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  • 7/24/2019 OpenSAP personas


    openSAPSAP Screen Personas

    WEEK 2, UNIT 1

    00:00:09 Hello and welcome to our openSAP course on SAP Screen Personas. This is Week 2, and

    today we're going to talk about Creating Themes.

    00:00:18 But before that let's have a look at the agenda for this week. Well we're going to start out with

    Creating Themes.

    00:00:25 The rest of the week will be focused on Building Flavors. Peter is going to walk you through

    how to do that in two separate sessions.

    00:00:31 After that I will be back and talk to you about merging tabs, and Peter is going to close the

    week out

    00:00:35 and give you information how you find additional information on SAP Screen Personas andwhich resources we make available for you.

    00:00:43 Now let's get started with Creating Themes.

    00:00:48 We want to start out by opening our administrative user interface. So I'm going to go directly to

    the backend here in the Windows GUI and going to go to /n/personas/admin.

    00:00:59 And in here I'm going to upload an image that we can use as the background for our theme.

    00:01:06 So I'm going to the Resource Maintenance block which refers basically to everything around

    image handling.

    00:01:11 I'm going to select that here and say Create New Resource via Upload. What that gives us is afile dialog and we can select an image,

    00:01:19 in this case we're going to go with the NationalStadium.jpg. Just going to say Open and now

    the system uploads the image and makes it available for us to use.

    00:01:27 It also reshrinks it using a graphic server to make sure that we have a little preview available

    for us.

    00:01:35 So as it's doing this, the image is uploaded and you see that little thumbnail has been created.

    00:01:42 Now we're going to go to change mode and do a couple of things. First of all we are going to

    give this image a description. We're going to say this is a Use openSAP Theme.

    00:01:55 And we're going to mark this image as public. Now that's very important since themes are

    meant to be deployed to a larger audience

    00:02:01 and you can't share it with individuals but only with roles. It means that you need to make

    every single image that you want to use in your theme publically available.

    00:02:11 So if you check that box, everybody can use that image, everybody can actually access it,

    which is very, very important if you want to see it in your theme.

    00:02:18 With that just going to say Save here and go back to display mode on our image.

    00:02:28 And we are going to go back to our administrative transaction which we are going to need to

    go into the theme block a little while later.

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    00:05:35 And when I said that these themes apply across transactions, what's important is that, if I now

    have selected this theme I'm working on,

    00:05:43 I can go to any transaction, like xk03 for example, and when I go there, I will still see the theme

    being applied.

    00:05:50 And we can start styling a little more because you can see right now it is a little hard to interact

    with that

    00:05:55 because you have a hard time to find out what some of those areas down her say.

    00:06:00 So, what we are going to do is we just going to go over the list of options we have, and what

    we are looking for is the User Panel Color.

    00:06:08 And I'll open our color picker here and I'm going to select one of our corporate colors

    00:06:14 that you can define for your specific company to fit your style. In our case I'm just going to pick

    this little greyish white.

    00:06:22 As you can see it is a solid fill, so I don't get to see my image anymore. And I don't like that


    00:06:27 So what I'm going to do is I'm going to switch over to the Color Mixer and I'm going to increase

    the level of transparency on this image

    00:06:36 until I feel comfortable and this is workable and I can still see enough of the image.

    00:06:41 So as you can see, there is a certain percentage at 77% solidity of that image and that actually

    works fine.

    00:06:51 So I'm going to close this and now I'm just going to copy that value viz. we'll reuse that.

    Because if you look up here,

    00:06:59 there are still a lot of white areas. The first one we are going to address is the Application


    00:07:06 which is the lower toolbar with these buttons and here I can have a Background Color


    00:07:11 I'm simply going to paste the value we have, hit Enter and you can see it applies right away.

    00:07:15 You can also find the Title Bar in this list. That's right here. And that's where it says Display

    Vendor: Initial Screen.

    00:07:24 I'm going to put the background color in here as well, just paste it and hit Enter. I can also

    select a different one,

    00:07:29 but to make it a little simpler and flat in design, I'm just going to use the exact same one.

    00:07:35 And then we have our System Toolbar. That is the top toolbar that we see here. And I'm going

    to add that background color there as well.

    00:07:44 You can see it's very easy to create a screen that is very appealing, very flat and does look

    very different from the original version we started out.

    00:07:54 Now, we talked about the different options that you have and how this is available for you if

    you have the ADMIN role. How you do all these changes per instance.

    00:08:03 We are going to now save this flavor and see how it applies across our system.

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    00:08:10 So, since I am the administrator and I have just edited this flavor, this will now be my default

    for this session. And I can't undo that, the only way to do that would be a refresh.

    00:08:17 What I'm going to do now is I'm going to go into a transaction, in this case I want to see GUIT

    and check how it works there.

    00:08:25 You can see that my screen is here and I can switch through and I see how the changes apply.

    00:08:33 And on this specific screen we have already a couple of things that were pre-filled in orange on

    my screen.

    00:08:39 Now I'm going to see how that interacts with the theme. So I'm going to say Edit Current


    00:08:46 and I'm going to select our Input Field, and I look for the Background Color and I'm going to

    select a green.

    00:08:56 And I close this. And you can see that the green actually applies not to all the elements on the


    00:09:04 But the elements that have already a setting that came from the flavor are not touched.

    00:09:04 So, in these cases the flavor setting wins. Also you see that some of the elements down here

    actually are not changed

    00:09:15 because they are either output fields or they have an inactive state. Now if you want to change

    those as well,

    00:09:22 you can actually scroll down here and you find the disabled state and the read-only state

    defined that you can actually fill with your own color choices.

