howto create customiz project

SAP Solution ManagerHow-To Guide

How To... Create CustomizingProjects and Project IMGs

Applicable Releases:

SAP Solution Manager 7.0

Target groups:

Technology Consultants

Application Consultants

Version 1.0

December 2008

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Document HistoryDocument Version Description

1.00 First official release of this guide

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Table of Contents

1. Scenario...........................................................................................................................1

2. Background Information .................................................................................................1

2.1 SAP Reference Implementation Guide (IMG) ............................................................1

2.2 Delta and Upgrade Customizing................................................................................1

2.3 Customizing Project and Project IMG........................................................................2

3. Prerequisites....................................................................................................................3

3.1 Technical Prerequisites for Customizing SAP Solution Manager................................3

3.2 Documentation..........................................................................................................4

4. Step-by-Step Procedure..................................................................................................5

4.1 Creating a Customizing Project and a Project IMG....................................................5

4.2 Working with a Project IMG.......................................................................................7

4.3 Creating a Delta Customizing Project IMG ................................................................9

4.4 Creating an Upgrade Project IMG ...........................................................................10

How To... Create Customizing Projects and Project IMGs

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1. Scenario Note

In the following, the term “customizing” will be used to refer to all procedures toimplement or upgrade SAP functions. This is also referred to as “configuration”.

You perform customizing to:

Adjust the company-neutral and industry-specific delivered functions to your company'sbusiness requirements

Enhance SAP functions in your company

Implement SAP functions in your company quickly, safely, and cost-effectively

There are two ways of customizing an SAP system:

Using the Business Process Repository (BPR)

You implement SAP functions in a business-process-oriented manner, using the BPR content,delivered with SAP Solution Manager implementation content (software component ST-ICO).

NoteCustomizing using BPR is not part of this guide. For more information, see How ToImplement Business Processes Using SAP Solution Manager on SAP ServiceMarketplace at http://service.sap.com/solutionmanager Media Library TechnicalPapers.

Using a customizing project and project IMG

You implement or upgrade SAP functions per scenario using project IMGs.

This guide provides information and a step-by-step procedure to customize SAP Solution Managerwith a customizing project and project IMGs. In the example, you create a project and a project IMGfor customizing the Implementation and Upgrade scenario in SAP Solution Manager, as well as somecross-scenario functions.

2. Background Information

2.1 SAP Reference Implementation Guide (IMG)You can configure your system using transaction SPRO (IMG) in the SAP Solution Manager system.SAP delivers the IMG with each R/3 system. The IMG contains the full functionality of all possiblecustomizing settings across all countries and application components.

The IMG is structured hierarchically according to a basic set of activities and scenarios. Allcustomizing activities are assigned to one or more components of the application componenthierarchy. You choose the functions that you want to implement in your company.

To make only the customizing settings for the functionality you want to implement, you create a projectIMG, reducing the scale of the SAP Reference IMG. For more information about project IMGs, seeCustomizing Project and Project IMG [page 2].

2.2 Delta and Upgrade CustomizingIf you use an SAP application and have already performed initial customizing, you perform:

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Delta customizing to import the latest support package or enhancement package within thesame release, for example from SAP Solution Manager 7.0 support package (SP) 15 toenhancement package 1 (EhP1). A delta can, for instance, be a changed or enhanced function.

Upgrade customizing to upgrade to the latest release, for example from SAP SolutionManager 3.2 SP09 to SAP Solution Manager 7.0 EhP1

2.3 Customizing Project and Project IMGYou can create a customizing project to customize an SAP application. A project allows you todocument your customizing activities and track all changes later. You can also create project viewswith particular IMG structures, which are assigned to and performed by the project team members.This avoids customizing inconsistencies. Within one customizing project you can also perform delta orupgrade customizing.

You define the project scope either by making manual selections from the IMG, based on functions ofscenarios, or you choose one or more application components from the component hierarchy andspecify countries. In both cases, you generate a project IMG, which typically is a subset of the SAPReference IMG. For the project IMG you can either choose the application component(s) andcountries or particular functions relevant to your project. This results in individual customizing projectsto implement the SAP system in your company.

The figure below shows how project IMGs are generated from the SAP Reference IMG.

In the project IMG you can:

Perform IMG activities

You customize your application by performing the IMG activities of the project IMG.

