SAP Persona Master - Guide - V - 1 - 3

Master Guide
Document Version: 1.2 2014-05-08

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SAP Screen Personas 2.0 SP02
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2013 SAP AG or an SAP affiliate company. All rights reserved.
Typographic Conventions
Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles,
pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions.
EXAMPLE Technical names of system objects. These include report names, program names,
transaction codes, table names, and key concepts of a programming language when they
are surrounded by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages,
names of variables and parameters, source text, and names of installation, upgrade and
database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they
appear in the documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters
with appropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F2 or ENTER .
Document History
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2013 SAP AG or an SAP affiliate company. All rights reserved. 3
Document History
Version Date Change
1.0 2013-07-31 First release
1.1 2013-08-23 Authorization and Role information included
1.2 2013-10-25 SP01 Version
1.3 2014-05-08 SP02 Version
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Table of Contents
Table of Contents
1 Getting Started ........................................................................................................................................ 5
1.1 About this Document .............................................................................................................................................. 5
1.2 Related Information ................................................................................................................................................. 6
1.2.1 Planning Information .............................................................................................................................. 6
1.2.2 Further Useful Links ................................................................................................................................ 7
1.2.3 Related Master Guides ........................................................................................................................... 7
1.3 Important SAP Notes .............................................................................................................................................. 8
2 Solution Overview ....................................................................................................................................9
2.1 Software Units of SAP Screen Personas 2.0 ........................................................................................................ 9
2.2 System Landscape ................................................................................................................................................ 10
2.2.1 SAP Screen Personas based on Silverlight......................................................................................... 10
2.2.2 SAP Screen Personas based on HTML ................................................................................................ 11
2.3 Authorization and Role Concepts - HTML ........................................................................................................... 12
2.4 Overall Implementation Sequence ....................................................................................................................... 13
3 Business Scenarios of SAP Screen Personas 2.0 ................................................................................ 14
3.1 UI Customization ................................................................................................................................................... 14
4 Solution-Wide Topics ............................................................................................................................. 15
5 Security Considerations ........................................................................................................................ 16
5.1 Fundamental Security Guides .............................................................................................................................. 16
5.2 Security-Relevant Logging and Tracing .............................................................................................................. 16
5.3 Dispensable Functions with Impacts on Security ............................................................................................... 16
6 Operations Information ......................................................................................................................... 17
6.1 Administration and Management ........................................................................................................................ 17
6.1.1 Periodic Tasks ....................................................................................................................................... 17
6.1.2 User Management ................................................................................................................................. 17
6.2 Software Change Management ............................................................................................................................ 18
7 References .............................................................................................................................................. 19
8 Media List .............................................................................................................................................. 20
9 Release Availability Information ........................................................................................................... 21
Getting Started
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1 Getting Started
1.1 About this Document
Purpose
This Master Guide is the central starting point for the technical implementation of the SAP Screen Personas
solution. You can find cross-scenario implementation information as well as scenario-specific information in this
guide.
Note
The central starting point for the technical upgrade of your SAP solution is the Master Guide, which you
can find on SAP Service Marketplace at http://service.sap.com/instguides.
Use the Master Guide to get an overview of SAP Screen Personas, its software units, and its scenarios from a
technical perspective. The Master Guide is a planning tool that helps you to design your system landscape. It
refers you to the required detailed documentation, mainly:
Installation guides for single software units
SAP Notes
Configuration documentation
SAP Library documentation
The Master Guide consists of the following main sections:
Section 1, Getting Started
This section explains how to use this document and related information (documentation and SAP Notes) that
is crucial to the installation of the solution.
Section 2, Solution Overview
This section provides essential information about the supported scenarios, the installable software units, the
software component matrix, and how to plan your system landscape.
Section 3, Business Scenarios of SAP
This section contains information about the supported business scenarios and processes. This section also
provides links to the relevant configuration documentation that is provided via SAP Solution Manager.