    00:09:32 But I'm not going to do that for now.

    00:09:37 So, in order to make this theme now not only apply in this one session but be generally applied

    to my user, let's look at administrative aspects of this.

    00:09:46 First of all I'm just going to refresh to clear my preset that I did being the administrator editing

    that one specific theme.

    00:09:54 And you can see that, by default, I don't get to see any specific theme. I'm going to go to our

    administrative user interface.

    00:10:04 And I'm going to look for the Theme Maintenance block. This is the block on the top-right side.

    I'm going to use the F4 help and find our theme, and the name of it was openSAP.

    00:10:15 And there we have it, I select it and I say Display. And as you can see, we see all the different

    options around it.

    00:10:23 So, we can upload or change an image if we want to, have a specific image show up in the

    theme gallery to remind us what the theme was about.

    00:10:30 But more importantly we can control the Assignments down here. To do that, we're going to

    switch this over to change mode.

    00:10:40 We are going to be able to select a role that we would like this to be applied to. So we can use

    the F4 help here and find the roles that we have in the system.

    00:10:49 And I already mentioned that our user ADMIN has this Admin Role in the system. So, I'm just

    going to select that.

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    00:10:56 And I'm going to say that for the transaction xk03 this theme will apply, and we can say that for

    the same role.

    00:11:08 If I go to transaction SU01, this theme will apply and will not apply for other transactions.

    00:11:17 So, I will be able to just save this now and go back to display mode. And as we move to the

    system to transaction xk03,

    00:11:28 you can see that the system takes a moment longer and then loads our theme. In the first time

    the images are downloaded and cached

    00:11:35 but after that, if we move through the system for example to GUIT, you can see that our theme

    is actually applied, sorry it's /nGUIT.

    00:11:48 You can see that our theme is not applied in this case because we did not define GUIT.

    00:11:57 But if we go to /nSU01 we will see it apply there. And as you can see, we have the green input

    fields waiting for our input.

    00:12:06 Alright, so let's go back to our slide and talk about what we have just seen.

    00:12:14 So, we have learned that, when you work with SAP Screen Personas, you have a distinct

    layering model.

    00:12:20 The lowest level is the screen definition that comes from the backend. So you have seen all

    the different buttons, input fields on the screen.

    00:12:27 That's all defined in the Dynpro or in the Screen Definition processed by the Dynpro

    00:12:32 and sent to the different clients. There it's rendered the way it's by default rendered. Whether

    it's grey buttons or yellowish buttons or if the background is grey, white or blue,

    00:12:41 that depends on the SAP theme that's originally delivered. So we have Corbu, Signature and

    Blue Crystal that come to mind.

    00:12:48 On top of that you can apply the Personas theme. So if you go in and you tweak on top of the

    existing theme.

    00:12:56 So, we left the buttons grey and they remained grey but we then went into the input fields and

    instead of having the white, we defined them to be green.

    00:13:01 That is happening on the Personas theme layer, and on top of that we apply now the flavor


    00:13:06 So as you have seen, the text fields and input fields turned orange instead of green in those

    cases in which we had made that conscious decision to have them orange.

    00:13:15 So you have seen how this is all layered on top. But, what's important to know on theming isthat at this point theming only works in the SAP GUI for HTML, in the WebGUI.

    00:13:28 This is currently not applied in the JAVA GUI or the Windows GUI. With that let me just wrap

    that up.

    00:13:37 We have talked about the fact why we're using themes, because we can have a very big

    impact with very little effort

    00:13:43 to create something that looks very different and is aligned with my corporate style.

    00:13:47 We've talked about the different capabilities of the theme editor and how we can use it to

    define certain visual properties,

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    00:13:54 visual treatments that apply across transactions and how we can apply them to specific

    classes of controls.

    00:14:00 And you have seen how to use it and how to assign the theme to a group of users by role and


    00:14:08 You can also use wildcards to make it apply more broadly.

    00:14:12 In the next unit Peter is going to talk about how you can build flavors to simplify transactions

    themselves and make your life much easier that way. Thank you.

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    WEEK 2, UNIT 2

    00:00:09 Hello and welcome back to the openSAP course SAP Screen Personas. My name is Peter


    00:00:16 and today we're going to continue the theme of building screens.

    00:00:22 In Week 1 we simplified the starting transaction, also known as SMEN, and we recently builtthe theme in the last unit.

    00:00:31 Today I'm going to go a little bit deeper and simplify a finance transaction.

    00:00:38 So, let's go into the system, and before I do it let me set the ground work for this, we are going

    to imagine that we are simplifying the screen for a financial analyst.

    00:00:49 This is someone who deals typically with vendors, and they need certain information on the

    screen and they don't want to do a lot of clicking to get that.

    00:00:58 So let's go into that transaction, which is transaction xk03, and this is what the unmodified

    screen looks like.

    00:01:09 Before I simplify, I'll run through the full transaction, so you can see where someone might get

    stuck, so we can simplify those out of the picture.

    00:01:20 The first thing I need to do is choose a vendor. So, I use the pop-up, we'll keep that in there

    and we'll choose this one.

    00:01:32 And I also need to enter the Company Code. This is something that the person needs to do

    every time.

    00:01:38 And they are only interested in the Address and Accounting information. So, whenever

    someone goes into this screen,

    00:01:46 they are always typing Company Code, Address, Accounting info before they move on.