Document customizing parameters

The documentation function enables you to record information about the customizing settings inthe activity, which can later (for example in a business improvement project) make businessprocess parameter changes easier.

Set processing status

If you set status, and in a later project phase, create views of your project IMG, you see if theIMG activities have already been performed. You can also identify new activities. Additionally,the processing status gives the project leader an overview of the project progress, in the projectanalysis.


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CAUTIONSupport package stacks may change the IMG structure. If you want to reuse your initialproject IMG during an upgrade, or for delta customizing, you have to set the status foreach IMG structure and activity.

To avoid status inconsistencies, customizing projects should not overlap. If there are minoroverlaps, follow the project transport rules in the Change and Transport System (CTS). Formore information about the CTS, see Transporting Customizing Settings in the SAP Librarydocumentation for customizing projects [see page 4].

Delta and Upgrade Customizing Using a Customizing ProjectFor delta customizing to a higher support package or enhancement package level of your SAPapplication you use your initial customizing project. You create a view of this project, a deltacustomizing project view, and generate a project IMG view based on the same scope as for yourinitial customizing project.

The system identifies the new and changed IMG activities from the status of the IMG activities youhave set in your initial project IMG. After performing these activities, and setting the status for each ofthem, you have customized the application for your support package or enhancement packageupgrade.

For an upgrade to the current release of your SAP application, you use your initial customizing projectagain. You create another project view, an upgrade customizing project view.

You can use the release note for your application, which contains information about new, deleted orchanged functions, to determine the IMG activities you need to perform.

3. Prerequisites

3.1 Technical Prerequisites for Customizing SAPSolution Manager

Type Prerequisite

Software Install software component ST 400, latest support package

User Administrator user with authorization profile SAP_ALL.

As of SAP Solution Manager 7.0 EhP1, you create your own role. Formore information, see the chapter How to Create Roles for Configurationin the security guide for SAP Solution Manager 7.0 on SAP ServiceMarketplace at http://service.sap.com/instguides SAP Components

SAP Solution Manager.

RecommendationYou should have appropriate experience with system administration or applicationconfiguration.

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3.2 DocumentationFor an overview of SAP Solution Manager, see the presentations on SAP Service Marketplace athttp://service.sap.com/solutionmanager Media Library Overview Presentations, and the SAPOnline Knowledge Products (OKPs) at http://service.sap.com/rkt-solman.

For information about particular topics, see:

Topic Location

Customizing usingthe BusinessBlueprint

See How To Implement Business Processes Using SAP SolutionManager on SAP Service Marketplace athttp://service.sap.com/solutionmanager Media Library TechnicalPapers.

CustomizingProjects

See SAP Library for SAP NetWeaver on SAP Help Portal athttp://help.sap.com. SAP NetWeaver 7.0 (2004s) SAP NetWeaver7.0 (2004s) Library SAP NetWeaver Library SAP NetWeaver byKey Capability Solution Life Cycle Management by Key CapabilityCustomizing Customizing (BC-CUS) Project AdministrationCustomizing Projects.

SAP ReferenceImplementationGuide (IMG)

See SAP Library for SAP NetWeaver on SAP Help Portal athttp://help.sap.com. SAP NetWeaver 7.0 (2004s) SAP NetWeaver7.0 (2004s) Library SAP NetWeaver Library SAP NetWeaver byKey Capability Solution Life Cycle Management by Key CapabilityCustomizing Customizing (BC-CUS) Implementation Guide.

Configuration of SAPSolution Manager

See the configuration guide for SAP Solution Manager 7.0 on SAPService Marketplace at http://service.sap.com/instguides SAPComponents SAP Solution Manager.

Upgrade of SAPSolution Manager

See Upgrade guide FAQ and the upgrade guide for SAP SolutionManager 7.0 on SAP Service Marketplace athttp://service.sap.com/instguides SAP Components SAP SolutionManager.

Projects in SAPSolution Manager

See SAP Help Portal at http://help.sap.com SAP Solution Manager7.0 Implementing and Upgrading SAP Solutions Projects.

Roles andauthorizations

See the security guide for SAP Solution Manager 7.0 on SAP ServiceMarketplace at http://service.sap.com/instguides SAP Components

SAP Solution Manager.

SAP SolutionManager scenarios

See the master guide for SAP Solution Manager 7.0 on SAP ServiceMarketplace at http://service.sap.com/instguides SAP ComponentsSAP Solution Manager.


