UseThis property is modified to allow CEI page to embed BO application logon page as a frame (or else you may need to logon BOE in a full screen page and click Back several times to return to CEI application).

Procedure

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide 1. Navigate to the SAP BusinessObjects server installation folder: \\

<BusinessObjects Installation>\Tomcat6\webapps\BOE\WEB-INF\config\custom and locate the OpenDocument.properties file (or create a new file named: OpenDocument.properties)

2. Edit the file by notepad and add the following entries:logon.allowInsecureEmbedding=true

3. Save all changes to the file. 4. Restart Tomcat server to enable changes.

Ensure that the file path is ..config\custom, since changes in folder ..config\default might be overwritten after server upgrade.

4.1.10 Translating BI Workspace (Optional)

UseThe purpose of this activity is to translate the names of the new BI workspace tabs.

When creating new tabs manually, maintain related translation-sensitive data (descriptions, titles, texts, and so on) for each required language (for example, EN and DE).

Prerequisites SAP BusinessObjects Business Intelligence platform 4.1 Client Tools installed on

local PC.

Procedure1. Launch the Translation Management Tool using the following navigation option:

Windows Start Menu Start ® All Programs ® SAP Business Intelligence ® SAP BusinessObjects BI platform 4 Client Tools® Translation Management Tool

2. In the User Identification logon screen, input the BO system information you would like to log on to, and click OK.

3. Choose from menu File ® Import strings to translate from ® System repository ...4. Find the BI workspace tab from the following path:

Public Folders ®SAP ®HANA-APP ®SAP Hybris Marketing ®SAP Hybris Marketing ®Customer SegmentClick Add to add the report into the list, select the Overwrite existing documents checkbox, and then click Finish.

5. From the left-bottom panel Language Management – Available Languages choose German (Germany) and click Add to move it to Selected Languages list.

6. Click name cell from * German (Germany) column, input Kundensegment and then press Enter; under the right panel Text Editor, you will find Status become TRANSLATED (or else choose TRANSLATED from the dropdown list and click Apply button).

7. From bottom list Selected Languages, select Visible checkbox for * German (Germany) language and then click Save button from top-left menu bar.

8. Click Export translated strings button from the menu bar, and continue to click OK in the dialog boxes that opens.

9. Repeat steps 3 – 8 to translate all of the newly created BI workspace tabs:

Name (Original Content Language) Name (German – Germany)Customer Segment Kundensegment

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Name (Original Content Language) Name (German – Germany)Sales Organization Verkaufsorganisation

Channel Kanal

Product Group Produktgruppe

Value Contribution Wertbeitrag

Discount Analysis Rabattanalyse

Margin Decomposition Deckungsbeitragsanalyse

Customer Margin Decomposition Kundendeckungsbeitrags-Analyse

4.2 Integration with SAP Hybris Marketing4.2.1 Creating RFC Connection

UseSAP BusinessObjects reports are located on the server of the SAP BusinessObjects Business Intelligence platform. To retrieve the report from the SAP Hybris Marketing front-end, create a Remote Function Call (RFC) connection between the SAP NetWeaver Application Server (AS) ABAP system and the server.

Procedure1. Log on to your AS ABAP system.2. Access the activity using one of the following navigation options:

Transaction code SM59

SAP Menu Tools ® Administration ® Administration ® Network ® RFC Destinations

3. Highlight HTTP Connections to ABAP System and choose the Create pushbutton.

If BOE_SERVER already exists then open and edit it.4. Maintain the following values:

Field Entry

RFC Destination BOE_SERVER

Connection Type H (HTTP Connection to ABAP System)

Description 1 <description of the RFC destination>

Technical Settings

Target Host <enter the host of the server on which the required report is located, with fully qualified domain>

Service No. <enter the port of the server. The port is part of the OpenDocument URL you identified in the previous step>

Path Prefix /BOE

Logon & Security – Security Options

SSL Inactive

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By default SSL is not configured for BOE server, if it’s configured then you can choose Active here.

5. Save your entries.

4.2.2 Configuring Report Launchpad

UseIn the previous step, a general connection between SAP BusinessObjects server and SAP NetWeaver AS ABAP system was created. You now must create a precise connection and define a connection to the required reports in the Launchpad repository of the AS ABAP system (transaction LPD_CUST). For the SAP Hybris Marketing rapid-deployment solution, two new links need to be created, which will show up as work sets in the UI application: Analysis and Customer 360.

Procedure1. Log on to your AS ABAP system.2. Enter transaction LPD_CUST in the command field and press ENTER.3. Select the entry with role HPA and instance CUAN, and then choose the Change button.4. Navigate to path Customer Engagement Intelligence Shell ® Customer Value

Intelligence ® Analysis

If Analysis is not exists here then you need to create a new one. To create the Analysis link, in the Change Launchpad Repository Role screen, choose the New Application pushbutton.