    00:01:53 Then they click the Go button and they encounter the Vendor Address. There is a bunch of

    information here on the screen.

    00:02:01 And, there is also the comments down here, which is something that's important and they need

    to look at every time.

    00:02:09 Then they navigate to the next screen, which they do using this button. And here they get

    some more information about Accounting.

    00:02:20 That's all they need to do in the transaction, but a couple of things we'd like to help them avoid.

    00:02:25 One, if they click on this next screen because they forget that they're at the end, they get thispop-up.

    00:02:32 Probably something we want to keep away from them. So let me hit Cancel there.

    00:02:37 And when we go back, we go to this. If they hit the Back again, they get a different error

    message here on the bottom: No previous screen exists.

    00:02:47 We want to also keep them from bumping into that. So, let's go back to our starting screen

    here and simplify this to make life easier for this financial analyst.

    00:02:58 So as you recall, we click on the P and go into edit mode. Well, we can't edit the original

    transaction, so we have to create a new flavor and we will call that OpenSAP.

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    00:03:18 And the comment is unit 2.2. So let me Create, and now I am in edit mode, which you can see

    by the toolbar here.

    00:03:31 So now I can just go about simplifying the screen. So let me click on this, and make sure that

    that's set by default.

    00:03:39 This one, we're are also going to that set by default. And since that's finished already, I can

    hide this block which we don't need.

    00:03:49 Hide this one, scroll down, and we're not doing anything with the purchasing information.

    00:03:57 So now we've got it pretty well simplified. I am going to hold the Shift key to activate what we

    call the lasso tool, which is going to highlight some of these fields.

    00:04:08 I'll do that again. And I will also make sure I get that one and hide this.

    00:04:16 So now we've got really all the information we need. We've got this toolbar, which we're not


    00:04:24 You'll recall that to get to the vendor, we use this button. So let me double-click on that, and I'll

    say View Vendor,

    00:04:34 and I will pull that off of there onto my canvas over here.

    00:04:41 And for consistency in my screens, I'm going to set the position of that to 0 pixels and 800.

    00:04:55 And that's really all we need to do on that. So I can save and exit.

    00:05:04 Now I've got a very simplified screen. So let's go to the next step in the process, where we've

    got the address data.

    00:05:12 And again, I'll come down and edit my flavor. So it's the same name, OpenSAP, because each

    flavor name in Screen Personas is mapped to a transaction.

    00:05:24 Even if the transaction has multiple screens, it's still encompassed as part of that same flavor.

    00:05:31 So here I am again in edit mode, and I've got the information Search Terms, I don't need. So I

    can hide that.

    00:05:39 And in its place I am going to come down here, and I'll select these two items from the

    comment, and I'll put those right at the top.

    00:05:51 The address, I will move up slightly.

    00:05:58 We might as well keep the PO Address right at the same line over here.

    00:06:07 And I can move up the communication also. So that's it at the screen level of what I wanted to


    00:06:15 but there is a few other items I want to clean up on the screen. Things that we are not

    necessarily using.

    00:06:23 So I can hide these buttons. You'll recall that this was the next one we wanted to keep, and in

    this case we'll just call it Accounting.

    00:06:38 And let me move it down into the toolbar here and, for consistency again, let's place that at 0

    and 800.

    00:06:48 That way things aren't going to jump around when we're doing it. And we're done with this. And

    we really don't want people navigating around. So for this one

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    00:07:02 This will take us back to the vendor selection screen. So I'm going to label that New Vendor.

    00:07:11 And again I'll pull that down onto my surface area here. And for consistency I'll put this at 0 and


    00:07:26 So those will pop up. We've got this button, which we can also hide, and again I am going to

    eliminate the toolbars

    00:07:35 to really keep things simple for the user and keep them focused on the task.

    00:07:41 So now they've got everything they need on this screen. So I am going to hit Save and Exit.

    And here we are on the transaction and I can jump over to the accounting screen.

    00:07:53 And we'll go through the same process again: Going to edit mode. Again we're working on the

    OpenSAP flavor.

    00:08:00 The flavor is associated with the transaction as a whole. And the first thing I want to do, this is

    kind of a cumbersome Display Vendor: Accounting Information Accounting.

    00:08:11 So let's just leave this as Accounting. And this was the toolbar that we got stuck on before.

    00:08:20 So this is going to take us back to Address.

    00:08:26 I'll move that here and position that at the same spot, 0 and 800.

    00:08:41 I'll hide this toolbar, hide this button over here. And again, if you want to exit, we don't want to

    have someone go back to the address

    00:08:51 and then hit two back buttons. This will be that same New Vendor button, which will take

    someone back.

    00:09:00 We put that over here and again line up those buttons with 1100.

    00:09:11 Now this person's an analyst, so they don't care about the interest calculation. We'll hide that.

    00:09:18 They do care about the withholding tax and the reference date that we'll move up also by


    00:09:31 And finally hide the toolbars to make things really simple. So let me save and exit.

    00:09:42 And I can go back to New Vendor, and now we've got our nicely simplified transaction.

    00:09:48 If I go in here, I can select a different vendor, choose ABC, view the vendor, I've got my

    accounting information, everything nicely set up.

    00:10:05 Jump to Accounting, I don't have to move my mouse, I can toggle easily. The buttons aren't

    jumping around.

    00:10:12 And I can go back to New Vendor. If I am done here, I can go back to my home screen.

    00:10:18 So, in this session, we've simplified a financial transaction. We've removed some fields we

    don't need,

    00:10:28 removed toolbars we don't need, removed buttons we don't needall part of simplifying a

    transactions to improve user productivity.