Section 4, Solution-Wide Topics
This section contains information about the Solution Manager content for the solution.
Section 5, Security Considerations
This section provides an overview of the security considerations that are specific to the SAP Screen Personas
solution.
Section 7, References
This section lists of the SAP Notes and documents that are mentioned in this Master Guide.
Section 8, Media List
This section contains information about where to find the software and documentation download packages.
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Getting Started
Section 9, Release Availability Information
This section contains information about the available software releases, required base software, and other
availabilities regarding SAP Screen Personas.
Note
You can find the most current information about the technical implementation of SAP Screen Personas
and the latest installation and configuration guides on SAP Service Marketplace at
http://service.sap.com/instguides.
We strongly recommend that you use the documents available here. The guides are regularly updated.
Constraints
The business scenarios that are presented here serve as examples of how you can use SAP software in your
company. The business scenarios are only intended as models and do not necessarily run the way they are
described here in your customer-specific system landscape. Ensure to check your requirements and systems
to determine whether these scenarios can be used productively at your site. Furthermore, we recommend
that you test these scenarios thoroughly in your test systems to ensure they are complete and free of errors
before going live.
This Master Guide primarily discusses the overall technical implementation of SAP Screen Personas rather
than its subordinate components. This means that additional software dependencies might exist without
being mentioned explicitly in this document. You can find more information on component-specific software
dependencies in the corresponding installation guides.
1.2 Related Information
1.2.1 Planning Information
For more information about planning topics not covered in this guide, see the following content on SAP Service
Marketplace:
Content Location on SAP Service Marketplace
Latest versions of installation and upgrade
guides
http://service.sap.com/instguides
General information about SAP Screen
Personas (for example, guide documents
such as Master Guide and Application
Operations Guide)
Focused Business Solutions
SAP Screen Personas
SAP Screen Personas 2.0
Application help for SAP Screen Personas http://help.sap.com/personas
SAP Business Maps - information about
applications and business scenarios
http://service.sap.com/businessmaps
Getting Started
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Sizing, calculation of hardware
requirements - such as CPU, disk and
memory resource - with the Quick Sizer
tool
http://service.sap.com/quicksizer
Released platforms and technology-
related topics such as maintenance
strategies and language support
http://service.sap.com/platforms
To access the Platform Availability Matrix directly,
enter
http://service.sap.com/pam
Network security http://service.sap.com/securityguide
High Availability http://scn.sap.com/docs/DOC-7848
Performance http://service.sap.com/performance
Information about Support Package
Stacks, latest software versions and patch
level requirements
http://service.sap.com/sp-stacks
Information about Unicode technology http://scn.sap.com/community/internationalization-
and-unicode
1.2.2 Further Useful Links
The following table lists further useful links on SAP Service Marketplace:
Information about creating error messages http://service.sap.com/message
SAP Notes search http://service.sap.com/notes
SAP Software Distribution Center (software
download and ordering of software)
http://service.sap.com/swdc
SAP Online Knowledge Products (OKPs) role-
specific Learning Maps
http://service.sap.com/rkt
1.2.3 Related Master Guides
This Master Guide is based on Master Guides for cross-industry applications. You can find more information
about the relevant applications in the following documents:
Title Location
SAP NetWeaver http://service.sap.com/instguides
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Getting Started
Title Location
SAP NetWeaver
1.3 Important SAP Notes
You must read the following SAP Notes before you start the installation. These SAP Notes contain the most recent
information on the installation, as well as corrections to the installation documentation.
Make sure that you have the up-to-date version of each SAP Note, which you can find on SAP Service Marketplace
at http://service.sap.com/notes.
SAP Note Number Title Description
1776739 Installation Note for SAP
Screen Personas 2.0
This note lists the Prerequisites
and related details about
Installing SAP Screen Personas
2.0.
1848339 Installation and Upgrade note
for SAP Screen Personas
(Silverlight)
This note contains information
on the steps for installing and
getting started for both new
and existing customers.