5. In the Link Details screen area, maintain the following values:

Field Entry

Link Text Analysis

Application Type URL

6. In the Application Parameter section, choose the URL Editor pushbutton next to the URL field. Enter below OpenDocument URL:/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AQsZD4x4W3RItLrYRd6RQlU

The URL is from BI workspace: SAP Hybris Marketing. To identify this URL, you can logon BI Launchpad, right click BI workspace SAP Hybris Marketing and choose Document Link, remove the string before /OpenDocument and copy it here.

7. Enter BOE_SERVER in the System Alias field.

This alias corresponds to the RFC destination created in the previous step, so that the system can create a complete URL at runtime.

8. Choose the Show Advanced (Optional) Parameters button.9. In the Application-Related Parameters section, choose the Editor Application Alias button

next to the Application Alias field, and enter the application alias ANALYSIS.

Make a note of this alias for further processing. 10. Enter BOE in the Additional Information field.

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide 11. Save your entries.12. To create the Customer 360 link, navigate to path Customer Engagement Intelligence

Shell ® Corporate AccountsIn the Change Launchpad Repository Role screen, choose the New Application button.

13. In the Link Details screen area, maintain the following values:

Field Entry

Link Text Customer 360


14. Then maintain the following values:

Field Entry

Link Text Customer 360


URL /OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AcvG8BDxOexEq4xHA.UktPc&

Here is the Document Link of Customer 360 Dashboard, put an ‘&’ at the end of the URL for passing parameters.

System Alias BOE_SERVER

Application Alias CUSTOMER360

Make a note of Application Alias for further processing.

Target App.Parameters lsSCustomer=sObjectId

Customer is the Flash Variable of Customer 360 Dashboard which can receive parameter, and ObjectId is the Account ID sending from CEI application.

Additional Information BOE


4.2.3 Configuring PFCG Role

UsePFCG is the central repository for all system roles. You must provide specific PFCG roles when you want to include additional applications in SAP Hybris Marketing. For example, you define a PFCG role allowing access to one or more SAP BusinessObjects Web Intelligence reports. The following types of additional applications can be included in SAP Hybris Marketing:

SAP BusinessObjects reports, such as Web Intelligence (WebI), Dashboards, BOE server links to reports lists

Any URL carrying other applications Web Dynpro applications

For more information about the standard roles that are provided with SAP Hybris Marketing, see Roles in SAP Hybris Marketing on SAP Help at http://help.sap.com/mkt ® Application Help ® SAP Library ® SAP Hybris Marketing ®SAP Hybris Marketing User Management ® Roles in SAP Hybris Marketing.

Prerequisites

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide You have implemented the Basic Settings for SAP Hybris Marketing (CEB) building block and created the Z_CUSTOMER_ENG_INTELLIGENCE composite authorization role along with its assigned single roles.

Procedure1. Log on to your AS ABAP system.2. Access the activity using one of the following navigation options:

Transaction code PFCG

SAP Menu Tools → Administration → User Maintenance → Role Administration → Roles

Add the Analysis work set to Customer Value Intelligence3. On the Role Maintenance screen, enter below Role and choose Change.

Field Entry

Role Z_CEI_CVI

4. On the Menu tab, expand the High Performance Applications node to SAP Hybris Marketing ® Insight.

In the hierarchy, do not change or delete any of the existing application structure nodes.

5. Highlight the Insight node and choose Create Folder to define a new application structure node.

6. On the Create a Folder dialog box, enter the value:

Field Entry

Folder Name Analysis

7. Choose Continue.

The folder will be displayed in the SAP Hybris Marketing user interface as sub work set of Insight.

8. Move the folder to the desired location by using the Move Down or Move Up buttons, for example, move it to the last position.

9. To open other node details, choose the Other Node Details button.10. In the Other Node Details screen, enter the value:

Field Entry

Application Alias ANALYSIS


Add the Customer 360 work set to Account Details12. Continue to maintain PFCG Role: Z_CEI_CVI.13. On the Menu tab, expand the High Performance Applications node to Thing Inspectors of

SAP Hybris Marketing ® Corporate Account.

In the hierarchy, do not change or delete any of the existing application structure nodes.

14. Highlight the Account node and choose Create Folder to define a new application structure node.

15. On the Create a Folder dialog box, enter the value:

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Field Entry

Folder Name Customer 360

16. Choose Continue.

The folder will be displayed in the SAP Hybris Marketing user interface as sub work set of the account details.