    00:10:36 We've pre-filled some fields upfront, that Accounting button and the Address button as well as

    the company code,

    00:10:42 all to make someone's life easier and streamline things.

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    00:10:47 In the next unit we're going to do some visual enhancements to the screen since today we

    focused just on simplifying and dealing with the functional aspects.

    00:10:59 And next time we'll look at a couple of ways you can make the screen even easier to use as

    well as make it look better.

    00:11:06 Thank you and we'll see you in the next unit.

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    WEEK 2, UNIT 3

    00:00:10 Welcome back to openSAP course on SAP Screen Personas. We are now in Week 2, Unit 3.

    We're going to continue on the theme of Building Flavors.

    00:00:20 In the last unit we took a financial transaction, xk03, and simplified it down to its bare


    00:00:28 So let's take a look at that. And the theme there was just purely on visual enhancements.

    00:00:39 So it got a vendor here. If I click View, I can see my address information, I can see my

    accounting information and I can choose a new vendor.

    00:00:48 So, a very simple screen but not exactly a really attractive screen. So let's start to change that

    in this section.

    00:00:57 So the first thing I can do is just apply a theme to it. This is what you saw in Unit 1.

    00:01:05 And I just go here, go to Themes, I can choose my openSAP theme.

    00:01:12 And now, pretty quickly, I've got a screen that looks a lot different from standard SAP. I've gota good background image.

    00:01:22 All my controls are exactly where I put them. And I've got a little bit of visual enhancement

    there with the box.

    00:01:31 In addition to a theme or instead of a theme, you can make visual enhancements to the screen

    similar to what you did in the theme, in a what-you-see-is-what-you-get way.

    00:01:42 So I'm going to turn off the theme here so there's no confusion about what's the theme and

    what's not.

    00:01:49 And we'll go ahead and edit this flavor to make some visual enhancements to it.

    00:01:56 So, the first thing I'm going to do is just very quickly change the background image.

    00:02:03 So I've got the user area selected, which you can always see in the upper corner there, and for

    the Fill Color, I'll just make that white.

    00:02:22 So weve got a white background. Immediately it looks a little bit cleaner. I can also do that

    with this one, change the fill to white.

    00:02:32 And now we've got a little bit cleaner screen there.

    00:02:36 We can also make it a little more usable by putting in some information for the user in case

    they are not really familiar with the simplified screen.

    00:02:45 So over here I'm going to add a Tooltip. So right now it says Vendor Account Number.

    00:02:53 And we can say Select a vendor, over there. So when someone mouses over that, that's what

    will appear.

    00:03:04 We can also put a little bit heavier annotation on the screen in the form of a Sticky Note.

    00:03:11 And here we'll just say Vendor Info, and I've prepared that in advance here, and we'll just put

    some text into this note.

    00:03:24 And you'll see I've got a choice of Collapsed. I'm not going to collapse it first. And you'll see my

    Vendor Info comes in, I can display that there.

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    00:03:36 When I save it, this appears underneath, and if I selected that Collapsed button, it would start

    up this way but we'll have it go open.

    00:03:47 Let me go back into edit mode again. And we can also change the fonts on the screen, the


    00:03:57 Now, as you recall from theming, you can also change the fonts and the colors.

    00:04:03 And the way it works from a stratification standpoint, we take the transaction definition, then

    the theme and then anything you do in the flavor.

    00:04:12 So its important: If you know that you'll be using a corporate theme, you don't wantto change

    the fonts, the colors of any controls

    00:04:20 because then you'll overwrite what's coming in the theme. So, use your theme and then make

    your changes on top of it.

    00:04:26 In this case we are not going to apply the theme, so I will put some visual treatments on it.

    00:04:33 So over here, I've got Vendor. This is really the thing that someone needs to enter so what I'll

    do there is make the font bigger. Very intuitive.

    00:04:44 I can make it bold. And I can even choose a color for it. I'll choose one from our corporate

    palette so we know that we always stay on brand.

    00:04:55 So, we've now done that. In addition, you'll recall that, when you're in this transaction, if you

    want to go back to the main screen,

    00:05:05 you would need to do that. Maybe someone might want to log out from here when their work is

    done and not have to navigate so heavily around.

    00:05:13 So what we can do then is insert a different type of button, which we've not done before, which

    is a Menu Item Button.

    00:05:20 What this does is take anything that you would select from a menu. But instead of navigating

    through the tree, you'll do that once, assign it to the button and then it's done.

    00:05:31 So let's click on that, and we're going to Log Out. And over here, I'll pull it down, and these are

    all the choices that I would normally see on the menu.

    00:05:44 So I'll just go down to System, and it just passed, System/Log Off, and now I've got a button

    over there.

    00:05:59 I'll just put that right underneath here and line this up.

    00:06:10 We can also put some visual treatment on the button. We can give it a little bit of a background

    color. I choose a corporate red.

    00:06:21 And you'll notice I didn't change the font at all, the font color. And for readability reasons and

    accessibility, it automatically changed from black to white.

    00:06:34 So we've got some auto-contrast built in. Again, it's possible to overwrite it. If you want the

    letters to remain black, you would go back and do that.

    00:06:44 But once you set something in the system, it's going to stay, and if you change the color to

    something dark, you might have problems with readability.

    00:06:52 So it's best to plan ahead what your visual style and theme is going to be and then leave that


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    00:06:59 In addition, you can add some additional content to the screen. And in this case we'll add an

    HTML Viewer.