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4. Step-by-Step Procedure

4.1 Creating a Customizing Project and a ProjectIMG

In the initial customizing project, you define the project scope by selecting structure nodes of the SAPReference IMG. This specifies the structure of your project IMG. The initial project IMG only containscustomizing for the functions of scenarios that you want to implement.

To find out about the scenarios and functions offered by your application, see its master guide. ForSAP Solution Manager 7.0, see the master guide on SAP Service Marketplace athttp://service.sap.com/instguides SAP Components SAP Solution Manager.

Let us assume you would like to use SAP Solution Manager to implement and upgrade SAP solutions.You customize the Implementation and Upgrade scenario of SAP Solution Manager 7.0 EhP1.Additionally, you would like to be able to add your own company-specific documents and use digitalsignature on them. Thus, you also customize the document management and the digital signaturefunction.

To create a customizing project and a project IMG for SAP Solution Manager, proceed as follows:...

1. Call transaction SPRO_ADMIN.

CAUTIONThe transaction is not to be confused with SOLAR_PROJECT_ADMIN in which youcreate implementation projects to use them in the Business Blueprint and Configurationphases. For information about this, see How To Implement Business Processes UsingSAP Solution Manager onSAP Service Marketplace athttp://service.sap.com/solutionmanager Media Library Technical Papers.

2. To create a new customizing project, choose (Create Project).

3. Enter a project name, for example My Project, and choose Continue.

4. Enter a project title, for example My Demo Project.

5. On the General Data tab, select the preferred project language, for example English.

NoteCustomizing documentation and status information are available to all project membersin the project language, regardless of their logon language.

6. Save your entries.

7. Go to the Scope tab.

8. To define the project scope, select the Specify project scope by making manual selections inReference IMG radio button.

NoteIf you customize applications with country-specific functions, for example mySAP ERPFinancials Country Version Japan, you select the radio button for Specify project scopeby choosing application components and countries. In the example, as you alsocustomize cross-scenario functions, you use manual selection.

9. Choose Specify Scope...




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The complete SAP Reference IMG for your system is displayed.

10. Choose SAP Solution Manager.

11. Select the Read Me checkbox. Read this section before starting to customize.

12. To include the customizing activities for required basic functions, choose Configuration BasicSettings and select the Solution Manager checkbox.

NoteYou need to make specific settings for satellite systems to customize some SAP SolutionManager scenarios, such as Service Desk. In this case, you also select the SpecifySatellite Systems Connection checkbox.

13. To include the customizing activities for document management and digital signature functions,open the hierarchy node for Cross-scenario Settings and select the Digital Signature andDocument Management checkboxes.


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14. To include the customizing activities for the functions of the Implementation and Upgradescenario, open the hierarchy node for Scenario-specific Settings, and select theImplementation/Upgrade checkbox.

15. Choose (Copy Selected Nodes).

16. Choose Generate Project IMG and confirm the message, that (application) components andcountry-specific customizing will not be included in the project IMG.

17. In the following dialog box, select the Generate in background checkbox.

The project IMG is generated in the background.

18. To see your project IMG, choose (Display Project IMG).

4.2 Working with a Project IMG...

1. Call transaction SPRO.

2. Choose your project.

Tip

To add your project to the My Customizing Worklist, choose (Add to Worklist), selectyour project and copy the selection.

You can also work with your project IMG directly from the Display Project IMG screen.

3. Read the Read Me document to:


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Get starting information if you have initially installed SAP Solution Manager, such astechnical prerequisites and client copy

Get an overview of delta functions for the support package or enhancement package youare about to customize

Download or print the IMG documentation

4. If you perform upgrade customizing: To get information about new or changed functions in arelease, choose (IMG release notes), choose the relevant software component, for exampleST 400 for SAP Solution Manager, and read the release note.

NoteRelease notes are not available for all IMG structure nodes. To display all release notes,for example, for SAP Solution Manager 7.0, choose Help Release Notes Selectionby mySAP Component, mark the line for SAP Solution Manager Tool (ST), and choose

(Copy).To show or hide the release note icons, choose View Release Notes Show Icons orHide Icons.

5. To read the IMG activity documentation for an IMG activity, choose (IMG activitydocumentation).

ImportantThe IMG activity documentation provides important information about the purpose andimpact of the activity. It also tells you how to perform the activity.

