SAP Interactive Forms by Adobe PDF Based Print Forms

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  • Copyright 2011 Accenture All Rights Reserved. 1Copyright 2011 Accenture All Rights Reserved. Accenture, its logo, and High Performance Delivered are trademarks of Accenture.

    SAP Interactive Forms by Adobe PDF-Based Print Forms

  • Copyright 2011 Accenture All Rights Reserved. 2

    Agenda

    Abstract

    DisadvantagesSmartForms/Adobe Print Forms

    MetaNet/InfoNet

    Transactions (HRFORMS/SFP)

    LiveCycle Designer

    Fundamentals

    Workbench

    Accessibility

    Performance

  • Copyright 2011 Accenture All Rights Reserved.

    Abstract

    SAP Interactive Forms by Adobe PDF-Based Print Forms

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    SAP Interactive Forms by Adobe became available with the Releases SAP ERP HCM 6.0 and SAP

    Netweaver 7.0

    Future development in the area of forms will be basedon SAP Interactive Forms

    Adobe LiveCycle Designer (WYSIWYG-Editor) can beused to create forms

    Transactions to access the LiveCycle Designer

    HRFORMS HR Forms Workplace

    SFP Form Builder: Entry Point

    Abstract SAP Interactive Forms by Adobe

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    Following forms can be created using the LiveCycleDesigner

    Interactive Forms:

    The contained fields are ready for input. Users

    can fill in the fields on the computer.

    Print Forms:

    The contained fields can not be edited. The

    information in the form can be accessed

    dynamically, e. g. Payslip.

    Abstract SAP Interactive Forms by Adobe

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    Within HRForms you can open and edit Adobe Forms as well as SmartForms

    Accessibility by creating a PDF-Based Form, Adobe creates tags within the form which can be recognized

    by a screenreader

    Required Interface, ABAP Dictionary Structure as well as Print program will be created automatically by

    activating the form

    ADS Adobe Document Services are required togenerate the forms

    Abstract SAP Interactive Forms by Adobe

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    Disadvantages

    SmartForms/Adobe PrintForms

    SAP Interactive Forms by Adobe PDF-Based Print Forms

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    The Adobe LiveCycle Designer

    o Is a Windows application which is embedded in

    SAP

    o Takes a couple of seconds to get started

    o Has to be installed seperately

    o Data-Dictionary-Objects can not be shown

    due to double-click in SE11

    A Java-Stack has to be installed and configurated

    Complex code has to be implemented usingJavaScript or FormCalc

    ADS needs to be installed on sophisticated hardware

    Disadvantages Adobe PrintForms

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    Accessibility SmartForms are not barrier-free, theycan`t be read with a screenreader

    SmartForms are also supported in the near future but the main part of future developments are based on

    Adobe

    PDF-fields can not configured to be ready for input

    Graphics can not be embedded, they have to beloaded from an application server

    Text can not be rotated

    Forms can not be signed digitally

    PDF preview within the form is not available

    Disadvantages SmartForms

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    Architecture SmartForms

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    Architecture PDF-Based Print Forms

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    SAP Interactive Forms by Adobe PDF-Based Print Forms

    MetaNet/InfoNet

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    MetaNet can be accessed using the HR MetadataWorkplace (Transaction: HRFORMS_METADATA)

    The MetaNet provides the data which can beused/read in the created form

    The data is organized/described within fields, structs, tables

    All required data are defined in Metadata Workplaceand contained in the MetaNet

    MetaNet can be specified for different countries

    MetaNet/InfoNet

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    Custom structs or data can be added to the MetaNet useful by using custom Infotypes and/or tables

    The specific data which is used within a form isorganized by using a InfoNet

    The InfoNet is a part of the data contained in theMetaNet data can be added to the InfoNet due Transaction HRFORMS

    MetaNet/InfoNet

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    MetaNet/InfoNet

    MetaNet and InfoNet (HRFORMS)