    00:07:08 And what this allows you to do is put external HTML content onto your screen.

    00:07:14 So this could be a PDF document that you want to embed that someone goes through.

    00:07:20 We've seen a customer embed some Environmental, Health & Safety report right there on the

    transaction screen so someone can go through.

    00:07:28 In this case we are going to embed a video which talks a little bit about this particular


    00:07:37 So, I have that saved, I'll paste that here, and I'll drag that down, and we'll have that on the


    00:07:49 We can make that a little bit bigger. And let me save and exit.

    00:08:01 And you'll see right there on the screen, we've got our Initial Screen, we've got the Vendor

    which we changed,

    00:08:11 we've got the new Log Out button, I've got a new mouse-over help to annotate. It now says:

    Select a vendor.

    00:08:20 I've got my Vendor Information annotation. All things to make the user more comfortable in the

    system and make it more intuitive.

    00:08:28 And I've got a YouTube video embedded in here and this is live. We can play it and we can

    learn a bit more about the importance of vendor master data.

    00:08:40 And that's playing through.

    00:08:44 So, to summarize: In this unit we've talked about how to add graphics to a screen, how to

    annotate screen elements either with the Tooltip or a Sticky Note,

    00:08:55 how to integrate Web content, applying a theme or using your own visual style to go with that.

    00:09:02 In the next unit we'll talk about how to combine information from multiple tabs. Thank you.

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    WEEK 2, UNIT 4

    00:00:09 Hello and welcome to our openSAP course on SAP Screen Personas. This is Week 2, and

    today we going to talk about Tab Merging.

    00:00:20 In order to merge tabs we of course need to have a scenario. So what we're going to do is

    we're going to look at transaction ie03,

    00:00:28 which is display equipment, and then bring that up as we speak - trying to bring this up as wespeak.

    00:00:35 And as you can see, we do have an equipment in here already, and the data that we are

    interested in on this specific equipment

    00:00:43 is actually spread between different tabs. So we have the Manufacturer data on the General


    00:00:52 We have the Location tab, and on the Location tab we care specifically about the address.

    00:00:57 And then it's very important in our organization that we do have organizational data maintained

    in the system.

    00:01:03 In our case this hasn't yet happened. So we need to wait for somebody to maintain that

    information for our large computer.

    00:01:11 Structure and SerData, we'll not really using that much. So we're going to just ignore that for


    00:01:18 So in order to make our life much easier and not have to switch between the General tab and

    the Location tab all the time,

    00:01:25 the idea is that we're going to move date from the Location tab to the General tab to make our

    life easier and restructure the screen a little bit.

    00:01:36 So, to do that we're going to create a flavor. I'm going to call that tabMerging and it is A Flavorwe're creating.

    00:01:55 I hit the Create button, and what the backend does now is it creates that flavor for us and

    allows us to start editing it.

    00:02:00 So we are transitioning into edit mode right now and we already talked about the fact that

    some of these tabs we don't really care about too much.

    00:02:10 So we're going to select the SerData tab first, and you can see that I am able to hide that tab. I

    can hit it and I am gone. And I can do the same with the Structure tab.

    00:02:19 I hit it and it's going to be removed from the system. Now if you try to select one of these tabs

    by double clicking it or clicking it to switch,

    00:02:28 you'll realize that you can't really do that. But you have the Hide option in here. In order to

    switch tabs you have to be in run time mode.

    00:02:32 So you have to leave edit mode again. So, we wanted to move something from the Location

    tab to the General tab.

    00:02:40 So we need to save and exit here. The two tabs are hidden and they will not show up in run

    time anymore.

    00:02:44 As you can see here, we now only have General, Location and Organization.

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    00:02:48 Now in order to switch the Location tab just click it in runtime mode and it switches over right


    00:02:53 And we can go back into edit mode, and once we are in edit mode, we can start moving

    elements around and move them outside of their tab container.

    00:03:02 Now as this comes up, of course the big question that always comes up is: Where can I put

    these elements?

    00:03:10 And the answer is pretty simple. You just put them anywhere on the user area where we can

    grab them later and move them to a spot where you would like to use them.

    00:03:17 So I'm just going to use the Address data, I'm just going to move it straight out to the user


    00:03:23 And if you do that, make sure you watch for that little dot pattern to appear. Because if you

    move it to the user area and you see that dot pattern appear,

    00:03:29 then you know that you are actually dropping it really onto the user area and not in a group box

    or any container that is showing at that spot.

    00:03:35 Because if there is a group box, for example, that group box would only have the dotted


    00:03:42 But, if you see the dotted pattern cover pretty much the entire blue area of the screen, then

    you're dropping down the user area.

    00:03:46 We're going to do that right now, and as you can see, the backend is actually processing this.

    The data is being moved out of the tab,

    00:03:55 and the rendering is happening as we speak. Now we don't need the Location tab anymore

    after this.

    00:04:02 But we're going to hide that once we are on a General tab. We are going to save and exit here.

    00:04:07 And you can see that the data shows in the user areas so we have successfully moved

    elements from the Location tab out to the user area.

    00:04:16 Now, we are looking at the General tab. We are switching tabs and, as you can see, the

    Address information is actually still rendered on the screen.

    00:04:23 So, the information is available on the Location, there it was originally. Location tab is now

    available to us even if we are on the General tab.

    00:04:32 But in order to clean this up a bit, we are going to move it into the General tab. So we're going

    to go back in the edit mode and we're going to grab our Address information

    00:04:38 and going to move that over. And then, if you realize it takes a slight bit longer for the editor to

    come up when we're doing tab merging,

    00:04:47 but just because it actually has to process that move of controls and make sure that the data is

    actually applied on the right control.