6. To perform the IMG activities, choose (IMG – Activity).

ImportantAs some functions can only be customized properly if other functions have already beenimplemented, perform the IMG activities in the order in which they appear in your projectIMG.

7. To set the status of an IMG activity, select a status from the input help.


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NoteSetting status prevents you from performing the same activity several times and allowsyou to track your progress, for instance, when interrupting the customizing work. It alsoenables the project lead to gain an overview of the project‘s progress, in the projectanalysis.

8. To create customizing documentation, choose (Create Document) in the bottom right screenarea and make notes of your customizing activities.

You can make notes, for instance, for who has done which activities at which time. This can behelpful for later reference, since the same IMG activity can be performed from variousprocesses and process steps. When performing the activity a second time, you have thedocumentation attached to it, for example, telling you which steps have already been performed,or where problems occurred. Existing documentation is indicated by (Note).

For more information about the documentation function, see SAP Help Portal athttp://help.sap.com SAP Solution Manager Implementing and Upgrading SAP SolutionsProjects Document Management.

9. To pass on activity data from a structure node to its subordinate nodes and activities, choose(Pass on Activity Data) and select the type of data you want to pass on.

ExampleYou have performed all the IMG activities of the structure node Online Documentation.To save time, you set the status only once, for the node Online Documentation, and passon the status information to all subordinate activities.

10. Save your project.

4.3 Creating a Delta Customizing Project IMGTo configure delta functionality, for example from SAP Solution Manager 7.0 SPS15 to SAP SolutionManager 7.0 EhP1, you create a delta customizing project IMG (delta project IMG). For a delta projectIMG you create project views of one or more initial customizing projects. You reduce the scope of thedelta customizing project by selecting attributes, and you specify whether the project view containsIMG activities for new or changed functions. You can create any number of views for each project.



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ImportantBefore performing delta customizing, set the status values for all activities in your initialcustomizing project IMG.

To create your delta project IMG after applying the enhancement package, proceed as follows:...


2. Choose the project you used during the initial customizing.

3. To display your original scope, go to the Scope tab.

4. Choose Specify Scope… and check if the scope of your initial project IMG is still set.

5. Go to the Project Views tab.

6. Choose (Create project view).

7. In the dialog box, enter a project view name, for example My Delta Customizing ProjectView, and select the Activity necessity radio button.

8. Select all checkboxes for the criterion Activity necessity.

9. Save your settings.

10. Select the project view and choose (Generate View IMG).

11. To see your project IMG view, choose (Display View IMG).

12. To work with your project IMG view, call transaction SPRO and choose your project view.

Tip

To add your project view to the My Customizing Worklist, choose (Add to Worklist),select your project view and copy the selection.

You can also work with your IMG directly in the Display View IMG screen (step 11).

4.4 Creating an Upgrade Project IMGTo upgrade from SAP Solution Manager 3.1 or 3.2 to 7.0, you create an upgrade customizing projectIMG (upgrade project IMG). For an upgrade project IMG, you create release-specific project views forone or more initial customizing projects. If you have already done delta customizing, you base yourdelta project IMG on your upgrade project IMG.


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ImportantBefore upgrading your system, set the status values for all activities in your initialcustomizing project IMG.

To create the upgrade project IMG from your initial customizing project, proceed as follows:...


2. Choose the project you used during the initial customizing.

3. To display your original scope, go to the Scope tab.

4. Choose Specify Scope… and check if the scope of the initial project IMG is still set.

5. Go to the Project Views tab.

6. Choose (Create project view).

7. In the dialog box, enter a project view name, for example My Upgrade CustomizingProject View, and select the Release Customizing radio button.

8. Confirm twice.

9. For the criterion Release Customizing, choose the Upgrade Customizing activities checkbox.

10. Choose component ST (SAP Solution Manager Tool).

11. To specify the upgrade releases, enter from release 320 to 400.

NoteThe software component for SAP Solution Manager 7.0 is ST 400.

12. Save your settings.

13. Select your project view and choose (Generate View IMG).


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14. To see your project IMG view, choose (Display View IMG).

15. To work with your project IMG view, call transaction SPRO and choose your project view.

Tip

To add your project view to the My Customizing Worklist, choose (Add to Worklist),select your project view and copy the selection.

You can also work with your IMG directly in the Display View IMG screen (step 14).

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