How To Use the BPC Mass User Management Tool · assignments. This custom program uses the BPC_NW user management APIs, the same APIs used by the BPC_NW Admin Console, to correctly

SAP BOBJ Planning & Consolidation (BPC),

How-To Guide version for Netweaver

How To... Use the BPC_NW Mass User Management Tool

Applicable Releases:

SAP BusinessObjects Planning & Consolidation 7.0, version for NetWeaver

SAP BusinessObjects Planning & Consolidation 7.5, version for NetWeaver

Version 1.0

August 2010

SAP BOBJ Planning & Consolidation (BPC), version for Netweaver How-To Guide

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1.00 First official release of this guide


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Table of Contents

1. Business Scenario ............................................................................................................... 1

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

3. Prerequisites ........................................................................................................................ 1

4. Step-by-Step Procedure ...................................................................................................... 2 4.1 Exporting Users ............................................................................................................ 3 4.2 Importing Users ............................................................................................................ 4 4.3 Exporting Teams .......................................................................................................... 6 4.4 Importing Teams ........................................................................................................... 7 4.5 Exporting Team Assignments ....................................................................................... 9 4.6 Importing Team Assignments ..................................................................................... 11 4.7 Exporting Task Profiles ............................................................................................... 16 4.8 Importing Task Profiles ............................................................................................... 18 4.9 Exporting Member Access Profiles............................................................................. 24 4.10 Importing Member Access Profiles ............................................................................. 26 4.11 Exporting Task Profile Assignments ........................................................................... 32 4.12 Importing Task Profile Assignments ........................................................................... 33 4.13 Exporting Member Access Profile Assignments ......................................................... 38 4.14 Importing Member Access Profile Assignments ......................................................... 40

5. Appendix ............................................................................................................................ 46

How To Use the BPC Mass User Management Tool

1. Business Scenario In this guide, we will explore how to use a custom program to do mass maintenance of the SAP BusinessObjects Planning & Consolidation 7.0 and 7.5, version for NetWeaver (hence forward referred to as BPC_NW) security objects. These objects include users, teams, team assignments, task profiles, member access profiles, task profile assignments, and finally, member access profile assignments. This custom program uses the BPC_NW user management APIs, the same APIs used by the BPC_NW Admin Console, to correctly create or update the associated security objects. This program simply provides an interface which the user can use to upload files containing all of the relevant data in which the security objects can be created from.

2. Background Information Most BPC_NW security objects are not transportable using the BPC_NW Transport Framework. In some cases, it can be really cumbersome to re-create these objects throughout the landscape. This custom program allows the user to export as well as import all BPC_NW security objects. The export/import functions use comma, tab, or pipe delimited text files as the data transfer medium. Example files have been supplied with this guide. While the user can simply create files from scratch and upload them into the system, the real power of this program is that it allows the user to export these security objects from an AppSet, and then import them into another AppSet in the same system, or in a remote system, essentially transporting these objects across the landscape without using the BPC_NW transports framework.

3. Prerequisites Required/recommended expertise or prior knowledge

• SAP BusinessObjects Planning and Consolidation 7.0, version for SAP NetWeaver. • SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver,

Access to SAP NetWeaver transaction codes: SE38 Additional Documentation

• RKT Online Knowledge Product http://service.sap.com/rkt On the left hand side, navigate to SAP Ramp-Up Knowledge

Transfer -> SAP BusinessObjects EPM Solutions -> SAP BO PC 7.5, version for SAP NetWeaver

• Other EPM How-To Guides http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EP

M%29+How-to+Guides

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http://service.sap.com/rkt

http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EPM%29+How-to+Guides


4. Step-by-Step Procedure This How-To guide contains transport request files, K900321.EPM and R900321.EPM. This transport request contains all the NetWeaver objects that are required to complete this How-To Guide. Programs

• ZUJE_MASS_USER_MGMT BPC_NW Mass User Management Tool

As the process of importing a transport request is not covered here, it is suggested that you seek assistance from your basis administrator in order to have this transport request imported into your system. Note: These objects must be imported into your system before continuing any further. To begin using the tool, log on to the backend NetWeaver system via SAPgui, and run the ZUJE_MASS_USER_MGMT program from transaction code SE38, by entering the program name and clicking the “Execute“ button.