    00:04:55 So, what we do is we grab the Address information and we're going to move that back into the


    00:05:01 And there it's again very important that you look for the dot pattern to appear and to cover the

    entire content of that tab, not only one of those specific groups.

    00:05:10 So if you move too close in this case to the Manufacturer data, what's going to happen is that

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    the dot pattern will only cover that

    00:05:16 and you would be dropping it into that area. So you see, if I move this up, the dot pattern only

    appears inside the Manufacturer data group box.

    00:05:26 And we don't want that to happen because otherwise it would turn into a scrolling box and it

    would not be the pretty experience we are looking for.

    00:05:33 So, we're going to move this lower now and drop it onto the tab strip. I'm going to release it


    00:05:42 And the backend is again processing that request. And you see that the data is actually

    showing up at the right spot, right there.

    00:05:50 What we want to do now is we want to hide the content of the Location tab, no, the Location

    tab itself.

    00:05:59 So we're going to select Location tab here and hit the Hide option, and the tab is gone. We're

    going to do Save and Exit.

    00:06:05 And if everything works as expected, we will see the Address data showing up on the General

    tab and we don't see the Location tab anymore.

    00:06:12 So, in doing that we have streamlined the experience, and it is much easier to select the

    elements and I don't have to manually switch between the tabs anymore.

    00:06:21 So I saved myself a click. Now I still have to scroll but I want to fix that in a second by actually

    getting rid of the entire tab container.

    00:06:28 Now, one important question that always comes up when we look at tab merging is that you

    see that the Address data shows up slightly after the rest of the data.

    00:06:39 And I can show you why that is. I'm going to go into the Chrome developer tools. They come

    up if you hit F12.

    00:06:46 And what I'm going to do now, I'm going to switch back to our original screen with all the

    element on it.

    00:06:53 I'm going to look at the data that is being processed. So as you can see, there is a request

    coming from the backend.

    00:07:01 We receive 343 KB of data in 695 milliseconds. And we see a single request.

    00:07:11 If we do our tabMerging flavor and go back here, we see that there are actually two new

    requests added.

    00:07:19 One is for 344 KB and takes 753 milliseconds. So that is the flavor information plus the original

    screen being sent.

    00:07:30 Additionally we see a second request that is happening right after, where we're getting 44.6 KB

    from the backend in another 700 milliseconds, 690 specifically in this case.

    00:07:39 So what is happening here is that first we get the information for this specific flavor that tells us

    which tabs are hidden,

    00:07:48 and then it also tells us the Address data has to be shown on the General tab.

    00:07:52 And what happens during rendering time is that the system identifies that it has to grab the

    Address data from the backend

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    00:07:59 and trigger a tabs switch there, grab the data and come back. And that's what these 44.6 KB


    00:08:07 the switch of the tab and grabbing that information. So when you do a tab merge, always be

    conscious of the amount of data you're moving between tabs.

    00:08:15 So if you have, for example, a very large table, then it will take a quite a bit of time to serialize

    all that data, move it over and then re-render it.

    00:08:25 So, it helps a lot if you use table variants or can avoid moving tables altogether.

    00:08:29 The other important prerequisites for tab merging to work is that you need to have the ability to

    switch between the tabs freely.

    00:08:36 And there must not be any pop-ups coming up, any confirmation dialogues, that there is a

    specific sequence in which the tabs need to be executed,

    00:08:46 that is not supported either. So the display transactions usually work very well; in the change

    or create transactions you have to be very careful

    00:08:58 to look for those specific cases and make sure that your prerequisites are met so that the tab

    merging algorithm can actually kick in and work successfully.

    00:09:06 So, now we've been able to merge tabs and have moved the content between two tabs and

    have seen the amount of data that actually creates.

    00:09:15 Now, what we're going to do is we're going to do another little more aggressive demo.

    00:09:19 And we're going to create a new flavor, and I'm going to call that noTabs. That is openSAP 2.4

    Unit, and I say Create.

    00:09:32 And we're going to create this flavor based on our original screens, we're going to get all our

    hidden tabs back.

    00:09:38 And now I can start moving elements between the tabs. So what I'm going to do is I'm going to

    grab the Manufacturer data,

    00:09:46 I'm going to move that just to the user area, right here. And I'm going to go over and do save

    and exit and grab the Address information from Location tab.

    00:10:02 Switch over to the Location tab and say Edit Flavor. And I'm just going to go and grab the

    Address information

    00:10:15 and put that on the screen directly under the user area.

    00:10:25 You see that I'm going to move that up here and just let it sit there.

    00:10:37 And with that I am going to wait for the tab merge kick in again and then do save and exit.

    00:10:44 I 'm going to switch over to the Organization tab, and from here we're going to grab the


    00:10:55 And I say Edit Flavor, and then you see that all the different elements from the other two tabs

    are actually rendering on the screen and we can move them and position them as you have


    00:11:07 And what we are interested in is the Responsibilities from right there.

    00:11:17 So, we are going to go and grab that, move that right here underneath the Address.

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    00:11:23 Then again you have to make sure that you are not dropping it accidently in the Address data

    group box

    00:11:29 but that you are putting it on the user area. So always watch for those little dots.

    00:11:36 What I'm going to do is release it on the user area. And finally we're going to select our

    container here,

    00:11:45 and we're going to say Hide. We're going to remove the entire tab strip container, it is entirely


    00:11:50 I'm going to grab the Manufacturer data and I want to move that right here to the left.