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    MetaNet/InfoNet

    MetaNet is based on

    MetaFields

    MetaFigures

    MetaDimensions

    MetaStars

    MetaFields: Perform either as keys or attributes of a MetaDimension

    MetaFigures: Are indicators which are used withinMetaStars

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    MetaNet/InfoNet

    MetaDimensions: Exists of MetaFields which eitherperform as a key or a attribut of a MetaDimension

    MetaStars: Exists of MetaDimensions andMetaFigures

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    MetaNet/InfoNet adding field of infotype

    Description: In this case the field of payee (Infotype0009) will be added to the MetaNet

    01. Transaction: HRFORMS_METADATA

    02. Create a copy of the SAP_DEFAULT MetaNet

    03. Create a new MetaDimension

    04. Fill in the required Fields

    05. Right click on Create Field

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    MetaNet/InfoNet adding field of infotype

    06. Fill in the required Fields (EMFTX is the Field Name

    shown in the Technical Information)

    07. Add Field Type to MetaField (MetaDimension

    has to be marked first)

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    MetaNet/InfoNet adding field of infotype

    08. Field EMFTX has to be changed to Key Field

    09. Create a new MetaStar

    10. Fill in the required Fields

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    MetaNet/InfoNet adding field of infotype

    11. Add the following information in the required fields:

    12. Add the MetaDimension via

    drag and drop to the MetaStar. The result looks like:

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    MetaNet/InfoNet adding field of infotype

    13. Select the MetaStar and

    add the field which has to be read:

    Finally the MetaStar has to be added to the MetaNetvia drag and drop and MetaNet has to be saved

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    Transactions (HRFORMS/SFP)

    SAP Interactive Forms by Adobe PDF-Based Print Forms

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    Opening a Form with HRFORMS leads to thefollowing Screen:

    Transactions (HRFORMS/SFP)

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    Opening a Form with SFP leads to the followingScreen:

    Transactions (HRFORMS/SFP)

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    The entry screen of Transaction SFP is the same screen as the next screen of Transaction HRFORMSusing the -Button

    From here, the following areas can be accessed:

    Properties: Gives access to the Interface wherecustom code can be added manually

    Context: Shows the imported data and the datawhich is available to be used within theform

    Layout: Opens the LiveCycle Designer

    Transactions (HRFORMS/SFP)

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    The Context allows you to add the following amongstother things:

    Where Conditions

    Conditions

    Transactions (HRFORMS/SFP)

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    Adobe LiveCycle Designer

    SAP Interactive Forms by Adobe PDF-Based Print Forms

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    It is available as an application of its own as well asan application embedded in SAP GUI

    First Version 6.0 was released in 2004

    Graphical WYSIWYG Tool

    The generated forms are based on XFA (XML Forms Architecture)

    Available scripting languages

    JavaScript

    PostScript

    Dynamic detection of data

    Fundamentals LiveCycle Designer

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    XML = Extensible Markup Language

    Standard for the modelling of structured data in a treestructure

    Tags for the description of the data structure can beself-defined

    An XML scheme (also known as: Document Type Definition, DTD) describes the elements within an

    XML-Dokument formally

    XML within LiveCycle Designer should not be editedmanually

    Fundamentals - XML

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    Adobe LiveCycle Designer Workbench

    HierarchyPDF Structure

    Data View

    Layout-Editor

    ObjectLibrary

    ObjectProperties

    Warnings / Binding / Log

    Script Editor

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    Contains all the objects which can beimplemented in the Form

    Most useful Objects for PDF-BasedPrint Forms:

    Text Field

    Text

    Table

    Subform

    Content Area

    Adobe LiveCycle Designer Object Library

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    The Type shows which Object isused

    The Caption contains the namewhich is shown on the Form

    With Appearance the style of thevalue within a Text Field can be set

    With Presence can be defined if theobject is only visible on the screen,

    only on print Form or on both

    With Patterns the format can be setin which the values are displayed

    Adobe LiveCycle Designer Object / Field

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    Binding contains the data which is

    shown on the form. It is the

    connection via the Context to the

    InfoNet MetaNet

    Binding can also be set to

    None or

    Global Connects a single

    value with all objects in the same

    namespace

    Adobe LiveCycle Designer Object / Binding

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    The Size & Position for all Objects can be configured

