Backend Personalization - How to Guide “Table of Contents + Introduction * Release Relevance + How to Use How to Use at SAP * How io set Personaization options * ‘Howto sat on User level * How to sat on Business Role Customizing level * How to ston PFCG Rola level * How to sat on Systom wide evel ‘+ How io delete Personalization options * How to delete in SPERS_MAINT * How to delete in Business Role Customizing + How to delete personalization ofall users + Personalization parameters list, © How t Use at Customer Site Example FAQ) Related Architecture Responsible Introduction ‘The Web UI Framework provides the means to setts personalization options from the backend, ether through the ansaction SPERS_MAINT or via Business Role Customizing, At runtime, the framework will check on four levels one by one antl & finds a value fora given personalization option: On User eval, st via SPERS_MAINT or via the Web Ul (On Business Role Customizing selva the PARAMETER Function Profle. 1 2 3. On PFCG Role level. Tha PFCG Role associated tothe curent Business Role willbe checked in SPERS_MAINT. 4 On Systom level, sat via SPERS_MAINT Release Relevance ‘+ WEBCUI EnP3 (Avalable as Note 1701996 for eartior releases. Not al personalization parameters are present in earlir releases.) How to Use How to Use at SAP How to set Personalization options How to set on User level 1. Open transaction SPERS_MAINT 2 Select the checkbox User 43. Enter te user name 4. Click on Edt Objects inthe toolbarDescrinton Area Menu Editor Settings Seitngs for Business Partner Maint RM Personaleation: Disebing of Sm. RH frameviork accessislity mode fag ‘kn color defintion (RM UI No-EFfects Mode RM ckin chosen by the user ‘WebClent UE: Message bar preview | User Sattngs Persoralzaton Objact for License A. NPADPS: Custorrizng settings for W, MPS: Attributes MPS: Authorvation Level MPS: Descrptor RPS: Assgned Distribution Lists Favorites h the 61 Data Warehoush, SEM-BPS : Default Profle for Intl S SEM-BPS: The Set Framework Mode SEM Panning Applications: Main Plan, SAP Master Data Governance UPK_EXEC: General Parameters Settngs for CCMS_ICONVIEW inter. Sottngs for Intomat sorvice COMS_, User Settings for Template Catalog Personalization objact key AREA_MENU_SETTINGS BUPA_DIALOG_JOEL x ‘CRM_PERS_SVHH_DISABLED (RM_THTMLB_PERS_ACCS (CRM_THTMLB_PERS_COLOR (CRM_THTMLB_PERS_NOEF (CRM_THTMLB_PERS_skIN CRM_THTMLE_PERS_TOAST ISSUE_USER_SETTINGS LAW_PERS NIB_WORKELOW_ALERT_SETTINGS RWPS_ATTRIBUTE RWPS_AUTH_LEVEL RMPS_DESCRIPTOR RWPS_DISTRIBUTION UST RS_BIDWB_ FAVORITES R_BPS_DEFAULT_PROFILE R_BPS_FW_NODE RBPS_UPE_MAIN_AREA R_FMDM_MODEL R_UPX_EXEC_GENERAL SAL_SETTINGS_4_COMS_ICONVIEW SAL_SETTINGS_4_COMS_PERFCHART ‘SAP_HRHAPOO_CATALOG ‘Once on the Edit personalization objects screen: 1 2 3 4 How to set on Business Role Customi: 1 2 3 4 5. 6 Double cick onthe Personalization abject you want to moskty Entor the valu, use the F4 help of follow the on sereen instuction nee done, cick Enter Click Save Open transaction SPRO ing level Goto Customer Relationship Management > U! Framework > Technical Role Defniion > Define Parameters Select the Profle name associated fo your PARAMETERS Function Profile Double eck on Parameter Assignment Click on New Ents inthe toolbar ‘Ads the Param Personalization parameters ist Give a value to your parameter Click Seve How to set on PFCG Role level 1 2 3 4 Open transaction SPERS_MAINT Select the chackbox Role Eni Glick on Ede Onjects inthe toolbar corresponding tothe Personalization option you want to set, You can find thelist and the mapping below in the the PFCG Role name associated othe Business Rola you plan tose5, See Howto st on User level on how to handle the Edit personalization abjects screen How to set on System wide level 1. Open transaction SPERS_MAINT 2 Select the chackbox Systm 3. Click on Edt Objects inthe toolbar 4 Soe How to sat on User level on how to handle the Edt personalization objects screen How to delete Personalization options Itis nol enough to delete the