    00:11:58 I position it right where the tab strip used to be. Now we're going to do save and exit.

    00:12:08 And as you can see, we have now created a flavor that has the information from all these

    different tabs showing up simultaneously on the screen.

    00:12:15 So, there is no need for me to ever switched tabs anymore. I have all the data at my fingertips.

    00:12:20 And I can now spend some time doing the visual clean-up on this. But what I want to show you


    00:12:26 we can have another look at the amount of data being transferred. And we do the same thing

    we did before.

    00:12:32 I'm going to open the Chrome developer tools by pressing F12 and then I'm going to go and

    switch flavors.

    00:12:38 I'm going to switch to our original screen flavor, and we are watching the data that is coming

    from the backend.

    00:12:44 And you see its 340 KB of data in 1.17 seconds. Now I'm going to switch back to our noTabs


    00:12:55 and we can see that there are actually two requests happening. The first one was for 301 KB

    of data,

    00:13:03 the second one is for 72 KB of data. So in general, we did two requests. They took a little

    longer than the regular screen coming up, but not a whole lot.

    00:13:14 We've got the data from the different tabs and our end users don't have to click between them.

    00:13:18 If you watch very carefully as this flavor switch happens, you might have realized that these

    little boxes are actually rendering at different times.

    00:13:26 So based on that information you can see which data is actually pulled from the backend in

    this second request.

    00:13:34 So if you take this over now and switch back, just watch very carefully how these group boxes


    00:13:41 As you can see some of the data is there right away and the other two data points are being

    added just a slight bit later.

    00:13:48 And that is exactly how tab merging works. And with that, let me go back to our slide deck and

    talk about how this works.

    00:13:58 So, we've talked about hiding unused tabs, we've talked about how we can combine

    information from multiple tabs, and how we can remove tabs whenever possible.

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    00:14:06 What's very important is that this only works if you can freely move between the tabs on a

    single screen. So this is not work across transactions or across screens.

    00:14:15 If you have the data on a screen and you have a tab container and you can switch between the

    tabs without any pop-ups coming up, then you are golden.

    00:14:23 If you have a scenario in which there is data coming up, pop-ups where you actually go to a

    different transaction in between, we can't help you with just doing drag and drop.

    00:14:32 We have scripting for that, and there is demos and units on this as well.

    00:14:39 So with that, that was the summary of tab merging and the next unit is about how to get

    additional information if you run into issues, how to get help.

    00:14:46 Peter is going to cover that next. Thank you.

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    WEEK 2, UNIT 5

    00:00:09 Hello and welcome back to the openSAP course on SAP Screen Personas. We are in Week 2,

    Unit 5 and today we are going to talk about Getting Help.

    00:00:21 In the course of simplifying the screens you may find that you run into difficulty, you need some

    additional information about how to do something

    00:00:29 or you get stuck somewhere, and that's okay, and that is part of the process.

    00:00:34 The good news is there are many ways to get information from inside of SAP Screen


    00:00:41 We've got an extensive Wiki and Knowledge Base with either detailed articles on specific

    items, we've got video tutorials,

    00:00:51 we've got a lot of information on SCN and, if all of that doesn't work, you may need to report an


    00:00:59 And what I'm going to do in today's session is walk you through each of those, so you'll know

    where to find the information and navigate all these systems.

    00:01:09 So the first thing is: If you are in the product you can always access help. And, you may think it

    is very obvious and you just click on the question mark here,

    00:01:21 but that is, in fact, incorrect. This is the Help related to the GUI that you are in.

    00:01:27 If you want help for SAP Screen Personas, you need to open the flavor bar and here is our

    Help button.

    00:01:35 When you click on that, we've got a Quick Start Guide and an Online Help Guide. So let's take

    a look at what you are going to find in each of those.

    00:01:42 When you go to the Quick Start Guide we've got help on a huge variety of topics,

    00:01:48 and each of these, Migration, Scripting and so on. So, we choose something such as Scripting.

    When we go in, you'll see there is a lot of information in here:

    00:02:00 How-to videos for basic If statements, Copy and Paste, Sales Order Lookup,

    00:02:09 all the typical things that you do in the course of simplifying a flavor, and that is all accessible

    through that Help information up top.

    00:02:19 And there is a number of topics there, as you can see, if we go back, we have some

    introductory things,

    00:02:29 tables, theming, many of the topics that you are hearing about in this course. If you forget what

    you have learned, you can come back and retake the course

    00:02:37 or you can go to a very focused topic with a tutorial video inside of the product itself.

    00:02:46 And if we go back here, the second link, to the Online Help Guide, takes you into our

    Knowledge Base.

    00:02:54 And if you click on the Knowledge Base, you will see, there is a number of very specific articles

    on different topics that might interest you:

    00:03:04 Debugging options, function calls, scripting, and one I'd really like to highlight is the Pre and

    post installation Checklist.

    00:03:13 This is one of the most critical areas for getting started properly with Screen Personas.

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    00:03:19 And you 'll see here, we 've got a compatibility matrix for you that talks about which kernels,

    which bases you need in order to move forward,

    00:03:30 and we've got some pre-installation steps related to the kernel, the notes that you need to

    install, the key motive notes that list everything important.

    00:03:41 And this is on place you'll always want to go to. Before you move forward you want to make

    sure everything is working smoothly.