    Escpecially for Text Fields useful, the Position of the Caption can be

    set:

    Left

    Right

    Top

    Bottom

    None

    Adobe LiveCycle Designer Layout

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    INFO: Using the menue bar

    it gives access to a menue

    which is shown as soon as an object

    gets marked

    It is possible to change the type of a field quickly

    It also gives access to a sum of usefulcommands which usually can be

    accessed via different menues

    Adobe LiveCycle Designer Layout

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    The Hierarchy gives Information about the relationships of the

    objects. E.g. OrgDaten is a Subform containing five objects. If

    it`s necessary to hide these five

    objects in a specific case

    (dynamically using JavaScript), the

    code has to be entered only once

    (on the level of the Subform)

    INFO: By creating a form, theHierarchy is very important for the

    logic in which the objects are related

    to each other as well as for the

    understanding of the logic to a third

    person (like comment in a code)

    Adobe LiveCycle Designer Hierarchy

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    The Data View shows all the

    Information containing in the Context

    (Context is a subset of the InfoNet).

    In this view, only the active data in

    the Context is available within the

    form

    The arrow shows that the data is

    used in the form

    INFO: In the end when the form is

    finished all the unused data can be

    deactivated in the Context. Due to

    inactivation the data which has to be

    sent to the Adobe Document Server

    gets reduced and therefor the

    performance improves

    Adobe LiveCycle Designer Data View

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    Adobe LiveCycle Designer Font/Paragraph

    For the configuration of a Text Field itis important to configure the Caption

    as well as the Value of the data. This

    can be done by opening Palettes in

    the menue bar and then open one of

    the following:

    INFO: It is also possible to edit onlythe Caption or only the Value. The

    part which has to be formated must

    be selected in each of the windows

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    This small Button is available in almost every area of the workbench

    INFO: It is a very convenient way toorganize objects within a Subform or

    to delete a Subform, Insert a New

    Master Page, etc.

    Adobe LiveCycle Designer Workbench

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    Text which has to be read by the screenreader can bedefined

    Therefor a tagged PDF form has to be created(saving the form design as a PDF file)

    The default behaviour in LiveCycle Designer is thecreation of tagged PDF forms

    The applied tagging for accessibility increases the filesize, thereby the performance gets reduced theform objects should be chosen very carefully

    Adobe LiveCycle Designer Accessibility

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    Adobe LiveCycle Designer Accessibility

    Any text that entered in the field Tool Tip will be read by a screen reader

    Custom Screen Reader Text is an alternative to Tool Tip for Print forms

    If there is no text in any of thesefields under Accessibility, the screen

    reader will read the Caption of an

    object

    If the setting is Name, the screenreader will read the technical name

    shown in the Hierarchy Palette

    With None the screen reader will not read anything

    INFO: Use only standard objects anddon`t hide any Caption which should

    be read in the form

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    Related information should be combined by usingsubforms

    The form layout should be kept in mind by definingthe order of the elements (left to right, top to bottom)

    Try to avoid problems by using default colors for textand background

    It is not possible for screen readers to read textshighlighted by s p a c i n g between individual letters

    Only use simple tables instead of complex tables

    Adobe LiveCycle Designer Accessibility

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    Fonts:

    Try to keep the number of fonts to a minimum

    Reducing the file size by:

    Using embedded images instead of linked images

    Avoiding to use 24-bit color formats

    Keeping objects as simple as possible

    Choosing applied tagging for accessibility verycarefully

    Avoiding interacitve form features such as validationconstructs for non-interactive forms

    Performance

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    Adobe Document Services (ADS):

    It could be the bottlneck of the entire systemconsidering the output of Adobe forms

    Therefor it should be setup on a hardware of it`sown

    INFO: ADS performs two tasks and is the runtime

    component of the solution:

    Generating of the output format within the SAP System (PDF Form or printer language)

    Extracting of the users input from PDF Form (interactive scenario)

    Performance ADS

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