1885334 Feature List for Silverlight This note contains information
related to the modifications
made to some of the features in
SAP Screen Personas
Silverlight 2.0.
1964257 Cumulative patch release for
the SAP Screen Personas
Release 1.0/ Release 2.0
This note contains the latest
patches that are available for
the supported Personas
releases
1869640 Client copy of Personas
delivered customizing
After Personas installation, all
the SAP delviered customizing
is present in client 000
Solution Overview
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2 Solution Overview
SAP Screen Personas 2.0 has two components namely, SAP Screen Personas based on Silverlight and SAP
Screen Personas based on HTML.
SAP Screen Personas based on Silverlight provides a simple, drag and drop approach to personalize SAP GUI
screens to make them more usable as well as more visually appealing making use of existing DynPro business
logic and without any additional programming. It allows creating flavors for transactions; group them into logical
groups, and assign them to different user groups of the enterprise. The solution provides means to define system
landscape, so that flavor maintenance for GUI screens in SAP transactions that span across multiple systems can
be administered centrally.
SAP Screen Personas based on HTML provides the flexibility to customize and transform the organization-
specific SAP screen to suit their business needs. It gives you the ability to meet the need for rapid screen changes,
delivering improved user experience and increased work efficiency.
2.1 Software Units of SAP Screen Personas 2.0
The following software units are of relevance when setting up the solution:
SAP NetWeaver 7.0 or enhancement packages of 7.0
SAP Kernel
The solution is based on ITS (Internet Transaction Server) of SAP Kernel and hence requires SAP Kernel with
release 721 or release 740 or higher as installation basis.
SAP Basis (SAP_BASIS)
The solution is an add-on and hence relies on any of the below mentioned Software components as
installation basis:
Component Release Support Package
SAP_BASIS 700 SAPKB70024
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Solution Overview
2.2 System Landscape
Since there are two components to this solution, the system landscapes for both the components of SAP Screen
Personas 2.0 are given below.
2.2.1 SAP Screen Personas based on Silverlight
There are two types of system landscape for this solution.
Single System Landscape (Minimal System Landscape)
In this scenario, there is only one system in the system landscape. The add-on is installed on the same system.
When a user launches Personas in a web browser, the request is received and processed by this system. Flavors
can be created for any GUI transaction in this system and assigned to users/groups.
Figure 1
Multiple-System Landscape (Productive System Landscape)
In this scenario, there is more than one system in the system landscape. The add-on can be installed on one of the
systems, which then becomes the main system for Personas. When user launches Personas, in a web browser,
the request is received and processed by the main system. On successful login to the main system, a system
selection page is presented with all the systems in which the user has a user profile created. The user can select
the system and login to it. Users can then create flavors for transactions in any of the connected system including
the main system. However, all master data related to Personas like Groups, User profiles, Flavors etc. are stored
in the main system.
Solution Overview
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Figure 2
2.2.2 SAP Screen Personas based on HTML
Figure 3
The SAP Screen Personas 2.0 is an add-on installed on the system that needs to support personalization of
Dynpro screens. The UI is rendered on the client browser by SAP GUI for HTML (ITS). The ITS routes all requests
for flavor retrieval and updates to this add-on via the GUI Manager that is part of SAP Basis. The ITS also interacts
directly with SAP Screen Personas add-on for retrieval of media files.
Note:
Currently, SAP Screen Personas 2.0 HTML version is only supported on SAP Basis 740 or above.
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Solution Overview
The following are the only browsers supported for SAP Screen Personas HTML version:
o Internet Explorer 9 and 10 (Note: IE should run only in standards mode. Compatibility / Quirks mode
is not supported)
o Chrome (use latest version - version 26 or above)
o Firefox (version 20 or above)
2.3 Authorization and Role Concepts - HTML
SAP Screen Personas 2.0 HTML will be enabled for a user, only when the relevant authorizations using the PFCG
transaction are provided. This is essential as without the necessary authorizations, the solution is not enabled for
a user. For more information on Authorization and Roles, refer to the Configuration document provided on the
help.sap.com.