17. Move the folder to the desired location by using the Move Down or Move Up buttons, for example, move it to the last position.

18. To open other node details, choose the Other Node Details button.19. In the Other Node Details screen, enter the value:

Field Entry

Application Alias CUSTOMER360


ResultThe Analysis work set and the Customer 360 work set are visible on the user interface of SAP Hybris Marketing application.

4.3 Configuring SAP Authentication (Optional)UseSAP authentication enables SAP users to log on to SAP BusinessObjects BI platform using their SAP user names and passwords, without storing these passwords in the BI platform. SAP authentication also allows you to preserve information about user roles in SAP, and to use this role information within the platform to assign rights to perform administrative tasks, or access content.The SAP BusinessObjects BI platform system requires an SAP user account that is authorized to access SAP role membership lists and authenticate SAP. Account credentials are required to connect the SAP BusinessObjects BI platform to your SAP system. For general instruction on creating SAP user accounts and assigning authorizations through roles, see your SAP NetWeaver Business Warehouse (SAP BW) documentation.

Refer to the Basic Settings for SAP Hybris Marketing (CEB) building block for details on SAP user account and PFCG role creation.

4.3.1 Connecting SAP Entitlement SystemBefore you can import roles or publish SAP NetWeaver BW content to the SAP BusinessObjects BI platform, you must provide information about the SAP entitlement systems to which you want to integrate. The SAP BusinessObjects BI platform uses this information to connect to the target SAP system when it determines role memberships and authenticates SAP users.

4.3.1.1 Adding an SAP Entitlement System


example http://<servername>:8080/BOE/CMC.2. Log on to CMC with the administrator user name and password.3. From CMC, access the Authentication management.4. Double-click the SAP link.

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide The Entitlement Systems window appears.

If an entitlement system is already displayed in the Logical system name list, choose New.

5. In the System field, maintain the three-character System ID (SID) of your SAP system.6. In the Client field, maintain the client number that the BI platform must use when it logs on

to your SAP system. 7. The SAP BusinessObjects BI platform combines your System and Client information, and

adds an entry to the Logical system name list.8. Ensure that the Disabled checkbox is not selected.

Use the Disabled checkbox to indicate to the BI platform that a particular SAP system is temporarily unavailable.

9. Complete the Message Server and Logon Group fields as appropriate, if you have set up load balancing so that the BI platform must log on through a message server.

10. If you have not set up load balancing (or if you prefer to have the SAP BusinessObjects BI platform log on directly to the SAP system), complete the Application Server and System Number fields as appropriate.

11. In the User name, Password, and Language fields, type the user name, password, and language code for the SAP account that you want the SAP BusinessObjects BI platform to use when it logs on to SAP.

For the rapid-deployment solution, we recommend to use the CEI_STD user that is created in the Basic Settings for SAP Hybris Marketing (CEB) building block. These credentials must correspond to the user account that you created for the SAP BusinessObjects BI platform.

12. Choose Update.13. If you add multiple entitlement systems, select the Options tab to specify the system that

the SAP BusinessObjects BI platform uses as the default (that is, the system that is contacted to authenticate users who attempt to log on with SAP credentials but without specifying a particular SAP system).

14. In the Options tab, ensure that Enable SAP Authentication is checked.

4.3.1.2 Verifying that Entitlement System was Added Correctly

Procedure1. Select the Role Import tab.2. Select the name of the entitlement system from the Logical system name list.

If the entitlement system was added correctly, the Available roles list contains a list of roles that you can choose to import.

If no roles are visible in the Logical system name list, look for error messages on the page. These messages provide the necessary information to correct the problem.

4.3.2 Enabling SAP Authentication in BI Launch Pad

UseSAP authentication is invisible on the BI Launch Pad logon screen by default. To make SAP authentication available, you need to edit the BI Launch pad properties on your BOE server.

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide To modify BI Launch pad default settings, you need to set custom BI Launch pad properties.

Procedure1. Go to the following directory in your BI platform installation:

<INSTALLDIR>\SAP BusinessObjects Enterprise XI 4.0\warfiles\webapps\BOE\WEB-INF\config\custom\

If you are using the Tomcat version installed with BI platform, you can also access the following directory: C:\Program Files (x86)\SAP BusinessObjects\Tomcat6\webapps\BOE\WEBINF\config\customIf you are using any other supported web application server, consult the documentation for your web application server to determine the appropriate path.