    00:03:47 And we also have a health check built into the tool that will tell you that everything is configured


    00:03:59 If you can't find what you need from the Wiki or the Knowledge Base, there is always SCN. So

    let's take a look at that.

    00:04:06 And we've got a Getting Started page on SCN. I'll show where to find that if you don't have it


    00:04:14 And this has lots of information about Screen Personas 2, Screen Personas 3. We always

    keep it up to date.

    00:04:22 You'll see demo videos, training content, a lot of information about the product, as we

    introduce new releases, new service packs and so on.

    00:04:32 All of that is going to be here on SCN. Since SAP Screen Personas is built into the WebGUI,

    all of our information is in the SAP GUI space.

    00:04:45 So, if you navigate to SAP Community Network and go to the SAP GUI space, you'll find all

    things on Screen Personas in there.

    00:04:55 And if you wanted to find the Getting Started information, if you just go to Content and type

    'getting started',

    00:05:05 the Screen Personas page will generally appear at the top of the list. This is also a great placeto look for information if you have questions about something you're doing.

    00:05:17 Maybe you are trying to do something on transaction xk01, you can type that in there, and

    you'll see a discussion how to simplify transaction on that.

    00:05:27 And really anything you are interested in, scripting is another very popular topic, and you can

    see we've got some block posts:

    00:05:36 Calling RFCs from a script, Data caching, all kinds of information. So all you need to do is go to

    the search box and inside the Content tab,

    00:05:45 and you should be able to navigate very quickly and easily to get there. If for some reason you

    forget where is this thing on SCN,

    00:05:55 you can also go to, which will take you to a page inside of SAP

    Community Network,

    00:06:08 and these Quick Links here will take you to either the SAP GUI page right at that top level that

    we just saw,

    00:06:15 or the technical resource page which was where all that Getting Started content is based.

    00:06:24 If you've looked for help in the Wiki and can't find what you need, if you've looked on SCN and

    you are stuck with the product,

    00:06:33 then it might be sometime that's time to open an incident report and tell us what's wrong, so we

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    can help you.

    00:06:40 The first thing to do is make sure if the problem is with SAP Screen Personas or if it's not.

    00:06:52 So a lot of times what we'll recommend you is try the transaction in the WebGUI without SAP

    Screen Personas.

    00:07:00 Why would we suggest to do that? Well, since SAP Screen Personas is built into the WebGUI,

    these things are very tightly linked.

    00:07:07 We've got the Personas Add-on, we've got the kernel, and these pieces need to work together.

    00:07:12 And they do work together but it's important to know which component is causing you trouble.

    00:07:19 So if you try the transaction in the WebGUI and it doesn't work, then you figured out this is

    something with rendering in the WebGUI and it doesn't have anything to do with Screen


    00:07:29 If it works in the WebGUI and it doesn't work in Screen Personas, that helps us isolate what

    the problem is. So we can help you sooner.

    00:07:37 If you do need to open an incident, that is something you are going to do through our Support

    Portal, just,

    00:07:46 and you would click on Report an Incident over here. Before you do that there's certain

    information that we need from you,

    00:07:56 and I'm going to show you how to find that. We obviously need to know what are you trying to

    do. So, please describe the problem carefully:

    00:08:04 If you've got screenshots, what do you trying to do, what is the expected behavior and what

    are you seeing instead.

    00:08:12 And also we, of course, need to know what version of the product do you run.

    00:08:18 And the way to find that is over here in System, Status, and there is a couple of things we'll

    need to know.

    00:08:26 One is, what version are you running, what is the basis. And you can find that by clicking on

    this component information.

    00:08:35 So here, we're on the 740 basis, service pack 5. In addition, we always need to know what

    version of the kernel you are running,

    00:08:46 and that is also on the same status menu, but down here. So I click on Kernel Information and

    will get a pop-up.

    00:08:54 Here we are running 742, patch level 36. When we say, please update the kernel, this isgenerally what's going to increment as it goes up: 36, 37,

    00:09:07 and when we jump to a new number like 100 or 200, that is a stack kernel that's undergone

    special quality testing.

    00:09:16 We typically will do that a couple of times a year to make sure that all the changes are working

    well together, and then we 've got a stable platform

    00:09:24 which we can build on going forward. So again, we need the basis that you are on, the kernel,

    what patch level, screen shots,

    00:09:37 and then it's also important to include the component. So it gets routed to the correct

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    00:09:43 If it is a problem with SAP Screen Personas, you need to include BC-PER, Basis Component-

    Personas, that's what is that stands for, so BC-PER.

    00:09:59 And then that will go to the support team, and we can get you going right away. So we talked

    about the Wiki, SCN and how to report an incident.

    00:10:16 The information you need is inside the System, Status button.

    00:10:22 So, wrapping up Unit 5: We talked about how to access the Help from inside of Screen


    00:10:32 Always click the P to get the pull-down and then click on the Help button there. We've got the

    Knowledge Base of very targeted articles as well as all the tutorials.

    00:10:42 We 've got a big source of information on SCN, a lot of discussions. You can open a question

    there and have other experts from other companies

    00:10:52 give you insights on what they've done and, if all else fails, you can open an incident through

    00:10:59 And make sure you include the component BC-PER as well as what version you are running of

    both, SAP and the kernel.

    00:11:09 That concludes Week 2. Next week we're going to talk about scripting. So up until now we've

    done a lot of modifications to the screen:

    00:11:21 Themes, simplifying transactions, merging information across tabs. We still haven't done any

    automation through scripting.

    00:11:28 That is where the real power lies and that's what we're going to start in the next week. Thank

    you very much.

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