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Configure SAP Logon Management

This section contains the following topics:

Create Logon Shortcut

This topic describes how to create an SAP logon shortcut. You can use a logon shortcut to sign in to SAP with a predefined configuration that you have defined, relieving you from entering the logon credentials repeatedly for a Process file run.

To create a logon shortcut,

  1. On the Process Runner tab, select Tools > SAP Logon Management. The Connector for SAP window appears.
  2. On the Logon Shortcut tab, select Create. The Logon Shortcut window appears.
  3. Select the SAP system from the dropdown list in Destination and enter the logon credentials.

  4. Select Test. A message is displayed to indicate that the connection is successful.
  5. Select Save. By default, the logon file is saved in the \\My Documents\Innowera\iLogonFiles folder. The new shortcut is displayed in the list on the Logon Shortcut tab of the Connector for SAP window.
  6. To set the logon shortcut file as the default logon shortcut, select Set Default in the Connector for SAP window. Note that you can have only one default logon shortcut.
  7. Optionally, when you are running a Process file, you can select the logon shortcut from the Logon Shortcut tab in the Connector for SAP window. The Process file runs without asking you to enter the credentials.

Configure SAP System Properties

This topic describes how to configure the properties for an SAP system.

To configure the properties for an SAP system,

  1. On the Process Runner tab, select Tools > SAP Logon Management. The Connector for SAP window appears.
  2. On the Server/Group tab, select the SAP system, and select Properties. The Properties [<NameOfSAPSystem>] window appears.
  3. On the Settings tab, enter the following information in Basic section:

    • Client: Indicates the client number that must be used for the SAP system.
    • Language: Indicates the SAP logon language code.s
    • EP URL: Indicates the URL of the SAP Enterprise Portal.
    • Use SNC for Single Sign-On: Indicates that you are using Secure Network Communications (SNC) system for single sign-on. Optionally, you can select Allow me to enter UserId for SNC connection to enter the user ID for single sign-on.

      Note: This option is available only for the SNC SAP system. If you do not select these, you are prompted to enter your user name and password.

    • Use NCo Library: Indicates that you are using SAP Connector for Microsoft .NET 3.0 (NCo 3.0).
    • Get Description: Indicates that you want to retrieve the description from SAP in the selected language. A special authorization is required to retrieve descriptions, data type and length from SAP. The Field Description column in the Mapper tab of Process Runner displays these descriptions.
    • Use Fixed Structure: Is an automatic switch that is turned on when basic authentication for SAP to run a Process file is not available. This option is not enabled if you do not have the required authorization rights on the SAP system.
  4. On the Transaction Setting tab, select the following options:
    • If you select Use Standard RFM, perform the following tasks:
      • Select TX Messages and one of the following methods to retrieve the SAP messages when you run the Transaction Process file:
        • Method 1: Indicates that you have authorization for SDTX function group.
        • Method 2: Indicates that you have authorization for SIGE function group.
        • Method 3: Indicates that you have authorization for BATG function group.
      • Select Force CTC if you do not have the required authorization to run the Transaction Process file.
      • Select ICT Checked if you have already configured the required settings in SCC4 in the selected SAP system, but still cannot authorize the SAP object name, S_DEVELOP. This option is enabled only if you have the authorization to the /ISDFPS/MISC function group. Contact your SAP Basis team to ensure that they update your authorization profile and add the required function group to your role. This is helpful to run the transaction with Batch input mode. This option is compatible only with ECC6 and you must have the appropriate rights to use this function module in SAP system.
      • Select CP checked Passed to check whether the non-Batch input mode is working for the current user, using the required parameters.
    • If you select Use Extended RFM, enter the custom module name in the Function Name box.
    • In the Date/Decimal Notation section, for Settings, select one of the following options that Process Runner Excel Add-in must use to upload the date and decimal notation values to SAP. This option is valid only if U-Transform decimal as per the user configuration or V-Transform date as per the user configuration dynamic formulas are used while designing the Process file.
      • Auto-detect SAP user default: Indicates that Process Runner Excel Add-in automatically detects the SAP user profile settings. To use this option, ensure that you have the required permissions for the ITS_GET_USER_DEFAULTS BAPI for the SAP system.
      • Global application configuration: Indicates the global-level settings configured in Tools > Options > Transaction tab.
      • System-specific configuration: Allows you to select the settings in Date Format and Decimal Notation boxes for the selected SAP system.

    Note: The default values for Use Standard RFM, Use Extended RFM, and Date/Decimal Notation are reflected from the global settings made in Tools > Options > Transaction for the first time only. If you select a particular SAP system and edit the default values, the updates are permanently set for the corresponding SAP system.