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http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/9007d9b9-1b9b-2d10-f985-aedb52282975


4.1 Exporting Users

1. From the initial screen, select the appropriate radio button for “Export Data“.

2. Next, enter the name of the AppSet which contains the data which is to be exported. In this guide, the APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and file name for the export file. Finally, select the delimiter value for the file. Comma, pipe, and tab delimiters are supported.

3. Next, select the appropriate radio button for “Export Users”.

4. Finally, click the “Execute” button to start the export process.

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5. The output file is then generated.

4.2 Importing Users

1. From the initial screen, select the appropriate radio button for “Import Data“.

2. Next, enter the name of the AppSet where you want to create the users. In this guide, the APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and file name for the import file. Finally, select the delimiter value for the file.

Note: The file must contain the following structure in a comma delimited format:

USER_ID User ID

FULLNAME Full Name of User

EMAIL Email Address of User

The file structure is exactly the same as what is generated by the export function. An example file might look like the following: COMX_ALL\BROWNJ,Jane Brown,[email protected]

COMX_ALL\SMITHJ,Joe Smith,[email protected]

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Note: It is very important that the values in the FULLNAME column do not contain any commas if the delimiter is set to “Comma”. This will cause issues when parsing the data. We suggest using a different delimiter if your user’s full name contains commas.

3. Select the appropriate radio button for “Import Users”.

4. To start the process, click the “Execute” button from the application toolbar.

5. The new users are then created for the AppSet and a message screen is displayed. This screen will show all associated success and failure messages.

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6. The new users can now be seen from the BPC_NW Admin Client.

...

4.3 Exporting Teams 1. From the initial screen, select the appropriate radio button for “Export Data“.

2. Next, enter the name of the AppSet which contains the data which is to be exported. In this guide, the APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and file name for the export file. Finally, specify the delimiter.

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3. Next, select the appropriate radio button for “Export Teams”.



4.4 Importing Teams


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2. Next, enter the name of the AppSet where you want to create the users. In this guide, the

APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and file name for the import file. Finally, specify the file delimiter.


TEAM_ID Team ID

DESCRIPTION Description of the Team

The file structure is exactly the same as what is generated by the export function. An example file might look like the following: ADMINTEAM,Administration Team

ACCTEAM,Accounting Team

3. Select the appropriate radio button for “Import Teams”.


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5. The new users are then created for the AppSet and a message screen is displayed. This screen

will show all associated success and failure messages.

6. The new teams can now be seen from the BPC_NW Admin Client.

4.5 Exporting Team Assignments


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2. Next, enter the name of the AppSet which contains the data which is to be exported. In this

guide, the APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and file name for the export file. Finally, specify the delimiter.

3. Next, select the appropriate radio button for “Export Team Assignments”.



...

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4.6 Importing Team Assignments


2. Next, enter the name of the AppSet where you want to create the users. In this guide, the APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and file name for the import file. Finally, specify the delimiter.


USER_ID User ID

TEAM_ID Team ID

TEAM_LEADER Flag User ID as Team Leader(Optional)

The file structure is exactly the same as what is generated by the export function. An example file might look like the following: COMX_ALL\SMITHJ,ADMINTEAM,X

COMX_ALL\BROWNJ,ACCTEAM,

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3. Select the appropriate radio button for “Import Team Assignments”.


5. The new team user assignments are then updated for the AppSet and a message screen is displayed. This screen will show all associated success and failure messages.

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6. The new team assignments can now be seen from the BPC_NW Admin Client. First click on one of the teams.

7. From the action pane, click on “Modify Team”.

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8. In the following dialog, click “Next”.

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9. In the following dialog, you can see that the user has been assigned to the team correctly. If the user had been flagged as a “Team Leader”, the checkbox next to the user ID would be checked as well.