2. Create a new file named: BIlaunchpad.properties3. Edit the file by notepad and include the authentication options on the BI launch pad logon

screen. Add the following entries:authentication.visible=trueauthentication.default=secSAPR3cms.visible=true

4. Save and close the file.5. Restart your web application server.

4.3.3 Importing SAP Roles

UseBy importing SAP roles into the SAP BusinessObjects BI platform, you allow role members to logon to the system with their usual SAP credentials. In addition, single sign-on is enabled so that SAP users are logged on to BI platform automatically when they access reports from within the SAP GUI or an SAP NetWeaver Portal.

Procedure1. In the Authentication management area of the CMC, double-click the SAP link.2. On the Options tab page, select either Concurrent users or Named users depending on

your license agreement.

Note that the option you select here does not change the number or type of user licenses that you have installed in SAP BusinessObjects BI platform. You must have the appropriate licenses available on your system.

3. Choose Update.4. On the Role Import tab page, select the entitlement system in the Logical system name

list.5. Under Available roles, select the roles you want to import, and choose Add. Select the

copy of the Z_CUSTOMER_ENG_INTELLIGENCE role you have created during PFCG configuration.

6. Choose Update.

4.3.3.1 Verifying that Roles and Users Were Imported Correctly

Procedure

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide 1. Ensure that you know the user name and password of an SAP user who belongs to one

of the roles that you just mapped to SAP BusinessObjects BI platform.

2. For BI launch pad, navigate to http://webserver:portnumber/BOE/BI.

Replace webserver with the name of the web server and port number with the port number that is set up for BI platform. Ask your administrator for the name of the Web server, the port number, or the exact URL to enter. For example, http://<servername>:8080/BOE/BI

3. In the Authentication Type list, select SAP.

By default, the Authentication Type list is hidden in the BI launch pad. To enable it, refer to step 4.3.2.

4. Enter the SAP system and the system client to log on to.5. Enter the user name and the password of a mapped user.6. Choose Log On.

ResultYou are logged on to BI launch pad as the selected user.

A user group will be created automatically along with your import of BW roles into the BI Platform. All users which you are using to log on to the BI Platform with SAP Authentication will be assigned to that user group. By default the user group doesn’t have access privileges to public folders via BI Launch Pad. Change the user security settings according to your actual business demand.

4.3.3.2 Updating SAP Roles and Users (Optional)

UseAfter enabling SAP authentication, it is necessary to schedule and run regular updates on mapped roles that have been imported into the BI platform. This updating ensures that your SAP role information is accurately reflected in the platform.There are two options for running and scheduling updates for SAP roles:1. Update roles only: This option only updates the links between the currently mapped roles

that have been imported in SAP BusinessObjects BI platform. We recommend that you use this option when you expect to run frequent updates and you have concerns over system resource usage. If you only update SAP roles, no new user accounts are created.

2. Update roles and aliases: This option not only updates links between roles but also creates new user accounts in the SAP BusinessObjects BI platform for user aliases added to roles in the SAP system.


example http://<servername>:8080/BOE/CMC.2. Log on to CMC with the administrator user name and password.3. From CMC, access the Authentication management.4. Double-click the SAP link.5. On the Entitlement Systems window, select the appropriate Logical system name.6. Navigate to the User Update tab page.7. To update the roles or roles and aliases directly, choose Update Now.

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SAP BusinessObjects Reports for Hybris Marketing (CEO): Configuration Guide 8. To schedule regular updates, choose Schedule and enter appropriate parameters. Then

choose Schedule.

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5 Appendix Additional Information and Documentation Resources - SAP BusinessObjects Guides

The following reference manuals support the core product stack and are available on SAP Help http://help.sap.com

Topic Guide/Tool Link to documentation

SAP BusinessObjects Business Intelligence platform Installation & Administration

Analytics Knowledge Center on SAP Help

https://service.sap.com/boall_enSelect: SAP BusinessObjects Business Intelligence Platform and select SAP BusinessObjects 4.0 SAP BusinessObjects Business Intelligence platform Installation GuideSAP BusinessObjects Business Intelligence platform Administration Guide

SAP BusinessObjects Business Intelligence platform Security


https://service.sap.com/boall_enSelect: SAP BusinessObjects Business Intelligence Platform and select SAP BusinessObjects 4.0 SAP BusinessObjects Business Intelligence platform Security Guide

SAP BusinessObjects Explorer


https://service.sap.com/boall_enSelect: Explorer and select SAP BusinessObjects 4.0 SAP BusinessObjects Explorer Installation Guide SAP BusinessObjects Explorer Administrator Guide

SAP BusinessObjects Web Intelligence


https://service.sap.com/boall_enSelect: Web Intelligence and select SAP BusinessObjects 4.0 SAP BusinessObjects Web Intelligence User GuideUsing functions, formulas, and calculations in Web Intelligence

Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help. These guides are listed on SAP Help accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative.

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