  5. On the Data Extractor Settings tab, perform the following steps:
    • If you select Use Standard RFM, select the following options:
      • Method 1 - BBRT: Indicates that the BBRT method is used.
      • Method 2 - RT: Indicates that the RT method is used.
    • If you select Use Extended RFM, enter the custom module name that is provided by insightsoftware in the Function Name box, and perform the following steps:
      • Reset settings for packed numbers: Select this option only if instructed by insightsoftware support team and if you are using SAP OSS note.
      • Record Row Width: Specify the total number of records to be extracted when extended RFM is used.
    • To use the non-blocking call method to fetch the records, select Use Non-Blocking calls. This option is automatically cleared when EHP7 or SAP GUI version 7.50 or higher is detected.
  6. Note: The default values for Use Standard RFM and Use Extended RFM are reflected from the global settings made in Tools > Options > Data Extractor for the first time only. If you select a particular SAP system and edit the default values, the updates are permanently set for the corresponding SAP system.

  7. On the Logon Values tab, enter the following information:
    • Auto Switch: Indicates that the connectivity to SAP is switched automatically between Method 1 and Method 2. Select one of the following options:
      • Method 1: Indicates that the SAP logon ID is used to sign into the system. You can sign in only if an entry for your SAP logon credentials exists in the saplogon.ini file.
      • Method 2: Indicates that you can map any saplogon.ini file and even if the logon ID does not match, you can log on to the SAP system. This method is considered automatically if the first method fails.
    • Description: (Read-only) Displays the server description.
    • Application Server (Read-only) Displays the name or the IP address of the computer or host on which the SAP application server is running.
    • SAProuter String: (Read-only) Displays the routing details, if you are reaching your server through the SAP router program.
    • SAP System: (Read-only) Indicates if the SAP system uses a three-tier (R/3) or two-tier (R/2) client/server architecture.
    • System Number: Displays the system number for the SAP system to which you are connecting. If you select Default, the default system number of SAP is considered for connectivity. If you select Custom and enter the number, then it is considered for connectivity.

      Note: The Custom option is useful when the system number changes for an active configuration.

Configure EP/SSO

This topic describes how to use EP/SSO from Process Runner Excel Add-in to sign into SAP.

To sign in to SAP using EP/SSO,

  1. Open the Process file, select Run from Home tab. The Connector for SAP window appears.
  2. Select the SAP system and select EP/SSO. The Enterprise Portal Logon window appears.

  3. On the Basic Logon tab, enter your authentication details. The portal page might require the authentication details before it gets loaded and provides a ticket.
  4. Some portals require you to go to their page and then enter the logon credentials. You are then assigned a ticket and you can proceed with the Process file run.

  5. Optionally, reuse the ticket for the target server and select Logon instead of repeating the procedure every time.

  6. On the Settings tab, the IT admin can define the settings that are required to successfully connect to portal.

Note that the web logon is not successful if the URL is invalid or the settings are invalid.

Export Connector for SAP Settings

This topic describes how to export the Process Runner Connector for SAP settings from Process Runner Excel Add-in. You can export the settings of a single SAP system or multiple SAP systems from Process Runner Excel Add-in and import the settings into Control Panel using the .icf configuration file.

To export Process Runner Connector for SAP settings,

  1. On the Process Runner tab, select Tools > SAP Logon Management. The Connector for SAP window appears.
  2. Optionally, on the Server/Group tab, select the SAP system whose server configuration details you want to update and on the Properties tab, update the details. You can also select multiple SAP systems using the Ctrl key.
  3. Select Export. The Export System SAP Configuration window is displayed.

  4. Browse to the path where the .icf configuration file must be saved and select Generate File or Append File. The configuration file is exported.

For information about importing the .icf configuration file into Control Panel, see the Innowera Control Panel Help.

Use Direct Connection

This topic describes how to use the Direct Connection tab to enter the IP and system number (Instance Number) of the SAP server to sign in to the system. The Direct Connection tab is available in the Connector for SAP window only when you run the Process file.

To run Process file using Direct Connection,

  1. To determine the system number of the SAP system that you want to sign in to, perform the following steps:
    1. Sign in to the SAP system.
    2. Go to System and select Status from the dropdown list.
    3. Select Other Kernel info and note the IP address.

    4. To get the system number for the SAP system, note the value of its Instance No, in the SAP Logon Pad.

  2. Open the Process file that you want to run.
  3. Select Run. The Process Runner Connector for SAP window is displayed.
  4. Select the Direct Connection tab. Enter the Host Name and System Number (Instance Number) of your SAP Server, and select Logon.