value of a personalization option, as the framework checks f the option is assigned a alto a given level. This is handle this way because for some Personalization options, te nial value has a meaning, How to delete in SPERS_MAINT 1. Goto the Edt personalization objects screen of the personalization level you want fo reset (User, Role or System). Sea How fo set on User level Select the Personalization option you want o reset 2 43. Click Reset Values on the toolbar 4 Click Save How to delete in Business Role Customizing Open transaction SPRO Goto Customer Relationship Management > U! Framework > Technical Role Defniion > Define Parameters Select the Profle name associated fo your PARAMETERS Function Profle Select the Parameter(s) you want o got i of Click Delete in the toolbar Chick Save 1 2 3 4. Double eck on Parameter Assignment 5. 6 7 How to delete personalization of all users if you want to delete the personalization of a parameter of althe users al once, you can da so by manually deleting all he entries in table 'SPERS_O8J. Ensure that you speci fo dal (found i the iablebolow) ofthe porsonalzation that you wan i be cleared Personalization parameters list the entrias where the PERS_KEY = XXX. XXX should be replaced wth the Personalization Key Personalization Key Equivalent BRC Key Description Comments CRM_CONFIG MODE_ENABLED —_ PERS_CONF_ MODE cr True (X!) or Configuration False (inal) Mode Enabled WOF_DDLB_KEY PERS_ODLB_KEY CRM framework True (X) or DDLB Keys False (intial) shown in Dropdown lists flag \WCF_DDLB_SORTING PERS_DDLB_SORTING CRM framework | DEFAULT DDLB Sorting (ina), Orderwithin KEY. Dropdownlists | VALUE WOF_TAB_CHAIN PERS_TAB_CHAIN Enabling of Tab True (X) or Chain Definition False nial) bythe user WCF_TAB_CHAIN_NO_VALUE HELP | PERS_TAB_CHAIN.NO_VH Tab chain True (X!) or definition without False (nial) value help(CRM_THTMLB_PERS_NOEF na CRM_PERS_SVH_DISABLED PERS_SVH_DISABLED WeF_TAG_cLoUDs PERS_TAG_CLOUDS \WCF_FAV_POPULAR_NER PERS_FAV_POPULAR_NBR WOF_FAVORITES PERS_FAVORITES (CRM_THTMLB_PERS_ACCS PERS_ACCS (CRM_THTMLB_PERS_COLOR PERS_COLOR (CRM_THTMLB_PERS_SKIN PERS_SKIN (CRM_THTMLB_PERS_TOAST PERS_TOAST CRM_PERS RECENT OBJECTS PERS_RECENT_OBJECTS How to Use at Customer Site ‘See Howto Use at SAP Example FAQ cRMul No-Effects Mode cw Personalization Disabling of Smart Value Help Disabling Tag Clouds feature Number of popular tags to Sisplay EnabingiDisabing offavortae features (CRM framework accessbilly made flag ‘Skin color definition (CRM skin chosen bythe user WebCient Ur: Message bar preview indicator Personalized Settings for Recent Objects + 0: In what order dos the system check fora personalization setting? ‘A: The system vill check for he personalization settings in tis order 4. On Userlovel set via SPERS. MAINT or va the Web Ul 2. On Businass Role Customizing via the PARAMETER Function Profie, True (X!) or False (rial) True (X!) or False (intial) True (X!) or False (rial) Integer between 1 and 255 True (X!) or False (intial) True (X!) or False (rial) Hexadecimal cer value wih no # in front ‘Skin name True (X!) or False (rial) Integer between 1 ‘and.255 Not applicable to Role or Business Role personalization fs the visual effct modes ‘hacked al runtime Before Role {termination ‘Theta is also a dass limit defined asa conetant which ‘verges the lit of 255. 3. On PCG Rolo evel. The PFCG Role associated Io the curent Business Role will be checked in SPERS_MAINT. 4. On Systom level, sot via SPERS_MAINT + 0 On the User eval, | removed the setting from my personalization, bu the system is using the Business Role or System settings to load the personalization, wy? ‘8: Remember that there isa ference betwoen making a bank enty for your personalization or clearing the data. Ifyou have aseting and you simply uncheck hat setting, it does not clear the dala. I simply means that you do not want that seting tobe enabled. If you want lo clear your settings, flow the steps above for How to delete Personalization options Related Architecture