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4.7 Exporting Task Profiles



3. Next, select the appropriate radio button for “Export Task Profiles”.


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4.8 Importing Task Profiles



Note: The file must contain the following structure in a comma delimited format. Since there are multiple sets of data associated with task profiles, the use of record level identifiers is leveraged here. Below are the record identifiers and their descriptions. Record Identifiers

H Defines the header level data record

K Defines the Tasks assigned to the Task Profile

R Defines the Roles assigned to the Task Profile

T Defines the Teams assigned to the Task Profile(Optional)

U Defines the Users assigned to the Task Profile(Optional)

“H” Record Structure

PROFILE_ID Task Profile ID

DESCRIPTION Task Profile Description

“K” Record Structure


TASK_ID Task ID ( TASK_IDs found in tables UJE_TASK and UJE_TASKT )

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“R” Record Structure


ROLE_ID Role ID ( ROLE_IDs found in tables UJE_ROLE and UJE_ROLET

“T” Record Structure


TEAM_ID Team ID

“U” Record Structure


USER_ID User ID

The file structure is exactly the same as what is generated by the export function. An example file might look like the following: H,COMX_ADMIN,CompanyX Administrator Task

K,COMX_ADMIN,P0003

K,COMX_ADMIN,P0006

K,COMX_ADMIN,P0008

K,COMX_ADMIN,P0011

K,COMX_ADMIN,P0012

K,COMX_ADMIN,P0021

K,COMX_ADMIN,P0022

K,COMX_ADMIN,P0024

K,COMX_ADMIN,P0025

K,COMX_ADMIN,P0027

K,COMX_ADMIN,P0028

K,COMX_ADMIN,P0043

K,COMX_ADMIN,P0055

K,COMX_ADMIN,P0056

K,COMX_ADMIN,P0057

K,COMX_ADMIN,P0067

K,COMX_ADMIN,P0068

R,COMX_ADMIN,R02

R,COMX_ADMIN,R03

T,COMX_ADMIN,ADMINTEAM

U,COMX_ADMIN,COMX_ALL\SMITHJ

H,CC_MGR,CompanyX Cost Center Manager Task

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K,CC_MGR,P0003

K,CC_MGR,P0006

K,CC_MGR,P0008

K,CC_MGR,P0056

K,CC_MGR,P0057

R,CC_MGR,R04

T,CC_MGR,ACCTEAM

U,CC_MGR,COMX_ALL\BROWNJ

3. Select the appropriate radio button for “Import Task Profiles”.


5. The new task profiles are then created for the AppSet and a message screen is displayed. This screen will show all associated success and failure messages.

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6. The new task profiles can now be seen from the BPC_NW Admin Client. First click on one of the

new task profiles.

7. From the action pane, click “Modify Task Profile”.

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8. In this dialog, you can see that the new task profile has been created with the associated description, as well as the assigned roles. Click “Next”.

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9. In this dialog, you can see the assigned tasks. Click “Next”.

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10. In this dialog, the assigned teams and users are displayed.

4.9 Exporting Member Access Profiles


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3. Next, select the appropriate radio button for “Export Member Access Profiles”.


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4.10 Importing Member Access Profiles


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Note: The file must contain the following structure in a comma delimited format. Since there are multiple sets of data associated with member access profiles, the use of record level identifiers is leveraged here. Below are the record identifiers and their descriptions. Record Identifiers

H Defines the header level data record

M Defines the Members assigned to the Member Access Profile

T Defines the Teams assigned to the Member Access (Optional)

U Defines the Users assigned to the Member Access (Optional)

“H” Record Structure

PROFILE_ID Member Access Profile ID

DESCRIPTION Member Access Profile Description

“M” Record Structure


DIMENSION Dimension

APPLICATION_ID Application ID

MEMBER Assigned Member( Can contain [ALL])

READ/WRITE Read and/or Write Access(R=Read, W=Write, D=Deny)



TEAM_ID Team ID



USER_ID User ID

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The file structure is exactly the same as what is generated by the export function. An example file might look like the following: H,COMX_ADMIN_MAP,CompanyX Administrator MAP