Configure Advanced Settings

You can configure the options of the Advanced tab to troubleshoot SAP connection issues and also configure files that are used to connect to the SAP system.

Important: The Trace On option is valid only for Transaction, BAPI/RFM, and Data Extractor technologies.

To configure the advanced settings,

  1. Open the Process file, select Run from Home tab. The Connector for SAP window appears.

  2. On the Advanced tab, select the following options:
    1. To generate the SAP connection trace files (.trc) that contain information for troubleshooting errors in the SAP system, select Trace On. Each cursor that is opened is recorded in the trace file and the trace files can be found in the same location as the saplogon.ini file. By default, for SAP GUI 7.20 and higher, saplogon.ini is in C:\Users\<NameOfUser>\AppData\Roaming\SAP\Common\. If you cannot find the trace files, then search for the files in other folders on your system

      The SAP trace files can be generated while recording or running the Process file. Select both the methods to capture all the possible scenarios if you are facing an SAP connectivity issue.

      Note: Ensure that you clear the Trace on option after your task is completed because trace files occupy disk space.

    2. To run the transaction in SAP with the debugger in ON mode and find the root cause, for example, determining the reason for a certain value in a field not getting updated or determining error messages received during the processing of a transaction, select ABAP Debugger. You can check the runtime values of the variables sent from Process Runner Excel Add-in and analyze the flow.

      Note: To select the Trace On or ABAP Debugger options, you must have a special file in \\Mydocuments\Innowera\Other folder. For further assistance, please create a support case on Salesforce.

    3. To launch the SAP GUI automatically when the Process file is run, select SAP GUI. If you select the Launch SAP GUI on the Home tab, the SAP GUI option is automatically selected on the Advanced tab of Connector for SAP.
    4. To always use the first ticket found for EP/SSO, select Use the first ticket found.
    5. To view the SAP logon file that Process Runner Excel Add-in uses to get the list of SAP systems and communicate with the SAP system server, select the SAP logon file that is displayed in Local Path. Ensure that the SAP logon file path in the SAP Logon Pad is the same as that in Local Path. If not, make the changes in Connector for SAP > Advanced > Local Path. SAP saves SAP Logon Pad entries in the SAP logon files <saplogon.ini/sapuilandscape.xml> and Process Runner Excel Add-in supports both the files.

      Note: If the environment variable SAPLOGON_INI_FILE is set, then Process Runner Excel Add-in first uses the SAP environment variable. Also, the Default option is activated only when the path of saplogon.ini used is other than the default path.

    6. To view the SAP logon file that Process Runner Excel Add-in uses to get the list of SAP systems and to communicate with the SAP system server using the shared files instead of the local files, select the file that is displayed in Server Path. The saplogon.ini and SapLogonTree.xml files can be stored in a shared location on a server and have SAP Logon configured on the users' computers to use these shared files instead of the local files. Ensure that the SAP logon file path in the SAP Logon Pad is the same as that in Server Path. If not, make the changes in Connector for SAP > Advanced > Server Path.
      • If Allow caching of server configuration files in the SAP GUI Options - SAP Logon window is selected, the server configuration files, SapLogonTree.xml, saplogon.ini, sapshortcut.ini, are cached by default. The cache folder is %APPDATA%\SAP\LogonServerConfigCache. The SAP logon file from this cached location is used to sign into SAP.
      • If Allow caching of server configuration files is not selected and the corresponding server and the server configuration files are available, then the file from the server is copied to \My Documents\Innowera\Other folder. You can find the <srv_saplogon.ini / srv_saplogon.xml> file in Other folder and Process Runner Excel Add-in uses this file to communicate with the SAP system server.

    7. Optionally, you can use the search functionality to search for the local configuration file if you do not know its location.

    8. To resolve an error that might occur when you are trying to sign into SAP via secured network connection (SNC), enter the path of the SNC Lib file in SNC LIB Path. The SNC Lib file is the Secure Network Connection compliant server’s library file that provides the secure network connection service.

      Note: The default system-defined library is defined in the SNC_LIB environment variable.

    9. To warn users that the target SAP system on which data is entered is a production server, perform the following steps:
      1. Select the Configure Production Server option. The Set Warning for Production Server window is displayed.
      2. To set a warning, select the Enable Production Server Warning option.
      3. Select the SAP system ID and select Close. When you sign into the selected SAP system using Connector for SAP, a warning message is displayed.
      4. Note: If the system ID for the SAP system is missing and such an entry is selected when signing into the SAP system, the production server warning is not displayed. In such a case, review and update the entry via SAP Logon pad.

    10. To update the default language from EN, enter the language code in Default Language.

Note: You can view the version information of Connector for SAP on the About tab.

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