Solution Overview
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2.4 Overall Implementation Sequence
Purpose
The following table describes the overall installation sequence for SAP Screen Personas 2.0. This table contains
all available software units.
Process
Implementation Sequence
Step Action
[Required Documentation]
Remarks/Subsequent Steps
1 Installation of Kernel 7.21 Kernel 7.21 is pre-requisite for SAP
Screen Personas.
2 Installation of SAP Personas 2.0 Addon This step installs the SAP Screen
Personas 2.0 solution
3 Installation of relevant notes
4 Activation of SAP Screen Personas 2.0 (HTML)
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Business Scenarios of SAP Screen Personas 2.0
3 Business Scenarios of SAP Screen
Personas 2.0
The following business scenarios are available for SAP Screen Personas 2.0.
3.1 UI Customization
Overview
In this business scenario, the system is customized in order to enable the admin user to perform necessary
activities that will allow the business user to use this solution.
Under this business scenario, the following business processes are provided:
1. Performing Administration Tasks
You can user this process to perform the administrator tasks like maintaining users, flavors, user groups,
mass users, mass groups, and so on.
2. Managing Flavors
You can use this process to transport objects, export, and import flavors.
For information about technical system landscape, software units, and implementation sequence, see section 2,
Solution Overview.
Further Information
The following documents provide more information about UI Customization.
Content Location
Business Scenario and Process
Documentation
See the documentation in SAP Solution Manager.
Configuration Documentation See the documentation in SAP Solution Manager.
Solution-Wide Topics
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4 Solution-Wide Topics
SAP provides the SAP Solution Manager as the highly recommended platform to efficiently support the
implementation of your solution. Using SAP Solution Manager will significantly accelerate the implementation
process and help you to achieve your business goals. At the same time, SAP will be able to deliver support
services based on the business scenarios designed and documented in SAP Solution Manager. Implementation
content for your solution may further accelerate the implementation process.
For information about availability of content specifically tailored to SAP Screen Personas 2.0, see the SAP
Solution Manager Business Process Repository on SAP Service Marketplace at http://service.sap.com/bpr. On
the right page, follow the link provided in the section Available implementation content.
The Solution Manager content for SAP Screen Personas 2.0 is delivered via the support package SP38, which is
available from SAP Software Distribution Center at http://service.sap.com/swdc.
For more information about SAP Solution Manager, see SAP Service Marketplace at
http://service.sap.com/solutionmanager.
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Security Considerations
5 Security Considerations
This section provides an overview of the security considerations that are specific to the SAP Screen Personas
solution. The solution is based on SAP NetWeaver 7.0 with SAP Kernel 7.21. Therefore, the corresponding security
settings also apply to this solution.
5.1 Fundamental Security Guides
For a complete list of the available SAP security guides, see SAP Security Guides on SAP Service Marketplace at
http://service.sap.com/securityguide. The current version of the SAP NetWeaver security guide, which deals
with general security issues, is also available via this quick link.
Additional Information
For more information about specific security topics, see the following locations on SAP Service Marketplace:
Content Location
Security http://service.sap.com/security
Security Guides http://service.sap.com/securityguide
Released Platforms http://service.sap.com/platforms
Network Security http://service.sap.com/securityguide
Infrastructure Security http://service.sap.com/securityguide
SAP Solution Manager http://service.sap.com/solutionmanager
5.2 Security-Relevant Logging and Tracing
Solution uses the underlying softwares user management and administration framework.
5.3 Dispensable Functions with Impacts on Security
All functions delivered as part of the solution are necessary.
Operations Information
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6 Operations Information
This chapter contains important information on how to smoothly operate SAP Screen Personas. The major topics
are monitoring, administration, software change management, and high availability. This chapter describes the
tasks to execute and the tools to use.