M,COMX_ADMIN_MAP,CATEGORY,PLANNING,[ALL],W

M,COMX_ADMIN_MAP,P_CC,PLANNING,[ALL],W

M,COMX_ADMIN_MAP,CATEGORY,RATE,[ALL],W

M,COMX_ADMIN_MAP,R_ENTITY,RATE,[ALL],W

U,COMX_ADMIN_MAP,COMX_ALL\SMITHJ

T,COMX_ADMIN_MAP,ADMINTEAM

H,CC_MGR_MAP,Cost Center Manager MAP

M,CC_MGR_MAP,CATEGORY,PLANNING,ACTUAL,W

M,CC_MGR_MAP,P_CC,PLANNING,Canada,W

M,CC_MGR_MAP,P_CC,PLANNING,US,W

M,CC_MGR_MAP,CATEGORY,RATE,[ALL],W

M,CC_MGR_MAP,R_ENTITY,RATE,[ALL],W

U,CC_MGR_MAP,COMX_ALL\BROWNJ

T,CC_MGR_MAP,ACCTEAM

3. Select the appropriate radio button for “Import Member Access Profiles”.


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5. The new member access profiles are then created for the AppSet and a message screen is displayed. This screen will show all associated success and failure messages.

6. The new member access profiles can now be seen from the BPC_NW Admin Client. First click on one of the new member access profiles.

7. From the action pane, click on “Modify member access profile”.

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8. In this dialog, you can see that the new member access profile has been created with the associated description. Click “Next”.

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9. In this dialog, you can see the associated members for this profile. Click “Next”.

10. In this dialog, the assigned teams and users are displayed.

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4.11 Exporting Task Profile Assignments



3. Next, select the appropriate radio button for “Export Task Profile Assignments”.


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4.12 Importing Task Profile Assignments



Note: The file must contain the following structure in a comma delimited format. Since there are multiple sets of data associated with task profile assignments, the use of record level identifiers is leveraged here. You can assign both a user and a team to task profiles. Below are the record identifiers and their descriptions. Record Identifiers

T Defines the Teams assigned to the Task Profile(Optional)

U Defines the Users assigned to the Task Profile(Optional)

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TEAM_ID Team ID



USER_ID User ID

The file structure is exactly the same as what is generated by the export function. An example file might look like the following: T,COMX_ADMIN,ADMINTEAM

U,CC_MGR,COMX_ALL\BROWNJ

3. Select the appropriate radio button for “Import Task Profile Assignments”.


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5. The new task profile assignments are then updated for the AppSet and a message screen is displayed. This screen will show all associated success and failure messages.

6. The new task profile assignments can now be seen from the BPC_NW Admin Client. First click on one of the task profiles.

7. From the action pane, click “Modify Task Profile”.

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8. Click “Next”.


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10. In this dialog, the assigned teams displayed.

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11. Change the “View By:” drop down box to “Users”. Notice the user has been assigned to the task profile as well.

4.13 Exporting Member Access Profile Assignments


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3. Next, select the appropriate radio button for “Export Member Access Profile Assignments”.



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4.14 Importing Member Access Profile Assignments



Note: The file must contain the following structure in a comma delimited format. Since there are multiple sets of data associated with member access profile assignments, the use of record level identifiers is leveraged here. You can assign both a user and a team to member access profiles. Below are the record identifiers and their descriptions. Record Identifiers

T Defines the Teams assigned to the Member Access Profile(Optional)

U Defines the Users assigned to the Member Access Profile(Optional)



TEAM_ID Team ID



USER_ID User ID

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The file structure is exactly the same as what is generated by the export function. An example file might look like the following: U,CC_MGR_MAP,COMX_ALL\BROWNJ

T,CC_MGR_MAP,ACCTEAM

U,COMX_ADMIN,COMX_ALL\SMITHJ

T,COMX_ADMIN,ADMINTEAM

3. Select the appropriate radio button for “Import Member Access Profile Assignments”.


5. The new member access profile assignments are then updated for the AppSet and a message screen is displayed. This screen will show all associated success and failure messages.

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6. The new member access profile assignments can now be seen from the BPC_NW Admin Client. First click on one of the member access profiles.

7. From the action pane, click “Modify member access profile”.

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10. In this dialog, the assigned teams displayed.

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11. Change the “View By:” drop down box to “Users”. Notice the user has been assigned to the task profile as well.

...

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5. Appendix

www.sdn.sap.com/irj/sdn/howtoguides

Documents

How To Use the BPC Mass User Management Tool · assignments. This custom program uses the BPC_NW user management APIs, the same APIs used by the BPC_NW Admin Console, to correctly