SAP Screen Personas can be installed on any SAP system. Therefore, the general operations information that is
covered in the related Operations Guides also applies to SAP Screen Personas. For more information about
related guides, see the corresponding resources on SAP Service Marketplace at
For a complete list of available SAP Operations Guides, see SAP Service Marketplace at
http://service.sap.com/instguides.
The operations information specific to SAP Screen Personas is described in the following chapters. The following
areas are covered:
Administration and Management
Software Change Management
6.1 Administration and Management
All the backend operations like User Management and Flavor Management are to be performed by the
Administrator. The Application Help defines in detail the functionality and steps to perform these operations.
Please refer to the Application Help in Service Market Place under SAP Screen Personas.
6.1.1 Periodic Tasks
Administrator would be assigning System and Roles to users as and when a new user is added. He would also be
responsible for Group creation and assigning users and flavors to groups. In addition, he also sets a Global group
through which he can distribute flavors to all users.
6.1.2 User Management
There is no separate User Management for SAP Screen Personas. To access SAP Screen Personas, users should
have SAP user access to the system in which SAP Screen Personas is installed. In order to login to other target
systems which are connected to the Main system, a user is required there too. For details on User Authorization
Management in the backend and User Role and Permissions, refer to the Solution Manager document.
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Operations Information
6.2 Software Change Management
SAP Screen Personas 2.0 is delivered as an Add-On and can be installed using SAINT. Detailed steps for
installation can be found in the installation Note 1776739.
References
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7 References
List of Documents
The following table lists all documents mentioned in this Master Guide.
Title Where to Find
Solution Manager http://service.sap.com/solutionmanager
SAP Screen Personas 2.0 Configuration
Guide
Focused Business Solutions
SAP Screen Personas 2.0
Application Help for SAP Screen Personas
2.0
http://help.sap.com/personas
List of SAP Notes
The following table lists all SAP Notes mentioned in this Master Guide.
SAP Note Number Title Description
1776739 Installation Note for SAP
Screen Personas 2.0
This note lists the Prerequisites and
related details about Installing SAP
Screen Personas 2.0.
1848339 Installation and Upgrade note for
SAP Screen Personas
(Silverlight)
This note contains information on the
steps for installing and getting started
for both new and existing customers.
1885334 Feature List for Silverlight This note contains information related
to the modifications made to some of
the features in SAP Screen Personas
Silverlight 2.0.
1964257 Cumulative patch release for the
SAP Screen Personas Release
1.0/ Release 2.0
This note contains the latest patches
that are available for the supported
Personas releases
1869640 Client copy of Personas delivered
customizing
After Personas installation, all the SAP
delviered customizing is present in
client 000
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Media List
8 Media List
All deliverables for SAP Screen Personas 2.0 are shipped electronically. The software and documentation
download package is available on SAP Service Marketplace at http://service.sap.com/swdc Support Packages
and Patches A - Z Index P SAP Screen Personas 2.0.
Release Availability Information
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9 Release Availability Information
For more information about currently available releases for the SAP Screen Personas solution, and for each
release, the SAP standard software required to install and use the solution, see
http://www.service.sap.com/fbs/availability.
www.sap.com/contactsap
No part of this publication may be reproduced or transmitted in any
form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior
notice.
Some software products marketed by SAP AG and its distributors
contain proprietary software components of other software
vendors.
National product specifications may vary.
These materials are provided by SAP AG and its affiliated
companies (SAP Group) for informational purposes only, without
representation or warranty of any kind, and SAP Group shall not be
liable for errors or omissions with respect to the materials. The only
warranties for SAP Group products and services are those that are
set forth in the express warranty statements accompanying such
products and services, if any. Nothing herein should be construed as
constituting an additional warranty.
SAP and other SAP products and services mentioned herein as well
as their respective logos are trademarks or registered trademarks of
SAP AG in Germany and other countries. Please see
www.sap.com/corporate-en/legal/copyright/index.epx#trademark
for additional trademark information and notices.

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